Dell'Oro Group predicts an investment surge that could see $1 trillion in capex by 2028

There is a financial reward for operators that can.

Check out the complete list of this year's top secure access service edge stories.

“I think a lot of that opportunity might still be in front of us on the business side,” T-Mobile US CEO Mike Sievert told investors.

Recent acquisitions build on the carrier's core network capabilities.

The vendor plans to introduce SD-WAN hardware to support the traffic demands within larger campuses and data center environments.

“From a technical perspective, the carriers are standardizing on the eSIM and use it," Netskope's Joe DePalo said.

Wiz posted substantial revenue growth versus its cloud-native application protection platform competitors.

Extreme was able to deploy a Wi-Fi 6e network, the first of its kind for an outdoor facility.

“CrowdStrike just created the best argument against consolidation and platformization: widespread outages” - Forrester's Jeff Pollard

“When it comes to additional deals, we continue to be extremely prudent,” Nokia CEO Pekka Lundmark said.

Forrester identified Palo Alto Networks and Cisco as leaders in its latest operational technology security solutions report.

The vendor has written off two-thirds of the $6.2 billion it spent to acquire Vonage Holdings

Small vendors will "expect fire-sale acquisitions to larger infrastructure vendors, bankruptcies and radical specialization," Forrester's David Holmes said.

There remain challenges in multicloud connectivity, cloud-native migrations, and domain specific artificial intelligence.

'As far as I’m concerned, they’re the best product in the market,' Adaptiv Networks CEO Bernard Breton said of rival Cato Networks

“We're selling security, and we have to ... drink our own champagne and prove that we're also having the best security posture internally," Wael Faheem said.

“5G RedCap is creating an opening to drive 5G device volumes in the IoT domain,” ABI Research's Dan Shey stated.

Gartner labeled Fortinet and Versa Networks as challengers; Cisco as a visionary; and CloudFlare, Hewlett Packard Enterprise, and Forcepoint as niche players.

“Hyperscalers, to me, have a huge untapped opportunity," IDC's John Byrne said.

The $1.1 billion impairment charge was tied to “lower anticipated market growth rates in Vonage’s current portfolio.”

“I always said that we really need a few big vendors because you need volume to really be healthy in this market," Dell'Oro Group's Jimmy Yu said.

Enterprise and partner outreach are top of mind.

“We have others that we support, but the way I like to say it is we want to be intentionally great at a handful," Nitel's Mike Frane said.