Colt will deploy a combination of Cisco Silicon One switches and routers as well as its newly acquired Acacia pluggable optics.

The first experience on 5G is important, and it’s only going to be good after an operator makes investments across RAN, IP, and the core, Cisco SVP Jonathan Davidson

Data center and gaming revenues continued to drive Nvidia's revenues during the company's first quarter of fiscal 2022.

The global semiconductor shortage has hobbled the auto industry and threatened Silicon Valley revenues, and relief won't arrive for years, according to analysts.

The security vendor expects its shift to subscription security services will insulate it from semiconductor shortages in future quarters.

Cisco blamed a supply chain shortage for Q3 hit; SolarWinds CEO said Russian attack happened even earlier; and Qualcomm pushes into 5G open RAN.

While the optical market faired well during the quarter, LightCounting warned market uncertainties driven by the economic recovery and geopolitical tumult could spell trouble.

"We're confident we will work through this as we have already put in place revised arrangements with several of our key suppliers," Cisco CEO Chuck Robbins said.

Microsoft VP charts zero-trust Course; VMware names a new CEO; and Salt shifts API security posture left.

To sweeten that success, during the second half of 2020, Veeam moved into the No. 2 position for worldwide market share with the fastest revenue growth in the global

The virtualization giant also announced that Sanjay Poonen, VMware’s COO for customer operations, “made the personal decision” to leave. Both men were considered CEO frontrunners.

Dell and VMware reached a spinoff deal; Cisco dropped $100 million on clean climate tech; and Druva bagged a $147 million investment, $2 billion valuation.

The networking vendor posted robust revenues during Q1 2021, despite an ongoing semiconductor shortage that has pushed lead times to a year for critical components.

The cloud raises "very interesting prospects for our business as it relates to being able to ultimately serve enterprise customers with networking as a service,” T-Mobile CEO Mike Sievert

Fortinet fired up 5G firewalls; Nokia claims turnaround success; and Dish teased multiple 5G markets.

“We’ve got activity going on across the country to actually build out this network,” Dish Network's Stephen Bye said.

Overall, AWS generated 12% of Amazon’s total revenue in the first quarter of 2021 and about 47% of its profit.

The new appliances come amid another quarter of double-digit growth and signal a new focus on 5G security from the core to the edge.

Nokia said it inked contracts with 63 new enterprise customers in Q1 and roughly half of those organizations bought private wireless products or services from the vendor.

Vectra AI joined the unicorn herd; Extreme Networks looks to go big; and IBM acquired Turbonomic.

With the financial implications of the pandemic ebbing, the company now faces new headwinds on the back of the semiconductor shortage and opportunities in 5G edge.

Microsoft's cloud revenue stabilized; Huawei's sales took a dive; and Sysdig secured $188 million in new funding.

“2021 will be another challenging year for us, but it’s also the year that our future development strategy will begin to take shape,” Huawei's Eric Xu said.

Azure revenue grew 50% year over year during the company’s third quarter of fiscal year 2021, and it grew 50% during the previous quarter.