An open source alternative to proprietary SD-WANs could become the de facto industry standard, said TechVision Research analyst Sorell Slaymaker.

COVID-19 wrecked HPE's latest earnings; Verizon updates its 5G plans; and Palo Alto Networks posted a strong quarter.

“Competition in the near term will be a marketing war of coverage and speed," said William Ho, founder and principal analyst at 556 Ventures.

The company’s Q3 revenues hit $869.4 million, up 20% year over year, bolstered by a pandemic shift in the number of remote workers.

Cisco pushed ACI for 5G; Microsoft released a preview of Azure Arc over Kubernetes clusters; and Nokia rolled out WaveFabric.

400 Gb/s optics are the sweet spot because they can be deployed practically anywhere in the network and still deliver peak line-speeds Nokia's Kyle Hollasch said.

The features target operators seeking to deploy 5G while integrating infrastructure across data centers, the edge, and the transport network.

Dell gained more cloud coverage with Google, VMware; Verizon found good news in data breach surge; and global operators are feeling COVID pains.

The update is based on the lessons learned over the course of several large deployments, some of which have more than 10,000 systems, said co-founder Mike Baj.

Analysys Mason is “optimistic that 5G capex will bounce back in 2021, but the scale will be dependent on new business demand.”

Dell Technologies rolled out a bunch of updates to its year-old Dell Technologies Cloud today including a storage partnership with Google Cloud.

AT&T teamed up with IP Infusion on a DANOS-based SD-Edge platform; Huawei poured $200M into the cloud; and Microsoft unveiled its Azure supercomputer.

The company will launch three uCPE lines targeting enterprise, branch, and cloud connectivity using AT&T's DANOS-Vyatta network operating system in 2020.

Huawei’s ongoing investment in cloud computing will foster new tools for 2 million developers around the world, according to the company.

Plus, GTT will bring its Silver Peak-powered SD-WAN to the American market, and Nokia teamed up with Batelco to launch an SD-WAN service.

ZTE claims it enabled China Mobile to achieve unified management of 150,000 packet-based transport network elements within China's Guangdong region.

An Omdia report commissioned by OCP found that equipment revenue among non-board member companies grew 40% in 2019, hitting $3.6 billion.

Priority No. 1 is to continue consolidating endpoint protection and cloud workload protection capabilities onto its platform.

Beginning today, customers can purchase and pay for Cradlepoint equipment and services, including its new edge router, from AT&T.

Oracle challenged AWS to a cloud calculator duel; Rakuten delayed its 5G timeline; and enterprise job-cut plans are accelerating, said Gartner.

"In general, we are not seeing any side effects of the epidemic" and no impact on 5G construction, Rakuten Mobile's Tareq Amin told SDxCentral last month.

The deal comes less than two months after Microsoft acquired virtualized evolved packet core vendor Affirmed Networks.

The release features new ingress gateway, terminating gateway, and WAN federation over mesh gateway tools to enable an incremental migration to service mesh.

Microsoft Azure gained similar capabilities last year.