Supply chain disruptions are affecting SD-WAN vendors and managed service providers differently. While some report few if any issues, others have experienced shortages and delays.

The vendor also notably did not announce any drastic operating cuts tied to the ongoing economic uncertainty.

“We have seen that COVID-19 is not stopping customers from their cloud migration projects with customers leaning on VMware Cloud on AWS to meet their needs,” CEO Pat Gelsinger

"We are confident that the demand for our products and services will be strong as we emerge from this crisis," CEO Thomas Kurian said.

“We’ll make a strong case for how HCI becomes a killer app for all things lift and shift,” CEO Dheeraj Pandey said.

The cuts, which were first reported by Bloomberg, are tied to the ongoing coronavirus pandemic.

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

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.

“Customers in times like these want to go with people they trust and know, and I think that will work in our favor,” CEO Chuck Robbins said on Cisco’s

It now supports multi-site disaster recovery designs, which use automation to help enterprises more quickly recover from the simultaneous failure of two or more data centers.

Fortinet Q1 earnings remained strong amidst pandemic; Microsoft eyed a $170M security buy; and T-Mobile US forecasted a $667M COVID-19 hit.

T-Mobile US expanded its 5G network running on 600 MHz spectrum by activating 1,600 sites during the quarter and an additional 1,000 sites in April.

“Our ability to directly manage our supply chain and shipping logistics allowed us to quickly adjust to the current dynamic environment,” CEO Ken Xie said.

In addition to reporting earnings, the company also announced a new switch abstraction interface product for customers deploying SONiC software on Arista’s switching platform.

The bulk of these employees (1,434) work at Nutanix’s headquarters in San Jose, California. Another 11 are in San Francisco, 12 in San Mateo, and eight in Redding.

Amazon CEO Jeff Bezos said that the company will spend $4 billion or more — all of its expected Q2 profit — on COVID-19 related costs.

Juniper's supply-constrained earnings resulted in flat revenues of $998 million during the first quarter of 2020.

While the global pandemic hit Google’s advertising revenue hard, it may have boosted sales in some other areas including Google Cloud and G-Suite.

AT&T selected Stankey as new CEO; Verizon claimed its 5G is COVID-19 proof; and Intel posted strong Q1 earnings, warned of Q2 headwinds.

Despite pandemic related challenges, Intel reported revenues of $19.8 billion for the quarter, up 23% year over year, exceeding expectations by more than $800 million.

The move comes on the heels of AT&T’s most recent quarterly earnings release that was dominated by uncertainty tied to the ongoing COVID-19 virus outbreak.

“AT&T’s been through a lot of other crises before and each time you’ve seen us emerge in a stronger position and I’m confident we’ll do it again with this

Cisco, Google drove SD-WAN to the cloud; Commvault sued competitors Cohesity and Rubrik; and IBM reported a hard hit from pandemic in earnings report.

IBM CEO Arvind Krishna told financial analysts that “in the last few weeks we faced a shift in client priorities toward the preservation of capital.”