Brocade Q3 Buoyed by Routers and Service Providers
Fibre Channel isn't dead, but IP is on the way up.
News - Earnings
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HP Reports a Downer Q3 as the Company Prepares to Split
Networking gets a major boost, but mainly from Aruba. -
Cisco Switch Sales Rebound Under New CEO
Chuck Robbins' first earnings report is a good one. -
JDSU Spinoff Viavi Suddenly Needs a New CEO
Tom Waechter steps down from the newly minted company. -
Symantec is Selling Veritas for a Cool $8B
It's spinoff season in the Valley. -
Rackspace Prospects Amazon Web Services, Lowers 2015 Forecast
Rackspace's Q2 features good news, bad news, and a share buyback. -
JDSU Spinoff Viavi Will Target SDN
Optical giant split raises acquisition talk. -
A10 Hits Record Revenue in Q2 Earnings
A10 announces its second quarter earnings, hitting above projections. -
Amazon Web Services Reports More Profits, More Growth
Q2 shows AWS is not only profitable but growing quickly. -
Infinera Stock Vaults 12% on Strong Q2
Cloud Xpress is starting to pay dividends (figuratively). -
Cisco Selling Its Set-Top Business, in the Name of IoT
Analysts can stop asking why Cisco hangs on to its set-top box business. -
Ericsson Says Its $1B Diet Is Still on Track
Q2 saw 'accelerated' restructuring, but there's still a ways to go. -
Intel Q2 Reflects a Shift to the Cloud
Data centers up, enterprise down. -
Activist Fund Elliott Makes Waves in Nokia-Alcatel Merger
The activist hedge fund picks up a 1.3% AlcaLu stake. -
HP's Q2: Networking & Software Disappoint Again
Q2 revenue falls yet again for networking and software. -
Arista Deposes Andy Bechtolsheim (as CFO)
Former Infinera CFO Ita Brennan takes some work off of Andy Bechtolsheim's hands. -
Arista Networks Casts Doubt on Cisco's APIC Claims
As Arista's Q1 earnings outpace estimates, CEO Jayshree Ullal takes a moment to needle Cisco. -
Cisco CEO John Chambers Gets Cocky on His Final Earnings Call
IoT greatness and the 'wrong' predictions about SDN are on John Chambers' mind in his last earnings call. -
Extreme Networks' New CEO Is Still Working Out His Plan
Q3 comes in as promised, which isn't good news. -
Citrix Q1 Doesn't Disappoint in Disappointing
Citrix's Q1 results are what you expected. -
VMware Touts Q1 Growth but Doesn't Give NSX Numbers
An upbeat earnings report overall, featuring NSX, AirWatch, and vCloud Air. -
For Citrix & Extreme, Q1 Isn't Coming Up Roses
Citrix's restructuring takes a toll; Extreme's customers postpone some orders. -
Arista EOS Gets a Subscription Pricing Option
Smaller cloud players want to pay less up-front for Arista's software. -
Vitesse, a Long-Struggling Ethernet Chipmaker, Lands a $389M Offer
It's been a hard road for Vitesse, but its Carrier Ethernet strategy has panned out.