The new XDR offering combines the FireEye Helix platform with Amazon Inspector, aiming to offer better visibility and protection for applications and data in the cloud.
Armis is the fastest growing cybersecurity software company; Ericsson stock is down nearly 6% since its Vonage acquisition; and Samsung plans to build a $17B semiconductor fab.
Enterprise IT isn’t a natural fit for the wireless industry, but it’s widely regarded the most potentially uplifting market by industry stalwarts and upstarts.
Deloitte ranks the 500 firms based on percentage fiscal year revenue growth from 2017 to 2020. Armis, which ranked No. 25 on the list, grew 8,826% over that period.
Analysts are bewildered by Ericsson’s $6.2B acquisition; sponsorship matters for women in cybersecurity; and Red Hat plans to deploy SASE across telecom infrastructure.
Red Hat doesn’t want to compete with established SD-WAN and cloud security vendors. Instead, the company sees an opportunity to orchestrate SASE deployments.
Some analysts describe Ericsson’s purchase of Vonage as a surprise. “On paper it looks a little bit like square peg, round hole,” analyst Zeus Kerravala said.
Kyndryl and VMware address multi-cloud challenges; the largest hyperscalers now own 700 data centers combined; and Palo Alto Networks reported $1.25 billion in Q1 revenue.
Qualcomm articulated a strategy to push its chipset platform into IoT; Fortinet integrated its SD-WAN with Azure vWAN; and Arista expanded its X-series switch family.
“What you need is a holistic approach with solutions that accommodate the enterprise needs and the hyperscaler needs,” Arista Networks VP Martin Hull said.
The integration extends Fortinet's SD-WAN and firewall security to branch-to-cloud and cloud-to-cloud networking architectures using Azure's vWAN on-ramp.
“We’re having a seven-times expansion of the addressable market and we’ve never had so many end-market opportunities for Qualcomm as we see today,” CEO Cristiano Amon said.
Positive Technologies disclosed a vulnerability affecting Intel processor families; T-Mobile mid-band 5G covers 200M people; and Ericsson revealed an SMO platform.