Dell’Oro: Campus Ethernet Switching Opportunity
The addition of Juniper’s revenue leaves HPE in a neck-and-neck race with Huawei for second place in the campus switch ...
NTT DATA Appoints Bratin Saha as CEO of New AI Unit AIVista
NTT DATA has appointed Dr. Bratin Saha as CEO of NTT DATA AIVista, Inc., a newly established AI-focused subsidiary headquartered ...
Ciena Reports Strong Q4, Upbeat FY2026 Guidance
Ciena closed fiscal Q4 2025 with $1.35 billion in revenue, up 20% year-over-year, as cloud and service provider demand continued ...
Oracle Delivers Big AI Numbers—But with Escalating CapEx and Guidance Pressure
Oracle posted strong fiscal Q2 2026 results as cloud momentum accelerated and large AI-related commitments drove Remaining Performance Obligations (RPO) ...
Arrcus and OpenGlobe Power OpenRAN@Brasil with Programmable IP Backbone
Arrcus and OpenGlobe are partnering with Brazil’s National Education and Research Network (RNP) to deploy a programmable IP backbone for ...
Vodafone Deploys Automated Multi-Vendor Testing to Speed 5G SA Rollout
Vodafone accelerated its 5G core voice network upgrade cycle by rolling out an automated software-testing platform jointly developed with Spirent ...
Austria’s eww ITandTEL Deploys 400G IPoDWDM with IP Infusion
IP Infusion and EPS Global moved eww ITandTEL’s backbone to 400G capacity, positioning the Austrian IT and telecom provider for ...
Dell’Oro: North America Leads with 26% Y/Y Growth
The worldwide Data Center Physical Infrastructure (DCPI) market grew 18 percent year-over-year in 3Q 2025 in manufacturer revenue. Momentum remained ...
Aviz Rolls Out Certified SONiC with Broad ASIC Support
Aviz Networks accelerated the push toward open, multi-vendor data center networking this week by introducing Aviz Certified Community SONiC, a ...
T-Mobile Bets on AI, 6G, and FWA Scale
T-Mobile CEO Srini Gopalan used his UBS 2025 Global Media & Communications Conference appearance to frame 2026 as a pivot ...
AT&T Leans Into Fiber, Lumen Deal and Copper Exit a
AT&T CEO John Stankey set a bullish tone for 2026 at the UBS Global Media & Communications Conference, arguing that ...
Crown Castle Unveils “Crown 2.0” Tower Strategy
Crown Castle CEO Chris Hillabrant sketched out “Crown 2.0” at the UBS Global Media & Communications Conference, describing a sharpened ...
Arista Targets Controller-less Wi-Fi at Massive Scale
Arista introduced major upgrades to its Cognitive Campus portfolio today, highlighted by a new mobility architecture and expanded AI-driven operations. ...
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