Cisco Systems (NASDAQ: CSCO) has many attractive qualities that make it a good choice for today’s times. The company is a blue-chip tech business focused on the infrastructure of the Internet and networking. Hence, it has well-established operations and some insulation from consumer activity; it offers value and pays a nice dividend, about 3.15%.
CONSTELLATION BRANDS, INC.
These qualities were just affirmed by the Q2 results, which outpaced the Marketbeat.com consensus estimates and came with solid guidance. The takeaway is that Cisco Systems' business transformation from a pure play on products to a subscription-based service company is working and delivering value for shareholders.
Cisco Systems Accelerates, Guides Higher
Cisco Systems had an above-average quarter on many levels. Not only did the $13.6 billion in revenue grow by 7.1% versus 4.6% for the average S&P 500 company but it outpaced the consensus estimate by 141 basis points while average S&P 500 companies are underperforming. The gain was driven by a 9% increase in product revenue and a smaller 2% increase in services.
ARR increased in by 6%, driving an increase in the guidance. Product ARR drove the gain here and is up 11% on a YOY basis. Software sales were also strong, up 10%, and came with a 15% increase in subscriptions.
"We are raising our full-year outlook driven by our growing recurring revenue base and RPO, along with our healthy backlog and the steps we have taken to Improve supply. We have again increased our dividend, reflecting the strength of our cash flow generation and our commitment to shareholder returns,” said Scott Herren, CFO of Cisco.
The company experienced margin pressure at both the gross and operating levels and on a GAAP and non-GAAP basis but none were as bad as expected. The contraction resulted in a decline in GAAP earnings of 6% but adjusted earnings rose by 5% and beat the consensus.
Perhaps more importantly, cash flow improved by nearly 100% and helped to increase the cash balance while paying a dividend, repurchasing shares and paying down some debt.
Cisco Issues Strong Guidance, Shares Pop
Cisco Systems' guidance for Q3 and the FY is impressive. The company essentially doubled its outlook for growth from 9% to 10% versus the consensus of 5.72%, and the earnings will also be robust. The company is now expecting adjusted EPS from $3.73 to $3.78 for the full year, which is $0.20 above consensus at the low end of the range.
The takeaway is that Cisco Systems is producing growth, better than expected growth, trades at a very reasonable 13.5X earnings, and pays a market-beating dividend yield. The yield may not stay at 3% with share prices on the move but the distribution is safe. Cisco Systems is paying only 45% of its earnings, has a strong balance sheet and is growing earnings.
Cisco Systems' price action hit bottom in early 2022 and is now in the final stages of what could turn out to be a nice reversal. Price action is up more than 3.5% in early trading and confirming support at key levels within a Head & Shoulders Pattern. The next hurdle is the neckline at $50. If this market can get above that level, it will open the door for a more sustained rally.
The analyst consensus estimate is already above this level and moving higher so it is very likely a breakout will occur. If not, this stock could remain range-bound until other news comes out.
Observability may be the latest buzzword in an industry loaded with them, but Cisco will tell you the primary goal of the technology is to help enterprises get a handle on effectively managing distributed resources in ways that have not been possible in the past.
The idea of employing observability tools and applications is a hot idea. Gartner says that by 2024, 30% of enterprises implementing distributed system architectures will have adopted observability techniques to Improve digital-business service performance, up from less than 10% in 2020.
“Today’s operational teams have tools for network monitoring, application monitoring, infrastructure monitoring, call monitoring, and more, but they rarely intermingle to provide a cohesive view of what’s going on across the enterprise,” according to Carlos Pereira, Cisco Fellow and chief architect in its Strategy, Incubation & Applications group.
Observability looks to address real problems by gathering information across domains and using it to show how one domain influences another and to predict problem areas or trigger incident management, Pereira said.
“By using observability tools, the business is able to determine the state of its applications with a high degree of certainty and understand how their services impact business key performance indicators and customers’ digital experience,” Gartner wrote in a latest observability report. “Observability enables quick interrogation of a digital service to identify the underlying cause of a performance degradation, even when it has never occurred before.”
At the latest Cisco Live! event in Amsterdam, Pereira provided a preview of the underlying architecture for observability called the Cisco Full-Stack Observability Platform. It’s expected in June, though some details have already been announced.
For example, at the Live! event Cisco said it will be unveiling deeper, bi-directional integration between AppDynamics and Cisco’s ThousandEyes digital-experience monitoring software. The tighter integration will enable correlation of business issues across application transactions and their dependencies, end-user experiences, the network path, and internet routing.
Last year, Cisco announced AppDynamics Cloud will offer applications and services that correlate telemetry across multiple domains.
Telemetry use is at the core of observability. Pereira said Cisco’s Full-Stack Observability will bring together the widest set of telemetry data in the industry—
metrics, events, logs, and traces (MELT), driven by OpenTelemetry—and feature a broad portfolio of Cisco technologies as well as an ecosystem of partners and open-source tools.
OpenTelemetry, which is being developed under the Cloud Native Foundation, is a collection of tools, APIs, and SDKs used to instrument, generate, collect, and export telemetry data to analyze software performance and behavior. It’s being developed by contributors from AWS, Azure, Cisco, F5, Google Cloud, and VMware among others.
Cisco expects that the sheer volume of MELT from its ecosystem of enterprises, telcos, and cloud relationships combined with its family of industry partners will deliver it competitive advantage, including development of applications to Improve observability, Pereira said.
The Full-Stack Observability Platform will also take advantage of Cisco’ security portfolio and research to provide telemetry that can be included in new applications to control security across multiple domains.
“The ability to map and correlate security telemetry with all of our other information gives us a huge advantage as we look to help customers manage systems across multiple domains in multiple geographic regions,” Pereira said.
An example of this is the announcement last week of a Business Risk Observability application designed to gauge the seriousness of vulnerabilities and prioritize which are most pressing. It combines data from multiple sources to generate a business risk score for applications or services that have a high likelihood of exploitation and attacks. It gathers data from Cisco’s Kenna Risk Meter, business transaction details from Cisco AppDynamics, API details from its Panoptica software, and threat intelligence data from Talos, its security-research arm.
“If customers have 100 vulnerabilities across their network, they don’t want to hear that they need to patch them all because that just doesn’t happen. They need to know which ones to prioritize, and that’s what Business Risk does,” said Tom Gillis, senior vice president and general manager of security at Cisco. “It gives customers a better understanding of the risk of problems and the business impact of fixing them.”
In a highly distributed world, observability must stretch across all points on the enterprise network edge, whether that be user devices, campus and branch sites, multi-cloud endpoints, or IOT endpoints, said Brandon Butler, research manager with IDC’s Enterprise Networks practice speaking at a latest Cisco-sponsored webinar.
“It's important for the visibility platform to be able to enhance automation platforms, to be able to not just identify when there's a problem in the network, but actually either recommend ways to fix it or proactively mak that fix before it impacts users,” Butler said.
Add security to that, because you can't secure the network unless you know what's actually happening in the network, Butler said.
“So observability platforms provide a foundational layer for being able to enhance the security footprint of the enterprise network edge as well,” Butler said.
Taken together, components of the observability technology will drive use cases such as improving performance and optimization enterprise resources, as well as application security, Pereira said.
Wed, 15 Feb 2023 20:39:00 -0600entext/htmlhttps://www.networkworld.com/article/3687635/cisco-observability-what-you-need-to-know.htmlKillexams : Oracle Cloud Made All The Right Moves In 2022
At the beginning of 2022, I wrote an article deducing that Oracle Cloud was "very credible." My scorecard looked at Oracle Cloud Infrastructure (OCI) across three dimensions: financial performance, customer momentum, and ongoing innovation.
I also noted that it would be interesting to check back at the end of 2022 to review the OCI scorecard. Is Oracle carving out its spot among the top four cloud computing companies? Its string of significant customer wins, impressive cloud growth rates and unique new offerings suggest it’s aiming for “the three hyper scalers,” as we all know them. Let's dig in!
Oracle
OCI by the numbers
Oracle reported outstanding Q2 earnings (which ends on Nov. 30), with total revenue for the quarter reaching more than $200 million above the high end of the guidance range and growing 25% in constant currency. The solid overall revenue growth was primarily due to Oracle's infrastructure and applications cloud businesses, which grew 59% and 45% respectively in constant currency. OCI consumption revenue (realized on a pay-as-you-go basis by usage) was up 88%. Oracle now has 22,000 infrastructure customers, with several customers who signed contracts exceeding $1 billion last quarter.
Sustainability is on everyone’s list
Companies of all sizes want to reduce energy consumption and carbon emissions. Environmental, social, and governance (ESG) are becoming integral to every corporate agenda.
The public cloud offers flexible resources and scalability and reduces power consumption and carbon emissions. These savings come mainly from multitenant architectures, reduced energy usage, and efficient operations.
Case in point, Oracle recently helped Exelon, the nation's largest transmission and distribution utility company, move several Oracle utility applications to OCI, allowing the company to meet its sustainability goals by consolidating data centers and reducing costs.
Earning a place among the “big four”
Importantly, the U.S. Department of Defense awarded Oracle a share of its $9 billion Joint Warfighting Cloud Capability contract. Oracle was among four cloud providers— along with AWS, Microsoft, and Google—which earned a portion of that critical business.
That fact signifies that the Pentagon has joined other large organizations in seeing OCI as a hyperscaler and a trustworthy venue for mission-critical and security-sensitive workloads.
Last year, top technology analyst firms included OCI as one of the four leaders in public cloud computing, with Gartnerrecognizing it as a Visionary in its Magic Quadrant for Cloud Infrastructure and Platform Services. Businesses are also taking notice of OCI and the strides it has made in price performance and features. In 2022, large organizations, including AT&T, Tata Motors, and Subaru, all selected OCI to run business-critical workloads.
Helping to redefine helping the Telco cloud market
Oracle has renewed its strategic agreement with AT&T to deliver new capacity and capabilities for the company’s database and application workloads running in Oracle Cloud.
Vodafone is modernizing many business-critical systems, including 15,000 databases and 8,000 associated applications, using OCI Dedicated Region, which is enabling cloud-based applications to be released faster.
Oracle and Teléfonos de México (TELMEX) jointly announced an agreement to offer OCI services to customers across Mexico.
Oracle and Claro, a Colombian telecommunications operator, are now jointly offering OCI services to public and private sector organizations using the upcoming Oracle Cloud region in Colombia.
Integrated and automated B2B transactions
Oracle B2B Commerce, new this year, integrates and automates end-to-end B2B transactions. This service combines direct connectivity between Oracle Cloud ERP (running on OCI) and service providers ranging from J.P. Morgan Payments to other financial services firms, insurance companies, and delivery services. Oracle B2B Commerce uses a unified data model and secure workflows to digitize the entire B2B commerce process.
Direct integration with J.P. Morgan Payments will enable Oracle Cloud ERP mutual customers to benefit from integrated banking services: Deliver turnkey connectivity and integration with J.P. Morgan Payments.
A planned FedEx Compatible program solution will enable Oracle Cloud ERP customers to benefit from integrated logistics services.
Between traction in the telco market, investment in healthcare, and integration across SaaS, infrastructure, and third parties, Oracle is making its cloud capabilities more modular better to address different challenges in different industries and business functions. I’ll closely watch Oracle’s “industry cloud” business's growth.
Momentum in AI/ML workloads
Last year OCI announced a multiyear partnership with NVIDIA. The collaboration will bring the NVIDIA accelerated computing stack, from GPUs to systems to software, to OCI customers. As part of the collaboration, OCI is adding tens of thousands of NVIDIA GPUs to its capacity. Combined with OCI's AI cloud infrastructure of bare metal compute, cluster networking, and storage, enterprises have a broad, easily accessible portfolio of options for AI training and deep learning inference at scale.
For example, Adept AI, a machine learning research and product lab, uses OCI and thousands of NVIDIA GPUs to develop a universal AI teammate capable of performing various tasks.
MySQL Heatwave provides a single analytics and machine learning (ML) platform. There is no need for a separate analytics database, separate ML tools, and extract, transform, and load (ETL) duplication.
Flexible multi-cloud options
Oracle has clearly recognized that customers want cloud services in different ways and places - and that a handful of hyperscale regions is insufficient. It’s been the most aggressive with what they call a “distributed cloud” strategy and series of announcements. OCI Multicloud provides flexible multi-cloud options. Last year, Oracle Database Service for Microsoft Azure launched, enabling customers like Marriott to integrate the capabilities of two major cloud providers for better performance and scalability. Oracle Database Service for Microsoft Azure is available across 12 regions, including newly launched interconnection locations in Phoenix, Seoul, Singapore, and South Africa.
Customers like Integra Life Sciences, MESTEC, Murad, and TIM Brasil are taking advantage of OCI's comprehensive services to simplify multi-cloud deployment.
OCI Hybrid Cloud – Oracle Exadata Cloud@Customer has momentum, with OCI now managing cloud infrastructure at customer data centers in more than 60 countries as a part of its distributed cloud. In addition, OCI previewed Compute Cloud@Customer last June, enabling customers to run applications on managed infrastructure in on-premises data centers. HSBC, for example, will migrate select database systems to Oracle Exadata Cloud@Customer, a cloud platform delivered as a managed infrastructure service in HSBC's data centers.
OCI Dedicated Cloud – which provides full regions for specific customers, like the aforementioned Vodafone, and NRI, which runs most of Japan’s capital markets.
Oracle Cloud Regions are globally distributed data centers. OCI continues to grow, currently operating 41 public cloud regions (55 including classified regions) across 22 countries on five continents. OCI has launched five new public cloud regions this year alone. As a result, OCI can now serve customers locally in South Africa, Paris, Spain, and Chicago (announced Dec. 15), and OCI is the first cloud provider to operate in Mexico. Additionally, OCI plans to launch its first commercial region in the Republic of Serbia (the country’s first by any hyperscaler) and Colombia. OCI will also add second regions in Chile, Saudi Arabia, Mexico, and Singapore.
Sovereign Cloud Regions meet the demand for protecting sensitive data in public clouds. OCI introduced two sovereign regions for the EU in Germany and Spain. Organizations in the EU can use these regions to host sensitive data and applications in alignment with relevant EU regulations and guidance.
Moving data between applications and the cloud
Oracle offers over 80 integration adapters for popular third-party software, including Salesforce, SAP, Marketo, Microsoft SQL Server, Paypal, ServiceNow, and Workday. Together with another 300 prebuilt integrations, these supported connectors enable customers to quickly move data between applications and cloud APIs, which new web services can use.
OCI’s integration services allow customers to move existing on-premises Oracle applications, unchanged, to OCI public cloud. That means businesses can continue to run proven systems until the time comes to modernize.
UK's Heathrow Airport modernized its operations by moving to Oracle Fusion Applications and integrating third-party software such as Azure AD directory services, IBM Maximo asset management, and Office 365 SharePoint collaboration software, with help from partners Capgemini and Flexagon.
Wrapping up
Oracle is making all the right moves, and customers are voting with dollars. The customer momentum appears to be broad-based. Enterprise customers are running mission-critical workloads on OCI. Oracle's trial of those customers is Albertson’s, GE Aerospace, Mazda Motors Europe, Nespresso, Toyota, Zoom, FedEx, Experian, and Zebra Technologies.
Even the beautiful game is on board with the Premier League, the world’s most watched domestic football (soccer) league, moving its historical content archive, with footage of every game played over the last 30 years, exclusively to OCI.
Has OCI increased its credibility over the past year? The facts speak for themselves as OCI lands many big-name customers. One must assume those customers spent due diligence looking at Microsoft Azure, Amazon's AWS, and Google Cloud before picking Oracle. That speaks volumes to me and shows OCI displayed the ability to deliver more business value than the alternatives.
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Moor Insights & Strategy founder, CEO, and Chief Analyst Patrick Moorhead is an investor in dMY Technology Group Inc. VI, Dreamium Labs, Groq, Luminar Technologies, MemryX, and Movandi.
(Reuters) -Cisco Systems Inc on Wednesday raised its full-year earnings forecast and delivered strong second-quarter results, indicating that spending on network infrastructure was staying resilient in the face of an economic slowdown.
The maker of routers and other products that run computer networks and the internet said customers were keeping investments steady in systems related to cloud, artificial intelligence and tools for hybrid work.
The company is also benefiting from the easing of pandemic-driven supply chain constraints, which plagued its business last year and resulted in significant inventory buildup.
"Cisco is better positioned today than at any time since I became CEO almost eight years ago," Chuck Robbins said in a post-earnings analyst call. Shares of the company were 3% higher after earlier jumping 12% in extended trading.
For fiscal 2023, Cisco said it expects revenue growth of 9% to 10.5%, and adjusted per share earnings between $3.73 to $3.78. It had previously forecast revenue growth of 4.5% to 6.5% and earnings per share of $3.51 to $3.58.
Its second-quarter adjusted earnings of 88 cents per share and revenue of $13.59 billion were both higher than market estimates pooled by Refinitiv.
"This is very strong growth and shows that the company may finally be exiting a difficult period related to supply-chain challenges," said Scott Raynovich, chief analyst at Futuriom.
Cisco said it reduced backlog 6% sequentially, while remaining performance obligations (RPO), a metric that denotes contractual revenue that will be recognized in the future, was $31.8 billion as of January-end, compared to $30.9 billion in October.
Cisco's strong performance comes at a time of cost-cutting and restructuring across the U.S. technology sector in response to economic headwinds. Cisco had announced a nearly 5% workforce reduction in November.
(Reporting by Yuvraj Malik in Bengaluru; Editing by Shailesh Kuber)
Cisco has strengthened some of its key security software packages with an eye toward better protecting distributed enterprise resources.
Specifically, Cisco added more intelligence to its Duo access-protection software and introduced a new application called Business Risk Observability that can help enterprises measure the impact of security risks on their core applications. The company also enhanced its SASE offering by expanding its SD-WAN integration options.
Cisco Duo enhancements strengthen access control
The cloud-based Duo service helps protect organizations against cyber breaches by using adaptive multi-factor authentication (MFA) to verify the identity of users and the health of their devices before granting access to applications.
Cisco paid $2.35 billion in 2018 for Duo and has been enhancing and expanding its use across its product line. Most recently, Cisco rolled out Duo Passwordless Authentication with support for biometric authentication, including Microsoft Windows and Apple Macs. Passwordless authentication is aimed at reducing the risk of phishing attacks and their ability to utilize stolen passwords as well as addressing MFA fatigue.
With that in mind, the Duo service now also supports features called Remembered Devices and Wi-Fi Fingerprint that allow users to avoid repeated authentications as they move from application to application in trusted operations. Another new feature, called Tested Push, enables Duo to recognize behavior from known attack patterns and require the user to enter a code instead of just pushing a button to confirm.
Using MFA fatigue as an attack vector has led to some high profile breaches, said Tom Gillis, senior vice president and general manager of security at Cisco. “Attackers have built an attack that will look like an MFA request on your phone, but it's actually a way to get into the network,” he said. “So rather than have users mindlessly clicking through MFA requests, we have added the ability to intelligently and selectively let customers set a security policy that reduces that possibility.”
Business Risk Observability scores threat potential
Cisco’s new Business Risk Observability application is designed to help IT teams gauge the seriousness of vulnerabilities and prioritize which are most pressing to address.
The application combines data from multiple sources – score distribution data from Cisco’s Kenna Risk Meter, business transaction details from Cisco AppDynamics, API details from its Panoptica software, and threat intelligence data from Talos – to generate a business risk score for applications or services that have a high likelihood of exploitation, Gillis said.
“If customers have 100 vulnerabilities across their network, they don’t want to hear that they need to patch them all because that just doesn’t happen – they need to know which ones to prioritize and that’s what Business Risk does,” Gillis said. “It gives customers a better understanding of the risk of problems and the business impact of fixing them.”
The Business Risk Observability application, available now, is part of Cisco’s emerging Full-Stack Observability architecture. The broader platform employs a variety of technologies, including OpenTelemetry, to offer applications and services that correlate network and application data across multiple domains to help customers analyze software performance and behavior using AI and ML techniques.
Cisco's AppDynamics Cloud application-monitoring service uses OpenTelemetry, and additional applications will be added to the Full-Stack Observability architecture in the future, Cisco says.
For example, Cisco will be unveiling deeper, bi-directional integration between AppDynamics and Cisco’s ThousandEyes digital-experience monitoring software. The tighter integration will enable correlation of business issues across application transactions and their dependencies, end-user experiences, the network path and internet routing, according to Liz Centoni, Cisco’s chief strategy officer and general manager, applications.
“Applications are moving targets. Managing and securing them requires insights on application behavior, network intelligence, and ultimately the users and devices that interact with them,” Centoni wrote in a blog about this week’s news. “Applications are no longer just another way to interact with customers, partners, and end users. They are the business, and every organization must deliver always-on, secure, exceptional application experiences to win in today’s experience economy.”
Cisco strengthens SASE, SD-WAN ties
In addition to the new applications, Cisco bolstered its SASE subscription service by expanding access to its core Cisco SD-WAN package (Viptela) for increased security, networking and application access.
Until now, the SASE subscription service, called Cisco+ Secure Connect, featured Cisco Meraki SD-WAN technology, which includes integrated branch connectivity, security, management, orchestration, and automation support, manageable via a single dashboard.
To simplify network security and policy management, Cisco+ Secure Connect now supports integration into Cisco SD-WAN fabrics using Viptela technology.
The idea is to offer customers an option to buy and implement SASE or SD-WAN technology where they need it, all via a cloud operating model that makes it simple to buy and consume the necessary components, Cisco said.
Integrating Cisco+ Secure Connect with the core enterprise SD-WAN offering takes the package up a notch by offering centralized management for policy and monitoring and increased secure internet access for branch offices.
Mon, 13 Feb 2023 16:04:00 -0600entext/htmlhttps://www.networkworld.com/article/3687139/cisco-security-upgrades-strengthen-access-control-risk-analysis.htmlKillexams : 5G Infrastructure Market Size, Global Insights and Trends, Forecasts to 2028
The MarketWatch News Department was not involved in the creation of this content.
Jan 27, 2023 (The Expresswire) -- Final Report will add the analysis of the impact of Russia-Ukraine War and COVID-19 on this 5G Infrastructure industry.
"5G Infrastructure Market" Research Report 2023 is the professional market analysis study by 360 Research Reports surrounding growth opportunities and market expansion potential. The record breaks the market period through amount and value, mainly based on application, type, and geography. Similarly, the research also provides information on the top players associated with the 5G Infrastructure market during the forecast period from 2023 to 2028.
5G Infrastructure Market Size is projected to Reach Multimillion USD by 2028, In comparison to 2021, at unexpected CAGR during the forecast Period 2022-2028.
Browse Detailed TOC, Tables and Figures with Charts which is spread across 103 Pages that provides exclusive data, information, vital statistics, trends, and competitive landscape details in this niche sector.
This research report is the result of an extensive primary and secondary research effort into the 5G Infrastructure market. It provides a thorough overview of the market's current and future objectives, along with a competitive analysis of the industry, broken down by application, type and regional trends.It also provides a dashboard overview of the past and present performance of leading companies. A variety of methodologies and analyses are used in the research to ensure accurate and comprehensive information about the 5G Infrastructure Market.
Attractive Opportunities In the 5G Infrastructure Market:
The Global 5G Infrastructure market is anticipated to rise at a considerable rate during the forecast period, between 2023 and 2028. In 2021, the market is growing at a steady rate and with the rising adoption of strategies by key players, the market is expected to rise over the projected horizon.
5th generation wireless systems, abbreviated 5G, are improved wireless network technologies deploying in 2018 and later. The primary technologies include: Millimeter wave bands (26, 28, 38, and 60 GHz) offer performance as high as 20 gigabits per second; Massive MIMO (Multiple Input Multiple Output - 64-256 antennas) offers performance "up to ten times current 4G networks;" "Low-band 5G" and "Mid-band 5G" use frequencies from 600 MHz to 6 GHz, especially 3.5-4.2 GHz.
E2E network slicing is a foundation to support diversified 5G services and is key to 5G network architecture evolution. Based on NFV and SDN, physical infrastructure of the future network architecture consists of sites and three-layer DCs. Sites support multiple modes (such as 5G, LTE, and Wi-Fi) in the form of macro, micro, and pico base stations to implement the RAN real time function. These functions have high requirements for computing capability and real time performance and require the inclusion of specific dedicated hardware. Threelayer cloud DC consists of computing and storage resources. The bottom layer is the central office DC, which is closest in relative proximity to the base station side. The second layer is the local DC, and the upper layer is the regional DC, with each layer of arranged DCs connected through transport networks.
According to diversified service requirements, networks generate corresponding network topologies and a series of network function sets (network slices) for each corresponding service type using NFV on a unified physical infrastructure. Each network slice is derived from a unified physical network infrastructure, which greatly reduces subsequent operators' network construction costs. Network slices feature a logical arrangement and are separated as individual structures, which allows for heavily customizable service functions and independent OandM.
Market Analysis and Insights: Global 5G Infrastructure Market
The research report studies the 5G Infrastructure market using different methodologies and analyzes to provide accurate and in-depth information about the market. For a clearer understanding, it is divided into several parts to cover different aspects of the market. Each area is then elaborated to help the reader comprehend the growth potential of each region and its contribution to the global market. The researchers have used primary and secondary methodologies to collate the information in the report. They have also used the same data to generate the current market scenario. This report is aimed at guiding people towards an apprehensive, better, and clearer knowledge of the market.
Due to the COVID-19 pandemic, the global 5G Infrastructure market size is estimated to be worth USD 5575 million in 2021 and is forecast to a readjusted size of USD 24810 million by 2028 with a CAGR of 21.0Percent during the forecast period 2022-2028.
Global 5G Infrastructure key players include Qualcomm (US), Intel (US), Ericsson (SE), Samsung (KR), NEC (JP), Cisco (US), Qorvo (US), Huawei (CN), etc.
Global 5G Infrastructure Scope and Segment
The global 5G Infrastructure market is segmented by company, region (country), by Type and by Application. Players, stakeholders, and other participants in the global 5G Infrastructure market will be able to gain the upper hand as they use the report as a powerful resource. The segmental analysis focuses on revenue and forecast by region (country), by Type, and by Application for the period 2017-2028.
Which segment is expected to lead the global 5G Infrastructure market during the forecast period?
Based on Type, the market can be classified intoFemtocell, Pico Cell, Micro Cell, Macro Cell
What are the key driving factors for the growth of the 5G Infrastructure Market?
Use of Smart Home, Autonomous Driving, Smart Cities, Industrial IoT, Smart Farming, Healthcare and Mission Critical Applications, Logistics and Shipping, Security and Surveilance and in multiple sectors has led to significant growth in demand for 5G Infrastructure in the market
Which region is dominating the 5G Infrastructure market growth?
Region Wise the global trend is analyzed across :
● North America (United States, Canada and Mexico) ● Europe (Germany, UK, France, Italy, Russia and Turkey etc.) ● Asia-Pacific (China, Japan, Korea, India, Australia, Indonesia, Thailand, Philippines, Malaysia and Vietnam) ● South America (Brazil, Argentina, Columbia etc.) ● Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria and South Africa)
This 5G Infrastructure Market Research/Analysis Report Contains Answers to your following Questions
● What are the global trends in the 5G Infrastructure market? Would the market witness an increase or decline in the demand in the coming years? ● What is the estimated demand for different types of products in 5G Infrastructure? What are the upcoming industry applications and trends for 5G Infrastructure market? ● What Are Projections of Global 5G Infrastructure Industry Considering Capacity, Production and Production Value? What Will Be the Estimation of Cost and Profit? What Will Be Market Share, Supply and Consumption? What about Import and Export? ● Where will the strategic developments take the industry in the mid to long-term? ● What are the factors contributing to the final price of 5G Infrastructure? What are the raw materials used for 5G Infrastructure manufacturing? ● How big is the opportunity for the 5G Infrastructure market? How will the increasing adoption of 5G Infrastructure for mining impact the growth rate of the overall market? ● How much is the global 5G Infrastructure market worth? What was the value of the market In 2020? ● Who are the major players operating in the 5G Infrastructure market? Which companies are the front runners? ● Which are the latest industry trends that can be implemented to generate additional revenue streams? ● What Should Be Entry Strategies, Countermeasures to Economic Impact, and Marketing Channels for 5G Infrastructure Industry?
Customization of the Report
Our research analysts will help you to get customized details for your report, which can be modified in terms of a specific region, application or any statistical details. In addition, we are always willing to comply with the study, which triangulated with your own data to make the market research more comprehensive in your perspective.
Detailed TOC of Global 5G Infrastructure Market Insights and Forecast to 2028
1 Market Overview of 5G Infrastructure 1.1 5G Infrastructure Market Overview 1.1.1 5G Infrastructure Product Scope 1.1.2 5G Infrastructure Market Status and Outlook 1.2 Global 5G Infrastructure Market Size Overview by Region 2017 VS 2021 VS 2028 1.3 Global 5G Infrastructure Market Size by Region (2017-2028) 1.4 Global 5G Infrastructure Historic Market Size by Region (2017-2022) 1.5 Global 5G Infrastructure Market Size Forecast by Region (2023-2028) 1.6 Key Regions, 5G Infrastructure Market Size (2017-2028) 1.6.1 North America 5G Infrastructure Market Size (2017-2028) 1.6.2 Europe 5G Infrastructure Market Size (2017-2028) 1.6.3 Asia-Pacific 5G Infrastructure Market Size (2017-2028) 1.6.4 Latin America 5G Infrastructure Market Size (2017-2028) 1.6.5 Middle East and Africa 5G Infrastructure Market Size (2017-2028) 2 5G Infrastructure Market Overview by Type 2.1 Global 5G Infrastructure Market Size by Type: 2017 VS 2021 VS 2028 2.2 Global 5G Infrastructure Historic Market Size by Type (2017-2022) 2.3 Global 5G Infrastructure Forecasted Market Size by Type (2023-2028) 2.4 Femtocell 2.5 Pico Cell 2.6 Micro Cell 2.7 Macro Cell 3 5G Infrastructure Market Overview by Application 3.1 Global 5G Infrastructure Market Size by Application: 2017 VS 2021 VS 2028 3.2 Global 5G Infrastructure Historic Market Size by Application (2017-2022) 3.3 Global 5G Infrastructure Forecasted Market Size by Application (2023-2028) 3.4 Smart Home 3.5 Autonomous Driving 3.6 Smart Cities 3.7 Industrial IoT 3.8 Smart Farming 3.9 Healthcare and Mission Critical Applications 3.10 Logistics and Shipping 3.11 Security and Surveilance 4 5G Infrastructure Competition Analysis by Players 4.1 Global 5G Infrastructure Market Size by Players (2017-2022) 4.2 Global Top Players by Company Type (Tier 1, Tier 2 and Tier 3) and (based on the Revenue in 5G Infrastructure as of 2021) 4.3 Date of Key Players Enter into 5G Infrastructure Market 4.4 Global Top Players 5G Infrastructure Headquarters and Area Served 4.5 Key Players 5G Infrastructure Product Solution and Service 4.6 Competitive Status 4.6.1 5G Infrastructure Market Concentration Rate 4.6.2 Mergers and Acquisitions, Expansion Plans 5 Company (Top Players) Profiles and Key Data 5.1 Qualcomm (US) 5.1.1 Qualcomm (US) Profile 5.1.2 Qualcomm (US) Main Business 5.1.3 Qualcomm (US) 5G Infrastructure Products, Services and Solutions 5.1.4 Qualcomm (US) 5G Infrastructure Revenue (US$ Million) and (2017-2022) 5.1.5 Qualcomm (US) latest Developments 5.2 Intel (US) 5.2.1 Intel (US) Profile 5.2.2 Intel (US) Main Business 5.2.3 Intel (US) 5G Infrastructure Products, Services and Solutions 5.2.4 Intel (US) 5G Infrastructure Revenue (US$ Million) and (2017-2022) 5.2.5 Intel (US) latest Developments 5.3 Ericsson (SE) 5.3.1 Ericsson (SE) Profile 5.3.2 Ericsson (SE) Main Business 5.3.3 Ericsson (SE) 5G Infrastructure Products, Services and Solutions 5.3.4 Ericsson (SE) 5G Infrastructure Revenue (US$ Million) and (2017-2022) 5.3.5 Samsung (KR) latest Developments 5.4 Samsung (KR) 5.4.1 Samsung (KR) Profile 5.4.2 Samsung (KR) Main Business 5.4.3 Samsung (KR) 5G Infrastructure Products, Services and Solutions 5.4.4 Samsung (KR) 5G Infrastructure Revenue (US$ Million) and (2017-2022) 5.4.5 Samsung (KR) latest Developments 5.5 NEC (JP) 5.5.1 NEC (JP) Profile 5.5.2 NEC (JP) Main Business 5.5.3 NEC (JP) 5G Infrastructure Products, Services and Solutions 5.5.4 NEC (JP) 5G Infrastructure Revenue (US$ Million) and (2017-2022) 5.5.5 NEC (JP) latest Developments 5.6 Mediatek (TW) 5.6.1 Mediatek (TW) Profile 5.6.2 Mediatek (TW) Main Business 5.6.3 Mediatek (TW) 5G Infrastructure Products, Services and Solutions 5.6.4 Mediatek (TW) 5G Infrastructure Revenue (US$ Million) and (2017-2022) 5.6.5 Mediatek (TW) latest Developments 5.7 Cisco (US) 5.7.1 Cisco (US) Profile 5.7.2 Cisco (US) Main Business 5.7.3 Cisco (US) 5G Infrastructure Products, Services and Solutions 5.7.4 Cisco (US) 5G Infrastructure Revenue (US$ Million) and (2017-2022) 5.7.5 Cisco (US) latest Developments 5.8 Marvell 5.8.1 Marvell Profile 5.8.2 Marvell Main Business 5.8.3 Marvell 5G Infrastructure Products, Services and Solutions 5.8.4 Marvell 5G Infrastructure Revenue (US$ Million) and (2017-2022) 5.8.5 Marvell latest Developments 5.9 Qorvo (US) 5.9.1 Qorvo (US) Profile 5.9.2 Qorvo (US) Main Business 5.9.3 Qorvo (US) 5G Infrastructure Products, Services and Solutions 5.9.4 Qorvo (US) 5G Infrastructure Revenue (US$ Million) and (2017-2022) 5.9.5 Qorvo (US) latest Developments 5.10 Huawei (CN) 5.10.1 Huawei (CN) Profile 5.10.2 Huawei (CN) Main Business 5.10.3 Huawei (CN) 5G Infrastructure Products, Services and Solutions 5.10.4 Huawei (CN) 5G Infrastructure Revenue (US$ Million) and (2017-2022) 5.10.5 Huawei (CN) latest Developments 6 North America 6.1 North America 5G Infrastructure Market Size by Country (2017-2028) 6.2 U.S. 6.3 Canada 7 Europe 7.1 Europe 5G Infrastructure Market Size by Country (2017-2028) 7.2 Germany 7.3 France 7.4 U.K. 7.5 Italy 7.6 Russia 8 Asia-Pacific 8.1 Asia-Pacific 5G Infrastructure Market Size by Region (2017-2028) 8.2 China 8.3 Japan 8.4 South Korea 8.5 India 8.6 Australia 8.7 China Taiwan 8.8 Indonesia 9 Latin America 9.1 Latin America 5G Infrastructure Market Size by Country (2017-2028) 9.2 Mexico 9.3 Brazil 9.4 Argentina 10 Middle East and Africa 10.1 Middle East and Africa 5G Infrastructure Market Size by Country (2017-2028) 10.2 Turkey 10.3 Saudi Arabia 10.4 U.A.E 11 5G Infrastructure Market Dynamics 11.1 5G Infrastructure Industry Trends 11.2 5G Infrastructure Market Drivers 11.3 5G Infrastructure Market Challenges 11.4 5G Infrastructure Market Restraints 12 Research Finding /Conclusion 13 Methodology and Data Source 13.1 Methodology/Research Approach 13.1.1 Research Programs/Design 13.1.2 Market Size Estimation 13.1.3 Market Breakdown and Data Triangulation 13.2 Data Source 13.2.1 Secondary Sources 13.2.2 Primary Sources 13.3 Disclaimer 13.4 Author List
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Fri, 27 Jan 2023 09:21:00 -0600en-UStext/htmlhttps://www.marketwatch.com/press-release/5g-infrastructure-market-size-global-insights-and-trends-forecasts-to-2028-2023-01-27Killexams : Cisco looks to Full-Stack Observability Platform to address demands of experience economy
The battle among consumer brands to gain market share by focusing on the experience customers have in accessing their products and services is quickly reaching into the enterprise arena, whereby hybrid workers expect the capability of their IT services to be identical wherever they are. As these expectations increase, Cisco has undertaken a tech preview of its Full-Stack Observability Platform in what amounts to a preview of how it aims to allow firms to deliver the required digital experiences by staff, customers and partners alike.
Scheduled for general availability in June 2023, Cisco Full-Stack Observability is designed to allow teams to bring together telemetry data from their own context and drive correlated insights across the entire IT estate, whether they are DevOps engineers, site reliability engineers (SREs), cloud ops, ITOps, line of business or members of the C-suite.
Moreover, the system is attributed with allowing performance impact and experience tracing to be seen through the lens of network issues and security vulnerabilities with artificial intelligence (AI)-driven root cause analysis viewed in any type of infrastructure and any multi-cloud configuration. Cisco assures that analysis will then be tied to business context so teams can identify, prioritise, resolve and even predict issues before they impact the end user and business.
Explaining the rationale for the launch of such a product at Cisco Live 2023, the company was confident, and said it will enable new and custom use cases by enriching capabilities, extending services and creating value-added offerings including tools for augmenting business processes.
It added that unlike data lakes, the new service is driven by use cases and business context that are directly calibrated to specific business outcomes rather than simply querying data itself. It offered as an example the ability to integrate business transactions and correlate with IT signals, a differentiated capability from the existing AppDynamics set, now a foundational element of the Cisco Full-Stack Observability Platform.
“Organisations demand more integration points to understand what potential problems and vulnerabilities exist and how to fix them before they impact the company and send customers looking for a better experience somewhere else,” said Liz Centoni, executive vice-president, chief strategy officer and general manager of applications.
“Cisco Full-Stack Observability delivers insights with real business context – that’s critical in a world where ‘experience’ is the new KPI [key performance indicator].”
For Mohit Lad, manager and co-founder of Cisco ThousandEyes, the observability offering can be seen in a change in the way in which traditional network monitoring has taken place and the way in which teams have operated.
“Typically, you have different teams coming together, like the network team and the app team infrastructure, and the only objective they usually have is to prove that ‘it’s not me’. You can very, very quickly figure out what is not the problem, but how to figure out what is the problem? That’s the philosophy mindset.
“A couple of things are really important in how we’ve approached this, and one is the need to be able to see past your borders and be able to understand the entire picture. And then it’s all about making sure that the product and the technology and the thinking is designed around connecting people across organisations.”
Said to be built to address “massive” scale and performance, the Full-Stack Observability Platform allows organisations to spawn an application ecosystem built on the open, extensible architecture. Full-Stack Observability brings together telemetry data – metrics, events, logs and traces (Melt) driven by the OpenTelemetry open source observability framework – which has made possible the ability to normalise ingestion of data in near-real time or real time. OpenTelemetry offers supplier-neutral application programming interfaces and other tools for collecting data from cloud-native and third-party applications, and supporting infrastructure to understand performance and threats.
As an example of the type of company that would provide a good example of how gaining enriched network visibility can result in a better internal and external customer experience, Centoni cited UK airline EasyJet.
“They have EasyJet.com, and when you go into it in terms of an application, they have operations in the back end such as how they schedule their crews and their own [internal business processes], things we don’t see, and they need to bring all of this together, and how do they do that? But [customers] just expect [the airline website] to work, and when it doesn’t, we all feel we’re not happy about it in the experience,” she said.
“They want visibility from everything ... but they also need visibility on the network side on the back end [as regards] connectivity, and on the security side for the security-monitoring piece. They might be using a cloud service from any of the big cloud providers. They might be using SaaS [software as a service] or authentication for payment. They might not build their own payment service – they might be leveraging somebody else’s. But you don’t [know what] all comes together to build that application.”
Active monitoring
Lad notes that observability is not new, and that where Cisco has extended it out is from going from passive to active monitoring to see if something is right and discover how it impacts the application experience in the experience economy.
“Let’s take the example of a large financial organisation with about 30,000 customers,” Centoni noted. "They have got everything from retail to commercial, institutional to private banking. And what they’re up against is a set of really nimble competitors who have come in in the age of banks that don’t have bricks and mortar disrupting their business. They have digitised their front end. Financial customers [are now] adopting full stack observability because of exactly that reason, wanting to make sure that they’re disrupting their own way of business.”
Wed, 08 Feb 2023 15:00:00 -0600entext/htmlhttps://www.computerweekly.com/news/365530655/Cisco-looks-to-Full-Stack-Observability-Platform-to-address-demands-of-experience-economyKillexams : Cisco beats earnings and revenue estimates, boosts full-year guidance
watch now
Cisco reported better-than-expected fiscal second-quarter results on Wednesday and lifted its forecast for the full year. Shares of the computer networking company initially jumped in extended trading before paring most of their gains.
Here's how the company did:
Earnings: 88 cents per share, adjusted, vs. 86 cents per share as expected by analysts, according to Refinitiv.
Revenue: $13.59 billion vs. $13.43 billion as expected by analysts, according to Refinitiv.
Cisco's total revenue grew 7% year over year in the quarter, which ended Jan. 28, according to a statement. Net income fell about 7% to $2.77 billion.
Some components that go in Cisco's hardware products remain constraints, but the company did see an improvement across the board, CEO Chuck Robbins said on a conference call with analysts.
"Based on the sequentials that we saw, demand remains stable," he said, although he added some sales cycles are longer than usual.
Cisco's public sector business performed more strongly than it has historically, while in the service provider category, some customers are adjusting to the better delivery of the company's products into their environments, Robbins said.
The company called for fiscal third-quarter adjusted earnings of 96 cents to 98 cents per share and 11% to 13% revenue growth. Analysts surveyed by Refinitiv had been looking for adjusted earnings per share of 89 cents and revenue of $13.58 billion, which implies almost 6% growth.
Cisco lifted its guidance for the 2023 fiscal year, and now expects $3.73 to $3.78 in adjusted earnings per share and 9% to 10.5% revenue growth. Both numbers are well ahead of analysts' estimates.
But Cisco said its backlog increased year over year. The backlog for both hardware and software is still considerably higher than usual for Cisco because of limited supply availability, said Scott Herren, Cisco's finance chief.
"We continue to have very low order cancellation rates, which remain below pre-pandemic levels," Herren said.
Logistics costs have come down somewhat, he said.
In the fiscal second quarter Cisco's largest business segment, Secure, Agile Networks, featuring networking switches for data centers, posted $6.75 billion in revenue. That was up 14% and more than the $6.52 billion consensus among analysts polled by StreetAccount.
The Internet for the Future unit, which includes routed optical networking hardware, contributed $1.31 billion, down 1% and just below the $1.32 billion StreetAccount consensus.
Revenue from Cisco's Collaboration division containing Webex fell by 10% to $958 million, falling short of StreetAccount's $1.06 billion consensus.
In the quarter, Cisco announced updates to its AppDynamics cloud software for application monitoring and disclosed a restructuring plan that includes changes to its real estate portfolio.
Notwithstanding the after-hours move, Cisco shares have inched about 2% higher, while the S&P 500 index is up 8% in the same time period.
Wed, 15 Feb 2023 17:23:00 -0600entext/htmlhttps://www.cnbc.com/2023/02/15/cisco-csco-earnings-q2-2023.htmlKillexams : Data Center Server Market Growth, Trends and Industry Forecast 2023-2028 with Top Countries Data
The MarketWatch News Department was not involved in the creation of this content.
Feb 13, 2023 (The Expresswire) -- "Data Center Server Market" Research Report 2023 Provides a Basic overview of the Industry including definitions, Company profiles of the Important thing individuals working within the international market, Key players profiled in the report are [Lenovo, HP, Fujitsu, HPE, Oracle, Super Micro Computer, SGI, IBM, Bull (Atos), NEC, Hitachi, Cisco, Huawei, Inspur, Dell] and others. and others. The Data Center Server market report provides information regarding market size, classifications, applications, growth, industry chain structure, share, trends, competition, cost structure, global market landscape, market drivers, challenges and opportunities, capacity, revenue and forecast for 2028.
What is the projected market size and growth rate of the Data Center Server Market?
Data Center Server Market Size is projected to Reach Multimillion USD by 2029, In comparison to 2023, at unexpected CAGR during the forecast Period 2023-2029.
Browse Detailed TOC, Tables and Figures with Charts which is spread across 108 Pages that provides exclusive data, information, vital statistics, trends, and competitive landscape details in this niche sector.
Client Focus
1. Does this report consider the impact of COVID-19 and the Russia-Ukraine war on the Data Center Server market?
Yes. As the COVID-19 and the Russia-Ukraine war are profoundly affecting the global supply chain relationship and raw material price system, we have definitely taken them into consideration throughout the research, and in Chapters, we elaborate at full length on the impact of the pandemic and the war on the Data Center Server Industry
Final Report will add the analysis of the impact of Russia-Ukraine War and COVID-19 on this Data Center Server Industry.
This research report is the result of an extensive primary and secondary research effort into the Data Center Server market. It provides a thorough overview of the market's current and future objectives, along with a competitive analysis of the industry, broken down by application, type and regional trends. It also provides a dashboard overview of the past and present performance of leading companies. A variety of methodologies and analyses are used in the research to ensure accurate and comprehensive information about the Data Center Server Market.
Data Center Server Market - Competitive and Segmentation Analysis:
2. How do you determine the list of the key players included in the report?
With the aim of clearly revealing the competitive situation of the industry, we concretely analyze not only the leading enterprises that have a voice on a global scale, but also the regional small and medium-sized companies that play key roles and have plenty of potential growth.
Which are the driving factors of the Data Center Server market?
Rising Adoption of [Industrial Servers, Commercial Servers] among Businesses Drives Data Center Server Market Growth
Based onProduct Types the Market is categorized into [SAN System, NAS System, DAS System]that held the largest Data Center Server market share In 2022.
Short Description About Data Center Server Market:
The Global Data Center Server market is anticipated to rise at a considerable rate during the forecast period, between 2023 and 2029. In 2021, the market is growing at a steady rate and with the rising adoption of strategies by key players, the market is expected to rise over the projected horizon.
The global Data Center Server market size was valued at USD 33986.63 million in 2021 and is expected to expand at a CAGR of 12.69% during the forecast period, reaching USD 69598.62 million by 2027.
Data centers are physical or virtual infrastructure used by enterprises to house computer, server and networking systems and components for the company's information technology (IT) needs, which typically involve storing, processing and serving large amounts of mission-critical data to clients in a client/server architecture. Data center management involves ensuring the reliability of both the connections to the data center as well as the mission-critical information contained within the data center's storage. It also entails efficiently placing application workloads on the most cost-effective compute resource available.
The report combines extensive quantitative analysis and exhaustive qualitative analysis, ranges from a macro overview of the total market size, industry chain, and market dynamics to micro details of segment markets by type, application and region, and, as a result, provides a holistic view of, as well as a deep insight into the Data Center Server market covering all its essential aspects.
For the competitive landscape, the report also introduces players in the industry from the perspective of the market share, concentration ratio, etc., and describes the leading companies in detail, with which the readers can get a better idea of their competitors and acquire an in-depth understanding of the competitive situation. Further, mergers and acquisitions, emerging market trends, the impact of COVID-19, and regional conflicts will all be considered.
In a nutshell, this report is a must-read for industry players, investors, researchers, consultants, business strategists, and all those who have any kind of stake or are planning to foray into the market in any manner.
Both Primary and Secondary data sources are being used while compiling the report.
Primary sources include extensive interviews of key opinion leaders and industry experts (such as experienced front-line staff, directors, CEOs, and marketing executives), downstream distributors, as well as end-users.Secondary sources include the research of the annual and financial reports of the top companies, public files, new journals, etc. We also cooperate with some third-party databases.
Geographically, the detailed analysis of consumption, revenue, market share and growth rate, historical data and forecast (2017-2029) of the following regions are covered in Chapters
What are the key regions in the global Data Center Server market?
● North America (United States, Canada and Mexico) ● Europe (Germany, UK, France, Italy, Russia and Turkey etc.) ● Asia-Pacific (China, Japan, Korea, India, Australia, Indonesia, Thailand, Philippines, Malaysia and Vietnam) ● South America (Brazil, Argentina, Columbia etc.) ● Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria and South Africa)
This Data Center Server Market Research/Analysis Report Contains Answers to your following Questions
● What are the global trends in the Data Center Server market? Would the market witness an increase or decline in the demand in the coming years? ● What is the estimated demand for different types of products in Data Center Server? What are the upcoming industry applications and trends for Data Center Server market? ● What Are Projections of Global Data Center Server Industry Considering Capacity, Production and Production Value? What Will Be the Estimation of Cost and Profit? What Will Be Market Share, Supply and Consumption? What about Import and Export? ● Where will the strategic developments take the industry in the mid to long-term? ● What are the factors contributing to the final price of Data Center Server? What are the raw materials used for Data Center Server manufacturing? ● How big is the opportunity for the Data Center Server market? How will the increasing adoption of Data Center Server for mining impact the growth rate of the overall market? ● How much is the global Data Center Server market worth? What was the value of the market In 2020? ● Who are the major players operating in the Data Center Server market? Which companies are the front runners? ● Which are the latest industry trends that can be implemented to generate additional revenue streams? ● What Should Be Entry Strategies, Countermeasures to Economic Impact, and Marketing Channels for Data Center Server Industry?
Customization of the Report
4. Can I modify the scope of the report and customize it to suit my requirements?
Yes. Customized requirements of multi-dimensional, deep-level and high-quality can help our customers precisely grasp market opportunities, effortlessly confront market challenges, properly formulate market strategies and act promptly, thus to win them sufficient time and space for market competition.
Global Data Center Server Market Research Report 2023-2028, by Manufacturers, Regions, Types and Applications
1 Introduction 1.1 Objective of the Study 1.2 Definition of the Market 1.3 Market Scope 1.3.1 Market Segment by Type, Application and Marketing Channel 1.3.2 Major Regions Covered (North America, Europe, Asia Pacific, Mid East and Africa) 1.4 Years Considered for the Study (2015-2028) 1.5 Currency Considered (U.S. Dollar) 1.6 Stakeholders
2 Key Findings of the Study
3 Market Dynamics 3.1 Driving Factors for this Market 3.2 Factors Challenging the Market 3.3 Opportunities of the Global Data Center Server Market (Regions, Growing/Emerging Downstream Market Analysis) 3.4 Technological and Market Developments in the Data Center Server Market 3.5 Industry News by Region 3.6 Regulatory Scenario by Region/Country 3.7 Market Investment Scenario Strategic Recommendations Analysis
4 Value Chain of the Data Center Server Market
4.1 Value Chain Status 4.2 Upstream Raw Material Analysis 4.3 Midstream Major Company Analysis (by Manufacturing Base, by Product Type) 4.4 Distributors/Traders 4.5 Downstream Major Customer Analysis (by Region)
5 Global Data Center Server Market-Segmentation by Type 6 Global Data Center Server Market-Segmentation by Application
7 Global Data Center Server Market-Segmentation by Marketing Channel 7.1 Traditional Marketing Channel (Offline) 7.2 Online Channel
8 Competitive Intelligence Company Profiles
9 Global Data Center Server Market-Segmentation by Geography
9.1 North America 9.2 Europe 9.3 Asia-Pacific 9.4 Latin America
9.5 Middle East and Africa
10 Future Forecast of the Global Data Center Server Market from 2023-2028
10.1 Future Forecast of the Global Data Center Server Market from 2023-2028 Segment by Region 10.2 Global Data Center Server Production and Growth Rate Forecast by Type (2023-2028) 10.3 Global Data Center Server Consumption and Growth Rate Forecast by Application (2023-2028)
11 Appendix 11.1 Methodology 12.2 Research Data Source
360 Research Reports is the credible source for gaining the market reports that will provide you with the lead your business needs. At 360 Research Reports, our objective is providing a platform for many top-notch market research firms worldwide to publish their research reports, as well as helping the decision makers in finding most suitable market research solutions under one roof. Our aim is to provide the best solution that matches the exact customer requirements. This drives us to provide you with custom or syndicated research reports.
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Mon, 13 Feb 2023 09:35:00 -0600en-UStext/htmlhttps://www.marketwatch.com/press-release/data-center-server-market-growth-trends-and-industry-forecast-2023-2028-with-top-countries-data-2023-02-13Killexams : How Are Server Vendors Embracing Intel's Sapphire Rapids?
Intel
Intel
It's been two weeks since Intel launched its 4th Gen Xeon Scalable processor—code-named and further referenced here as Sapphire Rapids. Since then, the major server vendors have announced refreshed portfolios that deliver insights into how these players view Sapphire Rapids and where it will play in the market.
While some would argue that compute has become commoditized in this cloudified world, I don't necessarily agree. This is evidenced by how each server vendor designs and positions platforms. In this piece, I will quickly cover each server vendor and provide thoughts on the significance of their portfolio refreshes.
Before diving into the details, please note that this review is considering only the product portfolios of Cisco, Dell, HPE, Lenovo and Supermicro. There’s no slight intended on any of the other players in the market; these five server vendors are simply the ones to analyze first.
–Cisco emphasizes flexibility and performance
It’s important to note up front that Cisco is a different kind of server company. Sure, we can say that to some extent about all of the vendors. But Cisco is genuinely unique. Whereas the other major vendors built businesses on servers, Cisco came into this market only after building a dominant presence in infrastructure through its networking equipment.
I point this out because it explains how the company approaches designing and delivering compute platforms. For example, when considering Cisco’s UCS X-Series platform, we are, in many ways, seeing how I believe the future of servers will look—disaggregation of technologies that allows platforms to be configured and upgraded in the most bespoke and economical fashion. And all of it connected by fabric that itself can be upgraded or changed as workloads and requirements evolve.
When it comes to Sapphire Rapids, Cisco has focused its efforts on what it considers the two most important priorities for Enterprise IT—flexibility and performance. At the rack series level, Cisco has updated its UCS C-Series one- and two-socket platforms to address the dynamic nature of modern workloads. Cisco has also updated its UCS X-Series platform to the M7 series, supporting up to four sockets and 16TB of DDR5 RAM, all of which are configured easily through Cisco’s SaaS-based systems management offering, Intersight.
–Dell upgrades PowerEdge performance
Because Dell is a close partner of Intel, one would expect it to fully embrace Sapphire Rapids in the 16th generation of its PowerEdge servers. And it has done that with its mainstream platforms—the PowerEdge R760 (2U) and R660 (1U) servers launched with new management capabilities and security protections.
What's of greater interest to me are two other platform families. The first is the new HS series server (HS stands for hyperscale). The two new platforms, HS5610 (1U) and HS5620 (2U), are designed and built on open standards, allowing cloud service providers and other hyperscalers to deploy, provision and manage these servers with the tools and services of their choice.
I like what Dell is doing with its HS lineup, as it enables the company to more competitively play in the hyperscaler space against an ODM community that has captured this space with bare-bones platforms at razor-thin margins. But those savings can come at the cost of quality. Naturally, the cloud providers have figured out their own economics of deploying at scale, but I would be willing to bet that Dell has identified a need and opportunity in the market with its HS portfolio.
My last thought on Dell's HS lineup is to point out the noticeable absence of AMD EPYC processors. Given the popularity of EPYC in the cloud and the richness of its cores, it seems logical that there would be an AMD alternative to the Intel offerings already mentioned.
The other notable element of Dell's announcement is the refresh of its high-end server offerings—the XE9640, XE8640 and XE9680. These four-socket servers are aimed squarely at the data-rich applications that drive the digital enterprise. Machine learning (ML), big data analytics, ERP platforms and the like that need every cycle of computational capability generate the workloads that put the “critical” in “business-critical”. In this context, it’s no hyperbole to say that deriving actionable intelligence as quickly as possible (i.e., shortening time to value) isn't a luxury—it's a requirement.
These XE servers did not see a refresh when Dell launched its 15th generation of PowerEdge servers because Copper Lake (the previous Intel platform) didn't deliver enough of a performance bump or feature upgrade to warrant it. With the 16th generation, this has changed, and Dell has put a big spotlight on these three platforms. While I haven't seen the performance numbers yet, I expect the rich GPU support combined with Intel's acceleration engines will deliver a considerable performance boost.
Also noted in Dell's announcement were significant upgrades to PowerEdge security and management platforms. I believe Dell has stepped up its protections in the security realm to deliver equal footing relative to its competitors.
On the management front, I believe Dell has also delivered significant improvements. In some ways, the bigger story is that Dell emphasizes the capabilities it delivers through its iDRAC BMC and the OpenManage platform. The company has always had a strong systems management position; it's nice to see this story gaining proper promotion. I’m anxious to see the maturation of Dell’s AIOps strategy.
HPE goes low and high with Xeon
HPE always seems ahead of the market in the server space. While there are a lot of examples to cite, a latest one is the June 2022 launch of the Ampere-based ProLiant RL300 server targeting the hyperscale market. You can read my coverage of that here.
With Intel’s launch of its 4th Gen processors a couple of weeks back, HPE has continued this trend by adding a couple of new SKUs to ensure it is addressing the full range of customer and workload requirements. At the lower end is the ProLiant DL320, a single-socket server that HPE is positioning as a "cost-optimized" virtualization and software-defined platform. I see a lot of play here, especially in some edge environments (formerly known as remote office/branch office or ROBO). With 32 cores, up to 2TB of RAM and support for up to two GPUs, there's a lot of capability to deliver VDI and some back-office operations.
Before getting into the high end of the portfolio, it's worth mentioning that Intel also updated its tower server (ProLiant ML350) to support Sapphire Rapids. While this two-socket server is aimed at the small-to-midsize (SMB) market, I think it has a lot of utility beyond that. Like the DL320, the ML350 is a nice platform for the branch office environment where no racks are available for mounting a smaller form factor. And the richness of features can nicely support a small operation—perhaps a local pharmacy or gas station.
In addition to updating its ProLiant portfolio with Sapphire Rapids, HPE added a couple of new SKUs to its Cray lineup. The EX2500, also based on Sapphire Rapids, is the latest addition to the family. This direct liquid-cooled (DLC) system will power the Crossroads supercomputer at the Los Alamos National Laboratory. It is essential to understand the significance of this. While there are many conversations underway around whether Sapphire Rapids will compete on performance (and I've seen many "in your face" comparisons), organizations like Los Alamos don't choose a platform for tracking the national nuclear stockpile on the basis of politics. Or bias. Or “legacy.” Sapphire Rapids has important performance characteristics of its own, and the way HPE exploits those capabilities has relevance.
Since we’re talking about using the right chip for the right task, it’s worth noting that Nvidia has switched from EPYC to Xeon (Sapphire Rapids) to power its DGX platform. This is also a pretty big deal. The DGX platform, powering AI workloads, is highly performant. I suspect the selection comes down to two factors: Intel's huge software ecosystem and Sapphire Rapids' acceleration engines.
Also of note is that HPE has pulled its Apollo line under the Cray umbrella. The Apollo 2000 and 6500 are now called the XD2000 and XD6500. (Note that these also have EPYC variants.)
While we talk about HPE addressing the high and low ends of the computing spectrum in its announcement, the company also did the obligatory enterprise positioning by publishing a VMmark world record for the DL380. VMmark is a VMware benchmark that measures how a platform handles the virtualized workloads supporting the enterprise.
Lenovo + Sapphire Rapids = 25
Lenovo has experienced robust growth in the datacenter over the last couple of years under the leadership of president Kirk Skaugen and CMO Susan Blocher. In addition to its substantial presence in supercomputing and the cloud, Lenovo’s ThinkSystem servers and ThinkAgile solutions have become more common in enterprise datacenters.
I think a good reason for the team's success is simple: when this team goes in on a concept, it goes all in. This is undoubtedly the case with its support for Sapphire Rapids, given that it announced a refresh to 25 different platforms spanning the entirety of the compute needs in the datacenter. No half measures, no workloads off-limits.
In its positioning, Lenovo talks about its Infrastructure Solutions V3 portfolio across four focus areas—mission critical, AI, HPC and containerized (i.e., hybrid multi-cloud). ThinkSystem V3 is the server portfolio supporting mission critical, AI and HPC through platforms like the four-socket ThinkSystem SR850 and the SD650 V3 Neptune DWC (direct water cooling) and SD650-I V3 Neptune DWC.
On the cloud and containerized front, Lenovo has updated its ThinkAgile HX, MX and VX solutions (for Nutanix, Microsoft and VMware, respectively). These V3 platforms drive integrated solutions that enable organizations to deploy hybrid, multi-cloud environments—along with containerized workloads that shift constantly from on-prem to off-prem—quickly and easily.
And, as we’ve come to expect, all of these servers and solutions are available through traditional purchase or as-a-service via Lenovo’s TruScale model.
A couple of thoughts on Lenovo's announcement. First, I like it that the company is not trying to narrowly define where its Intel platforms stand relative to its AMD servers. Build the platforms and let customers choose. With that said, there are areas where Intel operates that AMD has decided to sit out, such as the four-socket platforms that are pretty narrowly focused on data-heavy workloads like ERP.
Second, I like it that Lenovo, like Dell, has stepped up its game in positioning its security and manageability capabilities. ThinkShield is a comprehensive security platform that is foundational for a zero-trust environment. The company has baked security into the design and manufacturing of its infrastructure. And Lenovo System Guard ensures the integrity of platforms from manufacturing to shipping, deployment and provisioning.
As with security, Lenovo got a bit bolder with its V3 announcement, touting the benefits of the XClarity controller. The company claims that IT organizations using it can realize a 40% reduction in time-to-operation when deploying infrastructure. While that top-line number is impressive, it also means fewer IT resources are required to perform the mundane tasks that hamper IT from transforming operations.
With Lenovo Open Cloud Automation (LOC-A), the company is claiming an 81% reduction in time-to-value for cloud deployments by automating the provisioning of bare metal, virtualized and containerized environments.
I like how Lenovo quietly went about the transformation of its datacenter infrastructure portfolio and managed its position in the market. As the company's portfolio and capabilities have grown, so too has its positioning—to the point where it now has a portfolio of products and services that can compete with any server vendor, not to mention a supply chain and manufacturing story that may offer it some separation from its competitors.
Last but certainly not least, Supermicro
We can’t review the big server manufacturers without talking about Supermicro. While the company may not match the brand awareness of its competitors, it has a server portfolio that is perhaps the largest in the industry. And while many tier-one server vendors have pulled back from the cloud and hyperscaler markets, Supermicro has gone all in.
With the rollout of its X13 Server Solutions, Supermicro launched an incredible 50 Sapphire Rapids platforms across 15 solution “families.” Essentially, any use case you can think of, any deployment scenario—Supermicro has a server platform for you. AI? Digital twins? Virtualized infrastructure? Edge? Yup, yup, yup, yup—from a single node up to eight nodes.
As with Lenovo, I appreciate that Supermicro doesn't discriminate regarding platform positioning. Build platforms targeting use cases and deployment scenarios, then let the customer choose which platform fits its needs best.
Supermicro's aggressiveness in the server market has paid off as the company continues to grow its market share. While this has primarily been in the more commoditized cloud and hyperscaler markets, I would expect the company to start to see gains in the enterprise space as well, especially in those markets where integrated solutions are sold to address specific workloads.
Final thoughts
As an analyst in the server market, choosing a favorite vendor is much like choosing a favorite child. Even if you have one, you'd never admit it. However, each vendor discussed here does have a unique value proposition it brings to the equation; each is a solid choice for any IT organization.
It's good to see so much innovation taking place in the server community. For those that think a server is simply a server, it’s time to think again. Each one of these vendors brings value to the market. And they all look to exploit the unique features of new CPUs such as Sapphire Rapids that come to market.
Keep in mind, there are plenty of server vendors I didn't cover simply in the interest of space—Inspur, Quanta, . . . the list goes on. No slight intended toward any of these vendors, and please let me know if there is a vendor you'd like to see covered.
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