IDC Research Manager, Enterprise Networks. Coverage area includes campus & branch network infrastructure: Wi-Fi, Ethernet switch, SD-WAN, Private 5G & NaaS

Joined February 2012
655 Photos and videos
The Ethernet switching market in 2023 was dominated by the impact of AI, with the overall market rising 20.1% in 2023 to reach $44.2B, according to IDC Ethernet Switching Tracker idc.com/getdoc.jsp?container…

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The non-datacenter (non-DC) segment of the Ethernet switch market grew 25.2%, driven by improved component availability, enabling vendors to recognize revenues from fulfilling backlogged product orders, leading to high growth rates.
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Reminder: IDC publishes updated market share and market forecasts for Ethernet switching and WLAN each quarter. Our latest data covers full year 2023 and the fourth quarter of 2023
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Enterprise Wireless LAN Revenues Grew 7.6% in 2023 to reach $10.8B, but it was a tale of two halves in the Wi-Fi market last year (thread) idc.com/getdoc.jsp?container…

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In the first half of 2023 (1H23), enterprise WLAN revenues rose 43.3% compared to 1H22, driven by vendors shipping backlogged products. In 2H23, revenues declined 16.6% compared to 2H22. New product orders slowed in 2H23 as customers implemented heighted product inventory.
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Wi-Fi remains a critically important technology with exciting innovation: Wi-Fi 6E access points - which support Wi-Fi in the 6 GHz band - grew to make up just under a quarter (23%) of enterprise dependent AP sales in 4Q23 indicating the continued rapid adoption of Wi-Fi 6E.
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HPE's proposed acquisition of Juniper would be a significant shake-up in enterprise campus and branch networking market. Read our in-depth analysis of the HPE-JNPR deal's dynamics for enterprise networking idc.com/getdoc.jsp?container…

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With product overlap across key aspects (e.g., wireless local area networking, Ethernet switching, and SD-WAN), mapping out a combined strategy for HPE Aruba Networking and Juniper's AI-Driven Enterprise Mist platforms will be key to this acquisition being successful
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ZScaler's entrance into the single-vendor SASE market with enhanced SD-WAN capabilities is the latest example of security vendors moving more into the networking market sdxcentral.com/articles/news…

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ZScaler has long been one of the premier cloud-enforced security (SSE/NeSaaS) vendors that SD-WAN vendors partner with; with ZScaler more formally enabling SD-WAN capabilities, it will only increase the co-opetition dynamics within the market among vendors.
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Big potential news in HPE's rumored acquisition of Juniper. Within campus & branch networking there would be significant portfolio overlap between Aruba & Mist to reconcile, but HPE sees broader opportunities in Juniper's DC and SP networking businesses, plus a big AI push
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This week I published an IDC MarketScape on Worldwide SD-WAN Infrastructure . Thanks for the write up about it @Mcooney59 @NetworkWorld IDC: SD-WAN adoption gets a boost from cloud connectivity requirements, SASE networkworld.com/article/370… via @networkworld
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There’s a lot of buzz about AI/ML, but how specifically is it used in network management? My recent research focuses on specific examples of AIOps in campus & branch networking. Example from @JuniperNetworks idc.com/getdoc.jsp?container…
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There’s a lot of buzz about AI/ML, but how specifically is it used in network management? My recent research focuses on specific examples of AIOps in campus & branch networking. Example from @CiscoNetworking idc.com/getdoc.jsp?container…
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There’s a lot of buzz about AI/ML, but how specifically is it used in network management? My recent research focuses on specific examples of AIOps in campus & branch networking. Example from @ExtremeNetworks idc.com/getdoc.jsp?container…
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There’s a lot of buzz about AI/ML, but how specifically is it used in network management? My recent research focuses on specific examples of AIOps in campus & branch networking. Example from @ArubaNetworks idc.com/getdoc.jsp?container…
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Starting soon: Tune in to hear my perspective on the evolving SD-WAN market and the future of enterprise networking
Our SD-WAN Branch of the Future event is next week! 🗣 Join speakers @matthewpalmer, Georgi Stoev, @BButlerIDC, and our very own @KumarBytes as they discuss how next-gen SD-WAN and SASE can help you modernize and secure your branch. Register today: bit.ly/3IsmExb
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