Ruckus Wireless Inc

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    Earnings Report

    A Look at HPE’s Intelligent Edge and Financial Services Revenue

    Intelligent Edge, Hewlett Packard Enterprise’s (HPE) smallest segment, accounted for over 8% of HPE’s total revenue in fiscal 1Q18.

    By Adam Rogers
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    Earnings Report

    Can HPE Improve Market Share in the WLAN Segment?

    According to market research firm IDC, the overall consumer and enterprise wireless local area network (WLAN) fell 0.1% YoY (year-over-year) in 4Q16.

    By Adam Rogers
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    Earnings Report

    Where Brocade’s IP Networking Business Is Headed in Fiscal 2Q17

    In IP Networking, Brocade competes with network infrastructure giants Cisco Systems (CSCO), Hewlett Packard Enterprise (HPE), and China’s (FXI) Huawei.

    By Adam Rogers
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    Earnings Report

    Why Did Brocade’s IP Networking Business Revenue Rise in Fiscal 4Q16?

    In fiscal 4Q16, revenues from Brocade Communications’ IP Networking business rose 51% YoY and included $96 million from the acquisition of Ruckus Wireless.

    By Adam Rogers
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    Earnings Report

    How Did Cisco’s Wireless Segment Perform in Fiscal 1Q17?

    Cisco’s (CSCO) wireless business’s revenues fell 2% YoY (year-over-year) in fiscal 1Q17.

    By Adam Rogers
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    Earnings Report

    Will Hewlett Packard Enterprise’s Revenues Rise in WLAN Segment?

    At the end of 2Q16, Cisco’s (CSCO) WLAN revenue rose 1.1% YoY. Its market share was 43.7% compared to 45.2% in 1Q16 and 47.3% in 2Q15.

    By Adam Rogers
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    Earnings Report

    How Will Cisco’s Wireless Segment Perform in Fiscal 4Q16?

    According to IDC, the total WLAN market rose 6.7% YoY and 6.7% sequentially in 2Q16. The Enterprise WLAN market rose 9.4% YoY in 2Q16.

    By Adam Rogers
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    Company & Industry Overviews

    HPE Is Enjoying Improved Margins, Thanks to Aruba

    Hewlett-Packard’s networking revenue fell 22% YoY and was up 12% on a constant currency basis, driven by the Aruba acquisition. Growth was reported across all geographic regions.

    By Adam Rogers
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    Earnings Report

    Can Brocade Communications Boost Its Market Share in WLAN Segment?

    In the IP Networking business, Brocade Communications’s (BRCD) Ethernet switch sales fell by 10% year-over-year, driven by lower sales to the US government.

    By Adam Rogers
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    Earnings Report

    How Did Cisco’s Wireless Segment Do in Fiscal 4Q16?

    Cisco System’s (CSCO) wireless business saw revenues rise 5% YoY in fiscal 4Q16. Revenues rose from $717 million in fiscal 4Q15 to $750 million in fiscal 3Q16.

    By Adam Rogers
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    Earnings Report

    How Did Cisco’s Wireless Segment Perform in Fiscal 3Q16?

    Cisco’s (CSCO) wireless business saw revenues rise 1% YoY (year-over-year) in fiscal 3Q16.

    By Adam Rogers
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    Miscellaneous

    Telefonica and Brocade Shares Fell in the Trailing 5-Day Period

    Telefonica was downgraded by Nomura, Japan’s leading investment bank, to “reduce” from “neutral.” Its shares fell 8.5% in the trailing five-day period.

    By Adam Rogers
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    Miscellaneous

    Brocade’s Ruckus Acquisition Will Open Emerging Market Opportunities

    Brocade’s (BRCD) acquisition of Ruckus (RKUS) will strengthen its ability to pursue opportunities in the emerging markets (EEM) such as India (INDA) and China (FXI).

    By Adam Rogers
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    Miscellaneous

    Why Did Brocade Agree to Acquire Ruckus Wireless?

    On April 4, 2016, Brocade (BRCD) announced that it entered into a definitive agreement to acquire Ruckus Wireless (RKUS) in a cash and stock transaction.

    By Adam Rogers
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    Earnings Report

    Aruba Networks led HP’s networking to record double-digit growth

    Aruba Networks acquisition boosts networking revenues Previously in this series, we discussed the performance of The Hewlett-Packard Company’s (HPQ) Enterprise Group in 3Q15. We also discussed the various factors and individual sub-segment contributions that helped this segment post a positive growth in 3Q15. So far, we have covered the servers and storage sub-segment performances in 3Q15. […]

    By Anne Shields
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    Earnings Report

    Meraki Drives Cisco’s Commercial Segment Growth in 4Q15

    Cisco credits Meraki for the acceleration in revenue growth for Cisco’s commercial segment. Cisco’s year-over-year revenue growth for this segment rose to 11% in 4Q15.

    By Puneet Sikka
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    Company & Industry Overviews

    HP–Aruba Prepares to Go Up Against Cisco

    The HP–Aruba deal is likely to initiate intense competition between HP and Cisco, given Aruba’s position next to Cisco’s in the wireless networking space.

    By Anne Shields
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    Earnings Report

    Meraki’s Strong Momentum Is Driving Cisco’s Wireless Business

    Cisco’s YoY revenue grew by 10% in fiscal 3Q15. The growth is primarily driven by its acquisition of Meraki for $1.2 billion in November 2012.

    By Puneet Sikka
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    Company & Industry Overviews

    Will Chuck Robbins Lead Cisco along the Path to Growth?

    Chuck Robbins was involved in Cisco’s acquisition of Sourcefire. Cisco acquired the company in July 2013 for $2.7 billion to strengthen its position in the network security market.

    By Puneet Sikka
  • Tech & Comm Services

    Why Did HP Acquire Aruba Networks?

    Aruba is fast becoming a major player in this market, which is likely why HP would have been interested in buying the company.

    By Puneet Sikka
  • uploads///Cisco wireless growth
    Earnings Report

    Cisco Leverages Meraki to Grow its Wireless Business

    Cisco’s wireless business achieved revenue growth of 18% in the last quarter. Cisco credited this growth to Meraki. Cisco acquired Meraki in November 2012.

    By Puneet Sikka
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