Tech: AI innovations, market disruptions and emerging opportunities
Technology
The themes SPR will be focusing on in 2025 include 1) AI related: (a) AI applications move to the edge - benefitting the likes of Ciena, Arista and Crown Castle. (b) AI networking transition to ethernet vs. InfiniBand, benefitting Arista, Cisco, Juniper and Extreme. (c) AI use cases that are delivering strong ROI vs. others that are not, despite strong sales efforts by vendors - impacting renewals for Salesforce, ServiceNow, and others. 2) In cyber security, areas of growing priority include SOC automation and Next Generation SIEM. 3) More vendors bypass distribution and sell via the CSP marketplace or direct, negatively impacting large distributors. 4) BEAD - despite delays, this program will drive meaningful revenue. 5) Vendors benefitting from the rapid growth in DevOps / DevSecOp.
Edition: 202
- 10 January, 2025
IT Spending: Sentiment weaker than last quarter
Technology
SPR’s latest channel checks reveal disappointment that the second half pick up that many expected has not materialised. Stock specific feedback includes: ServiceNow - all very positive - probably the strongest indications for any vendor. Crowdstrike channels and end users see the vendor moving quickly past its recent crash. SPR has picked up mixed feedback re. Fortinet’s recent security breach and whether it negatively impacted Sept Qtr end deal flow. Outside of security, the vendors seeing an increase in positive comments include IBM, Oracle, Microsoft, Arista and Juniper/Mist. It has been easy to pick up comments on share loss by Cisco.
Edition: 197
- 18 October, 2024
Technology
Inflection Point Research, LLC
JNPR is seeing slowing service provider sales, increasing competition and has a dismal technology roadmap - IPR’s industry checks reveal a bleak picture for the company in the short, medium and long term. It is not benefiting in any way from the significant shift in cloud capex from “normal” networking spend to AI deployments. It is the only networking OEM that hasn’t bought 800G test equipment yet. Currently, the 800G tester market is taking a breather but will burst wide open by 4Q23. Unfortunately, IPR does not see how JNPR will be participating in the beginning of the largest networking upgrade cycle in decades.
Edition: 165
- 21 July, 2023
Arista (ANET), Juniper (JNPR) & Cisco (CSCO)
Technology
While checks on product and sales execution have been steadily improving for JNPR and ANET, they are declining for CSCO. Sales Pulse believe that investors who are looking for any improvement for CSCO are going to be disappointed. While ANET's stronger performance may be expected, JNPR's appears less well known.
Edition: 115
- 23 July, 2021