Analyst Research

IDC Links

Vernon Turner
Senior Vice President of IDC's Enterprise Infrastructure, Consumer, Network, Telecom and Sustainability Research

Team:
Cloud Computing
Directions 2012 (U.S) Participating Analysts
Dynamic IT
IDC Predictions Team
Social, Unified Communications and Collaboration

Cisco Reports Third-Quarter Earnings — Watching a Well-Oiled Machine Work
Vernon Turner
May 2013 - Doc # lcUS24114213 IDC Link

On May 15, 2013, Cisco Systems announced their third-quarter earnings, with records being set in several places. The company's highlights included:Net sales of $12.2 billion (GAAP) for the quarter, up 5% year over yearNet income (GAAP) of $ ...

Huawei's Efforts to "Make It Possible" in the Enterprise
Vernon Turner, Matthew Eastwood, Rohit Mehra
May 2013 - Doc # lcUS24106613 IDC Link

Shenzhen, April 23, 2013: At Huawei's Global Analyst Summit, Huawei's executives outlined their strategy to "make it possible." The following is IDC's enterprise view of what we learned from that event. Today’s enterprise IT organization is ...

Compass-EOS Looks to Disrupt Core Router Market with SDN-Based Photonic Router Technology
Nav Chander, Vernon Turner
Mar 2013 - Doc # lcUS24030613 IDC Link

On March 12, 2013, Compass-EOS emerged from stealth mode and made a significant announcement targeting one of the most complex telecommunication networking infrastructure segments — core routers, which handle central management chores for c ...

After Tough Love, Cisco Replies with Record Q2FY13 Earnings
Vernon Turner
Feb 2013 - Doc # lcUS23952013 IDC Link

Cisco reported second-quarter revenue of $12.10 billion, up 5% compared with the year before, beating analysts' consensus of $12.06 billion. Net income on a GAAP-basis rose 44% to $3.14 billion, driven by a tax benefit of $926 million after ...

Juniper's New Business Strategy to Mitigate the Threat of Software-Defined Networks
Vernon Turner
Jan 2013 - Doc # lcUS23914013 IDC Link

Juniper Networks announced on January 15, in Las Vegas, its plans to fundamentally change how the company's long-term future could be built on a software licensing model using recurring licensing fees. The announcement came as Juniper laid ...

Cisco Systems Acquiring Cariden to Target Communication Service Provider IP + Optical Network Integration and Optimization
Nav Chander, Vernon Turner
Nov 2012 - Doc # lcUS23815912 IDC Link

In a bid to position itself as an early leader of multi-vendor optical and routing network capacity planning and network optimization solutions, Cisco announced an intent to acquire Cariden Technologies, Inc., a privately held, Sunnyvale, C ...

IBM Software Analyst Insights 2012 — Analytics Everywhere!
Vernon Turner, Mary Johnston Turner, Sally Hudson, Tim Grieser
Nov 2012 - Doc # lcUS23816612 IDC Link

On November 27–28, 2012, at IBM's Software Analyst Insights event, IBM took the high road and shared its vision in a world that is highly connected and whose capabilities are delivered through IBM's software offerings. The following are IDC ...

Cisco Gets Serious About Cloud Networking — Acquires Meraki
Rohit Mehra, Vernon Turner
Nov 2012 - Doc # lcUS23810012 IDC Link

In an intensely competitive, but rapidly growing, enterprise wireless LAN (WLAN) market, several vendors have been focused on addressing the increasing needs of enterprise mobility and BYOD. Following the recent IPO of Ruckus Wireless, Mera ...

Fujitsu Forum 2012 — Munich, a Global Perspective
Vernon Turner
Nov 2012 - Doc # lcUS23796512 IDC Link

Last week, in Munich, Fujitsu held its annual European Fujitsu Forum, where 13,000 customers, partners, media, and industry analysts listened to the company's current strategy and got a first hand look at its product offerings. The event wa ...

Cisco's Q1 FY13 Earnings Trend Upward
Vernon Turner
Nov 2012 - Doc # lcUS23793212 IDC Link

On Tuesday, November 13, 2012, Cisco announced its earnings and immediately set the tone for the rest of the ICT industry earnings season by beating its forecasts. The key takeaways shared at the earnings call included:Revenue growth of 6% ...

Brocade Makes a Move on Its SDN Strategy — Acquires Vyatta
Rohit Mehra, Vernon Turner
Nov 2012 - Doc # lcUS23782812 IDC Link

On Monday, November 5, 2012, Brocade announced it was acquiring privately held Vyatta in an all-cash transaction that is expected to close by the end of this year. Vyatta, founded in 2006, has been working on software-based Layer 3 routing ...

Cisco and Citrix Take Up a New Partnership
Vernon Turner, Rohit Mehra
Oct 2012 - Doc # lcUS23739412 IDC Link

Cisco recently confirmed that it would not be developing further generations of its Application Control Engine (ACE) load-balancing products based on a review of data center trends and growth market opportunities. ACE, which is embodied in ...

VMware at a Crossroads
Gary Chen, Vernon Turner
Jul 2012 - Doc # lcUS23609312 IDC Link

On July 17, 2012, EMC announced that Paul Maritz is leaving as VMware CEO and moving to a chief strategist position at EMC, being replaced by Pat Gelsinger of EMC. It's not exactly clear at this point what motivated EMC to make this change, ...

Cisco C-Scape 2012: An Overview of the Event
Vernon Turner, Chris Lewis, Courtney Munroe, Danielle Levitas, Lee Doyle
Jun 2012 - Doc # lcUS23552712 IDC Link

At the recent Cisco Live event in San Diego, Cisco's Chairman of the Board and CEO, John Chambers, told a crowd of over 17,000 technology professionals, "We need to focus on collaboration. It's social, mobile, virtual, and visual." His keyn ...

Cisco Announces Cloud Connected Solution
Vernon Turner
Jun 2012 - Doc # lcUS23541912 IDC Link

At the Cisco Live! customer event in San Diego, California, Cisco Systems announced the Cisco Cloud Connected Solution, a new product solution that delivers cloud-enabled routing and wide area network (WAN) optimization platforms, along wit ...

Cisco Systems Earnings Q3 FY2012: Solid Progress
Vernon Turner
May 2012 - Doc # lcUS23496212 IDC Link

On Wednesday, May 9, 2012, Cisco Systems Inc. announced its Q3 FY2012 earnings with what appeared, on the surface, to be a solid quarter. Its total revenue of $11.6 billion was up 7% year over year, made up of product revenue at $9.1 billio ...

Cisco's Second-Quarter Earnings Reflect Strategy and Execution
Vernon Turner
Feb 2012 - Doc # lcUS23316412 IDC Link

On February 8, 2012, Cisco announced its second-quarter earnings, which appeared to beat analysts' expectations. Net sales were $11.5 billion (an increase of 11% year over year); net income was $2.2 billion (up 43.5% over 2011). These impre ...