Sunday, August 12, 2018

China Mobile is a mixed bag with big subscriber numbers, low ARPU

China Mobile, the world's largest mobile operator in terms of customers, published a mixed report for the first half of 2018, revealing increased profitability amidst an overall drop in revenue, heightened price competition from rivals China Telecom and China Unicom, and a slowing of new customer additions as the market becomes saturated even in rural areas of the country. It is a mixed picture as well because China Mobile is seeing a wave of IoT activations of its network, as well continued triple-digit growth in handset data traffic, yet tighter cost management and better efficiency are touted as the path forward. China's central government has pressured the Big 3 operators to speed up their network upgrade programs, while at the same time imposing tariff reductions, especially the cancellation fo domestic data roaming tariffs between provinces. China Mobile retains a 53% market share, making it the strongest of the Big 3

In terms of revenue growth, voice revenue is eroding at an alarming rate (-6.4%) due to the tariff reductions; SMS and MMS are flat (+0.1%); wireless data revenue is the bright spot (+7.0%) but far outpaced by traffic growth of 153%; and wireline broadband is expanding at rate more typical for developed markets (+2.5%).

Meanwhile, over the past twelve months, China Mobile's stock price has declined by nearly 20%, lagging the 12-month performance of a basket of Chinese tech stocks (NAR: CQQQ).

Operating data published by China Mobile (in English) for the first half of 2018 is extensive, more so than the quarterly data disclosed by major operators in western countries, which is surprising as one might expect the opposite to be true.

Unlike the big three U.S. operators who enjoy ARPU is the US$50+ range, China Mobile must make do with ARPU of RMB 58.10 (US$8.43) -- about 1/6th the billing per subscriber per month -- a. China Mobile is clearly gearing up for what is likely to be one world's fastest and deepest rollouts of 5G. They are already known for running a tight ship in terms of cost management. To complete this 5G upgrade cycle they are promising to cut costs even further. And while China Mobile has a very large number of employees, individual salaries are low compared to western peers and so automation of network administration functions may not have as big a payback, which will mean that efficiency gains will have to come from somewhere else.

The semi-annual report gives us a good idea of where China Mobile intends to cut. Its cost cutting targets include:

-15.4% -- average maintenance expense per base station
-7.5% -- average power and utility expense per base station
-9.0% -- average selling expense per new additional customer
-0.13pp -- operating lease charges to revenue

A lot of these expenses are associated with the physical infrastructure that was handed over to China Tower, which completed its IPO in a Hong Kong listing only last week. China Mobile's new report states that tower leasing fees cannot exceed the budget established at the beginning. And now there are these new expectations for reduced maintenance, as well as expectations for the 5G rollout and network densification.



Top and bottom lines for 1H2018

Profits at China Mobile are growing, even if other aspects of the business are under challenge. EBITDA grew by 3.7% compared to the same period last year, reaching RMB145.9 billion. Profit attributable to equity shareholders grew by 4.7% year-on-year to RMB65.6 billion. While overall review was down, operating revenue of RMB391.8 billion, up by 2.9% compared to the same period last year, and telecommunications services revenue was RMB356.1 billion, up by 5.5% compared to the same period last year.


The Four Growth Engines

With its 906 million mobile customers, it is clear that this is the engine that really matters.

The total number of connections increased to 1.425 billion, comprising 906 million mobile connections, 135 million wireline broadband connections and 384 million IoT connections.

In the first half of 2018, the average handset data traffic per user per month, or DOU, of 4G customers exceeded 3GB while the total handset data traffic increased by 153%, while revenue for data traffic grew 15.3%. Actually, for Q2, data traffic grew 164%, so we are likely to see and even bigger data traffic growth rate for the rest of 2018. So far, China Mobile has managed to move 75% of its users onto the 4G network.



Revenue for the personal mobile market grew by only 1.1% compared to the first half of 2017.

In fixed line residential Internet service, China Mobile is adding customers at a good clip and its market share has now reached 39% with 128.2 million households. This is bad news for China Telecom and China Unicom. Net growth in household broadband customers reached 18.80 million, accounting for 57% of the total number of net additional customers in the industry. Over 42% of households receive over 100 Mbps connection speeds, a strong showing compared to many developed countries. Household ARPU is also rising (+7.2% yoy) although ARPU remains at a very low level RMB 35.0 (US$5.08).

In the first half of 2018, application and information services revenue grew by 23.5%.

China Mobile also said it is rapidly completing a national NB-IoT network, which it expects to launch before the end of the year.

China Mobile's total number of IoT smart connections has reached 384 million and revenue from IoT business recorded a year-on-year growth of 47.6%.

The CAPEX story

For 1H2018, China Mobile spent RMB 79.5 billion (US$11.54 billion), down from RMB 85.3 billion for 1H2017. For the full 2018, China Mobile anticipates total CAPEX will be RMB 166.1 billion, down from RMB 177.5 billion for all of 2017.

For comparison, Verizon's CAPEX for 1H 2018 was $7.8 billion, compared to $7.0 billion for 1H 2017. Deutsche Telekom listed its 1H2018 revenue at EUR 6.1 billion for "both sides of the Atlantic."

The CAPEX budget for 1H2018 was as follows:

  • 36.7% - Mobile communications networks, including the addition of 190,000 4G base stations
  • 37.6% - Transmission networks
  • 10.7% - Business networks
  • 4.4% - Support systems
  • 8.3% - Buildings & infrastructure & power systems
  • 2.3% - Other
For the second half of 2018, China Mobile plans to shift more of the spending from the transmission network to the mobile communications network, with additional spending for buildings and other infrastructure.

The 5G plan

China Mobile has been granted an LTE FDD (Frequency-Division Duplexing) operating permit and says it is working to speed up network convergence.

The operator plans 5G trials for the remainder of 2018. The corporate report states: "The development of 5G bears great significance to the Company for its profound implications on our sustainability... We are keen to generate returns on our investments and will plan our future investments on 5G taking into consideration the level of maturity of the industry and business models that emerge"

China Mobile awards EUR 1 billion deal to Nokia


China Mobile and Nokia signed a frame agreement valued at up to EUR 1 billion for the continued delivery of mobile, fixed, IP routing, optical transport, customer experience management technologies and operational support as well as services expertise throughout 2018. The agreement was signed at the recent Sino-German Economic Forum by Li Huidi, Vice President of China Mobile, and Hans-Jürgen Bill, Executive Vice President and Chief Human Resources.....

VMware picks up Dell EMC Service Assurance suite

VMware agreed to acquire the technology and team of Dell EMC Service Assurance Suite - software spanning network health, performance monitoring and root cause analysis for communications service providers (CSPs) and their customers - from Dell EMC. Financial terms were not disclosed.

The core Dell EMC Service Assurance Suite, which has been deployed by more than 50 CSPs worldwide, including many Tier 1 operators, provides assurance capabilities to deliver service impact and root-cause analysis with visibility across physical and virtual networks, and cloud environments, to identify how resources are being consumed and whether service level agreements are being met. This helps CSPs optimize their environments to enable faster resolution times; proactive identification of issues is proven to provide better return on NFV and IT investments.

VMware says the acquisition demonstrates its growing commitment to the telecommunications industry and reinforces the “better together” synergy between VMware and Dell EMC.

“As carriers are readying for 5G, they are increasingly virtualizing edge and core networks with network functions virtualization, or NFV. Service assurance is a critical need for any network. The Dell EMC Service Assurance Suite’s established software and services capabilities, combined with VMware’s trademark innovation, will empower CSPs to modernize and accelerate the transformation of their networks through NFV upon closing,” said Shekar Ayyar, executive vice president, Strategy and Corporate Development and General Manager Telco NFV Group, VMware. “The Dell EMC Service Assurance Suite team is primed to accelerate our NFV business and help drive it forward with unprecedented service assurance.”

Ericsson -- first 5G radios built in US by end of 2018

Ericsson will boost US-based R&D to meet the growing demand for 5G in the region. Plans call for a new software development center with a baseband focus that is expected to employ 200 software engineers when fully operations. Last year, Ericsson opened a 5G ASIC design center in Austin, Texas. This facility will have 80 employees once fully staffed.

Ericsson will begin manufacturing in the US to support the 5G rollouts of its US customers and for global flexibility. The first 5G radios manufactured in the US are expected by the end of this year thanks to a production partner.

Börje Ekholm, President and CEO of Ericsson, says: “The United States is our largest market, accounting for a quarter of Ericsson’s business over the last seven years. To serve the demand of these fast-moving service providers, we are strengthening our investment in the US to be even closer to our customers and meet their accelerated 5G deployment plans.”

Ericsson predicts that 5G subscriptions will reach the 150 million-mark, accounting for 48 percent of all mobile subscriptions in North America by the end of 2023.

Ericsson also noted that it will soon have about 80 employees in North America focused on AI and automation.

IDC: SD-WAN infrastructure to hit $4.5 Billion in 2022

The SD-WAN infrastructure market will grow at a 40.4% compound annual growth rate from 2017 to 2022 to reach $4.5 billion, according to IDC's latest SD-WAN Infrastructure Forecast.

  • IDC said SD-WAN infrastructure revenues increased 83.3% in 2017 to reach $833 million. 
  • IDC finds that Cisco holds the largest share of the SD-WAN infrastructure market, fueled by its extensive routing portfolio that is used in SD-WAN deployments, as well as its Meraki offering and its August 2017 acquisition of Viptela. 
  • VMware, which in December 2017 purchased VeloCloud, holds the second largest market share in the SD-WAN infrastructure market, followed by Silver Peak, Riverbed, Aryaka, Nokia and Versa.

IDC is also publishing its first market share report for this segment, including 2016 and 2017 revenues by vendor for SD-WAN infrastructure.

"The emergence of SD-WAN technology has been one of the fastest industry transformations we have seen in years. Organizations of all sizes are modernizing their Wide Area Networks to provide improved user experience for a range of cloud-enabled applications," said Rohit Mehra, vice president, Network Infrastructure, IDC. "Incumbent networking vendors have quickly realigned their routing and WAN optimization portfolios to take on the growing cadre of startups in this market. Enabled by a rapid uptake across the service provider domain, SD-WAN infrastructure will continue to grow rapidly in the coming years, providing a beachhead for other software-defined networking and security functions in the enterprise branch."

https://www.idc.com/getdoc.jsp?containerId=prUS44203118


Windstream cites growth in SD-WAN as overall revenues dip 3%

Windstream reported Q2 revenue of $1.44 billion, a decrease of 3 percent from the same period a year ago, and total service revenues were $1.42 billion, a decrease of 3 percent year-over-year. Operating income was $88 million compared to $103 million in the same period a year ago. The company reported a net loss of $94 million, or $2.30 per share, compared to a net loss of $68 million, or $1.83 per share, a year ago.

Some highlights:

  • ILEC consumer and small business service revenues were $466 million, a decrease of 6 percent from the same period a year ago, and segment income was $274 million compared to $289 million year-over-year.
  • Enterprise service revenues were $730 million, a 1 percent increase from the same period a year ago, and segment income was $161 million compared to $142 million year-over-year.
  • Wholesale service revenues were $182 million, a 7 percent decrease from the same period a year ago, and segment income was $129 million compared to $135 million year-over-year.
  • CLEC consumer services revenues were $46 million, a decrease of 10 percent from the same period a year ago, and segment income was $27 million compared to $26 million year-over-year.

“Our Consumer segment delivered a successful quarter, adding 2,300 broadband subscribers,” said Tony Thomas, president and chief executive officer. “This continued an upward trend that we have experienced for the past several quarters and was driven by both strong sales and lower churn. It demonstrates that our network investments are paying off and enables us to say with confidence that we expect to grow our consumer broadband base in 2018.

“Our Enterprise segment continues to see improved results as our focus on SD-WAN, Unified Communications as a Service and on-net sales have driven improving revenue trends and margins. Windstream is now the largest SD-WAN provider in the country with more than 1,000 customers in over 12,000 locations nationwide. Sales of strategic products accelerated to over 50 percent of Enterprise sales for the quarter.

“Reflecting these strong segment results, Windstream delivered sequential and year-over-year growth in Adjusted OIBDAR that came on the back of both improved revenue trends and lower cash costs,” Thomas said.


Malaysia's Celcom Axiata adopts Huawei's cloud OSS

Celcom Axiata Berhad will deploy Huawei's cloud-based Digitized Operation Platform, Software as a Service (SaaS) solution to manage its network in Malaysia.

Celcom will be the first in Malaysia to adopt a full suite cloud-based Operation Support Service (OSS) system. The platform will enhance Celcom's capabilities in managing increasingly complex networks and services. It also enables Celcom to transform their daily operations from reactive to proactive and predictive, and further solidify their relentless drive to achieve excellence in customer experience.


Portworx expands container data management options for AWS

Portworx, a start-up based in Los Altos, California announced that its PX-Enterprise can now be integrated with Amazon Elastic Container Service (ECS), enabling mission critical stateful workloads to run in Docker containers with dynamic provisioning, cross-Availability Zone high availability, application consistent snapshots, auto-scaling and encryption functionality.

Portworx can also be integrated with Amazon Elastic Container Service for Kubernetes (EKS).

"Enterprise container adoption is skyrocketing as companies recognize the value that container technologies provide on the path to digital transformation," said Murli Thirumale, co-founder and CEO of Portworx. "Amazon Web Services integration with Portworx for both EKS and now ECS is evidence of a sea change happening in the industry: enterprises running on Amazon need flexible cloud native storage solutions that play well containers. By giving enterprises these two options for container data management, we're radically simplifying operations of containerized stateful services running on Amazon."

Key benefits of Amazon ECS with Portworx's cloud native storage include:

  • Multi-AZ EBS for Containers – Docker containers within and across Availability Zones based on business needs. Portworx will not only replicate each container's volume data among ECS nodes and across Availability Zones, but also add additional EBS drives based on reaching capacity thresholds.
  • Daemon Scheduling on ECS:  automatically run a daemon task on every one of a selected set of instances in an ECS cluster. This ensures that as ECS adds new nodes, every server can consume and access Portworx storage volumes.
  • Auto-scaling groups for stateful applications – dynamic creation of EBS volumes for an ASG, so if a pod is rescheduled after a host failure, the pre-existing EBS volume will be reused, reducing failover time by 300%.
  • Hyperconverged compute and storage for ultra-high performance databases – ECS can reschedule the pod to another host in the cluster where Portworx has placed an up-to-date replica. This ensures hyperconvergence is maintained even across reschedules.
  • Application-aware snapshots – ECS administrators can define groups of volumes that constitute their application state and consistently snapshot directly via .docker. These group snapshots can be backed up to S3 or moved directly to another Amazon region in case of a disaster.


Fujitsu develops high power Gallium-Nitride transistors

Fujitsu Labs has developed a crystal structure that both increases current and voltage in gallium-nitride (GaN) high electron mobility transistors (HEMT). The innovation effectively triples the output power of transistors used for transmitters in the microwave band.

Potential applications could include weather radar and 5G systems.

Fujitsu said GaN high electron mobility transistors can extend the outreach of microwaves from the microwave and millimeter-wave bands used for radar and wireless communications.

This research was partially supported by Innovative Science and Technology Initiative for Security, established by the Acquisition, Technology & Logistics Agency (ATLA) of the Japanese Ministry of Defense.

http://www.fujitsu.com/global/about/resources/news/press-releases/2017/1207-01.html


Thursday, August 9, 2018

Amazon Aurora Serverless offers auto-scaling, per-minute pricing

AWS introduced a new deployment option for Amazon Aurora that automatically starts, scales, and shuts down database capacity with per-second billing for applications with less predictable usage patterns.

Amazon Aurora Serverless is a MySQL-compatible database built for the cloud.  AWS said it is best suited for applications with intermittent or cyclical usage patterns. Customers will not need to manage the database servers.

“More and more customers are moving production applications and databases from Oracle and SQL Server to Amazon Aurora because it's a highly available, highly durable, built-for-the-cloud database at one tenth the cost of the older guard database offerings," said Raju Gulabani, Vice President, Databases, Analytics, and Machine Learning, at Amazon Web Services. “

Beta customers included NTT DOCOMO, Cognizant, Pagely, CB Insights, California Polytechnic State University, Currencycloud, and CourseStorm.

https://aws.amazon.com/aurora/serverless

Cox Business acquires Rapidscale for managed cloud offerings

Cox Business has acquired RapidScale, a leading managed and hybrid managed cloud services provider. Financial terms were not disclosed.

The acquisition combines Cox Business' transport and connectivity services with RapidScale's managed and hybrid managed cloud offerings.

RapidScale, which is based in Irvine, California, offers a range of cloud services, including CloudServer, CloudDesktop, CloudOffice, CloudMail, CloudRecovery, CloudApp, and SD-WAN. The company was established in 2010 and is headed by co-founder Randy Jeter.

Cox Business, which generates more than $2 billion in annual revenue., said its newly strengthened connected cloud platform will help businesses improve productivity and reduce IT expenditures.

"Businesses today need a true technology partner to deliver innovation that helps them transform operations, better engage with customers and remain competitive," said Steve Rowley, executive vice president, Cox Business. "Adding RapidScale to the Cox family, grows our business in a strategic manner by improving our cloud platform and enhances our value to business customers, regardless of size or vertical market."

"Joining Cox is an opportunity to continue to innovate and expand our existing products meet businesses IT needs both today and, in the future," said Randy Jeter, co-founder and chief executive officer, RapidScale. "Cox and RapidScale share a commitment to delivering leading technologies with second-to-none customer service."

Zayo activates Los Angeles to Dallas LH route

Zayo completed a long haul dark fiber route between Los Angeles and Dallas. The route complements Zayo’s existing long haul network, enabling diverse connectivity between major West Coast data center markets to Dallas, one of the largest data center and interconnection markets in the U.S.

Zayo plans to activate 100G wavelength service later this month, along with its full range of high-performance connectivity solutions. Zayo secured an anchor tenant and began development of the 2,000-mile route in 2015, which included upgrades and new construction. Since construction began, Zayo has secured multiple additional dark fiber and wavelengths anchor tenants on the route, supporting return on investment for the strategic project.

“Zayo is committed to success-based investments in our network, and this expansion will help meet the high-bandwidth demands across many industries,” said Jack Waters, CTO and president of Fiber Solutions at Zayo. “We continue to collaborate with key customers and construct critical strategic routes to ensure the availability of high-performance fiber and infrastructure.”

Teledyne LeCroy's Protocol Analyzer adds PAM4 50G-400G Ethernet

Teledyne LeCroy introduced a trace capture and analysis solution for the 802.3cd and 802.3bs 50/100/200/400GE four-level pulse amplitude modulation (PAM4) Ethernet specifications.

The new capability, which is available as a license for the company's SierraNet T328 protocol analyzer, enables higher data rates and enhanced reliability for future-generation data centers and cloud-based services.

Teledyne LeCroy notes that PAM4 signals are more susceptible to errors in noisy environments. To reduce the error rate, systems negotiate transmission parameters that maximize signal quality at the receiver. PAM4 Systems designers are demanding the link-layer analysis capabilities to ensure the negotiation among components is effective.

The SierraNet T328 can now help identify and reduce link-interoperability problems between major fabric components such as switches, routers, network interface adapters, servers, and Network Attached Storage (NAS).

"By providing real-time trace capture, decode, and analysis of the auto-negotiation and link-training functions, the SierraNet T328 has become the de facto standard for high-speed protocol analysis in development, debug, and test applications," stated David J. Rodgers, Ethernet and SAN Product Line Manager at Teledyne LeCroy.

Intel packs 32TB into its ruler SSD for data centers

Intel announced a 32 terabyte "ruler" SSD for data centers.

Instead of the traditional, 2.5" or 3.5" rectangular box for disk drives, Intel's ruler is a long, thin box designed to slide into a 1" server chassis, plugging in via a PCIe interface at the end of the ruler. The long, thin shape dissipates heats better than conventional designs.

The Intel SSD DC P4500 is built on Intel 3D NAND technology, which stacks memory cells atop each other 64 layers deep.

A prototype of the ruler SSD was first shown at last year's Flash Memory Summit.

Napatech supplies lawful intercept in central Europe

One of Central Europe's leading cybersecurity government agencies has selected Napatech's FPGA-based SmartNIC software and hardware to strengthen its national security posture within new lawful interception applications. 

Napatech said its reconfigurable computing platform was selected by the cyber agency and its IT services partner as the foundation for their next-generation lawful interception system. The solution provides lossless, line-rate networking performance from 1 to 100 Gbps, with high-precision nanosecond timestamping. Its open-system approach allows it to be deployed in standard server platforms, radically reducing system costs and making wide-scale deployments practical. Finally, the highly programmable nature of the FPGA-based SmartNICs ensures the platform can easily and quickly adapt to new applications that adversaries may exploit to evade surveillance.

Jarrod J. S. Siket, chief marketing officer of Napatech, said: "Government and enterprise IT organizations are deploying a wide range of software applications on standard server platforms. Our reconfigurable computing platform improves the performance of networking and security applications with the most challenging performance requirements."

Cohere selects RedShift for UC threat detection and fraud prevention

Cohere Communications, which offer IT support services including cyber protection and crisis management, is deploying RedShift Networks’ Unified Communication Threat Management (UCTM) solution to provide its customers with a comprehensive managed VoIP solution.  The rollout adds an additional layer of security to Cohere’s existing Unified Security Management (USM) Solution.

Cohere said its USM delivers a fully outsourced, end-to-end solution – enabling their customers to seamlessly secure critical systems and sensitive data.

Steven Francesco, Cohere Communications’ Chairman and CEO, said: “Secure voice communications is an essential part of our offering. Our partnership with RedShift Networks, a leader in the space, will further support our mission to provide customers with an all-encompassing Cyber framework – protecting their firm’s network from intruders and potentially catastrophic loss of information, services, and reputation.” Combining our USM Solution with RedShift Networks’ leading solutions, we are aiming to ensure that businesses can proactively respond to evolving threats and fully secure their most valuable assets – their customer and business data.”

“As more and more companies are attacked by damaging security threats such as Ransomware and service-impacting Botnets, it is clear that all companies – regardless of size – require a comprehensive security solution that protects their firm from the network to the core, said Steven Francesco, Chairman and CEO of Cohere Communications. “By joining forces with RedShift Networks, we are providing a comprehensive VoIP detection and response platform, supported by industry experts to ensure our customers are protected against current threats.”

Dropbox delivers Q2 sales of $339.2 million, up 27% yoy

Dropbox reported Q2 revenue of $339.2 million, an increase of 27% from the same period last year. GAAP gross margin was 73.6%, as compared to 65.4% in the same period last year. Non-GAAP gross margin was 74.5%, as compared to 66.7% in the same period last year. GAAP net loss was ($4.1) million, as compared to ($26.8) million in the same period last year. Non-GAAP net income was $48.0 million, as compared to $20.0 million in the same period last year.

  • Paying users totaled 11.9 million, as compared to 9.9 million for the same period last year. 
  • Average revenue per paying user was $116.66, as compared to $111.19 for the same period last year.
  • Dropbox also announced that Dennis Woodside, chief operating officer, is stepping down.

“We delivered another solid quarter of revenue growth in Q2, reflecting the strength of our unique business model,” said Dropbox Co-Founder and Chief Executive Officer Drew Houston. “We added over a dozen new product features to our user and admin experiences, and strengthened our infrastructure, all while driving a 30% free cash flow margin.

Horizons 3e preps for launch -- extending Intelsat's EpicNG

Horizons 3e, a next-gen satellite owned by a joint venture between Intelsat and SKY Perfect JSAT Corporation of Japan, arrived at the Guiana Space Center in Kourou, French Guiana, where it will undergo final preparations before its scheduled launch on an Ariane 5 rocket on the 7th of September, 2018.

Horizons 3e was built by Boeing and is based on the Intelsat EpicNG design. Horizons 3e is the sixth of Intelsat EpicNG high throughput satellites and will complete Intelsat EpicNG’s global coverage. It is also the first Intelsat EpicNG satellite to feature entire Ku-band spot beams utilizing multiport amplifiers that optimize power across the satellite, and features the highest throughput of the entire Intelsat EpicNG fleet with full beam interconnectivity in two commercial bands.

http://www.intelsat.com/global-network/satellites/epicng/


Talari's SD-WAN gains recommended rating from NSS Labs

Talari Networks received a “Recommended” Rating from NSS Labs in its first-ever Software-Defined Wide Area Network (SD-WAN) Group Test.

In its inaugural SD-WAN test, NSS Labs evaluated nine of the industry’s leading SD-WAN products were examined to help enterprises understand the merits of products in the market and identify the capabilities best suited to meet their use case requirements. The tests covered key areas of differentiation for SD-WAN products on Quality of Experience (QoE) for VoIP, QoE for video, and network performance.

Talari says its Failsafe SD-WAN technology delivers MPLS-class high availability and QoE for enterprise WANs using Internet connections to augment and/or replace their low bandwidth, expensive MPLS circuits.

"While the SD-WAN market is growing quickly, it has also gotten muddled by the sheer number of vendors claiming to have a high-quality enterprise solution." said Talari CEO Patrick Sweeney. "The NSS Labs SD-WAN Group Test provides greater clarity by giving hard core technical answers on which vendors meet the needs of enterprises, versus other SD-WAN products that can’t pass, or will not submit to, independent testing."