A10 Networks reported record quarterly and annual revenue for 2025, driven by strong demand for its security and cloud infrastructure solutions that support AI workloads. The company forecasts 10-12% revenue growth for 2026, citing a diversified customer base and sustained enterprise investment.
Boingo Wireless has selected Globalstar's software-defined 5G platform, XCOM RAN, for deployment in its private wireless networks following successful technical trials in high-demand environments.
Ethereum co-founder Vitalik Buterin suggests the blockchain's rapid layer-1 scaling is outpacing expectations, necessitating a strategic rethink for auxiliary networks like Arbitrum and Optimism beyond mere transaction processing.
Fueled by optimism over its role in powering next-generation AI data centers for tech giants, Arista Networks (ANET) is back in the spotlight. But with its valuation telling two different stories, investors are grappling with whether the stock is a buy or if future growth is already priced in.
Aviat Networks (AVNW) reports a surge in second-quarter bookings to a 10-year high, driven by demand in private and mobile networks. The company reaffirms its full-year outlook, highlighting disciplined execution and emerging opportunities in public safety 5G and fixed wireless access.
Ethereum co-founder Vitalik Buterin has issued a stark reassessment of the blockchain's scaling roadmap, arguing that the original vision for layer-2 networks as 'branded shards' no longer fits reality as Ethereum's base layer evolves.
Cybersecurity giant Palo Alto Networks has acquired cloud-native observability platform Chronosphere, aiming to provide customers with deeper visibility and control over sprawling AI and IT systems. The move reinforces its platform strategy as analysts highlight the firm's dominant market position.
Despite recent stock pressure, Palo Alto Networks is betting big that its integrated cybersecurity platform and strategic acquisitions in identity security and AI will solidify its market dominance and capture a larger share of enterprise security budgets.
As AI infrastructure spending accelerates, Arista Networks (ANET) is drawing investor attention with its debt-free balance sheet and critical role in cloud networking. Despite premium valuations, bulls argue its financial fortress and recurring software revenue justify the price, with a $163 price target signaling further upside.
Giverny Capital hails Arista Networks as its top performer since inception, crediting its pivotal role in AI data center and cloud networking. As demand for AI capacity soars, Arista's strategic position with hyperscale clients fuels both impressive gains and a heated debate on whether its stock price has run too far, too fast.
Shares of Aviat Networks (NASDAQ: AVNW) have seen notable volatility, recently trading around $21.81. Analysis suggests the stock may be undervalued relative to industry peers, with strong future earnings growth projected. We examine whether this small-cap network specialist presents a timely opportunity for investors.
Giverny Capital's latest investor letter highlights Arista Networks as a standout performer, driven by strong earnings and strategic positioning in the high-speed networking sector crucial for AI and cloud expansion.
The Hong Kong Monetary Authority has detailed its enhanced oversight framework for key retail payment systems, designating networks like Visa, Mastercard, and UnionPay for direct supervision to ensure security and stability in the city's rapidly digitizing economy.
Extreme Networks reports Q2 revenue of $317.9M and net income of $7.9M, while launching an AI-integrated partner initiative aimed at streamlining sales and driving higher-margin software revenue.
Fox Corporation reported a mixed second quarter, with overall profits declining despite revenue growth driven by its streaming service Tubi, cable networks, and sports pricing. The company faces headwinds from lower political ad revenue and TV ratings, even as it positions its live news and sports offerings for future election cycles.
The telecoms giant sees a slowdown in customer defections amid a sector-wide squeeze that is hitting its smaller, debt-laden rivals hard.
Broadcom unveils its new Wi-Fi 8 platform, engineered specifically for enterprise AI workloads. The move highlights the chipmaker's strategic pivot to capture growing demand for high-capacity, low-latency wireless infrastructure as businesses accelerate AI adoption.
As Ethereum's core development advances, its leading scaling solutions are shifting their narrative—from being mere extensions of the base chain to asserting their independence and unique value propositions in a maturing ecosystem.
F5's stock has significantly underperformed the broader market, raising concerns about its growth trajectory and profitability. We examine the key challenges and highlight a more promising investment opportunity in the fintech sector.
American authorities are intensifying scrutiny of Iran's rapidly expanding cryptocurrency ecosystem, investigating allegations that state security forces have used digital asset platforms to bypass international sanctions and move substantial funds overseas.
