Fireside Chat: Pipe Dreams and AI Realities — Networking's Midlife Crisis

Our #AIinNetworking Report just published (download at: https://ngi.fyi/ainetwork24yt) ! In this fireside chat, report authors, AvidThink's Archana Khetan (contributing analyst) and Roy Chua discuss what they learned in putting together the report. They will cut through the hype and provide context on:- Why more #AI in networking and why now- #PredictiveAI and #GenerativeAI - how they see the respective applicability- Top use cases for #AIOps,...

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Cisco's Q4 Boosted by Splunk Integration Despite Revenue Decline

 Cisco announced its financial results for the fourth quarter and fiscal year 2024, reporting a revenue of $13.6 billion for Q4, slightly above its guidance range. The company's product order growth saw a 14% year-over-year increase, with a 6% growth excluding Splunk. However, revenue for the quarter decreased by 10% compared to the previous year, reflecting broader market challenges. Cisco's strong margins continued to impress, with a GAAP...

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Cisco's Jonathan Davidson Steps Aside, Jeetu Patel to Lead Unified Product Team

Cisco announced several strategic changes to adapt to the evolving technology landscape and better support its customers in modernizing infrastructure, mitigating cyber risks, and leveraging data. Jonathan Davidson, who has been leading Cisco Networking, is stepping down to serve as an advisor to CEO Chuck Robbins. In response, Cisco is consolidating its Networking, Security, and Collaboration teams into a single organization, now led by Jeetu Patel,...

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Telstra Expands 5G and Fiber Networks Amid Mixed FY24

 Telstra reported FY24 financial results, revealing a mixed performance across its business segments, with total income rising by 1.0% to $23.5 billion. The company’s mobile division remained a standout performer, with a 4.5% increase in income to $10.7 billion, driven by strong growth in postpaid, prepaid, and IoT services, alongside a 24.6% surge in wholesale revenue. Despite these gains, Telstra faced challenges in its Fixed – Consumer &...

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Lumentum's FY24 Sales Dip 23% as Cloud and Networking Segments Face Headwinds

Lumentum reported its fiscal fourth-quarter and full-year 2024 financial results, revealing mixed performance amidst challenging market conditions.Fiscal Fourth Quarter 2024 HighlightsNet Revenue: $308.3 million, a 15.9% decline from the previous quarter.GAAP Operating Loss: 43.3% of revenue, reflecting deepening losses.Non-GAAP Operating Margin: Narrowed to -0.3%, compared to 4.1% in the prior quarter.GAAP Net Loss: $252.5 million, translating to...

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Telstra and Optus Extend 3G Network Closure to October 2024

Telstra and Optus have announced an extension to the closure of their 3G networks, now set for October 28, 2024. This additional time will be used to intensify public safety awareness efforts, ensuring that all 3G users transition to 4G and 5G networks before the shutdown. The extension aims to address concerns and prepare users, particularly those dependent on 3G for emergency services, medical devices, and IoT systems.3G networks to start closing...

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GCT Semi Partners with Samsung on 4G/5G Chipsets

GCT Semiconductor signed a Memorandum of Understanding (MOU) with Samsung Electronics to accelerate the development and adoption of advanced 4G/5G chipsets and modules. This collaboration aims to enhance the global 4G/5G ecosystem, particularly for OEM/ODM device makers, and to support wireless operators worldwide, including in critical sectors such as mission-critical public safety and the oil industry.Partnership Focus: Joint development of 4G/5G...

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Telstra's AI Path to Autonomous Networks

How is Telstra leveraging AI to transform network operations and management?Channa Seneviratne, Technology Engagement & Advancement Executive from Telstra explains:- AI is automating key business processes and managing network complexity through machine learning algorithms- Predictive maintenance and self-healing closed-loop assurance are enabled by analyzing millions of alarms and performance indicators- Generative AI ingests documentation and...

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Accelerating AI with Telstra's Inter-City Fibre

What role will Telstra $1.6 billion inter-city fibre upgrade programme play in acclerating Australia's AI future?Channa Seneviratne,Technology Engagement & Advancement Executive from Telstra, explains:- Telstra is investing $1.6 billion in a new optic fiber highway connecting all Australian capital cities- The company has already laid 1,800 km of new inter-city fiber, enabling high-speed data transport- Microsoft, as a foundation partner, plans...

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