(AOF) – Cisco has made an offer to buy software company Splunk worth more than $20 billion, according to people familiar with the matter quoted by the Wall Street Journal, in what would be the biggest acquisition ever. by the network specialist. Splunk, founded in 2003, creates software to monitor and analyze data. The outlet clarifies that the offer was made recently and the companies are not currently in active talks.
“Splunk’s strong presence in the security space would provide a significant opportunity for Cisco, which lags its peers in the security operations space,” says Jefferies.
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Telecom Equipment Manufacturers: New Competition
New equipment manufacturers are on the rise
After two decades of concentration, which had led to the domination of the market by three players – Huawei, Ericsson and Nokia – new competitors are emerging. Small players have emerged with Open RAN (for “open radio access networks”), such as Mavenir, Parallel Wireless, Airspan, while large groups want to return or diversify into telecoms (such as Samsung, NEC, Fujitsu) with these solutions.
Some professionals estimate that the turnover of Open RAN solutions should double in 2021 and should represent 10% of the mobile equipment market in 2025. The largest European operators (Deutsche Telekom, Orange, Telefónica and Vodafone) have signed a memorandum of understanding, by which they undertake to rapidly deploy Open RAN solutions in Europe. The second world operator, Vodafone, recently confirmed this commitment.