Brocade's increasing focus on the datacenter and service provider markets appears to be paying dividends, as the company reported a jump in datacenter fabric sales in its fiscal first quarter earnings report this week.
"We continue to see growth in our Ethernet fabric sales," said Lloyd Carney, CEO of Brocade Communications Systems Inc. (Nasdaq: BRCD), on the earnings call. "Brocade VDX sales were up 61% year-over-year as both enterprises and service providers implement next-generation networking architectures to support their increasingly virtualized datacenters."
Carney added that datacenter-related sales delivered about 59% of Brocade's overall IP networking-related revenue during the quarter. Datacenter revenue grew about 5% year-over-year. That's a modest figure, but Carney said things will pick up this year.
On the SDN/NFV front, Brocade also said it moved its Vyatta 5600 virtual router, targeted at carrier and large enterprise infrastructure virtualization needs, into beta testing opportunities during the quarter. Carney said Brocade will be aggressively pushing that platform in the next 18 months. "The focus is on market share," he said. "It's on getting that platform into as many hands as possible."
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Technology industry veteran Martin Lund joins Metaswitch Networks this week as the company's new CEO. In this interview, Lund discusses his new role and the industry's progress with Light Reading CEO Steve Saunders. Lund believes that the industry disruption caused by SDN and NFV is creating opportunities for companies like Metaswitch – network software providers with the agility to embrace new technologies quickly and the ability to deliver on substantial projects for global network operators.