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Dec 19, 2025

Motorola Solutions: Switching Costs, Mission-Critical Aspects and LMR vs Broadband

Former VP at Motorla Solutions
Partner Interview
Motorola SolutionsUSLarge CapL3harrisAT&TVerizon Communications IncInformation TechnologyIndustrialsCommunication Services
Aug 25, 2025

Cogent: Sprint Fiber Longevity & Monetization Challenges

Former VP at Ciena
Partner Interview
Cogent CommunicationsUSSmall CapAT&TCienaCiscoCorningLumen TechnologiesSprintT-MobileVerizon Communications IncZayo Group HoldingsNetwork EffectsPhysical Infra & NetworksCommunication ServicesInformation TechnologyIndustrials
Aug 4, 2025

Allot: Pivoting from DPI to Network-Based Security-as-a-Service

Former Executive at Allot
Partner Interview
AllotGilat Satellite NetworksVerizonAT&TT-MobileAkamaiRadwareFSecureAllotGilat Satellite NetworksVerizonAT&TT-MobileAkamaiRadwareFSecureInformation TechnologyCommunication Services
Jul 25, 2025

Allot: Scaling Network-Based Cybersecurity Through Telecom Partnerships

Former VP at Allot
Partner Interview
AllotVodafoneVerizon Communications IncAT&TT-MobileMcAfeeSymantecPalo Alto NetworksAllotVodafoneVerizon Communications IncAT&TT-MobileMcAfeeSymantecPalo Alto NetworksInformation TechnologyCommunication Services
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Weekly update
Jul 24, 2024

Carrier vs Trane HVAC, Roper, O'Reilly, Ryan Specialty, Midwich, Privia, MongoDB, Cogent

Carrier GlobalUSLarge CapRoperAT&TMongoDBWatscoRyan Specialty GroupTeslaLifcoDaikinConstellation SoftwareBoseAutoZoneDanaherDiploma
Jul 22, 2024

Cogent: IP Transit Strategy, Competitive Positioning & Peering

Former Senior Director of Product Management at Lumen
Partner Interview
Cogent CommunicationsUSSmall CapLumen TechnologiesVerizonAT&TZayo Group HoldingsNetwork EffectsPhysical Infra & NetworksCommunication Services
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Weekly update
Jul 17, 2024

Halma, Rolex & WOSG, RH, Roper, Belron, Ocado, Daily Journal, Idox, Cogent

HalmaGBLarge CapBerkshire HathawayRolexIDOXRoperLifcoTeslaAT&TWatches of Switzerland GroupBelron
Jul 16, 2024

Cogent: Fiber Lifespan, IP Transit Price Deflation & IPv4 Opportunity

Former Strategic Capture - Hyperscaler Division - at Lumen Technologies
Partner Interview
Cogent CommunicationsUSSmall CapLumen TechnologiesVerizonEquinixComcastAT&THurricane ElectricNetwork EffectsPhysical Infra & NetworksCommunication ServicesReal Estate
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Weekly update
Jun 20, 2024

ADSK vs Procore, FTAI & CFM56 MRO, Belron, Topicus, Eurofins, Cogent, UnitedHealth, Ametek, Pets at Home

Eurofins ScientificLULarge CapAutodeskTopicusProcoreFTAI AviationAMETEKAT&TUnitedHealthPets at HomeChromalloyDanaherSYNLAB
Jun 18, 2024

Cogent, Lumen, Level 3: Internet Service Provider - Hyperscaler Relationship Dynamics

Former Strategic Capture - Hyperscaler Division - at Lumen Technologies
Partner Interview
Level 3 CommunicationsCogent CommunicationsLumen TechnologiesZayo Group HoldingsVerizonAT&TDeutsche TelekomLiberty GlobalTMobile USNetwork EffectsPhysical Infra & NetworksCommunication Services
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Weekly update
Jun 5, 2024

Tesla Insurance, Topicus, HWDN France, O'Reilly, UnitedHealth, TechTarget, Dynatrace, CCOI, Brockhaus, Alpha Group

TeslaUSMega CapGartnerTopicusAT&TTechTargetDynatraceInformaHowden JoineryZayo Group HoldingsThe ProgressiveMicrosoftCogent CommunicationsCenturyLinkBosch
May 31, 2024

Cogent: Sprint Wireline Network Acquisition Analysis

Former Strategic Capture - Hyperscaler Division - at Lumen Technologies
Partner Interview
Cogent CommunicationsUSSmall CapLumen TechnologiesZayo Group HoldingsAT&TVerizonCenturyLinkLevel 3 CommunicationsNetwork EffectsPhysical Infra & NetworksCommunication Services

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