NB455: Extreme Announces ZTNA Offering; Palo Alto Networks Spends Big On A Browser Startup

Extreme Networks is jumping into Zero Trust Network Access, Palo Alto Networks is reportedly spending more than half a billion dollars to acquire a corporate browser startup, and Forrester predicts as much as 20% of VMware’s customers may jump ship after the Broadcom acquisition completes. Arista touts a strong third quarter, while F5 forecasts a tougher road ahead as its backlog clears. We cover all these stories, plus some listener follow-up, in today’s Network Break podcast. Sponsor: BackBox BackBox, the network automation platform for configuration management, device backups, and OS upgrades, is now adding network vulnerability management. This new capability is purpose-built for network teams to quickly discover and prioritize network OS vulnerabilities and then reliably automate patching and upgrades. Find out more at backbox.com/packetpushers. Tech Bytes: Nokia Today on the Tech Bytes podcast, sponsored by Nokia, we talk about the special requirements to build a data center fabric for AI use cases such as training and inference. While Ethernet is still likely to be involved, an AI fabric has to be optimized to meet particular demands. Show Links: ExtremeCloud Universal ZTNA Sets New Industry Standard for Simple, Secure Network Access – Extreme Networks Palo Alto Networks® Announces Intent to Acquire Enterprise Browser Start-up Talon Cyber Security – Palo Alto Networks Talon Security 1 in 5 VMware customers plan to jump off its stack next year – The Register Arista Networks, Inc. Reports Third Quarter 2023 Financial Results – Arista Arista Networks (ANET) Q3 2023 Earnings Call Transcript – Motley Fool F5 Reports 4% Revenue Growth and Double-Digit Earnings Growth in Fiscal Year 2023 and 1% Revenue Growth and Double-Digit Earnings Growth in its Fourth Quarter – F5