Bob Laliberte

Bob Laliberte

ESG Senior Analyst Bob Laliberte focuses on existing and emerging network technologies, software, and services utilized by enterprises and service providers. He is particularly interested in the software-defined and virtual architectures that will drive the next wave of network investment. His coverage includes the network, cloud, and service offerings that telcos (wireless and fixed line), cable operators, and MSPs are delivering to enterprise customers. In his 25+ year career, Bob has held several senior management roles in marketing, product management, and sales for software and technology companies conducting business in the U.S. and internationally. Bob’s straightforward and thought-provoking insights have made him a popular resource for IT vendors and the media alike.

Recent Posts by Bob Laliberte:

The Relevance of Networking at AWS re:Invent (with Video)

This year was my first re:Invent and it was an impressive event. There were over forty-three thousand people in attendance and the show occupied a number of hotels along the Vegas strip. It wasn’t just that there were a lot of people there, it was that there were a lot of people who wanted to be there – after attending hundreds of trade shows and user group events you get to know the difference. There was a buzz and excitement at the show that reminded me of early VMworld and TechEd shows. Sessions were sold out and queues were long as people waited for the doors to open. All the attendees I spoke to had specific reasons for attending; many were in the process of moving to a cloud first strategy and were there to learn.

Topics: Networking Amazon AWS AWS re:Invent

Extreme Executes Against Vision with Brocade Acquisition

For the last few years Extreme Networks has been quietly executing on its vision to provide end-to-end network solutions for enterprise customers. The latest acquisition of Brocade adds enterprise-class data center switching, routing, and network analytics. It will also come with many existing customers and enough revenue to push Extreme over the one-billion-dollar mark.

Topics: Networking Extreme Networks Brocade

Gigamon Goes Private (Equity)!

Elliot Management announced yesterday that its wholly owned Private Equity Subsidiary, Evergreen Coast Capital Partners, announced a deal to acquire Gigamon. Gigamon is a market leading provider of what it calls traffic visibility solutions and what many refer to as network packet brokers.

Gigamon has always delivered premium solutions and extracted premium pricing--the most often-quoted competitive phrase in the space is that we are <insert percentage--33-50% or more> less than Gigamon. Yet Gigamon has continued to deliver innovative solutions and grow in the enterprise and service provider markets. Recently its focus on enabling security solutions has resulted in significant growth. The company was able to successfully transition from a VC-backed private company to a public company. While this transition was not without its challenges along the way – it is difficult to keep up a 30-40% growth rate indefinitely - the leadership team has worked diligently to keep the company on track. It is now entering a new phase by returning to private ownership under a Private Equity firm. So, what does that mean?

Topics: Networking Gigamon private equity Evergreen Coast Capital Partners

Back in the Saddle Again

As the Aerosmith song goes (and to be fair, Gene Autry as well), I am back in the saddle again, the analyst saddle, that is. After a three-year adventure with a PE-backed company selling test solutions and service assurance software to enterprise and global telecommunication providers, I have returned to ESG. I would like to say that now I am older, wiser, and a lot smarter--however, what I can say for sure is that I am older, heavier, and balder! Other than becoming a cliché (old, fat, bald guy), I did have a lot of great experiences over the last few years and got to work with some great co-workers and customers. In my previous jobs, I have worked for privately owned companies based in the US and Japan, as well as VC-backed startups through their ups and downs, and I wanted to gain some experience at a PE-backed company to add to my list.  

Topics: Networking