Aruba wireless has been losing market share for over a year.
Its behind on both 802.11ax ("gen 6") and cloud management.
Execs provided a lame "sales execution" excuse in
post earnings analyst conference.
For the first time ever, total networking revenue is down year over year.
What's really going on ?
NO Real Cloud based management platform. HPE creeping into the manufacturing process with WEAK products. Product failure moving up. Service Contract all messed up because HPE LOST the entire database of customer products. No nerve to go head to head with Cisco in a Bake off. Cisco will own the space soon as Aruba cannot make ClearPass grow to the next stage. AND no wired network products. New labels on OLD HP switches cannot compete with Cisco. Management is LOST.
H3C ? The sale happened 4 years ago and Aruba kept growing revenue since.
Something else is happening. When you pay any software engineer with 5 years experience $60K sign up bonus to join Aruba, something is wrong.
Loss of H3C revenue without a complete porfolio behind it, more to networking than wireless campus edge. Understand US Govt and others not buying Chinese but other partnerships mucked up
Cisco/Meraki is taking market share away from Aruba and so are others.
Aruba employees are treated well relative to HPE standards but it ain't enough.
Same c-appy benefit package, RSUs and bonuses.
Cisco is doing a much better job at keeping key acquisitions independent and structuring incentives in such away to minimize churn. Stock performance (Cisco/others) over last 4-5 years didn't hurt either.
What is wrong with using Apple MacBooks? The entire HPE employee population should have the choice of what PC they get issued for work.
Cisco is a formidable competitor and they have amped up their sales tactics, and that is probably the reason for reduced revenue last qtr.
Heard those sh--ty Aruba folks are having totally separate governance. Using Apple MacBooks and having king n queen like treatment.
They (Aruba) have supported a stupid project called Moonshot that is really a waste of money.
Huawei?