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2018 Technology Trends from Mellanox CTO Michael Kagan

In this video, Mellanox CTO Michael Kagan offers his view of technology trends for 2018.

“Mellanox is looking forward to continued to Technology and Product Leadership in 2018. As the leader in End-to-End InfiniBand and Ethernet Technologies, Mellanox will introduce new products (Switch Systems/Silicon, Acq. EZchip Technology) to accelerate future growth. The company is also positioned to benefit from market transition from 10Gb to 25/50/100Gb.”

Mellanox Technologies is a leading supplier of end-to-end Ethernet and InfiniBand intelligent interconnect solutions and services for servers, storage, and hyper-converged infrastructure. Mellanox intelligent interconnect solutions increase data center efficiency by providing the highest throughput and lowest latency, delivering data faster to applications and unlocking system performance. Mellanox offers a choice of high performance solutions: network and multicore processors, network adapters, switches, cables, software and silicon, that accelerate application runtime and maximize business results for a wide range of markets including high performance computing, enterprise data centers, Web 2.0, cloud, storage, network security, telecom and financial services.

Mellanox Investment Highlights Summary:

  • Interconnect technology is critical for business performance
  • Increases application productivity and ROI
  • End markets have shown consistent growth
  • Mellanox’s TAM forecasted to reach ~$15B by 2018
  • Mellanox uniquely positioned to continue market leadership
  • Providing compelling technology benefits to multiple, high growth markets
  • Well positioned as industry transitions to 25Gb+ technology
  • Shipping 25/40/50/100Gb technology today (end-to-end solution)
  • Demonstrated revenue growth, strong cash flow and increasing profitability with attractive gross margins Solid revenue growth (~30% CAGR) over the last 3 years

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