Monday, October 24, 2011

Tellabs Revenue Falls to $314 million

Tellabs reported Q3 2011 revenue of $314 million, compared with $430 million in the year-ago quarter. North American revenue declined to $151 million, and revenue outside North America rose to $163 million.

For the third quarter of 2011, Broadband segment revenue was $170 million, down 15% from the yearago quarter. Transport segment revenue was $87 million, down 49%. Services segment revenue was $57
million, down 6%.

On a GAAP basis, Tellabs recorded a net loss of $138 million or 38 cents per share in the third quarter of 2011, compared with net earnings of $57 million or 15 cents per share in the third quarter of 2010. The loss was primarily driven by a non-cash goodwill impairment charge of $83 million; a non-cash in-process R&D impairment charge of $20 million; and previously announced restructuring charges of $20 million.

“We're disappointed by third-quarter revenue in North America,�? said Rob Pullen, Tellabs president and
chief executive officer. “Yet we're encouraged by the continuing growth of our business outside North
America, which generated more than half of Tellabs' quarterly revenue for the first time.�?

PCTEL Acquires Envision Wireless

PCTEL, which develops antenna, scanning receiver, and network solutions, acquired the assets of Envision Wireless, an engineering services business based in Melbourne, Florida. Envision focuses on the RF issues pertaining to in-building coverage and capacity and its target market is relevant to PCTEL's antenna and scanning receiver businesses. The company provides value-added analysis of collected data. They provide services to the public cellular carriers, network infrastructure providers, and real estate concerns. Financial terms were not disclosed.

“In-building represents one of our key, vertical antenna markets,�? said Marty Singer, PCTEL's Chairman and CEO. “Additionally, our scanning receivers are widely used by network engineers in resolving in-building design issues. We plan on expanding Envision's current operation and leveraging their activities into sales of both antennas and scanning receivers,�? added Singer.

F5 Posts Revenue of $314.6 million

F5 Networks reported revenue of $314.6 million for its fourth quarter of fiscal year 2011, up 8 percent from $290.7 million in the prior quarter and 24 percent from $254.3 million in the fourth quarter of fiscal year 2010. For fiscal year 2011, revenue was $1.15 billion, up 31 percent from $882.0 million in fiscal year 2010.

“In the first full quarter that VIPRION 2400 was generally available, demand for the new mid-range chassis exceeded our expectations. During the fourth quarter, we also saw strong demand for VIPRION 4400, our high-end chassis, particularly among our Telco customers.�?

GAAP net income for the fourth quarter was $67.6 million ($0.84 per diluted share) compared to $62.5 million ($0.77 per diluted share) in the third quarter of 2011 and $48.2 million ($0.59 per diluted share) in the fourth quarter a year ago. GAAP net income for the year was $241.4 million ($2.96 per diluted share) versus $151.2 million ($1.86 per diluted share) in fiscal year 2010.

Bytemobile Publishes Mobile Video Analytics Report

Demand for higher-quality video resolution is growing steadily in mobile networks worldwide, according to Bytemobile newly released Mobile Analytics Report. Some key findings:

  • On average, mobile subscribers consume their total daily video content in a single session.

  • Video users click through multiple videos before terminating their session.

  • On average, mobile video subscribers watch 10 videos sequentially.

  • Across geographies, subscribers on un-optimized networks view approximately 60 seconds of each video clip, while subscribers on optimized networks watch 90 seconds.

  • On an average day, 17% of total laptop subscribers consume video content, compared to 11% of total iPhone subscribers and 7% of total Android subscribers. Less than one percent of feature phone subscribers attempt to consume video content.

  • During off-peak network hours, an individual subscriber will consume twice as much video content in a single session than they would during peak hours.

  • demanding higher-quality videos across all device types.

  • Form factor, screen size and user interface impact mobile video consumption.

  • Depending on network conditions and time of day, mobile videos stall between 5 percent and
    40 percent of the time.

  • Video optimization technology reduces stalling by 30-50 percent.

Broadcom Posts Q3 Revenue of $1.96 billion -- Up 8.4% YoY

Broadcom reported Q3 2011 revenue of $1.96 billion, an increase of 8.4% compared with the $1.81 billion reported for the third quarter of 2010. Net income computed in accordance with U.S. generally accepted accounting principles (GAAP) for the third quarter of 2011 was $270 million, or $.48 per share (diluted), compared with GAAP net income of $328 million, or $.60 per share (diluted), for the third quarter of 2010.

"Broadcom delivered record revenue and cash flow in Q3 with strength across all of our end markets - Home, Hand and Infrastructure," said Scott McGregor, Broadcom's President and CEO. "While our outlook reflects potential industry softness, our long-term strategy is to continue to outgrow the overall semiconductor market with product innovations that drive new market growth and value."

DragonWave Debuts its "Avenue" Microcellular Solution

DragonWave introduced its "Avenue" backhaul solution for small cell base stations.

DragonWave's new product accommodates a wide range of 3G or 4G microcellular RAN access units and leverages an integrated backhaul antenna array supporting up to three simultaneous backhaul beam paths using frequencies ranging from 2 GHz to 80 GHz to deliver 1.2 Gbps of aggregate, full-duplex capacity. Alternatively, the Avenue can be backhauled via fiber or DSL.
RAN base stations integrated into the Avenue can be backhauled over distances up to 4 km/2.5 mi. The Avenue's ultra-high capacity enables the support of a wide range of network topologies (self-healing rings, constrained meshes, point-to-point/daisy-chaining or multi-point).

DragonWave said it engineered the Avenue to deliver the highest levels of spectral efficiency and reliability for carrier-grade delivery of advanced applications and services.

Alcatel-Lucent Builds 4G Consumer Communications Solution

Alcatel-Lucent has developed an application for 4G that integrates voice and video-calling, instant messaging and group calling and across a variety of devices - smartphone, tablet or PCs.

Alcatel-Lucent's new 4G Consumer Communications Solution uses flash-capable web browser technology to enable consumers to connect via video using virtually any PC or mobile internet device, so they don't need to figure out whether the person they are calling is using a compatible video service or device as they do today. Significantly, the solution leverages Alcatel-Lucent's IP Multimedia Subsystem (IMS) to ensure the quality of experience for various communications and social services.

Sandip Mukerjee, President, Advanced Communications Solutions at Alcatel-Lucent said: "By greatly simplifying access to the range of available communication formats and devices, Alcatel-Lucent's 4G Consumer Communications solution creates a ‘new conversation experience' that makes every contact as easy and reliable as a voice call. This improved experience will be welcomed by anyone who has ever suffered the frustration of juggling the multiple ways they connect with the people in their lives. Now subscribers just place the call in whatever format they choose and enjoy the service."

Symantec Delivers Hosted, User-defined Security Controls with Partners

Symantec is partnering with Tekmark Global Solutions and Centri Technology to deliver hosted, user-defined security controls that will enable communication service providers to offer their mobile subscribers the ability to improve their safety online, even when roaming across operator networks or using Wi-Fi access.

Symantec Accelerated Next Generation Network Protection (NGNP) is a hosted service for network operators. By using a software client on each protected mobile device, traffic can be filtered with multiple levels of configurability for content controls, such as identifying certain URLs or groups of URLs to allow or block, creating a walled garden and inspecting web downloads for malicious content. For instance, user defined parental controls can be configured for specific website access, inappropriate links or for time-of-day controls. For enterprises, global or departmental website controls and reporting are enabled.

Centri supplies data acceleration technologies. Tekmark's expertise lies in developing and integrating information systems, operating and improving technology and business processes, and helping clients evolve to the next generation of technologies.

  • In October 2010, Symantec introduced its network-based policy control and enforcement solution that enables communication service providers to dynamically apply user preferences in a consistent fashion to a variety of services. Such a value-added service would protect smartphone users from the growing number or online threats. It could also enforce parental controls, such as time-of-day usage or inappropriate vocabulary, on texting usage by children.

    For example, a parent may choose to disable texting functionality for their child's phone during school hours or at night. Or, a corporation might disable photo sharing from mobile devices for their employee base. Symantec Next Generation Network Protection will also provide data retention capabilities to aid with regulatory requirements and usage analysis. Compliance with local regulations is simple with Symantec assisting in the archiving of mobile messaging and Web access logs, storage of content and traffic information, mobile data traffic management and an audit history.

    Symantec said it will be able to provide flexible, customizable policy features from the network.

Alcatel-Lucent Enhances 7705 Services Aggregation Router

Alcatel-Lucent announced several improvements to its 7705 Services Aggregation Router (SAR) family aimed at the mobile backhaul market. The new power-efficient, small footprint, high-performance 7705 SAR-M models provide operators with additional network flexibility in addressing their requirements for mobile backhaul, business services, and strategic industries such as Smart Grids.

Alcatel-Lucent said its new 7705 SAR-M models support a variety of cell site access options including nxDS1/E1, Gigabit Ethernet, microwave, OADM, GPON and xDSL. The 7705 SAR-M xDSL module, with support for up to 8-pair bonding over VDSL2, boosts data speeds over copper access networks and provides a clear evolution path to even higher data throughputs with VDSL2 Vectoring technology.

The 7705 SAR product family, which has been deployed by more than 80 operators so far, supports 2G, 3G, and 4G/LTE.

Alcatel-Lucent also noted that it currently holds the position of leading vendor in the Ethernet cell site gateway and Ethernet mobile backhaul router markets for the first six months of 2011, according to Infonetics.