Tuesday, October 23, 2012

Juniper Sees Revenue Growth in Q3, PTX Customers

Juniper Networks reported net revenues for Q3 2012 increased 4% sequentially, and increased 1% on a year-over-year basis, to $1,118 million. GAAP net income was $17 million, or $0.03 per diluted share for the third quarter. The GAAP diluted income per share includes $0.16 impact from restructuring and other charges. Non-GAAP net income was $118 million, or $0.22 per diluted share, for the third quarter of 2012, up 16% sequentially but down 21% compared to last year.

"Juniper delivered top line revenue growth in the third quarter as we focus on excellence in execution throughout our business," said Kevin Johnson, chief executive officer of Juniper Networks.

In a conference call, juniper executives said its service provider business so healthy performance in the U.S. market and good performance in Europe and Asia PAC.  The company said customer engagements around its core networking products are underway and that interest in the T4000 core routers and PTX platform is strong with more than 15 customers.  Juniper noted recent wins for its Qfabric including with the University of Frankfurt and a financial firm in China.  While the Service Provider segment is growing (up 4% sequentially) the company saw a decline in enterprise sales in the U.S. market.

Company Ceo Kevin Johnson also said its software defined networking is a major opportunity for Juniper.  The company expects to have OpenFlow running on its MX and EX routers as well as its Qfabric data centre platform next year.

Juniper ended Q3 with 9584 employees, not including in recent layoff.


Cisco: Global Data Center Traffic Expected to Surge

Global data center traffic will grow fourfold and reach a total of 6.6 zettabytes annually by 2016, according to a newly published Cisco Global Cloud Index (2011-2016).   

Global cloud traffic, the fastest-growing component of data center traffic, is forecast to grow sixfold – a 44 percent combined annual growth rate (CAGR) – from 683 exabytes of annual traffic in 2011 to 4.3 zettabytes by 2016.  

The study predicts a massive migration to the cloud -- so much that nearly two-thirds of all workloads will be processed in the cloud by 2016.  

The forecast covers network data centers worldwide operated by service providers as well as private enterprises. 

"This year's forecast confirms that strong growth in data center usage and cloud traffic are global trends, driven by our growing desire to access personal and business content anywhere, on any device. When you couple this growth with projected increases in connected devices and objects, the next-generation Internet will be an essential component to enabling much greater data center virtualization and a new world of interconnected clouds," said Doug Merritt, senior vice president, Corporate Marketing, Cisco.

The 28-page report is online.

Some highlights:

  • Roughly 76 percent of data center traffic will stay within the data center and will be largely generated by storage, production and development data.
  • About 7 percent of data center traffic will be generated between data centers, primarily driven by data replication and software/system updates.
  • About 17 percent of data center traffic will be fueled by end users accessing clouds for Web surfing, emailing and video streaming.
  • In 2011, North America generated the most cloud traffic (261 exabytes annually); followed by Asia Pacific; (216 exabytes annually); and Western Europe (156 exabytes annually).
  • By 2016, Asia Pacific will generate the most cloud traffic (1.5 zettabytes annually); followed by North America (1.1 zettabytes annually); and Western Europe (963 exabytes annually).
  • In 2011, North America had the most cloud workloads (8.1 million, or 38 percent of the global cloud workloads); followed by Asia Pacific, which had 6.7 million, or 32 percent of the global workloads in 2011.
  • By 2016, Asia Pacific will process the most cloud workloads (40.6 million, or 36 percent of the global cloud workloads); followed by North America, which will have 17.4 million, or 26 percent of the global workloads in 2016.

Facebook's Key Usage Indicators Continue to Rise

Facebook's monthly active users (MAUs) were 1.01 billion as of September 30, 2012, an increase of 26% year-over-year.  Daily active users (DAUs) were 584 million on average for September 2012, an increase of 28% year-over-year.  Meanwhile, mobile MAUs were 604 million as of September 30, 2012, an increase of 61% year-over-year.

"As proud as I am that a billion people use Facebook each month, I'm also really happy that over 600 million people now share and connect on Facebook every month using mobile devices," said Mark Zuckerberg, Facebook founder and CEO. "People who use our mobile products are more engaged, and we believe we can increase engagement even further as we continue to introduce new products and improve our platform. At the same time, we are deeply integrating monetization into our product teams in order to build a stronger, more valuable company."


Broadcom Posts Revenue of $2.13 billion up 8.7% YoY

Broadcom reported record Q3 revenue of $2.13 billion, up 8.0% compared with the $1.97 billion reported in Q2 2012 and an increase of 8.7% compared with the same period last year.  GAAP net income was $220 million, or $.38 per share (diluted), compared with GAAP net income of $160 million, or $.28 per share (diluted), for Q2.

"Broadcom delivered record quarterly revenue and operating cash flow in Q3 driven by strength across all of our business segments," said Scott McGregor, Broadcom's President and Chief Executive Officer. "We also achieved key company milestones including our first quarter above $2 billion in revenue and our first quarter of Mobile and Wireless revenue above $1 billion. Despite challenging market conditions, Broadcom's product pipeline is stronger than ever, positioning us for continued success in the communications semiconductor space."


Rackspace Debuts Cloud Block Storage Powered by OpenStac

Rackspace Hosting introduced a new Cloud Block Storage service powered by OpenStack.

Rackspace is offering a standard volume option for everyday storage.  The company said performance has been tested to be at least 30% less variable than that of alternatives.  The new product’s Solid State Drive (SSD) volume option has also been tested to deliver even higher performance, 5x to 6x faster than competing solutions.

Both options feature a transparent, flat pricing structure with no charge for I/O, and are now available for Cloud Servers powered by OpenStack.

Standard – $0.15 per gigabyte per month; SSD – $0.70 per gigabyte per month
$.10 per gigabyte per month for snapshot data stored


Apple Expands LTE Choices for iPad

Apple announced expanded LTE coverage in its new iPad mini and fourth generation iPad with Retina display.  Several LTE radio options are supported.

In the U.S. market, iPad LTE service will now be available from AT&T, Sprint and Verizon.

International LTE Coverage

Canada -- Bell, Rogers, Telus
Germany -- Deutsche Telekom
UK -- EE
Australia -- Optus
Japan -- KDDI, Softbank
Korea -- SK Telecom, KT
Hong Kong -- Hurchison, SmarTone
Singapore -- M1, SingTel, StarHub


EE's LTE Service in UK to Offer Film Service Too

EE (everything Everywhere), which is the company that runs the Orange and T-Mobile networks in the UK, confirmed plans to launch its 4G service, along with its new fixed-line fibre broadband service.

The mobile service will be called 4GEE and will offer speeds five times faster than 3G, and speeds typically ten times faster than currently available in homes and offices.  The launch is going live on October 30, initially across ten cities .  A further six cities are expected to be online in the run up to Christmas, with further cities and rural locations planned for 2013, and 98% of the population due to be covered by the end of 2014.

The company will also be launching "EE Film", a service that combines 2 for 1 cinema ticketing, listings, trailers and film downloads or streaming.  EE customers will be able to watch a film of their choice on their mobile, on their PC or even on their TV (via their laptop). 4GEE customers will able to download or stream a film, each week, on EE, without impacting their data allowance. Further films can be downloaded or streamed with prices starting at 79p, and the cost can be charged to customers’ mobile bill, or credit and debit cards.


Riverbed Builds Virtualization into Cascade and Offers Hosting Support

Riverbed is enhancing its Cascade application-aware network performance management (NPM) solution with new capabilities for virtualized desktop infrastructure (VDI), server virtualization, and fully virtualized data centers using VXLAN software-defined networks (SDNs).

The upcoming Cascade 10.0, which will be released in Q4, is targeting these virtualization features for deployment by service providers as well as in public, private, and hybrid clouds.

The company said Cascade 10.0 will help network operators to pinpoint, understand, and troubleshoot performance issues within these virtualized environments. This includes:

  • For virtualized desktop infrastructure (VDI), Cascade 10.0 monitoring supports the most popular VDI protocols, providing visibility for VMware View (PCoIP protocol) and the Common Internet File Systems (CIFS) protocol.
  • For monitoring VXLAN SDNs, Cascade 10.0 provides visibility into the UDP-encapsulated traffic and virtual tunnel endpoints. This helps control and understand VXLAN virtual overlay network performance.
  • Cascade 10.0 adds the ability to monitor and troubleshoot software-defined data centers (SDDC) and the physical network.

"VXLAN enables enterprises to deploy virtual networks with the same simplicity and operational ease that they have grown to experience with virtual machines," said Jonathan Gohstand, director, product marketing, Networking and Security at VMware. "This latest collaboration between VMware and Riverbed brings the needed integration for visibility and performance management that can allow enterprises to adopt SDNs with confidence."

Riverbed is also introducing two new virtual editions of its Cascade product family that enable managed service providers (MSPs) to deliver application-aware network performance management (NPM) as a service to their small-to-medium-sized and enterprise customers. Riverbed said its new Cascade Profiler Virtual Edition and Cascade Gateway Virtual Edition, in addition to the existing Cascade Shark Virtual Edition, provide a completely virtualized NPM solution portfolio that allows MSPs to deliver continued value in a virtualized world with the next-generation of performance management.


Ericsson Opens Global Service Center in Xi'an, China

Ericsson inaugurated a Global Service Center in Xi'an, China.   The facility includes Ericsson's first Global Networks Operations Center (GNOC) in East Asia, as well as a new Standardized Service Delivery Center.

Ericsson operates four Global Service Centers (GSC); one of which is located in China with sites in Beijing, Wuhan, Guangzhou and Dalian.  The other three GSCs are located in India, Mexico and Romania.


Vitesse Unveils "Serval Lite" Ethernet Chip for LTE Small Cell Wireless Backhaul

Vitesse Semiconductor introduced a smaller, six-port version of its Serval Carrier Ethernet switch engine optimized for 4G/LTE small cells and indoor femtocells.

Serval Lite integrates Vitesse’s IEEE1588v2 VeriTime technology, which the company says has already been adopted by customers comprising 60% market share in microwave backhaul and 75% market share in millimeter-wave backhaul.

Serval Lite delivers Carrier Ethernet features needed to support advanced packet-based services in a compact, low power package. The power usage is  less than 1.5W, enabling small form factors and the possibility of Power-over-Ethernet for wireless backhaul radios.

The new device brings greater power efficiency and lower costs for microwave and millimeter wave backhaul radios that are coming to market to support 4G/LTE small deployments in dense urban areas.

Vitesse said it also sees a market opportunity, especially in Asia, for 4G femtocells deployed on every floor inside office towers.  These femtocells require 1588v2 timing, which can be delivered over Ethernet via a master clock NID connected to a single GPS receiver on the roof.

Serval family highlights include:

  • VeriTime nanosecond-accurate IEEE1588v2 timing technology that can meet LTE and LTE-Advanced network requirements, even over variable-rate and asymmetric millimeter wave and microwave links;
  • Support of multi-operator OAM&P and Service Level Agreements for Ethernet management, enabling RAN sharing and third party backhaul ownership;
  • Hierarchical QoS (H-QoS) support for complex delivery of traffic with rich media content over 4G networks;
  • Integrated MIPS processor which allows advanced protocol support without a discrete CPU in the board design, reducing overall BOM costs; and
  • Power dissipation under 1.5W

 Samples of Serval Lite are available now.