Thursday, July 31, 2014

T-Mobile Goes Nationwide with VoLTE

Just two months after activating Voice over LTE (VoLTE) in its first market (the Seattle area), T-Mobile announced the availability of VoLTE across its entire U.S. LTE network, which now covers 233 million Americans in 325 metro areas. The rollout uses Enhanced Single Radio Voice Call Continuity (eSRVCC), a new LTE Advanced function.

T-Mobile's VoLTE is currently supported on LG G Flex, Samsung Galaxy S 5, Galaxy Light and Note 3 devices.  The company said that more than 2.8 million VoLTE-capable devices are already on its network, and that customers have made more than 52 million VoLTE calls to date. For HD Voice, T-Mobile US uses a 23.85 Kbps voice codec rate.

In May, Neville Ray, Chief Technology Officer at T-Mobile, said VoLTE would reach nationwide status by the end of the year.

T-Mobile is also aggressively rolling out Wideband LTE, which the company defines as at least 15+15MHz.  Wideband LTE is already in 17 metro areas.  T-Mobile expects at least 26 total metro areas will be up with Wideband LTE by the end of the year. The carrier is also starting to roll out its new low-band 700 MHz A-Block spectrum. Wideband LTE enables peak network download speeds up to nearly 150 Mbps.

http://newsroom.t-mobile.com/issues-insights-blog/firing-on-all-cylinders-earnings-jdp.htm



In July, Mavenir Systems confirmed that T-Mobile US' recent VoLTE launch was enabled using Mavenir’s converged IMS voice solution, which was first deployed to launch Wi-Fi Calling in 2011. T-Mobile leveraged those early investments in Wi-Fi Calling to accelerate network readiness and launch VoLTE service.

Mavenir provides the end-to-end IMS solution including key IMS components such as the CSCF (Call Session Control Function), Session Border Controller (SBC), Telephony Application Server (TAS), as well as professional services to perform verification and integration testing to ensure successful end-to-end service interworking.

Nokia to buy Panasonic’s Basestation Business

Nokia Networks plans to acquire part of the wireless networks business of Panasonic System Networks.  Financial terms were not disclosed.

The deal covers Panasonic’s LTE/3G wireless base station system business for mobile operators and related wireless equipment system business.

“Japan is a key market for us, and this agreement is a major milestone in forging closer ties in Japan,” said Ashish Chowdhary, Executive Vice President, AMEA, Nokia Networks. “The acquisition of part of Panasonic’s wireless network business would further strengthen our mobile broadband portfolio and add significant value for Japanese operators.”

http://nsn.com/news-events/press-room/press-releases/nokia-networks-to-buy-part-of-panasonic-s-wireless-network-business

Alcatel-Lucent Ponders IPO for Submarine Networks Business

Alcatel-Lucent is  exploring a potential IPO for its Alcatel-Lucent Submarine Networks (ASN) business.  The move could help finance an expansion of its telecom submarine systems and its diversification into the Oil & Gas market.  Alcatel-Lucent plans tp retain the majority of the ownership. Subject to market
conditions, this capital opening is targeted to take place in the first half of 2015.

http://www.alcatel-lucent.com

Alcatel-Lucent Sees Strength in Europe & China, LTE Rollouts Expand

Alcatel-Lucent reported second quarter 2014 revenues of Euro 3,279 million, growing 0.7% year-on-year at constant exchange rates and comparable perimeter. Revenues for the Group excluding Managed Services, reflecting the termination or restructuring of loss-making contracts, grew 5.0% year-on-year. The company cited a very strong quarter in wireless, notably with LTE roll-outs in China and US.

Gross margin reached 32.6% of revenues in the quarter, improving by 140 basis points year-on-year, thanks to cost savings. There was a net loss (Group share) of Euro (298) million in Q2 2014, or Euro (0.11) per share.

"I am proud of the very significant improvement achieved in the second quarter which demonstrates the fourth consecutive quarter of consistent delivery under the Shift Plan. With the upcoming reimbursement of the secured loan and the subsequent recovery of the full ownership of its patents, Alcatel-Lucent recaptures the full control of its destiny and can close the first step of its transformation. The Group can now embark on the second chapter of its turnaround story: innovate, transform and grow while keeping intact the commitment of returning to positive free cash flow in 2015," stated Michel Combes, CEO of Alcatel-Lucent.

Some highlights:

  • North America was lower by 2.6% year-over-year, while sales in Europe grew 6% (excluding Managed services)  Asia Pacific posted a solid 25.2% year-over-year growth, driven by LTE network roll-outs in China. In the rest of World, MEA declined at a mid single digit, while CALA remained challenging.
  • Core Networking segment revenues were Euro 1,369 million in Q2 2014, down 10.0% compared to Q2 2013. IP Routing revenues were Euro 561 million in Q2 2014, down 7.0% against a strong comparison base in the year-ago quarter, with continuing growth in APAC and steady performance in EMEA. There were four new customer wins for the 7950 XRS IP Core router, including Chorus in New Zealand, for a total of 28 wins to date. Nuage Networks added 3 new wins in the quarter, totaling 8 customers. Th 7450 Ethernet Service Switch was selected by NTT DoCoMo to enhance the speed and capacity of its backhaul network.
  • The 1830 Photonic Service Switch (PSS) represented 43% of terrestrial optical product revenues in the quarter, up 12 percentage points year-on-year, and now has over 480 customers. 100G shipments represented 36% of total WDM line cards shipments in Q2 2014 compared to 27% in Q2 2013.
  • Alcatel-Lucent has shipped over 15,000 100G ports lifetime-to-date.
  • IP Platforms revenues decreased 19.2% year-on-year to Euro 324 million in Q2 2014.
  • Access segment revenues were Euro 1,907 million in Q2 2014, a 9.5% increase compared to Q2 2013.
  • Wireless Access revenues were Euro 1,299 million, an increase of 28.1% year-on-year.
  • Fixed Access revenues were Euro 521 million in Q2 2014, an increase of 2.9% from Q2 2013. There were two new VDSL2 vectoring customers in the quarter, bringing the total to 22.
  • Managed Services revenues were Euro 77 million, decreasing by 62.8%, reflecting the company's strategy to terminate or restructure loss-making contracts.

http://www.alcatel-lucent.com/press/2014/alcatel-lucent-reports-q2-2014-results

France's Iliad Bids US$15 Billion for 56% Stake in T-Mobile US

Iliad submitted a proposal to T-Mobile U.S. to acquire 56.6% of the company's outstanding shares for $15 billion, or $33 per share.

Iliad said it is making the offer because the T-Mobile is a disruptive competitor in the large and attractive U.S. mobile market.  Unlike a contemplated Sprint + T-Mobile combination, Iliad does not believe there will be any regulatory hurdles to its proposal.

Iliad currently has about 8.6 million mobile subscribers under its "Free" brand in France.

http://www.iliad.fr/en/presse/2014/CP_310714_Eng.pdf

New Construction in Silicon Valley - Samsung

New construction is underway for Samsung Semiconductor at corner of First Street and Tasman in San Jose, California.

The new $300 million Samsung building, which will be the tallest in the area at 10 stories, boasts 1.1 million square feet, a 7-story parking garage, a variety of employee amenities and a landscaped city plaza and open courtyard at its center. The tower will be clad in white metal and clear glass, which the company sees as evocative of its products.

http://www.samsung.com/us/sjexpansion/

Photos on 01-August-2014






New Construction in Silicon Valley - Stadium TechCenter

New construction is underway at Stadium TechCenter in Santa Clara, California.

Located on Great America Boulevard at Highway 237, the 226,500 sq. ft. project is named after the new Levi’s Stadium located nearby. A new Class A office building will adjoin the campus occupied by Dell. Other tech companies nearby include Arista, Marvell, Brocade, Ericsson, Polycom, Global Foundries, Cisco, etc.

Photos on 31-July-2014





http://www.stadiumtechcenter.com/

China Telecom Colocates in CoreSite's Silicon Valley Data Center

CoreSite announced a multi-year contract with China Telecom to expand the U.S. data center footprint of one of China Telecom’s premier customers.  The deployment is located at CoreSite’s Coronado data center campus in Santa Clara, California.

CoreSite's Coronado campus is part of the larger CoreSite Silicon Valley market, which is currently comprised of five data centers and more than 860,000 square feet of data center space.

http://www.coresite.com

PMC Posts Q2 Revenue of $127 Million, Strength in Optical and Mobile

PMC-Sierra posted Q2 revenue of $126.8 million, an increase of 0.2 percent from $126.5 million in the first quarter of 2014, and a decrease of 1.0 percent compared to $127.6 million in the second quarter of 2013. GAAP net loss in the second quarter of 2014 totaled $3.5 million, or $0.02 per share, compared to a GAAP net loss in the first quarter of 2014 of $4.2 million, or $0.02 per share.

“We have closed another solid quarter with both revenue and non-GAAP EPS above the midpoint of our expectations. Strength in both our Optical and Mobile products more than offset lower revenue from our Storage products due to inventory consumption at two of our larger customers,” said Greg Lang, PMC president and chief executive officer. “As we look to the balance of 2014, we believe we will see four key areas contribute to growth: 12G SAS, Flash Controllers, OTN and RF products. After years of investment, we are pleased to see these product cycles take hold, fueled by the continued escalation of data traffic.”

http://pmcs.com/

Delloro: Core Router Market Expected to Hit $3.4 Billion by 2018

Core router product upgrades with higher speed ports and an increase in traffic in the metro will drive the worldwide Service Provider Core Router market to over $3.4 billion by 2018, according to a new report from Dell'Oro Group.

With continued growth in IP traffic demand, many Service Providers are coming closer to exhausting Internet backbone capacity and scalability on their aging core router platforms.  With recently introduced products that meet these higher capacity needs, Service Providers are likely to perform a product upgrade cycle over the next couple of years after comprehensive testing and trials,” said Alam Tamboli, Business Analyst at Dell’Oro Group.  “Furthermore, the growth of traffic in metro area networks is expected to outpace that of traffic in backbone networks due to a shift in IP traffic patterns related to content delivery networks and data centers.  This shift in patterns has caused many Service Providers to install core routers into their metro networks, effectively increasing the total available market to Service Provider Core Routers,” added Tamboli.

http://www.delloro.com/news/service-provider-core-router-market-to-reach-3-4-billion-in-2018

Alcatel-Lucent Appoints Laura Quatela to Head Intellectual Property Licensing

Alcatel-Lucent appointed Laura G. Quatela as Executive Vice-President of Intellectual Property, a role where she will hold executive responsibility for leading the company’s program to monetize its substantial portfolio of patents. She brings to Alcatel-Lucent extensive experience in intellectual property management from a 15-year career at Eastman Kodak Company, where she held various executive and senior management positions in intellectual property, legal affairs and finance. Most recently, Mrs. Quatela was President and co-COO of Kodak and managed its consumer businesses.

http://www.alcatel-lucent.com

See also