Friday, September 5, 2014

Dell’Oro: Service Provider Edge Router Market Reaches Record

The Service Provider Edge Router market grew to its highest level ever, gaining four percent in the second quarter of 2014 versus the year-ago period, and contributing to a record quarter for the Service Provider Router market overall, according to a new report published by Dell’Oro Group.

Some highlights:

#1 Cisco Systems:  Remained the first-ranked vendor with increased revenue into EMEA and Asia.
#2 Alcatel-Lucent:  Achieved record Service Provider Edge Router sales, increasing revenue in every major region.
#3 Juniper Networks:  Delivered a record quarter in Edge Router revenues driven primarily by sales into North America.
#4 Huawei Technologies:  Saw a shift in demand as Service Providers in its domestic market, China, focused on mobile backhaul and cut back on routers for fiber deployments.

“Demand drivers varied by country as all regions grew versus last year,” said Alam Tamboli, Senior Analyst at Dell’Oro Group.  “In the United States, demand for routers in the backhaul for LTE networks has been one of the primary motives for investment in recent years, however this quarter service providers in the region also invested heavily into fixed networks.  In much of the world, routers used for LTE mobile backhaul networks continued to drive investment in the edge,” Tamboli added.

http://www.delloro.com

NETGEAR Launches Unlocked LTE Mobile Hotspot

NETGEAR introduced an unlocked 4G LTE mobile hotspot with simultaneous dual-band WiFi (2.4GHz and 5GHz) coverage.

The NETGEAR AirCard 785 supports up to 15 WiFi clients.  The LCD panel displays data consumed during the course of the month.

A cradle equipped with a Gigabit Ethernet port enables it to act as standalone WiFi router and primary Internet connection for a home network.

http://www.netgear.com/AC785

Ciena Hits Q3 Revenue of $604 Million

Ciena reported revenue of $603.6 million as compared to $538.4 million for its fiscal third quarter 2013, ended July 31.

Net income (GAAP) was $16.2 million, or $0.15 per diluted common share, which compares to a GAAP net loss of $(1.2) million, or $(0.01) per diluted common share, for the fiscal third quarter 2013. Ciena's adjusted (non-GAAP) net income for the fiscal third quarter 2014 was $40.9 million, or $0.32 per diluted common share, which compares to an adjusted (non-GAAP) net income of $26.2 million, or $0.23 per diluted common share, for the fiscal third quarter 2013.

“Our outstanding third quarter performance demonstrates our ability to grow profitability and outperform the market,” said Gary B. Smith, president and CEO, Ciena. “As we expand our addressable market by targeting high-growth, high-value segments, we are confident in our opportunity to grow the business and drive additional operating leverage in 2015.”

http://www.ciena.com/about/newsroom/press-releases/Ciena-Reports-Fiscal-Third-Quarter-2014-Financial-Results.html

See also