Monday, July 6, 2015

IDC: Worldwide Cloud IT Infrastructure Spending to Grow 26% in '15

The total cloud IT infrastructure spending (server, storage, and Ethernet switch) will grow by 26.4% in 2015 and will reach $33.4 billion, accounting for a third of all IT infrastructure spending, up from 28.1% in 2014, according to IDC's  Worldwide Quarterly Cloud IT Infrastructure Tracker.

Private cloud IT infrastructure spending will grow by 16.8% year over year to $11.7 billion, while public cloud IT infrastructure spending will grow by 32.2% in 2015 to $21.7 billion. In comparison, spending on non-cloud IT infrastructure will remain flat at $67 billion.

"End users continue to evaluate various approaches to adopting cloud-based IT: some integrate public cloud service into their IT strategies, others choose to build their own private clouds or use third-party private cloud offerings, and some, seeing benefits in both, implement hybrid cloud strategies," said Natalya Yezhkova, Research Director, Storage Systems. "The breadth and width of cloud offerings only continue to grow, with an increasing universe of business- and consumer-oriented solutions being born in the cloud and/or served better by the cloud. This growing demand from the end user side and expansion of cloud-based offerings from service providers will continue to fuel growth in spending on the underlying IT infrastructure in the foreseeable future."

Ooma Readies for IPO with its Consumer & SMB Communications Platform

Ooma, a start-up that provides Internet-based telephony services based on a proprietary CPE device and cloud platform, has filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission ("SEC") relating to a proposed initial public offering of shares of its common stock.

Ooma has applied to list its common stock on the New York Stock Exchange under the ticker symbol OOMA. The company plans to offer 5 million shares at an expected price range of $16 to $18 per share.

In its SEC filing, Ooma, is based in Palo Alto, California, said it has 678,000 core users as of April 30, 2015, up from approximately 174,000 on January 31, 2011 and representing a compound annual growth rate of approximately 38%. The company reports total revenue of $39.2 million, $53.7 million and $72.2 million in fiscal 2013, fiscal 2014 and fiscal 2015, respectively. Its total revenue for the three months ended April 30, 2014 and 2015 was $16.3 million and $19.9 million, respectively. Subscription and services revenue, which includes the recurring portion of our total revenue, has increased as a percentage of total revenue over the last four years, from approximately 30% in fiscal 2011 to 75% in fiscal 2015. It has also increased as a percentage of our total revenue from 67% for the three months ended April 30, 2014 to 78% for the three months ended April 30, 2015.

As for competitive differentiation, Ooma says its unique hybrid SaaS connectivity platform is scalable and extensible to new services. The company says this platform will enable it to add new connected services and exploit adjacent markets, all without significant additional capital investment or high customer acquisition costs.

Cisco Invests in 6WIND for its SDN/NFV Software

Cisco has made an investment in 6WIND, a high-performance networking software company based in France.

The investment comes as part of Cisco's country digitization initiative announced in Paris last February to commit $100M to innovative French businesses. The announcement coincides with the visit between Cisco CEO John Chambers and CEO Designate Chuck Robbins, and French President Francois Hollande, in France this week.

6WIND's software enables the network architecture transition to SDN and NFV.  It delivers the performance, features and network hardware independence required for virtual networking on standard servers, without changing the existing software infrastructure.

"We are proud to have Cisco, the largest networking company in the world, as an investor, which is a testament to the critical technology 6WIND provides to enable the transition to NFV and SDN," said Eric Carmes, CEO and Founder of 6WIND. "With this investment, we look forward to further advancing our technology innovation and world-wide growth to accelerate the networking and telecom industry transformation."

AMS-IX Extends its Bay Area Presence

The AMS-IX Bay Area Internet Exchange has established a presence at Hurricane Electric’s Fremont 2 data center.

AMS-IX Bay Area is a neutral and independent Internet Exchange, distributed across four data centers in the San Francisco Bay Area. This platform is OIX certified and modeled after AMS-IX in Amsterdam, providing a professional, high-quality, non-blocking peering service for all types of IP traffic, from regular IP data to Voice over IP, mobile Internet traffic and video.

“I am very pleased that our latest expansion is with Hurricane Electric, a well-established provider of carrier-neutral colocation services,” said Job Witteman, Chief Executive Officer at AMS-IX. “Our newest point-of-presence at Hurricane Electric’s Fremont 2 data center will have significant and lasting benefits for both Hurricane Electric’s customers and the other customers of AMS-IX Bay Area.”

“This expansion helps us to improve our connectivity offering since it will give our customers the ability to directly exchange traffic with other members of the exchange, enabling lower latency and improved performance,” said Mike Leber, President of Hurricane Electric.

Allot Lands $8 Million in Contracts from Three New Tier-1 Mobile Operators

Allot Communications announced three strategic wins totaling approximately $8 million.  These include:
  • A multi-million dollar order from a new Tier-1 mobile operator in Asia Pacific (APAC) for the Allot Service Gateway Tera and Allot ClearSee Network Analytics, to be integrated with its policy and charging systems for enabling data monetization.
  • A multi-million dollar order from a new multinational, Tier-1, mobile operator based in Latin America. The deal displaces an incumbent solution on the basis of performance and scalability and will allow the operator to drive new revenues through greater network visibility and customer engagement.
  • A multi-million dollar order from a new Tier-1 Mobile operator in EMEA for Allot Service Gateway Tera and Allot ClearSee Network Analytics for reporting and network visualization, as well as Allot Service Protector for DDoS protection.
Additionally, Allot said it received an expansion order for its Websafe Personal licenses from a Tier-1 operator in Europe, and signed a contract for an expansion order from a Tier-1 operator in North America, following a successful initial phase in Q1.

Intersil Intros Buck-Boost Regulator for Wearables

Intersil introduced a buck-boost switching regulator that enables efficient power management of system power supplies and peripherals such as Wi-Fi, Bluetooth, memory cards or LCD modules in connected devices, including wearables, smartphones, smart thermostats and point-of-sale devices.  The regulator supports single-cell Li-ion or Li-polymer batteries, or 2-cell alkaline, NiCd or NiMH batteries.

Key features and specifications

  • Ultra high efficiency up to 98% reduces power drain and heat buildup
  • Accepts a wide input voltage range from 1.8V to 5.5V, works with multiple battery topologies
  • Large adjustable output voltage range from 1V to 5.2V for use with multiple power rails
  • Output current up to 800mA (Vin = 2.5V, Vout = 3.3V)
  • 2A switches supports both high and light load currents with high efficiency
  • Ultra-small footprint with 1.41mm x 1.41mm package saves board space, requires only a single inductor
  • Quiescent current of 41uA maximizes light load efficiency for low power consumption
  • Automatic and selectable forced bypass power saving mode reduces quiescent current to less than 0.5uA
  • Full protection for under-voltage, short-circuit and over-temperature

"Intersil's innovative adaptive PFM architecture addresses the most critical low power design requirements for wearables and other 4G/Wi-Fi-enabled portable products functioning as IoT connected nodes," said Andrew Cowell, senior vice president of Mobile Power Products at Intersil. "The new ISL9120 regulator's small size, industry leading efficiency, smooth transition between buck and boost modes and rapid transient response to a large load step is extremely attractive to customers."