Wednesday, January 27, 2016

BT Launches SDN-WAN Managed Service powered by Cisco

BT announced the global launch of BT Connect Intelligence IWAN, an innovative managed service that enables organisations to automatically route and optimise network traffic and gain visibility of applications performance without spending more on bandwidth. 

BT Connect Intelligence IWAN integrates the Cisco Intelligent WAN (IWAN) solution into the BT Connect portfolio of network services.

BT said this new service builds on its existing intelligent network capabilities by using a hybrid environment and managed Software Defined Wide Area Network (SD-WAN) technology. It brings new options to reduce the cost of customers’ networks whilst securing the performance of applications.

“BT has been leading the research into emerging virtualisation technologies from the beginning. For years, we have also been adding ‘intelligence’ to the network services we provide to our customers. NFV and SDN are part of that drive, and aim at making those services more dynamic and automated. They pave the way for a new generation of services that are quicker and easier to set up and change. BT Connect Intelligence IWAN leverages the Cisco IWAN solution to bring an important new building block in that virtualisation effort. It will help our customers all over the world deal much more effectively with ever increasing bandwidth and traffic optimisation demands, allowing customers to network like never before,” stated Keith Langridge, vice president of network services, BT Global Services.

Walgreens Boots Alliance’s businesses in the UK and in around 20 other countries are set to be some of the first BT Connect Intelligence IWAN customers.

Stated benefits of the BT Connect Intelligence IWAN include:
  • Virtual Private Network (VPN) capabilities across globally dispersed sites and different transport technologies. This enables organisations to reduce costs by securely interconnecting remote sites over hybrid network options, such as MPLS VPNs, private and public internet, and mobile, and to transfer information using powerful encryption technology;
  • Applications are routed across the best path in the customer’s hybrid network, based on real-time network performance;
  • Faster performance for applications, which will improve productivity and user experience. It will also identify underperforming business processes. This includes acceleration of web based traffic such as online catalogues shown to customers in retail stores, or access to employee training videos;
  • Enhanced application visibility and analytics, available via centralised, user friendly reporting, which gives customers deep insight into their application and network performance. This will also allow BT to enhance its monitoring and incident management service to customers.

AT&T Adds 2.8 Million Mobile Subs in Q4

Citing strong wireless net adds, AT&T reported consolidated Q4 2015 revenues of $42.1 billion, up more than 22% versus the year-earlier period largely due to the acquisition of DIRECTV. Compared with results for the fourth quarter of 2014, operating expenses were $34.6 billion versus $39.9 billion; operating income was $7.5 billion versus $(5.5) billion; and operating income margin was 17.9% versus (15.9)% in the year-ago quarter. Fourth-quarter 2015 net income attributable to AT&T totaled $4.0 billion, or $0.65 per share, compared to a net loss of $4.0 billion, or $(0.77) per share, in the year-ago quarter. Adjusting for the $0.22 non-cash actuarial gain on benefit plans from the annual remeasurement process and $0.20 of costs primarily for merger- and integration-related items, earnings per share was $0.63 compared to an adjusted $0.56 in the year-ago quarter, an increase of 12.5%.

“We now have a unique set of capabilities that positions us for growth and also gives us a strategic advantage in providing consumers and businesses the integrated mobile, video and data solutions they want,” said Randall Stephenson, AT&T chairman and CEO. “Our DIRECTV integration is going well, and the customer response to our new integrated mobile and entertainment offers is strong. Throughout this year, we plan to launch a variety of new video entertainment packages that give customers even more choices. “We’re also seeing terrific results from our expansion into the Mexican mobile market. Our LTE network now covers 355 million people and businesses, and in the quarter we had 2.8 million wireless net additions,” Stephenson said. 

Some highlights from the quarterly report:

  • Full-year capital investment of $20.7 billion
  • 2.8 million wireless net adds; 1.6 million branded (postpaid and prepaid) net adds
  • 4G LTE network coverage expands to 355 million POPs
  • 2.2 million U.S. wireless net adds with gains in every category
  • Postpaid churn of 1.18% and total churn of 1.50%, both down year over year
  • 638,000 Mexico wireless branded net adds, LTE network reaches 44 million POPs
  • Business Solutions service revenues down slightly year over year
  • Strategic business services revenues of $2.8 billion, up 10.3% and up 12.4% when adjusted for foreign exchange
  • 214,000 U.S. DIRECTV net adds; total video subscribers down slightly
  • 192,000 total IP broadband net adds

Ericsson: Q4 Sales Flat on Constant Currency as 4G Rollouts in China Recover

Ericsson's Q4 2015 sales increased by 8% YoY to SEK 73.6 (US$8.64 billion).  Sales, adjusted for comparable units and currency, decreased by -1%. Operating margin increased to 15% (9%) YoY with improvements in all segments. The major contributors to the profit improvement were higher IPR licensing revenues and lower operating expenses, mainly in segment Networks.

Some highlights from the quarterly report:

  • In North America, the mobile broadband investments remained stable, with additional hardware sales in the quarter. 
  • 4G deployments in Mainland China recovered after a weak third quarter. 
  • Emerging markets such as India, Indonesia and Mexico remained strong while markets such as Russia, Brazil and parts of the Middle East continued to be weak, mainly due to macro-economic developments. 
  • Investments in Europe were driven by the transition from 3G to 4G and capacity enhancements. Operators increased their investments in telecom core networks, driven by deployment of new service offerings such as VoLTE.
  • In the quarter, sales growth in segment Global Services was mainly driven by growth in Systems Integration and Managed Services while Network Rollout sales declined.
  • Ericsson ended the year with good YoY sales development in TV and Media which contributed to growth in Segment Support Solutions.

Juniper's Q4 Revenues Increase 20% YoY to $1.32 Billion

Juniper Networks reported Q4 2015 revenue of $1,319.6 million, an increase of 20% year-over-year and 6% sequentially. Juniper's operating margin for the fourth quarter of 2015 increased to 21.2% on a GAAP basis, from 20.7% in the third quarter of 2015, and increased from (63.7%) in the fourth quarter of 2014. Net income (GAAP) was $197.8 million, consistent with the third quarter, and increased significantly compared to a GAAP net loss of $769.6 million for the fourth quarter of the prior fiscal year, even when adjusted for the $850 million non-cash goodwill impairment charge taken in the fourth quarter of 2014. GAAP net income per diluted share was $0.51, inclusive of a $0.03 benefit due to the renewal of the R&D tax credit for 2015.

"2015 was a year of solid execution and product innovation for Juniper Networks. I am very proud of the many accomplishments we've made as a company to drive growth and create value," said Rami Rahim, chief executive officer at Juniper Networks. "As a challenger in this industry, we plan to remain nimble, anticipate and deliver what our customers require for network innovation, and continue our relentless focus on execution to maximize long-term value for our shareholders."

The company also announced that Robyn Denholm will step down as CFO and be replaced by Ken Miller, who currently serves as the company's senior vice president, finance.

SecureAuth Secures $10 million for Adaptive Access Control

SecureAuth, a start-up based in Irvine, California, closed $10 million in follow-on equity financing for its adaptive access control solutions.

SecureAuth said it achieved 70% year over year growth in 2015, which marks seven consecutive years of successive, high-double digit growth. The company has from its two-factor authentication and single-sign on (SSO) roots to its role as an adaptive authentication leader. SecureAuth IdP is currently protecting over five million users worldwide.

To date, SecureAuth has raised $40 million in equity financing.

“The trend as of late is to raise as much money as possible, with an end goal being focused more on going public than to serve customers well,” said Craig Lund, SecureAuth CEO. “We’ve gone in a contrarian direction to focus on serving the customer well as our primary focus. We do not try to boil the ocean in solving all security problems, but focus on the most critical, helping our customers determine identity with confidence. This strategy may not be a $200 million series round, but we’re here for the marathon – not the sprint. We’re not looking to be the next Good Technology.”

VMWare Reports Q4 Revenue of $1.87 Billion, 800 Job Cuts

VMware reported Q4 revenue of $1.87 billion, an increase of 10% from the fourth quarter of 2014, or up 12% year-over-year on a constant currency basis. GAAP net income for the fourth quarter was $373 million, or $0.88 per diluted share, up 17% per diluted share compared to $326 million, or $0.75 per diluted share, for the fourth quarter of 2014.

VMware also announced a restructuring and realignment of approximately 800 roles and plans to take a GAAP charge estimated to be between $55 million and $65 million related to this action over the course of the first half of 2016.

In addition, the company announced the appointment of Zane Rowe as its new chief financial officer and executive vice president, replacing Jonathan Chadwick, who stepped down.

“VMware’s Q4 2015 was a solid finish to 2015," said Pat Gelsinger, chief executive officer, VMware. “We were especially pleased with the growth across our portfolio of emerging products and businesses, including NSX, EndUser
Computing and Virtual SAN. All of these businesses demonstrated strong growth in both Q4 and for the full year, underscoring the momentum we expect to continue into 2016.”

Some highlights from the quarterly report:

  • License revenues for the fourth quarter were $825 million, an increase of 6% from the fourth quarter of 2014, or up 11% year-over-year on a constant currency basis. 
  • EMEA performed best, followed by the Americas & Asia Pacific
  • Continued weakness in China, Russia and Brazil
  • Enterprise Agreements (EAs) approximately 42% of total Q4 bookings
  • AirWatch grew Q4 license and subscription bookings nearly 50% YoY
  • Cloud management penetration over 17% of installed base
  • NSX total bookings more than doubled 2H-15 versus 1H-15
  • Over 1,200 NSX paying customers; 9 of top 10 EAs included NSX