Thursday, January 28, 2016

Amazon Web Services Hits Q4 Sales of $2.4 Billion, up 69% YoY

In its Q4 2015 financial report, Amazon reported that quarterly sales for AWS reached $2.415 billion, up 69% over the same period a year ago.  Operating income for AWS reached $687 million, up 161% with f/x adjusted.

Significantly, AWS announced 722 significant new services and features in 2015, a 40% increase over 2014. The company also highlighted the recent launch of AWS IoT, a managed cloud platform for connected devices, and AWS Certificate Manager (ACM), a new service that enables customers to provision, manage, and deploy Secure Sockets Layer/Transport Layer Security (SSL/TLS) certificates for use with AWS services.

AWS Hits Q3 Sales of $2.1 Billion, up 78% YoY

In its quarterly financial report, noted net sales of $2.085 billion for AWS, up from $1.169 billion for the same period last year -- a rise of 78.4%.

At its recent, re:Invent customer and partner conference, AWS attracted more than 19,000 attendees and 38,000 streaming participants. Some of the highlights of the event included a partnership with Accenture, a new Amazon QuickSight cloud-powered business intelligence (BI) service, the launch of AWS Snowball (a petabyte-scale data transport appliance for securely transfering 50 TB of data into the AWS cloud), new database tools and services that make it easier for enterprises to bring databases to AWS, and the launch of a managed cloud platform for IoT.

First Intelsat EpicNG Satellite Successfully Launched by Arianespace

The first of the Intelsat EpicNG high throughput satellites was launched successfully from French Guiana aboard an Ariane 5 vehicle.

The Intelsat 29e (IS-29e), which is the first of the EpicNG satellites, combines high throughput Ku- spot beams in the Americas to meet broadband demand for carrier-grade telecom and enterprise connectivity as well as Atlantic Ocean and Caribbean coverage for dense aero and shipping routes. It also offers a transatlantic Ku- wide beam overlay and provides efficient broadcast capabilities for in-flight entertainment. C-band wide beam provides full South American continent coverage for media distribution. Boeing served as prime contractor.

“Today’s launch represents a truly ‘epic’ moment in communication’s history, as we begin a new era of high throughput satellite services for our customers,” stated Stephen Spengler, Chief Executive Officer, Intelsat. “This is a testament to the innovation and creativity of the Intelsat team who envisioned the Intelsat EpicNG platform nearly four years ago. Through design expertise and a deep understanding of our customers’ requirements, the Intelsat EpicNG platform will deliver high performance, improved economics and simplified access that will expand the addressable market for our solutions.”

  • Intelsat has previously named a number of customers in the region who have already committed to Intelsat EpicNG, include Compania Anonima Nacional Telefonos de Venezuela, BT Latam Venezuela, Anditel, S.A.S, Axesat, Amazonia Cabo Ltda., Cadena Ecuatoriana de Television C.A., Canal 10 CETV, Corporacion Nacional de Telecommunicaciones CNTE.P., Fox Latin America Channels do Brasil, Igrege Mundial do Poder de Deus, Radio e Televisao Banderantes and Telefonica del Peru.
  • In 2012, Intelsat first unveiled its EpicNG platform -- a new approach to satellite and network architecture utilizing multiple frequency bands, wide beams, spot beams and frequency reuse technology. EpicNG will be the company's next generation of satellites, promising higher throughputs and lower cost per bit. It will be a complementary overlay to the company's existing constellation of satellites and global IntelsatONE terrestrial network.

Nokia Incorporates Open Compute Designs into AirFrame Portfolio

Nokia plans to incorporate Open Compute Project (OCP) designs into its AirFrame Data Center Portfolio, aiming to offer greater efficiency, density, cooling and power usage effectiveness.

OCP-based variants for computing, network and storage will be developed in line with OCP specifications, but taking into account the specific needs of the telco domain such as regulatory requirements, Direct Current (DC) power feeding and electromagnetic shielding.

Nokia said it plans to offer a full end-to-end data center solution for telco, IT and enterprise customers, with cloud wise services supporting design and deployment. The OCP-based variants will complement the already available AirFrame rackmount servers launched in June 2015, offering complete flexibility, scalability and reliability for smaller and more distributed data center deployments.

“Nokia’s vast experience, competence and scale will redefine OCP specifications for carrier-grade performance, and we are delighted to extend our collaboration with Facebook and the Open Compute Project. This will ensure that our customers fully benefit from OCP solution efficiencies and performance, as well as the OCP ecosystem, for what is seen as the industry benchmark in hyperscale data center deployments. We see our input into OCP as being vital to ensure data centers can handle the most demanding of workloads,” stated Henri Tervonen, head of Mobile Broadband Architecture at Nokia.

Nokia Launches its AirFrame Data Center Servers and Switches

Nokia unveiled its AirFrame Data Center Solution for combining the benefits of cloud computing technologies with the stringent requirements of the core and radio in the telco world.

The Nokia AirFrame Data Center Solution is the company's foundation for meeting the latency and data processing requirements of the future, including 5G and distributed cloud applications. The portfolio is build around highly integrated, Intel-based servers and switches that are optimized for low-latency, scalability, flexibility and business agility.

Key advantages of AirFrame:

  • Offers significant efficiency gains when running data-demanding telco applications like mobile network Virtual Network Functions (VNFs)
  • Fully compliant with IT standards and able to run the most common IT cloud applications in parallel to telco cloud
  • Enables operators to implement not only their NFV strategy, but also expand into new business models, such as renting data center capacity for customers' IT applications
  • Implements the most advanced telco cloud security practices, which have been tested and approved at the Nokia Security Center in Berlin
  • Adheres to Nokia Networks' open standards approach as well as complies with ETSI NFV, ensuring the success of telco cloud deployments
  • Ready for 5G, with an advanced cloud management solution to handle the telco cloud architecture (centralized / distributed), including security orchestration which automates and manages the lifecycle of security policies and security functions
  • Ready to support several Nokia VNFs, including OSS/CEM and the company's recently announced Radio Cloud architecture

AirFrame components include:

  • Nokia AirFrame Cloud Servers and Switches - Pre-integrated racks with ultra-dense servers, high performance switches and software defined storage, including Nokia Networks specific enhancements that make it more efficient than other solutions to run demanding VNFs
  • Data center services - AirFrame is complemented by a suite of professional services provided by the company's services experts and geared to implement, monitor and operate telco cloud data centers

Nokia to Offer "Pop-up Network" Service for Mobile Operators

Nokia is preparing to launch a "Pop-up Network" service that provides temporary, transportable base stations coordinated by Nokia Centralized Radio Access Network (RAN) capabilities to operators that need extra capacity on a short term basis, such as mass events.  With the service, Nokia will provide planning and deployment of the equipment.  The operator simply pays for the capacity required during the event, reducing the total costs by up to 80% when compared to investing in its own infrastructure.

In addition, Nokia announced cloud-based, Geo-Data as a Service, which combines anonymized 3-D geolocation data from devices with network data to provide accurate insight into network, device and application performance as well as subscriber behavior. The insight is tailored to the needs of different operator functions. For example, network planners can spot and correct areas where subscribers are experiencing poor service; marketing personnel can identify subscriber trends and implement campaigns to grow revenue from the most valuable subscribers; or sales executives can pinpoint where their network provides better service than its competitors to leverage with new corporate clients.

Mellanox Posts Record Sales, EZChip Merger On Track for Q2

Mellanox Technologies reported Q4 2015 revenues of $176.9 million and $658.1 million for fiscal year 2015. GAAP gross margins were 70.7 percent in the fourth quarter, and 71.3 percent in fiscal year 2015. GAAP net income was $43.2 million in the fourth quarter and $92.9 million in fiscal year 2015 which included an income tax benefit from the release of a valuation allowance of $22.4 million in the fourth quarter.

“We are pleased to achieve record quarterly and annual revenues. Our profitability grew 2.4 times year-over-year with operating income representing 21.3% of revenues. We are proud to grow our annual net income to $138.5 million and generate $150.5 million in cash from operations in 2015 - while we continued to invest in our technology and businesses,” said Eyal Waldman, president and CEO of Mellanox Technologies. “We saw strong growth in our Ethernet business in 2015, and expect it to accelerate in 2016 and beyond. We are pleased to see our InfiniBand business continue to grow across multiple markets and technology generations, with strong adoption of our EDR 100 Gigabit InfiniBand products. We look forward to closing the EZChip merger in the second half of February 2016. This merger is important to Mellanox and adds processing capabilities to our networking technologies. We believe the combination of these technologies will lead to a superior position in the data center interconnect market. We expect this transaction to be accretive from day one.”

Cambium Intros Quick Deploy Positioner for Wireless Broadband

Cambium Networks introduced its Quick Deploy Positioner, a device used to initiate rapid connectivity for point-to-point and point-to-multipoint wireless broadband network deployments.

The company said its Quick Deploy Positioner can automatically establish wireless high capacity broadband connectivity in less than three minutes without the need for an RF expert to manually align the antenna.

Use cases include national defense, state and local government, border security, oil and gas, and first responder applications, where rapid deployment and automatic positioning in rugged and rapidly evolving environments.

Gigamon Posts Q4 Revenue of $67 Million, up 31% YoY

Gigamon posted Q4 2015 revenue of $67.0 million, up 31% year-over-year. GAAP gross margin was 82%, compared to 77% in the fourth quarter of fiscal 2014. GAAP net income was $2.6 million, or $0.07 per diluted share, compared to GAAP net income of $2.9 million, or $0.09 per diluted share, in the fourth quarter of fiscal 2014. Full year revenue came in at $222.0 million, up 41% from fiscal 2014.

"2015 was a very strong year for Gigamon. We delivered over 40% year over year revenue growth, we increased our gross margins to over 80% and significantly increased our cash reserve to over $200 million," said Paul Hooper, Chief Executive Officer of Gigamon. "Our momentum in the security market continues to increase, with Q4 seeing almost 50% of our total business directly related to Security deployments. We enter 2016 with increased leadership in our market and continue to execute with conviction and predictability."

C&W Networks Picks Xtera for 100G Undersea Upgrade

C&W Networks has selected Xtera Communications for upgrading its submarine cable systems in the western Atlantic ocean and the Caribbean Sea to 100G.

Specifically, C&W Networks has bolstered its subsea network capacity by upgrading several unrepeatered and repeatered segments to 100G, using Xtera’s Nu-Wave OptimaT multi-purpose optical networking platform. The submarine cable systems were upgraded with new 100G channels to include the 1,570 km Gemini – Bermuda cable system, the 1,700 km Caribbean – US (CBUS) cable system, the 1,700 km East West Cable (EWC) system, the 1,440 km festoon Eastern Caribbean Fiber System (ECFS), and part of the 8,700 km ARCOS-1 submarine ring. The same optical networking platform was used over the unrepeatered and repeatered segments, enabling a unified, seamless network from an operational perspective.

“Strengthening our relationship with C&W Networks, these new upgrade projects are further evidence of the confidence network operators place in Xtera’s capabilities to
improve subsea optical transmission infrastructure already deployed across the world,” said Jon Hopper, President and Chief Executive Officer of Xtera.

Netscout Posts $308 Million in Revenue

Netscout reported revenue of $307.7 million for the third quarter of its fiscal 2016, including a full quarter’s contribution from Danaher’s Communications Business, which NetScout acquired on July 14, 2015. Product revenue for the third quarter of fiscal year 2016 was $209.1 million, which was approximately 68% of total revenue. Service revenue for the third quarter of fiscal year 2016 was $98.6 million, or approximately 32% of total revenue. Net loss for the third quarter of fiscal year 2016 was $24.5 million, or $0.25 per diluted share. On a non-GAAP basis, net income for the third quarter was $57.2 million, or $0.58 per diluted share.

“NetScout produced a strong third-quarter performance,” stated Anil Singhal, NetScout’s president and CEO. “We were pleased with the revenue performance across the enterprise and service provider markets. Our top-line results, in combination with disciplined spending to advance key development, sales and integration initiatives, enabled us to deliver strong profit margins, along with a robust EPS performance. During the quarter, we also continued to make good progress integrating our acquisition of the Danaher Communications Business.”