Monday, October 31, 2022

Malaysia's mobile operators agree to share national 5G infrastructure

Four mobile operators – Celcom Axiata Bhd, Digi Telecommunications Sdn Bhd, YTL Communications Sdn Bhd (YES), and Telekom Malaysia Bhd (TM – agreed to take up equity stakes in Malaysials Digital Nasional Berhad (DNB). 

The deal paves the way for DNB to accelerate deployment of the 5G network and infrastructure, with a target of 80% coverage of populated areas by 2024.

Together, the four operators will hold 65% equity in DNB, with their respective stakes as follows: Celcom Axiata (12.5%), Digi Telecommunications (12.5%), YTL Communications (20%), TM (20%). The Government of Malaysia will retain the other 35% and hold a Golden Share, which carries various rights and privileges and covers areas such as ownership, sale, or transfer of shares on the part of the Government. 

The 12.5% shareholding each for Celcom Axiata and Digi Telecommunications is in recognition of their imminent merger. Under the terms of the SSA and the agreed governance structure between the parties, no single MNO can hold more than a 20% shareholding in DNB, and in the event of a merger between the MNOs, the merged entity cannot hold more than a 25% shareholding in DNB.

This marks a positive development following extensive discussions between the MNOs and DNB. It is anticipated that the MNOs will make 5G services available to their end users from October 2022 onwards. 

“I am pleased that the MNOs have taken up the equity offered by the Government and have executed their SSAs with DNB. All parties will now work towards completing the conditions precedent in the SSAs, including executing the Access Agreements as soon as possible. I expect that all parties will make every effort to deliver 5G availability to all their Malaysian and global ‘roaming’ customers. The MNOs, in particular, have a crucial role to play in ensuring the accelerated adoption of 5G among end users. Over the longer term, they will be responsible for bringing to market a host of new 5G-enabled products and services which will have a positive impact on many businesses, be it small, medium or large, as well as Government,” said DNB Chairman, Yang Berbahagia Datuk Seri Asri Hamidon.

"As of today, the 5G network has achieved 33% coverage of populated areas as against a target of approximately 40% by end-2022. The testing and integration of 5G sites by the MNOs have progressed well and I believe they are ready to provide 5G services to end-users located in areas where 5G infrastructure is currently available. In addition, the local 5G ecosystem has grown rapidly, with 12 device brands now offering more than 100 5G-compatible models for use in Malaysia. As such, we are encouraged by the establishment of the infrastructure to facilitate the rapid adoption of 5G by the Rakyat, businesses, and Government,” Datuk Seri Asri added. 

https://www.digital-nasional.com.my/mobile-network-operators-execute-share-subscription-agreements-digital-nasional-berhad-0

Telekom Malaysia to provide fiber to DNB for nationwide 5G

Telekom Malaysia Berhad (TM) signed a Fibre Leasing Service agreement with Digital Nasional Berhad (DNB) to speed up the deployment of the government-owned 5G network nationwide.

DNB will be able to leverage on TM’s extensive fibre and network infrastructure, and subscribe to TM’s 5G RAN-to-Edge Fronthaul and Backhaul solution for the provision of fibre connectivity, enabling DNB to provide 5G network services nationwide.

Under the agreement, TM will provide DNB with 5G fibre leasing services for connectivity between DNB’s 5G mobile sites and nodes, leveraging on TM’s domestic fibre cable network spanning over 640,000 km across Malaysia. Prior to this, TM along with other fibre providers in Malaysia had participated in the 5G Fiber Leasing Request for Quotation (RFQ) exercise conducted by DNB in June 2021.

The term sheet agreement with a total contract value of RM2 billion over 10 years was duly signed by Imri Mokhtar, Group Chief Executive Officer of TM and Amar Huzaimi Md Deris, Executive Vice President, TM Wholesale while DNB was represented by Augustus Ralph Marshall, Chief Executive Officer and Dushyanthan Vaithiyanathan, Chief Operating Officer.

https://www.tm.com.my/Newsroom/Pages/TM-INKS-AGREEMENT-WITH-DNB-TO-PROVIDE-FIBRE-CONNECTIVITY-IN-ACCELERATING-ROLLOUT-OF-5G-NETWORK-SERVICES-NATIONWIDE.aspx

Arista posts record revenue of $1.2 billion, up 57% yoy

Arista Networks reported Q3 revenue of $1.177 billion, an increase of 11.9% compared to the second quarter of 2022, and an increase of 57.2% from the third quarter of 2021. GAAP gross margin was 60.3%, compared to GAAP gross margin of 61.2% in the second quarter of 2022 and 63.9% in the third quarter of 2021. Non-GAAP net income was $391.9 million, or $1.25 per diluted share, compared to non-GAAP net income of $236.9 million, or $0.74 per diluted share in the third quarter of 2021.

“Arista continues to outpace our networking peers with record revenue in Q3 2022,” said Jayshree Ullal, President and CEO of Arista Networks. “Clearly, we are entering the next phase of Arista’s evolution in products, customer intimacy and new market expansion.”

  • Supply chain issues remained a factor.
  • International sales represented of 17% revenue, with Americas at 83%
  • Cloud titans was the largest vertical, followed enterprises.
  • Cloud titan partnerships grew stronger. Microsoft and Meta are continuing with their 400G journeys.


https://investors.arista.com/Events/Events/Event-Details/2022/Arista-Networks-Q3-2022-Earnings-Conference-Call--Webcast/default.aspx

Arista delivers its next-gen Cloud Routing

Arista Networks is releasing the next iteration of its cloud-grade routing platform, which was first introduced six years ago. It is based on cloud principles of scale-out architectures, standards-based protocols, and software-driven control. Highlights of the announcement:For enterprises, Arista advances the enterprise edge by securing data-in-transit over high speed links with "TunnelSec" technology, providing in-line encryption at wire rate from...



Far North Fiber advances plans for arctic cable from Europe to Asia

Far North Fiber, an international consortium consisting of  Finland’s Cinia Oy, Alaska’s Far North Digital and Japan’s ARTERIA Networks Corporation, is moving ahead with plans for a 17,000 km Trans-Arctic Fiber cable connecting Japan, North America, and Ireland and Scandinavia.

Far North Fiber estimates the system will be ready for service by the end of 2026. 

Alcatel Submarine Networks (ASN) has been selected to build and install the submarine cable and equipment required for this project.

“Far North Fiber will be the first multicontinental cable system through the Arctic. It provides a backbone that offers enhanced opportunities for economic development, international security, and a greener footprint for the buildout of global digital infrastructure,” says Ari-Jussi Knaapila, CEO of Cinia.

Koji Kabumoto, Representative Director, President & CEO of ARTERIA, commented: " The FNF is to build a network that directly connects Europe and Asia with low latency through the Northwest Passage, and Japan will serve as the gateway to Asia. It is our pleasure to be involved in this journey, as the project is expected to contribute the development of digital societies in Japan and Asia in a wide range of fields, including industry, academia, and culture."

https://www.cinia.fi/en/news/development-corporation-formed-for-trans-artic-fiber-cable-connecting-europe-to-asia

Cinia and Far North Digital plan subsea cable across Arctic

Finland-based Cinia announced a joint effor with Far North Digital, a start-up based in Anchorage, to build a fiber optic cable system linking Europe and Asia through the Arctic. Alcatel Submarine Networks will take the lead on project design and installation.The planned, 14,000km cable system will run from Japan, via the Northwest Passage, to Europe with landings in Alaska and the Canadian Arctic. European landings are planned in Norway, Finland...

Cinia Plans Terabit-class Cable from Finland to Germany with ALU

Cinia Group (previously Corenet), a Finnish Government-owned venture, has selected Alcatel-Lucent to deploy a terabit-class undersea cable system linking Finland and Germany. The project, named Sea Lion, calls for the deployment of a new 100G system that will span more than 1,100 km from Helsinki in Finland, to the Rostock-Ribnitz area in Germany. It will have a design capacity of 15 Terabits per second (Tbps) and is expected to enter service in...

Arctic Connect cable to link Norway and Japan

A new Arctic Connect Submarine Cable (ACSC) project is being planned to connect Kirkenes, Norway and Tokyo, Japan, through the Arctic Ocean and Northern Pacific Ocean.  The system will have its European cable landing stations in Northern Norway and Finland, with connections further southwards through Finland, Norway, Sweden, and Denmark extending to the rest of Europe. The cable system has options for additional landings in Japan and in North...


Egypt inaugurates Red2Med cable along west bank of Suez

 Last week, Telecom Egypt's CEO and Managing Director, Adel Hamed, along with Egyptian government officials officially inaugurated “Red2Med,” a new submarine and terrestrial cable running from the Ras Ghareb landing point in the Red Sea to the landing station in Port Said in the Mediterranean Sea through Internet Corridor of Egypt (ICE).

Red2Med is composed of three segments which are detached from the conventional public roads: from the south the Red Sea subsea festoon cable linking Ras Ghareb, Zaafarana and Suez, then extending to the ICE terrestrial from Suez to Port said, and finally connecting to the planned Mediterranean Sea subsea festoon cable.

ICE is a 200 km, one-of-a-kind crossing route connecting the new Suez 2 and Port Said 2 landing stations. This new terrestrial fiber optic route runs through Morshedeen route on the west bank of the highly-secured Suez Canal campus.  

Telecom Egypt says the Red2Med system will encourage and support better international connectivity between East and West, connecting Europe, Africa and Asia.

Hamed stated that launching Red2Med is a remarkable achievement and a breakthrough in the submarine cables industry, as it cements Egypt’s position as a regional data hub. He added that Telecom Egypt is pleased to offer the new cable system, a brand-new optical path that will encourage and support better international connectivity.  

https://mcit.gov.eg/en/Media_Center/Press_Room/Photo_Gallery/26972

 

TAWAL to provide infrastructure for King Abdullah Economic City

TAWAL, the leading Saudi ICT Infrastructure company, will provide ICT infrastructure for King Abdullah Economic City.

These solutions will improve the efficiency of KAEC’s telecommunications network through the application of best practices and international standards.

Under the stipulations of the strategic agreement, TAWAL will acquire all the towers owned by the city, as well as the In-Building Solutions (IBS). TAWAL will manage and operate these assets to telecom service providers.

The agreement was signed during the “Future Investment Initiative” summit — which was held in Riyadh from 25 to 27 October — in the presence of TAWAL CEO, Eng. Mohammed Alhakbani, and KAEC CEO, Mr. Cyril Piaia.

https://www.stc.com.sa/content/stc/sa/en/about-stc/media-center/press-release/press-release-detail.html?id=tawal-acquires-king-abdullah-economic-city-telecommunication-towers

Saudi Arabia's TAWAL picks Nokia for 5G expansion

TAWAL, the leading Saudi ICT Infrastructure company, has selected Nokia to provide full turnkey services towards expanding and deploying 5G for TAWAL’s infrastructure in the western and southern parts of Saudi Arabia. This project is part of TAWAL’s plan for 5G expansion in the western and southern parts of Saudi Arabia, where Nokia will be adding 5G capabilities to 670 4G sites over the course of six months. In addition, Nokia will be replacing...


Rogers + Shaw deal hits further regulatory snag

Quebecor, Rogers Communications, and Shaw Communications issued the following statement late last week after a mediation session as part of Canada's Competition Tribunal process failed to reach an agreement that would allow the Rogers + Shaw merger to proceed:

"“The mediation did not yield a negotiated settlement.  We are disappointed with this outcome and believe that litigation is both unnecessary and harmful to competition. The Bureau’s unwillingness to meaningfully engage unduly delays lower wireless prices for Canadian consumers.

We remain committed to completing this pro-competitive series of transactions and are confident in the strength and merits of our case in front of the Competition Tribunal, including the many benefits of these transactions to Canadians.

Once completed, our proposed series of transactions will positively transform the Canadian telecommunications industry in both the wireline and wireless segments. The combined Videotron-Freedom business will have everything it needs to compete as a stronger fourth carrier for the long term, including critical 5G spectrum. Quebecor’s commitment to lower wireless prices for Canadians across the country is one of the many benefits that the proposed transactions will create.

At the same time, the combined Shaw-Rogers wireline business will have a national network positioned to compete against the telcos for the long-term."

https://about.rogers.com/news-ideas/quebecor-rogers-shaw-provide-statement-regarding-mediation-with-the-commissioner-of-competition/

Rogers + Shaw merger to reshape Canadian market

Rogers Communications agreed to acquire Shaw Communications in a $26 billion deal that could reshape the Canadian communications market. Under the transaction, Rogers will acquire all of Shaw’s Class A and Class B shares for $40.50 per share, reflecting a ~70% premium to Shaw’s Class B share price.

The merger will create Canada’s most robust wholly-owned national network and accelerate the deployment of 5G. Once the transaction is complete, the companies plan to invest $2.5 billion in 5G networks across Western Canada, which is expected to create up to 3,000 net new jobs. The deal brings together Shaw’s fibre-to-home, WiFi and wireless networks with Roger's national wireless network and 5G capabilities.

Both Rogers and Shaw began as family operated businesses.

Rogers will also commit to establishing a new $1 billion Rogers Rural and Indigenous Connectivity Fund to connect rural, remote and Indigenous communities across Western Canada to high-speed Internet and closing critical connectivity gaps faster for underserved areas. 


Rambus posts strong Q3, exceeding guidance

Rambus posted Q3 GAAP revenue of $112.2 million, with licensing billings at $62.2 million, product at was $58.6 million, and contract and other revenue of $23.7 million. The company also generated $80 million in cash provided by operating activities in the third quarter.

“Rambus had an excellent performance in the third quarter, exceeding guidance and delivering record cash and product revenue,” said Luc Seraphin, chief executive officer of Rambus. “Our strategic focus and strong execution in data center, combined with a diverse portfolio of offerings, drive the company’s long-term profitable growth and enable consistent capital returns to our stockholders.”

Separately, Rambus extended its patent license agreement with Samsung Electronics. This substantially maintains the existing financial terms and provides Samsung with broad access to the full Rambus patent portfolio through late 2033. Other terms and details are confidential.

https://investor.rambus.com/press-releases/press-release-details/2022/Rambus-Reports-Third-Quarter-2022-Financial-Results/default.aspx

Cinchy raises $14.5m for enterprise data management

Cinchy, a start-up based in Toronto,  raised US$14.5 million in Series B financing, for its data fabric and data mesh solutions for enterprises.

“Our mission is to liberate and harness the power of data, giving it back to teams and organizations to accelerate digital transformation and growth,” said Dan DeMers, CEO and co-founder of Cinchy. “We’re thrilled to partner with the team at Forgepoint Capital, which uniquely appreciates the importance of data layer controls and the enablement of data autonomy. This latest round of funding helps us expand our team and release new offerings that include pre-built dataware solutions designed to help organizations instantly liberate both trapped data and siloed SaaS applications.”

The funding round was led by Forgepoint Capital. 

https://cinchy.com/solutions


Sunday, October 30, 2022

Orange selects Edgecore for access disaggregation via SONiC

Edgecore Networks and Orange delivered the first disaggregated switch composed of Edgecore hardware and Orange network operating system based on SONiC (Software for Open Networking in the Cloud) open source community.

Orange selected Edgecore switches to deliver connectivity for its hundreds of access Points of Presence (PoP). These locations provide 1G, 10G, and 100G access services to enterprise customers.

The disaggregated Edgecore hardware platform comes pre-loaded with the ONIE (Open Network Install Environment) software installer for the automated loading of compatible open source or commercial network operating system offerings. 

Orange is installing its own SONiC distribution to run on the switches. Orange relies on its developers’ expertise working in conjunction with Edgecore and the SONiC community, to which Orange actively contributes, to develop their own networking software solutions.

Heimdall Siao, President of Edgecore said, “As the leader in disaggregated open networking solutions, Edgecore is excited to be involved in this disaggregated and community SONiC networking project with Orange in a telecom use case. Edgecore’s switches running SONiC software provide the high-capacity throughput required for access networks. And, by utilizing Edgecore’s carrier grade and proven robust designs, Orange is able to deploy solutions in the most demanding of carrier networks. This successful experience in Orange’s network proves that disaggregated open networking solutions are robust and capable of handling the most demanding of network environments.”

Jean Luc Vuillemin, Executive Vice President of Orange International Networks, said, “We are pleased to team up with Edgecore to launch our network disaggregation transformation. This joint work enables us to drastically transform the way we build and upgrade our networks. It allows us to move away from off the shelf and locked-in solutions to in-house developed solutions relying on our network developers’ expertise. Upskilling our teams to master our software allows us to regain full control of our networks and therefore manage upgrades in a fast, cost-effective and sovereign way, while providing an improved and reliable service to our customers.”

https://www.edge-core.com/sonic.php

Ericsson Network Slicing runs during Singapore F1 Grand Prix

During the recent Grand Prix Season Singapore 2022 (GPSS 2022) in October, Singtel employed Ericsson’s Dynamic Radio Resource Partitioning feature to deliver end-to-end network slicing in a live 5G Standalone network to power 5G experiences and festivities along the Marina Bay Street Circuit.

Network slicing creates a logically separated, self-contained slice of the network, offering differentiated service performance with prioritised assurance on speed, latency and reliability. Dynamic Radio Resource Partitioning is a software solution that allocates spectrum resources at millisecond level scheduling.

Ericsson’s end-to-end network slicing solution also included cloud-native capabilities to create a dedicated slice of its network that was reserved for subscribers of Sports Plus on Singtel’s app marketplace, CAST. This meant subscribers could enjoy seamless video streaming of the action of the high-velocity race from wherever they were. The network delivered the live content even in congested areas along the Marina Bay Street Circuit due to the dedicated capacity being allocated to the service.

Singtel announced in July that it had achieved over 95 percent 5G Standalone nationwide coverage – three years ahead of the regulator’s deadline.

Mark Chong, Group Chief Technology Officer, Singtel, said, ”We’re proud to have been the official network partner of the GPSS, providing race spectators and attendees of the various GPSS related events with the superior features of Singapore’s most powerful 5G network. With the world’s first application of end-to-end network slicing technology to our CAST app, we were able to provide F1 fans a superior viewing experience of the action on the track and enhance the experience of 5G race-related activations held across the island.”

Martin Wiktorin, Head of Ericsson Singapore states:” The fast and efficient delivery of services as well as high-quality user experience provided by Singtel CAST was enabled by a range of Ericsson technologies working together to deliver a full end-to-end network slice on 5G sites surrounding the F1 race. With Singtel CAST subscribers being assigned the premium slice, they were able to enjoy the full race via seamless video streaming even in congested areas along the F1 race.” Around 302,000 fans turned up for the Singapore Grand Prix this year.

Video: Prospects for Telco Cloud and Edge


Join us on a 1-mile walk around central San Jose, California to discuss some of the big trends around Telco Cloud and Edge while enjoying the scenery.

Our topics:

01:31 Are you seeing real deployments at the edge? 2:07 Who are the main players that we are talking about? 2:53 The Sustainability imperative 4:09 Is there a killer application or killer network function? 5:17 Who has the early advantage in terms of edge deployments and strategy? 6:07 What can you tell us about Kaboom? 8:54 There are really just a handful of significant suppliers for 5G infrastructure. Are they sincere about openness 9:10 Let's talk about OCP for the service provider world 12:00 How many edge locations do telcos really need? 13:21 Will the Metaverse, AR, and VR become big drivers for the edge? 17:47 Ecosystem partners including Red Hat 18:53 How is the P4 programming language being used? 20:42 The Start-up Life


EE deploys Ericsson’s Massive MIMO radios at key UK sites

EE, part of the BT Group, has begun deployment of Ericsson’s ultra-lightweight radios  to deliver improved 5G energy efficiency and network performance across the UK.

EE’s first deployments of the equipment are in London, with sites in Manchester, Leeds, Edinburgh, and Belfast to follow this year. The improved technology will be expanded to more urban and suburban areas in the future, where Ericsson is a key partner for EE. Operating within EE’s 3.4GHz and upper 3.6GHz spectrum bands, the new radio will initially be deployed over 1,000 sites, not only offering substantial energy efficiencies but also improving capacity, coverage, speed and mobile experience for customers.

Ericsson’s AIR 3268 is the lightest and smallest Massive MIMO radio with up to 40 percent less weight (14kg) and volume (25 litres) than Ericsson's previous generation of radio.

Greg McCall, Chief Networks Officer, BT Group, said: “We’ve already made significant progress in making EE a more efficient network, delivering vast quantities of additional data without equivalent energy increases. Our partnership with Ericsson is a further milestone in this journey, enabling us not only to accelerate our 5G roll-out in city centres, but to do so in a more sustainable way. That’s good for us, but also incredibly important to our customers and the planet.”

Björn Odenhammar, CTO, Networks and Managed Services, Ericsson UK and Ireland, said: “It is incredibly exciting to see our partnership with BT Group succeed with such fantastic results. This is a great step forward for the deployment of 5G in the UK and gives a much-needed boost in both 5G coverage and mid-band performance. Together we are not only leading the delivery of next-generation connectivity across the country, but also reducing energy consumption to build a more sustainable mobile network of the future.”

https://www.ericsson.com/en/press-releases/3/2022/ericsson-and-ee-deliver-more-sustainable-5g-network-with-european-first

Germany opens ground station for optical satellite links

Earlier this month, the Institute of Communications and Navigation of the German Aerospace Center (Deutsches Zentrum für Luft- und Raumfahrt; DLR) inaugurated a ground station at its Oberpfaffenhofen site to test optical satellite links.

"In the future, it will become increasingly important to efficiently network satellites with each other and to exchange data securely and efficiently with the ground," says Anke Kaysser-Pyzalla, Chair of the DLR Executive Board. "This is driven by the ever-increasing data volumes involved in communications, navigation and Earth observation activities, as well as by the increasingly scarcity of radiocommunications licences."

The newly expanded ground station in Oberpfaffenhofen will make it possible to test and further develop its numerous applications, including satellite-based quantum communication solutions.

The centrepiece of the new optical ground station is a new telescope with a diameter of 80 centimetres. The telescope is a Coudé focus telescope, in which the light collected by the telescope is guided via mirrors directly into a laboratory.

AWS intros Amazon Neptune Serverless for graph databases

AWS introduced a serverless option for Amazon Neptune, which is itsfully managed graph database service for apps based on highly-connected datasets. Neptune supports open and popular graph query languages for powering use cases such as recommendation engines, fraud detection, knowledge graphs, drug discovery, and network security.

Neptune has always been fully managed and handles time-consuming tasks such as provisioning, patching, backup, recovery, failure detection and repair. However, managing database capacity for optimal cost and performance requires you to monitor and reconfigure capacity as workload characteristics change. 

The new Amazon Neptune Serverless option scales automatically as queries and workloads change, adjusting capacity in fine-grained increments to provide just the right amount of database resources that an application needs. 

https://aws.amazon.com/blogs/aws/introducing-amazon-neptune-serverless-a-fully-managed-graph-database-that-adjusts-capacity-for-your-workloads/

Thursday, October 27, 2022

Intel's Q3 data center revenue dropped 27% yoy

Intel reported Q3 2022 revenue of $15.3 billion, down 20% from $19.2 billion a year earlier. Gross margin dropped to 42.6% from 56.0% a year earlier, while earnings per share fell 85% yoy to $0.25 from $1.67.

“Despite the worsening economic conditions, we delivered solid results and made significant progress with our product and process execution during the quarter,” said Pat Gelsinger, Intel CEO. “To position ourselves for this business cycle, we are aggressively addressing costs and driving efficiencies across the business to accelerate our IDM 2.0 flywheel for the digital future.”

 “As we usher in the next phase of IDM 2.0, we are focused on embracing an internal foundry model to allow our manufacturing group and business units to be more agile, make better decisions and establish a leadership cost structure,” said David Zinsner, Intel CFO. “We remain committed to the strategy and long-term financial model communicated at our Investor Meeting.”




AWS sales hit $20.5 billion, growth rate now at 27% yoy

In its quarterly financial statement, Amazon reported AWS sales of $20.5 billion, a increase of 27% year-over-year (28% excluding changes in foreign exchange rates). AWS segment operating income was $5.4 billion, compared with operating income of $4.9 billion in third quarter 2021.

An interesting note -- AWS has supplied Snowball devices, which are ruggedized compute and storage hardware, to Ukraine to help secure, store, and transfer over 10 petabytes (10 million gigabytes) of essential data to the cloud. These Snowball devices were the foundation for the effort to preserve Ukraine’s data—including state registries, education records, and other essential databases—which are critical in rebuilding the country. 

https://ir.aboutamazon.com/overview/default.aspx

LightCounting: Optical components forecast

The transceiver market is on track for another year of strong (14%) revenue growth in 2022, after increasing by 10% in 2021, and 17% in 2020, according to an updated Optical Components forecast from LightCounting. The report predicts growth will slow to 4% in 2023, prior to recovering in 2024-2025.

Some highlights:

  • Strong sales of DWDM and Ethernet optics accounted for most of the market growth in 2021 and these segments are projected to lead the growth in 2022-2027.
  • Sales of optical interconnects, mostly Active Optical Cables (AOCs), will also increase at double digit rates over the next 5 years. 
  • PON sales for FTTx networks will remain steady, as the China market ends its 10G cycle and North America and Europe ramp up 10G PON deployments, driven by government funding programs. 
  • 25G and 50G PON provide new growth later in the forecast period. Wireless fronthaul is one area of weakness, since 5G network deployments in China are reaching completion. This segment will return to growth in 2026-2027 with the onset of 6G deployments.

https://www.lightcounting.com/newsletter/october-2022-market-forecast-151

T-Mobile US adds 394K postpaid accounts in Q3, raises guidance

T-Mobile US announced additions of 394,00 postpaid net account additions in Q3 2022, a new record for the company. Postpaid phone churn was a low of 0.88%. The company also reported 578,000 High Speed Internet net customer additions. As a result, T-Mobile US raised its 2022 guidance for the third consecutive quarter. 

"We’ve always said our aspiration was to be the first and only provider to offer customers both the best network and the best value without having to sacrifice one for the other — and based on another set of standout customer and financial results for Q3, it's clear we’re delivering on that promise," said Mike Sievert, CEO of T-Mobile. "On the heels of our highest ever postpaid account net additions and industry-leading postpaid and broadband customer growth, we are raising guidance for the third time this year. Our Un-carrier playbook continues to win in this ever-changing competitive and macro-economic climate and our momentum is only getting stronger.”

Highlights

  • Service revenues of $15.4 billion grew 4% year-over-year, including industry-leading Postpaid service revenue growth of 7%
  • Net income of $508 million and diluted earnings per share (“EPS”) of $0.40 decreased year-over-year primarily due to merger-related costs and loss related to the anticipated sale of the wireline business amounting to a combined impact of $1.8 billion, net of tax, or $1.41 per share
  • Postpaid net account additions of 394 thousand increased 126 thousand year-over-year.
  • Postpaid net customer additions of 1.6 million increased 368 thousand year-over-year.
  • Postpaid phone net customer additions of 854 thousand increased 181 thousand year-over-year, leading the industry for the first time since Q1 2021. Postpaid phone churn of 0.88% improved by 8 basis points year-over-year.
  • Prepaid net customer additions of 105 thousand increased 39 thousand year-over-year. Prepaid churn of 2.88% improved by 2 basis points year-over-year.
  • High Speed Internet net customer additions of 578 thousand were a record high, and T-Mobile ended the quarter with over 2.1 million High Speed Internet customers.
  • Total net customer additions of 1.7 million increased 407 thousand year-over-year and the total customer count increased to a record high of nearly 112 million.

Versa secures $120 million for its SASE platform

Versa Networks secured additional financing of $120 million for its single-vendor SASE platform, which delivers AI/ML-powered SSE and SD-WAN. 

The pre-IPO round was led by funds and accounts managed by BlackRock, Inc. Silicon Valley Bank (SVB) also participated in the funding.

“As the leader in SASE, the fastest growing security and networking category, and executing on SASE services for years, Versa is the only solution proven to deliver the industry’s leading and differentiated architecture for high performance and security,” said Kelly Ahuja, CEO of Versa Networks. “This funding will allow us to expand our go-to-market and accelerate new innovations that will further expand the market opportunity for us as a company.”

“We are excited to support the Versa team and its vision to drive innovation across cloud, data and network security,” said Matt Singer, Managing Director, BlackRock. “SASE represents an important and fast-growing market that is at the core of organizations’ digital transformation and Versa, with its unified, single-code based architecture, is well positioned to deliver mission critical value to its customers.”

https://www.versa-networks.com

Stonepeak takes 36% in American Tower’s U.S. data centers

Stonepeak, a leading alternative investment firm specializing in infrastructure and real assets, invested an additional $570.0 million, which, together with its initial $2.5 billion investment in August 2022, on a fully converted basis and based on the currently outstanding equity, represents an approximately 36% ownership interest in American Tower’s U.S. data center business. 

The conversion is expected to occur four years from the date of the initial closing in August 2022. The upsize transaction was completed on October 20, 2022. The upsize investment comprises both common equity and mandatorily convertible preferred equity, on the same terms and valuation as the initial investment. Stonepeak’s investment is part of its core infrastructure strategy.

https://investors.coresite.com/news-releases/news-release-details/stonepeak-upsizes-invesment-american-towers-data-center-business

XL Axiata signs Huawei for "5G City" project

XL Axiata signed a collaboration agreement with Huawei to develop "5G City", with the aim to realize a smart city through 5G networks, predict the evolution of technology, operate network intelligently, and improve user experience.

XL Axiata and Huawei are working together on following scope: green 5G with simplified site solution, multi antenna radio modules, cost-effective rural network solution for islands population coverage, etc.

"Together with Huawei, XL Axiata continues to explore and implement more technological breakthroughs to build high-quality networks, while implementing green information and communication technology towards 5G", said I Gede Darmayusa, CTO of XL Axiata, "This project is one of the steps for XL Axiata to explore 5G services and become one of the major operators in the world. XL Axiata aims to further develop 5G in Bandung and Bali to launch the 5G City project, which can greatly affect economic development for the whole country."

Wei Wei, XL Account Director of Huawei Indonesia said "We are glad to have this opportunity to work with XL Axiata to develop a high quality 5G network in Bandung and Bali. Our aim is to help XL Axiata lead the industry in the development of 5G networks. Huawei and XL Axiata are both pursuing innovation and success. I believe this will be another successful project in Indonesia telecommunications."

https://www.huawei.com/en/news/2022/10/5gcity-green5g-ultra-wideband-multi-antenna

Comcast's Xfinity Mobile reaches 5 million after 5 years

Comcast's Xfinity Mobile MVNO service has surpassed five million customer lines after five years on the market

“We set out to build a different kind of mobile service designed for the way people use their phones today – with the Internet at the center of the experience. Our goal is simple - keep our Internet customers happy with a mobile service that offers incredible value; attract new customers who want a great connectivity experience inside and away from the home; and build a profitable business that has a long runway for growth,” said Dave Watson, CEO, Comcast Cable. “We couldn’t be prouder of the exceptional mobile service we built with Xfinity Mobile and the impact it has had today with five million customer lines and counting.”



Aviat wins E-ban radio contract with Bharti Airtel

Bharti Airtel has contracted Aviat Networksfor wireless multiband radio solutions.

Airtel will deploy Aviat's all outdoor WTM 4800 E-Band and Multi-Band solutions to significantly expand the capacity of their microwave backhaul network.

Aviat's Multi-Band vendor agnostic feature enables traffic aggregation from multiple links which in turn improves network congestion and gives better speeds to customers. Aviat Networks will also undertake maintenance and deployment as part of the roll out. Airtel will deploy unique dual channel E-Band radio to augment its existing installed microwave network as well as new greenfield links in support of accelerated 5G network build out.

Speaking about the agreement, Randeep Sekhon, Airtel's Chief Technology Officer said, "We are delighted to partner with Aviat Networks. Their cutting-edge E-Band and Multi-Band radio solutions are a good fit with our network capabilities, which combined with their strengths in delivery and supply chain will enable Airtel deliver seamless 5G experience to customers across India in record time."

Pete Smith, CEO Aviat Networks said, "We are delighted to be able to support Airtel's 5G service deployment. India is one of the fastest and largest growing 5G markets in the world and Aviat's product capabilities will significantly lower the total cost of ownership and our delivery infrastructure will enable faster roll out."

Wednesday, October 26, 2022

Meta reports drop in revenue and profits as CAPEX soars

Meta reported a drop in Q3 revenue and profitability along with rapidly rising capital expediture costs as it invests in infrastructure and metaverse development.

Third Quarter 2022 Operational Highlights

  • Family daily active people (DAP) – DAP was 2.93 billion on average for September 2022, an increase of 4% year-over-year.
  • Family monthly active people (MAP) – MAP was 3.71 billion as of September 30, 2022, an increase of 4% year-over-year.
  • Facebook daily active users (DAUs) – DAUs were 1.98 billion on average for September 2022, an increase of 3% year-over-year.
  • Facebook monthly active users (MAUs) – MAUs were 2.96 billion as of September 30, 2022, an increase of 2% year-over-year.
  • Ad impressions and price per ad – In the third quarter of 2022, ad impressions delivered across our Family of Apps increased by 17% year-over-year and the average price per ad decreased by 18% year-over-year. 
  • Revenue – Revenue was $27.71 billion, a decrease of 4% year-over-year, and an increase of 2% year-over-year on a constant currency basis. Had foreign exchange rates remained constant with the third quarter of 2021, revenue would have been $1.79 billion higher.
  • Costs and expenses – Total costs and expenses were $22.05 billion, an increase of 19% year-over-year. This includes an impairment loss of $413 million for certain operating leases as part of ongoing work to align office facilities footprint with our anticipated operating needs. 
  • Capital expenditures – Capital expenditures, including principal payments on finance leases, were $9.52 billion for the third quarter of 2022.
  • Share repurchases – $6.55 billion of Class A common stock in the third quarter of 2022. As of September 30, 2022, Meta had $17.78 billion available and authorized for repurchases.
  • Headcount – Headcount was 87,314 as of September 30, 2022, an increase of 28% year-over-year.




NTT inaugurates data center in Johannesburg

NTT Ltd. opened its latest data center in Johannesburg, South Africa. 

Johannesburg 1 Data Center is part of NTT’s expansion into the African continent with a capacity of 12MW covering 6,000m² of IT space once fully built out. The technical infrastructure is supported by N+1 uninterruptible power supply systems (UPS), N+1 generator backup, and highly redundant cooling systems. This will provide clients with dedicated sustainable infrastructure, operational control and the design flexibility required to support their high-performance needs.

The facility will cater to hyperscalers and enterprises, providing them with an opportunity to use NTT’s full ICT stack of services, including managed hybrid cloud, network management, collaboration, security, and application monitoring.

The new facility uses a closed-loop chilled water system with air-cooled chillers, meaning that the water running through the cooling systems isn’t evaporated. This reduces the threat of potential drought water restrictions and allows the data center to achieve low power usage effectiveness (PUE) and water usage effectiveness (WUE).

“We’re incredibly proud to be investing in Johannesburg and extending our global data center footprint to South Africa. The country forms a significant part of NTT’s growth strategy as we continue to support Africa’s digital transformation. The opening of Johannesburg 1 will contribute towards the economic growth and social development of the region, as our clients shape the country of tomorrow,” said Florian Winkler, CEO, Global Data Centers EMEA, NTT Ltd.