Thursday, October 27, 2011

Harmonic Sees Rebound in Q3

Harmonic reported net revenue for the third quarter of 2011 of $138.9 million, up from $104.8 million in the third quarter of 2010. International sales represented 51% of total revenue for the third quarter of 2011. Total bookings in the third quarter of 2011 were approximately $141.4 million, up from approximately $107.5 million for the third quarter of 2010. The company reported GAAP net income for the third quarter of 2011 of $3.5 million, or $0.03 per diluted share, compared to a net loss of $0.4 million, or ($0.00) per diluted share, for the third quarter of 2010. For the first nine months of 2011, GAAP net income was $4.5 million, or $0.04 per diluted share, compared to $9.4 million, or $0.10 per diluted share, for the same period of 2010.


During the third quarter, we were pleased to see our domestic business rebound, up 24% from the previous quarter,�? said Patrick Harshman, President and Chief Executive Officer. “For the first nine months of 2011, our video processing revenue grew 23% from the same period last year. During the third quarter, we built on this momentum by introducing powerful new video products that will enable our global customers to move forward on a range of new Internet, multiscreen and traditional video services. We remain focused on further capitalizing on our broad technological and market leadership and profitably growing our business.�?http://www.harmonicinc.com

Last Week's ITU Telecom World Attracted 6,5000

Last week's ITU Telecom World in Geneva attracted a global audience of 6,500 people, include 332 government leaders who participated in the invitation-only Broadband Leadership Summit. The culmination of the event was a global Manifesto for Change that recognizes the importance of broadband for socio-economic development.


The next ITU Telecom World event will be held in Dubai, UAE, in Q4 of 2012.
http://www.itu.int

Magnus Mandersson Appointed Executive VP of Ericsson

Magnus Mandersson has been appointed Executive Vice President of Ericsson as of November 1, 2011. Mandersson is currently Senior Vice President and Head of Business Unit Global Services, a position he will remain in. He joined Ericsson in 2004 to run Ericsson's Managed Services business globally and is now head of Ericsson's overall services offering around the world.
http://www.ericsson.com

CALIENT Looks to Data Centers for its MEMS Photonic Switching

CALIENT Technologies, which developed a unique photonic switching capability using 3D MEMS, Inc., raised a $19.4 million round of venture financing from a combination of new and existing internal investors. The new funding will be used to expand into data center and cloud computing markets and to finalize development of its new portfolio of 3D MEMS photonic switching systems and modules for OEMs and system integration partners.


The company plans to market a new family of modular photonic switching systems and subsystems targeted for enterprise and cloud data centers as well as existing applications such as subsea cable and government networks.


“CALIENT is excited to have the funding to complete our strategy of expanding our product line, moving into new markets and partnering with global vendors to provide best-in-class solutions,�? said Atiq Raza, chairman and CEO of CALIENT. “There are many new trends as a result of the demand for high bandwidth applications and we are now in a position to take advantage of these opportunities and grow our business. Data centers and cloud computing networks in particular are exciting new opportunities for us due to the unprecedented growth in server deployments and the resulting explosion of bandwidth requirements.�?

http://www.calient.com

  • CALIENT’s technology is based on its patented deep-silicon plasma etch process technology that is used to make 3D MEMS mirrors. The company is based in Santa Barbara, CA.

Infineta Targets New Data Center Migrations

To address the huge logistical challenge of migrating to a new data center, Infineta Systems, a start-up based in San Jose, California, has introduced a WAN optimization service built around the company's flagship Data Mobility Switch (DMS).


With the large number of aging corporate data centers across the country, Infineta predicts a growing need to migrate existing applications with very large data sets to new and more efficient facilities or into a service provider's cloud infrastructure. Data migration projects typically must be completed quickly and so maximizing WAN resources will be critical.


Infineta's new DMA service accelerates traffic over WAN links at up to 10 Gbps rates, while expanding WAN capacity by 5-10X and guaranteeing network capacity for critical inter-data center traffic flows. The company calculates that its DMA service offering can cut data migration completion times by 80% or more without incurring capital expenditures. For example. an enterprise migrating 500 TB of data from a Northern California data center to a new facility in Virginia over a 1 Gbps WAN can reduce their migration time from 6 months down to a few weeks by utilizing the DMA service. Further savings are realized by retiring the Northern California data center faster, curtailing staff and equipment expenditures, and not having to provision additional WAN bandwidth. http://www.infineta.com

  • In June 2011, Infineta Systems began shipping its Data Mobility Switch (DMS) designed for optimizing and accelerating "Hyper-Scale" WAN links, such as data center to data center high-bandwidth connections.


    Unlike existing WAN optimization platforms, Infineta has developed a customized "Velocity Dedupe Engine" in programmable logic (FPGAs), providing high throughput while incurring extremely low latencies and maintaining very high data reduction efficiency. The company measures a 5-10x bandwidth capacity gains, IP traffic acceleration, and critical application prioritization and assurance over multi-gigabit WAN links. This would mean a 1 Gbps link would perform like a 5 Gbps link, thanks to the data de-dupe and the other acceleration techniques. The DMS can be configured to guarantee minimum data rates for individual classes of service, enabling customers to carve out "protected circuits" for their bandwidth intensive, latency sensitive applications over their existing WAN links. Similarly, an OC12 (622Mbps) circuit can be turned into a 3 Gbps link, and an OC48 (2.54Gbps) circuit into a 10Gbps link.


    Whereas branch WAN optimization tackles the ‘north/south' traffic between data centers and remote offices, Infineta said its platform scales for the "east/west" between clouds in geographically divergent locations. The DMS switch accepts inputs up to 10 Gbps. The box is initially configured for lower speed inputs (2 Gbps), but the full performance can be unlocked via license upgrades.

  • Infineta was co-founded by Raj Kanaya (CEO) and Dr. K.V.S. Ramarao (CTO). Kanaya previously was VP of product strategy and alliances for the Application Networking Group at Citrix Systems. He joined Citrix though its acquisition of NetScaler where he served as VP of product management. Dr. Ramarao previously served as Chief Platform Architect for the Application Oriented Networking BU at Cisco Systems. Before that, he was founder and CTO of both Conformative Systems (acquired by Intel) and Sariga Networks.

Europe's Radio Spectrum Policy Pushes 800 MHz for Mobile Broadband

The EU agreed a new European radio policy that aims to spur the roll-out of mobile broadband services by requiring Member States to authorise the use of the "digital dividend" 800 MHz band for wireless broadband by January 2013 in all but exceptional circumstances. The agreement will also lead to the creation of an inventory of spectrum use in the Member States, which will be essential to ensure the most efficient allocation of scarce spectrum resources for wireless services in Europe.


The Radio Spectrum Policy Programme will begin in early 2012 and run through to the end of 2015 but its principles and objectives are of a permanent nature and will not expire in 2015. Key elements include:

  • creating an European radio spectrum inventory and putting in place a process for determining usage efficiency together with a commitment to examine the need for further harmonised spectrum for wireless broadband based on this inventory;


  • fostering the deployment of wireless broadband by setting tight deadlines for authorising the use of several harmonised spectrum bands for electronic communication services;


  • making at least 1200 MHz of spectrum available for wireless broadband services in the Union by 2015, following an assessment based on the new spectrum inventory;


  • defining concrete steps to ensure and promote competition in the single EU telecoms market, avoiding possible distortions arising from the excessive accumulation of spectrum in the hands of certain operators;


  • promoting more flexible spectrum management, encouraging in particular collective and shared use of scarce spectrum;
  • meeting the spectrum requirements of EU policies in sectors such as transport, energy, earth observation and monitoring, civil protection, wireless microphones and cordless cameras, and the Internet of Things;


  • and underlining the need for enhanced EU coordination in international spectrum negotiations.

Huawei Demos Ultra-long Haul 100G in Russia

Huawei has collaborated with Transtelecom, Rostelecom, Vimpelcom, and Megafon in testing and demonstration of a 2000 km ultra-long haul (ULH) 100G coherent WDM (Wavelength Division Multiplexing) system at Huawei's 100G testing center in Russia. Huawei was able to show that its solution could transmit 100 Gbps services in combination with existing 10 Gbit/s and 40 Gbit/s services over a regeneration-free transmission distance of more than 2000 km.


Huawei said its 100G ULH coherent WDM system is now fully mature and ready for deployment.


http://www.huawei.com

Cablevision's Q3 Revenues Rise 8% to $1.666 billion

Cablevision, which serves the greater New York metro area, reported an 8% YoY rise in Q3 revenue to $1.666 billion Consolidated adjusted operating cash flow (“AOCF�?) was essentially flat at $539.3 million and consolidated operating income decreased 11.7% to $272.4 million, all compared to the prior year period.


Cablevision now has 3,626,000 total customers. Video customers number 3,264,000; high-speed data customers number 2,949,000; and voice customers number 2,984,000.


High-speed data subs increased by 17,000 in the quarter and voice lines grew by 38,000. Video customers declined by 19,000 in the quarter for the total company.


Cablevision now has 560,000 unique Apple devices using its optimum app.


Cable Television third quarter 2011 net revenues increased 9.1% to $1.490 billion, AOCF decreased 1.1% to $550.6 million and operating income decreased 12.0% to $322.0 million, all compared to the prior year period. The increase in revenue compared to the prior year period was due primarily to the addition of Bresnan in the results for the third quarter 2011.


For third quarter 2011, Lightpath net revenues increased 6.2% to $77.5 million, AOCF increased 16.9% to $33.4 million and operating income more than doubled to $11.5 million, each as compared to the prior year period. The improved results were driven primarily by a 17.9% increase in revenue from Ethernet services, offset in part by higher operating expenses to support the increase in Ethernet installations. http://www.cablevision.som

Wednesday, October 26, 2011

ZTE Reports 26.5% Revenue Rise in 2011

ZTE Corporation reported operating revenue rose to RMB58.29 billion for the nine months ended September 30, 2011, an increase of 26.5 per cent year-on-year. Net profit attributable to parent company shareholders for the same period was RMB1.07 billion, a year-on-year decline of 21.5 per cent. The decrease is mainly attributable to increased financial expenses. Basic earnings per share for the period were RMB0.31.


Revenue from terminal sales increased 53.4 per cent year-on-year, driven mainly by growth in sales of 3G and CDMA terminals, and GSM handsets and data cards. Revenue attributed to telecommunications software systems, services and other products saw year-on-year growth of 28 per cent as a result of an increase in fixed terminals and services sales. The company also reported year-on-year growth of 15 per cent in carrier network revenue. This increase is attributed to increased sales of ZTE's wireline products, optical communications systems, domestic sales of GSM/UMTS system equipment and international sales of its CDMA system equipment.
http://www.zte.com.cn

ARM Discloses First Details of ARMv8 Architecture

ARM unveiled its next generation chip architecture embracing 64-bit processing and extended virtual addressing.


The ARMv8 architecture consists of two main execution states, AArch64 and AArch32. The AArch64 execution state introduces a new instruction set, A64 for 64-bit processing. The AArch32 state supports the existing ARM instruction set. The key features of the current ARMv7 architecture, including TrustZone, virtualization and NEON advanced SIMD, are maintained or extended in the ARMv8 architecture.
http://www.arm.com/

NETGEAR Continues Fast Growth - Up 28% YoY

NETGEAR reported net revenue for the third quarter ended October 2, 2011 of$301.8 million, as compared to $236.0 million for the third quarter ended October 3, 2010, and as compared to $291.2 million in the second quarter ended July 3, 2011. Net income, computed in accordance with GAAP, for the third quarter of 2011 was $26.7 million, or $0.70 per diluted share.


Patrick Lo, Chairman and Chief Executive Officer of NETGEAR commented, "We are extremely pleased with our Q3 2011 financial performance amid a challenging macroeconomic environment. Our Retail Business Unit revenue was up 18% sequentially, and up 10% over the prior year quarter, while the Commercial Business Unit revenue was up 18% sequentially, and up 21% over the prior year quarter. As expected, the Service Provider Business Unit revenue was down 21% sequentially, reflective of a one-time order from a major service provider in the previous quarter. On a year-over-year basis, service provider revenue was up 85%.:http://www.netgear.com

Motorola Mobility Posts Q3 Financials, Xoom Tablet Sales Fall Flat

Motorola Mobility reported net revenues of $3.3 billion in the third quarter of 2011, up 11 percent from the third quarter of 2010. The GAAP net loss in the third quarter of 2011 was $32 million, or $0.11 per share, compared to a net loss of $34 million, or $0.12 per share, in the third quarter of 2010.


Mobile Devices net revenues in the third quarter were $2.4 billion, up 20 percent compared with the year-ago quarter. The GAAP operating loss was $41 million compared to an operating loss of $43 million in the year-ago quarter.


The company confirmed the shipment of 100,000 Xoom Android tablets in Q3, down significantly from earlier quarters.


Home segment net revenues in the third quarter were $825 million, down 10 percent compared with the year-ago quarter. GAAP operating earnings were $54 million, compared to $49 million in the year-ago quarter.


The company believes the acquisition by Google to be on track for closing later this year or early next year. Motorola Mobility will hold a special meeting of stockholders on Nov. 17, 2011, to seek stockholder approval of the proposed merger with Google.

http://motorola.com/mobility
  • Apple shipped over 11 million iPad2s in Q3.

PMC-Sierra Posts Q3 Revenue of $173 Million, up 7% YoY

PMC-Sierra reported Q3 revenue of $173.3 million, a sequential increase of 1% compared with $171.0 million in the second quarter of 2011, and 7% higher than net revenues of $162.3 million in the third quarter of 2010. GAAP net income was $47.3 million, or $0.20 per diluted share, compared with GAAP net income in the second quarter of 2011 of $16.7 million, or $0.07 per diluted share.


“Our third quarter results were solid given the difficult economic environment,�? said Greg Lang, president and chief executive officer of PMC. “While macro concerns impact our near-term outlook, PMC is well-positioned to deliver the infrastructure required to support explosive traffic growth on storage, mobile and optical networks.�?http://www.pmc-sierra.com

AppliedMicro Positions 64-bit ARM "X-Gene" for Next Gen Infrastructure

AppliedMicro introduced its "X-Gene" 64-bit, multi-core ARM architecture for next-generation infrastructure, including cloud computing, wireless infrastructure, enterprise networking, storage and security applications.


The new X-Gene multi-core processors leverage high-performance ARMv8 compliant cores operating at up to 3.0 GHz and are designed for full CPU and I/O virtualization in next generation of cloud computing.


AppliedMicro said its server-on-a-chip will combine multiple ARMv8 compliant 64-bit cores and a high-performance terabit coherent fabric with on-chip 10-Gigabit LAN, storage and WAN physical layer IP. It will also feature a 100-Gigabit per second inter socket communications interface to extend coherency to multi-chip configurations. The SoC design uses server-class dynamic power management during the idle state to achieve an unprecedented level of standby power of less than 300mW. The company expects first samples in the second half of 2012.


AppliedMicro also confirmed TSMC as its fab partner.


"The current growth trajectory of data centers, driven by the viral explosion of social media and cloud computing applications, will continue to accelerate," said Dr. Paramesh Gopi, President and CEO of AppliedMicro. "In offering the world's first 64-bit ARM architecture processor, we harmonize the network with cloud computing and environmental responsibility. Our next-generation of multicore SoCs will bring in a new era of energy efficient performance that doesn't break the bank on a limited power supply. In doing so, AppliedMicro becomes a more complete cloud computing technology provider for one of the hottest growth drivers in the industry." http://www.apm.com

Cool Demo: Cavium's Small Cell Base Station


Cavium's recently introduced small cell “Base Station on a chip�? is being used to deliver eight simultaneous connections, including streaming of five HD videos, at the maximum possible data throughput.
This demonstration platform, which was shown at the 4G World show last week in Chicago, consists of a commercially available 4G/LTE client, an OCTEON Fusion Technology based eNodeB base station, Cavium's FusionStack eNodeB software, and a commercial 4G/LTE EPC (Evolved Packet Core) solution.
The demo shows how an LTE base station can be shrunk to the size of an iPad. http://www.cavium.com

  • In October, Cavium introduced its small cell "Base Station-on-a-chip" family for LTE and 3G networks.

    The new OCTEON Fusion series, which builds on the company's established L2-L7 presence in existing wireless infrastructure, combines Octeon's MIPS64 based multi-core architecture with purpose-built Baseband DSP cores, extensive LTE/3G hardware accelerators and digital front end (DFE) functionality into a single chip. This enables very small footprint designs, including picocell and micro base stations, with a minimal bill-of-materials (BOM) and power envelopes.


    Significantly, the new OCTEON Fusion can be used for small cell LTE base stations scaling from 32 users to 300+ users and up to dual 20MHz carriers, making it a more powerful small cell base station solution than its competitors.

Motorola Solutions Reports Strong Q3, Raises Outlook

Motorola Solutions reported Q3 sales of $2.1 billion, up 10 percent from the third quarter of 2010 and driven by solid demand in all regions across both its Government and Enterprise segments. GAAP operating earnings in the third quarter of 2011 were $253 million or 12 percent of sales, compared to $211 million or 11 percent of sales in the third quarter of 2010. GAAP earnings per share from continuing operations were $0.45, compared to a GAAP loss of $0.04 in the third quarter of 2010.


“Our customers continue to invest in solutions that increase revenues and improve operating efficiency,�? said Greg Brown, chairman and CEO of Motorola Solutions. “In addition to our robust growth this quarter, we returned significant capital to shareholders. We repurchased $744 million of stock, initiated our dividend and generated very strong operating cash flow.�?


Government segment sales were $1.4 billion, up 9 percent from the year-ago quarter. Enterprise segment sales were $726 million, up 13 percent from the year-ago quarter.


Motorola Solutions also raised its expected full-year revenue outlook to approximately 7 percent growth with operating earnings of approximately 16.5 percent of sales. Fourth-quarter sales are expected to grow between 2 and 3 percent compared with the fourth quarter of 2010 and approximately 7 percent compared with the third quarter of 2011. http://investors.motorolasolutions.com

FCC Transforms USF/ICC Into "Connect America Fund"

The FCC voted unanimously to approve significant reforms to the Universal Service fund and Inter Carrier Compensation (ICC), while creating a new "Connect America Fund" aimed at extending broadband to rural areas of the country.


FCC Chairman Julius Genachowski described the vote as " a once-in-a-generation overhaul of universal service, keeping faith with the nation's long commitment to connecting all Americans to communications services."


The FCC estimates that approximately 500,000 jobs will be created over the next six years by expanding high-speed Internet access to over 7 million Americans living in rural areas. For the first time, the FCC also made mobile broadband into an independent universal service objective.


Some highlights of the reforms:


Puts the country on the path to universal broadband within a decade.


The Mobility Fund will expand advanced mobile broadband access to tens of thousands of road miles, including dedicated support for Tribal areas.


Intercarrier compensation reform aims to eliminate hidden costs in consumer bills, providing economic benefits to long distance and wireless consumers across the nation of $2.2 billion annually in the form of lower prices, better value for the money, or both.


The FCC estimates consumers may pay, on average, an additional 10 to 15 cents a month on their bills. No additional charges can be imposed on consumer phone bills that are at or above $30 a month (inclusive of most fees consumers pay on their bills), nor can such charges be imposed on low income consumers served by the FCC's Lifeline program.


The budget for the Connect America Fund is set at $4.5 billion per year. Market-based mechanisms, including
competitive bidding, will be used to distribute money more efficiently.


Intercarrier Compensation Reform includes new rules to address "phantom traffic," i.e., calls for which identifying information is missing or masked in ways that frustrate intercarrier billing. Specifically, the new rules require telecommunications carriers and providers of interconnected VoIP service to include the calling party's telephone number in all call signaling, and require intermediate carriers to pass this signaling information.


The initial ICC reforms focus on reducing terminating switched access rates, which are the principal source of arbitrage problems today. The approach seeks to promote migration to all-IP networks while minimizing the burden on consumers and staying within the universal service budget.
unaltered, to the next provider in a call path. http://www.fcc.gov

Sony to Buyout Ericsson's Share in Sony Ericsson

Sony will pay EUR 1.05 billion in cash to acquire Ericsson's 50 percent stake in Sony Ericsson Mobile Communications AB. The mobile handset vendor will become a wholly-owned subsidiary of Sony when the deal closes in January 2012.


Sony said it plans to rapidly integrate smartphones into its broad array of network-connected consumer electronics devices - including tablets, televisions and personal computers. http://www.sonyericsson.com

  • In 2001, Ericsson and Sony merged their mobile phone businesses worldwide and they have run it as a 50/50 venture ever since.

See also