Friday, November 7, 2014

Equinix Announces Another $43M Data Center in Tokyo

Equinix announced its newest data center expansion in Japan.  TY5, which is located near Tokyo’s financial district and in close proximity to the Japan Exchange and Tokyo Commodity Exchange, will provide a total capacity of 725 cabinets with 350 available in the first phase and 375 in the second. With 54,663 square foot of space, TY5 is located in a single tenant facility for improved design and physical security, with 24x7x365 security officers and CCTV. Scheduled to open in Q1 2016, it is being built in close proximity to TY3 to streamline operations.

“TY5 will be built in response to the various demands being driven by the digital economy across the cloud, mobile and financial services industries. As Tokyo is a major international finance center that houses some of the world’s largest investment banks, trading platforms and insurance companies, it is important that we provide the necessary interconnection services to meet these increasing demands. The new TY5 data center will do just that, as customers will have direct access to Equinix’s established financial ecosystem in TY3," stated Kei Furuta, managing director, Equinix Japan.

Huawei Supports University of Surrey’s 5G Innovation Centre

Huawei announced its support for the University of Surrey’s 5G Innovation Centre (5GIC) based in Guildford, England.

Specifically, Huawei will collaborate as part of the 5GIC’s work to develop the world’s first 5G test bed, based at the University’s campus, where emerging 5G technologies will be tested in a real-world environment. As one of the founding members of the 5GIC, Huawei has provided expertise in and equipment for large scale radio access for the test bed. Overall, Huawei is investing £5m in the 5GIC, part of the $600m the company is committing to 5G research and innovation globally by 2018.

The test bed will take just over one year to complete and will be built in three separate phases. The first phase will be operational by April 2015 and will be used collaboratively by 5GIC researchers and industry partners to develop and test advanced technologies and actively contribute to shaping the communications standards of the future.

Thursday, November 6, 2014

Juniper Virtualizes its Flagship MX Edge Router

Juniper Networks introduced a virtualized version of its flagship MX Series 3D Universal Edge Routing platform, enabling it to operate as software on x86 servers.  The move brings the full feature set and functionality of the company's edge routers to cloud infrastructure.

Juniper said it expects customers will combine the new vMX with its existing physical router portfolio in a common operations model. The virtualized MX implementations bring agility in deployment, scalability and service flexibility, while the physical version powered by the company's proprietary chipsets will deliver highest performance. In particular, the vMX enables new service creation and delivery models by reducing the risks and costs associated with a hardware-centric service roll-out.  Service providers with MX edge routers deployed in their networks can more cost effectively expand the reach of the network by leveraging x86. With the vMX, carrier-grade routing can be deployed in the time it takes to spin up a virtual machine, scaled elastically with virtual capacity, and if the need arises, migrated to the high-performance physical MX Series platforms for high-volume workloads.

"Juniper Networks' heritage is rooted in its willingness to challenge the status quo. Today, Juniper is once again redefining the industry by giving customers the freedom to leverage the benefits of both physical and virtual networking. How committed are we? We've virtualized our number-one selling routing platform so that our customers can increase service satisfaction, improve brand value and protect their profit margins. That's how much we believe in our customer's success," said Rami Rahim, executive vice president of Juniper Development and Innovation, Juniper Networks.

"AT&T is testing vMX for use in its software-defined network architecture. With the rapid pace of innovation required to meet increasing customer demands, our industry needs to shift network infrastructures from hardware-centric to software-centric such that the network behaves as flexibly as the cloud. AT&T's Domain 2.0 initiative embodies this shift," stated Susan Johnson, senior vice president of Global Supply Chain, AT&T.

  • Juniper first launched its MX platform in 2006.
  • In October 2013, Juniper announced line-card enhancements and a new switch fabric for its SDN-ready, MX Series 3D Universal Edge Router portfolio.  The upgrades significantly expand system capacity, subscriber bandwidth and service performance. 
    The new line cards increase per-slot bandwidth up to 520 Gbps and offer hardware support for as many as 128,000 subscribers, enabling cost-effective subscriber concentration. The new switch fabric module more than doubles the capacity of several key MX 3D platforms, including the widely deployed MX960 and enhanced service cards for the entire MX Series portfolio. These new service cards enable up to three times the per-slot capacity and up to four times the service density of similar modules offered by other vendors.

    The enhancements are compatible with tens of thousands of MX Series 3D Universal Edge platforms deployed by service provider, cable and enterprise networks globally. The upgrade path supports SDN capabilities, including those powered by Juniper’s Contrail SDN controller.

Juniper Intros OpenStack-based Contrail Cloud

Juniper Networks introduced Contrail Cloud, a new OpenStack-based software platform for cloud resource orchestration and lifecycle management that brings together compute, network, storage and virtualization.

Contrail Cloud works with Contrail Networking, formerly known as Juniper Networks Contrail SDN Controller, to provide the foundation, framework and ecosystem that enables the delivery of a turnkey NFV solution. It delivers virtual network functions (VNFs) such as Juniper Networks Firefly Perimeter, a fully virtualized security solution that includes firewall, antivirus, antispam and Intrusion Prevention System (IPS).

Juniper's Contrail Cloud is supported by a broad set of technology partners, including Amdocs, Akamai and Canonical.

Juniper is also introducing new Junos DevOps capabilities for all of its routing platforms.

The new Junos Continuity is a feature enhancement designed to allow new hardware features or upgrades to be inserted without having to update the OS version, avoiding costly qualification testing.  It will launch in Q1 2015.

Dell, Brocade and Intel Collaborate on Open-standard NFV

Dell, Brocade and Intel have collaborated to deliver new NFV solutions for telecom service providers.

Specifically, Dell has added the Brocade Vyatta vRouter software to its newly introduced NFV platform, which is powered by Intel’s Data Plane Developers Kit (DPDK) and the Xeon E5-2600v3 processor.

Brocade’s latest vRouter (v5600) is the first 10Gbps+ virtual router capable of providing advanced routing in software.  It leverages the Intel DPDK to outperform the previous generation (v5400) and features high-performance virtual routing, stateful firewall, VPN functions and Layer4-7 application delivery service.

  • In October, Dell introduced its deployment-ready NFV platform, which consists of its new Intel Xeon-powered 13th generation PowerEdge servers, Dell Open Networking, and software from open ecosystem partners and open source distributions. The platform also includes foundational software and open interfaces for Management and Orchestration (MANO) for simple operation and ease of integration.  Key marketing points:

  • Open and Standard: The Dell NFV platform is built on Dell PowerEdge servers with the latest Intel Xeon E5-2600v3 processors combined with the innovative open networking platforms and a rich set of open interfaces ensuring maximum interoperability, manageability, and investment protection.  
  • Scalable in Any Direction: The Dell NFV platform can scale easily—up, down, or out—to accommodate a wide range of design goals, service capabilities and environmental conditions from small, unstaffed points-of-presences, to central office environments, and to hyperscale data centers. This includes options for Network Equipment-Building System (NEBS) platforms, Fresh-Air systems and modular/containerized solutions.
  • Driving Open Source Innovation: The Dell NFV platform aims to provide a choice of software stack to complement Dell’s infrastructure and management software. This announcement extends Dell’s collaboration with Red Hat to co-engineer OpenStack-based NFV and SDN solutions specifically for the telecommunications industry.  
  • Open Partner Ecosystem: Dell will foster an open partner ecosystem and welcomes participation and engagement without exclusivity across all functional areas. 
  • Dell is making contributions to the Open Compute Project for disaggregating server elements
  • Dell is backing the Linux Foundation’s Open Platform NFV Project (OPNFV) enabling open source reference implementations.
  • Dell and Red Hat will make NFV test equipment available in their respective customer labs to demonstrate their joint offering.

Zayo Plans Low-Latency Fiber from NYSE to NJ Data Centers

Zayo announced the availability of a dark fiber route between the New York Stock Exchange (NYSE) Data Center facility at 1700 MacArthur Blvd in Mahwah, New Jersey and 755 Secaucus Road, outside of New York City. The new route is the shortest, lowest latency fiber route currently available between the two key facilities, providing financial institutions with the reliable, high-bandwidth connectivity required for trading and transporting financial data. The route offers reduced latency from Mahwah to major data centers via 755 Secaucus Road, including 1400 Federal Blvd in Carteret, 300 Boulevard East in Weehawken, 60 Hudson Street in New York, and 111 8th Ave in New York. Zayo will also offer a fully diverse ring solution between Mahwah and 755 Secaucus Road.

The new fiber route is engineered at 38.8 km and is connected to Zayo’s extensive New Jersey/New York dark fiber network, which spans more than 500 route miles. The project is expected to be complete early in the first quarter of 2015.

Infonetics: Carrier SDN and NFV to reach $11 billion by 2018

The global carrier SDN and NFV hardware and software is forecast to grow from less than $500 million in 2013 to over $11 billion in 2018, according to a new report from Infonetics Research.

The new 46-page report provides detailed analysis of the SDN and NFV markets and their many facets—from SDN router and switch hardware and software, to the many categories of NFV, particularly the virtualized network functions (VNFs) comprising policy (policy and charging rules function [PCRF] and deep packet inspection [DPI]), the mobile packet core and evolved packet core (EPC), IP multimedia subsystem (IMS), and security.

Some highlights:

  • NFV represents the lion’s share of the combined SDN and NFV market, from 2014 out to 2018
  • The value of NFV is in the virtualized network functions software—the applications—rather than the orchestration and control; VNF makes up over 90% of the NFV software segment
  • SDN and NFV exemplify the telecom industry’s shift from hardware to software: SDN and NFV software are projected to make up of three-quarters of total SDN/NFV revenue in 2018

“For three years, the telecom industry has been abuzz over SDN and NFV, with anticipation and hard work developing the vision, goals, architectures, use cases, proof-of-concept projects, field trials, and even some commercial deployments. We’ve been gathering data in this early market for nearly two years and are projecting the global service provider SDN and NFV market to reach $11 billion in 2018,” says Michael Howard, Infonetics Research's co-founder and principal analyst for carrier networks.

Arista Posts Q3 Sales of $155.5 Million, up 53% YoY

Arista Networks reported Q3 revenue of $155.5 million, an increase of 53.0% compared to the third quarter of 2013, and an increase of 12.7% from the second quarter of 2014. GAAP gross margin was 64.9%. GAAP net income came in at $21.9 million, or $0.30 per diluted share, compared to GAAP net income of $11.9 million, or $0.20 per diluted share, in the third quarter of 2013.

“We had good performance in Q3 2014 as we shipped our three millionth port this quarter and achieved a record $155.5 million in revenue, growing 53% year over year,” stated Jayshree Ullal, Arista President and CEO. “The flagship Arista 7500E Spine and X-Series Spline products continue to drive our customer demand.”

Arista also announced that Morgan Stanley & Co. LLC and Citigroup Global Markets, Inc., the lead joint book-running managers and representatives of the underwriters in Arista’s IPO in June 2014, at the request of Arista, have agreed to release the lock-up restrictions for Arista employees for up to 50% of the shares of Arista common stock held by them effective November 11, 2014. This will increase the public float for investors and allow its employees additional time in 2014 for liquidity prior to commencement of its quarter end blackout period.

Radisys Posts Q3 Revenue of $51 Million, Non-GAAP Profitability

Radisys reported third quarter 2014 revenues of $50.8 million and a GAAP net loss of $4.5 million or $0.12 per diluted share. Third quarter non-GAAP profit was $0.7 million or $0.02 per diluted share.

“As we continue the transformation of Radisys, I’m pleased we met the guidance set in August and returned the company to non-GAAP profitability. Our continued progress in driving our strategy combined with a relentless focus on improving operational efficiencies and reducing cost have yielded steadily improving financial results over the prior four quarters," stated Brian Bronson, Radisys President and Chief Executive Officer.

Radisys noted 30+ MRF trials in support of both Voice over LTE (VoLTE) and WebRTC deployments that leverage its media processing expertise with either its full media processing platform or its virtualized software-only MRF.

Brocade Appoints Kevin Shatzkamer as CTO Mobile Networking

Brocade announced the appointment of Kevin Shatzkamer as Distinguished Engineer and CTO Mobile Networking. He joins other high-profile hires in the Brocade Office of the CTO, including David Meyer, Tom Nadeau, and Benson Schliesser.

Previously, Shatzkamer served as a Distinguished Engineer at Cisco. He also currently serves as a board advisor for a number of companies, including DataRPM, Voltserver, and Penthera Partners.

Shippable Raises $8 Million for Containerized Continuous Delivery Platform

Shippable, a start-up based in Seattle, raised $8 million in Series A funding for its containerized continuous integration and delivery platform.

The idea is to accelerate application development testing. Shippable runs on Amazon Web Services (AWS) and is natively built on Docker, an open source project that is rapidly driving adoption of “containerization.”  The Shippable platform can abstract containerization, thus not requiring any changes to how code is written or deployed.

Shippable is available as a hosted service and Dedicated Hosts hybrid model and is free for unlimited public and private repositories.

Shippable claims the following benefits:

  • Automated Functional Testing with instant, on demand dev/test environments that are containerized replicas of production
  • Hybrid labs that can seamlessly grow or shrink across on-premise and cloud machines with changes in workloads
  • Continuous integration and delivery with an automated pipeline from “code to production”

The funding round was led by Madrona Venture Group with participation from existing investors including Paul Allen’s Vulcan Capital, Divergent Ventures and Founders Co-Op.

“The phrase ‘continuous integration’ is a misnomer. Traditional CI tools like Jenkins only help automate unit tests, and functional testing on staging environments is still predominantly manual and not really ‘continuous.’ We have created a modern CI platform that automates the entire delivery pipeline and makes fast and agile releases possible for all enterprises,” said Avi Cavale, founder and CEO of Shippable. “We’re really thrilled to work with Madrona.  They have supported us and watched us grow since our seed round and will be great partners as we expand our business to the enterprise and beyond.”

Docker Hires VMware Exec for Key Engineering Role

Docker has hired Marianna Tessel to serve as senior vice president of engineering. Tessel will be responsible for rapidly growing the global engineering team, supporting and expanding the thriving partner ecosystem, and addressing the technology demands put forth by Docker’s customers and partners.

She joins Docker from her former position as a long time vice president of engineering at VMware, where she was responsible for technology collaborations in all areas of VMware technologies, including computer, storage, networking and cloud. Tessel was also responsible for developing various VMware vSphere subsystems and pioneered multiple efforts while at VMware including vSphere integration to OpenStack and an engineered solution practice.

Wednesday, November 5, 2014

Google Lists Carrier Interconnect Partners and Pricing

Equinix, IX Reach, Level 3, TATA Communications, Telx, Verizon, and Zayo are the initial service providers supporting the newly launched Google Cloud Interconnect service.

Google Cloud Interconnect provides dedicated connections into edge locations of Google's global network via the service provider partners. Google also offers direct peering at 70 points of presence across 30 countries.

Interconnect egress is priced at up to a 50% discount compared to regular Internet egress, with no additional port fees. Ingress is free.

Google lists the following Interconnect Egress prices per GB:

  • North America - $0.04
  • Europe - $0.05
  • Asia-Pacific - $0.06

In addition, Google announced boosted TCP throughput and connections per second limits for its Andromeda network virtualization stack. Andromeda enables Cloud Platform networking services such as firewalls, routing and forwarding rules using Google's internal APIs and infrastructure. Andromeda's TCP throughput for a single stream has now been boosted from 2 Gbps to over 3 Gbps.  For 200 streams, Andromeda now delivers 5 Gbps of TCP throughput.

Equinix Cloud Exchange Delivers Direct Access to Google Cloud

Equinix is launching direct access to Google Cloud Platform in 15 markets worldwide via its Equinix Cloud Exchange.

Specifically, Equinix will offer up to a 10Gb connection to Google cloud services with full bursting capabilities, enabling applications running in a private cloud to “burst” into the public cloud for computing capacity when demand surges.

Equinix will manage multiple IP addressing methods for enterprise customers including customer-provided addresses, local LAN addressing and Google-provided IP addressing providing maximum flexibility in how they access Google Cloud Platform.

Equinix said its connections will be enterprise-grade, with guaranteed bandwidth to Google’s network edge. Access to Google Cloud Platform will be available through the Equinix Cloud Exchange in 15 markets spanning the Americas, Europe and Asia Pacific, including Amsterdam, Atlanta, Chicago, Dallas, Frankfurt, Hong Kong, London, Los Angeles, New York, Paris, Seattle, Silicon Valley, Singapore, Tokyo and Washington, D.C.

“Offering flexible, low-latency connections to the cloud is the primary goal of the Equinix Cloud Exchange, and adding Google to our impressive portfolio of cloud providers will be well received by our customers. By offering direct access to cloud services such as Google’s Cloud Platform, enterprises will now have multiple high-performance connectivity options to enable their hybrid cloud strategies,” stated Ihab Tarazi, chief technology officer, Equinix.

Cisco Forecasts 2018 Global Data Center Traffic Trends

By 2018, global data center traffic will reach 8.6 zettabytes per year with 76% of all data center traffic originating in the cloud, according to the newly published Cisco Global Cloud Index (GCI). Globally, cloud data center traffic will grow 3.9-fold by 2018, at a CAGR of 32% from 2013 to 2018.

The Cisco report assesses regional and country-level cloud-readiness by comparing average network speeds and latencies (fixed and mobile).

"When people discuss cloud, they often focus on public cloud services or public cloud storage services. However, a very significant majority of today's cloud workloads are actually processed in private cloud environments. Even with public cloud workloads having significant growth, by 2018, almost 70% of cloud workloads will still be private cloud-related, requiring the ability of workloads to bridge across a hybrid private/public cloud environment," said Kelly Ahuja, Cisco, Senior Vice President, Service Provider Business, Products, and Solutions.

Some highlights of the Cisco Global Cloud Index:

  • By 2018, 53% of all residential Internet users globally will use personal cloud storage, and the average consumer cloud storage traffic per user will be 811 megabytes per month by 2018, compared to 186 megabytes per month in 2013.
  • By 2018, 69% (113.5 million) of the cloud workloads will be in private cloud data centers, down from 78% (44.2 million) in 2013, and 31% (52 million) of the cloud workloads will be in public cloud data centers, up from 22% (12.7 million) in 2013.
  • By 2018, traffic between data centers and end users will reach 1.5 ZB annually (17% of total data center tra ffic). 0.7 ZB (8%) will come from traffic between data centers, such as replication and interdatabase links. But the vast majority of data center traffic, 6.4 ZB (75%), will still be coming from within the data center, such as storage, production, development, and authentication traffic.
  • The countries with the leading fixed network performance in 2014 are (in alphabetical order) Hong Kong, Japan, Korea, Luxembourg, the Netherlands, Romania, Singapore, Sweden, Switzerland and Taiwan.
  • The countries with the leading mobile network performance in 2014 are (in alphabetical order) Australia, Belgium, China, Denmark, Korea, Luxembourg, New Zealand, Oman, Qatar and Uruguay.

Equinix: Study Finds Widespread Deployment of Multi-Clouds in 2015

The vast majority of IT decision makers plan to implement multi-cloud architectures in the coming year, according to a survey conducted by Dimensional Research and sponsored by  +Equinix.  The survey looked at key drivers for implementing a multi-cloud enterprise strategy, including reasons to consider an interconnected colocation data center.

Survey respondents indicate they plan to deploy multiple, geographically dispersed clouds in 2015, and 74 percent are budgeting for a multi-cloud migration strategy. Over the next 12 months, a significant number of business applications such as storage/backup, disaster recovery and business intelligence, among others, will be deployed to the cloud, and many of those workloads with third-party colocation providers.

“What surprised us about this survey is how quickly multi-cloud strategies are becoming the norm worldwide. Businesses have discovered that collocation provides a meaningful ROI for WAN optimization and it is clear that multi cloud deployment will improve the ROI even more,” stated Ihab Tarazi, chief technology officer, Equinix.

The survey comprised IT executives (44 percent), IT managers (54 percent), and IT service providers (2 percent).  Here are some highlights:

  • 77 percent plan to deploy to multiple clouds in the next 12 months- 91 percent of new cloud-based offerings will be deployed in their organization over the next 12 months
  • 91 percent of new cloud-based offerings will be deployed in their organization over the next 12 months
  • 45 percent of new cloud-based apps will be deployed at a third-party colocation provider
  • 87 percent indicate that interconnection is required to meet cloud performance objectives
  • 85 percent indicate that direct connections to cloud providers are highly valued; security being the top attribute associated with direct connections
  • 74 percent expect a larger budget in 2015 for cloud services

China Telecom Tests Huawei's Transport SDN Controller

China Telecom Fujian (Fujian Telecom) and China Telecom Beijing Research Institute have tested Huawei's Transport SDN controller for implementing an intelligent private line Bandwidth on Demand (BoD) app for VIP customers.

The idea is to let VIP customers apply for private line services online, which would then be provisioned immediately over the optical transport network. In addition, tenants can adjust the service bandwidth of private lines in real-time based on traffic volume, making full use of bandwidth resources.   '

Zha Jun, President of Huawei Fixed Network Product Line, said, "Huawei cooperated with China Telecom to deploy the innovative BoD private line app based on the transport SDN. The deployment is a key milestone that effectively pushes progress of the transport SDN industry. Huawei will continue to cooperate with China Telecom in developing cutting-edge 400G, 1T, 2T, and SDN technologies, and building a flexible, synergetic, intelligent, and open next-generation transport network."

CenturyLink Sees Growth with High-Bandwidth Services

CenturyLink reported operating revenues for third quarter 2014 of $4.514 billion compared to $4.515 billion in third quarter 2013. Core revenues were $4.08 billion, a 0.6% year-over-year decline, compared with a 1.0 % year-over-year decline in third quarter 2013. Revenue from high-bandwidth data services grew approximately 17% year-over-year across business and wholesale customers.  GAAP net income for third quarter 2014 was $188 million compared to a net loss of $1.05 billion for third quarter 2013, and diluted earnings per share for third quarter 2014 was $0.33 compared to a net loss per share of $1.76 for third quarter 2013.

"CenturyLink's third quarter results reflect our continued success in meeting the demand from business customers for high-bandwidth data services, colocation, managed hosting, cloud and IT services," said Glen F. Post III, chief executive officer and president. "In our Business segment, high-bandwidth data services revenue, including MPLS, Ethernet and Wavelength, grew nearly 12% year-over-year and we achieved year-over-year revenue growth in this segment for the fifth consecutive quarter. We expect the expansion of our symmetrical 1 gigabit service to 16 cities that we announced in August to create additional opportunities to drive strategic revenue growth from businesses and consumers in the months ahead."

Some highlights by customer segment


  • Revenue growth driven by increased high-speed Internet and CenturyLink Prism TV customers.
  • Strategic revenues were $712 million in the quarter, a 6.4% increase over third quarter 2013.
  • Generated $1.49 billion in total revenues, a decrease of 0.8% from third quarter 2013, reflecting the continued decline in legacy services offsetting the growth in strategic services.
  • Added approximately 14,000 CenturyLink Prism TV customers during third quarter 2014, increasing penetration of the more than 2.2 million addressable homes to approximately 10.3%.


  • Revenue growth driven by continued demand for high-bandwidth data services and solid sales momentum.
  • Strategic revenues were $677 million in the quarter, a 6.1% increase over third quarter 2013, driven by strength in high-bandwidth offerings such as MPLS, Ethernet and Wavelength services.
  • Generated $1.57 billion in total revenues, an increase of 1.6% from third quarter 2013, as growth in high-bandwidth offerings and data integration revenues offset lower legacy services revenues. Data integration revenues were $22 million higher in third quarter 2014 compared to third quarter 2013.
  • Continued strong sales momentum in third quarter with solid sales funnel entering fourth quarter and continued success in sales of Managed Office and Managed Enterprise solutions.


  • The Wholesale segment ended the quarter with approximately 21,000 fiber-connected towers, an increase of 17% from third quarter 2013.
  • Strategic revenues were $560 million in the quarter, down slightly from third quarter 2013, as increases in wireless carrier bandwidth demand and Ethernet sales were offset by declines in low-speed data revenues.
  • Generated $843 million in total revenues, a decrease of 4.0% from third quarter 2013, reflecting the continued decline in low-speed data revenues and in legacy revenues, primarily driven by lower long distance and switched access minutes of use, along with access rate reductions from implementation of the CAF Order.
  • Completed approximately 1,200 fiber builds in third quarter 2014 and remain on track to complete approximately 2,500 for full-year 2014.


  • The Hosting segment grew managed hosting (including cloud) and colocation revenues as cross-selling initiatives and product enhancements continue to strengthen sales opportunities.
  • Operating revenues were $361 million in the quarter, a 5.6% increase from third quarter 2013.
  • Managed hosting revenues were $147 million, representing a 14% increase from third quarter 2013, and colocation revenues were $163 million, a 4.5% increase over the same period a year ago.
  • Launched new private cloud service available on the same industry-recognized platform as CenturyLink's public cloud service, enabling new hybrid IT capabilities.

Qualcomm Posts Revenue of $6.69 billion, up 3% YoY

Qualcomm reported revenue of $6.69 billion for the fourth quarter of its fiscal 2014, up 3 percent year-over-year (y-o-y) and down 2 percent sequentially. Operating income was $1.99 billion, up 25 percent y-o-y and down 4 percent sequentially. Net income came in at $1.89 billion, up 26 percent y-o-y and down 15 percent sequentially.

d. "We are forecasting continued growth of global 3G/4G device shipments in calendar year 2015, particularly in emerging regions. Our fiscal 2015 outlook reflects continued LTE leadership in our semiconductor business and is tempered by the issues we are facing inChina related to our licensing business. Through this time, we remain focused on building our technology leadership in smartphones, while pursuing opportunities to extend our solutions into adjacent areas," stated said Steve Mollenkopf, CEO of Qualcomm.

In its quarterly report, Qualcomm said calendar year 2014 and 2015 global 3G/4G device shipments are expected to be approximately 1.3 billion and 1.5 billion, respectively.

However, its estimate of calendar year 2014 3G/4G device shipments that it currently expects to be reported by its licensees is approximately 1.04 billion to 1.13 billion. The shortfall reflects units that Qualcomm believes may not be reported by customers, are in dispute or are currently unlicensed.

MRV Sees Gains in Network Integration & Optical Transport

MRV Communications reported Q3 2014 revenue of $43.2 million, up 12% from $38.4 million a year earlier. Total net loss was $1.0 million or $0.14 per diluted share.

“During the third quarter of 2014, we grew total revenue 12% due to the continued strong performance of our Network Integration business, which was partially offset by a modest slowdown in our Network Equipment business,” said David Stehlin, MRV’s chief executive officer. “The soft telecommunications capital spending environment in the Americas and EMEA impacted our revenues during the quarter while, at the same time, we continue to transition from older, legacy products to a new, market-leading, packet and optical product portfolio. These new products have distinct market and technical advantages, already recognized by the market.

“OptiDriver, our new optical transport platform, continues to perform well. In the third quarter, we increased our total customer count to more than 30 by adding 15 customers, 9 of whom are new users of MRV optical transport solutions. Notably, we won our first multi-million dollar contract from a large regional North American communications service provider in the quarter."

Network Equipment revenue was $22.0 million, down 4%, primarily reflecting the current capital spending environment in the telecommunications market.  Network Integration revenue was $21.2 million, up 36% primarily due to growth in project related product sales.