Tuesday, October 24, 2017

Juniper posts Q3 revenue of $1,257.8 million, trims outlook

Citing ongoing large deployment timing delays by some major customers, Juniper Networks reported Q3 expected net revenues of $1,257.8 million, a decrease of 2% year-over-year and 4% sequentially. GAAP net income was $174.4 million, an increase of 1% year-over-year and a decrease of 3% sequentially, resulting in diluted earnings per share of $0.46. Juniper's GAAP operating margin was 19.4%, a decrease from 19.5% in the third quarter of 2016, and a decrease from 19.7% in the second quarter of 2017.

Juniper also trimmed its Q4 forecast, saying it now expects Q4 revenues to be approximately $1,230 million, plus or minus $30 million.

"While we are disappointed in our third quarter revenue results which were impacted by timing of switching deployments, we have made significant progress on executing on our cloud strategy," said Rami Rahim, chief executive officer, Juniper Networks. "We believe our deliberate and intentional strategy of focusing on cloud-oriented architectures and solutions has resulted in a strong footprint and a compelling product pipeline. We are excited about the opportunity we have in front of us."



Sckipio hits 4 Gbps aggregate with G.fast

Sckipio has demonstrated over 3.1Gbps of download and 900Mbps of upload on production silicon using Gfast bonding running at 212Mhz on two bonded pairs of CAT-3 wiring (regular copper telephone wires).

The demonstration, which is being conducted at the Broadband World Forum in Berlin, Oct. 24-26, was developed in partnership with software company Civica. The demonstration uses Sckipio’s SCK23000 chipsets, Civica WanStaX software and the Microsemi WinPath network processor.

“Sckipio is pushing Gfast to astonishing speeds with production silicon,” said David Baum, Co-founder and CEO of Sckipio. “No other Gfast solution delivers end-to-end 212a profile bonding.”


ADTRAN offers next-gen mmWave Backhaul and Access with CCS

ADTRAN is teaming with CCS (Cambridge Communication Systems)  to deliver self-organizing mmWave technology for backhaul and access capabilities to wired and wireless operator.

CCS (Cambridge Communication Systems) is the creator of Metnet – a self-organising 5G microwave backhaul for small cell, 5G Fixed Wireless Access (FWA), CCTV and fibre extension applications.

ADTRAN said the global agreement with CCS forms the latest development in its Mosaic Open Network Alliance initiative. It complements ADTRAN’s existing SD-Access based NG-PON2 solution for 5G backhaul, featuring non-service impacting wavelength agility and ultra-low latency to safeguard the extraordinary SLA performance demands of 5G, IoT and other mission-critical services.

“The resiliency, scale and low-latency capabilities of the ADTRAN SD-Access based mmWave solution make it the clear choice for operators seeking an affordable and sustainable 5G rollout, specifically in those instances where backhaul fiber is initially unavailable or impractical,” said Hossam Salib, VP, cable & wireless strategy at ADTRAN.

“We see this open network alliance as driving value for customers around the world by bringing together the global technology leaders for both fixed and wireless access and backhaul solutions,” said Steve Greaves, CEO at CCS. “The combination of our pioneering wireless mesh/SON technology, with ADTRAN’s 5G-ready NG-PON2 solution, offers huge advantages to operators as they pursue next-generation service opportunities and roll out open, software-defined networks.”

ADTRAN Launches Mosaic Open Network Alliance


ADTRAN is establishing a Mosaic Open Network Alliance (Mosaic Alliance) to bring together market participants dedicated to delivering, demonstrating and testing open and proven SDN and NFV solutions. ADTRAN Mosaic serves as the foundation for this program. The company said this new alliance builds on the success of its Mosaic SD-Access platforms. Through the program, ADTRAN is providing operators around the globe a single point of reference for...

Ciena selected for New Batelco Gulf Network

Bahrain Telecommunications Company (Batelco), which is the incumbent carrier in Bahrain, has selected Ciena’s Converged Packet Optical Platform as the foundation for the new Batelco Gulf Network (BGN), which will connect all the countries across the GCC (Gulf Cooperation Council) in the Arabian Gulf region. Financial terms were not disclosed.

BGN will operate state-of-the-art OTN infrastructure as an alternative to more vulnerable submarine cables. The BGN terrestrial fibre cable extends 1,400km and is managed by Batelco with full control and manageability and can be interconnected with other regional and global cable systems for access to onward connectivity to Europe, Asia, Africa and the rest of the world.

Batelco Chief Global Business Officer Adel Al-Daylami said that Batelco chose to invest in the Batelco Gulf Network as a fully owned and managed terrestrial fiber optic cable network, thus providing the country a new state of the art international gateway that will enable Bahrain to meet the growing demand for data services and applications.

Ciena Vice President and General Manager EMEA, Keri Gilder said, “Ciena is delighted to partner with Batelco on the Batelco Gulf Network, which will enhance communications and deliver world class networking services for customers, and position Bahrain as a regional leader and innovator in telecoms services. Ciena is committed to supporting Batelco through our extensive global experience and expertise, and comprehensive professional services in the region, to deliver highly secure and reliable connectivity to Batelco and its customers.”


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Monday, October 23, 2017

Cisco to acquire Broadsoft for collaboration software

Cisco agreed to acquire BroadSoft $55 per share, in cash, for an aggregate price of $1.9 billion. The companies said the deal is driven by the opportunities presented for business collaboration tools, especially integrated experiences across meetings, calling and contact centers, both on-premise and in the cloud.

Broadsoft, which is based in Gaithersburg, Maryland, is a leading provider of unified communications (UC) software and services. It Broadsoft Business product is an open communication suite with mobility and security features for enterprises. Its flagship BroadWorks application software lets service providers deploy an extensive portfolio of business communications and collaboration services from a common network platform. BroadWorks operates in IMS and next-generation network configurations, delivering services over traditional wireline, mobile (2G, 3G, VoLTE, WiFi), wireless and cable networks. In cloud UC call control new line shipments, Broadsoft claims the largest market share (followed by Cisco), with UC installations by 25 of the world's top service providers, for over 3 million lines installed.

As of the end of 2016, BroadSoft had 1,597 employees in 23 countries, including 732 in the U.S.

Broadsoft total revenues:

2012 - $165 million
2013 - $178 million
2014 - $217 million
2015 - $279 million
2016 - $341 million

"We are excited about this transaction, which represents the culmination of a robust process undertaken by BroadSoft's Board of Directors to maximize shareholder value," said Michael Tessler, president and CEO, BroadSoft. "As businesses continue to move toward the cloud in search of simplicity and speed, joining Cisco will allow us to deliver best-in-class collaboration tools and services. BroadSoft's hosted offerings, sold through the Service Providers and aimed at small and medium businesses, are highly complementary to Cisco's on-premises and enterprise-centric HCS offerings. Together, we can inspire teams to create, collaborate and perform in ways never before imagined."

"Cisco recently marked a significant milestone with our 200th acquisition. Acquisitions continue to be a core part of our innovation strategy and over the past two years have helped Cisco accelerate or enter areas such as IoT, application intelligence, AI, hyperconvergence and SD-WAN," said Rob Salvagno, vice president of Cisco Corporate Development. "With the addition of BroadSoft, we expect to accelerate the pace of innovation across our entire collaboration portfolio."

T-Mobile U.S. revenues rise 7% as it adds subscribers

T-Mobile U.S. reported record service revenues of $7.6 billion, up 7% year-over-year, and net income of $550 million, up 50% yoy. The carrier is expected to lead its peers on both metrics.

In a pre-recorded video statement, John Legere, President and CEO of T-Mobile, said "Just step back and look at these financial results - they’re incredible! Record service revenues, record free cash flow, record Q3 Adjusted EBITDA - and that’s on top of 18 quarters in a row with more than one million customers added."

There was no discussion about a possible acquisition offer or merger attempt with Sprint.

Some notable items from the quarterly report

  • Hurricanes - Costs attributed to the multiple hurricanes during Q3 amounted to $31 million. (T-Mobile's network is not fully restored yet in Puerto Rico).
  • ARPU is pretty stable - branded postpaid phone Average Revenue per User (ARPU) was $46.93 in Q3 2017, down 0.3% from Q2 2017 and down 2.5% from Q3 2016 primarily due to the continued adoption of T-Mobile ONE including taxes and fees. Branded prepaid ARPU was a record-high $38.93 in Q3 2017, up 2.4% from Q3 2016, primarily due to the continued growth of MetroPCS customers who generate higher ARPU, partially offset by negative hurricane-related impacts of $0.18.
  • Customer additions - during Q3, T-Mobile added 1.3 million users, bringing the total customer count to 70.7 million. Q3 2017 marks 18 straight quarters in which T-Mobile generated more than 1 million total net customer additions. Branded postpaid additions with 817,000.
  • 600 MHz update - at least 10 MHz covering more than 1.2 million square miles will be clear and ready to deploy in 2017
  • Big retail store expansion - 3,000 total new stores are planned for 2017, with 1,200 new T-Mobile and 1,300 net new MetroPCS stores opened year-to-date.
  • The carrier is raising its 2017 guidance for between 3.3 and 3.6 million new users.

ZTE wins 100G backbone project in India

ZTE has been awarded a 100G WDM Backbone Network Project and metro area network (MAN) construction contract with Idea Cellular, the third largest mobile operator in India with 189 million subscribers.

ZTE’s optical transport key product, ZXONE 9700, obtained 95% market share in the MAN project.

Financial terms were not disclosed.

The ZXONE 9700 is an OTN device with ultra-large cross-connect capacity. It supports up to 64T cross-connect capacity and 100G/beyond 100G rates for long-haul transmission.

SK Telecom tests 802.11ax at 4.8 Gbps

SK Telecom has demonstrated a next gen wireless system based on IEEE 802.11ax operating at up to 4.8 Gbps at its Bundang Center lab in South Korea.

The technology uses four antennas to transmit data and uses 160 MHz bandwidth, twice wider than the gigabit Wi-Fi service, and operates in the 2.4 GHz and 5 GHz spectrums. It leverages OFDMA, Multi-user MIMO as well as the Dynamic Sensitivity Control (DSC) technology.

Once the technology is commercially implemented, SK Telecom believe it will play a tremendous role in delivering sufficient wireless access in any dense traffic scenarios. 

“By introducing the technology for the next generation Wi-Fi that can deliver as fast as 5G technology, we at SK Telecom have successfully laid foundation to offer better mobile services,” said Park Jin-hyo, Senior Vice President and Head of Network Technology R&D Center at SK Telecom. Park added, “We are thrilled to work on the preparation on commercializing the technology and continue to innovate our capabilities to provide differentiated services to our customers.”

GSMA calls for 5G spectrum reform in EU

It is essential that EU institutions reform Europe’s spectrum management if the region is to regain its leadership in mobile techonologies in the 5G era, according to an open letter to EU telecom ministers that was written by Mats Granryd, Director General, GSMA.

Granryd expresses grave concerns "on the current state of discussions on the proposed European Electronic Communication Code (the Code)", arguing that the EU must put aside "long antiquated views of the digital market, and finally set out a forward-looking policy that will enable the European Union to again be seen as a centre of technological innovation."

Key GSMA recommendations for EU policy include:

  • predictability for spectrum licenses, including a minimum licence duration of 25 years with a strong presumption of renewal, a proven way to attract more on-going investment in next generation infrastructure
  • An efficient peer-review mechanism to spur the sharing of best practice in the areas of spectrum award design and procedures
  • Voluntary spectrum sharing to enable competition, innovation and differentiation for the benefit of European citizens
  • Fee structures that move away from short-sighted revenue generation to ones that are reflective of efficient and effective use of spectrum as well as coverage commitments.

SES provides satellite connectivity for Loon balloons over P.R.

SES Networks confirmed that it is providing high throughput and fibre-like satellite connectivity service to Project Loon, the stratospheric balloons that are aiming to deliver 4G/LTE connectivity in disaster-affected Puerto Rico.

The connectivity is provided by SES Networks' O3b FastConnect, a rapidly deployable satellite terminal delivering fibre-like performance.

SES said this effort could not have happened with traditional satellites and could only happen with its fleet of MEO satellites because of its low latency, fiber-like capability.

“Our thoughts are with those whose lives have been impacted by this devastating hurricane," said Steve Collar, CEO of SES Networks. “Access to connectivity is crucial in getting those affected the information and help they need after a natural disaster. We are really pleased to be working with X and their other partners to deploy high-performance connectivity to Puerto Rico and to play a part in the island's restoration efforts.”

Microsoft to add 37 MW of wind power in Ireland

Microsoft has signed a 15-year power purchase agreement (PPA) with GE to purchase 100% of the wind energy from a new, 37-megawatt Tullahennel wind farm in County Kerry, Ireland.

The clean power will be used to support Microsoft cloud services from Ireland.

Microsoft is also working with ElectroRoute, a Dublin-based subsidiary of Mitsubishi, that trades energy across nine European countries.

Zayo diversifies fibre routes from Marseille

Zayo will diversify its fibre infrastucture in the south of France and will offer three fully diverse network routes out of Marseille.

Marseille serves as a strategic gateway and key aggregation point between Europe, Africa and Asia as well as connectivity for subsea cables AAE-1, SEA-ME-WE-5 and several others.

The first route, a low-latency route via Lyon that is fully operational and was announced last year, is available for both dark fiber and 100G wavelengths. The second dark fiber route traverses western France via Bordeaux. The third route connects to Strasbourg via Milan and onto Paris, Frankfurt, London, Amsterdam and other European markets. Zayo is deploying a coherent 100G wavelength system over the existing fiber, which is expected to be fully completed by the end of the year.

Zayo Completes Viatel Acquisition


Zayo completed its previously announced acquisition of Viatel for EUR 98.8 million.  The acquisition adds an 8,400 kilometer fiber network across eight countries to Zayo’s European footprint, including 12 new metro networks, seven data centers and connectivity to 81 on-net buildings. “The acquisition of Viatel’s European network business strengthens our strategic position in Europe and provides customers with access to our fiber network and...


Sunday, October 22, 2017

Rambus validates DDR4 for Arm-based data centers

Rambus validated the interoperability of its DDR4 PHY and the Arm CoreLink DMC-620 Dynamic Memory Controller, which is a fast, single-port Coherent Hub Interface (CHI) for transferring data from its CoreLink CMN-600 (Coherent Mesh Network) to the Rambus DDR4 memory PHY. Together, these IP blocks offer speeds of up to 3200 Mbps, the highest performance memory speed available on the market. Both are DFI 4.0 compliant, allowing the PHY and memory controller to interoperate.

“Design teams face complex challenges in scaling the number of computing cores for advanced datacenter SoCs, while minimizing integration and testing time to ensure faster time-to-market,” said Jeff Defilippi, senior product manager, Infrastructure Business Unit, Arm. “Our collaboration with Rambus removes another degree of difficulty in designing purpose-built SoCs, resulting in higher-performing systems built for the most demanding cloud and enterprise workloads.”

https://www.rambus.com/


Finisar's Flextune simplifies Remote PHY deployments for MSOs

Finisar introduced a new hardware-configurable feature for wavelength-tunable optical transceivers that is designed to simplify the deployment of Remote PHY access networks constructed by Multiple System Operators (MSOs). The Finisar Flextune feature allows up to 96 wavelength-tunable optical transceivers in a Remote PHY network to self-configure their wavelengths to operate over the DWDM infrastructure without input from the host equipment nor intervention from technicians. The feature will be supported on Finisar's 10 Gb/s wavelength-tunable duplex and dual-band bidirectional (BiDi) transceivers.

Finisar described a simplified configuration process for MSOs: technicians insert the universal transceivers into any host port in the headend equipment and remote PHY nodes, and connect them to any of the optical multiplexer ports with fiber optic patch cables. Firmware contained in the transceivers determines the proper wavelengths to link the headend equipment to each Remote
PHY node.

"Wavelength-tunable optical transceivers with the Flextune enhancement significantly reduce operational expenditure for MSOs when deploying Remote PHY networks," stated Shawn M. Esser, Director of Product Management at Finisar. "Cable operators only need to stock one universal wavelength-tunable transceiver compared to stocking many different fixedwavelength
modules. Flextune capability reduces configuration time of the transceivers for a link from hours to minutes. In addition, it simplifies installations because technicians do not have to trace fibers from the optical multiplexer to the Remote PHY nodes, which could be a distance of 2km or longer."

Finisar's recently-launched, tunable dual-band BiDi SFP+ transceiver, which supports this new Flextune feature, fits a pair of wavelengths into each port of standard 100GHz DWDM multiplexers and de-multiplexers, enabling 80 wavelengths to be deployed over existing 40-wavelength DWDM networks, increasing the data capacity from 200 Gb/s to 400 Gb/s in each direction over a single fiber without replacing the entire infrastructure. Because it only has one optical connection for the pair of wavelengths, the BiDi transceiver also reduces the number of fiber optic patch cables by a factor of two, simplifying installation and saving space.

Quantenna samples first full-duplex 802.11ax mesh chipset

Quantenna Communications began sampling the first chipset for 802.11ax mesh repeater networks based on the newest Wi-Fi specification. The chipset combines three 4x4 802.11ax radios and integrated CPU cores for optimal mesh repeating functionality and full-duplex operation, which avoids interfering with a home gateway by using a different radio frequency. Embedded CPUs provide full Access Point (AP) and bridging functionality.

“Quantenna is very excited to expand its presence in the mesh repeater market with our QSR10R-AX chipset,” said Lionel Bonnot, Senior Vice President of Marketing and Business Development at Quantenna. “With the continuing increase of the number of clients and Internet of Things (IoT) devices in the home, mesh networks must work flawlessly to ensure a truly reliable and high-performance network. We believe the QSR10R-AX is the ideal solution to fulfill this demand.”

Quantenna QSR10R-AX chipset solution key features:

  • Two 4x4 5GHz 802.11ax radios
  • One 4x4 2.4GHz 802.11ax radio
  • Embedded CPUs for on-chip 802.11ax Access Point and Bridging support
  • 2.4GHz PTA interface to co-exist with external IoT radios
  • RGMII port for GbE connection
  • Quantenna’s SONiQ mesh software for client roaming, channel steering and AP load balancing


NTT develops a cooperative WLAN with distributed smart antenna

NTT has developed a technology its calling “cooperative wireless LAN with distributed smart antenna system (D-SAS)” to improve connectivity in high-density environments such as sports stadiums.

The technology consists of two key functions: one performs centralized radio resource management by taking information about the surrounding radio environment into consideration; the second optimizes parameters dynamically with the aid of the first function so that the interference is reduced at each AP.

NTT has tested the technology at NACK5 stadium in Omiya, Japan with the deployment of about 150 APs under stadium seats. All 11 channels available on the 5.47-5.725 GHz band (i.e., the W56 band) were used and the channel bandwidths of all APs were 20 MHz in both settings.

NTT said its testing showed that its cooperative wireless LAN technology with D-SAS achieved throughput twice than that obtained with the conventional technology.

Saturday, October 21, 2017

Project Loon balloons to fly over Puerto Rico

Project Loon balloons will fly over Puerto Rico to help deliver Internet access to areas of the island still suffering from lack of connectivity.

Alphabet, the parent company of Google, confirmed that it is working with the Government of Puerto Rico, the FCC, the FAA, AT&T and a range of spectrum partners.

Google said it is "not quite sure how well it will work" but remains hopeful that its balloons can be of some assistance.

For its part, AT&T said it is now connecting 13 million calls and 6.5 million text messages per day in Puerto Rico and the U.S. Virgin Islands. AT&T now has 17 portable network assets deployed, including 14 temporary cell sites. Project Loon is one more method to addess the situation.

Friday, October 20, 2017

Ericsson's Q3 sales declined 6% yoy

Amid what it describes as generally "tough" market conditions, Ericsson reported Q3 2017 net sales of SEK 47.8 billion, down 6% year-over-year on a reported basis and down 3% when adjusted for comparable units and currency.

Gross margin was 25.4%, a decline from 28.3% a year earlier. There was an operating loss of SEK -4.8 billion, also a decline from a year earlier.

Börje Ekholm, President and CEO of Ericsson, stated: "The general market conditions continue to be tough. Sales adjusted for comparable units and currency declined by -3% YoY. Sales in North America, adjusted for comparable units, currency and the rescoped managed services contract were stable. We also saw growth returning in several countries as operators are increasing their investments in network capacity. Sales in Mainland China declined as the market is normalizing following a period of significant 4G deployments, representing more than 60% of global 4G volumes in the industry. We have managed to increase our LTE market shares in Mainland China to position Ericsson in 5G. However, this will have a dilutive effect on gross margin in Mainland China in Q4 2017, but the ambition is to continue to deliver double-digit adjusted operating margin in Networks in Q4 2017."

Some notable items from the quarterly report:

Restructuring charges in the quarter were SEK -2.8 b. including a write-down of SEK -1.6 b. related to one of a global ICT center.

Networks sales declined by -4% YoY. Sales adjusted for comparable units, currency and the rescoped managed services contract in North America, increased slightly.

During Q3, there was a net reduction of 3,000 employees despite 1,100 new recruitments in R&D.

One area of strength is the Ericsson Radio System portfolio, which accounts for 55% of total radio volumes year to date.

In IT & Cloud, sales declined and losses increased, but the company describes the business as strategically important as carriers prepare for 5G.

Ericsson continues to hold SEK 24 billion in cash, providing a stable foundation for the company.

See also