Thursday, October 25, 2018

ZTE jumps right back to profitability

Jumping right back after nearly getting shut down as a result of the U.S. export ban, ZTE Corporation reported net profit of RMB 564 million for the third quarter.

ZTE reported operating revenue of RMB 19.3 billion, and its R&D investment reached RMB 3.47 billion, covering 17.9% of the quarter’s revenue, a year-on-year increase of 6.7%, compared with 11.2% of the same period last year.

Operating revenue of the first nine months ended 30 September 2018 reached  RMB 58.8 billion, and net profit attributable to holders of ordinary shares of the listed company amounted to RMB -7.26 billion.

The company said it strengthened its cost control, and reduced its sales and management expenses on a year-on-year basis.

ZTE also published its Preliminary Announcement of 2018 Annual Results, estimating that net profit attributable to holders of ordinary shares of the listed company for the year of 2018 amounted from RMB -7.2 billion to RMB -6.2 billion.

ADVA reports fourth quarter in a row with sequential growth

ADVA Optical Networking reported Q3 2018 revenue of EUR 126.2 million, up 2% from EUR 123.8 million in Q2 2018 and increased by 13.5% from EUR 111.2 million in the same year-ago period. Revenues for Q3 2018 were within the guidance forecast the company provided on July 19, 2018 of between EUR 123 million and EUR 133 million.

Net income for Q3 2018 was EUR 3.9 million, down from EUR 4.6 million in Q2 2018 and significantly improved in comparison to the same year-ago period net loss of EUR 14.0 million.

“Q3 2018 was the company’s fourth quarter in a row with sequential growth,” said Uli Dopfer, CFO, ADVA. “In addition to our top line momentum, our solid profitability confirms that we are on the right track to further scale our business. Our forecast for the current fourth quarter points to further sequential growth as well as a year-over-year increase compared to Q4 2017. The positive order intake and the overall healthy demand from numerous important customers provide a solid backdrop for us for the remaining fiscal year and beyond.”

https://www.advaoptical.com/en/about-us/investors/investor-presentations

USEI picks Ciena for 100G national backbone

US Electrodynamics (USEI), a satellite and telecommunications company headquartered that operates teleports in both Brewster, Washington and Vernon Valley, New Jersey, selected Ciena’s packet networking portfolio to upgrade its network to a 100G backbone.

USEI, which supports a variety of customers across the broadcast, aviation, maritime and government sectors, will uprade its current national 10G network by building its own dedicated terrestrial network, bringing capacity closer to the network edge and enabling its customers to scale bandwidth in near real-time providing enhanced service levels.

The project will use Ciena’s 5170 Service Aggregation Switch.

“This USEI network upgrade to support 100G is central to our ability in staying ahead of today’s customer requirements while in parallel, building a network that supports the latest advantages of data science and data transport utilizing machine learning and deep learning to enable a better future of the highest speed networks, from very small to very big,” stated Jim Veeder, Chief Executive Officer and USEI Owner.

Mellanox hits record revenue of $279.2 million, up 24%

Mellanox Technologies reported record revenue of $279.2 million for Q3 2018, an increase of 23.7 percent, compared to $225.7 million in the third quarter of 2017. GAAP gross margins of 65.8 percent in the third quarter, compared to 65.7 percent in the third quarter of 2017. GAAP net income was $37.1 million in the third quarter, compared to $3.4 million in the third quarter of 2017.  Non-GAAP net income was $71.4 million in the third quarter, compared to $36.6 million in the third quarter of 2017.

“Mellanox continues to execute and gain momentum in the markets we participate in. We reported another record quarter in Q3, delivering 24% revenue growth and 90% non-GAAP operating income growth year-over-year. This resulted in a non-GAAP operating margin of 26.2%," said Eyal Waldman, President and CEO of Mellanox Technologies. "Our strong results reflect the differentiated and superior product technologies that Mellanox has to offer for data center infrastructure.”

“The innovations built into our high-speed Ethernet adapters, switches and cables are fueling demand for our Ethernet products. Leading hyperscale, cloud, enterprise data center and artificial intelligence customers continue to choose Mellanox to maximize the efficiency and utilization of their compute and storage investments. This has resulted in further market share gains across our high-speed Ethernet products and 59% year-over-year revenue growth in our Ethernet business."

Mellanox also announed that it has shipped more than 2.1 million Ethernet adapters during the first nine months of 2018.

The company said this milestone signals that high-performance Ethernet technology (25G and faster) has moved beyond the Super 7 cloud and web titans. The adoption of high-performance Ethernet technology has spread to enterprise data centers globally, including the next wave of cloud, telco/service providers, financial services and more.

Arctic Wolf raises $45 million for Cyber Security Ops Center service

Arctic Wolf Networks, a start-up based in Sunnyvale, California with offices in Ontario, Canada, raised $45 million in series C funding for its security operations center (SOC)-as-a-service.

Arctic Wolf will use the new funding to accelerate company growth and meet the soaring demand for its SOC-as-a-service offering.

The Arctic Wolf service provides a cloud-based security incident and event management (SIEM) application combined with a team of expert security engineers committed to the client's operational requirements.

The new funding was led by Future Fund with participation from new investors Adams Street and Unusual Ventures, as well as existing investors Lightspeed Venture Partners, Redpoint Ventures, Sonae Investment Management and Knollwood Investment Advisory LLC. To date, Arctic Wolf has raised $91.2 million.

“Our growing team of security engineers is redefining the economics of security to protect companies of all sizes,” said Brian NeSmith, CEO and co-founder of Arctic Wolf. “In addition to supporting continued company growth, the funding will accelerate expansion of our service offering, as we continue to scale and expand to meet our customers’ individualized needs. We look forward to continuing our momentum and building out our internal vulnerability assessment and endpoint detection and response capabilities, in particular.”

  • Arctic Wolf is headed by Brian NeSmith, who previously was CEO of Blue Coat Systems. Before that, he was the CEO of Ipsilon Networks (acquired by Nokia). 

Presidential memo calls for National Spectrum Strategy

President Trump issued a memorandum directed the Department of Commerce and federal agencies to develop a National Spectrum Strategy. The goal is to provide a comprehensive roadmap for policy makers on all levels.

https://www.whitehouse.gov/briefings-statements/president-donald-j-trump-leading-way-wireless-technology-empowering-american-innovation-2/


BT appoints Philip Jansen as CEO

BT Group appointed Philip Jansen as its new Chief Executive and as Executive Director on its Board.

He will join the company on 1 January 2019 and following a handover period will take over from Gavin Patterson as Chief Executive on 1 February 2019.

Philip Jansen, 51, has served as CEO of Worldpay since 2013, leading the business through the UK’s largest ever financial technology IPO. From 2010 to 2013, Philip served as CEO of Brakes Group, which supplies food, drink and other products to the catering industry in Europe. He remained on the Board of Brakes, as Chairman, until 2015. Prior to this, Philip spent six years with Sodexo, joining in 2004 to run the UK & Ireland business.

Philip joins from Worldpay, the global payments services group, where he will be stepping down as Co-Chief Executive at the end of the year. Philip has been Chief Executive of Worldpay since 2013, leading it through its flotation in 2015, until its combination with Vantiv in 2018 to create a global leader in eCommerce. He has previously been CEO and then Chairman of Brakes Group and has held a variety of senior roles in Sodexo Group, latterly as Chief Operating Officer and CEO, Europe, South Africa and India. Earlier in his career Philip was COO of MyTravel PLC and Managing Director of Telewest Communications PLC’s Consumer Division. He started his career with Procter and Gamble.

Wednesday, October 24, 2018

Telstra activates 50th 5G site

Telstra CEO Andrew Penn signed a 5G strategic partnership agreement President and CEO Ericsson Börje Ekholm.

The signing ceremony coincided with Telstra activating its 50th 5G site in Australia. Canberra, Adelaide and Perth are among the first locations in Australia to be upgraded with 5G technology.

Adelaide’s first mobile base station to be upgraded to 5G is located in Flinders St, with Perth’s first going live at Narrows Bridge in the Perth CBD. Canberra’s first 5G base station upgrade is at Pialligo, with other sites coming online at Phillip, Lyons and two sites at Fyshwick. The base station upgrades in these three cities means that Telstra has now upgraded 50 base stations to 5G technology across the country. Other locations include Brisbane, Toowoomba and the Gold Coast.

Börje Ekholm, President and CEO, Ericsson said: “Telstra and Ericsson have continued to demonstrate industry leadership through ongoing innovation and collaboration with best in class partners needed to build an end-to-end 5G ecosystem. Together we have put in place the fundamentals that will enable Telstra to succeed in 5G. Through our extensive collaborative efforts, we will ensure Australia is at the cutting edge of mobile technology.”

Andrew Penn said 5G was a key element of Telstra’s T22 strategy and the decision to appoint Ericsson as its 5G technology partner was a critical one.

“Telstra has a history of investing ahead of the technology curve to ensure we have the latest capabilities in place to serve our customers. We're proud to partner with Ericsson to pioneer 5G technology in this country and to ensure that together we continue to deliver market leading innovation in networks,” said Penn.

Qualcomm and Ericsson complete 5G NR Sub-6 GHz call

Qualcomm and Ericsson ompleted the first 3GPP Rel-15 spec compliant 5G NR over-the-air (OTA) call over sub-6 GHz bands on a smartphone form factor mobile test device.

The OTA call was conducted in the Ericsson Lab in Stockholm, Sweden on the 3.5 GHz band and Ericsson’s commercial 5G NR radio AIR 6488 and baseband products and a mobile test device powered by the Qualcomm Snapdragon X50 5G modem and RF subsystem.

In September, the companies completed the first OTA calls using millimeter wave (mmWave) in both 28 and 39 GHz spectrum bands.

Per Narvinger, Head of Product Area Networks, Ericsson, says, “Achieving interoperability on different spectrums shows the strength of the 5G ecosystem. Together with Qualcomm Technologies, we’ve successfully tested 5G NR on 39, 28 and now, 3.5 GHz band. These milestones add to the commercial readiness of 5G. They also assure operators of broader capacity options to cater for diverse use cases."

“Today’s call marks a significant milestone as we have now successfully made 3GPP-compliant calls in the sub-6 GHz and mmWave spectrum bands, which will facilitate mobile operators’ deployment of their 5G NR networks,” says Durga Malladi, senior vice president, engineering and general manager, 4G/5G, Qualcomm Technologies, Inc. “Sub-6 GHz spectrum is instrumental to the global 5G NR rollout as it will provide wide area, high performance connectivity and has been allocated and auctioned in numerous regions around the world, including the US, Korea and Europe, with others to follow shortly. We look forward to continue working with Ericsson in making 5G a commercial reality for the mobile ecosystem.”

Azure adds Availability Zones, promises 99.99 uptime SLA

Microsoft Azure announced the expansion of Availability Zones into two additional regions, North Europe and West US 2.

The company also announced an expanded list of zone-redundant services including Azure SQL Database, Service Bus, Event Hubs, Application Gateway, VPN Gateway, and ExpressRoute.

AWS Regions are comprised of Availability Zones, which refer to technology infrastructure in separate and distinct geographic locations with enough distance to significantly reduce the risk of a single event impacting availability, yet near enough for business continuity applications that require a rapid failover. Each Availability Zone has independent power, cooling, and physical security, and is connected to national backbone networks via local telecom carriers’ high-speed fiber-optic networks

Azure offers a 99.99 percent uptime SLA when virtual machines are running in two or more Availability Zones in the same region.

Microsoft said this expanded coverage enables customers operating in the Europe and Western United States to build and run applications that require low-latency synchronous replication with protection from datacenter-level failures. With the combination of Availability Zones and region pairs, customers can create a comprehensive business continuity strategy with data residency in their geography of choice.

Azure’s global footprint consists of 54 regions with more than 100 datacenters serving customers in over 140 countries. Microsoft’s overall strategy is to ensure that customers have broad options for ensuring business continuity. Availability Zones offer additional resiliency capabilities for customers to build and run highly available applications. Azure, with more global regions than any other cloud provider, has been designed to provide first-class resiliency.

Microsoft pegs Azure revenue growth at 76%

Citing continued demand for cloud services, Microsoft reported record quarterly revenue of $29.1 billion, up 19%, while diluted earnings per share were $1.14, up increased 36%.

"Our record results for Q1 reflect our commitment to long-term strategic investments and consistent execution to drive revenue growth and operating margin expansion,” said Amy Hood, executive vice president and chief financial officer of Microsoft.

Revenue in Productivity and Business Processes was $9.8 billion and increased 19% (up 18% in constant currency), with the following business highlights:

  • Office commercial products and cloud services revenue increased 17% (up 16% in constant currency) driven by Office 365 commercial revenue growth of 36% (up 35% in constant currency)
  • Office consumer products and cloud services revenue increased 16% (up 17% in constant currency) with continued growth in Office 365 consumer subscribers to 32.5 million
  • LinkedIn revenue increased 33% (up 33% in constant currency) with record levels of engagement highlighted by LinkedIn sessions growth of 34%
  • Dynamics products and cloud services revenue increased 20% (up 20% in constant currency) driven by Dynamics 365 revenue growth of 51% (up 49% in constant currency)

Revenue in Intelligent Cloud was $8.6 billion and increased 24% (up 24% in constant currency), with the following business highlights:

  • Server products and cloud services revenue increased 28% (up 28% in constant currency) driven by Azure revenue growth of 76% (up 76% in constant currency)
  • Enterprise Services revenue increased 6% (up 6% in constant currency)

Revenue in More Personal Computing was $10.7 billion and increased 15% (up 15% in constant currency), with the following business highlights:

  • Windows OEM revenue increased 3% (up 3% in constant currency) driven by OEM Pro revenue growth of 8%
  • Windows commercial products and cloud services revenue increased 12% (up 12% in constant currency) driven by an increased volume of multi-year agreements
  • Gaming revenue increased 44% (up 45% in constant currency) with Xbox software and services revenue growth of 36% (up 36% in constant currency) mainly from third-party title strength
  • Search advertising revenue excluding traffic acquisition costs increased 17% (up 17% in constant currency)
  • Surface revenue increased 14% (up 14% in constant currency)



AT&T: wireless business continues to grow

AT&T reported consolidated Q3 revenues of $45.7 billion versus $39.7 billion in the year-ago quarter, up 15.3%, primarily due to the Time Warner acquisition. The company recorded a positive 4.3 million mobile net adds along with a 2.3% increase in mobile service revenues. (On a GAAP basis, service revenues declined 3.4%). However, there were declines in domestic video, legacy wireline services.

Third-quarter net income attributable to AT&T was $4.7 billion, or $0.65 per diluted share, versus $3.0 billion, or $0.49 per diluted share, in the year-ago quarter. Adjusting for $0.25 of costs for amortization, merger- and integration-related expenses and other items, earnings per diluted share was $0.90 compared to an adjusted $0.74 in the year-ago quarter, a 21.6% increase.

“I’m pleased with the progress we made on a number of fronts in the third quarter,” said Randall Stephenson, AT&T chairman and CEO. “Our U.S. wireless business is growing and it’s the single biggest contributor to our earnings and cash flow. WarnerMedia was immediately accretive in its first full quarter, contributing 5 cents to EPS, and our free cash flow grew by double digits. We’ve accomplished all this while staying focused on managing our debt portfolio. We’re on track to get to the 2.5x debt-to-EBITDA range by year-end 2019. And as we’re nearing completion of our fiber build and making pricing moves on video, we’re laying the foundation for stabilizing our Entertainment Group profitability in 2019. Across the business, I like our momentum and feel confident that we’re on track to deliver on our plans.” 

Communications

  • At the end of Q3, AT&T served 150.3 million wireless connections, including 77 million postpaid mobiles, 16.9 million prepaid mobiles, 8.2 million mobils via MVNO resellers, and 48.2 million connected devices.
  • 4.3 million total wireless net adds: 4 million in U.S., driven by connected devices and prepaid and 907,000 in Mexico
  • Mobility service revenues were up 2.3% on a comparable basis.
  • 550,000 phone net adds in the U.S.
  • 69,000 postpaid phone net adds
  • 481,000 prepaid phone net adds
  • Nearly 750,000 branded smartphones added to the base
  • Third-quarter postpaid phone churn of 0.93%
  • Postpaid phone-only ARPU decreased 5.1%
  • versus the year-earlier quarter. On a comparable basis, phone-only ARPU was up 1.8%. 



Entertainment Group

  • 49,000 DIRECTV NOW net adds with 346,000 net losses in traditional video as company focuses on improving profitability and begins beta test of new streaming video device
  • More than 10 million customer locations passed with fiber 

WarnerMedia Highlights

  • Revenues up with gains in all business units
  • Turner and Home Box Office year-over-year subscription revenue growth
  • Strong Warner Bros. television licensing revenue growth; box office releases included the hit films Crazy Rich Asians, The Meg and The Nun
  • 37 Primetime Emmy Awards; 12 News and Documentary Emmy Awards

Xandr Highlights

  • Advertising revenues grew 34%; up 22% excluding the AppNexus acquisition
  • AppNexus enhances addressable advertising technology
  • Consolidated Financial Results2

MantisNet unveils P4 Reconfigurable Frame Processor for monitoring

MantisNet, a start-up based in Reston, Virginia, introduced its next-generation Reconfigurable Frame Processor (RFP) for real-time monitoring, managing and securing network traffic at speeds up to 100G and beyond.

The MantisNet RFP-NG consists of MantisNet software applications running on a P4-programmable SDN platform to provide next-generation packet broker (NGPB), flow-aware load balancing, advanced telemetry and more. It takes advantage of the advanced capabilities of the Barefoot Tofino chipset that provides 3.2 Tbps (32 x 100G) or 6.4 Tbps (64 x 100G) of bandwidth at network speeds of – 10G, 25G, 40G, 50G or 100G.

MantisNet said its RFP-NG supersedes purpose-built packet brokers, load balancers, and firewalls by introducing a flexible approach to data-plane programming, advanced instrumentation and packet processing. The RFP-NG offers an open, “vendor agnostic” approach to management and monitoring that simplifies deployment with third-party applications and analytic workflows.

The P4 programmable match-action pipeline architecture enables the RFP-NG to support a wide variety of functions including service chaining, streaming telemetry, filtering, de-encapsulation, load balancing and per-packet visibility with nanosecond precision Barefoot Smart Programmable Real-time In-band Network Telemetry – Barefoot SPRINT as well as Yang model-driven management.

“The explosion in volume and velocity of data that businesses depend on for-day-to-day operations, go to market and cyber defense has resulted in a critical need for solutions that can keep up with those demands as well as increase productivity while reducing risks. With the RFP-NG, MantisNet empowers organizations with the information and tools they need to successfully address those challenges and adapt to the future,” says Peter Dougherty, CEO MantisNet.

“Barefoot Tofino with its P4-programmable pipeline and the Barefoot SPRINT unique set of telemetry features are enabling our partners and customers to build the next-generation networking systems which are solving critical limitations faced by today’s high-speed networks,” stated Roberto Mari, Director, Product Management, Advanced Applications at Barefoot Networks. “Network operators, as well as data center and cloud service providers, are deploying 100G, soon 400G, to keep up with the exponentially increasing data traffic and need platforms to provide per-packet, nanosecond scale visibility, and control. MantisNet has built their next-generation packet broker using our technology enabling them to deliver per-packet and real-time insights into customers' infrastructure.”

https://www.MantisNet.com

Huawei intros its Flex-PON 2.0 for XGS-PON migration

At Broadband World Forum 2018 in Berlin, Huawei introduced a Flex-PON 2.0 tool that for replacing PON modules in live networks. Huawei will offer 6 possible OLT replacement service boards to help operators using its large-capacity, MA5800 OLT platform evolve from GPON to XG(S)-PON.

Currently, two reconstruction solutions are available for the upgrade of OLT devices from GPON to XG(S)-PON.

The first solution is to add XG(S)-PON service boards and WDM multiplexer devices. This requires a large amount of equipment room space, brings optical line insertion loss, and involves a heavy engineering reconstruction workload.

The second solution is to replace GPON service boards with GPON/XG(S)-PON Combo service boards which built-in GPON, XG(S)-PON, and WDM. This solution is preferred because it only requires the replacement of service boards. However, it still wastes existing GPON service boards, and there is still significant workload involved in replacing the boards and engineering reconstruction.

Huawei says its Flex-PON 2.0 enables smooth evolution from GPON to XG(S)-PON by replacing the optical module, and provides high-power modules to achieve super-long-distance coverage that is 10 km higher than the current maximum coverage distance in the industry. By fully reusing OLT service boards without changing the ODN network, Flex-PON 2.0 simplifies engineering reconstruction and saves equipment room space. It can achieve GPON and XG(S)-PON access on a single optical fiber, resolving difficulties in network technology selection, and facilitating the fast deployment of gigabit networks.

CityFibre plans £2.5 billion full fibre network in UK

CityFibre announced a new £2.5 billion full fibre investment plan to extend its network in 37 towns and cities across the UK. The plan is underpinned by significant existing network assets and operations in these municipalities.

CityFibre was acquired in June 2018 by Antin Infrastructure Partners and West Street Infrastructure Partners, a fund managed by Goldman Sachs.

CityFibre said its expanded rollout plan will deliver fibre connectivity to five million homes and corresponds to one third of the Government’s 2025 target of 15 million homes.

Vodafone was named as the first consumer ISP customer for the new network.

CityFibre’s fibre-to-the-home builds are currently underway in Milton Keynes, Peterborough and Aberdeen, with construction due to start in Edinburgh, Stirling, Coventry and Huddersfield before the end of this year and Cambridge, Leeds and Southend-on-Sea shortly afterwards.

Fortinet acquires ZoneFox for ML threat detection

Fortinet has acquired ZoneFox Limited, a privately-held cloud-based insider threat detection and response company headquartered in Edinburgh, Scotland. Financial terms were not disclosed.

ZoneFox uses machine learning to automatically detect when a user’s behavior changes, rapidly spot compromised user accounts being used to harvest valuable IP and confidential data, and identify users who present a security threat.

Fortinet said the acquisition enhances its Security Fabric and strengthens its existing endpoint and SIEM security business by providing customers with:

  • Deeper visibility into endpoints and associated data flow and user behavior, both on and off the network
  • Machine learning capabilities able to distill billions of events per day into high-quality threat leads to uncover blind spots and alert users of suspicious activities
  • A unique cloud-based architecture that captures essential data around five core factors - user, device, resource, process, and behavior - to analyze and configure policies easily
  • Full forensics timeline recording of information, combined with a simple search interface that helps analysts quickly determine the actions needed to boost an enterprise’s security posture
  • A zero-configuration agent that is easy and fast to deploy; the solution can scale up to support over 10,000 agents without performance loss
  • Out-of-the-box support for GDPR, ISO 27001, HIPAA and PCI DSS, with “ready-to-go” policies

Dr. Jamie Graves, chief executive officer and founder, ZoneFox said “We’re pleased to join the Fortinet team and bring together our shared vision of alleviating CISO concerns about insider threats. Integrating our solution with the Fortinet Security Fabric will allow us to extend our reach to a broad spectrum of Fortinet and third-party solutions to solve customers’ most difficult challenges in network security.”
https://www.zonefox.com/

Tuesday, October 23, 2018

Arista debuts 32-port 400G Ethernet switches

Arista Networks introduced its first two switches supporting 400 Gigabit Ethernet and designed for high-density leaf spine data center networks, including 100G connectivity to servers and 400G connectivity in the leaf-spine fabric.

Both of the new Arista 7060X4 Series switches are based on the Broadcom 12.8 Tbps Tomahawk 3 silicon, support 32 400G ports in a compact 1U chassis. In addition, each 400G port can be split into four 100G ports, which supports a total of 128 100G ports in a 1U chassis.

The switches uses industry-standard optics for 400G and offers the choice of two optical module form factors - OSFP and QSFP-DD. Both form factors offer a wide choice of 400G optics and cables, including optics that provide backward compatibility for 100G ports.

“We are delighted to introduce our first 400G switching platforms delivering four times the throughput, double the price/performance and double the power efficiency of our previous 100G platforms,” said Andreas Bechtolsheim, Arista’s Chairman and Chief Development Officer. “These products will address pent up demand for more bandwidth in cloud networks, allowing cloud service providers to build much more scalable networks.”

Arista said both switches are fully qualified for its EOS.

Highlighted features:

  • Enhancements in Arista EOS traffic management and load balancing take advantage of on-chip improvements in buffering and routing resources.
  • 4X increase in bandwidth density compared to existing 100G 1U switches
  • Optimized shared buffer to lower application latency for AI and storage workloads
  • Elephant Flow Detector for advanced traffic management
  • Traffic awareness with Dynamic Load Balancing and Dynamic Group Multipath to improve performance in large cloud and HPC networks
  • Increased routing capacity combined with 2X IO increase for hyperscale leaf-spine
  • Low power optimized with uncompromised performance at 12.8 Tbps
  • Consistent EOS support including cloud-based automation, analytics and availability
  • Choice of OSFP and QSFP-DD optics supporting 50G/100G/200G and 400G speeds
  • Moving network tiers to 400G with high density 100G compute maximizes the performance of next-generation applications such as artificial intelligence, machine learning, and server-less compute through greater network speeds and by eliminating oversubscription between leaf and spine tiers.


https://www.arista.com/en/company/news/press-release/6084-pr-20181023

OIF completes Flex Ethernet and Common ACO Electrical I/O agreements

The OIF announced three Interoperability Agreements (IAs) aimed at expanded interoperability of Flex Ethernet and increased data rates. These include:

FlexE 2.0 -- initiated in 2016, the FlexE 2.0 project enables equipment to support new Ethernet connection types and FlexE allows network providers and operators to utilize optical transport network bandwidth in more flexible ways. FlexE can deterministically utilize the entire aggregated link, creating a more efficient alternative to the traditional IEEE 802.3ad or IEEE 802.1-based Link Aggregation (LAG) solutions which often can only utilize 70-80% of the available bandwidth. Key features of the FlexE 2.0 project include adding support for FlexE groups composed of 200GBASE-R and 400GBASE-R PHYs, in addition to groups composed of 100GBASE-R PHYs, and adding an option for the support of time and frequency synchronization at the FlexE group level.

FlexE Neighbor Discovery -- this project recognizes that FlexE capability discovery is still required to facilitate the setup of FlexE groups and clients. The project introduced some extensions to the Link Layer Discovery Protocol (LLDP) for FlexE capability discovery. It enables remote FlexE PHY and deskew capability discovery, PHY connectivity discovery and verifications, and FlexE Group subgroup integrity verification.

Common ACO Electrical I/O Project -- this implementation agreement follows the success of the CFP2-ACO optical transceiver implementation agreement but is form factor agnostic, so it also benefits analog coherent modules based on such form factors as CFP4, CFP8, QSFP, microQSFP, QSFP-DD and OSFP. The project defines the ACO electrical I/O independent of the choice of form factor and optical carrier count for 45 Gbaud and 64 Gbaud per-carrier applications.

“The completion of these projects reinforces OIF’s commitment to provide the industry with the flexibility and increased bandwidth solutions combined with increased data speeds it requires to keep up with market demands and drive solutions that enable the next generation of networks,” explained Dave Stauffer of Kandou Bus and OIF’s Physical and Link Layer (PLL) Working Group Chair.


FCC eyes 1200 megahertz of spectrum in 6 GHz band for unlicensed use

The FCC is proposing to make up to 1200 megahertz of spectrum in the 6 GHz band (5.925-7.125 GHz) available for use by unlicensed devices.

The FCC said its proposed rules will allow unlicensed devices to operate in the 6 GHz band without interfering with the operation of the licensed services that will continue to use this spectrum. 

In those portions of the 6 GHz band that are heavily used by point-to-point microwave links, the FCC proposes to allow unlicensed devices to operate where permitted by an automated frequency coordination system and invites comment as to whether this is necessary for devices operated only indoors.  In the other portions of the band where licensed mobile services, such as the Broadcast Auxiliary Service and Cable Television Relay Service, operate, the unlicensed devices would be restricted to indoor operations at lower power. 

FCC Commissioner Jessica Rosenworcel stated: "Today, Wi-Fi adds more than $500 billion to the United States economy every year—and $2 trillion globally.  It has democratized internet access, helped carriers manage their networks, and fostered all sorts of wild innovation.  In fact, it’s the perfect sandbox for experimentation, because access does not require contract or permission. As exciting as this is, it means the airwaves used by Wi-Fi are getting crowded.  Already our current Wi-Fi bands are congested because they are used by more than 9 billion devices.  By the end of the decade, we will see as many as 50 billion new devices connecting to our networks through the internet of things.  Add this up.  We’re going to need a significant swath of new unlicensed spectrum to keep up with demand. Now is the time to do something about it." 

https://www.fcc.gov/document/fcc-proposes-more-spectrum-unlicensed-use

FCC looks to open 3.7 and 4.2 GHz for 5G

The Federal Communications Commission has identified up to 500 megahertz of mid-band spectrum between 3.7 and 4.2 GHz that could be open for 5G wireless services.

A newly adopted FCC order sets forth several steps toward making more mid-band spectrum available for terrestrial fixed and mobile broadband use.  Specifically, the Order will require Fixed Satellite Service earth stations operating in the 3.7-4.2 GHz band to certify the accuracy of existing registration and license information and will collect additional information from space station licensees on their operations in the band to assist the Commission and commenters in developing a clearer understanding of how the band is currently being used.  The Commission will then use this information to evaluate the most efficient way to drive the deployment of mid-band spectrum for mobile services and more intensive fixed services.

The FCC said its Notice also proposes to add a mobile (except aeronautical mobile) allocation to all 500 megahertz in the band and seeks comment on various proposals for transitioning part or all of the band for flexible use, working up from 3.7 GHz, including market-based, auction, and alternative mechanisms.  The Notice also seeks comment on allowing more intensive point-to-multipoint fixed use in some portion of the band, on a shared basis, working down from 4.2 GHz and on how to define and protect incumbent users from harmful interference, and it seeks comment on service and technical rules that would enable efficient and intensive use by any new services in the band.

Corning cites a 22% rise in optical sales in Q3

In its Q3 financial report, Corning reported a year-over-year sales increase of 22% for Optical Communications. Sales exceeded $1 billion for the second consecutive quarter. Sales growth was driven by strong demand from both data center and carrier customers, and the acquisition of 3M’s Communication Markets Division. Net income was up 27% year over year, as capital investments yielded clear benefits.

The company said it saw increased customer commitments that support accelerated capacity expansion. Strong growth is expected to continue in the fourth quarter, as additional capacity ramps, and the company supplies large projects underway at multiple customers in both the carrier and data center businesses. Fourth quarter sales are expected to be up by a low-single digit percentage sequentially, resulting in year-over-year sales growth slightly better than the third quarter.

For full-year 2018, sales are expected to increase by a high-teens percentage over last year, with organic growth in the low teens and approximately $200 million in sales from the acquisition of 3M’s Communication Markets Division.

Corninng also cited share growth and said its optical business continued to progress faster than expected toward goal of $5 billion in annual sales by 2020.