Monday, February 4, 2019

Fujitsu intros 5G fronthaul transport transponder

Fujitsu Network Communications, in partnership with HFR, introduced a new Smart xHaul plug-in transponder card that enables service providers to leverage their existing 4G network to support 5G services.

Fujitsu said its Smart xHaul solution enables optical transport for the most demanding Xhaul needs. The solution comprises Fujitsu services, software and disaggregated hardware, including the HFR flexiHaul platform. Existing flexiHaul 8000 series platforms offer modular scaling options for the new ROE3J transponder card, providing multiple 5G channels over a single fiber core. This new transport solution is fully backward compatible with 4G Centralized Radio Access Network (C-RAN) platforms and serves as a significant early enabler for architectures that are critical to 5G success.

Two North American Tier One operators are planning to deploy this new transport solution in their live 5G commercial networks having successfully completed 5G radio interoperability testing.

“Fujitsu offers a broad portfolio of industry-leading 4G and 5G transport options, including the versatile and scalable Smart xHaul solution, which is installed in live 5G networks today,” said Paul Havala, vice president of global planning and photonics, Fujitsu Network Communications, Inc. “We have worked closely with HFR to provide a cost-effective, fast track to 5G as an easy upgrade to the Fujitsu Smart xHaul solution, offering robust transport that supports the low latency, high capacity and scalability requirements of tomorrow’s 5G networks, today.”

http://www.fujitsu.com/us/about/resources/news/press-releases/2019/fnc-20190204.html

West Africa Cable System upgraded to 32X100G

The West Africa Cable System (WACS) has been successfully upgraded to 32*100G wavelengths configured on the longest optically amplified single fiber span stretching 11500km from South Africa to Portugal.  WACS has two network operation centers and 15 landing points in 14 countries spanning West Africa and Europe.

Huawei Marine, which was the contractor, said the upgrade employed Flex Grid and Optical pass-through technologies, and now represents the world's longest 100G system.

Ma Yanfeng, Vice President of Huawei Marine said, “The WACS Consortium selected Huawei Marine to expand the system’s capacity, and looking once again to Huawei Marine verified our product solution capabilities, quality, and process improvement capabilities. Thanks to the WACS Consortium for its trust in Huawei Marine. We will continue to accumulate experience from the project and strive to improve connections between Africa and the world.”

https://www.huawei.com/en/press-events/news/2019/2/huawei-marine-wacs-upgrade

T-Systems consolidates from 89 to 13 data centers worldwide

In what it calls the world's largest transformation project, T-Systems has reduced the number of its data centers worldwide from 89 to 13 while increasing its overall compute and storage capacity by approximately 25 percent.

The transformation comprised a total of 5,200 migration projects with around 23,600 compute servers alone, 60 percent of these in Germany.

"We are particularly proud of the fact that we were able to implement the transformation without any loss of quality in customer operations," explained Jörn Kellermann, responsible for IT production at T-Systems.


  • In September, T-Systems opened its Biere II data center in Saxony-Anhalt after 18 months of construction.  With the completion of the second construction phase, Biere now boasts an IT production area of over 11,000 square meters, providing enough space for up to 100,000 servers. The campus has the potential to grow to nearly 40,000 square meters.

Ericsson joins O-RAN Alliance

Ericsson announced its entrance into the O-RAN Alliance, a group of leading telecom service providers and suppliers with the commitment to evolving radio access network (RAN) architecture and orchestration built on openness, intelligence, flexibility and performance.

Erik Ekudden, Senior Vice President and Chief Technology Officer, Ericsson, says: “Ericsson is a strong supporter of openness in the industry, and the benefits this has on global ecosystems and innovations. Our ambition is to actively support and drive discussions and developments around future RAN architectures and open interfaces. The O-RAN Alliance is an important coalition that creates an arena for these discussions, complementing other standardization and open-source initiatives in the industry which we are already active in.”

As a member of O-RAN, Ericsson plans to focus on the open interworking between RAN and network orchestration and automation, with emphasis on AI-enabled closed-loop automation and end-to-end optimization. Ericsson will also focus on the upper-layer function as specified in 3GPP to provide interoperable multivendor profiles for specified interfaces between central RAN functions, resulting in faster deployment of 5G networks on a global scale.

Reliance Jio, TIM, and Verizon join O-RAN board

The O-RAN Alliance, which is a carrier-led effort to open the radio access network of next-generation wireless systems, released its inaugural white paper, “O-RAN: Towards an Open and Smart RAN,” which is available on the O-RAN website. The white paper describes the O-RAN architecture, which drives a more cost-effective, intelligent RAN with open interoperable interfaces for next-generation 5G networks and beyond.

The O-RAN Alliance also announced that Reliance Jio, TIM, and Verizon have joined the O-RAN board.


O-RAN approves architecture, elects AT&T's Andre Fuetsch as chair

The O-RAN Alliance has approved its overall O-RAN architecture plan and established an initial set of seven working groups to drive the work forward. These are:

WG1: Use Cases & Overall Architecture
WG2: Radio Intelligent Controller (RIC) (non-Real Time) & A1 Interface
WG3: RIC (near-Real Time) & E2 Interface
WG4: Open Fronthaul (FH) Interface
WG5: Stack Reference Design and F1/V1/E1/X2
WG6: Cloudification and orchestration
WG7: White Box Hardware

At its recent meeting at Mobile World Congress Shanghai, the O-RAN Alliance also elected Andre Fuetsch, president of AT&T Labs, as chair of the Board. In addition, Alex Jinsung Choi, SVP Strategy & Technology Innovation at Deutsche Telekom, was appointed as Operations Officer; and Bharti Airtel, China Telecom, KT, Singtel, SK telecom, Telefonica, and Telstra were approved as new Board members. This expands the number of Board Directors to 12.

Intel invests in Catalytic, Fortanix, Pliops

Intel Capital announced investments in three startups:

  • Catalytic (Chicago) -- offers a SaaS intelligent automation platform that can remove many of a business’ manual data processing tasks. The platform has more than 200 actions that enable users to rapidly build an intelligent automation layer to process data, documents, emails, websites and systems. In addition to reducing manual effort, Catalytic shortens cycle time and improves accuracy.  Intel led the Series B round of funding, which amounted to $23 million. Other investors include Redline Capital, NEA, Boldstart, and Hyde Park Angels. https://catalytic.com/
  • Fortanix (Mountain View, California) -- allows customers to more securely operate even the most sensitive applications without having to trust the cloud. The company provides unique deterministic security by encrypting applications and data everywhere – at rest, in motion and in use – with its Runtime Encryption technology built upon Intel SGX. Intel led the Series B round of funding, which amounted to $23 million. Other investors include Foundation Capital and Neotribe. https://www.fortanix.com/
  • Pliops (Ramat Gan, Israel) -- a new category of storage processor that enables cloud and enterprise data centers to access data up to 50x faster with 1/10th of the computational load and power consumption. The Pliops storage processor allows cloud databases like MySQL or Cassandra deployed on disaggregated Flash to scale more efficiently via a 90% reduction in compute load, a 20x reduction in network traffic, a 50x improvement to latency and over 10x application throughput. Pliops recently raised $30 million in Series B funding led by Softbank Ventures Asia, with participation from all Series A investors including Intel Capital, State of Mind Ventures (SOMV) and Viola Ventures, along with strategic investors Western Digital Capital and Xilinx.  http://www.pliops.com/

“The cloud has been one of the most transformative trends in enterprise computing – boosting productivity, cutting costs and creating flexible environments. But cloud adoption still faces momentous challenges, including security risks and an exponential rise in computing complexity. That’s why we’re pleased to announce new investments in three exceptional companies that will help overcome these challenges,” stated Mauro D’Amato and Sunil Kurkure, investment directors at Intel Capital.

Platform9 intros managed Kubernetes service on VMware

Platform9, a start-up based in Sunnyvale, California, announced a fully managed Kubernetes service on VMware vSphere with Platform9 Managed Kubernetes (PMK).

Platform9 says its solution eliminates the operational complexity of Kubernetes at scale by delivering it as a fully managed service, with all enterprise-grade capabilities included out of the box: zero-touch upgrades, multi-cluster operations, high availability, monitoring, and more, all handled automatically and backed by a 24x7x365 SLA. The service delivers centralized visibility and management across all Kubernetes environments - whether on-premises, in the public cloud, or at the Edge - with quota management and role-based access control.

"Kubernetes is the #1 enabler for cloud-native applications and is critical to the competitive advantage for software-driven organizations today. VMware was never designed to run containerized workloads, and integrated offerings in the market today are extremely clunky, hard to implement and even harder to manage," said Sirish Raghuram, Co-founder and CEO of Platform9. "We're proud to take the pain out of Kubernetes on VMware, delivering a pure open source-based, Kubernetes-as-a-Service solution that is fully managed, just works out of the box, and with an SLA guarantee in your own environment."

Bloomberg: Huawei Sting

The FBI has raided a laboratory in San Diego belonging to Huawei Technologies as part of an investigation related to AKHAN Semiconductor, a start-up based in Gurnee, Illinois, according to a report from Bloomberg.

AKHAN Semiconductor accuses Huawei of breaking and possibly attempting to reverse engineer a sample of its proprietary Miraj Diamond technology, which uses a micro diamond film to create very strong glass. The technology potentially could be used for smartphone screens and for military applications. AKHAN provided a sample to Huawei, which was later returned in damaged condition.

https://www.bloomberg.com/news/features/2019-02-04/huawei-sting-offers-rare-glimpse-of-u-s-targeting-chinese-giant

VPIphotonics and Luceda Photonics streamline PIC design

VPIphotonics, which offers simulation software for photonic design automation, has teamed up with Luceda Photonics to streamline the design process for Indium Phosphide-based Photonic Integrated Circuits (PICs).

Luceda’s IPKISS design platform combines circuit level design and simulation, layout and device CAD all based on Python scripting. Luceda’s SMART Photonics PDK allows designers to tape-out to the SMART Photonics foundry by means of a foundry validated PDK.

VPIcomponentMaker Photonic Circuits is a professional simulation and design environment for large-scale photonic integrated circuits and offers a large mix of general-purpose photonic, electrical and optoelectronic device models. The library extension VPItoolkit PDK SMART v1.5 enables a layout-aware schematic-driven PIC design workflow and provides access to a broad set of available standard building blocks of the SMART PDK.

The companies said the solution enables the designer to combine the best of both worlds by porting a schematic design to the Python-based layout.

“The IPKISS design platform supports a growing number of PDKs from the major photonic IC foundries in silicon, dielectric and III-V technology. By making our validated SMART Photonics PDK available from within  VPIcomponentMaker Photonic Circuits, organizations can now take a leap forward and create a design flow that is more reliable and scalable and that will enable them to consolidate their knowledge in a fast moving industry,” stated Pieter Dumon, CTO of Luceda Photonics.


Ribbon to acquire assets of Anova Data

Ribbon Communications, agreed to purchase the business and technology assets of Anova Data, a provider of advanced analytics solutions. Under the deal, the equity owners of Anova Data will receive at closing an aggregate of 3.3 million shares of Ribbon common stock in exchange for substantially all of the assets and liabilities of Anova Data. Ribbon does not expect that the acquisition will materially affect its financial results in 2019.

Anova Data offers a cloud-native, streaming analytics platform for network and subscriber optimization and monetization.

"These assets perfectly complement our existing security and analytics platform, Ribbon Protect," said Fritz Hobbs, President and Chief Executive Officer of Ribbon Communications. "Anova Data's cloud-native solutions, which already boast several global Tier 1 deployments, are expected to help us further expand our offerings to mobile service providers with a comprehensive solution set that combines subscriber-level analytics with real-time network optimization and intelligence."


An Ethernet switch with integrated HDMI from Netgear and ZeeVee

ZeeVee introduced a plug-in module to enable the world's first Ethernet switch featuring integrated HDMI connectivity for video sources, including the capacity to distribute uncompressed 4K/UHD and HDR content.

The new ZeeVee ZyPer4K HDMI Module, developed in collaboration with NETGEAR and the SDVoE Alliance, plugs into a NETGEAR M4300-96X Modular Managed Switch.

"We are proud to continue our close relationship with NETGEAR and the SDVoE Alliance to, for the first time, enable HDMI source connectivity to an Ethernet switch," said Bob Michaels, CEO, ZeeVee. "This combination of IT and AV at the integrated product level, rather than purely at the infrastructure level, will promote the wider adoption of next-generation communications systems."

"While we see the matrix switch as obsolete, its customizability is a valuable feature we can learn from as we move to a standards-based, interoperable Ethernet infrastructure for AV distribution," said Justin Kennington, SDVoE Alliance president. "NETGEAR took the first step by creating the affordable modular Ethernet switch, and we are not surprised that SDVoE Alliance co-founder ZeeVee added its pro AV expertise to jump to the forefront of the exciting new product category."

Sunday, February 3, 2019

Cisco expands its data center architecture with ACI Anywhere

Cisco announced a new data center architecture that extends its Application Centric Infrastructure (ACI) framework into public data and its HyperFlex hyperconverged servers into branch offices. The idea is "ACI Anywhere" and "HyperFlex Anywhere."

To bring this “data center anywhere” vision to life, Cisco is introducing a range of innovations across networking, hyperconvergence, security and automation. They include:

  • The expansion of ACI into the cloud with Amazon Web Services (AWS) and Microsoft Azure environments. ACI is Cisco’s intent-based networking solution for the data center. It integrates with all hypervisors and container frameworks on which applications are deployed. With ACI Anywhere, that journey extends ACI to any workload, any location, any cloud. Virtual ACI already supports bare-metal clouds and remote edge locations. And now with the new Cloud ACI capabilities, Cisco extends automation, management, and security to AWS and Microsoft Azure by fully integrating with their Infrastructure as a Service (IaaS) environments.  This will be available in Q2.
  • The extension of HyperFlex into branch offices and remote locations to power applications at the edge. Cisco said this allows customers to seamlessly extend computing and storage from their core data centers to the edges of their operations. This will be available in Q2.
  • Enhancements to CloudCenter to help customers manage the lifecycle of applications across multiple cloud environments.  The new CloudCenter Suite now features full application lifecycle management, greater workflow automation, and significantly enhanced cost optimization and governance.
  • A simpler way for customers to buy and manage the technology across the entire data center architecture, via a single Enterprise Agreement.


“Enterprises should be able to deploy applications based on the needs of their business, not the limitations of their technology,” said Roland Acra, senior vice president and general manager, Data Center Business Group, Cisco. “Customers want to deploy applications and manage data across a range of diverse platforms, from on-premises to cloud-based. That is why we are taking the ‘center’ out of the data center. Today, Cisco is helping our customers expand their reach into every cloud, every data center, and every branch.”

“BT adopted Cisco ACI as the basis for our newly launched SD-Fabric managed service to extend SDN capabilities into the data center. With ACI, we can offer customers full automation, central policy control and built-in security,” said Adrian Comley, general manager, Dynamic Network Services, Global Services, BT. “We’re working with Cisco as it extends ACI policy to AWS and Microsoft Azure cloud services. With Cisco we’re enabling customers to rapidly deploy fabric extensions and provision applications anywhere with a repeatable, proven design for operational simplicity and better security.”


Cisco expands IoT portfolio with Catalyst industrial switches

Cisco is rolling out new IoT networking products, developer tools, validated design guides and partner specializations, including the following:

  • New Catalyst industrial switches and industrial Integrated Services routers purpose-built for IoT environments. Both run Cisco's IOS XE operating system and are managed by Cisco DNA Center, which gives customers a single pane of glass view across their campus, branch and IoT environments. Both are now commercially available.
  • A new IoT Developer Center with learning materials, developer tools and support resources.
  • Three new Cisco Validated Designs for utilities, These are blueprints for IoT architectures that have been tried and tested,
  • IoT partner training and specialization programs. Cisco IoT certified partners gain the highest visibility across our sales teams and customers as trusted advisors across all IoT projects. Cisco also has a rich ecosystem of industry partners, ISVs, machine builders and service providers to deliver IoT projects for customers in manufacturing, transportation, energy, retail, public sector and more.

“In IoT, the conversation is about business outcomes. It starts with secure connectivity as the foundation of every IoT deployment. By providing scale, flexibility and security, we’re turning the network into a secret weapon for our IoT customers,” said Liz Centoni, senior vice president and general manager, IoT at Cisco. “And, with a new DevNet IoT developer center, we’re empowering thousands of partners and developers around the world to build upon our IoT platform.”

“We closely collaborated with Cisco on Cisco's new compact, low-power industrial router to meet the stringent environmental and safety standards used in the utilities industry,” said Didier Hinguant, telecom director, Enedis. “We operate and deploy our connected grid with thousands of Cisco routers via Field Network Director zero touch provisioning, with an agile, highly secure and future proof network using IPv6 to address our scalability constraints."

https://newsroom.cisco.com/press-release-content?type=webcontent&articleId=1964024

Eoptolink samples sub-10W 400G DR4/FR4 transceivers

Eoptolink Technology announced sampling of the first sub-10W 400G QSFP-DD and OSFP DR4 and FR4 optical transceiver products.

The new optical transceivers are enabled by Broadcom’s latest 7nm 400G 8:4 gearbox PHY device, the BCM87400.

Eoptolink said its new transceivers feature a typical power consumption of 8W in compact form factors. This enables higher switch density and better system-level thermal performance, allowing network operators to cost-effectively transition to 400G Ethernet. Eoptolink's QSFP-DD's (EOLD-134HG-5H-M DR4 and EOLD-164HG-02 FR4) and OSFPs (EOLO-134HG-5H-M DR4 and EOLO-164HG-02FR4), enable simpler and cost-effective designs for equipment vendors and lower OPEX costs for network operators.

The DR4 and FR4 modules are fully MSA compliant and the full functionality of the gearbox and transceiver has been tested and verified together in 400G switches using the Broadcom Tomahawk 3 chipset with error-free operation and full interoperability. The DR4 modules support break-out applications with independent channel function for 4x100GbE enabling shuffle and aggregation applications using DR links.

Eoptolink has also demonstrated 10km transmission distance that provides additional margin to the required 2km distance for FR4 transmission, showing a smooth way forward to support 400G LR4 applications when the standard is finalized.

Eoptolink 400G DR4 and FR4 Module Highlights
  •  2 km transmission distance for DR4 and FR4 modules
  •  Sub 10W power consumption
  •  Fully IEEE and MSA compliant QSFP-DD and OSFP transceiver modules
  •  Break-out support to 4x 100G DR, FR or LR
  •  Operation temperature range 0℃ to 70℃
“With the general availability of 12.8-Tb/s switches such as Broadcom’s Tomahawk 3, hyper-scale data center operators and cloud providers will be leveraging the 400GbE ports in these switches to address increasing demand for higher bandwidth. Our low power 7nm Centenario PAM-4 DSP is essential to support high density 400G connectivity using QSFP-DD and OSFP optical modules, accelerating the adoption of 400GbE network infrastructure. With Eoptolink sampling the first optical modules based on Centenario, hyperscale and cloud network providers can deploy high density 400G switches with the lowest power optics available delivering uncompromised performance,” said Lorenzo Longo, senior vice president and general manager of the Physical Layer Products Division at Broadcom.

“At Eoptolink, we are constantly improving the transmission performance of our modules to help our end customers. Broadcom’s 7nm DSP enables us to provide optical modules with the industry’s best performance at the lowest power. During 2018 the 400G ecosystem has been maturing and now all the sub-components for the transceivers are available in mass production. We are delighted to be the first transceiver manufacturer to offer these low power QSFP-DD and OSFP modules in high volume production thereby accelerating 400G adoption,” said Richard Huang, CEO at Eoptolink.

Orange acquires SecureData, a UK-based consultancy

Orange has acquired SecureData Group, a UK-based cybersecurity service provider, for an undisclosed amount.

SecureData, has over 200 employees in the UK and South Africa, a cybersecurity consultancy with a 25-year track record. The company recorded annual revenues of circa 50 million euros in 2018 and has enjoyed consistent growth rates of approx. 20% since 2016.

Orange said SecureData will help reinforce its strategic position in cyberdefense by bringing a new source of expertise and innovative technology. SecureData also boasts an advanced cyber-SOC (Security Operations Center) in the UK that will reinforce Orange Cyberdefense’s international reach by building upon the existing network of nine cyber-SOCs dedicated to monitoring and responding to security breaches on behalf of its customers.

“We are very proud and happy to announce the acquisition of SecureData, which will mark a major milestone in Orange’s development in Europe’s cybersecurity market. SecureData, just like Orange Cyberdefense, has successfully made the transition toward Managed Security Services, and shares the same passion for Cyber. We will progressively co-build together the operational and commercial synergies, with the patronage and experience of Michel Van Den Berghe, CEO of Orange Cyberdefense. Cybersecurity has become a critical element for both large and small companies as they evolve in an increasing digital-reliant world. We are convinced that the combined expertise of Orange Cyberdefense and SecureData will provide a powerful resource for our customers in ensuring the protection of their valuable data.” said Hugues Foulon, Executive Director of Strategy and Cybersecurity activities at Orange.

Ian Brown, Executive Chairman at SecureData commented “We are both thrilled and excited to be joining the Orange Cyberdefense family. Both organisations share the same vision and aspiration for the cybersecurity market, and have many complementary services and skills. By being part of Orange we will be able to better serve the international needs of many of our existing customers as well as providing enhanced cyber services to Orange customers with the UK”.

CyrusOne activates IBM Cloud Direct Link

CyrusOne has activated IBM Cloud Direct Link within its data center in Carrollton, Texas. The service is further available to customers in the U.S. via CyrusOne’s National IX.

IBM Cloud Direct Link provides customers with a secured, dedicated network connection from their own IT infrastructure to the IBM Cloud.

CyrusOne operates more than 45 data center facilities across the United States, Europe, and Asia

“We are excited to welcome IBM Cloud into the CyrusOne ecosystem. IBM is a world leader in cloud services, and connecting to our National IX provides a competitive advantage for customers in Texas and across the United States,” said John Gould, executive vice president and chief commercial officer, CyrusOne. “The Dallas Metro Area has seen rapid growth in cloud services, and locating in our state-of-the-art Carrollton facility provides the lowest latency for customers in the Texas markets.”

Japan's KDDI deploys Nokia's G.fast in apartment buildings

Japan's KDDI is deploying Nokia's G.fast solution to apartments and multi-dwelling units (MDU) buildings to power its "au Hikari MDU Type G" service.

Nokia said its solution will enable KDDI to use existing copper lines in MDU buildings to deliver 830 Mbps combined uplink and downlink speeds to customers.

Nokia's G.fast solution supports Japan's VDSL2 specifications, which will minimize the impact to existing VDSL systems and enable operators to quickly upgrade their high-speed internet service to gigabit-class through a CPE replacement. 

Shigenari Saito, Administrative Officer, General Manager, Network Technology Development Division, Technology Sector, at KDDI said:  "KDDI already provides 10Gbps service for our 'au Hikari' FTTH customers, but the speed we can provide has been limited to 100Mbps service for MDUs where fiber is difficult to deploy.  Nokia's G.fast solution enables us to connect existing 100Mbps users and new G.fast users under the same DPU (distribution point unit).  This gives us the flexibility and economical path to meet the customer's demands for higher speed.  Our decision to deploy Nokia G.fast is based on our long-term relationship,  Nokia continues to be our long-term partner for delivering technology innovations."

Digital Realty and Facebook sign renewable energy deal

Digital Realty announced a virtual power purchase agreement on behalf of Facebook, a client at some of its data centers.

Specifically, Digital Realty has executed a long-term renewable power purchase contract with SunEnergy to secure approximately 80 megawatts of solar power capacity for Facebook. The solar project will be located within Virginia Electric and Power Company territory in North Carolina.  All renewable energy certificates and environmental claims will be delivered to Facebook.

"Our scale and position as a leader in data center sustainability enabled us to execute this first of its kind agreement in support of Facebook's sustainability goals," said Digital Realty Chief Executive Officer A. William Stein.  "Many of our customers have specific renewable energy requirements, and we work diligently to provide cost-competitive solutions tailored to their needs.  We were able to take Facebook's quality standards and timeline into consideration and deliver this solution in a competitive marketplace and at a competitive price.  We are very pleased to be part of the solution enabling Facebook to achieve its renewable energy goals." 

Friday, February 1, 2019

Handelsblatt: DT and Telefónica may avoid 5G equipment regulatory ban

German federal telecom regulators, including representatives from the Federal Office for Information Security (BSI) and the Federal Network Agency, agreed to tighten the security requirements for next-gen telecom networks, according to Handlesblatt. The decision follows pressure from the U.S. government to ban equipment from Chinese vendors from key functionality in 5G networks.

The Handelsblatt report states that the German government may ask network operators to voluntarily refrain from installing equipment from Huawei rather than implementing a regulation requiring them to do so.

https://www.handelsblatt.com/unternehmen/it-medien/aufbau-5g-mobilfunknetz-telekom-und-telefnica-bereiten-sich-darauf-vor-huawei-aus-ihren-kernnetzen-zu-verbannen/23932526.html?ticket=ST-60430-b0U7BZfY5wiDyWwj6jBl-ap1

Thursday, January 31, 2019

Nokia sees 5G driving wider upgrade cycle

Nokia reported Q4 2018 sales of EUR 6.9bn, up 3% year over year compared to EUR 6.7bn in Q4 2017 on both a reported and constant currency basis.

Nokia said its top line performance reflects the strong competitiveness across its portfolio and that its strategy execution is tracking well.

Rajeev Suri, President and CEO of Nokia, stated: "Looking forward, I expect Nokia’s performance to strengthen for the full year 2019 versus 2018 and our view of a fast and meaningful shift to 5G remains unchanged. Given that 5G rollouts will be staggered over the course of the year, we expect 2019 to have a soft first half followed by a much more robust second half."

"Over the longer-term, we expect a virtuous cycle of investment, where operators update their networks across multiple domains – from optical to macro radio, fixed wireless access to cloud core, small cells to IP routing, network agnostic software and more. Following this, we expect a second wave where industrial customers will invest in private wireless technology including LTE and 5G-ready networks. With our end-to-end portfolio, Nokia is well-positioned to tap this extended cycle."



Some highlights from Nokia's Networks business

  • Ultra Broadband Networks net sales increased 7% year-on-year, primarily due to Mobile Networks, which benefitted from growth in radio networks and small cells. On a constant currency basis, Ultra Broadband Networks net sales increased 6%.
  • Global Services net sales increased 7% year-on-year, primarily due to network implementation and, to a lesser extent, systems integration and managed services. On a constant currency basis, Global Services net sales increased 8%.
  • IP Networks and Applications net sales increased 5% year-on-year due to both Nokia Software and IP/Optical Networks, primarily driven by our technology leadership. On a constant currency basis, IP Networks and Applications net sales increased 4%.
  • The increase in IP/Optical Networks net sales was due to IP routing, reflecting strong uptake of our market leading FP4 portfolio, partially offset by optical networks. Despite clear supply chain improvements in the fourth quarter 2018, on a sequential basis, IP routing net sales continued to be adversely affected by some remaining shortages of certain components. The net sales performance in optical networks was solid in the context of a tough year-on-year comparison to a particularly strong fourth quarter 2017, which benefitted from certain large projects in Europe and Middle East & Africa.
  • Nokia Software net sales in the fourth quarter 2018 achieved a record level, resulting from investments to build a dedicated software sales force and increasingly strong demand for the company's software portfolio built on a 5Gready and cloud-native Common Software Foundation. The increase in Nokia Software net sales was supported by significant percentage growth in CloudBand NFV management and orchestration, NetGuard security and self-organizing
  • network software solutions, as well as network management and digital networks. Boosted by 5G commercialization and strong demand for cloud-native solutions, growth was particularly strong in North America, Asia-Pacific and Latin America.

https://www.nokia.com/sites/default/files/files/nokia_results_2018_q4.pdf

AWS hits Q4 sales of $7.43 billion, up 45% yoy

In its quarterly financial report, Amazon disclosed that AWS generated sales of $7.43 billion, up 45% over the same period last year, and operating income of $2.177 billion, up 61% year over year. AWS now represents about 10% of Amazon's overall revenue and about 58% of its overall operating income.

Amazon Web Services (AWS) announced several enterprise customers during the quarter: Ellie Mae, Korean Air, Santander’s Openbank, and Pac-12 are going all-in on AWS; Mobileye and Guardian Life Insurance named AWS their preferred public cloud provider; Amgen will leverage AWS as its strategic infrastructure provider for the vast majority of its cloud infrastructure; and National Australia Bank announced they’ve chosen AWS as their long-term strategic cloud provider.