Sunday, May 5, 2019

Events this week

Events this week: May 6-11, 2019

Big 5G Event in Denver;
RedHat Summit in Boston:
Google I/O in Mountain View;
Satellite 2019 in Washington, D.C.,
SAP Sapphire Now in Orlando.

Thursday, May 2, 2019

Portugal's ONI Telecom picks Nokia 1830 Photonic Service Demarcation

ONI Telecom of Portugal will deploy the Nokia 1830 Photonic Service Demarcation (PSD) to provide 10G dedicated links to customers in key Portuguese cities.

The Nokia 1830 PSD is a universal Ethernet and Wavelength service demarcation device that extends the optical network through to the customer premises.  Based on a new MEF 3.0 standard, the Nokia 1830 PSD provides both Wavelength and Ethernet services in a low-power, small-footprint device.

Nokia said its solution will enable ONI to manage and monitor its entire transport network, end-to-end. It effectively extends ONI's optical domain management system, the Nokia NFM-T, across the entire network, up to and including the 1830 PSD at the customer premises.

Paulo Teixeira, from Engineering and Planning of ONI Telecom, said: "With this device, Nokia is helping us to provide cost-effective and guaranteed 10G wavelength services to our enterprise customers in key metro markets. With the growing importance of public-private cloud deployments, we are especially pleased to be able to offer our customers dedicated optical links with full-service assurance to their premises."

Miguel Araújo, CT Head of Portugal at Nokia, said: "The 1830 PSD is an exciting addition to our optical networking solution set. Paired with the Nokia NFM-T optical manager, it provides a unique solution for dedicated optical links, especially useful for enterprise wavelength services and datacenter interconnect. We have been very pleased to work closely with ONI Telecom as they deploy this world-leading 10G wavelength service to their customers."

FCC offers incentives to rural carriers for faster broadband

The FCC’s Wireline Competition Bureau extended offers of broadband subsidies to 516 rural “rate-of-return” companies in 46 states through a predictable cost model, rather than the current legacy system, which dates to the era of voice-only service. The action could result in over 1 million rural homes getting faster broadband service.

The FCC voted to make this offer in December.

To get the subsidies, the rural carriers would be required to deploy broadband on a defined schedule over the next decade at speeds of at least 25 Mbps download/3 Mbps upload to homes and businesses fully funded by the model.  If all carriers opt in to the offer, they will be required to deploy 25/3 Mbps broadband to at least 1,126,082 homes and businesses. 

The FCC also noted that its action will increase the obligation to deploy high-speed broadband even for those carriers that do not accept the offer of model-based support.  Under prior rules, legacy carriers were only required to deploy 10/1 Mbps broadband to 115,441 locations; they were not required to deploy 25/3 Mbps broadband to any locations.  As a result of the Commission’s December vote, the Bureau has increased those obligations so that legacy carriers will be required to deploy 25/3 Mbps broadband to at least 600,535 locations.

Rate-of-return carriers receive approximately $2.4 billion each year of the FCC’s $4.794 billion in universal service support for rural broadband, and of that, the 262 companies that have already elected A-CAM support get approximately $607 million per year.  Carriers currently receiving legacy support have 45 days to opt in to today’s A-CAM offer.

Arista reports strong Q1, warns that cloud titan spending tightens

Arista Networks posted revenue of $595.4 million for its first quarter ended March 31, 2019, essentially flat compared to the fourth quarter of 2018, and an increase of 26% from the first quarter of 2018. GAAP gross margin was 63.9%, compared to GAAP gross margin of 62.9% in the fourth quarter of 2018 and 64.1% in the first quarter of 2018. GAAP net income amounted to $201.0 million, or $2.47 per diluted share, compared to GAAP net income of $144.5 million, or $1.79 per diluted share in the first quarter of 2018. Non-GAAP net income was $187.7 million, or $2.31 per diluted share, compared to non-GAAP net income of $134.1 million, or $1.66 per diluted share in the first quarter of 2018.

"Arista's Q1 results demonstrate our consistent execution and profitability despite the seasonality of the quarter. We are witnessing the deployment of cloud principles into new enterprise markets,” stated Jayshree Ullal, Arista President and CEO.

The cloud titan segment was once again Arista's largest vertical in Q1.
International sales amounted to 26%.

Regarding its Q2 guidance, Arista said it expects slower growth than its normal pattern:

  • Revenue between $600 million and $610 million;
  • Non-GAAP gross margin between 64% to 65%, and
  • Non-GAAP operating margin of approximately 36%

On a conference call, Arista executives said the massive spending by cloud titans in 2018 has led to a period of absorption in the first half of 2019. Specifically, one of Arista's hyperscale cloud titan customers has placed most orders on hold for Q2. Company executives said the sudden slowdown in orders from this cloud titan occurred in mid-March. Weaker spending by other cloud titans is also expected in Q2. The Service Provider segment is also lackluster. Meanwhile, enterprise sales momentum is healthy.

Arista’s board of directors also authorized a $1.0 billion stock repurchase program.

Acacia's revenue leaps to $105M, up 44% yoy

Acacia Communications posted Q1 2019 revenue of $105.2 million, up 44% year-over-year. GAAP gross margin was 47.4%. GAAP net income was $7.0 million and non-GAAP net income was $15.4 million.

“I am pleased with our strong first quarter results, which exceeded the high end of our guidance on revenue, non-GAAP gross margin, non-GAAP net income and non-GAAP diluted EPS,” said Raj Shanmugaraj, President and Chief Executive Officer of Acacia Communications. “Our continued investment in industry leading coherent technologies has helped us develop a broad portfolio of products that address the needs of network operators from edge to submarine networks. We believe we are well positioned to benefit from the adoption of coherent technologies in shorter-reach pluggable interfaces.

NeoPhotonics posts revenue of $79.4 million

NeoPhotonics reported Q1 2019 revenue of $79.4 million, down 13% quarter-over-quarter and up 16% year-over-year. Gross margin was 19.8%, down from 24.8% in the prior quarter. Non-GAAP diluted net loss per share was $0.19, down from net income per share of $0.05 in the prior quarter

“NeoPhotonics delivered strong year over year growth in our seasonally low first quarter. We are focused on the highest speed coherent solutions that are well-aligned with leading industry trends, which has positioned us to benefit from growing deployments of high baud rate systems for 200G to 600G globally,” said Tim Jenks, NeoPhotonics Chairman and CEO. “These higher bandwidth systems accentuate the unique value proposition of our ultra-narrow linewidth lasers and high performance photonic integrated chips,” concluded Mr. Jenks.

Netscout posts revenue of $235M, beating preliminary estimates

Netscout Systems reported revenue of $235.0 million for its fourth quarter and full fiscal year 2019 ended March 31, 2019, compared with $235.2 million in the same quarter one year ago. Non-GAAP total revenue for the fourth quarter of fiscal year 2019 was $235.2 million versus $238.5 million in the same quarter one year ago. Fourth-quarter non-GAAP revenue in fiscal year 2018 included $10.7 million attributable to the handheld network test (HNT) tools business that was divested in mid-September 2018.

Product revenue (GAAP and non-GAAP) for the fourth quarter of fiscal year 2019 was $125.5 million, which was approximately 53% of total revenue.

Service revenue (GAAP) for the fourth quarter of fiscal year 2019 was $109.5 million, or approximately 47% of total revenue versus service revenue (GAAP) of $113.0 million, or approximately 48% of total revenue, for the same period one year ago.

“Our fourth-quarter fiscal year 2019 performance was fundamentally consistent with the preliminary results that we announced last month,” stated Anil Singhal, NETSCOUT’s president and CEO. “Our fourth-quarter revenue was lower than planned primarily due to delayed revenue recognition on a large service assurance project at an international mobile operator. Nevertheless, we produced a good quarter in our enterprise customer segment with solid organic expansion due to strong growth in our DDoS product area and relatively stable results in the service assurance product area. Our operating profitability was driven by strong gross margins due in part to higher software sales and lower operating expenses, with EPS exceeding our preliminary estimate due to a lower-than-anticipated tax rate.”

NETSCOUT trims quarterly outlook citing delayed project

NETSCOUT SYSTEMS announced preliminary financial results for its fourth quarter and fiscal year ended March 31, 2019 below previous guidance.

The company now expects 4Q FY2019 revenue to be approximately $15 million lower than originally anticipated, primarily due to delayed revenue recognition on a large service assurance project at an international mobile operator. However, NETSCOUT anticipates a solid quarterly GAAP and non-GAAP EPS performance due to healthy gross margins resulting from a more favorable product mix and lower operating costs.

Anil Singhal, NETSCOUT’s president and CEO, stated, “Our fourth-quarter fiscal year 2019 revenue shortfall was primarily caused by a longer-than-expected implementation schedule for the largest phase of a $15 million project at an international mobile operator, which delayed revenue recognition. Nevertheless, we expect that the revenue associated with this phase of our customer’s project will be recognized within the next several quarters. Despite this delay, we produced another quarter of solid top-line results in our enterprise customer segment and experienced a relatively strong performance in our security product area. Healthy gross margins aided by good adoption of our software-centric offerings and cost controls throughout the year played important roles in our ability to successfully achieve our prior EPS guidance.”

Zain now serves 50 million customers in Middle East & Africa

Zain Group, which delivers mobile services in eight markets across the Middle East and Africa, reached the 50 million customer milestone as of the end of Q1 2019, reflecting a 6% increase year-on-year (Y-o-Y).

Zain Group generated consolidated revenues of KD 404 million (USD 1.33 billion) for the first quarter of 2019, up 56% compared to the same period in 2018. EBITDA for the quarter reached KD 178 million (USD 586 million), up 111% Y-o-Y, reflecting an EBITDA margin of 44%. Net income for the quarter reached KD 47 million (USD 155 million), up 15% Y-o-Y reflecting Earnings Per Share of 11 Fils (USD 0.04). 

Group data revenue experienced a 118% growth in Q1 2019, representing 37% of the Group’s total revenue. It should be noted that the data growth is predominantly due to the consolidation of Zain KSA results.
The three-month period was further highlighted by the notable 77% increase in net income in Zain Iraq; healthy net profit growth of 11% by Zain Kuwait and 55% by Zain Bahrain; with Zain Sudan continuing to perform exceptionally well in all key financial indicators in local SDG currency terms.

Commenting on the results, Chairman of the Board of Directors of Zain Group, Mr. Ahmed Al Tahous said, “The impressive first quarter 2019 results were achieved through the Board’s and Executive Management’s focus on implementation of the digital transformation strategy that has seen substantial investments in network upgrades, fiber optics and 5G readiness. These initiatives have been aimed at diversifying income sources primarily from digital-related areas and at the same time improve customer experience. We will continue driving cost optimization initiatives to improve the efficiency of the operations and seek new lucrative opportunities in driving the business forward and increasing shareholder value.”

Kuwait: Maintaining its market leadership, the flagship operation of Zain Group saw its customer base serve 2.6 million in a very challenging period that witnessed improving net profit for the quarter. Revenue generated for the quarter reached KD 82 million (USD 271 million), and net income increased 11% to reach KD 21 million (USD 70 million). Zain Kuwait’s EBITDA amounted to KD 32 million (USD 105 million), a 21% increase Y-o-Y, with EBITDA margin standing at 39% for the quarter. Data revenue grew by 9% Y-o-Y, representing 38% of total revenue. 

Saudi Arabia: Despite the fierce competition present in the Saudi telecom market, the operation’s ongoing transformation has resulted in Zain KSA having recorded net profit for the last three consecutive quarters with revenue growing quarter-on-quarter. For Q1 2019, Zain KSA recorded revenue of SAR 2.1 billion (USD 559 million), a 24% increase to the same period in 2018. EBITDA for the quarter amounted to SAR 955 million (USD 255 million), up 67% from SAR 571 million (USD 152 million) in Q1 18. The operator’s EBITDA margin for Q1 2019 stood at 46%. Net income for Q1 2019 reached a healthy SAR 129 million (USD 34 million); a marked improvement on the loss of SAR 77 million (USD 21 million) recorded for Q1 2018. Impressively, data revenue represents 44% of total revenue. 

Iraq: Zain Iraq performed exceptionally well in Q1 2019 when compared to the corresponding three-month period in 2018, with revenue reaching USD 262 million, and EBITDA having reached USD 109 million, up 13% Y-o-Y and reflecting an EBITDA margin of 42%. The operation reported a net profit of USD 14.2 million, up 77% on the USD 8 million profit recorded in Q1 2018. The operator added 1.5 million customers (up 10% Y-o-Y) to reach 16 million and witnessed significant growth in data revenue, as well as profitable progress in the enterprise (B2B) segment. 

Sudan: In local currency (SDG) terms, the operator continues to perform well, as revenue grew by 50% Y-o-Y to reach SDG 3.1 billion (USD 66 million, down 23% in USD terms) for Q1 2019. EBITDA increased by 54% to reach SDG 1.2 billion (USD 26 million, down 21% in USD terms), reflecting an EBITDA margin of 39%, while net income increased by 67% to reach SDG 509 million (USD 11 million, down 22% in USD terms). Data revenue formed 18% of total revenue, with an impressive growth of 63% (Y-o-Y) in SDG terms. Zain Sudan now serves 15.1 million customers, reflecting a 9% growth compared to Q1 ‘18. 

Jordan: Zain Jordan serves a customer base of 3.7 million customers as at the end of Q1 2019, maintaining its market leadership. Revenue reached USD 117 million, with EBITDA increasing 18% to USD 56 million, reflecting an EBITDA margin of 48%. Net income was relatively stable increasing 1% to USD 18 million. With the continual expansion of 4G services across the country, data revenue grew by 2% Y-o-Y, and now represents 40% of total revenue. 

Bahrain: During Q1 2019, Zain Bahrain generated revenue of USD 41 million. EBITDA for the period increased 48% to USD 15 million, reflecting an EBITDA margin of 35%, while net income increased 55% to USD 5 million. The operation’s focus on new, attractive packages coupled with a totally revamped 4G network resulted in data revenue representing 47% of overall revenue.

Wednesday, May 1, 2019

AlCan ONE terrestrial cable to bring 100 Tbps capacity to Alaska

Construction is underway on an all-terrestrial fiber cable linking Alaska with the contiguous United States with a capacity of 100 Tbps.

AlCan ONE (Alaska Canada Overland Network) is a project of MTA, locally owned and operated Alaskan cooperative. MTA said it has secured partnerships with Canadian carriers in order to extend MTA’s existing network from North Pole, Alaska, through Canada and on to any major hub in the United States. Only traffic that both originates and terminates in the United States will be carried over MTA Fiber Holdings’ all-fiber network.

“This new terrestrial network will ensure the future viability and growth of the internet in Alaska,” said Burke. “Alaska’s leaders have talked about a terrestrial fiber optic path out of the state for more than 20 years. We are pleased to be the ones to be able to make this a reality. This will be a major win for the people who live, play and work in Alaska, supporting business, job growth, and ultimately, the state’s economy.”

Orange and Dell collaborate on multi-access edge

Dell Technologies and Orange announced a collaboration agreement for distributed cloud architectures.

Specifically, Dell Technologies and Orange will collaborate on the definition and development of:

  • Edge technology use cases, business models and proof of concepts
  • Open source consortia and partnerships for the edge ecosystem
  • Definition and validation of infrastructure accelerators, such as FPGAs, GPUs, and SmartNICs, for edge workloads, including Cloud/Virtual RAN (CRAN/vRAN), MEC, and real-time, interactive, latency-sensitive applications
  • AI/ML-enabled software to support remote automation of a multi-technology, heterogeneous edge built on virtual machines, containers, and bare metal workloads
  • Edge infrastructure platforms supporting Telco environmental, space, operational and automation requirements.

“Orange entered this agreement with Dell Technologies to work jointly on a variety of topics revolving around edge computing and acceleration technologies that will be key to reach the full promise of 5G,” said Stéphane Demartis, vice president, Orange, Corporate Cloud Infrastructure. “We believe it’s essential to prepare the ecosystem for telco use cases while progressing in our knowledge of the future technologies. Orange expects from this partnership with Dell EMC not only technical but also business outcomes in order to fuel our strategy towards Multi-access edge computing transformation.”

Liqid delivers software-defined fabric for AI workloads on Dell

Liqid, which has developed a software-defined composable infrastructure platform, announced an OEM relationship with Dell Technologies OEM & IoT Solutions.

Liqid's software-defined fabric can be coupled with the Dell EMC PowerEdge portfolio to deliver low-latency resource allocation to pools of disaggregated GPUs, FPGAs, CPUs, NVMe storage and Intel Optane memory extension technologies. This enables users to orchestrate balanced systems for each AI phase of data ingest, cleaning/tagging, training, and inference, while minimizing the data center footprint.

Liqid is based in Broomfield, Colorado.

“AI workloads represent a highly uneven series of compute processes in which data is moved from one system to the next depending on the task, with resources sitting idle much of the time. The cost associated with these architectural inefficiencies can make AI, edge computing, and other economy-driving technologies unsustainable for many users,” said Sumit Puri, CEO and Cofounder, Liqid. “We are proud to work with Dell Technologies OEM & IoT Solutions to provide solutions based on our respective, award-winning technologies, delivering composable infrastructure that permit users to utilize a single, comprehensive, adaptive platform to increase utilization by at least 2-3X and reduce the data center footprint for high-value applications.”

“Many organizations are looking for ways to integrate AI and machine learning into their IT infrastructure while avoiding the hardware sprawl and inefficiencies that often come with it,” said Ron Pugh, Vice President, Dell Technologies OEM & IoT Solutions. “Liqid now can provide its composable solutions for AI, based on trusted Dell EMC PowerEdge infrastructure and support, for IT users seeking to improve utilization and efficiency for data-intensive applications.”

II-VI posts solid quarter, ROADM device sales up 50% yoy

II-VI Incorporated reported revenue of $342.4 million for its fiscal third quarter ended March 31, 2019, compared to $294.7 million in the same period a year earlier.

“We delivered another solid quarter of performance with another record backlog. Growth was widespread in the quarter across both our core and growth markets. In our core markets, we saw the leading edge of the global deployment of 5G accelerate and drive strong demand for our products. We saw particular strength from ROADM demand, which grew well over 50% compared to Q3 of last year,” said Dr. Vincent D. (Chuck) Mattera, Jr., President and Chief Executive Officer. “For the military end market, we acquired Redstone Aerospace, an entrepreneurial firm with unique capabilities in defense-related applications as we continue our investment in the emerging high-energy laser market. The industrial end market was steady.”

“In our growth markets, the quarter’s performance was also driven by very strong growth in EUV and SiC, both of which now have expanded capacity in place. In 3D sensing, we expect to see increases in shipments in the second half of this calendar year and we have achieved an important design win in an Android platform. Our global II-VI teams made great progress on the integration planning of the Finisar acquisition. We are looking forward to final regulatory approval from China, which we still believe will occur mid-year 2019.”

II-VI also said its acquisition of Finisar is on track for the first half of CY19.

CyrusOne sees strong start to year for colocation bookings

CyrusOne, a premier global data center REIT with 48 data centers worldwide, reported revenue of $225.0 million for the first quarter, compared to $196.6 million for the same period in 2018, an increase of 14%. Net income was $89.4 million for the first quarter, compared to net income of $43.5 million in the same period in 2018. Net income for the first quarter included a $101.2 million unrealized gain on the Company’s equity investment in GDS, a leading data center provider in China, due to an increase in GDS’s share price during the quarter. Net income per diluted common share3 was $0.82 in the first quarter of 2019, compared to net income per diluted common share of $0.45 in the same period in 2018.

The company attributed the increase in revenue primarily to a 22% increase in occupied colocation square feet (CSF) from organic growth and its Zenium acquisition, as well as additional interconnection services.

“We are off to a great start to the year, with strong operational and financial performance, and leasing contributions across the portfolio as our international expansion creates an increasingly balanced and diversified business with a presence in the most important markets in the world,” said Gary Wojtaszek, president and chief executive officer of CyrusOne.

Some highlights:

  • CyrusOne leased approximately 16 MW of power and 93,000 CSF in the first quarter, representing $2.3 million in monthly recurring rent, inclusive of the monthly impact of installation charges, or approximately $27.2 million in annualized GAAP revenue7, excluding estimates for pass-through power. 
  • The weighted average lease term of the new leases, based on square footage, is 56 months (4.7 years), and the weighted average remaining lease term of CyrusOne’s portfolio is 56 months (taking into account the impact of the backlog). 
  • Recurring rent churn for the first quarter was 2.1%, compared to 0.5% for the same period in 2018.
  • In the first quarter, the Company completed construction on 249,000 CSF and 48 MW of power capacity across five projects in Northern Virginia, the New York Metro area, and Raleigh-Durham. 
  • CSF leased as of the end of the first quarter was 90% for stabilized properties10 and 86% overall.

Equinix's revenues rise 12% YOY to $1.363 billion

Equinix reported quarterly revenue of $1.363 billion, a 4% increase over the previous quarter and up 12% over the same period last year. Net income amounted to $118 million, a 7% increase over the previous quarter.

"Equinix had a strong start to the year, delivering our best ever Q1 operating results including our largest ever quarter-over-quarter revenue step-up and our second-highest net bookings. Our bookings spanned more than 3,000 customers, with cross-border bookings up substantially year-over-year. We processed over 4,000 deals in the quarter, highlighting the diversity and high-volume nature of the Equinix retail colocation business," stated Charles Meyers, President and CEO, Equinix.

Some highlights:

  • Key customer wins and expansions included Hutchison 3G UK Limited, SpaceX and Tencent Holdings
  • Interconnection revenues continued to outpace colocation revenues in Q1 with total interconnections increasing to greater than 341,000
  • Raised $1,242 million in equity and S&P credit rating upgraded to investment grade (BBB-)

eSilicon Tapes Out 7nm 400G Gearbox/Retimer Test ASIC

eSilicon announced the tapeout of a 7nm test ASIC that supports 400G gearbox and retimer functionality. Fabrication is expected in September.

A gearbox converts multiple serial data streams at one rate to multiple streams at another rate. Serial-to-parallel and parallel-to-serial converters (SerDes) are critical to this functionality. A retimer improves signal integrity by equalizing, retiming and re-conditioning the received data to extend reach.

The test ASIC includes four lanes of eSilicon’s long-reach 112 Gbps SerDes and eight lanes of its long-reach 56 Gbps SerDes. The eSilicon SerDes IP is integrated with media access control (MAC), forward error correction (FEC) and gearbox IP from Precise-ITC. The test ASIC is designed to allow customers to evaluate eSilicon’s SerDes IP and the Precise E-pak Ethernet IP in a test vehicle that is representative of a real-life application. It features long reach and low power as well as low latency for time-critical applications, such as high-performance computing. The technology in the chip can be used as the basis for developing 400G and 800G systems.

“This new test ASIC will open up new opportunities for our customers,” said Hugh Durdan, vice president, strategy and products at eSilicon. “We employed the latest release of our StarDesignerä 7nm flow for this design. Thanks to the global, early analysis of integration challenges delivered by the flow, we were able to meet all performance parameters for this design and tape out on schedule.”

Qualcomm's revenue dips, Apple settlement to bring $4.5 billion

Qualcomm reported revenue of $5.0 billion for its fiscal second quarter ended March 31, 2019, down from $5.2 billion for the same period last year. Net income was $0.9 billion, down 19% from the $1.2 billion last year.

Qualcomm said its recent settlement with Apple should result in estimated revenues of $4.5 billion to $4.7 billion, consisting of a payment from Apple and the release of
obligations to pay or refund Apple and the contract manufacturers certain customer-related liabilities.

“We delivered a better than expected quarter with earnings per share above the high end of our estimates, reflecting stronger QTL results and solid execution in QCT,” said Steve Mollenkopf, CEO of Qualcomm Incorporated. “We are also pleased to have reached multi-year agreements with Apple and look forward to continuing to support them as a customer. We are executing well on our strategic priorities as 5G commercial launches begin around the world. "

Aryaka raises $50M Series F for Global Managed SD-WAN

Aryaka, a start-up based in San Mateo, California, closed a $50 million Series F round for expanding its global, managed SD-WAN solution.

The funding round was led by Goldman Sachs Private Capital Investing and joined by existing investors including Trinity Ventures, Mohr Davidow Ventures, Nexus Venture Partners, InterWest Partners, Presidio Ventures, Third Point Ventures and DTCP. This brings Aryaka’s total funding to $184 million.

“We’re constantly evaluating the market for high-growth companies that are leaders in their space. Our research shows that Aryaka offers a compelling solution for the SD-WAN market that continues to grow exponentially including increased adoption of SD-WAN managed services,” said Matthew Dorr, vice president at Goldman Sachs Private Capital Investing. “We decided to invest in Aryaka because of their highly differentiated offering, strong customer base, global footprint and their experienced management team.”

“We are pleased to receive this investment from Goldman Sachs. This new investment allows us to further accelerate our business momentum and endorses our growth strategy,” said Matt Carter, CEO of Aryaka. “We are extremely well positioned to help our customers drive WAN transformation and their multi-cloud and application performance initiatives; all while being delivered ‘as-a-service’.”

Aryaka cited accelerated business growth over the next 12 months, resulting in thousands of globally managed sites and significantly larger annual recurring revenue (ARR) streams. Aryaka has partnerships with the leading public cloud providers including AWS, Microsoft Azure, Google, Oracle and others. In addition, through partnerships with Palo Alto Networks, Symantec and Zscaler, Aryaka brings a full-fledged security solution to the edge. The company says it currently has more than 800 global customers, including JAS Worldwide, HMSHost International, Makino, Pilot Freight, Element Solutions, Allegis, and City & Guilds Group.

Comcast acquires Deep Blue for commercial WiFi management

Comcast has acquired Deep Blue Communications, which specializes in engineering, installing, and managing commercial WiFi networks. The company is based in Latham, NY. Financial terms were not disclosed.

Comcast said the acquisition allows it to combine the power and reliability of its own advanced network solutions with intelligent, managed WiFi expertise.

“Customers will benefit from our expertise in advanced business and network solutions with Deep Blue Communications’ know-how in providing commercial, managed WiFi at scale,” said Bill Stemper, President, Comcast Business. “We look forward to delivering innovative solutions that will drive competitive advantage and growth in key vertical industries such as hospitality and entertainment.”

CenturyLink Private Cloud offers Dell EMC PowerEdge servers

CenturyLink Private Cloud on VMware Cloud Foundation is now available on Dell EMC PowerEdge servers.

CenturyLink said it is delivering a complete software-defined data center (SDDC) solution based on the Dell Technologies stack – combining Dell EMC PowerEdge servers with the VMware Cloud Foundation software architecture into a fully automated and fully-managed service.

CenturyLink Private Cloud is available in 31 hosting locations on four continents.

"As our customers continue on their digital transformation journeys, it is common to find workloads that don’t fit in the public cloud, yet still require reliable automation, simple operations, and resilient data protection,” said David Shacochis, vice president of Hybrid IT product management, CenturyLink. “With this new capability, we continue to give customers more ways to tap into the power of the software-defined data center while staying connected to a range of hybrid cloud venues through our adaptive, global fiber network."

eSilicon to move its ASIC and IP design work into Google Cloud

eSilicon will move all of its ASIC and IP design to Google Cloud Platform (GCP) this calendar year.

eSilicon has been running a hybrid on-premise/cloud environment for approximately the last 18 months, with ASIC design running on premise and IP design running primarily on GCP. This new agreement paves the way for a complete migration of all design activity to GCP.

“Moving to the cloud provides the flexibility to build the right compute environment for each design project, resulting in improvements in time-to-market and design quality,” said Mike Gianfagna, vice president of marketing at eSilicon.