Wednesday, May 8, 2019

Private investors to acquire Zayo for $14.3 billion in cash

Affiliates of Digital Colony Partners and the EQT Infrastructure IV fund will acquire Zayo Group Holdings for $35.00 in cash per share of Zayo's common stock in a transaction valued at $14.3 billion, including the assumption of $5.9 billion of Zayo’s net debt obligations. The offer price represents a 32% premium to the volume-weighted price average of the last six months of $26.44.

The Zayo Board of Directors said the sale of the company to Digital Colony and EQT Infrastructure is in the best interest of Zayo and all its stakeholders, as it delivers immediate and substantial value to shareholders, will strengthen Zayo’s financial flexibility, enabling the company to increase investments and better position itself for long-term growth and profitability.

The companies hope to conclude the deal by the first half of 2020.

Marc Ganzi, Managing Partner of Digital Colony, said, “Zayo has a world-class digital infrastructure portfolio, including a highly-dense fiber network in some of the world’s most important metro markets. We believe the company has a unique opportunity to meet the growing demand for data associated with the connectivity and backhaul requirements of a range of customers. We are excited to work alongside the management team and EQT to grow the business and expand its presence in the global market."

Dan Caruso, Zayo’s Chairman and CEO, said, “Digital Colony and EQT share our vision that Zayo’s Fiber Fuels Global Innovation. Both are experienced global investors in the communications infrastructure space, and they appreciate our extraordinary fiber infrastructure assets, our highly talented team and our strong customer base. I am confident this partnership with EQT and Digital Colony will empower Zayo to accelerate its growth and strengthen its industry leadership.”

Separately, Zayo reported consolidated revenue of $647.2 million for the three months ended March 31, 2019, including $555.2 million from the Communications Infrastructure segments and $92.0 million from the Allstream segment. Net income was $34.7 million, including $39.2 million from the Communications Infrastructure segments and a net loss of $4.5 million from the Allstream segment.

https://investors.zayo.com/home/default.aspx

Telefónica to sell 11 data centers for €550 million

Telefónica agreed to sell 11 of its data centers to Asterion Industrial Partners, a pan-European infrastructure fund manager, for EUR 550 million.

The data centers covered by the sale have installed service capacity of 29 MW and are located in 7 countries: Argentina (2), Brazil (2), Chile (1), Spain (2), Mexico (1), Peru (2) and United States (1).

Telefonica will continue to offer its portfolio of services from a network of 23 Data Centers, including the 11 of the sale. The deal does not include the sale of servers owned by Telefónica, or the management and access to customers hosted on them.

The sale also includes the signing of a housing services agreement under which Telefónica will continue to provide and manage the services it has been offering its customers from these centers and Telefónicawill maintain a direct relationship with these customers. In turn, this agreement will allow Asterion to leverage the sales network of the Telefónica Group's operations to market the remaining capacity of the Data Centers.

Telefónica expects to incur capital gains before taxes and controlling interests of around EUR 260 million.

Altiostar raises $114 million for its open vRAN

Altiostar, a start-up based in  Tewksbury, Mass., closed a $114 million Series C round of financing for its open virtualized RAN (open vRAN) technology.

Rakuten, which is preparing to launch a greenfield mobile network in Japan later this year, is coming on board as an investor. Rakuten is deploying the Altiostar solution in their mobile network and the companies are collaborating on the development of 5G solutions.

In early 2018, Qualcomm Ventures LLC and Tech Mahindra also participated in the C-round as investors. Qualcomm has entered into a development collaboration agreement with Altiostar. Tech Mahindra has signed a value-added-reseller/system integrator contract with Altiostar.

"A round of this magnitude, backed by global technology leaders like Rakuten, Qualcomm Ventures and Tech Mahindra, signifies the immense 5G opportunity we have in front of us as well as the progress we have made developing our virtualized RAN technology. Our unique open vRAN solution is designed to improve the quality of experience, enhance spectral efficiency and significantly reduce Total Cost of Ownership. With this funding, and these strategic partners, we're excited about our ability to deliver this breakthrough software defined solution to network operators globally as they prepare for the 5G future," said Ashraf M. Dahod, president and chief executive officer at Altiostar.

http://www.altiostar.com

  • Altiostar provides a 5G-ready virtualized RAN software solution that supports open interfaces and disaggregates the hardware from the software to build an open multi-vendor web-scale network. The Altiostar solution supports macro and small cells, indoor and outdoor, enabling interference management, carrier aggregation and dual reception.

Nutanix builds its multi-cloud strategy

Nutanix is extending its Xi Frame desktop-as-a-service solution from the public cloud to the private cloud, enabling the delivery of apps and desktops in a hybrid cloud environment.

Nutanix Xi Frame customers can already access applications and virtual desktops from popular public clouds like AWS and Azure. The new support enables customers to extend desktop delivery to their Nutanix private cloud, integrating virtual desktop infrastructure (VDI) services with the Nutanix Enterprise Cloud platform. Xi Frame desktops can be simultaneously delivered via multiple clouds and managed via a single console for seamless control and administration.

In addition, the company is announcing new functionality and additional planned availability zones for its cloud-based disaster recovery (DR) service, Xi Leap. Nutanix Xi Leap is expanding beyond its current availability zones in US West, US East and the U.K. to include Italy through Nutanix’s partnership with Sparkle, the international services arm of Telecom Italia Group, as well as in Japan and Germany. Also, Xi Leap can now deliver DR services for enterprise workloads running on Nutanix private clouds using VMware ESXi, making it even simpler to transform existing applications into a hybrid service.

One further announcement is the introduction of Nutanix Mine, a new open solution that integrates secondary storage operations with the Nutanix Enterprise Cloud Platform, delivering a complete platform for primary and secondary storage within the private cloud.

Deutsche Telekom's sales grow 3.5% to EUR 19.5 billion

Deutsche Telekom's Q1 2019 net revenue increased by 3.5% in organic terms to 19.5 billion euros. Adjusted EBITDA AL rose 3.9 percent year-on-year to 5.9 billion euros in organic terms. Free cash flow AL totaled 1.6 billion euros. In organic terms, it increased by 9.6 percent.

“We got off to a successful start to the year,” said Tim Höttges, CEO of Deutsche Telekom. “Deutsche Telekom has much more to offer than just our sensational success in the United States. We are seeing positive trends throughout the Group.”

Cash CAPEX excluding expenses for mobile spectrum stood at 3.7 billion euros, up 19.7 percent against the first quarter of 2018. This increase was attributable to the accelerated network build-out in the United States and further extensive investments to build out and modernize the network in Germany.

Some highlights:

Germany – MagentaTV gains ground

  • 4.4 million customers now use MagentaEINS, a convergence product package of fixed-network and mobile communications, up 17.1 percent yoy. 53 percent of branded mobile contract customers now use MagentaEINS packages, an increase of 9 percentage points in a year. 
  • The number of customers with fiber-optic-based products (FTTH, FTTC/vectoring) increased by 688,000 in the quarter, reaching 12.9 million at the end of March, up 24 percent year-on-year. 
  • 66,000 new MagentaTV customers were recorded in the quarter just ended, taking the total number to 3.4 million, an increase of 7.1 percent compared with March 2018.
  • German mobile service revenues increased again substantially by 2.8 percent compared with the first quarter of 2018. The trend in adjusted EBITDA AL in the Germany operating segment was also very positive in the reporting period, with an increase of 2.4 percent to 2.1 billion euros. Revenue increased 0.6 percent to 5.4 billion euros.

United States

  • For the last six years now, T-Mobile US has recorded more than one million customer additions in every single quarter. 
  • Between January and March 2019, 1.65 million net additions were recorded, including one million branded postpaid customers. 
  • Total revenue increased by 7.0 percent to 11.1 billion U.S. dollars. Adjusted EBITDA AL reached 3.0 billion U.S. dollars, an increase of 6.2 percent year-on-year.

Europe

  • European national companies' revenue increased by 2.8 percent to 2.9 billion euros compared with the first quarter of 2018. Adjusted EBITDA AL increased by as much as 5.2 percent to 0.9 billion euros. 


T-Systems Solutions

  • At 1.6 billion euros, order entry was up 6.8 percent against the first quarter of 2018, primarily driven by new deals in growth areas such as SAP, public cloud, and health.
  • Revenue declined 2.1 percent to 1.6 billion euros. 
  • There was a general decline in the volume of traditional IT and telecommunications business in Western Europe. T-Systems also terminated contracts in unprofitable business areas. 


Infinera posts Q1 revenue of $292.7 million

Infinera reported GAAP revenue of $292.7 million for its first quarter ended March 30, 2019, compared to $332.1 million in the fourth quarter of 2018 and $202.7 million in the first quarter of 2018. GAAP gross margin for the quarter was 22.7% compared to 25.4% in the fourth quarter of 2018 and 40.5% in the first quarter of 2018. GAAP operating margin for the quarter was (38.2)% compared to (34.4)% in the fourth quarter of 2018 and (12.2)% in the first quarter of 2018.

GAAP net loss for the quarter was $121.6 million, or $(0.69) per share, compared to a net loss of $133.5 million, or $(0.76) per share, in the fourth quarter of 2018, and net loss of $26.3 million, or $(0.17) per share, in the first quarter of 2018. Non-GAAP net loss for the quarter was $41.2 million, or $(0.23) per share, compared to a net loss of $44.2 million, or $(0.25) per share, in the fourth quarter of 2018, and net loss of $7.2 million, or $(0.05) per share, in the first quarter of 2018.

“In the first quarter of 2019, we made significant progress on the integration of our new company and in executing on our committed synergies,” said Tom Fallon, Infinera CEO. “While a significant deployment did not progress as expected, I am encouraged by the strong bookings outlook we see for second quarter of 2019 and our continued trend of building backlog and engaging with a much larger customer base. We are committed to capitalizing on this momentum and expect to return to non-GAAP profitability in the fourth quarter of this year.”

Separately, Brad Feller, the Chief Financial Officer (CFO) of Infinera, informed Infinera of his intention to resign as CFO effective as of a date still to be determined no later than the end of the third quarter of fiscal 2019. Infinera has agreed with Mr. Feller that he will continue to serve as CFO during this transition period while Infinera conducts a search for his successor.

https://www.infinera.com/infinera-reports-first-quarter-2019-financial-results/

ECI partners with UK-based Cherry & White

ECI announced a partnership with Cherry & White, an IT and telecommunications solutions provider, located in Cheltenham, England, supporing major utility network operators, government organizations and incumbent telecom network operators in the UK.

With this partnership, Cherry & White can leverage the complete set of products and systems from across the ECI portfolio.

“The market for ICT modernization has seen considerable growth in the past few years as more companies look for adaptive, flexible solutions to meet their needs, which is why we’re very excited about working alongside industry veterans like Cherry & White,” said Christian Erbe, VP Sales EMEA at ECI. “Critical infrastructure is an important market for ECI, and with more than 50 years of experience servicing hundreds of customers around the world, this partnership is an opportunity for both our companies to help others make the transition. This is yet another indication of our considerable positive momentum, particularly in the United Kingdom, and we’re looking forward to a bright future ahead.”

https://www.ecitele.com/elastigrid

Orange Spain tests Huawei's 400G

Orange Spain has completed a pilot deployment of a 400G/wavelength WDM link in its network using equipment from Huawei.

This marks the first pilot deployment of 400G/wavelength both in Spain and inside Orange Group.

In addition, Orange Spain is one of the first Service Providers to test Huawei's AI-based tools to help and enhance their Operation and Maintenance in the Optical Domain while providing the foundation towards Automation in its Transport Network.

Manuel Sánchez, Network Planning Director at Orange Spain, pointed out: "This joint test is very important for Orange. We have been seeking for technological innovation to efficiently and reliably expand our network bearing capabilities, thereby providing the best service for customers. Based on the new 400G/wavelength and AI-based Intelligence O&M technologies, Orange has confidence in providing high-quality connections to accommodate the yearly increasing traffic growth and to prepare the network for future evolutions such as 5G".

Richard Jin, President of Huawei Transmission & Access Product Line, said: "Huawei has maintained its technological innovation in the optical network field and promoted the optical network industry to the Optical Networking 2.0 era. The successful pilot deployment of 400G/wavelength and testing of Optical Intelligence (OI) are the full verification of Huawei's Optical Networking 2.0 solution. In the future, we will keep on supporting Orange Spain in coping with service challenges in the 5G era to achieve its business success."

Tuesday, May 7, 2019

Open Eye MSA Consortium targets 50/100/200/400G modules

The Open Eye Consortium has established a Multi-Source Agreement (MSA) aimed at standardizing advanced specifications for lower latency, more power efficient and lower cost 50 Gbps, 100 Gbps, 200 Gbps, and up to 400 Gbps optical modules for datacenter interconnects over single-mode and multimode fiber.

The MSA aims to accelerate the adoption of PAM-4 optical interconnects scaling to 50 Gbps, 100 Gbps, 200 Gbps, and 400 Gbps by expanding upon existing standards to enable optical module implementations using less complex, lower cost, lower power, and optimized clock and data recovery (CDR) based architectures in addition to existing digital signal processing (DSP) architectures. The idea is to minimize the use of digital signal processing in optical modules.

The Open Eye industry consortium said it is committed to developing an industry-standard optical interconnect that leverages seamless component interoperability among a broad group of industry-leading technology providers, including providers of electronics, lasers and optical components.

 The initial Open Eye MSA specification will focus on 53 Gbps per lane PAM-4 solutions for 50G SFP, 100G DSFP, 100G SFP-DD, 200G QSFP, and 400G QSFP-DD and OSFP single-mode modules. Subsequent specifications will aim to address multimode and 100Gbps per lane applications. The initial specification release is planned for Fall 2019, with product availability to follow later in the year.

MACOM and Semtech Corporation initiated the formation of the Open Eye MSA with 19 current members in Promoter and Contributing membership classes.

Promoters include Applied Optoelectronics Inc., Cambridge Industries (CIG), Color Chip, Juniper Networks, Luxshare-ICT, MACOM, Mellanox, Molex and Semtech Corporation.

Contributors include: Accelink, Cloud Light Technology, InnoLight, Keysight Technologies, Maxim Integrated, O-Net, Optomind, Source Photonics and Sumitomo Electric.

“Through its participation in the Open Eye MSA, AOI is leveraging our laser and optical module technology to deliver benefits of low cost, high-speed connectivity to next generation data centers.” David (Chan Chih) Chen, AVP, Strategic Marketing for Transceiver, AOI

“MACOM continues to drive the industry’s technical requirements towards meeting the demands of Cloud Service Providers. Leveraging our proven leadership in 25G, 50G and 100G analog chipsets and optical components, we co-founded the Open Eye MSA to accelerate the adoption of 200G and 400G PAM optical interconnects. At the same time we are working in parallel to advance the DSP technologies necessary for faster connectivity speeds for future applications.” Preet Virk, Senior Vice President and General Manager, Networks, MACOM.

Companies interested in joining the Open Eye MSA can contact: admin@openeye-msa.org.

http://www.openeye-msa.org

MACOM announces analog CDR-Based PAM-4 portfolio

MACOM announced an analog and silicon photonics portfolio for seamless integration in 50Gbps, 100Gbps, 200Gbps and 400Gbps optical modules targeted for compliance with the newly formed Open Eye Multi-Source Agreement (MSA).

MACOM’s end-to-end transmit and receive portfolio features low-cost, low-power extensions to its existing lineup of Clock and Data Recovery (CDRs), drivers and (Transimpedance Amplifiers (TIAs), adding a companion integrated 200G FR4 L-PIC optimized to reduce customers’ module costs through dramatically improved ease of assembly, calibration and test. These components are designed to eliminate the need for expensive, power-hungry signal processing and 53Gbps EMLs, enabling streamlined optical module architectures targeted for 200G and 400G connectivity.

MACOM’s full CDR-based and L-PIC-based portfolio comprises the MAOM-38053 four-channel transmit PAM-4 CDR with an integrated driver, and an L-PIC transmitter and on the receive side, features a MATA-03819 quad TIA, MACOM BSP56B photodetectors and the MASC-38040 four-channel receive PAM-4 CDR. This approach is anticipated to deliver over 25% reduction in power consumption while simultaneously driving the cost per gigabit down as compared to today’s CWDM4 and digital signal processing (DSP)-based PAM-4 solutions. Cloud customers can now double their link rate with only minor, incremental power and cost.

“MACOM is proud to be part of an ecosystem that enables seamless component interoperability among a broad group of industry-leading technology providers, including providers of electronics, lasers and optical components,” said Preet Virk, Senior Vice President and General Manager, Networks, MACOM. “MACOM is committed to enabling the Open Eye MSA’s charter, in part by leveraging our comprehensive portfolio of high-performance analog components and L-PICs to help customers achieve optimal performance, power efficiency and cost structures. We believe that our extensive application expertise and industry leadership in PAM-4 enabling technologies will help to ensure a seamless migration from 100G CWDM4 to industry-standard 200G and 400G PAM-4 module architectures.”

https://www.macom.com/data-center

Orange to acquire SecureLink for EUR 515 million

Orange announced an agreement with Investcorp to acquire 100% of SecureLink on a €515m enterprise value basis.

SecureLink provides a full range of cybersecurity services including specialized security consulting, security maintenance and support with 24/7 service desks (SOCs) as well as advanced managed detection and response capabilities (MDR). The group is also a leading value-added reseller of security software and hardware solutions, holding more than 1,000 technical or sales accreditations with blue chip security vendors.

SecureLink was founded in 2003 and is based in the Netherlands with over 660 employees and 14 office. In 2018, SecureLink recorded IFRS revenues of €248m.

Orange said the acquisition makes it one of the European leaders of cybersecurity with c.1,800 employees, more than €600m PF revenues in 2018 and strong positions in major local markets through its unique European DNA and a comprehensive cybersecurity services offering.

Orange is already a leading player in the French market through Orange Cyberdefense (€303m revenues in 2018, up 12% vs. 2017).

“Cybersecurity is a growing priority for companies of all sizes, and we believe the two most important success factors are Scale and Proximity. Scale because today's threats are global, complex, and require matching protection capabilities. Proximity because in the global IT world, you want a trusted local partner to secure your most strategic assets. With the acquisition of SecureData and SecureLink, Orange has the highest scale to anticipate and fend off attacks, as well as local defense teams in all the main European markets, positioning the combined organisation as the go-to defense specialist.” said Hugues Foulon, Executive Director of Cybersecurity at Orange. “I am looking forward to building the integrated organisation with Michel [Van Den Berghe, CEO of Orange Cyberdefense], Thomas Fetten and all the teams”.

Qualcomm and Google enable 5G app tuning on Android

Qualcomm is working with Google to optimize applications for 5G using developer APIs in Android Q.

Specifically, the next release of Android will allow applications to detect the performance of 5G connectivity on Android devices, allowing the application to optimize the experience for multi-gigabit speeds and ultra-low latency.

The companies said that the exposure of new network performance information such as 5G throughput estimation will enable applications to deliver superior quality video, audio and responsiveness, while opening doors to the next wave of breakthrough applications and 5G-enabled experiences.

“4G enabled a new wave of disruptive mobile applications and services, essentially serving as the foundation for the smartphone revolution, and we believe 5G will be even more transformative,” said Francesco Grilli, vice president, product management, Qualcomm Technologies, Inc.

“Android is the platform for innovation, proven by the speed with which it is able to embrace technological advances like 5G,” said Bob Borchers, vice president of marketing, platforms and ecosystems, Google. “We’re excited to collaborate with Qualcomm Technologies at Google I/O to support developers and the larger ecosystem in unlocking 5G’s full potential.”

https://www.qualcomm.com/news/releases/2019/05/07/qualcomm-enables-developers-power-5g-app-revolution-android

Lumentum cites growth in ROADMs and lasers

Lumentum reported revenue of  $432.9 million for its fiscal third quarter ended March 30, 2019 compared to $373.7 million in the preceding quarter and $298.8 million for the same period last year. GAAP net loss for the quarter attributable to common stockholders of $(74.3) million, or $(0.98) per diluted share.

"The third quarter continued a theme that started more than a year ago for our ROADM and fiber laser product lines. For the fifth quarter in a row, we achieved double digit sequential, quarterly revenue growth and new record revenues for these product lines driven by strong customer demand for our new and differentiated products," said Alan Lowe, President and CEO.

"The third quarter was the first full quarter since completion of the acquisition of Oclaro.  We made solid progress on integrating the companies and attaining synergies, including the divestiture and planned exit of certain datacom product lines.  This continued progress results in our fourth quarter projected operating margins being sequentially higher on lower revenues after the divestiture and positions us well for achieving our long-term strategic goals."

http://investor.lumentum.com/investors/default.aspx



Fastweb tests 500G Single-wavelength Connectivity with Infinera

Fastweb, a major Italian telecommunications operator, has demonstrated 500G single-wavelength service connectivity in a production network using Infinera’s configurable technology on the Groove platform. The trial spanned over 180 km on Fastweb’s low-latency long-haul backbone network, between Milan and Turin.

Infinera said the 500G single-wavelength trial demonstrated Fastweb’s capability to easily and efficiently scale its infrastructure network to meet the increasing bandwidth demands of its end-user customers. The trial was implemented over Fastweb’s existing optical infrastructure without special amplifiers, tuning, or changes.

Infinera’s 7300 Multi-Haul Transport Platform, mTera Universal Switching Platform and Groove 600G technology are part of Fastweb’s backbone network spanning over 650 nodes and providing the flexibility and future development and delivery of a range of programmable high-speed end-user services at 400G, 500G, and up to 600G. Infinera’s solution enables Fastweb to scale internet exchange point capacity up to 24 terabits per second, while offering ease of deployment and network investment efficiency.

“Providing our customers with resilient, high-quality, and innovative solutions is in Fastweb’s DNA,” said Andrea Lasagna, Chief Technology Officer, Fastweb. “As the market for high-performance long-haul transport continues to grow at an accelerated pace, a scalable and simple network approach is required to satisfy the growing demand for bandwidth. This trial confirms the outstanding performance provided by Infinera’s innovative solution, which enables us to deliver a best-in-class customer experience at the highest transmission speeds.”

“We are pleased to extend our technology partnership with Fastweb to bring the benefits of cutting-edge coherent optical transmission to their customers,” said Glenn Laxdal, Senior Vice President, Product Line Management, Infinera. “Our ability to introduce higher-speed transmission over existing infrastructures is a key part of our mission to help our customers effectively meet their increasing bandwidth needs.”

Sprint delivers 5G at Google I/O event

During Google’s annual developer festival at the Shoreline Amphitheater in Mountain View, California, Sprint is using Ericsson 5G Massive MIMO radios to deliver over-the-air dual-connectivity with 60 MHz of 2.5 GHz on LTE and 40 MHz of 2.5 GHz on 5G NR. Demonstrations include YouTube 4K video streaming, gaming, and augmented reality using the LG V50 ThinQ 5G.

"5G will drive new levels of innovation and progress around the world, and it’s the developers that will make it happen," said Ryan Sullivan, Vice President of Product Engineering and Development at Sprint. "We’re excited to work with the Android community as it develops disruptive new 5G services across all industries from entertainment to healthcare, energy, public safety, transportation and more."

Sprint continues to advocate for a merger with T-Mobile to rapidly build a nationwide 5G network.

http://newsroom.sprint.com/network

Sprint previews 5G launch, reports declining revenue

Sprint's 5G is currently on-air in a limited number of locations and the company plans to begin commercial service in parts of Chicago, Atlanta, Dallas and Kansas City by the end of June. 5G service in  Houston, Los Angeles, New York City, Phoenix and Washington D.C.  Houston, Los Angeles, New York City, Phoenix and Washington D.C. will also be introduced.


The announcement came as part of Sprint's 2018 financial report.

Sprint reported 2018 wireless service revenue of $22.5 billion, along with a net loss of $1.9 billion and operating income of $398 million, both of which included a preliminary non-cash charge of $2 billion. Adjusted EBITDA amounted to $12.8 billion in fiscal year 2018.

"Sprint delivered on its plan for fiscal 2018, as we met all of our financial guidance for the year," said Sprint CEO Michel Combes. "While we've made progress, there are certainly continued challenges to address, which will continue to put pressure on our service revenue and retail customer growth."

Further network updates
  • Sprint now has 2.5 GHz spectrum deployed on approximately 80 percent of its macro sites.
  • Sprint currently has approximately 30,000 outdoor small cells deployed including both mini macros and strand mounts.
  • Sprint has deployed approximately 1,500 Massive MIMO radios, which increase the speed and capacity of the LTE network and, with a software upgrade, will provide mobile 5G service in select cities in the coming weeks.

MACOM sees drop data center business, predicts recovery in 2H19

MACOM reported revenue of $128.5 million for its fiscal second quarter ended March 29, 2019, a decrease of 14.6% compared to $150.4 million in the previous year fiscal second quarter and a decrease of 14.7% compared to $150.7 million in the prior fiscal quarter. Gross profit was $57.3 million, a decrease of 12.6% compared to $65.6 million in the previous year fiscal second quarter and a decrease of 25.2% compared to $76.6 million in the prior fiscal quarter.

“Fiscal Q2 was a challenging quarter as the magnitude of the Data Center inventory correction has been deeper and more disruptive than we originally anticipated. However, some customers are indicating they will be exiting the quarter at more normalized inventory levels, which is a leading indicator of a recovery in the second half of the year,” said John Croteau, President and CEO of MACOM.

“Despite this temporary, albeit precipitous market correction in Data Centers, the fundamental demand drivers for each of our growth opportunities remain intact with several potentially coming to fruition simultaneously."

https://ir.macom.com/news-releases/news-release-details/macom-reports-fiscal-second-quarter-2019-financial-results

Kaloom and Linux Foundation open Virtual Central Office lab

Kaloom, in partnership with Linux Foundation, announced the availability of a Virtual Central Office (VCO) 3.0 lab in Montreal that is designed for multi-vendor Network Functions Virtualization (NFV) deployments at the distributed cloud edge.

The lab offers a unified Red Hat OpenStack Platform and Red Hat OpenShift Container Platform application infrastructure for Virtual Network Functions/Cloud Native Network Functions (VNF/CNF) vendors to test their applications.

Virtual Central Office (VCO) is a solution for multi-vendor NFV deployments in the traditional telco central office and at the distributed cloud edge. The solution is designed to be used for residential, enterprise and mobile VCO services by telcos and enterprises. The VCO 3.0 initiative, currently under development, defines a cloud native multi-vendor Central Office with an initial focus on mobile services with a lab setup designed for both virtual machine based VNFs and cloud native container-based CNFs in a full 5G architecture.

Kaloom provides a fully automated virtualized CO networking solution together with Red Hat’s NFV infrastructure.

Kaloom’s Software Defined Fabric™ and Cloud Edge Fabric solutions leverage a programmable multi-Tbps fabric to increase the performance and to lower the latency for NFV application servers and storage. It also provides customers a way to program their infrastructure using the open standards-based P4 programming language to add new services quickly. The solution enhances CPU utilization for VNF applications and embeds sophisticated service chaining offload to the data plane to accelerate the overall performance and lower latency even further. Sophisticated end-to-end network slicing is supported natively in the fabric with full tenant isolation down to the hardware level for better security. Network slicing is a key innovative aspect of 5G architectures that provides customers their own virtual network slice for a better quality of experience.

“Our Cloud Edge Fabric solution was designed to address the key requirements for the cloud edge market, such as lowering latency and improving performance at a lower price. We believe that automation, unified VNF/CNF, programmability and network slicing will disrupt the way service providers deploy and manage cloud edge data centers, and we are very excited to demonstrate these capabilities with the community in the VCO 3.0 lab in Montreal,” said Laurent Marchand, CEO at Kaloom.

“We are very pleased to help launch the VCO 3.0 lab in Montreal together with our members. This enables us to bring the open networking community closer together with multiple vendors to test VNFs and CNFs in containers for different 5G, cloud native and edge use cases, and demos” said Heather Kirksey, vice president, community and ecosystem development, the Linux Foundation.

https://www.kaloom.com/press-release-vco3-lab-availability?utm_content=91139926


ADVA delivers NFV platform for Intel Select for uCPE

ADVA's Ensemble Connector, which is a carrier-class virtualization platform equipped for automated deployment at scale, has been verified as an Intel Select Solution for uCPE.

Ensemble Connector provides NFV infrastructure and offers several key benefits for uCPE, including platform security, zero touch provisioning and access to the Ensemble Harmony Ecosystem of VNFs. Ensemble Connector built on Intel Xeon D processors is an optimized configuration that gives customers a hardware-software solution that is pre-integrated and ready to deploy.
“The age of service-specific hardware is gone. In order to take advantage of the latest innovation and rapidly respond to customer demands, communication service providers (CSPs) need the power of software-based service creation at the network edge. Our Ensemble Connector, integrated with the full range of performance-optimized Intel servers, creates the perfect solution for the delivery of demanding uCPE applications,” commented James Buchanan, GM, Edge Cloud, ADVA.

https://www.advaoptical.com/en/newsroom/press-releases/20190507-adva-delivers-nfv-platform-for-intel-select-solution-for-ucpe

Ingram Micro adds Xilinx accelerator cards to catalog

Ingram Micro has been named a primary distributor for Xilinx's new Alveo data center accelerator cards.

Ingram Micro will distribute the Xilinx cards to channel partners throughout the United States. Xilinx said channel partners will help speed the deployment of the cards in industry standard servers, ultimately optimizing the solutions for customers’ shifting data center workloads, new standards and evolving algorithms.


  • In October, as part of its updated data center strategy, Xilinx announced its own portfolio of accelerator cards for industry-standard servers in cloud and on-premise data centers. The new Alveo PCIe cards are powered by the Xilinx UltraScale+ FPGA, are available now for production orders. Customers can reconfigure the hardware, enabling them to optimize for shifting workloads, new standards, and updated algorithms.