Monday, August 5, 2019

Western Digital intros data center NVMe SSDs

Western Digital unveiled two new 96-layer 3D flash NVMe SSD families for enterprise data centers

The Ultrastar DC SN640 family is optimized for extreme performance for mixed-workload applications such as SQL Server, MySQL, virtual desktops, and other business-critical workloads using hyperconverged infrastructures (HCI) such as VMware vSAN and Microsoft Azure Stack HCI solutions. It delivers 2x the performance in sequential writes compared to its predecessor. Supporting a variety of system designs, the new family comes in three form factors and offers a broad range of capacity points up to 30.72TB.

The Ultrastar DC SN340 Gen3 x4 PCIe SSD is optimized for power efficiency and low heat signature with less than 7W at full performance. It is ideal for very read-intensive workloads such as warm storage and other applications that write in large block sizes. These include content delivery networks (CDN) and video caching, where data is written in large sequential blocks and which benefit significantly from the high-bandwidth of Gen3 x4 and low read latency of NVMe. Distributed NoSQL databases like Apache Cassandra® and MongoDB® can also take advantage of the large-block write characteristics of the drive. The Ultrastar DC SN340 comes in capacities of up to 7.68TB. The drive will be sampling to select customers this quarter.

“Customers are rapidly transitioning to a variety of purpose-built NVMe storage solutions to improve storage performance, efficiency, density and overall TCO,” said Eyal Bek, vice president of product marketing for Enterprise Devices at Western Digital. “It’s no longer a one-size-fits-all world. Our Ultrastar NVMe SSDs are based on our deep understanding of evolving workloads and trends within the data center and are aligned to our proven and reliable 96L NAND nodes. We take pride in knowing that our new Ultrastar DC SN640 and Ultrastar DC SN340 SSDs are optimized to support the purpose-built workloads and data volume demands of today, while laying the foundation for the future of zettabyte scale.”

Lenovo and Intel enter multiyear alliance

Intel and Lenovo announced a multiyear collaboration focused on the convergence of high-performance computing (HPC) and artificial intelligence (AI).

The collaboration plans to focus on three areas:

  • Systems and solutions: bringing together Lenovo TruScale Infrastructure and Intel technologies, including Intel Xe computing architecture; Intel Optane™ DC persistent memory; Intel oneAPI programming framework; and both current and future generations of Intel Xeon Scalable processors.
  • Software optimization for HPC and AI convergence: A key focus area will be building out Lenovo’s smarter software offerings, including optimizing Lenovo’s LiCO HPC/AI software stack for Intel’s next-generation technologies, and alignment with the Intel oneAPI programming framework. Additionally, the collaboration will work to enable DAOS advanced storage frameworks and other exascale-class software optimizations, targeted at helping HPC and AI users run their applications with greater ease than before.
  • Ecosystem enablement: Additionally, Intel and Lenovo plan to partner to help create the new ecosystem for the convergence of HPC and AI. This includes building joint “HPC & AI centers of excellence” around the world to further enable research and university centers to develop solutions that address some of the most pervasive world challenges, including genomics, cancer, weather and climate, space exploration and more.

“Our goal is to further accelerate innovation into the Exascale era, aggressively waterfalling these solutions to scientists and businesses of all sizes to speed discovery and outcomes. We are passionate in helping researchers solve humanity’s greatest challenges,” said Kirk Skaugen, executive vice president of Lenovo and president of Lenovo Data Center Group. “Lenovo’s Neptune™ liquid cooling, in combination with the 2nd Gen Intel Xeon Scalable platform, helps customers unlock new insights and deliver unprecedented outcomes at new levels of energy efficiency.”

Toshiba intros highest-performing NAND

Toshiba Memory America launched of a new Storage Class Memory (SCM) called "XL-FLASH" that is based on its BiCS FLASH 3D flash memory and sits between DRAM and NAND flash.

The new XL-FLASH is designed for low latency and high performance in data center and enterprise storage. Sample shipments will start in September, with mass production expected to begin in 2020. XL-FLASH will initially be deployed in an SSD format but could be expanded to memory channel attached devices that sit on the DRAM bus, such as future industry standard non-volatile dual in-line memory modules (NVDIMMs).

Key Features

  • 128 gigabit (Gb) die (in a 2-die, 4-die, 8-die package)
  • 4KB page size for more efficient operating system reads and writes
  • 16-plane architecture for more efficient parallelism
  • Fast page read and program times. XL-FLASH provides a low read latency of less than 5 microseconds, approximately 10 times faster than existing TLC2



Sunday, August 4, 2019

Whitepaper on 5G Security

A newly published whitepaper on The Evolution of Security in 5G, explores improvements in 5G technologies encryption, authentication, integrity protection, privacy and network availability of:

  • the unified authentication framework that enables seamless mobility across different access technologies and support of concurrent connections
  • User privacy protection for vulnerable information often used to identify and track subscribers
  • Secure Service-Based Architecture (SBA) and slice isolation optimizing security that prevents threats from spreading to other network slices
  • Improving SS7 and Diameter protocols for roaming
  • Adding native support for secure steering of roaming (SoR), allowing operators to steer customers to preferred partner networks – improving the customer experience, reducing roaming charges, and preventing roaming fraud
  • Improved rogue base station detection and mitigation techniques
  • And even more proprietary operator and vendor analytics solutions that offer additional layers of security

 The 60-page whitepaper was created by a working group of 5G Americas’ Board of Governors member companies and project leaders Sankar Ray from AT&T and Mike Geller from Cisco.

Huawei joins Paris Call for cybersecurity

Huawei announced its commitment to the Paris Call, a declaration aimed at spurring collective action toward securing cyberspace.

Launched by the French government in November 2018, the Paris Call is a declaration of commitment to work collaboratively on cybersecurity. Other signatories to the Paris Call include 67 states, 139 international and civil society organizations, and 358 private-sector companies.

“The quest for better security serves as the foundation of our existence, said John Suffolk, Global Cyber Security & Privacy Officer at Huawei. “We fully support any endeavor, idea or suggestion that can enhance the resilience and security of products and services for Governments, customers and their customers. We support global collaborative action on improving defenses against cybercrime, including openness, transparency and internationally agreed standards”.

TIM Brazil deploys Nokia AirFrame servers at the edge

TIM Brazil has selected Nokia AirFrame servers featuring new, 2nd generation Intel Xeon Scalable processors to virtualize its datacenters by the end of 2021.

Nokia confirmed that TIM is the first operator in Latin America to adopt the AirFrame technology for its data centers. The deployment consists of 1000 state-of-the-art AirFrame servers, virtualizing network functions to guarantee better customer experience. Alongside the creation of edge datacenters, the agreement with Nokia also signals important progress for TIM Brazil as a company as it moves towards 5G, a requirement of which is evolving to a cloud core for network activities.

The 2nd generation Intel Xeon Scalable processors were launched globally on 2 April 2019, and this agreement marks the first use of the new generation in Latin America.

Leandro Monteiro, Nokia Sales Director in Brazil, said: “Nokia’s unique solution, designed to support precisely this evolution to 5G, will give TIM Brazil a crucial ongoing competitive advantage as they evolve their core networks into cloud. Nokia is proud to partner with TIM as it invests in cloud native technologies to maintain its position as one of Latin America’s most efficient networks.”

Leonardo Capdeville, TIM CTIO, said: “Virtualization is important to improve user experience in our network, which will count with more speed and data usage stability. With this core virtualization, TIM is leading with a 5G pilot project over the network. This process also allows us to strengthen our customers’ data protection.”

Verizon's CAPEX amounted to $8 billion in 1H2019

Last week, Verizon reported wireless service revenue growth, but lower wireless equipment revenue and wireline service revenue.

Consolidated Q2 operating revenues amounted to $32.1 billion, down 0.4 percent from second-quarter 2018.  EPS was 95 cents, compared with $1.00 in second-quarter 2018. On an adjusted basis (non-GAAP), second-quarter 2019 EPS, excluding a special item, was $1.23, compared with adjusted EPS of $1.20 in second-quarter 2018. Verizon’s second-quarter 2019 EPS included 28 cents in early debt redemption costs.



First half 2019 capital expenditures totaled $8.0 billion -- a figure that reflects the launch and build-out of its 5G network, the growth in data and video traffic on the company's 4G LTE network, the deployment of significant fiber in markets nationwide and the upgrade to Verizon's Intelligent Edge Network architecture.

Some highlights

  • Verizon Consumer revenues were $22.0 billion, flat year over year, reflecting continued strong growth in wireless service revenue and Fios service offerings, offset by declines in wireless equipment and legacy wireline services.
  • Verizon Consumer Group reported 126,000 wireless retail postpaid net additions in second-quarter 2019, consisting of 73,000 phone net additions and tablet net losses of 134,000, offset by 187,000 other connected device net additions, primarily wearables. 
  • Postpaid smartphone net additions were 209,000, up 17 percent year over year, driven by a 5 percent year over year increase in phone gross additions.
  • Consumer wireless service revenues increased 2.5 percent in second-quarter 2019, driven by customer step-ups to higher-priced plans and an increase in connections per account.
  • Total retail postpaid churn was 0.97 percent in second-quarter 2019, and retail postpaid phone churn was 0.72 percent.
  • In second-quarter 2019, Verizon Consumer Group reported 28,000 Fios Internet net additions and 52,000 Fios Video net losses, reflecting the ongoing shift from traditional linear video to over-the-top offerings. Fios revenues increased by 1.2 percent, primarily due to the demand for broadband offerings.
  • Segment operating income was $7.3 billion, an increase of 3.9 percent year over year, and segment operating income margin was 33.4 percent. Segment EBITDA (non-GAAP) totaled $10.2 billion in second-quarter 2019, an increase of 1.6 percent year over year. Segment EBITDA margin (non-GAAP) was 46.5 percent, including approximately 100 basis points in headwinds from the deferral of commission expense and the lease accounting standard.
  • Total Verizon Business revenues were $7.8 billion, down 1.1 percent year over year, as growth in wireless services and high quality fiber products was offset by declines in legacy products.
  • Verizon Business Group reported 325,000 wireless retail postpaid net additions in second-quarter 2019, consisting of 172,000 phone net additions, 90,000 tablet net additions and 63,000 other connected device additions.
  • Total retail postpaid churn was 1.21 percent in second-quarter 2019, and retail postpaid phone churn was 0.97 percent.
  • Segment operating income was $1.1 billion, a decrease of 2.7 percent year over year, and segment operating income margin was 13.8 percent. Segment EBITDA (non-GAAP) totaled $2.1 billion in second-quarter 2019, a decrease of 2.0 percent year over year. Segment EBITDA margin (non-GAAP) was 27.3 percent, down 20 basis points year over year due to declines in legacy wireline product revenues.

Sprint's CAPEX amounted to $1.2 billion in Q2

Sprint reported stable wireless service revenue for Q2 2019 but said the pending merger with T-Mobile would help address on-going structural challenges with its business.

"While we delivered good results in the first quarter relative to expectations, the business still faces several structural headwinds and I remain convinced the merger with T-Mobile is the best outcome for our customers, employees, industry and all stakeholders," said Sprint CEO Michel Combes. "With the recent clearance of our merger by the Department of Justice, and the anticipated approval from the FCC, we are moving one step closer to building one of the world's most advanced 5G networks and providing American consumers a better network and overall experience at New T-Mobile." 

Sprint's total wireless service revenue for the quarter was $5.3 billion, a decline of 3 percent year-over-year. The company cited continued amortization of prepaid contract balances as a result of adopting the new revenue standard last year. Excluding this non-operational impact, total wireless service revenue would have been relatively flat year-over-year.

Sprint's quarterly network investments, or cash capital expenditures excluding leased devices, of $1.2 billion grew year-over-year for the fourth consecutive quarter as the company made continued progress on executing its Next-Gen Network plan. Sprint nearly doubled the number of Massive MIMO radios on-air during the quarter and currently has about 3,000 units deployed.

BT posts flat Q2 revenue

BT reported Q2 revenue of £5,633m down 1% with decreases in its Consumer, Enterprise and Global divisions. Adjusted EBITDA was also down 1% at £1,958m driven by lower revenues and higher spectrum fees and content costs, partly offset by reduction in costs from restructuring and transformation programmes. The company is maintaining its financial outlook for the remainder of the year.

Philip Jansen, Chief Executive, stated "BT delivered results in line with our expectations for the quarter, with adjusted EBITDA declines in Consumer and Enterprise partly offset by growth in Global. We are on track to meet our outlook for the full year. We made good progress during the quarter, including launching the UK’s first 5G network, delivering an improvement to our group net promoter score for the twelfth consecutive quarter, announcing the first nine cities in our consolidated office footprint, and being named the major broadband universal service obligation provider for the UK."

Openreach continues FTTP rollout at c.20k premises passed per week with 267k premises passed in the quarter; 3.7m ultrafast (FTTP and Gfast) premises passed to date
Consumer fixed ARPC £37.9 flat year on year; postpaid mobile ARPC £20.7, down 4.6% on Q1 2018/19 due to the impact of regulation and lower RPI price increases
Fixed churn down to 1.3% following customer experience improvements; postpaid mobile churn remains at 1.1%

https://btplc.com/News/#/pressreleases/trading-statement-for-the-first-quarter-to-30-june-2019-2902785

CableLabs appoints Mariam Sorond as Chief R&D Officer

CableLabs appointed Mariam Sorond as Senior Vice President and Chief Research & Development Officer, reporting to President and CEO Phil McKinney. Previously, Sorond served at DISH Network for more than 24 years, including as Chief Wireless Architect and Vice President of Technology Development. Sorond led the R&D effort for an innovative 5G network and created the next-generation network architecture, as well as spectrum technology, technology policy, standards development and the negotiation of technical agreements across government agencies and industry partnerships.

Prior to joining DISH, Sorond worked for several operators, including Nextel, ICO and PrimeCo, and vendors such as Lucent Technologies (now Nokia). She has served as a member of the NTIA's Commerce Spectrum Management Advisory Committee since 2014.

Thursday, August 1, 2019

Superloop deploys Cisco NCS 1004 on Indigo subsea cables

Superloop announced deployments of the Cisco NCS 1004 platform on the INDIGO West cable from Singapore to Australia, and the INDIGO Central cable from Perth to Sydney.

The Cisco NCS 1004 supports up to 400G for 4600 km on the INDIGO West cable. At 2RU, the system supports up to 4.8Tbps of client and up to 4.8Tbps of trunk traffic. Cisco said that in addition to the subsea applications, the NCS 1004 is also well suited for terrestrial long haul deployments as well as metro data centre interconnect applications.

“The INDIGO cable system completes the next stage of our Asia-Pac network infrastructure. We are now the sole operator that owns fibre to buildings in Australia, Singapore and HK, placing it at the forefront of optical fibre connection and transmission technologies. Working with Cisco on the INDIGO cable system was a logical extension of the partnership that helped create our Australian integrated backhaul network to the 121 points of interconnect. We are now truly positioned as the pan-Asia fibre operator to meet growing customer demand across the region,” said Ryan Crouch, Chief Technology Officer of Superloop.

“We are thrilled to work with such a forward-looking company that will leverage our NCS 1004 for their subsea routes. Superloop has now completed a new national backbone for Australia and operates carrier-grade metro networks in Singapore and Hong Kong,” said Bill Gartner, SVP/GM of Optical Systems and Optics at Cisco.

http:/www.cisco.com/go/optical
https://www.superloop.com


INDIGO subsea cable system ready for commissioning

The INDIGO subsea cable system, which will connect Australia and the dynamic economies of Southeast Asia, reached a significant milestone with the installations of the INDIGO West and INDIGO Central cables. INDIGO is backed by AARNet, Google, Indosat Ooredoo, Singtel, SubPartners and Telstra.

Commissioning of the submarine cable system has now begun, with the INDIGO cable system on-schedule and on-track to be ready for service before mid-2019.

INDIGO features two-fibre pairs with a design capacity for up to 36 terabits per second. The cable system will utilise new spectrum sharing technology so each consortium member will have the ability to independently take advantage of technology advancements for future upgrades and capacity increases on demand.

Singtel’s Vice President, Carrier Services, Group Enterprise, Ooi Seng Keat said: “The completion of the INDIGO cable system heralds a new era of high-speedd communications between the growing economies of Southeast Asia and Australia. This new data superhighway will complement our existing global links to Asia, US, Europe, Australia and the Middle East, allowing Singtel and Optus to meet the growing demand for bandwidth-intensive applications which is expected to quadruple by 2025. Our investments in new subsea cable systems like INDIGO will boost our network diversity and resilience, further reinforcing our position as a leading provider of international connectivity and data services.”

Telstra’s Head of International Oliver Camplin-Warner said: “The INDIGO West cable will connect to Telstra’s extensive terrestrial network to provide onward connectivity around Australia. Once complete, the cable system will strengthen links between Australia and fast-growing South East Asian markets by providing faster speeds and dramatically improved reliability. Our vast subsea network is a key part of our international growth strategy and we will continue to invest in additional capacity to meet the increasing demand for data and maintain our network leadership in the Asia-Pacific region.”

Cisco extends its Network Convergence System

Cisco announced a major extension of its Network Convergence System (NCS) data center interconnect portfolio with the introduction of two new modular platforms:

Cisco NCS 1004

  • A transponder platform that packs more than 100 Tbps of capacity into a single seven-foot rack
  • Can transmit 4.8 Tbps within a 2RU platform, with a total fiber capacity of 76.8 Tbps
  • Support for 600G interfaces
  • Secure optical transport with line rate encryption
  • Flexible modulation for tuning capacity and distance requirements in 50G increments

Cisco NCS 1010

  • Full spectrum open line system
  • Features a full colorless, directionless and contentionless (CDC) ROADM with an enhanced modular operational model that can ease the complexities of deploying massive bandwidth

Cisco is also adding automated capabilities for model-based provisioning and streaming telemetry for its Network Convergence System (NCS) 1000 Series.

Openreach accelerates its nationwide build programme

Openreach announced 36 new locations where it will be deploying FTTP over the next 12 months, including Newcastle, Doncaster, Chelmsford and St Albans. Four new locations in Scotland (Kilmarnock in East Ayrshire and Bathgate, Broxburn and Whitburn in West Lothian) have been prioritised following the Scottish Government’s decision to extend rates relief on new fibre broadband networks.

Overall, 74 locations across the UK have now been included in Openreach’s multi-billion pound Fibre First programme.

Clive Selley, Chief Executive of Openreach, said: “We’re pressing ahead with our investment and Openreach engineers are now building in communities all over the country, keeping us on track to deliver against the bigger ambitions we set out in May.  The Government wants to see a nationwide full fibre network and we’re keen to lead the way in helping them achieve that. We know that if it’s going to happen, Openreach will need to be at the front doing the heavy lifting, so we’re working hard to build a commercially viable plan."

https://news.openreach.co.uk

Arista revenue rises 17% as some cloud titan spending resumes

Arista Networks reported Q2 2019 revenue of $608.3 million, an increase of 2.2% compared to the first quarter of 2019, and an increase of 17.0% from the second quarter of 2018. GAAP gross margin was 64.1%. Non-GAAP net income was $198.6 million, or $2.44 per diluted share, compared to non-GAAP net income of $155.7 million, or $1.93 per diluted share in the second quarter of 2018.

For the third quarter of 2019, Arista is forecasting revenue between $647 million and $657 million.

"In Q2 2019, Arista raised the ante with innovative products in both 400G and Cognitive Campus. Our leadership in cloud area networking is now widely recognized by industry analysts, partners and customers,” stated Jayshree Ullal, Arista President and CEO.

On a conference call, Arista execs cited "some softness in demand" from cloud customers. Spending by cloud titans has resumed but is slower than in 2018. The new norm is no more double-digit growth in spending from cloud titans.
The cloud titan segment remains Arista's largest vertical.
Services represented 15.6% of overall sales.
There was a record number of new customers during the quarter
International sales account for 27% of revenues.
Although it is impacted by tariffs, Arista does not believe its gross margins will be impacted by the US-China trade war.'

Commenting on recent developments in 400G optics, Arista CTO Andy Bechtoelsheim said pluggable optics have led to a disaggregated model of switches and interfaces. Cloud providers typically will qualify at least three optical interface vendors for cost reasons and to diversify their supply chains. Arista believes the market for 400G ZR will be highly competitive.


MEF elects 2019-2020 Board of Directors

MEF announced its 2019-2020 Board of Directors:

Nan Chen, Senior Advisor, Ericsson
Frederick Chui, Chief Commercial Officer, PCCW Global
Andrew Dugan, Chief Technology Officer, CenturyLink
Shawn Hakl, Senior Vice President, Business Products, Verizon
Daniele Mancuso, Vice President ICT Engineering, Sparkle Group
Roman P. Pacewicz, Chief Product Officer, AT&T Business
Ralph Santitoro, Head of SDN/NFV/SD-WAN Services, Fujitsu Network Communications
Michael Strople, P. Eng., President Allstream, Managing Director - Canada, Zayo Group
Robert Victor, Senior Vice President of Product Management, Comcast Business
Mirko Voltolini, Global Head of Network On Demand, Colt Technology Services
Jeremy Wubs, Senior Vice President, Marketing for Bell Business Markets, Bell Canada
Franck Morales, Vice President, Connectivity Services, Orange Business Services (Advisory Director)

MEF Officers

Nan Chen, President
Mike Strople, Chairman
Shawn Hakl, Treasurer
Scott Mansfield, Secretary
Kevin Vachon, Chief Operating Officer
Pascal Menezes, Chief Technology Officer
Dan Pitt, Senior Vice President

“Having such a diverse, innovative board, so deeply experienced with our industry and committed to our mission, brings incredible value to the MEF community as we strive to deliver solutions optimized for digital transformation,” said Nan Chen, President, MEF. “Our mission to deliver a practical framework and roadmap for service providers and their vendors to drive innovation in our industry will be advanced all the more quickly with the support of such a powerful group representing the industry’s more influential business, technology, and thought leaders.”

“I personally want to thank our outgoing Board members, Kevin O’Toole from Comcast Business, Rami Yaron from Infovista, and our outgoing advisory Board member Jean-Claude Geha from Deutsche Telekom AG, for their outstanding contributions in helping lead MEF’s work towards realizing the MEF 3.0 vision,” said Nan Chen.

https://www.mef.net/

TE intros straddle-mount connectors for OCP NICs

TE Connectivity (TE) introduced its new Sliver straddle-mount connectors, which are the new standard form factor supporting a faceplate-pluggable Open Compute Project (OCP) NIC 3.0.  Applications include OCP NIC 3.0 cards in a low profile. OCP NIC 3.0 cards are horizontal and faceplate-pluggable, which helps to increase airflow through the enclosure and enable system ease of design. TE’s Sliver straddle-mount products are among the most cost-effective and highest performing solutions on the market.

TE said its Sliver straddle-mount connectors for SFF-TA-1002 support high speeds through PCIe Gen 5, with a roadmap to 112G. SFF-TA-1002 is a proposed alternative or replacement to many form factors, including M.2, U.2, and PCIe. The high-density, 0.6mm pitch of the Sliver straddle-mount connectors also supports next-gen silicon PCIe lane counts, which is where current products in the market begin to max out.

“OCP-compliant designs are taking the data center equipment industry by storm, and TE Connectivity is a major supplier of connectors for these designs,” said Ann Ou, product manager at TE Connectivity. “Our Sliver straddle-mount products deliver high performance and density in a standardized form factor to facilitate design and manufacturing for our data center equipment partners.”

https://www.te.com/usa-en/products/connectors/pcb-connectors/sliver-connectors.html?source=header-match&tab=pgp-story

MACOM posts sales of $108.3m,

MACOM Technology Solutions reported quarterly revenue of $108.3 million for its fiscal third quarter ended June 28, 2019, a decrease of 21.4% compared to $137.9 million in the previous year fiscal third quarter and a decrease of 15.7% compared to $128.5 million in the prior fiscal quarter;
Gross profit was $33.8 million, a decrease of 29.8% compared to $48.2 million in the previous year fiscal third quarter and a decrease of 41.0% compared to $57.3 million in the prior fiscal quarter.

"This was a pivotal quarter for MACOM," said Stephen G. Daly, President and Chief Executive Officer. "Our priority is to return the Company to profitability and to improve performance on key development projects so that we can achieve our growth objectives."

On a conference call, MACOM execs confirmed that shipments to Huawei were suspended after Huawei was added to the Entity list. After carefully reviewing the export regulations, MACOM determined that it could resume the shipment of certain products not covered by the restrictions. Other products, however, are not being shipped to Huawei.

https://www.macom.com

MACOM restructures citing Huawei-effect and exits optical module business for data centers

MACOM announced a significant corporate restructuring that includes the closure of seven product development facilities, including locations in France, Japan, the Netherlands, Florida, Massachusetts, New Jersey and Rhode Island. This incurs a workforce of approximately 250 employees, or 20% of the total workforce. These changes will result in approximately $14 million in restructuring charges including $7 million for employee severance obligations, a majority of which are expected to be incurred during the third fiscal quarter of 2019.

MACOM also announced that it will no longer invest in the design and development of optical modules and subsystems for data center applications. Going forward, MACOM will be a merchant supplier of semiconductor integrated circuits (ICs) and photonic devices and will support optical module manufacturers at the semiconductor component level.

MACOM cut its financial outlook citing the discontinuation of shipments to Huawei Technologies and certain of its subsidiaries and affiliates as a result of the U.S. Department of Commerce action of adding Huawei to its “Entity List.” In addition, the updated guidance also reflects reduced shipments to certain of MACOM’s distribution channel partners.

MACOM now expects revenue in the quarter to be between $107 million and $109 million, compared to prior guidance of $120 million to $124 million.  Non-GAAP gross margin is now expected to be between 39% and 41%, which includes approximately $14 million in inventory reserves, or 1,300 basis points of gross margin impact. These inventory reserves are primarily associated with certain Data Center products and products that would otherwise be shipped to Huawei. This compares to prior non-GAAP gross margin guidance of 53% to 55%.

“We do not make these decisions lightly, however, these actions are necessary in order to strengthen our strategic plan,” said Stephen Daly, President and Chief Executive Officer.

Ciena selected for Colorado Project THOR fiber network

The Northwest Colorado Council of Governments (NWCCOG) has selected Ciena and partners to build a regional fiber network known as Project THOR.

The network is funded in part by grants from the Colorado Department of Local Affairs and local government contribution. It will connect approximately 400 miles of existing public and private fiber and has the potential to provide more than 230,000 residents access to more bandwidth at more competitive pricing.

NWCCOG is deploying Ciena’s Waveserver Ai and 5170 Service Aggregation Switch to rapidly and securely turn up Ethernet and other packet-based services, and adapt to changing service requirements in real-time. In addition, Ciena’s Blue Planet Manage, Control and Plan (MCP) software will provide NWCCOG end-to-end lifecycle operations that unify network and service management across its Ciena infrastructure.

Keysight debuts Radio Frequency Vector Signal Generator

Keysight Technologies introduced its CXG X-Series Radio Frequency (RF) Vector Signal Generator (CXG) for testing designing IoT and general-purpose devices. Key features:

  • Frequency range of 9 kHz – 3/6 GHz and up to 120 MHz RF modulation bandwidth that cover most of consumer wireless application testing requirements
  • Basic parametric testing of components and functional verification of receivers
  • Testing of devices with multiple standards-compliant vector signals while reducing the time spent on signal creation
  • Troubleshooting of components within a wireless communication system using a reliable vector signal generator

“Keysight’s CXG solution delivers the economy and performance that engineers need to perform a diverse set of consumer electronic device tests across evolving wireless standards,” said Kari Fauber, senior director of the Global Partner Organization at Keysight Technologies. “It also offers our vast network of channel partners an ideal complement to sell in conjunction with the already popular Keysight CXA signal analyzer.”

NetApp warns on Q2 sales

NetApp trimmed its financial outlook for its first quarter of fiscal year 2020 ended July 26, 2019. Revenues are now expected to be between $1.220 and $1.230 billion, which is a decline of approximately 17% from the first quarter of fiscal year 2019.

Net revenues in the first quarter of fiscal year 2019 included $90 million from enterprise software license agreements (ELAs) which did not repeat in the first quarter of fiscal year 2020. Adjusting for ELAs, preliminary first quarter of fiscal year 2020 net revenues would have been down approximately 12% year-over-year. GAAP net income per share1 is expected to be in the range of $0.30 to $0.35 and non-GAAP net income per share2 is expected to be in the range of $0.55 to $0.60, each computed based on an expected diluted 243 million shares.

“While we are disappointed that our preliminary results for the first quarter are lower than we had previously anticipated, we remain confident in our long-term strategy and the health of our business model,” said George Kurian, chief executive officer. “Our customer conversations indicate that our hybrid multicloud portfolio of solutions is the right one. We believe we can return to growth over time by prudently reallocating investments to expand sales coverage and accelerate our participation in the growing Private Cloud and Cloud Data Services markets.”

Infinera appoints Nancy Erba as Chief Financial Officer

Infinera announced the appointment of Nancy Erba as Senior Vice President, Strategic Finance, effective immediately, and her subsequent appointment as Infinera’s new Chief Financial Officer (CFO), effective August 26, 2019. She will replace Brad Feller, who will remain through the end of September.

Previously, Erba was CFO for Immersion Corporation, a recognized leader in the development and licensing of touch feedback technology known as haptics. Prior to Immersion, she held numerous global leadership positions spanning functions and markets at Seagate Technology, a multi-billion dollar data storage company. These roles included Vice President, Financial Planning and Analysis, Division CFO and Vice President of Finance for Strategic Growth Initiatives, and Division CFO and Vice President of Finance of the Consumer Solutions Division. Ms. Erba holds a Master of Business Administration from Baylor University and a Bachelor of Arts degree in mathematics from Smith College.