Monday, August 5, 2019

Amdocs and Microsoft expand cloud alliance

Amdocs and Microsoft are expanding their alliance to help communication service providers (CSPs) with differentiated, cloud-based services.  Amdocs and Microsoft will collaborate across several domains, including Data and AI, NFV and virtualized networking, IoT (including eSIM) and Media.

Under the collaboration, SES, a global satellite operator, will be the first to deliver virtual network services, such as SD-WAN, orchestrated and managed using Amdocs NFV Powered by ONAP on Microsoft Azure. 

“As the communications and media industries merge, CSPs are jockeying to bring fresh, new offerings to their brand to retain and grow their customer base and gain market share,” said Gary Miles, chief marketing officer, Amdocs.  “With today’s expanded agreement, CSPs can now offer a one-stop shop of new and differentiated cloud services to drive growth, stickiness and value-add, while also streamlining operations, improving service agility and reducing complexity.”

Bob De Haven, general manager, worldwide media & communications industries at Microsoft Corp. said, “Amdocs and Microsoft have been working together for several years to enable and develop services to accelerate CSPs’ transformation to the cloud. Through this expansion of our work together, Microsoft and Amdocs will collaborate on new work across several of the industry’s most important growth drivers, including expanding into the media and entertainment business, leveraging artificial intelligence and evolving to open, cloud-based services.”

Amdocs also announced that its scalable, Hadoop-based data management platform and self-service visualization and reporting solution is now available hosted on Azure.  CSPs can now bring real-time data from multiple sources, both cloud-based and on-premises, into a communications industry-specific data model based on best practice, prebuilt reports and visualization capabilities.

http://www.amdocs.com

MEF18 PoC - AT&T on Intent-Based Networks & Services



MEF18 Proof of Concept, 29 - 31 Oct - Transformation in Action: Harmonizing Delivery of Intent-Based Networks & Services. 

SES operationalizes ONAP for satellite services

SES will create an open, standards-based network automation and service orchestration platform, built on Open Network Automation Platform (ONAP) and powered by Amdocs’ network functions virtualization (NFV) technology for scalable, automated delivery of satellite-enabled network services on Microsoft Azure.

Specifically, SES is implementing ONAP with Amdocs on Microsoft Azure to extend network services and activate virtualized network functions quickly and at scale. In addition, SES is partnering with Amdocs.

SES is a founding member of Linux Foundation Networking (LFN), which hosts the ONAP project, an initiative with widespread adoption as the preferred platform for open network automation and orchestration. By standardizing on the same orchestration platform as leading telcos and mobile network operators, SES says it can make it easier and faster for its customers to deliver services over its high-performance satellite-based network.

“Our vision is to make satellite-based networks a seamless and wholly integrated part of a global, cloud-scale network ecosystem. Central to this vision is an open, automated operational environment that allows our customers to easily create and deliver new, innovative services anywhere,” said JP Hemingway, CEO of SES Networks. “To make our vision a reality, we are pleased to be the first satellite operator to develop ONAP with Amdocs on Microsoft Azure. SES envisions delivering cloud-scale connectivity services and virtualized network functions such as SD-WAN, virtualized Evolved Packet Core (vEPC), security and more, creating massive value for our customers well into the future.”


Intel ships FPGA acceleration card for HPE Gen10 servers

The new high-performance Intel FPGA Programmable Acceleration Card (Intel FPGA PAC) D5005 is now shipping now in the HPE ProLiant DL3809 Gen10 server.

The Intel FPGA PAC D5005 acceleration card, which is based on an Intel Stratix 10 SX FPGA, provides high-performance inline and lookaside workload acceleration to servers based on Intel Xeon Scalable processors using the Intel Acceleration Stack, which includes acceleration libraries and development tools. Initial workloads specifically developed for the Intel FPGA PAC D5005 accelerator card include:

  • AI (speech-to-text translation) from Myrtle
  • Network security from Algo-Logic
  • Image transcoding from CTAccel
  • Video transcoding from IBEX


Compared with the Intel programmable acceleration card with Intel Arria 10 GX FPGA, the Intel FPGA PAC D5005 accelerator card offers significantly more resources including three times the amount of programmable logic, as much as 32 GB of DDR4 memory (a 4x increase) and faster Ethernet ports (two 100GE ports versus one 40GE port). With a smaller physical and power footprint, the Intel PAC with Intel Arria 10 GX FPGA fits a broader range of servers, while the Intel PAC D5005 is focused on providing a higher level of acceleration.

“The HPE ProLiant Gen10 server family is the world’s most secure, manageable and agile server platform available on the market today. By integrating the Intel FPGA PAC D5005 accelerator into the HPE ProLiant DL380 Gen10 server, we are now delivering optimized configurations for an increasing number of workloads, including AI inferencing, big data and streaming analytics, network security and image transcoding. Combined with our broad portfolio of services from HPE Pointnext, we enable our customers to accelerate time-to-value and increase ROI,” stated Bill Mannel, vice president and general manager, HPC and AI, at Hewlett Packard Enterprise.

Intel launches FPGA-based accelerator for 5G core and vRAN
Intel is introducing an FPGA-based acceleration card for 5G core and virtualized radio access network solutions.

The Intel FPGA Programmable Acceleration Card N3000 is designed to accelerate network traffic for up to 100 Gbps and supports up to 9GB DDR4 and 144MB QDR IV memory for high-performance applications. Programmability and flexibility of an FPGA allow customers to create tailored solutions by utilizing reference IPs for networking function acceleration workloads such as vRAN, vBNG, vEPC, IPSec and VPP.

Affirmed Networks is using Intel’s FPGA PAC in a new solution for 5G core network (CN)/evolved packet core – a 200 Gbps/server that provides smart load balancing and CPU cache optimizations.

Rakuten, the soon to be the operator of Japan’s newest mobile network, is including Intel x86 and FPGA-based PAC for acceleration from the core to the edge to provide the first end-to-end cloud-native mobile network. Intel FPGA PAC N3000 is the distributed unit accelerator next to Intel® Xeon Scalable processor where Layer 1 functions, such as forward error correction and front haul transmission, are offloaded onto an Intel FPGA.

NeoPhotonics posts revenue of $81.7M, adjusts for Huawei ban

NeoPhotonics reported Q2 revenue of $81.7 million, up 3% quarter-over-quarter and up 1% year-over-year. Gross margin was 19.2%, down from 19.8 % in the prior quarter. Diluted net loss per share was $0.16, up from a net loss of $0.30 per share in the prior quarter.

“Q2 was a volatile quarter for NeoPhotonics and I am proud of our team and their continued focus and execution to extend our leadership position in high-speed digital optoelectronics while making changes needed to adjust for the Huawei ban,” said Tim Jenks, NeoPhotonics Chairman and CEO. “Market drivers are well aligned with our advanced technologies and high-speed capabilities. These trends transcend the current Huawei ban and, coupled with the continued demand with hyperscale data centers, we are optimistic about NeoPhotonics’ new product prospects,” concluded Mr. Jenks.

http://www.neophotonics.com

HPE acquires MapR assets for its intelligent data platform

Hewlett Packard Enterprise has acquired the business assets of MapR, a start-up that developed a data platform for artificial intelligence and analytics applications powered by scale-out, multi-cloud and multi-protocol file system technology. This transaction includes MapR’s technology, intellectual property, and domain expertise in artificial intelligence and machine learning (AI/ML) and analytics data management.  Financial terms were not disclosed.

HPE said it welcomes MapR customers and partners and plans to support existing deployments along with ongoing renewals.

“The explosion of data is creating a new era of intelligence where the winners will be the ones who harness the power of data, wherever it lives,” said Antonio Neri, president and CEO of Hewlett Packard Enterprise. “MapR’s file system technology enables HPE to offer a complete portfolio of products to drive artificial intelligence and analytics applications and strengthens our ability to help customers manage their data assets end to end, from edge to cloud.”

“At HPE, we are working to simplify our customers’ and partners’ adoption of artificial intelligence and machine learning,” said Phil Davis, president, Hybrid IT, Hewlett Packard Enterprise. “MapR’s enterprise-grade file system and cloud-native storage services complement HPE’s BlueData container platform strategy and will allow us to provide a unique value proposition for customers. We are pleased to welcome MapR’s world-class team to the HPE family.”

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.


See also