Wednesday, February 5, 2020

State of NFV: Evolution of the NFV Market - Colt



2020 State of NFV Site: https://ngi.how/nfv-20

The NFV market is now moving to a maturity stage. Mirko Voltolini, Head of Network on Demand at Colt, discusses the evolution of the market and the significant NFV opportunities moving forward.

https://youtu.be/nbeiy5SrQWI

Vodafone to deactivate Huawei from its mobile core

Vodafone will remove Huawei equipment from the core of its mobile networks across Europe. Following the release of its quarterly financial report, Nick Read, Vodafone's Chief Executive, said the cost of deactivating the Huawei gear will amount to EUR 200 million over 5 years. The company's UK operations are already compliant with the government's recently imposed 35% cap of infrastructure sourced from "high-risk vendors."


For the quarter ended 31-December-2019, Vodafone Group revenue increased by €0.8 billion to €11.8 billion, reflecting the contribution from the acquired Liberty Global assets, partially offset by the disposal of Vodafone New Zealand and foreign exchange headwinds of €0.1 billion. Group organic service revenue increased by 0.8%* (Q2: 0.7%).



https://investors.vodafone.com/investor-relations?icmp=FooterLink

Vodafone to create Europe's largest TowerCo

Vodafone Group Plc will spin off most of its European tower infrastructure into a new, fully independent "TowerCo" company.

TowerCo, which will be operational by May 2020, will comprise 61,700 towers in 10 markets with potential proportionate EBITDA of around  EUR 900 million.


Vodafone has recently announced active and passive network sharing agreements in Italy, Spain and the UK.

Vodafone said it believes that there is significant scope to generate operational efficiencies and increase tenancy ratios across the portfolio by creating an independent company. Based on market benchmarks for anchor tenant lease rates, existing third party revenues and the attributable cost base, TowerCo could generate proportionate annual revenue and EBITDA of around €1,700 million and €900 million, respectively. TowerCo’s attributable annual maintenance and expansion capex could be up to €200 million.

A future IPO for the new organization is a possibility.

NTT Ltd. builds massive data center campus in Oregon

NTT Ltd. will build a new Pacific Northwest data center campus on a 47-acre property in Hillsboro, Oregon. The Global Data Centers division in the Americas (formerly known as RagingWire Data Centers) is planning on offering a total of 144 megawatts of critical IT load on the new Hillsboro campus. There will be five buildings with a total of 1 million sq. ft. of space. The first six megawatts of critical IT load will be available in mid-2020.

NTT Ltd.’s global data center portfolio ranks as the third-largest data center platform in the world, with over 160 data centers spanning more than 20 countries and regions.

“We are excited to be taking the next step forward in our North American expansion plans by building a new data center campus in a prime location in the Hillsboro market,” said Ryuichi Matsuo, Executive Vice President for NTT Ltd.’s Global Data Centers division. “It’s a strategic decision to build a large data center campus in a network rich, business-friendly environment which also has renewable energy available.”

“Connectivity to Asia through subsea cables, significant tax advantages, and low operational costs, all make Hillsboro a strategic game-changer for companies looking for a data center location that will positively impact their bottom line,” said Doug Adams, President and CEO for the Global Data Centers division in the Americas.



NTT Ltd launched on the 1st of July to bring together 28 brands from around the world like Dimension Data, NTT Communications, NTT Security as well as other NTT acquisitions made in the last 10 years.

Jason Goodall, the newly appointed CEO, talks about this new “40,000 employee startup” that brings together the multitude of assets operating in 57 countries.

Qualcomm cites 5G momentum but warns of unknown coronavirus impact

Qualcomm reported revenue of $5.077 billion for its fiscal first quarter ended December 29, 2019, up 5% compared to a year ago. GAAP net income amounted to $925 million, down 13% yoy.

"Our strong fiscal first quarter financial performance reflects a significant inflection point for Qualcomm as we begin to realize the benefits from the ramp of 5G,” said Steve Mollenkopf, CEO of QualcommIncorporated.

Qualcomm said over 275 5G devices have been announced or are in development, spanning multiple price tiers, based on its silicon. As of December, the three major Korean operators are serving a total of 4.7 million 5G subscribers. In China, over 13 million 5G handsets have been sold.

On an earnings conference call, company executives stressed that there is "significant uncertainty around the impact from the coronavirus on handset demand and supply chain."

FCC takes another look at TV whitespaces for broadband

FCC Chairman Ajit Pai has circulated a proposal to his fellow commissioners that would provide new opportunities for unlicensed white space devices for wireless broadband services in rural areas.  Specifically, Chairman Pai is proposing to permit higher transmit power and higher antennas for fixed white space devices in rural areas.  If adopted, these changes would allow white space devices to reach users at greater distances, thus enabling improved broadband coverage.  Higher power would also enable signals to better penetrate foliage, buildings, and other obstacles.  Additionally, his proposal would permit higher power mobile operations within geo-fenced areas and proposes rule revisions to facilitate the development of new and innovative narrowband Internet of Things-based services.  The FCC will vote on the proposal on February 28th.

“TV white spaces can play a critical role in providing broadband services to rural and underserved areas,” said Chairman Pai.  “I saw the promise of this technology in South Boston, a town in rural Virginia, where I met a student who said getting Internet access in his home was a game-changer.  The FCC has taken steps to enable the use of white spaces over the years, and this new proposal would further help bridge the digital divide while protecting TV stations.”

https://www.fcc.gov/document/chairman-pai-proposes-updating-tv-white-space-rules

Huawei files patent infringement case against Verizon

Huawei filed patent infringement lawsuits against Verizon in the United States District Courts for the Eastern and Western Districts of Texas seeking compensation for the use of technology protected by 12 of Huawei's US patents. Huawei said that it has negotiated with Verizon for a significant period of time before filing the lawsuits. The two parties were unable to reach an agreement on license terms.

"Verizon's products and services have benefited from patented technology that Huawei developed over many years of research and development," said Dr. Song Liuping, Huawei's Chief Legal Officer.

Huawei notes that it has spent more than US$70 billion on R&D in the past decade, which has resulted in more than 80,000 patents worldwide – including over 10,000 patents in the United States alone.

Carrier names AWS as its Preferred Cloud Provider

Carrier has named AWS as its preferred cloud provider.

Carrier, part of United Technologies, and which expects to become a standalone public company in the first half of 2020, offers building heating and cooling systems. The company is moving up to 70 percent of its 4,000 servers and 996 applications away from legacy servers and databases to AWS.

In addition, Carrier will use AWS data warehouse, analytics, and machine learning (ML) services to identify efficiencies in its manufacturing processes and supply chains, and AWS Internet of Things (IoT) services to underpin a new line of intelligent, networked products and services for the home, workplace, and refrigerated logistics chain.

“At Carrier, we are pushing to drive more innovation and connectivity to make buildings more sustainable, efficient, and comfortable,” said Bobby George, Vice President and Chief Digital Officer at Carrier. “Carrier’s work with AWS is an integral part of our digital transformation, and AWS is the hyperscale platform on which we expect to turn connected product and ecosystem data into opportunities for segment growth, new market channels, and improved customer experiences.”

Twilio reports Q4 sales of $331M, up 62% yoy

Twilio posted Q4 2019 total revenue of $331.2 million, up 62% from the fourth quarter of 2018 and 12% sequentially from the third quarter of 2019. Total revenue includes revenue from Twilio SendGrid starting on February 1, 2019 (the date of acquisition). Base revenue was $306.6 million, up 65% from the fourth quarter of 2018 and 11% sequentially from the third quarter of 2019.

GAAP loss from operations of $93.8 million for the fourth quarter of 2019, compared with GAAP loss from operations of $44.0 million for the fourth quarter of 2018.
Non-GAAP loss from operations of $3.0 million for the fourth quarter of 2019 compared with non-GAAP income from operations of $2.4 million for the fourth quarter of 2018.

Key Metrics and Recent Business Highlights

  • Entered into new or expanded relationships with organizations including PayPal, Southwest, Blablacar and Rappi.
  • More than 179,000 Active Customer Accounts as of December 31, 2019, compared to 64,286 Active Customer Accounts as of December 31, 2018. Active Customer Accounts in the current period include the contribution from Twilio SendGrid customer accounts.
  • Dollar-Based Net Expansion Rate was 124% for the fourth quarter of 2019, compared to 147% for the fourth quarter of 2018. Twilio SendGrid results do not impact the calculation of this metric in either period.
  • 2,905 employees as of December 31, 2019.

ADTRAN posts Q4 revenue of $116M

ADTRAN reported Q4 2019 revenue of $115.8 million compared to $140.1 million for the fourth quarter of 2018. Earnings for the fourth quarter of 2019 were a net loss of $12.7 million compared to a net loss of $8.4 million for the fourth quarter of 2018. Earnings per share was a loss of $0.26 per share compared to a loss of $0.18 per share for the fourth quarter of 2018. Non-GAAP earnings were a net loss of $3.2 million compared to a non-GAAP net loss of $5.8 million for the fourth quarter of 2018. Non-GAAP earnings per share was a loss of $0.07 per share compared to a non-GAAP loss of $0.12 per share for the fourth quarter of 2018.

ADTRAN Chairman and Chief Executive Officer Tom Stanton stated, “While the U.S. market remains challenging, we saw a solid performance in our international business. We continue to see activity building around our 10G PON and fiber extension solutions across all geographies we serve, most notably in Europe. We believe we are at the beginning of a significant investment cycle for fiber deployment driven by technology advancements, regulatory influences and vendor disruption.”

Tuesday, February 4, 2020

State of NFV: What's next for NFVI? - Ericsson




State of NFV Resource Site and Report: https://ngi.how/nfv-20

Lars Mårtensson, VP & Head of Solution Area Cloud and NFVi & Head of Ericsson Silicon Valley, shares his thoughts on the progress of NFV and what’s next including containers and Kubernetes as well as the move toward the edge.

Telia Carrier's 400GE-ready IP backbone powered by Cisco NCS5500 routers

Telia Carrier has launched a full-scale, 400GE-ready network supported by Cisco NCS5500 series routers.

The launch follows Telia Carrier’s successful deployment of more than 10,000 new 100GE ports during 2019 using the same platform.

Telia Carrier’s customer base now exceeds 2,000 customers in more than 120 countries.

Cisco said the ongoing standardization of 400GE coherent technologies also incentivises new, simplified and partially disaggregated IP over DWDM architectures. The NCS5500 will play a key role in realizing Telia Carrier’s ambitions to spearhead that wave as they are already deploying open optical line systems across several continents.

“Conventional architectures and technologies built on decades of accumulated complexity and yesterday's truths fall short in helping us keep up with customer demands for more, consistent bandwidth and a high-quality experience. This is especially true as more value is shifting to software, hardware cycles are becoming shorter and ongoing 400G standardization is poised to finally disrupt the optical networking market,” said Staffan Göjeryd, CEO, Telia Carrier. “With Cisco leading the market in high capacity transport, they were the perfect fit to help us reach this monumental milestone to continue to perform at the highest calibre, while also reducing costs.”

“We are aligned in our mission to make connections reach further and bring the world closer through innovative technology,” said Kevin Wollenweber, Vice President of Networking, Cisco Service Provider Business. “Combining Cisco’s cloud-scale technology with the strength of the Telia Carrier network, we are helping Telia Carrier customers across more than 120 countries realize the full potential of what the Internet for the Future can do for them.”

http://thenetwork.cisco.com

T-Systems' EdgAIR runs Wind River Cloud Platform

Deutsche Telekom's T-Systems division is using Wind River Cloud Platform edge cloud infrastructure software for its EdgAIR secure and high-performance edge computing platform.

T-Systems' EdgAIR platform performs as a private enterprise edge cloud and can be connected to a campus network by supporting various network and protocol standards (5G, Wi-Fi 6, TSN, etc.). The platform is secure and delivers low latency (<10 a="" also="" amounts="" analytics="" and="" applications="" as="" be="" but="" can="" closed="" cloud="" combined="" critical="" data.="" edgair="" enable="" enterprise="" evaluate="" for="" hybrid="" in="" information="" massive="" milliseconds="" network="" of="" offerings.="" on="" onsite="" operational="" other="" p="" performance="" processing="" provide="" public="" real-time="" real="" runs="" standards="" such="" supports="" teams="" technology="" that="" the="" time="" to="" with="" workloads.="">

“Demanding edge compute requirements from 5G, IoT, and MEC applications are creating challenges for those trying to deploy cloud native solutions,” said Paul Miller, vice president of Telecommunications at Wind River. “Wind River Cloud Platform addresses the complexities of deploying and managing a physically distributed, cloud native 5G infrastructure. Together with T-Systems, we are able to help customers achieve an operationally efficient, edge-capable cloud that can support thousands of nodes.”

“As industries dive further into the use of automated and intelligent applications, such as autonomous vehicles, factory automation and logistics, or augmented reality, there is a rising need for even greater security and powerful edge computing,” said Thomas Weber, vice president of PaaS, BigData, and Edge at T-Systems. “By working with Wind River, T-Systems is delivering a secure platform with extremely low latency that can help companies tap into intelligent real-time applications for limitless possibilities.”

http://www.windriver.com/CloudPlatform

CTIA: More mid-band spectrum is needed

CTIA published a new study that compares spectrum released in 14 countries and concludes that U.S. policymakers need to move quickly to bring more licensed mid-band spectrum to power 5G networks.

“This report highlights that U.S. policymakers need to deliver the mid-spectrum they have identified—and do so quickly,” said Meredith Attwell Baker, CTIA President and CEO. “We need 350 MHz of spectrum auctioned in 2020. America’s national spectrum strategy—FCC Chairman Pai’s 5G Fast Plan—has been instrumental to date, and I’m confident we’ll make more licensed spectrum available to continue successfully building the U.S. 5G economy.”

Analysys Mason looked at spectrum released between 2017 and 2020, as well as the licensing approach used for each band, and key findings from the benchmarked countries include:

  • While nearly all spectrum in other countries has been made available on an exclusively licensed basis, the U.S. is an “outlier” in the amount of unlicensed and shared spectrum being made available.
  • The U.S. is the only country that has released mid-band spectrum in the 3 GHz range on a shared or unlicensed basis.
  • European countries are making only the lower part (5.925-6.425 GHz) of the 6 GHz band available for unlicensed use.
  • Following U.S. leadership on high-band, most countries have begun to make or will make a significant amount of high-band spectrum available.
  • With the 600 MHz auction, the U.S. was one of the first countries to release low-band spectrum suitable for 5G.

https://www.ctia.org/news/report-international-comparison-licensed-unlicensed-and-shared-spectrum-2017-2020


Huawei looks to establish a European manufacturing base

At an event this week in Brussels, Abraham Liu, Huawei's Chief Representative to the EU Institutions, stated that Huawei has decided "to set up manufacturing bases in Europe – so that we can truly have 5G for Europe made in Europe." Plan specifics were not disclosed.

In this address, Liu argued that Huawei is an international company with its roots in China. He said Huawei's European employees "bring a unique European perspective to Huawei and make the company stronger because of it."

https://www.huawei.eu/press-release/remarks-abraham-liu-huawei-chief-representative-eu-institutions-chinese-new-year

Dell'Oro: Service Provider router market to grow at modest pace

Worldwide sales of Service Provider Routers is projected to exceed $75 billion over the five years from 2020 to 2024, according to a new report from Dell'Oro Group. The delivery and adoption of 5G and cloud services are expected to drive investments in IP networks over the forecast horizon.

“We expect the overall SP Router market to grow at modest, low single-digit rates over the next five years, but there are network use cases such as mobile backhaul and backbone transport that will surge due to the uptake of 5G and cloud services, respectively,” said Shin Umeda, Vice President at Dell’Oro Group. “Vendors with the appropriate hardware and software solutions will benefit from the growth opportunities, but geographic presence will also play a big part in a company’s success,” added Umeda.

Additional highlights from the Router & Carrier Ethernet Switch Five Year Forecast:

  • The Asia-Pacific region, led by China, is expected to produce the highest growth over the next five years.
  • Revenue from 100 and 400 Gigabit Ethernet technologies is projected to account for almost half of router revenue by 2024.

NTT Data to provide advisory services for clients migrating to AWS

NTT DATA Services announced a three-year, strategic collaboration agreement with Amazon Web Services.

NTT DATA will provide clients with advisory and development services, as well as implementation, migration, and management of solutions on AWS. NTT DATA, which has more than 900 AWS certifications, also recently acquired Flux7, a Premier Consulting Partner in the AWS Partner Network (APN), to enhance the value the company can deliver in AWS, DevOps and Agile development capabilities.

“We are delighted to be working with NTT DATA to help clients migrate mission-critical workloads to AWS, while delivering comprehensive optimization and cloud managed services,” said Darci Kleindl, Director of North America Partner, Amazon Web Services, Inc. “AWS will be a NTT DATA preferred cloud provider and will support NTT DATA through their cloud transformation by providing technical expertise, training, and enablement along with go-to-market support.”

Samsung validates dynamic spectrum sharing with Keysight

Samsung Electronics’ LSI Business is using Keysight’s 5G network emulation solutions to validate dynamic spectrum sharing (DSS) technology used in the smartphone maker’s new 5G modem.

Samsung's newest 5G modem, Exynos Modem 5123, supports DSS technology.

“We’re pleased to extend our collaboration with Keysight on 5G technology to support the development and commercialization of Samsung’s next generation 5G solutions to ensure that they meet the outstanding performance needed for tomorrow’s 5G devices,” said Woonhaing Hur, vice president of System LSI protocol development at Samsung Electronics. “Together with key collaborators such as Keysight, we’re able to deliver cutting-edge solutions that touch the lives of people around the world every day.”

LG pulls out of MWC2020

LG Electronics has decided to skip Mobile World Congress later this month in Barcelona due to concerns about the spread of the coronavirus. LG said it made the decision "with the safety of its employees, partners and customers foremost in mind."

In addition, The Verge reported that ZTE will cancel its planned press conference at the event.

http://www.lgnewsroom.com/2020/02/statement-regarding-lg-electronics-participation-in-mobile-world-congress-mwc-2020/

Frontier appoints Mike Shippey as SVP, Wholesale Services

Frontier Communications appointed Mike Shippey as its new Senior Vice President, Wholesale Services, where he will lead Frontier’s Carrier and Wholesale business, including oversight for sales and marketing, innovation in new solutions and the customer experience. Previously, he served as President of Wholesale Services at Windstream Holdings. Mr. Shippey will be based in Dallas, and reports to John Maduri, Executive Vice President and Chief Customer Officer.

Bernie Han, President and CEO, commented, “Recruiting top management talent is critical to implementing our vision and executing our strategy. This means identifying and attracting leaders with track records of delivering results in areas important to our business. We will continue to appoint leaders known for delivering performance, and Mike is a perfect example of our commitment to doing so. With Mike’s expertise, we will focus on and invest in our customers for the long term, while demanding discipline, performance and accountability across the Company.”

Monday, February 3, 2020

State of NFV: Top Five Trends in NFV 2020



State of NFV Resource Site and Report: https://ngi.how/nfv-20

We are finally beyond the perennial question of “is NFV real?” Amar Kapadia, Co-founder of Aarna Networks, shares five NFV trends we can expect to see in 2020.

https://youtu.be/zj9ttAwJvmY