Sunday, April 26, 2020

ZTE reports Q1 sales and commits 15% to R&D

ZTE reported Q1 2020 operating revenue of RMB 21.484 billion (approximately US$3.03 billion), net profit attributable to holders of ordinary shares of the listed company of RMB 780 million, and net profit after extraordinary items attributable to holders of ordinary shares of the listed company amounted of RMB160 million, representing a year-on-year increase of 20.5%. Basic earnings per share was RMB0.18.

For the three months ended 31 March 2020, the research and development costs amounted to RMB3.241 billion, 15.1% of operating revenue, increased by 1.2 percentage point compared to the same period last year.

During Q1, ZTE collaborated with operators to guarantee the communication services of the front line against COVID-19. It has constructed 4G/5G networks and telemedicine diagnosis systems for hundreds of hospitals in China.  A part of the effort, ZTE released 5G remote diagnosis and mobile diagnosis services, as well as the smart video cloud solution for epidemic prevention and control. Moreover, the company launched a family "cloud classroom" services to support online education.

ADVA reported Q1 revenue of EUR 133 million

On April 22, ADVA reported Q1 2020 revenue of EUR 132.7 million, a decrease of 12.2% from EUR 151.1 million in Q4 2019 and an increase of 3.5% from EUR 128.2 million in the same year-ago period.

Pro forma operating income for Q1 2020 was negative EUR 1.7 million (-1.3% of revenues), substantially down from EUR 10.3 million (6.8% of revenues) in Q4 2019 and also down from EUR 2.7 million (2.1% of revenues) in the same year-ago period. Operating income for Q1 2020 of negative EUR 4.0 million significantly decreased from EUR 5.4 million reported for Q4 2019 and decreased from EUR 0.9 million in the same year-ago quarter. ADVA reported a net loss of EUR 7.2 million in Q1 2020 that decreased significantly from a net income of EUR 2.5 million in Q4 2019 and declined from a net income of EUR 1.0 million in Q1 2019.

The company attributed its decline in profitability mainly to the lockdown in Wuhan at the beginning of the first quarter and to significant project-related shifts in the product and customer mix in Q1 2020.

“We are currently experiencing a crisis that is unprecedented in the history of the modern, industrialized world. Covid-19 knows no national borders, affects all continents and creates severe challenges for all of us,” said Brian Protiva, CEO, ADVA. “As a network equipment supplier, we serve some of the world’s most critical communications infrastructures. As such, we’re doing everything humanly possible to remain fully operational, while protecting the safety and health of our employees, partners and customers. Order entry from a few large customers was strong in the first quarter, and our main focus is on maintaining our ability to deliver. We have developed a very agile and flexible supply chain, and our development and distribution centers have so far largely avoided the crisis. Apart from a few minor exceptions, our production and supply chains are intact. Clearly, this can worsen suddenly, and that’s why we have developed a strategy that enables us to compensate for production and delivery bottlenecks due to possible location closures.”

“Despite elevated levels of uncertainty on the demand and supply side, we operate in a framework of financial resilience,” commented Uli Dopfer, CFO, ADVA. “We were able to improve our operating cash flow compared to the year-ago quarter while our cash balance of EUR 52.8 million remained on a comfortable level. We have a strong order backlog and are confident that we will grow sequentially in Q2 2020. So far, we haven’t utilized any of the Covid-19-related government loans. However, we are reviewing all meaningful opportunities and actively manage our working capital to ensure balance sheet stability and financial flexibility.”

https://www.adva.com/en/newsroom/press-releases/20200423-adva-posts-quarterly-revenues-of-eur-132-7-million-for-q-1-2020

DISH to deploy Mavenir for Cloud-native Open RAN

Mavenir confirmed that it has been awarded a multi-year agreement by DISH Network to supply its cloud-native OpenRAN software. Financial terms were not disclosed.

“The open and intelligent architecture of our greenfield network will give us the ability to source a diverse technology ecosystem, including U.S.-based solution providers,” said Marc Rouanne, DISH’s Chief Network Officer. “Mavenir will help us lay the foundation for an innovative software-defined network with the flexibility, intelligence and scalability to deliver applications that will redefine the U.S. wireless industry.”

“We are honored to be partnering with DISH Network and being recognized for our innovation and leadership in developing and delivering innovative solutions,” said Pardeep Kohli, President and CEO of Mavenir. “Working with DISH, we will be supporting the deployment of the world’s largest cloud-native OpenRAN 5G network.”

Airtel India picks Ceragon to boost 4G capacity

Bharti Airtel has selected Ceragon Networks' wireless hauling products for additional 4G network expansions beginning first quarter of 2020. Ceragon is an existing supplier to Airtel. Financial terms were not disclosed.

Airtel is looking to increase 4G network capacity in urban areas and expand its coverage in rural regions as well as prepare for its future evolution to 5G. Ceragon said it is working closely with Airtel to pursue rapid deployment of its microwave radios, as best it can, considering India's recent temporary lockdown.

"As an established strategic partner of Airtel for over a decade, Ceragon delivers innovative technology, products and services that enable us to achieve quick and dynamic network deployments", said Randeep Sekhon, Chief Technology Officer of Airtel. "Ceragon's wireless hauling solutions and services allow us to quickly adapt to our customers' changing needs and deliver higher speeds with reliable, first-time-right rollouts." 

Thursday, April 23, 2020

FCC opens 6 GHz Band to Wi-Fi

The FCC voted to open 1,200 megahertz of spectrum in the 6 GHz band (5.925–7.125 GHz) available for Wi-Fi and other unlicensed uses.  The 6 GHz band is currently populated by, among others, microwave services that are used to support utilities, public safety, and wireless backhaul.  Unlicensed devices will share this spectrum with incumbent licensed services under rules crafted to protect those licensed services and enable both unlicensed and licensed operations to thrive throughout the band.

The new rules authorize indoor low-power operations over the full 1,200 megahertz and standard-power devices in 850 megahertz in the 6 GHz band.  An automated frequency coordination system will prevent standard power access points from operating where they could cause interference to incumbent services. 

The FCC expects its new rules to accelerate the adoption of Wi-Fi 6 and play a major role in the growth of the Internet of Things.

FCC Chairman Ajit Pai states: "Ultimately, I expect that 6 GHz unlicensed devices will become a part of consumers’ everyday lives.  And I predict the rules we adopt today will play a major role in the growth of the Internet of Things, connecting appliances, machines, meters, wearables, smart televisions, and other consumer electronics, as well as industrial sensors for manufacturing.  At the same time, our approach will ensure that incumbents in the 6 GHz band are protected from harmful interference.  The microwave services that already use this band are critical to the operations of utilities, public safety, and wireless backhaul operations.  And we are ensuring that those incumbents are protected by requiring the use of automated frequency coordination systems, which will only allow new standard-power operations in areas that will not cause interference to incumbent services, and by placing conservative power limits on low-power indoor operations."

“By making 6 GHz available for unlicensed use, the FCC has secured the future of Wi-Fi. 6 GHz access is a seminal development for connectivity and provides Wi-Fi more capacity to deliver groundbreaking use cases and to unlock novel new Wi-Fi applications,” said Edgar Figueroa, president and CEO, Wi-Fi Alliance. “Today’s global climate highlights how important Wi-Fi is in connectivity and productivity, and new Wi-Fi 6E solutions will further increase Wi-Fi’s standing.”

Vertical Systems Group's U.S. Carrier Managed SD-WAN LEADERBOARD

AT&T tops Vertical Systems Group's newly 2019 U.S. Carrier Managed SD-WAN Services LEADERBOARD. The following companies achieved a position on the benchmark (in rank order based on site share): AT&T, Hughes, Verizon, CenturyLink, Windstream, Aryaka and Comcast. These seven service providers each have two percent (2%) or more of installed and billable Carrier Managed SD-WAN customer sites in the U.S. as of year-end 2019.

“The U.S. managed SD-WAN market expanded rapidly in 2019 as backlogged orders from the prior year were fulfilled by key service providers,” said Rick Malone, principal of Vertical Systems Group. “While the duration and depth of the coronavirus economic collapse is unknown, we expect resiliency across bandwidth intensive VPN markets, but acute vulnerability for the SD-WAN networks supporting the retail and travel verticals.”

Five companies attained a Challenge Tier citation for 2019 (in alphabetical order): Fusion, GTT, Masergy, Meriplex and TPx. The Challenge Tier includes service providers with between one percent (1%) and two percent (2%) share of U.S. Carrier Managed SD-WAN sites.

Some highlights:

  • Billable U.S. installations of Carrier Managed SD-WAN Services increased 89% in 2019. As projected in our prior research, large businesses and enterprises are increasingly relying on service providers to help configure, implement and manage their SD-WAN deployments.
  • AT&T, Hughes and Verizon retained the top three LEADERBOARD positions for the second consecutive year.
  • There were several significant share shifts compared to the prior year results. CenturyLink advanced to fourth position, which dropped Windstream from fourth to fifth position. Comcast moved up to seventh position from eighth in 2018. Fusion dropped off the LEADERBOARD into the Challenge Tier for 2019.
  • Bigleaf and Sprint, which were both cited in the 2018 Challenge Tier, dropped into the 2019 Market Player tier.
  • Comcast is the only service provider on the U.S. LEADERBOARD that has attained MEF 3.0 SD-WAN Services certification. This market differentiator assures compliance with the MEF 70 global standard for SD-WAN managed services.
  • Five leading technologies enable the SD-WAN services offered by the 2019 U.S. Carrier Managed LEADERBOARD plus Challenge Tier providers – VMware by VeloCloud, Cisco vEdge (Viptela), Cisco Meraki MX, Fortinet and Versa. Additionally, several SD-WAN providers utilize their own internally developed technologies.
  • Versa is the only one of these suppliers that has achieved MEF 3.0 SD-WAN Technology certification to date.
  • Market Players include providers selling Carrier Managed SD-WAN services in the U.S. with site share below one percent (1%), including global network providers that manage U.S. customer sites. For 2019, the Market Player tier included the following companies (in alphabetical order): AireSpring, Bigleaf, BT, CBTS, Cincinnati Bell, Cogent, Colt, Consolidated Communications, Cox, DQE Communications, FirstLight, Frontier, Intelsat, MetTel, Neutrona, NTT, Orange Business, PCCW Global, PS Lightwave, RCN Business, SES, SDN Communications, Segra, SingTel, Spectrum Enterprise, Sprint, Syringa, T-Systems, Tata, Telefonica, Telia Carrier, Veracity Networks, Virgin Media Business, Vodafone, Zayo and others.

Vertical Systems Group defines a Carrier Managed SD-WAN Service as a carrier-grade offering for business customers that is managed by a network operator, utilizes an SDN architecture, enables dynamic customer edge site connectivity, and provides centralized network control and visibility end-to-end.

https://www.verticalsystems.com/2020/04/21/2019-us-sd-wan-leaderboard/

MEF SD-WAN Update - April 2020

MEF's newly launched SD-WAN certification program is bringing clarity to the market by specifying the requirements for an application-aware, over-the-top WAN connectivity service that uses policies to determine how application flows are directed over multiple underlay networks.

In this video, Roy Chua, founder & principal of AvidThink, interviews Dan Pitt, SVP of MEF and Principal of Palo Alto Innovation Advisors, to discuss how certification is impacting the market.


https://youtu.be/F_7HsWl-aos


Intel's Data Center Group revenues leapt 43% in Q1

Intel posted Q1 2020 revenue of $19.8 billion, up 23% YoY. The company generated approximately $6.2 billion in cash from operations, paid dividends of $1.4 billion and used $4.2 billion to repurchase 71 million shares of stock.

Intel achieved 34 percent data-centric revenue growth and 14 percent PC-centric revenue growth YoY.

First-quarter data-centric results were led by strength in the Data Center Group (DCG) with revenue up 43 percent YoY driven by broad strength including 53 percent YoY growth in cloud service provider revenue.

Intel's memory business (NSG) and Mobileye both set new revenue records in the first quarter. Also, Intel introduced a broad, datacentric portfolio for 5G network infrastructure, including the new Intel Atom P5900, a 10nm system-on-chip (SoC) for wireless base stations; a next-generation structured ASIC for 5G network acceleration (code-named “Diamond Mesa”); and new 2nd Gen Intel Xeon Scalable processors.

Intel confirmed that it has maintained essential factory operations with greater than 90 percent on-time delivery while supporting employees, customers and communities in response to the COVID-19 pandemic.

“Our first-quarter performance is a testament to our team's focus on safeguarding employees, supporting our supply chain partners and delivering for our customers during this unprecedented challenge,” said Bob Swan, Intel CEO. “The role technology plays in the world is more essential now than it has ever been, and our opportunity to enrich lives and enable our customers' success has never been more vital. Guided by our cultural values, competitive advantages and financial strength, I am confident we will emerge from this situation an even stronger company."

On March 24, 2020, Intel announced the suspension of share buybacks in light of the COVID-19 pandemic. The dividend remains unchanged.

FCC advances planning for $9 billion 5G Fund for Rural America

The FCC is proposing to distribute up to $9 billion through the Universal Service Fund across rural America for 5G wireless broadband connectivity.  The 5G Fund would help ensure that rural Americans enjoy the same benefits from our increasingly digital economy as their urban counterparts—more than 200 million of whom already have access to major providers’ 5G networks—and would include a special focus on deployments that support precision agriculture.

The newly adopted Notice proposes to make available up to $8 billion in Phase I to support deployment of 5G networks in rural areas that are unlikely to see timely deployment without this support or as part of the T-Mobile transaction deployment commitments.  The second phase would target at least $1 billion in support to bring wireless connectivity to harder to serve and higher cost areas, including farms and ranches, to help facilitate adoption of connected precision agriculture technologies.

The 5G Fund for Rural America would use a competitive reverse auction format to award funding for wireless broadband services, building on the success of the FCC’s recent Connect America Fund Phase II auction and the design for the upcoming Rural Digital Opportunity Fund Phase I auction.  The Notice seeks comment on two different approaches to identifying eligible areas for the Phase I reverse auction:  One approach would hold an auction in 2021 by defining eligible areas based on current data sources that identify areas as particularly rural and thus in the greatest need of universal service support and prioritize funding to areas that have historically lacked 4G LTE or even 3G service.  An alternative option would delay the 5G Fund Phase I auction until at least 2023, after collecting and processing improved mobile broadband coverage data through the Commission’s new Digital Opportunity Data Collection.   The proposed 5G Fund budget also includes $680 million reserved to support 5G networks serving Tribal lands as part of Phase I.

https://www.fcc.gov/5G

ADTRAN and Plume collaborate on Smart Home solutions

ADTRAN announced a collaboration with Plume to improve, personalize and secure the home network and streamline connectivity within the rapidly developing Smart Home market.

As part of the collaboration, ADTRAN will integrate Plume’s Customer Experience Management Platform via its Mosaic Subscriber Suite, offering ISPs a comprehensive single pane view of their access and smart home network. OpenSync, a key component in delivering Plume’s services, provides an open-source interface between ADTRAN’s Mosaic and the customer CPE, permitting cloud-based applications to access data and management control of the CPE. OpenSync serves as a true differentiator due to its open approach that delivers a path to accelerated deployment of services without reliance on CPE silicon or integration partners.

“The ADTRAN and Plume collaboration will vastly improve the consumer broadband experience while helping operators achieve faster time-to-market and time-to-revenue, improved analytics and performance capabilities, and fostering the creation of new and expanded high-value services,” said Dan Whalen, Chief Product Officer at ADTRAN. “Service providers now have a best-in-class, complete, integrated customer experience solution that will dramatically reduce OpEx and customer churn while increasing customer satisfaction and average revenue per user.”

“Plume is excited to partner with ADTRAN. Together, our global reach will bring new opportunities for market expansion through our combined ISP relationships, technical know-how and ADTRAN’s extensive distribution network,” said Tyson Marian, Chief Commercial Officer at Plume. “At a time when there is increased impetus to provide consumers with flawless and secure smart home experiences through self-install solutions, our services will complement ADTRAN’s product portfolio and also expand their service offering to their customers.”

http://www.adtran.com/plume

Mellanox hits revenue of $429 million, up 40% yoy

Mellanox Technologies reported Q1 2020 revenue of $428.7 million, an increase of 40.5%, compared to $305.2 million in the first quarter of 2019.
GAAP gross margins were 66.8%, compared to 64.6% in the first quarter of 2019.

“Mellanox delivered record revenue and operating income in the first quarter of 2020. All our major product lines continued to grow. We are pleased to be shipping end-to-end solutions at speeds of 200 gigabits per second (Gbps) for both InfiniBand and Ethernet. In addition, we are shipping 400 Gbps Ethernet switches,” said Eyal Waldman, President and CEO of Mellanox Technologies.

“Sales of Ethernet adapter products increased 112% year-over-year. We expect our new ConnectX-6 Dx adapters and Bluefield-2 I/O Processing Units (IPUs), the latest additions to our industry-leading family of Smart NICs, to bring unprecedented security and co-processing capabilities to enterprise and cloud data centers. These capabilities will be further strengthened by our recent acquisition of Titan IC, the leading developer of network intelligence and security technology to accelerate search and big data analytics across a broad range of applications in data centers worldwide. The product line revenue of our Spectrum ASIC based Ethernet switch business grew 66% year-over-year. We recently began shipping Spectrum-3 based switches, the world’s first 12.8 Tbps networking platforms optimized for cloud, storage, and artificial intelligence,” continued Waldman.

“We are experiencing very strong adoption of InfiniBand for hyperscale artificial intelligence and cloud environments, resulting in tens of thousands of compute nodes connected with InfiniBand, which demonstrates the superior performance and scalability of InfiniBand. We saw 27% year-over-year growth in InfiniBand, led by strong demand for our HDR 200 gigabit solutions. HDR InfiniBand has been selected to interconnect national Exascale programs, large scale artificial intelligence and cloud platforms, and enterprise compute and storage infrastructures. We are proud that our InfiniBand technology is being utilized by many of the supercomputers in the Covid-19 High-Performance Computing Consortium, which is helping to aggregate computing capabilities for researchers to execute complex computations to help fight the novel Corona virus,” continued Waldman. “We are excited to participate in such important global initiatives through the adoption of our industry-leading adapters, switches, cables, and software, while also delivering strong financial performance for the first quarter of 2020.”

AFL intros fiber ribbonizing tool

AFL has introduced a ribbonizing tool that features a glue-less process for ribbonizing and splicing 12-fiber ribbons.

The RT-02 ribbonizer is suitable for ribbonizing 200 µm and 250 µm loose fibers, 200 µm and 250 µm MPO termination, and mass fusion splicing loose fiber cables. Loading in order of the color code sequence is not required as with traditional ribbonizing tools. Fibers can be inserted at will and load directly into the fiber holder after inserting all 12 fibers.

AFL said its new tool saves time and money by eliminating inefficiencies such as glue cure time and contamination of splicing equipment.AFL RT-02 Glueless Ribbonizing Tool

“Fujikura has implemented detailed ease-of-use features that must be seen to be appreciated,” explained Greg Pickeral, fusion splicer product manager for AFL. “Those who have ribbonized with traditional methods will really see and feel the difference.”

AFL, which is a subsidiary of Fujikura, is based in Spartansville, South Carolina.

https://learn.aflglobal.com/news/afl-introduces-glueless-ribbonizing-tool

Wednesday, April 22, 2020

AWS activates Africa (Cape Town) Region

Amazon Web Services (AWS) activated AWS Africa (Cape Town) Region.

The AWS Africa (Cape Town) Region has three Availability Zones. AWS Regions are composed of Availability Zones, which each comprise of one or more data centers and are located in separate and distinct geographic locations with enough distance to significantly reduce the risk of a single event impacting business continuity, yet near enough to provide low latency for high-availability applications. Each Availability Zone has independent power, cooling, and physical security and is connected via redundant, ultra-low-latency networking. AWS customers focused on high availability can design their applications to run in multiple Availability Zones to achieve even greater fault-tolerance. Like all AWS infrastructure regions around the world, the Availability Zones in the Cape Town Region are equipped with back-up power to ensure continuous and reliable power availability to maintain operations during electrical failures and load shedding in the country.

AWS now spans 73 Availability Zones within 23 geographic regions around the world, and has announced plans for 12 more Availability Zones across four more AWS Regions in Indonesia, Italy, Japan, and Spain.

“The cloud is positively transforming lives and businesses across Africa and we are honored to be a part of that transformation,” said Peter DeSantis, Senior Vice President of Global Infrastructure and Customer Support, Amazon Web Services. “We have a long history in South Africa and have been working to support the growth of the local technology community for over 15 years. In that time, builders, developers, entrepreneurs, and organizations have asked us to bring an AWS Region to Africa and today we are answering these requests by opening the Cape Town Region. We look forward to seeing the creativity and innovation that will result from African organizations building in the cloud.”

https://aws.amazon.com/local/africa/cape-town/

Cisco SD-WAN offers tighter integration with Google Cloud

Cisco and Google Cloud are building tighter integration for enterprise customers.

A new turnkey networking solution called Cisco SD-WAN Cloud Hub with Google Cloud promises secure and on-demand connectivity from a customer's branch, to the edge of the cloud, through Google Cloud’s backbone, and to applications running in Google Cloud, a private data center, another cloud or a SaaS application.

Google notes that the network that supports services like YouTube, Search, Maps and Gmail is the same infrastructure that provides connectivity to Google Cloud customers and their users.

Key capabilities of Cisco SD-WAN Cloud Hub with Google Cloud:

  • A flexible, on-demand network that allows customers to automatically provision a reliable, global network that grows with enterprises’ business needs. In most cases, customer traffic enters Google’s network directly from their last mile provider and stays on Google’s network while it traverses the globe. Combining Cisco’s advanced SD-WAN capabilities with Google's software-defined backbone, customers get an end-to-end network that not only optimizes connectivity between branches, stores and to the cloud, but also provides telemetry for troubleshooting and diagnostic purposes. 
  • Automated application and path-aware routing takes the complexity out of mapping business services to the appropriate network. The Cisco SD-WAN Cloud Hub with Google Cloud solution allows customers to publish all of their services in a single place with the ability to define the intent of how the network should treat those services in an automated fashion, reducing time to onboard new services on to the network. With a combined view of network telemetry, this solution also provides the most optimized path to interconnect Anthos-based services hosted in hybrid/multi cloud environments. 
  • Stronger, smarter security thanks to Cisco SD-WAN Cloud Hub with Google Cloud’s end-to-end security, which seamlessly integrates network control and available application-layer security controls based on workload and user identities. With this rich set of controls, customers get security at multiple layers, resulting in stronger protection for their applications.

https://cloud.google.com/blog/topics/partners/introducing-cisco-sd-wan-cloud-hub-with-google-cloud


SpaceX launches 60 more Starlink satellites

SpaceX launched 60 Starlink satellites on Wednesday, 22-April-2020, bringing its constellation to 420 satellites in orbit.

The first stage of the Falcon 9 successfully landed on the drone ship in the Atlantic.

AT&T cites impact of COVID-19, networks performing well, guidance withdrawn

Citing an approximate $600 million impact of COVID-19 on its business,  especially on advertising sales and the cancellation of live sports such as March Madness, AT&T reported Q1 2020 consolidated revenues of $42.8 billion, down from $44.8 billion in the year-ago quarter, and below market expectations. Growth in domestic wireless service revenues and strategic and managed business services revenues partially offset declines in revenues from WarnerMedia, domestic video, legacy wireline services, domestic wireless equipment and Vrio.

AT&T suspended its share repurchase program and the company withdrew its financial guidance due to uncertainty related to COVID-19 pandemic and recovery.

“The COVID pandemic had a 5 cents per share impact on our first quarter. Without it, the quarter was about what we expected — strong wireless numbers that covered the HBO Max investment, and produced stable EBITDA and EBITDA margins,” said Randall Stephenson, AT&T Chairman and CEO. We have a strong cash position, a strong balance sheet, and our core businesses are solid and continue to generate good free cash flow — even in today’s environment. In light of the pandemic’s economic impact, we’ve already adjusted our capital allocation plans and suspended all share retirements,” Stephenson said.  “As a result, we’re able to continue investing in critical growth areas like 5G, broadband and HBO Max, while maintaining our dividend commitment and paying down debt.”

Some highlights:
  • Strong cash position and liquity
  • Operating expenses were $35.3 billion versus $37.6 billion in the year-ago quarter, down 6.1% due to a one-time spectrum gain, lower Entertainment Group costs, lower WarnerMedia costs primarily associated with lower revenues, lower domestic wireless equipment costs and cost efficiencies. 
  • Operating income was $7.5 billion versus $7.2 billion in the year-ago quarter, with operating expense reductions outpacing revenue declines. 
  • Operating income margin was 17.5% versus 16.1% in the year-ago quarter. 
  • Capital expenditures were $5.0 billion
  • Mobility Service revenues up 2.5%
  • Mobility Operating income up 9.0% with EBITDA of $7.8 billion, up 7.0%
  • Postpaid phone churn of 0.86%, a 6 basis point improvement
  • 163,000 postpaid phone net adds
  • Solid video and broadband ARPU gains
  • AT&T TV national launch; video subs impacted by focus on long-term value customer base:
  • 18.6 million premium TV subscribers – 897,000 net loss
  • 209,000 AT&T Fiber net adds; IP broadband revenue growth of nearly 2%




Arista's Cognitive WiFi identifies Google Hangouts, Microsoft Teams and Zoom

Arista Networks updated its Cognitive WiFi software to offer real-time insight into the WiFi client journey, including the health of collaboration and video applications delivering optimal WiFi experiences through analytics and proactive remediation recommendations. Arista’s WiFi foundation is based on a modern and cloud-based approach unlike traditional controller-based WiFi legacy networks with overheads.

Highlights

  • Automated visibility of WiFi users' experience while using Google Hangouts, Zoom and Microsoft Team video collaboration applications, delivering an optimal client to application experience.
  • OpenConfig WiFi innovation for operational efficiency and scale, providing a standards-based management interface for WiFi access points.
  • Rapid problem resolution with new Cognitive WiFi artificial intelligence and machine learning capabilities for root cause analysis on per client or a group of clients accessing an application and applying remedial action recommendations.
  • New Location Services - Track location of any WiFi APs and clients on a floor; visualize WiFi associations; filter based on client or user information, or connectivity or performance issues.
  • Built-in Remote Access Point Capabilities
  • Easy upgrade for Arista WiFi 6 access points via software supporting uplink access (with orthogonal frequency-division multiple access OFDMA) and multi-user uplink (multiple input, multiple output MIMO) for improved investment protection.
  • These upgrades enhance IOT users to increase efficiency for high bandwidth applications like video collaboration assuring the optimal client to application experience.

“Recent world events have shown the importance of collaboration solutions and with these new capabilities, Arista is delivering the power of cloud-based cognitive analytics to identify, track and protect these critical business applications,” said John McCool, Chief Platform Officer and Senior Vice President of Engineering and Operations for Arista.

Arista integrates Mojo wireless into its campus architcture

Arista Networks unveiled the next phase in its campus architecture by introducing wireless networking into its CloudVision platform.

The wireless capabilities, which are based on Arista's acquisition of Mojo Networks, include access points for a controller-less wireless network. These AP solutions are available in disaggregated options harnessing the power of cloud, machine learning and cognitive computing to deliver great experiences to WiFi users.

Arista's CloudVision's Device Analyzer provides inventory and deep flow analysis of all connected devices. Arista said campus administrators can access device type, connectivity method, location and communication patterns. This visibility enables an administrator to identify unauthorized traffic and compromised endpoints. Since CloudVision spans the data center and the campus, customers can leverage a single platform for end-to-end troubleshooting.

The Arista Cognitive WiFi software and family of disaggregated access points is available now, including the new Client Journey and WiFi Tracer feature sets. Arista’s CloudVision for Campus is available in Q4 2018 for early field trials and general availability in the first half of 2019.

Arista’s Cognitive WiFi is based on a similar CMP model for cognitive analytics unifying the operational experience across wired and wireless. CloudVision WiFi enhances real-time insight into the experience of WiFi clients to connect and utilize the network.

Xilinx posts quarterly revenue of $756 million

Xilinx announced revenues of $3.16 billion for fiscal year 2020, up 3% from the prior fiscal year. Revenues were $756 million for the fourth quarter of fiscal year 2020, up 5% from the prior quarter and down 9% year over year.

GAAP net income for fiscal year 2020 was $793 million, or $3.11 per diluted share. Non-GAAP net income for fiscal year 2020 was $853 million, or $3.35 per diluted share. GAAP net income for the March quarter was $162 million, or $0.65 per diluted share. Non-GAAP net income for the March quarter was $193 million, or $0.78 per diluted share.

“Despite our fiscal 2020 being uniquely challenging, particularly related to the US trade-related restrictions with Huawei as well as some COVID-19 impact during our Q4, we were able to deliver another record year with revenue of $3.16 billion, a 3% increase over fiscal 2019,” said Xilinx president and CEO Victor Peng. “The strength and diversity of our business were reflected in the results of our fiscal fourth quarter with strong sequential growth in both revenue and profitability.”

“There remains a high degree of uncertainty in the global business environment given the impact of COVID-19 which creates challenges with visibility beyond the near term. Therefore, we believe it is prudent to provide only quarterly guidance at this time. We will continue to closely monitor business conditions. Lastly, I want to thank our employees for their continued focus and commitment in these challenging times.”

The Xilinx Board of Directors declared a quarterly cash dividend of $0.38 per outstanding share of common stock payable on June 3, 2020 to all stockholders of record at the close of business on May 13, 2020. The declared dividend represents a 2.7% increase over the prior quarter’s dividend and reflects Xilinx’s commitment to growing the dividend.

http://www.xilinx.com

Ericsson sees limited impact from Covid-19, sales steady, margin rises

Ericsson reported Q11 2020 sales of SEK 49.8 billion compared with SEK 48.9 billion a year ago, representing a decline of 2% adjusted for comparable units and currency. Gross margin excluding restructuring charges improved to 40.4% (38.5%). Gross margin improved QoQ in all segments.

Börje Ekholm, President and CEO of Ericsson, states: "Ericsson delivered a solid result during the first quarter, with limited impact from the Covid-19 pandemic. An important indicator of our strategy execution is the improvement in gross margin. The Q1 gross margin[1] increased to 40.4% (38.5%) YoY, driven by improvements across segments. We expect our industry to show resilience throughout the pandemic and we are well positioned with a competitive 5G product offering and cost structure. There is near-term uncertainty around sales volumes due to Covid-19 and the macroeconomic situation, but with current visibility we have no reason to change our financial targets for 2020 and 2022."

Some highlights:

  • In segment Networks, the gross margin increased to 44.6% (43.2%). The operating margin[1] reached 16.8%.
  • In segment Digital Services, Ericsson is confident about its offering and market position. Leading operators have awarded us several 5G Core contracts, which are expected to start generating material revenues from 2021. 
  • Ericsson is increasing R&D investments in our 5G and cloud-native portfolio to capture the new opportunities.
  • In the first quarter, currency adjusted sales declined by -9% due to fewer project completions and a somewhat negative impact from Covid-19 as access to some customer networks was limited. 
  • Ericsson 5G equipment is used in 29 live networks across four continents. The company has 86
  • commercial agreements for 5G.
  • Ericsson is concerned that 5G investments in Europe are delayed, and is encouraging governments to see 5G investments as a way to restart economies.
  • Ericsson has 85,000 employees working from home.

Seagate posts strong quarterly revenue of $2.718 billion

Seagate Technology reported quarterly revenue of $2.718 billion, up from $2.313 million a year ago. Net income (GAAP) was $320 million, compared with $195 million a year ago.

“Seagate executed very well in the third quarter while navigating the unprecedented challenges brought on by the COVID-19 pandemic. Our teams worked tirelessly to safeguard the health of their colleagues, support customer demand, and execute our product roadmap. In this challenging environment, we achieved strong financial performance, delivering revenue and non-GAAP EPS that were above our guidance midpoint and continuing to generate solid free cash flow,” said Dave Mosley, Seagate’s chief executive officer.

“Our results demonstrate the resilience of our business model, which combined with our strong balance sheet and liquidity offer stability to manage through this uncertain environment. Over the long-term, we believe the strength of our technology innovation and product portfolio position Seagate well to capitalize on secular demand for mass capacity storage as well as the growing necessity for cost effective data management solutions driven by the transition to IT 4.0.”

http://www.seagate.com