Thursday, May 7, 2020

Ribbon posts Q1 sales of $158 million

Ribbon Communications reported Q1 2020 revenue of $158 million compared with $119 million in first quarter of 2019, an increase of 33%. Approximately $30 million of the year-over-year revenue increase was attributable to the acquisition of ECI Telecom, which closed on March 3, 2020. There was a GAAP net loss of $33 million, and a non-GAAP loss of $1 million.

"We are pleased with our first quarter sales results.  In the face of very difficult global conditions for our customers and employees arising from the COVID-19 pandemic, we achieved organic revenue growth of eight percent compared with the first quarter of last year, driven by strong demand for our communications software as our customers responded to increased traffic on their networks," said Bruce McClelland, President and Chief Executive Officer of Ribbon Communications.  "We saw an increase in session software deployments to facilitate remote work and Ribbon's multi-year investments in fully virtualized software and cloud products allowed us to rapidly deploy solutions for our Service Provider and Enterprise customers."

Mr. McClelland added, "During March we successfully completed the merger with ECI.  Although the ongoing pandemic has impacted demand in certain regions and created supply chain challenges for our Packet Optical Network products, we are excited about the opportunities this merger provides, with an impressive breadth of products to serve our combined global customer base."

ECI's Darryl Edwards steps down following Ribbon acquisition

Darryl Edwards, President and CEO of ECI Telecom, has stepped down as planned following the recent acquisition of the company by Ribbon.

Edwards joined ECI in June 2012, with the goal of re-establishing ECI's reputation for innovation and breaking boundaries in the telecommunications industry. Under his leadership, ECI has made significant investments in research and development and refreshed its product portfolio with new packet and optical product lines, making the transition to SDN and NFV.

"We're immensely grateful for the great work that Darryl has done in cementing ECI's place as an innovation leader in the packet and optical networking space," said Bruce McClelland, CEO and President of Ribbon.  "We are now very focused on executing on our strategy to significantly scale the ECI business by leveraging the strong foundation that Ribbon has with major Service Providers and Enterprise customers around the world, particularly as we enter the 5G networking era."

"It has been a great pleasure to lead ECI for the past eight years. During this time, the industry has changed dramatically, and so did ECI," added Mr. Edwards. "When I became CEO of ECI, we had to re-assert ECI's innovation and put it back at the heart of the company. We've since become a pioneer in the industry, supporting a large number of customers, helping them realize their ambitions with our unique elastic network philosophy and approach. The merger with Ribbon is a natural and positive next step for ECI as it looks to continue to expand its global presence."

Ribbon completes merger with ECI Telecom

Ribbon Communications completed its previously announced acquisition of ECI Telecom Group, which supplies packet-optical transport and SDN/NFV solutions for service providers, enterprises, and data center operators.

The newly combined company will offer an extensive portfolio of advanced voice, security, data and optical networking solutions. In addition to extending the company’s solutions portfolio into adjacent markets, the merger advances Ribbon’s strategy of expanding into the service provider 5G data domain with bundled network analytics, intelligence and security offerings. The newly combined company allows Ribbon to enhance and broaden its existing customer offerings with ECI’s industry-leading packet optical transport solutions.

"We are thrilled to welcome ECI to the Ribbon family,” said Bruce McClelland, President and Chief Executive Officer of Ribbon. “Our expanded product offering combines ECI’s leadership in packet optical networking with our existing proven portfolio of software-based, real-time communications security, analytics and digital transformation solutions. Our new organization will leverage the strength and presence of our global sales force to create a very formidable market leader in the communications industry.”

Wednesday, May 6, 2020

Whitepaper: 7 Principles of AT&T’s Network Transformation

AT&T published a nine-page whitepaper outlining seven tenets of its network transformation.

In a blog post, Scott Mair, President, AT&T Technology & Operations, says the company's network carried an average of 335 petabytes of data per day during Q4 2019. This jumped 20% because of the COVID-19 response. AT&T is on track to hit is its 75% SDN and automation goal this year, to deliver nationwide 5G this summer, and to expand its 400G deployment.

The whitepaper discusses the following “7 Principles of AT&T’s Network Transformation”:

  1. Network growth necessitates economies of scale that can only be achieved from interoperability and open disaggregation
  2. White Box hardware/software disaggregation using open dNOS, such as AT&T’s Vyatta NOS, is proliferating from the network edge to the core
  3. Network edge densification is critical for low latency, near-real time connections, highspeed requirements for 5G and low latency enterprise applications
  4. AT&T’s Mobility Core and IP Communication Core are pivoting to be cloud native
  5. ONAP and AT&T’s ECOMP SDN platform are evolving for diverse NFV instantiation orchestration models - APIs not GUIs
  6. Cloud-Based Data Warehouse, Machine Learning, Artificial Intelligence, and policy-driven SDN-control are a powerful combination 
  7. AT&T network security paradigm is rapidly changing from the customer premise, to the network edge, and at its core 

The full whitepaper is here:

Fujitsu supplies Open ROADM planning tool to Tier 1 operator

Fujitsu Network Communications confirmed that its Virtuora PD multi-vendor network design and planning tool for Open ROADM networks has been selected by a Tier One service provider.

The Fujitsu Network Virtuora PD, an SDN-based application, optimizes and simplifies planning, design, and testing of optical networks that conform to Open ROADM specifications.

Virtuora PD accesses a set of common network characteristics from multiple vendors’ equipment to align with service provider business processes. As a result, service providers can speed up the overall process of network design and deployment; reduce errors with zero touch provisioning; and drive out operational inefficiencies with tightly integrated Operations Support Systems (OSS) tools.

“As a contributing member of the Open ROADM Multi-Source Agreement (MSA), Fujitsu is committed to the core principles of multi-vendor, software-enabled Open ROADM ecosystems,” said Francois Lafontaine, vice president and head of the software business at Fujitsu Network Communications, Inc. “Virtuora PD is a key component in enabling open networks, helping providers overcome the disadvantages of proprietary architectures.”

Open RAN Policy Coalition seeks to diversify supply chain

A new Open RAN Policy Coalition has been formed to promote policies that will advance the adoption of open and interoperable solutions in the Radio Access Network (RAN) as a means to create innovation, spur competition and expand the supply chain for advanced wireless technologies including 5G.

The coalition believes that the U.S. Federal Government has an important role to play in facilitating and fostering an open, diverse and secure supply chain for advanced wireless technologies, including 5G, such as by funding research and development, and testing open and interoperable networks and solutions, and incentivizing supply chain diversity.

As evidenced by the current global pandemic, vendor choice and flexibility in next-generation network deployments are necessary from a security and performance standpoint,” said Diane Rinaldo, Executive Director, Open RAN Policy Coalition.  “By promoting policies that standardize and develop open interfaces, we can ensure interoperability and security across different players and potentially lower the barrier to entry for new innovators.”

Open RAN Policy Coalition founding members include Airspan, Altiostar, AT&T, AWS, Cisco, CommScope, Dell, DISH Network, Facebook, Fujitsu, Google, IBM, Intel, Juniper Networks, Mavenir, Microsoft, NEC Corporation, NewEdge Signal Solutions, NTT, Oracle, Parallel Wireless, Qualcomm, Rakuten Mobile, Samsung Electronics America, Telefónica, US Ignite, Verizon, VMWare, Vodafone, World Wide Technology, and XCOM-Labs.

Sparkle adds fiber pair on Google’s Curie US-Chile cable

TI Sparkle will gain access to a fiber pair on Google's new Curie submarine cable system connecting Los Angeles to Valparaiso, Chile.

The new fiber pair on Curie will be fully integrated with Sparkle’s global backbone, increasing redundancy and offering a fourth diversified route to directly connect South and North America, complementing its 2017 addition of the Seabras-1 cable in the Atlantic.

Sparkle said its newest highways, Curie in the Pacific and Seabras-1 in the Atlantic, position it as the best-in-class choice for OTTs, ISPs, enterprises, Content/Application Providers and Asian players looking for global connectivity through its City2City transport service and its global Tier-1, Seabone IP transit service.

Google completes California-to-Chile subsea cable

Google's 10,500-km "Curie" subsea cable stretching from California to Chile is now ready for service. The new cable is equipped four 18 Tbps fiber optic pairs, a design capacity of 72 Tbps.

Google also announced the first Curie branch into Panama. Subcom has been selected for the project.

Curie represents Google's third wholly-owned subsea cable. The other projects are Dunant, which crosses the Atlantic from Virginia to France, and Equiano, which will link Portugal to South Africa.

Google picks Equinix for Curie Subsea Cable Landing Station

Google has selected an Equinix data center in El Segundo, California as the cable landing station (CLS) for the new Curie subsea cable system.  In the U.S., the cable will land directly at the Equinix LA4 International Business Exchange (IBX) data center.

The Curie cable is expected to go live in 2019.

Equinix said the CLS configuration is ideal for extending the backhaul capacity of a subsea cable system directly to the ecosystems of companies in its high-density IBX data centers. The architecture provides easy access to a dense, rich ecosystem of networks, clouds and IT service providers.

Equinix has been selected as an interconnection partner in more than 25 of the current subsea cable projects.

Google's Loon balloons working with AT&T

Google's Loon balloon initiative, which has undergone limited field deployments in Puerto Rico and Peru, is working with AT&T and its global partners to extend its reach to new markets.

Specifically, Loon is looking to leverage the AT&T network to expands the number of operators around the world that Loon can work with without having to complete time-intensive network integration for each one. The collaboration is expected to save valuable time if the event that Loon broadband coverage is needed for disaster response.

Loon also disclosed that it has recently secured approvals to fly over additional countries, including Kenya, Uganda, Namibia, Democratic Republic of Congo, Chad, Malawi, and Lesotho. Loon now has approvals to fly ove a total of 50 countries.

Google Loon to fly over the Peruvian Amazon

Peru is likely to be the first country in Latin America in which the "Loon" Internet-via-balloon service will operate

Specifically, Loon and Internet para Todos Perú (IpT) have reached an agreement to use high-altitude balloons to expand mobile internet access to parts of the Peruvian Amazonia. The companies aim to provide service to Telefónica customers in Peru in 2020.

Loon, which is a subsidiary of Alphabet, the parent company of Google, uses a network of high altitude balloons operating 20 km above sea level, well above air traffic, wildlife and weather events. Loon provides a full network as a service. The balloons act as floating cell towers, transmitting a provider’s service directly to a subscriber’s 4G/LTE device below.

IpT Perú is an open access wholesale rural mobile infrastructure operator owned by Telefónica, Facebook, IDB Invest and CAF which aims to help bridge the digital divide bringing mobile internet to remote populations where conventional telecom infrastructure deployment is not yet economically feasible.  Launched last May, Internet para Todos Perú is a neutral-host Rural Mobile Infrastructure Operator in Peru focused on offering mobile internet connectivity in rural areas to any Mobile Network Operator (MNO) willing to use its services on a wholesale basis. With a strong focus on innovation to provide sustainable service, IpT will leverage Loon for hard-to-reach areas, complementing its terrestrial network and, initially, managing the service for Telefónica del Perú, first MNO to use the technology on a commercial basis in Latin America. More than 800,000 people living in around 5,300 rural communities in Peru have now access to mobile internet thanks to IpT. The aim is to connect over 30,000 communities by 2021 for the bicentennial of Peru.

Loon and Telefónica in Peru started collaborating in 2014 when early tests of Loon´s technology began. In 2017 when the El Niño floods devastated parts of Northern Peru, Loon worked with Telefónica to provide Internet connectivity to those in need in an area over 40,000 Km² in size. Earlier this year when a magnitude 8.0 earthquake struck Peru, the two companies were able again to provide emergency connectivity. This agreement marks an important milestone in their collaboration and the result of the extensive work by the Loon, Telefónica del Perú and IpT teams over the last few years.

Peru joins Kenya as the second country where Loon has signed a contract to expand the service of Mobile Operators using stratospheric balloons. In Kenya, Loon is awaiting final written regulatory approval to begin flying and conducting the final stages of network integration with Telkom Kenya.

T-Mobile US posts strong Q1, withholds guidance due to COVID-19

T-Mobile US reported a record-setting first quarter in 2020, including record service revenues of $8.7 billion, up 5%, and record net income of $951 million, up 5%.

Some highlights:

  • Branded net customer additions were 649,000 in Q1 2020, bringing the total branded customer count is 68.5 million.
  • Branded postpaid net customer additions were 777,000
  • Branded postpaid phone net customer additions were 452,000 down 204,000 year-over-year. This decrease was primarily due to lower gross additions impacted by reduced demand from social distancing rules and retail store closures arising from COVID-19, partially offset by lower churn. 
  • Branded postpaid other net customer additions were 325,000 in Q1 2020, down 38,000 year-over-year..
  • Branded postpaid phone churn was a Q1 record-low 0.86% in Q1 2020, down 2 bps year-over-year, primarily impacted by the beginning effects of reduced demand from social distancing rules and retail store closures arising from COVID-19.
  • Branded prepaid net customer losses were 128,000 in Q1 2020, primarily due to lower gross additions impacted by reduced demand from social distancing rules and retail store closures arising from COVID-19, partially offset by lower churn. Migrations to branded postpaid plans reduced branded prepaid net customer additions by approximately 115,000 in Q1 2020.
  • Branded prepaid churn was a Q1 record-low 3.52%, down 33 bps year-over-year, primarily due to the continued success of our prepaid brands due to promotional activities and rate plan offers and the beginning effects of reduced demand from social distancing rules and retail store closures arising from COVID-19.
  • Branded postpaid Average Revenue per Account (ARPA) was essentially flat year-over-year. Branded postpaid ARPA was primarily impacted by an increase in average customers per account due to the growing success of wearables, specifically the Apple Watch, and other connected devices, offset by an increase in our promotional activities, including the ongoing growth in the Netflix offering, a reduction in regulatory program revenues from the continued adoption of tax inclusive plans and a reduction in certain non-recurring charges including the impact of credits for restore fees, international calls and data usage in connection with our response to COVID-19.
  • Branded postpaid phone Average Revenue per User (ARPU) decreased 1% year-over-year to $45.80.Branded prepaid ARPU increased 1% year-over-year to $38.11 in Q1 2020 primarily due the removal of certain branded prepaid customers associated with products now offered and distributed by a current MVNO partner, partially offset by dilution from our promotional activities, a reduction in certain non-recurring charges and growth in our Amazon Prime offering.

“Just five weeks ago, we merged with Sprint to create the New T-Mobile, and we’re more excited today than ever before about the massive value creation opportunity and synergy potential that lies ahead. We are off to the races laying the foundation for the future of the New T-Mobile as we work to execute on our business plan and harness the incredible opportunity ahead,” said Mike Sievert, President and CEO of T-Mobile. “In the face of a challenging climate for Q1, T-Mobile once again led the industry in postpaid phone net customer additions and set even more financial records, including record service revenues, record Q1 Net income and record Adjusted EBITDA. Additionally, I'm so proud of our teams for their creative and passionate work in the face of the COVID-19 health crisis as we continue to provide crucial connectivity to our customers and impacted communities, while ensuring the safety of our employees.”

While the COVID-19 pandemic has adversely impacted, and will continue to adversely impact, T-Mobile’s business and operating results, the company continues to work to ensure the health and safety of its employees, the ongoing reliability of its network, which continues to perform strongly and function with minimal interruptions, and the ability to serve and connect our customers. These prioritizations have resulted in key operational changes, affecting T-Mobile’s service revenues, equipment revenues, customer additions, churn rate and SG&A expenses, including increased labor costs. Additionally, T-Mobile continues to actively monitor and assess the impacts of COVID-19 on all facets of its business and operations, and as a result - the company is not in position to issue full year guidance, which depends on future developments that remain highly uncertain and unpredictable at this time, including the severity of the COVID-19 pandemic and related mitigation and response efforts. "

  • The Sprint merger was completed on April 1, 2020.

Equinix's revenues top $1.445 billion, up 6% YoY

Equinix reported Q1 revenue of $1.445 billion, a 2% increase over the previous quarter and a 6% increase over the same quarter last year. Adjusted EBITDA was $684 million, a 47% adjusted EBITDA margin, including higher seasonal costs. Net income amounted to $119 million, a 5% decrease from the previous quarter.

"The Equinix business continues to perform well and show resiliency through these times of uncertainty, enabling us to remain focused on the clear set of priorities we laid out at the beginning of the year—investing in our people, evolving our platform and service portfolio to meet the changing needs of customers, expanding our go-to-market engine to fuel long-term growth, and simplifying our business to drive operating leverage and enhance our customer experience," states Charles Meyers, President and CEO, Equinix.

Some highlights for the quarter

  • Key customer expansions included Hurricane Electric, TikTok and Zoom
  • Global connectivity remains a growth area as customer deployments across multiple metros comprised 87% of total recurring revenues, and Interconnection revenues increased 14% over the same quarter last year; peak Equinix Internet Exchange™ traffic increased 44% over the same quarter last year, or over 20% compared to the prior quarter, reflecting the impact of the sudden global shift to remote and work-from-home practices
  • Equinix continues the growth of its indirect selling initiatives, as Q1 channel activity accounted for approximately 30% of bookings
  • Interconnection revenues in Q1 grew 14% year-over-year, or 15% on a normalized and constant currency basis, steadily rising over the last few quarters, reflecting the demand across our portfolio of interconnection products. 
  • Equinix's global interconnection platform now comprises over 370,000 physical and virtual interconnections. In Q1, Equinix added an incremental 6,800 interconnections.

VIAVI reports sales of $256 million, down 3% YoY

VIAVI reported net revenue of $256.2 million for its third fiscal quarter ended March 28, 2020, down $9.0 million or (3.4)% year-over-year. GAAP net loss was $(32.8) million, or $(0.14) per share. Non-GAAP net income was $32.0 million, or $0.14 per share.

"Fiscal Q3 2020 revenue came in below our guidance range. The emerging COVID-19 pandemic was the principal driver behind the revenue shortfall. Despite that, through disciplined OPEX management, we managed to deliver the midpoint of our non-GAAP EPS guidance range, at 14 cents per share," said Oleg Khaykin, VIAVI's President and Chief Executive Officer. "The NSE business segment was most impacted by the COVID-19 headwinds, as our customers increasingly went into WFH and lockdown mode of operations and many purchase decisions were either pushed out or put on hold. The OSP business segment, on another hand, saw some late quarter customer order upsides and expedites, coming in above the revenue and non-GAAP operating margin guidance range."

Americas, Asia-Pacific and EMEA customers represented 34.7%, 29.0% and 36.3%, respectively, of total net revenue for the quarter ended March 28, 2020.

Tuesday, May 5, 2020

2020 CLEO Technical Conference, 11 – 15 May

Silicon photonics, the next generation of optical quantum information processing, the adoption of flexible technology and optical frequency comb technology are the main topics of plenary talks at the all-virtual 2020 CLEO Technical Conference, 11 – 15 May. The online event highlights the latest research, applications and market-ready technologies in all areas of lasers and photonics. In addition to the plenary sessions, the conference features comprehensive peer-reviewed presentations in three topic areas: Applications & Technology, Fundamental Science and Science & Innovations.

Technical sessions will be presented live from the Pacific Daylight Time Zone (PDT) with a recorded archive available later for on-demand viewing. Authors will pay a US$ 100 publishing fee; all others can access the conference at no cost.

The plenaries scheduled for Tuesday, 12 May and Wednesday, 13 May will be presented live with a recorded archive available later for on-demand viewing. The conference, originally planned as an in-person event, has been transitioned to an all-virtual format to ensure registrants have access to the high-quality, peer-reviewed technical program. Technical sessions will be presented live from the Pacific Daylight Time Zone (PDT).

In his talk titled “Silicon Photonics,” plenary speaker John Bowers, director of the Institute for Energy Efficiency and professor, University of California Santa Barbara, USA, will provide an overview of recent research and prospects for future results. Silicon photonics has become a mainstream technology for high-volume, low-cost manufacturing of photonic devices and integrated circuits for a wide variety of applications.

Plenary speaker Paul Kwiat, professor, University of Illinois at Urbana-Champaign and Director of Illinois Quantum Information Science and Technology Center (IQUIST), USA will discuss near-term prospects for multi-photon quantum processing in his talk titled “Advanced Resources for Optical Quantum Information Processing – the Next Generation.” Recent advances in sources, detectors and memories hold promise for a new generation of QIP, with enhanced rates and complexity orders of magnitude beyond current capabilities.

Plenary speaker Bill Liu, Chairman and CEO, Royole Corporation, China and USA will talk about “The Future of Flexible Electronics” particularly fully flexible displays, flexible sensors and their fast-growing applications. The next generation of human-machine interactions or HMI pivots on the wide adoption of flexible technology.

In the plenary talk titled “Intelligent Optical Synthesizer: Versatile Control of Optical Waves with Frequency Combs Towards Innovative Applications,” Kaoru Minoshima, professor, The University of Electro-Communications, Japan, will discuss how full use of comb properties has opened up broad applications such as direct study of full properties of materials, adaptive sensing and rapid 3D imaging.

Conference registration is free for all participants and currently open.

Arista adds support for SONiC on its switching platforms

Arista Networks introduced a Switch Abstraction Interface (SAI) option that enables its customers to deploy SONiC software on Arista switching platforms.

Arista switches Powered by SONiC (Software for Open Networking in the Cloud) combines the open source software first introduced by Microsoft with Arista's EOS platform.

Arista’s SAI layer allows SONiC to run on Arista switches, leveraging Arista’s advanced hardware design and platform drivers. SONiC is an open source network operating system that runs on multiple hardware platforms and was developed initially by Microsoft for the Azure cloud platform.

Arista says the solution delivers robust software, modern streaming telemetry, verbose troubleshooting tools and diverse platform support. In addition, Arista provides integrated software and hardware support through its engineering and customer support organizations.

“This latest initiative is another proof point of the continued long-term partnership between Arista and Microsoft on our mutual cloud networking journey. This expansion of SONiC support allows customers to take advantage of Arista’s broad platform portfolio, high quality system design, as well as global support allowing for broader adoption of cloud networking,” said Dave Maltz, Distinguished Engineer, Microsoft.

“Arista has a long history of collaboration and support for open networking with major contributions to SONiC. Arista switches Powered by SONiC brings open software choices for on-premise enterprise datacenters. We are helping customers realize their cloud networking transformation around resilience, automation and modern analytics backed by world class engineering and support,” said Anshul Sadana, Chief Operating Officer, Arista Networks.

Key benefits of Arista SAI include:

  • Choice of high-performance platforms from Arista’s data center portfolio for leaf and spine networks
  • Lower opex by leveraging DevOps tools for consistent automation for compute and networking deployments
  • Native streaming of deep platform telemetry with OpenConfig APIs
  • High scale and extensive debugging capabilities leveraging from cloud deployment experience
  • 24x7 global customer support from Arista services organization for SAI and platform related issues for a positive end-user experience
  • Distribution of Arista switches Powered by SONiC will be available as a network operating system in addition to Arista’s standard EOS offering. Customers have the option of choosing between Arista EOS and Arista SAI with SONiC software on these systems, and as an added benefit, Arista platforms running SAI can be easily migrated to EOS, providing a flexible path to the mainstream, feature-rich EOS software for broader network roles.

The open source SONiC operating system is already available and in production on Arista switching platforms for select customers. Arista SAI on a range of Arista 7050X and 7060X switching platforms will be available in the second half of 2020.

Digital Realty hosts AI clusters powered by NVIDIA GPUs

Digital Realty announced a new solution to deliver AI-ready IT infrastructure powered by NVIDIA DGX systems. The solution enables the rapid deployment of artificial intelligence and machine learning workloads, and provides the components customers need to solve global coverage, capacity and network needs.

Powered by PlatformDIGITAL and NVIDIA DGX, the Data Hub solution accommodates typical enterprise deployments of AI infrastructure to address the placement, connectivity and hosting of critical data infrastructure in proximity to users, networks, clouds and things. It localizes data aggregation, staging, analytics, streaming and data management to optimize data exchange, empowering businesses to distribute intelligence across the enterprise to accelerate digital transformation initiatives.

NVIDIA DGX-1 delivers over 1 petaFLOPS of performance; NVIDIA DGX-2 delivers over 2 petaFLOPS.

Finland's IT Center for Science tests 400G with ADVA FSP 3000 TeraFlex

CSC – IT Center for Science, which operates the Finnish University and Research Network (FUNET), has transported 400 Gbps over its existing long-haul network using the ADVA FSP 3000 TeraFlex.

The trials pave the way for ultra-fast access to Finland’s supercomputers and could offer a major boost to Europe’s research and education community.

ADVA's FSP 3000 TeraFlex enables channels of up to 1200 Gbps for 3x 400GbE services and a total capacity of 3.6 Tbps. Using network telemetry, software-defined fractional QAM modulation and adaptive baud rate capabilities, the solution is able to ensure maximum spectral efficiency at every point in the network. This enables operators to leverage previously unused optical spectrum so that deployed infrastructure can be made to transport far more data. As well as succeeding with 600 Gbps transport over 278km and with 400 Gbps over 2,844km, the trials showed the power of harnessing granular increments with speeds of 300 Gbps over 4,681km.

“These trials demonstrate how the ADVA FSP 3000 TeraFlex™ performs over long-haul distances, and the results were well above our expectations. It was the first time when we really needed a gridless line system to enable a full choice of line speeds and modulations. The powerful performance of TeraFlex™ and its flexibility to tune line speed and modulation, will allow us to optimize spectrum usage and minimize the cost of providing services to our users,” said Jani Myyry, FUNET network, CSC – IT Center for Science. “Our network provides essential connectivity for research and education institutes in Finland and throughout the Nordics. Initially we were aiming for transport based on 100Gbit/s and 200Gbit/s but are now seeing an increasing need for speeds above that, up to use cases requiring a bandwidth of multiple Tbit/s. TeraFlex and our ADVA open line system infrastructure enable us to efficiently scale our network with line speeds of 400Gbit/s and above. The trials show how TeraFlex™ dramatically increases flexibility and efficiency for 100GbE and 400GbE transport over long-haul distances.”

Arista posts Q1 revenue of $523 million, down 12% YoY

Arista Networks reported Q1 2020 revenue of $523.0 million, a decrease of 5.3% compared to the fourth quarter of 2019, and a decrease of 12.2% from the first quarter of 2019. GAAP gross margin was 64.7%. GAAP net income was $138.4 million, or $1.73 per diluted share. Non-GAAP net income was $161.7 million, or $2.02 per diluted share, compared to non-GAAP net income of $187.7 million, or $2.31 per diluted share in the first quarter of 2019.

"Arista delivered solid Q1 2020 financial results despite the global pandemic that we all are experiencing. We are committed to our employees’ safety while bringing value to our customers, shareholders and community in these unpredictable times and believe we will emerge stronger in the long term,” stated Jayshree Ullal, Arista’s President and CEO.

Commenting on the company's financial results, Ita Brennan, Arista’s CFO, said, “We are pleased with our business execution in the quarter, with the majority of our team effectively working from home, yet continuing to engage productively with our customers, supply chain and other partners.”

Some highlights from Q1:
Acquired Big Switch Networks, a network monitoring and SDN pioneer.
Announced an Optical Line System for 400G – The Arista OSFP-LS is a highly compact, low power solution for increasing bandwidth between data centers without the need for external optical line systems. This pluggable OSFP form factor simplifies DWDM network deployment and reduces valuable rack space, appealing in particular to Tier2 Cloud and Internet Service Providers.
Ciena and Arista completed interoperability testing of a dense and spectrally-efficient 400GbE transport solution with a native 400GbE router.

Lumentum posts sales of $402.8 million, down 7% YoY

Lumentum reported net revenue for its fiscal third quarter of 2020, ended March 28, 2020, of $402.8 million, with GAAP net income of $43.4 million, or $0.56 per diluted share. Net revenue for the fiscal second quarter of 2020 was $457.8 million, with GAAP net income of $49.1 million, or $0.63 per diluted share. Net revenue for the fiscal third quarter of 2019 was $432.9 million, with GAAP net loss of $(74.3) million, or $(0.98) per diluted share. Non-GAAP net income for the fiscal third quarter of 2020 was $98.0 million, or $1.26 per diluted share. Non-GAAP net income for the fiscal second quarter of 2020 was $119.4 million, or $1.53 per diluted share. Non-GAAP net income for the fiscal third quarter of 2019 was $70.9 million, or $0.92 per diluted share.

COVID-19 revenue impact was more than $10 million higher than in prior guidance due to the spread beyond China late in the quarter.

"While the COVID-19 pandemic is currently impacting our ability to satisfy strong customer demand for our communications products, we believe the world's experience with COVID-19 will accelerate the shift to increasingly digital and virtual approaches to work, education, health care, entertainment, social interaction, and commerce, creating even more opportunity for Lumentum over the long-term", said Alan Lowe, President and CEO. "Our strategy of technology and product leadership in close alignment with market leading customers is even more apt in these times. The market and technology leadership positions and financial strength we have attained to date, with this strategy, position us well for the future."

Nutanix sees sales bump from remote work and VDI

Nutanix expects total revenue to be between $312 and $317 million for its fiscal third quarter ended April 30, 2020, up 8% to 10% year-over-year. Total revenue growth rate reflects the top line compression resulting from the company’s ongoing transition to a subscription business model and away from selling hardware. TCV revenue is expected to be between $307 and $312 million, up 16% to 17% year-over-year, in line with prior guidance of $300 to $320 million.

Nutanix has withdrawn its fiscal 2020 guidance and calendar 2021 business model targets due to market uncertainty.

Total Contract Value billings (software and support revenue) is expected to be between $371 and $376 million, up 14% to 16% year-over-year, in line with prior guidance of $365 to $385 million. The growth rates of TCV revenue and TCV billings reflect the top line compression resulting from the company’s ongoing transition to a subscription business model. These results are preliminary and unaudited, and are subject to adjustment during the company’s regular quarterly close process.

“Our business is taking important strides in digital prospecting, virtual selling, and remote work. A new company will emerge from this pandemic, and this quarter is just the beginning of that,” said Dheeraj Pandey, Chairman, Co-Founder and CEO of Nutanix. “The recessionary macro environment makes our subscription transformation and our delightful zero-touch products even more impactful, as we enable our customers to be resilient, prepared, and productive. For example, we’ve seen an emerging tailwind in VDI and DaaS this past quarter. With our FastTrack program, we are doubling down with our channel partners and global system integrators to redefine the future of work. Corporate initiatives around remote work, hands-free IT automation, disaster recovery, and lift-n-shift to public cloud datacenters will be some of the pillars of digital transformation, and we believe we will be at the center of these conversations.”

“Thanks to the dedication, teamwork, and excellent customer service demonstrated by our employees and our partner community, we expect to meet our third quarter guidance for TCV billings and TCV revenue,” said Duston Williams, CFO of Nutanix. “While we have continued to see steady demand for our hybrid cloud solutions, there is a significant level of uncertainty regarding the ongoing impact of COVID-19 on our customers and end markets over the coming quarters. As we said we would in our last earnings call, we have been proactively and prudently managing expenses to help ensure the long-term health of our business during this pandemic. In addition, as a result of these uncertainties we are withdrawing our guidance for fiscal 2020, which we provided on February 26, 2020, as well as our business model targets for calendar 2021, which we discussed during our Investor Day in March 2019 and which included, among other things, a target for achieving $3 billion in TCV billings.”

Boingo Wireless posts revenue of $59.9 million, down 10% YoY

Boingo Wireless reported Q1 2020 revenue of $59.9 million decreased 9.9% compared to $66.5 million in the first quarter of 2019. Net loss attributable to common stockholders was $(4.6) million, or $(0.10) per diluted share, compared to net loss of $(5.2) million, or $(0.12) per diluted share, in the first quarter of 2019.

“The last 90 days have been an extraordinary time in history and our hearts go out to those who have lost loved ones or who have been infected by the coronavirus,” commented Mike Finley, Chief Executive Officer of Boingo Wireless. “Since Boingo has been deemed an essential business, we have been able to not only support our existing wireless networks, but continue to build out new neutral-host networks at a time when many other companies are not as fortunate. In addition, we were delighted to provide complimentary Wi-Fi service to more than 10,000 Air Force, Army and Marine beds set up for quarantine purposes around the country. I am incredibly proud of the Boingo team for going the extra mile to ensure our customers and our venue partners have the connectivity they need.”

Mr. Finley continued, “Boingo delivers a vital neutral solution in the essential space of connectivity, and is supported by a business model with approximately 95% contractual or recurring revenue. We have a strong balance sheet with ample liquidity and the ability to continue using our cash flow to fund our network builds where we have carrier commitments. Our focus on reducing expenses and increasing profitability at the end of 2019 has prepared us well to weather the recent events. While we cannot predict the nature, duration or scope of the overall impact of the COVID-19 pandemic on our business, we believe that Boingo will emerge from this period with velocity and continue to deliver a critical, and essential, service to our military men and women, our venues, our customers and our partners.”

Some highlights:

  • Military/multifamily revenue of $22.7 million decreased 12.3% compared to $25.9 million in the first quarter of 2019.
  • DAS revenue of $22.2 million decreased 7.9% compared to $24.1 million in the first quarter of 2019. DAS revenue for the quarter was comprised of $14.0 million of build-out project revenue and $8.2 million of access fee revenue. DAS access fee revenue increased 27.3% year-over-year.
  • Wholesale Wi-Fi revenue of $9.7 million decreased 11.6% compared to $11.0 million in the first quarter of 2019.
  • Retail revenue of $3.0 million decreased 24.6% compared to $3.9 million in the first quarter of 2019.
  • Advertising and other revenue of $2.3 million increased 48.6% compared to $1.5 million in the first quarter of 2019.

Keysight intros semiconductor design validation software

Keysight Technologies introduced PathWave Waveform Analytics, an edge-to-cloud computing application that improves anomaly detection and reduces data storage costs in pre-silicon validation using machine learning algorithms.

Keysight's PathWave Waveform Analytics software solution includes a new data compression technology that enables long-duration waveform compression, high resolution playback and analysis exceeding several terabytes of data. Built-in machine learning improves the discovery of voltage and current anomalies, as well as transient trends captured by the waveforms.


  • Shortens analysis time in pre-silicon validation with patented machine learning algorithms that identify anomalies and outliers
  • Reduces overall project costs by debugging in pre-silicon, which saves time in the costly post-silicon validation phase
  • Improves design reliability with pre-and post-processing algorithms that accurately detect voltage and current spikes on power and signal waveforms

"Highly power-efficient semiconductors require robust, reliable and secure analytics during design qualification," said Christopher Cain, vice president and general manager of Keysight's Electronic Industrial Products. "Keysight's innovative big-data waveform analytics solutions enable those semiconductor designers to automate design analysis, improving productivity of those tasks by up to 90 percent, thus accelerating their companies' time-to-market opportunity."

Monday, May 4, 2020

NVIDIA acquires Cumulus, promising full-stack data center innovation

NVIDIA has acquired Cumulus Networks. Financial terms were not disclosed.

Cumulus, which was founded in 2010 by JR Rivers and Nolan Leake, developed a Linux-based operating system for network switches. The company signed licensing deals with Dell, HPE, Mellanox, and Lenovo. Cumulus is also known for its pioneering work with the open network install environment (ONIE) project.  Investors in the company included Andreessen Horowitz, Battery Ventures, Sequoia Capital, Peter Wagner and 4 of the 5 original VMware founders. Cumulus is based in Mountain View, California.

NVIDIA said the combination of its recently-acquired Mellanox division with Cumulus Networks will enable a new era for accelerated, software-defined data centers.

NVIDIA's target is to "innovate and optimize across the entire networking stack from chips and systems to software including analytics like Cumulus NetQ, delivering great performance and value to customers."

Mellanox has been collaborating with Cumulus since 2013. Mellanox Spectrum switches already ship with Cumulus Linux and SONiC, the open source offering forged in Microsoft’s Azure cloud and managed by the Open Compute Project.

NVIDIA acquires Mellanox - focus on Next Gen Data Centers

NVIDIA completed its $7 billion acquisition of Mellanox Technologies. The deal was originally announced on March 11, 2019.

NVIDIA says that by combining its computing expertise with Mellanox’s high-performance networking technology, data center customers will achieve higher performance, greater utilization of computing resources and lower operating costs.

“The emergence of AI and data science, as well as billions of simultaneous computer users, is fueling skyrocketing demand on the world’s datacenters,” said Jensen Huang, founder and CEO of NVIDIA. “Addressing this demand will require holistic architectures that connect vast numbers of fast computing nodes over intelligent networking fabrics to form a giant datacenter-scale compute engine.

“We share the same vision for accelerated computing as NVIDIA,” said Eyal Waldman, founder and CEO of Mellanox. “Combining our two companies comes as a natural extension of our longstanding partnership and is a great fit given our common performance-driven cultures. This combination will foster the creation of powerful technology and fantastic opportunities for our people.”

NVIDIA also promised to continue investing in Israel, where Mellanox is based.

The companies expect to close the deal by the end of 2019.