Monday, June 1, 2020

Equinix to acquire 13 data centers from Bell Canada

Equinix agreed to acquire a portfolio of 13 data centers across Canada from BCE Inc. ("Bell") for US$750 million (CA$1,041 million) in cash.

The 13 data center sites, which represent 25 Bell data center facilities, are expected to generate approximately US$105 million annualized revenue, which represents a purchase multiple of approximately 15x EV / adjusted EBITDA.  The deal includes approximately 1.2 million gross square feet of data center space and 400,000 square feet of colocation space.

The deal will expand Equinix's coverage in Canada coast to coast, making it a market leader in data center and interconnection services. In addition to adding new capacity in Toronto, Ontario, where Equinix currently operates two International Business Exchange data centers, it will extend Equinix's interconnection services to seven new metros. These metros include Calgary, Alberta; Kamloops and Vancouver, British Columbia; Millidgeville, New Brunswick; Montreal, Quebec; Ottawa, Ontario; and Winnipeg, Manitoba.

Charles Meyers, President and CEO, Equinix, states: "Canadian businesses are in the midst of a significant transformation as they evolve their operations to be increasingly digital and cloud-enabled. With a platform that enables companies to increase the scale, reach and connectivity of their growing digital businesses, Equinix provides a compelling vision for businesses to rapidly and broadly interconnect with the people, locations, cloud services and data that matter most to their business. This expansion is a significant win for Canadian businesses, as well as for multinational companies that can leverage Platform Equinix to increase their digital presence in Canada by interconnecting to a rich ecosystem of customers, business partners and other strategic companies in Canada."

OIDA Quantum Photonics Roadmap: Every Photon Counts

A newly released Quantum Photonics Roadmap: Every Photon Counts, which was produced by OSA Industry Development Associates (OIDA) in collaboration with Corning, clarifies the applications and timing for quantum technologies and specifies improvements in optics and photonics components needed to enable commercialization. It covers the three major application areas: quantum sensing and metrology, quantum communications and quantum computing.

Commercialization of products such as quantum sensors for GPS-free navigation and field-deployable quantum repeaters for communications will be significant milestones in an emerging market but more investments in product engineering are critical. Lower SWAP-C devices would enable progress, for example, across multiple sensing categories, and integration of these systems onto photonic chips is a critical path to doing so. While some integration is possible today, more on-chip functionality (e.g., sources, modulators, switches) is needed.

“While the field still needs breakthroughs in quantum science, such as a quantum repeater, the photonics technology already largely exists for laboratory experiments,” says Tom Hausken, senior industry advisor, The Optical Society (OSA). “The product engineering -- low size, weight, power and cost -- is missing, or it is applied to a specific customer application, without benefit to the rest of the field. The need is analogous to the talent shortage, not just with scientists, but with engineers in photonics, microwave and control electronics, packaging and cryogenics who have the specialized expertise to bring the technology to market.”



Although the quantum technology market is still in the early stages, the optics and photonics community already supplies critical enabling components to research and development labs in the near term to ensure progress. OIDA estimates sales of optics and photonics for lab equipment used by quantum researchers at about US$100 million per year. The commercial market for quantum end-use products is expected to rise to billions of dollars by 2030.

“The real impact of quantum technology is what it can do, which could be far greater than the market for the technology itself,” Hausken adds. “The fear of missing out (FOMO) on that impact on competitiveness and security is driving funding in quantum research, which OIDA estimates at about US$2 billion annually.”

The public and private sectors worldwide are making multi-year investments in quantum technologies with an end-goal of market ready applications. In the U.S., the National Quantum Initiative Act, a multi-agency plan, proposes US$1.2 billion in funding for quantum information science over five-years. The European Union’s Quantum Flagship program is budgeted at 1 billion euros over a ten-year period.

Investments in the product engineering of quantum technology could support classical applications as well. For example, investments in lower loss integrated photonics and single-photon detectors could yield benefits in classical optical communications and low-light imaging, respectively. Integrated photonics offers many promising solutions for quantum technology, at a time when it offers multiple solutions in other fields.

To read the full report, visit http://www.osa.org/OIDARoadmap

GSMA and O-RAN Alliance announce 5G Collaboration

The GSMA will support the O-RAN Alliance's efforts to accelerate the adoption of Open Radio Access Network (RAN) products and solutions that take advantage of new open virtualised architectures, software and hardware.

The organisations announced a collaboration to harmonise the open networking ecosystem and agree on an industry roadmap for network solutions, thereby making access networks as open and flexible as possible for new market entrants.

In its latest Mobile Economy Report, the GSMA predicts that operators will invest more than a trillion dollars over the next five years globally to serve both consumer and enterprise customers, 80 per cent of which will be on 5G networks.

“When 5G reaches its potential, it will become the first generation of mobile networks to have a bigger impact on enterprises than consumers,” said Alex Sinclair, Chief Technology Officer, GSMA. “In the enterprise sector alone, we forecast $700 billion worth of economic value to be created by the 5G opportunity. The growth of the open networking ecosystem will be essential to meeting enterprise coverage and services needs in the 5G era.”

The GSMA and O-RAN ALLIANCE collaboration complements the recently announced interworking between the GSMA and Telecom Infra Project (TIP), and the O-RAN ALLIANCE and TIP. The goal for these collaborations is to help avoid fragmentation and accelerate the successful evolution of the industry towards a more intelligent, open, virtualised and fully interoperable RAN.

IDC: OCP-compliant hardware to grow at a 16.6% CAGR

Worldwide revenue from the Open Compute Project (OCP) infrastructure market will reach $33.8 billion in 2024, according to a new report from IDC, hitting a compound annual growth rate (CAGR) of 16.6% over the 2020-2024 forecast period. The forecast assumes a rapid recovery for this market in 2021-22, fueled by a robust economic recovery worldwide. However, a prolonged crisis and economic uncertainty could delay the market's recovery well past 2021, although investments in and by cloud service providers may dominate infrastructure investments when they occur during this period.

"By opening and sharing the innovations and designs within the community, IDC believes that OCP will be one of the most important indicators of datacenter infrastructure innovation and development, especially among hyperscalers and cloud service providers," said Sebastian Lagana, research manager, Infrastructure Systems, Platforms and Technologies.

"IDC projects massive growth in the amount of data generated, transmitted, and stored worldwide. Much of this data will flow in and out of the cloud and get stored in hyperscale cloud data centers, thereby driving demand for infrastructure," said Kuba Stolarski, research director, Infrastructure Systems, Platforms and Technologies at IDC.

Some highlights:
The compute segment will remain the primary driver of overall OCP infrastructure revenue for the coming five years, accounting for roughly 83% of the total market.
Despite being a much larger portion of the market, compute will achieve a CAGR comparable to storage through 2024. The compute and storage segments are defined below:
Spend on computing platforms (i.e., servers including accelerators and interconnects) is estimated to grow at a five-year CAGR of 16.2% and reach $28.07 billion. This segment includes externally attached accelerator trays also known as JBOGs (GPUs) and JBOFs (FPGAs).
Spend on storage (i.e., server-based platforms and externally attached platforms and systems) is estimated to grow at a five-year CAGR of 18.5% and reach $5.73 billion. Externally attached platforms are also known as JBOFs (Flash) and JBODs (HDDs) and do not contain a controller. Externally attached systems are built using storage controllers.

T-Mobile teams with GCI for 5G coverage in Anchorage

T-Mobile announced a partnership with GCI allowing T-Mobile customers with 5G smartphones to tap into 5G while roaming in Anchorage, Alaska.

T-Mobile said it is now the first and only wireless provider to offer 5G coverage in all 50 states.

“GCI and T-Mobile have a long history of ‘firsts’ together,” said GCI President and Chief Operating Officer Greg Chapados. “GCI and T-Mobile launched the nation’s first LTE roaming partnership in 2014 and were the first providers to partner together to deliver voice over LTE service. Today’s partnership marks another first and a tremendous milestone! GCI congratulates the T-Mobile team on being the first wireless provider to offer 5G service in all 50 states. The partnership is a win for both companies and for GCI customers who will be able to access 5G service on the nation’s largest 5G network.”

GCI launched Alaska’s first 5G service in Anchorage on April 17, 2020.

GCI to deploy 5G in Anchorage with Ericsson

GCI, Alaska's largest telecommunications company, will deploy a 5G network in Anchorage (population 291,000), the state's largest city, in partnership with Ericsson.

GCI is deploying Ericsson's 5G New Radio (NR) hardware and software to 82 macro cell sites across the Municipality of Anchorage from Girdwood to Eklutna, an area larger than the state of Rhode Island.

GCI's metro fiber network will provide backhaul services to these sites, which include both towers and building locations.  The project will be completed in 2020 with initial 5G service coming online in the first half of the year.

"We are committed to providing superior 5G wireless service to the residents of Anchorage just as we already provide the fastest internet service," said GCI CEO Ron Duncan. "We are bringing all our assets – fiber, spectrum, wireless footprint, Alaska expertise – to bear on that commitment."

GCI's metro fiber network and cable plant already offers 1 GIG cable modem service to 95% of Anchorage households. GCI controls more low/mid-band mobile radio spectrum than any other wireless provider in Anchorage. And it has more macro cell sites in Anchorage than any other Alaska wireless provider.

Siemon intros OptiFuse fiber splice-on connectors

Siemon introduced new OptiFuse pre-polished splice-on connectors that provide quick, reliable, and high-performance field terminations for fiber applications.

The new units, which are part of Siemon's LightHouse Advanced Fiber Cabling portfolio, are available in simplex LC and SC multimode and simplex LC and SC UPC and APC single mode
fiber configurations. The OptiFuse splice-on connectors feature a factory pre-polished fiber endface, ferrule dust cap that remains in place during termination and an internally integrated and protected splice point for superior low-loss fusion splice performance.

The company says that by eliminating the need for splice trays, splice chips and cable slack, OptiFuse connectors reduce material requirements, conserve space within fiber enclosures and deliver a 30% faster installation compared to traditional fiber pigtails. They are ideal for enabling splicing in tight spaces unable to accommodate splice trays and accessories.

“For new fiber installations, reconfigurations, and repairs and restorations, achieving a balance between speed of deployment, density, cost savings and performance has long been a
challenge, especially in high-cost labor markets,” says Kevin Stronkowsky, fiber product manager for Siemon. “At the same time, fiber is now being deployed in a broader range of
environments and applications, including FTTX deployments in tight spaces such as multi-user work area boxes and zone units. Our new OptiFuse connectors solve all these challenges while
also being a ‘greener’ solution with less packaging material and space requirements.”

Sunday, May 31, 2020

Cignal AI: Network operators accelerate Capex in response to COVID-19

The effects of COVID-19 simultaneously catalyzed demand for transport equipment and paralyzed supply chains worldwide during the first quarter of 2020, according to Cignal AI’s latest Transport Hardware Report. Results show that sales of optical and packet hardware varied dramatically by region, product category, and vendor.

“Demand for equipment is solid right now, with one major operator reporting that 70% of its annual capex budget has already been spent,” said Scott Wilkinson, Lead Analyst at Cignal AI. “Operators are shifting demand forward to build capacity and inventory, and a decline in demand is likely to follow in the second half of the year.”



During Q1 2020, network operators accelerated orders and installations of new equipment to deal with vastly increasing network demand. Not all orders were intended for immediate deployment; operators also wanted extra inventory readily available in uncertain times. However, disruption in the component supply and equipment manufacturing chain, as well as travel and shipping restrictions prevented equipment companies from satisfying demand. Consequently, individual equipment vendor results varied depending on the sourcing of components and manufacturing.

Additional 1Q20 Transport Hardware Report Findings:
  • Most equipment vendors claimed a 5-10% reduction in sales due to COVID-19 operational issues. While demand sharply increased, the inability to get parts, manufacture, and deliver equipment reduced sales in all areas. This reduction was particularly true for sales of packet equipment by vendors such as Juniper Networks.
  • Ciena, Cisco, Infinera, and Nokia all gained 20% or more in YoY optical transport sales in North America this quarter. Packet sales in the region were down significantly, with supply chain issues compounding a continued drop in demand from service providers.
  • Transport equipment sales in China declined in the double digits as network operators and suppliers contended with increased network traffic demands and complex supply chain issues.

Qualcomm extends its Wi-Fi 6 portfolio

Qualcomm introduced four new chipsets supporting "Tri-Band Wi-Fi 6," offering simultaneous operation in 2.4, 5, and 6 GHz frequency bands. They offer support for up to 2,000 simultaneous users and are designed to deliver full network capacity in an unprecedented 16-stream Wi-Fi 6E configuration.

Some additional capabilities:

  • Qualcomm Multi-User Traffic Management: Provides advanced scheduling algorithms and buffering with universal uplink data support. Advanced multi-user implementations specialized for high user counts include up to 37-user OFDMA support per channel and 8-user MU-MIMO support per channel.
  • Qualcomm 4K QAM technology: Designed to deliver 20% higher throughput compared to standard Wi-Fi 6E, helping achieve device-to-device transfers of up to 2.4 Gbps per link to compatible mobile and compute devices.  
  • Qualcomm Tri-Band Wi-Fi 6 for Mesh Networks: Qualcomm® Wi-Fi SON has been enhanced to interconnect the Mesh Nodes using the 6 GHz band.
  • Qualcomm Wi-Fi Security Suite: Comprehensive WPA3 implementation coupled with state-of-the-art embedded crypto accelerators designed to provide secure transactions across a full range of Wi-Fi data touchpoints.

“Leveraging decades of focused research and development, our second-generation Wi-Fi 6 platforms set a new performance benchmark for home and enterprise networking applications,” said Nick Kucharewski, vice president and general manager, wireless infrastructure and networking, Qualcomm Technologies, Inc. “With Tri-Band Wi-Fi 6 and scaling to 16 streams, Qualcomm Networking Pro Series Platforms pair wireless expertise with robust architecture designed to deliver Gigabit speeds, massive capacity, and stable-as-wire reliability our customers depend on.”
 to follow. The Wi-Fi 6E future looks very bright indeed,” said Claus Hetting, CEO & Chairman, Wi-Fi Now.

“Wi-Fi Alliance members have mobilized around 6 GHz in an unprecedented way, and we’re excited to see Wi-Fi 6E solutions rapidly coming to market with the availability of new unlicensed spectrum in the U.S.,” said Kevin Robinson, Senior VP of Marketing, Wi-Fi Alliance. “Solutions like these from Qualcomm will help users fully experience Wi-Fi® in 6 GHz and quickly benefit from faster speeds, higher capacity, and lower latency applications.”

Four New Qualcomm Networking Pro Series Platforms


  • Qualcomm Networking Pro 1610: Supports up to 16 streams of Wi-Fi 6/E connectivity, a 2.2 GHz Quad-core A53 processor, 8x8 support for huge multi-user gain, and 10.8 Gbps peak speed.
  • Qualcomm Networking Pro 1210: Supports up to 12 streams of Wi-Fi 6/E connectivity, a 2.2 GHz Quad-core A53 processor, and 8.4 Gbps peak speed.
  • Qualcomm Networking Pro 810: Supports up to 8 streams of Wi-Fi 6/E connectivity, a 1.8 GHz Quad-core A53 processor, and 6.6 Gbps peak speed.
  • Qualcomm Networking Pro 610: Supports up to 6 streams of Wi-Fi 6/E connectivity, a 1.8 GHz Quad-core A53 processor, and 5.4 Gbps peak speed.

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: How will COVID-19 impact SD-WAN?

Following a triple-digit revenue increase in 2019 for U.S. Carrier Managed SD-WAN Services, the growth outlook for 2020 has been lowered to 17% due to the impact of COVID-19, according to ENS @SD-WAN research just released from Vertical Systems Group. Despite this market dip, the forecast shows measurable economic recovery during Q4 of this year, and a revenue rebound starting in 2021 that extends through 2024.

Vertical’s SD-WAN forecast incorporates government directives, macro-economic data, enterprise demand information and service provider feedback. Topline forecast assumptions are displayed in the timeline infographic shown above. Detailed timeline assumptions for this COVID-19 impact analysis are included in the latest ENS @SD-WAN research release, which covers projections through 2024 for U.S. revenue, billable sites installed and WAN connections.

Key 2020 Timeline Assumptions

  • January – February: The robust demand for managed SD-WAN services in 2019 continues into the first two months of 2020. New customer installations increase as orders from the previous year are fulfilled.
  • March – April: The COVID-19 pandemic emerges across the U.S., forcing business shutdowns and stay-at-home orders. Some planned SD-WAN implementations are deferred.
  • May – August: Gradual reopening of businesses proceeds subject to variable state-by-state guidelines. Some companies file for bankruptcy, particularly in hard hit verticals (e.g., retail, travel, etc.). The SD-WAN pipeline for new logo sales erodes.
  • September – October: Enterprises and suppliers adjust to new operations realities. An economic rebound begins to take hold.
  • November – December: Economic recovery gains momentum. SD-WAN sales increase and site installations accelerate.



https://www.verticalsystems.com/2020/05/28/statflash-sdwan-covid-2020/

SmarTone launches 5G in Hong Kong with Ericsson

SmarTone activated its commercial 5G service in Hong Kong. Ericsson is the network provider and was also the sole supplier of SmarTone’s 4G network.

Notably, SmarTone is the first mobile operator in Asia to deploy Ericsson Spectrum Sharing, which enables 4G and 5G to be deployed in the same band and on the same radio through a software upgrade. Ericsson's solution dynamically allocates spectrum based on user demand on a 1 millisecond basis. The solution also allows for the efficient use of existing Ericsson Radio System infrastructure.

SmarTone is using high, mid and low spectrum bandsin Hong Kong. The 3.5GHz spectrum will be progressively deployed across the territory. At popular places and busy locations, 3.5GHz can also provide ample capacity and support to the 5G applications that require high bandwidth. In the initial stage, SmarTone’s 5G network covers the most outdoor locations, popular indoor locations and major roads and highways for commuting customers.

In March of 2020, Ericsson and SmarTone, announced a five-year contract for the deployment of 5G in Hong Kong.

SmarTone is also using Ericsson’s cloud-native Dual-Mode 5G Core.

Docomo launches multi-streaming on its 5G TV service

DOCOMO introduced a multistreaming capability for its "Hikari TV for docomo" service, making it possible to watch up to 7 programs simultaneously on a compatible Docomo 5G smartphone and app.

The multi-multistreaming is available from Docomo's catalog of 18 channels.



https://www.nttdocomo.co.jp/info/news_release/2020/06/01_00.html

Thursday, May 28, 2020

Cisco to acquire ThousandEyes for real-time Internet visibility

Cisco agreed to acquire privately-held ThousandEyes, a provider of real-time visibility tools for the delivery of applications and services over the Internet. Financial terms were not disclosed.

ThousandEyes, which is headquartered in San Francisco, was founded in 2010 by Mohit Lad and Ricardo Oliveira who had worked together during grad school in the UCLA Internet Research Lab to visualize Autonomous System topologies. T

ThousandEyes vantage points around the world perform billions of measurements each day to detect when traffic flows are disrupted within ISPs, public cloud networks and other service providers. This network telemetry data is algorithmically analyzed as part of ThousandEyes’ core Digital Experience Monitoring platform and the macro outages that are detected are displayed on an interactive map as part of ThousandEyes’ Internet Insights offering.

The ThousandEyes platform is used to verify the availability and performance of network-based services (HTTP, FTP, DNS, SIP, RTP) as well as for DNS tracing and DNSSEC validation over the Internet and third-party infrastructure.

Cisco said that bringing together its own strength in network and application performance with ThousandEyes’ visibility into the Internet, customers will now have an end-to-end view into the digital delivery of applications and services over the Internet, allowing them to pinpoint deficiencies and improve network and application performance across enterprise and cloud networks. Cisco will incorporate ThousandEyes’ capabilities across Cisco’s core Enterprise Networking and Cloud, and AppDynamics portfolios to enhance visibility across the enterprise, internet and the cloud.

“I’m excited to welcome the ThousandEyes team to Cisco,” said Todd Nightingale, senior vice president and general manager, Cisco Enterprise Networking and Cloud. “The combination of Cisco and ThousandEyes will enable deeper and broader visibility to pin-point deficiencies and improve the network and application performance across all networks. This will give customers end-to-end visibility when accessing cloud applications, and Internet Intelligence will improve networking reliability and the overall application experience.”

OpenRoaming envisions a globally available Wi-Fi federation

The Wireless Broadband Alliance (WBA) activated "OpenRoaming", a globally-available Wi-Fi federation with support from Boingo, Broadcom, Cisco, Deutsche Telekom, Google, Intel, Orange and Samsung, amongst others.

WBA OpenRoaming offers an automatic and secure connection potentially to billions of devices across millions of Wi-Fi networks. The idea is to make it easier for users to join public Wi-Fi networks without needing to search for them, or to repeatedly enter or create login credentials.

WBA said its OpenRoaming provides a new global standards-led approach, removing public-guest Wi-Fi connectivity barriers and bringing greater convenience and security to the wireless ecosystem.

WBA CEO Tiago Rodrigues said: “Wi-Fi is already arguably the most successful wireless technology of our time, but with these globally agreed standards and policies, we can take public-guest Wi-Fi to another level in terms of ease-of-use and global availability. The WBA OpenRoaming creates an open framework for all types of players to join and develop their Wi-Fi services and create new business opportunities. We invite venues, vendors and operator/identity providers to join WBA OpenRoaming and revolutionise Wi-Fi usage around the world.”



 WBA member companies  supporting the WBA OpenRoaming standards include: Airmesh, Airties, Aprecomm, American Tower, Aptilo, AT&T, Boingo Wireless, Broadcom Inc, Cisco, Cityroam, Comcast, Commscope, Deutsche Telekom, Eduroam, Eleven Software,GlobalReachTechnology, Google, GoZone Wi-Fi, Hub One, Hughes Systique Corp, Intel , IT&E, m3connect, Nomosphere, Orange, Purple Wi-Fi, Radiator Software, Samsung, Single Digits, Sun Global, Veniam, WifiCoin and Zephyrtel.

The WBA OpenRoaminghighlights:

  • Cloud federation, consisting of a global database of networks and identities, dynamic discovery and the Wireless Roaming Intermediary Exchange (WRIX)
  • Cyber security, consisting of Public Key Infrastructure and RadSec providing the certificate policy, management and brokerage services
  • Network automation, facilitated by an automated roaming consortium framework and policy and Wi-Fi CERTIFIED Passpoint®
  • Companies who join WBA OpenRoaming are included in a federation of identity and network providers. Equipment vendors, identity providers, venues and operators – as well as private and public Wi-Fi networks – can join WBA OpenRoaming and immediately become part of the global ecosystem and help to shape the future of the federation.

http://www.openroaming.org

Investors pour $100 million into Ligado for its terrestrial L-Band network

Ligado Networks announced more than $100 million in new investments to begin taking the necessary steps to build 5G IoT networks.

“With this new round of capital, we are better prepared than ever to do exactly what we’ve said: get this mid-band spectrum deployed to support the next-generation wireless networks needed to bring America’s critical infrastructure and essential services into the 21st century,” said Ligado CEO Doug Smith. “The investments will create American jobs, expand innovation and directly enhance critical industries such as first responders, health care workers and supply chain personnel that depend on ubiquitous and ultra-reliable networks to protect and secure American lives.”

https://ligado.com/press/ligado-raises-100-million-build-mission-critical-5g-networks/


  • On May 22, the National Telecommunications and Information Administration (NTIA), acting on behalf of the Department of Defense (DoD) and the Department of Transportation (DoT), petitioned the FCC to reconsider, clarify or amend its recent decision regarding Ligado. Specifically, NTIA is requesting the FCC to rescind the approval of the mobile satellite service (MSS) license modification applications conditionally granted to Ligado, stating that these will cause irreparable harms to federal government users of the Global Positioning System (GPS). Separately, NTIA is seeking a stay in the proceedings to prevent Ligado from deploying its network until this petition is addressed and harmful interference concerns are resolved.

    In response, Ligado stated "This rehash of arguments put before the FCC over two years ago contains no new information or technical data to support its request that the FCC reconsider its recent unanimous, bipartisan decision.  The entire petition is premised on the tired 1 dB argument, which is just another way of the DoD saying, “we want this spectrum for our own use.”  The FCC carefully analyzed and dismantled that argument in its 74-page Order, and we are confident that it will affirm its decision upon review." 

FCC approves Ligado for low-power L-band terrestrial network

The FCC voted unanimously to approve with conditions Ligado’s application to deploy a low-power terrestrial nationwide network in the L-Band that will primarily support 5G and Internet of Things services.

“I thank my colleagues for coming together on a bipartisan basis to support Ligado’s application,” said Chairman Pai.  “The vote at the Commission reflects the broad, bipartisan support that this order has received, from Secretary of State Mike Pompeo and Attorney General William Barr on the one hand to Senator Mark Warner of Virginia and Congresswoman Doris Matsui of California on the other.  This vote is another step forward for American leadership in 5G and advanced wireless services.”

Among the conditions that Ligado must abide by:
  • Ligado must provide a significant (23 megahertz) guard-band using its own licensed spectrum to separate its terrestrial base station transmissions from neighboring operations in the Radionavigation-Satellite Service allocation. 
  • Ligado is required to limit the power levels of its base stations to 9.8 dBW, a reduction of 99.3% from the power levels proposed in Ligado’s 2015 application. 
  • Ligado must protect adjacent band incumbents by reporting its base station locations and technical operating parameters to potentially affected government and industry stakeholders prior to commencing operations, continuously monitoring the transmit power of its base station sites, and complying with procedures and actions for responding to credible reports of interference, including rapid shutdown of operations where warranted. 


  • Ligado Networks is a privately-backed company based in Reston, Virginia, with investors including Centerbridge Partners, Fortress Investment Group and JPMorgan Chase & Co. From the big hitting industry execs on the leadership team it is clear the company is serious. Ivan Seidenberg, a former chairman of Verizon Communications, serves as chairman. Also on the board of directors is Timothy Donahue, former executive chairman of Sprint Nextel and former president and CEO of Nextel Communications, and Reed Hundt, the former Federal Communications Commission. Doug Smith serves as Ligado's president and CEO; he is known for his work in engineering and launching nationwide networks for GTE, Nextel, Sprint Nextel and Clearwire.

Zayo to supply diverse wavelength network to pharmaceutical company

Zayo has been selected to provide a diverse wavelength solution to a leading, global pharmaceutical company.

The diverse wavelength solution will provide core network infrastructure and upgraded capacity to support the company’s data analytics, research collaboration and product innovation.  Zayo will also provide IP transit and zColo data center space.

Zayo said the deal underscores how the pharmaceutical and biotechnology sector are driving a growing need for high performance infrastructure. Research and collaboration, analytics and predictive modeling and clinical trials are generating large volumes of data. In areas like genomics, the acquisition, analysis and storage of massive data sets require solutions with unprecedented capacity. In today’s COVID-19 environment, intra- and inter-company R&D is becoming even more collaborative to advance expedited development of treatments and vaccines.

“Our pharmaceutical customers are re-architecting their networks so they can fully leverage big data, shorten drug development timelines and improve patient outcomes,” said Derek Gillespie, chief revenue officer at Zayo. “Our extensive network provides the foundation for the capacity and performance improvements they need.”

VMware sales rise 12% YoY as subscription and SaaS revenue grows

VMware reported quarterly revenue of $2.73 billion, an increase of 12% from the first quarter of fiscal 2020. GAAP net income for the first quarter was $386 million, or $0.92 per diluted share, compared to $380 million, or $0.89 per diluted share, for the first quarter of fiscal 2020.  Non-GAAP net income for the first quarter was $640 million, or $1.52 per diluted share, up 21% per diluted share compared to $535 million, or $1.25 per diluted share, for the first quarter of fiscal 2020.



Highlights:

  • The combination of subscription and SaaS and license revenue was $1.23 billion, an increase of 17% from the first quarter of fiscal 2020.
  • Subscription and SaaS revenue for the first quarter was $572 million, an increase of 39% year-over-year.
  • VMware launched VMware Tanzu, a portfolio of products and services that enable enterprises to deliver better software faster. 
  • VMware acquired Octarine, which will bring intrinsic security to containerized applications running in Kubernetes and build security capabilities into the fabric of the existing IT and DevOps ecosystems.
  • VMware made major updates to its core portfolio across VMware Cloud Foundation, the largest evolution of vSphere in a decade, NSX-T, vSAN and vRealize Operations Cloud, continuing to bring innovation to its leading infrastructure stack that powers on-premises environments and public clouds across the world.
  • VMware introduced new security offerings, including new VMware Advanced Security for Cloud Foundation, which will enable customers to replace legacy security solutions and deliver unified protection across private and public clouds.
  • Deutsche Telekom and VMware announced that they are collaborating on an open and intelligent virtual RAN platform, based on O-RAN standards, to bring agility to radio access networks (RANs) for both existing LTE and future 5G networks.
  • VMware launched VMware Partner Connect, the new, simplified and flexible program that empowers partners with flexibility to meet customers’ needs, making VMware technologies and services opportunities more accessible.


“In these unprecedented times, we delivered solid performance and strong execution in Q1 FY21,” said Pat Gelsinger, VMware CEO.

https://ir.vmware.com/download/companies/vmware/Presentations/Q1-21%20Earnings%20Slides.pdf


OneWeb looks to increase its constellation up to 48,000 satellites

OneWeb, which filed for Chapter 11 bankruptcy protection in March, is now asking the FCC for permission to increase the size of its planned constellation up to 48,000 LEO satellites.

OneWeb said a larger constellation will allow for greater flexibility to meet soaring global connectivity demands.

To date, OneWeb has successfully launched 74 satellites and developed a significant portion of its ground network.

In August 2019, OneWeb met the requirements of the International Telecommunications Union (ITU) and succeeded in bringing into use its global priority spectrum rights in the Ku- and Ka-band.

Adrian Steckel, CEO of OneWeb said: "We have always believed that LEO satellites must be part of converged broadband network strategies to enable forward-thinking governments and businesses to deliver much-needed reliable connectivity, create more pathways to 5G and connect to the IoT future everywhere on earth. This significant increase in the size of the OneWeb constellation enables long-term flexibility and ensures we will be ready for the demand, future growth, and technology changes to come."

OneWeb files for Chapter 11

OneWeb filed for Chapter 11 bankruptcy protection in a federal court in New York. The company said uncertainty due to the COVID-19 crisis derailed advanced negotiations might have fully funded the company through its deployment and commercial launch.

OneWeb said it intends to use these proceedings to pursue a sale of its business in order to maximize the value of the company.

So far, OneWeb has launched 74 satellites as part of its constellation, secured valuable global spectrum, begun development on a range of user terminals for a variety of customer markets, has half of its 44 ground stations completed or in development, and performed successful demonstrations of its system with broadband speeds in excess of 400 Mbps and latency of 32 ms. In addition, OneWeb’s commercial team has seen significant early global demand for OneWeb’s high-speed, low-latency connectivity services from governments and leaders in the automotive, maritime, enterprise, and aviation industries.

Adrian Steckel, Chief Executive Officer of OneWeb, stated, “OneWeb has been building a truly global communications network to provide high-speed low latency broadband everywhere. Our current situation is a consequence of the economic impact of the COVID-19 crisis. We remain convinced of the social and economic value of our mission to connect everyone everywhere. Today is a difficult day for us at OneWeb. So many people have dedicated so much energy, effort, and passion to this company and our mission. Our hope is that this process will allow us to carve a path forward that leads to the completion of our mission, building on the years of effort and the billions of invested capital. It is with a very heavy heart that we have been forced to reduce our workforce and enter the Chapter 11 process while the Company’s remaining employees are focused on responsibly managing our nascent constellation and working with the Court and investors.”

http://www.omniagentsolutions.com/onewebglobal

OneWeb prepares to launch its LEO constellation

OneWeb, which is planning to deploy a constellation of Low Earth Orbit satellites, secured $1.25 billion in new capital, enabling it to start mass production of satellites through its joint venture with Airbus. This round was led by SoftBank, Grupo Salinas, Qualcomm, and the Government of Rwanda. OneWeb has now raised to $3.4 billion to date.

OneWeb said it will now "embark on the largest satellite launch campaign in history." Satellites will be built at its new, state-of-the-art manufacturing facility in Exploration Park, Florida. The first launch occured on February 27th.  Starting in Q4, OneWeb will begin monthly launches of more than 30 satellites at a time, creating an initial constellation of 650 satellites to enable full global coverage. Further phases are planned.

"This latest funding round, our largest to date, makes OneWeb’s service inevitable and is a vote of confidence from our core investor base in our business model and the OneWeb value proposition," said Adrian Steckel, CEO of OneWeb. "With the recent successful launch of our first six satellites, near-completion of our innovative satellite manufacturing facility with our partner Airbus, progress towards fully securing our ITU priority spectrum position, and the signing of our first customer contracts, OneWeb is moving from the planning and development stage to deployment of our full constellation. Our success is made possible thanks to the backing of our investors and the cooperation of our world class commercial partners including Arianespace, Airbus, Qualcomm Technologies Inc., Virgin, and Hughes.”

Marvell posts sales of $694 million citing growth in data center and 5G

Marvell Technology Group reported quarterly revenue of $694 million, which exceeded the midpoint of the company's guidance provided on March 4, 2020. GAAP net loss for the first quarter of fiscal 2021 was $(113) million, or $(0.17) per diluted share. Non-GAAP net income for the first quarter of fiscal 2021 was $118 million, or $0.18 per diluted share. Cash flow from operations for the first quarter was $176 million.

"In a challenging environment, solid execution by the Marvell team drove strong first quarter financial results with disciplined operating expense management, healthy operating cash flow, and revenue above the mid-point of guidance, enabled by stronger demand for our networking products from the datacenter and 5G infrastructure end markets," said Matt Murphy, Marvell's President and CEO. "While we did experience some COVID-19 supply chain impacts on our storage business in the first quarter, we expect a bounce back in the second quarter and we project our networking business to continue to grow."

Marvell's second quarter guidance takes into account the U.S. Government's export restrictions on certain Chinese customers. Given the ongoing uncertainty associated with COVID-19 and related public health measures, we also have temporarily widened the guidance range on revenue.

Second Quarter of Fiscal 2021 Financial Outlook

  • Revenue is expected to be $720 million +/- 5%.
  • GAAP gross margin is expected to be approximately 50.6%.
  • GAAP diluted loss per share is expected to be $(0.10) to $(0.02) per share.
  • Non-GAAP diluted income per share is expected to be $0.17 to $0.23 per share.


Wednesday, May 27, 2020

Dell’Oro: Optical Transport Equipment sales for DCI up 13% in Q1

Sales of optical transport equipment used for data center interconnect (DCI) increased 13 percent year-over-year in 1Q 2020, according to a new report from Dell’Oro Group,. The top three vendors — Ciena, Cisco, and Infinera — with a combined share of over 70% benefited the most from the rising demand for data center connectivity.

“Data center interconnect continued to be an important application for optical transport equipment, especially in times like this,” said Jimmy Yu, Vice President at Dell’Oro Group. “While macroeconomic conditions will suffer this year due to the actions taken to contain the spread of COVID-19, we anticipate demand for data center connectivity will continue to rise as people rely more on cloud-based services,” added Yu.

Additional highlights from the 1Q 2020 Optical Transport Quarterly Report:

  • Spending on optical equipment for DCI was highest for metro spans in the quarter, outpacing the growth for DCI used in long haul spans.
  • Most companies purchasing DCI equipment use the highest available wavelength speeds, driving sharp demand for 400 Gbps wavelengths.
  • Cisco and Infinera, each gained 6 to 7 percentage points of data center interconnect market share in 1Q 2020 compared to 1Q 2019 as their customers buy more 600 Gbps-capable disaggregated WDM systems.

Canadian court rules extradition process can continue for Huawei exec

A Canadian court has ruled that the extradition process of Huawei CFO Meng Wanzhou to the United States to face fraud charges may continue. The question at hand was whether the case should be dismissed for failing to meet the criteria of "double criminality" -- whether the alleged activity also violates Canadian law.

In a press statement, Huawei expressed its disappointment and said it hoped Canada's judicial system would ultimately "prove Ms. Meng's innocence."

 Huawei's CFO is arrested in Canada, U.S. seeks extradition
Meng Wanzhou, the chief financial officer and deputy chairwoman of Huawei, was arrested in Vancouver, Canada on December 1st at the request of the U.S. government, which is seeking her extradition, according to multiple news sources. U.S. authorities reportedly are investigating violations of economic sanctions on Iran.

Meng Wanzhou (Sabrina Weng) is the daughter of Huawei founder Ren Zhengfei.


  • A biography on Huawei's website says Meng Wanzhou joined the company in 1993 and has previously held the positions of Director of the International Accounting Dept, CFO of Huawei Hong Kong, and President of the Accounting Mgmt Dept. She is credited with the founding of five shared service centers around the world, the completion of Huawei's Global Payment Center in Shenzhen, leading an eight-year partnership with IBM focused on Integrated Financial Services.