Tuesday, August 4, 2020

Keysight tests O-RAN with China's Cambridge Industries Group

Keysight Technologies announced inter-operability development testing (IODT) of O-RAN radio units (O-RUs) in collaboration with Cambridge Industries Group (CIG), a leading original design manufacturer (ODM), headquartered in Shanghai, China.

The testing was accomplished using CIG’s O-RU and Keysight’s Open RAN Studio, signal source and analyzer solutions to create an environment for 5G new radio (NR) modulation analysis. As a result, CIG and other vendors of O-RUs can accelerate design verification of products based on specifications set by the O-RAN Alliance. CIG is part of a network infrastructure ecosystem that is using O-RAN fronthaul interfaces to unlock the full potential of an open RAN architecture.

“We rely on partners such as Keysight to effectively develop and validate open RAN standards-based network elements, including small cells and O-RAN compliant radio and distributed units,” said Haibo Zhao, founder, chief technology officer (CTO) at CIG. “Working with Keysight, with cross-domain expertise, enables CIG to derive insights critical in the design and manufacturing of a flexible infrastructure that serves diverse use cases for consumers and vertical industries.”

“Together with key partners such as CIG, we are advancing the development of a disaggregated, virtualized network architecture based on O-RAN specifications,” said Giampaolo Tardioli, vice president of Keysight and general manager of Keysight's Network Access Group. “The future of pervasive wireless connectivity requires end-to-end performance verification of 5G network elements across multiple domains including, radio frequency (RF), mmWave and O-RAN protocol.”

Monday, August 3, 2020

Airtel picks Ribbon's Neptune for Packet Transport

Bharti Airtel will deploy Ribbon Communications' 5G-Native Neptune platform to enhance its mobile backhaul transport capabilities. Financial terms were not disclosed.

Ribbon's 5G-native Neptune solution will be deployed throughout Bharti Airtel's India network, providing high capacity, low latency and real time programmability. The Neptune platform enables a powerful, efficient multi-layer next-generation network solution for a seamless evolution to future 5G services. The platform will be controlled, managed and automated by Ribbon's cloud-native Muse system, which provides Airtel with an integrated machine-to-machine ecosystem for end-to-end automated service fulfillment and assurance as well as automated migration from the existing network to the modernized one. 

"Ribbon has been a trusted partner since 2004, and their proven track record gives us confidence that they will successfully manage this upgrade. This compact, robust IP/MPLS-Access solution from Ribbon will both serve our current needs and make the Airtel network 5G ready," said Randeep Sekhon, CTO, Bharti Airtel.

"5G will unleash a significant array of new applications and services that users around the world will benefit from," said Bruce McClelland, CEO of Ribbon Communications. "We are honored to have been selected by Bharti Airtel for this critical upgrade and look forward to further expanding our relationship while supporting their pioneering vision for the future."  

Analog Devices and Intel collaborate on 5G O-RAN platform

Analog Devices (ADI) is working with Intel to create a 5G O-RAN compliant radio platform.  

The new radio platform combines ADI’s radio frequency (RF) transceivers with the high performance and low power of Intel Arria 10 Field Programmable Gate Arrays (FPGAs). ADI’s software defined transceiver includes an innovative DFE capability.

“This new radio platform reduces the overall cost of design and quickens our customers’ time to market without sacrificing system-level performance,” said Joe Barry, Vice President of the Wireless Communications Business Unit at ADI. “By coupling ADI’s transceivers featuring advanced digital frontend (DFE) functionality with Intel’s leading FPGA technology, our customers’ solutions can achieve the high level of performance they require while increasing their flexibility to more efficiently resolve emerging network issues.”

“This collaboration between ADI and Intel enables the development of new radio solutions for 5G networks,” said CC Chong, Senior Director, Head of Wireless & Access, Programmable Solution Group at Intel. “We look forward to working with ADI to expedite hardware development by offering FPGA platforms that are flexible to meet changing requirements, are easy to use, and remove many of the complex barriers of RF and digital product development.”

Subsea cable planned for Chile-NZ-Australia route

Chile's Ministry of Transport & Telecommunications selected a subsea cable route across the South Pacific directly linking to New Zealand and Australia.

The proposed 13,180-km route, which was supported by the Japan Bank for International Cooperation and the Japan ICT Fund, would offer onward connections to Japan via existing subsea cables. It would also support the Trans Pacific Partnership (TPP) initiative.

A rival trans-Pacific cable proposal backed by Huawei and the government of China did not gain the support of the Chilean government.

https://asia.nikkei.com/Business/Telecommunication/Chile-picks-Japan-s-trans-Pacific-cable-route-in-snub-to-China

UK spectrum auction set for January 2021

Ofcom confirmed plans to auction 5G spectrum in January 2021. The auction will increase the total amount of spectrum available for mobile in the UK by nearly a fifth (18%).

Some mobile operators had argued for the spectrum to be allocated through an administrative process, instead of an open auction, in light of the coronavirus. However, Ofcom concludes that an open auction will be a more efficient means to make the spectrum available to mobile users without unnecessary delay.

Philip Marnick, Ofcom’s Spectrum Group Director, said: “Demand for getting online on the move is soaring, and the pandemic has only increased the importance of mobile services to people and businesses. Releasing these airwaves promptly will bring a much-needed capacity boost, helping mobile customers get a better service.”

Dell'Oro: Network equipment services market returning to growth

Following five consecutive years of market contraction, the network equipment services market is returning to growth, growing slightly in 2019 due to positive developments with Network Rollout Services and Consulting Service, according to the latest Dell'Oro Network Equipment Service Market advanced research report. This growth is offset by declines in Managed Services this year.

Some highlights:

  • Managed Services is expected to weigh on the market in the near term as vendors continue to exit contracts that are unprofitable and non-strategic.
  • Network Equipment Services are becoming more complex.
  • Following five years of dynamic share shifts, the top three vendors—Huawei, Ericsson, and Nokia—have held their market share for the past three years. Together these three vendors accounted for about 75 percent of the NE Services market in 2019.

http://www.delloro.com

Pekka Lundmark takes the helm at Nokia

Pekka Lundmark took over as Nokia’s President and CEO, replacing Rajeev Suri who served as CEO since 2014 and as CEO of Nokia Siemens Networks since 2009. Suri joined the company in 1995.

Lundmark previously was President and CEO of Fortum, a leading energy company based in Espoo, Finland,. Previously, he served as President and CEO of Konecranes, a global material-handling technology company, and from 1990-2000 held multiple executive positions at Nokia, including Vice President of Strategy and Business Development at Nokia Networks. Lundmark holds a Master of Science degree from Helsinki University of Technology. He will be based in Espoo, Finland.

Lundmark shared the following blog post: https://www.nokia.com/blog/the-nokia-i-want-to-lead/

MaxLinear completes acquisition of Intel's home gateway division

MaxLinear completed its previously announced acquisition of Intel’s Home Gateway Platform Division for $150 million in cash. MaxLinear funded the acquisition with proceeds from a $175 million term loan A facility, which was upsized from $140 million initially announced.

The Home Gateway Platform Division comprises Wi-Fi Access Points, Ethernet and Home Gateway SoC products deployed across operator and retail markets.

As an update to the original expectation, based on the improving strength in the business, MaxLinear now expects to initially add approximately $80 million to $90 million in quarterly revenue from the acquisition, in the first full quarter post close. The acquisition is expected to be accretive to MaxLinear’s non-GAAP earnings.

“First and foremost, we are excited to welcome a world-class engineering team which complements MaxLinear’s significant analog/RF mixed-signal capabilities with large scale SoC product, software, and comprehensive networking and signal-processing competencies spanning all our target markets. With the acquisition now complete, and the addition of WiFi, Ethernet, and Broadband Gateway Processor SoC technology assets to our portfolio, we will execute rapidly to expand our value proposition to our existing customers. These assets will not only drive scale, but also create tremendous new growth opportunities in broadband access, connectivity, power, and infrastructure markets,” said Kishore Seendripu, CEO of MaxLinear. “We are also encouraged by the strength in the broadband access business driven by the transformative work-from-home market dynamics, as well as the early adoption of the WiFi product.”

Indonesia's XL Axiata to deploy Ericsson Cloud Packet Core and NFVI

XL Axiata will deploy Ericsson's 5G-ready cloud core technology solutions in East Indonesia.

The deployment includes Ericsson Cloud Packet Core and Network Functions Virtualization Infrastructure (NFVI) solution.

Ericsson Cloud Packet Core, which includes applications such as Evolved Packet Gateway, allows for a distributed core network architecture to boost network performance in preparation for 5G.

Yessie D. Yosetya, Chief Technology Officer, XL Axiata, says: “Data consumption in Indonesia is growing rapidly and users are constantly looking out for cutting-edge technologies every day. By investing in advanced Cloud Packet Core solutions, we will be able to remain at the technology forefront and address the increasingly high demands of our tech-savvy customers. Ericsson is one of our key network partners and we are confident that this deployment will further enhance the quality of our network performance.”

Sunday, August 2, 2020

Perspective: Get your core (network) in shape during COVID-19

by Zoltan Varnai
Cloud Core Marketing Manager, Nokia

Some of you reading this blog may be doing so under lockdown, while working from home. Whether or not you are working is another matter, but regardless, you will be using data. In this current time, when so many people are staying indoors to prevent the spread of COVID-19 – replacing face-to-face meetings with virtual ones, going online to keep up-to-date with education, and to use streaming services for entertainment – is a common occurrence.

To stay sane and to normalize life as best as we can, it is more important than ever to remain connected with friends, family and colleagues. It is also important that we have access to strong and reliable connective networks, especially for essential workers who are bravely on the ‘front line’ of this health emergency. For instance, the heroic doctors, nurses and social workers that are actively fighting the virus need information promptly; they need to be ready for any situation. Information needs to be at their fingertips while they help a record influx of patients – I know because my sister is a doctor, and is often too busy to even take my phone calls. I proudly salute them all for the work they are doing every day.

This need for networks to meet growing demand is a challenge that operators are stepping up to. Around the world, they are ensuring that society can stay connected, companies can continue to work, and families can keep in touch. To address capacity and meet customer needs, many operators have suspended data caps, upgraded broadband speeds, changed call center opening hours, provided additional services for free and created new virtual services.

With so many changes in place designed to support the needs of our world today, there has been a drastic shift in network traffic profiles. As demonstrated by AT&T, demand is growing. The telecommunications giant reported up to 31% higher daily loading on its core network than the previous month, as well as a shift from urban to suburban and rural areas.

Focus on Maintaining Quality Services

As workload demands and needs grow and shift, maintaining uninterrupted, high-quality voice and data services is crucial. These specific factors have become the underpinning for most of the effort faced by network operators during this time.

Although there are several important components for an operator to address, it is crucial to focus on the mobile core network, which stands out in this instance as it quietly runs in the background to secure, authenticate and drive services delivered over networks. Meeting network demand means that the core network must be flexible and adaptable enough to accommodate where the demand is.
In a situation where the core is distributed across multiple regions, the connection between mobile core network elements must be adjusted to account for geographically-related demand. In modern day installations, artificial intelligence (AI) has become a great tool for operators looking to enable their optimization and monitoring needs, seamlessly. With AI-powered operations, it doesn’t matter whether operators have implemented traditional core networks or have already invested in flexible and scalable cloud-native core network architecture to adapt to the influx of network traffic.

Ensure a Strong Core

These unprecedented times have made operators adapt their core networks to accommodate an increase in network traffic much faster than most were expecting. Yet, as always, efficiency remains top-of-mind when determining new ways to use available core resources and support expansion. Once the core network is optimized and scaled, its health can be maintained through key initiatives set in place by network operators to measure network KPIs and provide insights into the network’s behavior to predict potential incidents.

Operators shouldn’t spend time worrying about the scalability, performance and reliability of their mobile core networks. Instead, they should focus on keeping their services functioning to the best of their ability to help their users and customers cope during this global crisis. It is more important than ever that connections – both personal and network-related – remain strong.

Zoltan Varnai works in the Nokia Software Core marketing team. His professional passion is marketing of the core network with a special focus on 5G core programming capabilities. His personal passion is drumming – giving bands clock-like pace.

MIT advances quantum information sharing between processors

Researchers at MIT are developing an on-off system that leverages "giant atoms" to enable high-fidelity operations and interconnection between processors.

A key challenge in quantum computing has been to communicate quantum information between distant parts of a processor.

In a paper published in the journal Nature, the MIT researchers constructed “giant artificial atoms” from superconducting quantum bits, or qubits, connected in a tunable configuration to a microwave transmission line, or waveguide.

“Coupling a qubit to a waveguide is usually quite bad for qubit operations, since doing so can significantly reduce the lifetime of the qubit,” says Bharath Kannan, MIT graduate fellow and first author of the paper. “However, the waveguide is necessary in order to release and route quantum information throughout the processor. Here, we’ve shown that it’s possible to preserve the coherence of the qubit even though it’s strongly coupled to a waveguide. We then have the ability to determine when we want to release the information stored in the qubit. We have shown how giant atoms can be used to turn the interaction with the waveguide on and off.”

http://news.mit.edu/2020/giant-atoms-quantum-processing-communication-0729

Digital Realty and Interxion see continued growth, 86% occupancy

Digital Realty reported Q2 revenues of $993 million, a 21% increase from the previous quarter and a 24% increase from the same quarter last year.  Net income was $76 million, and net income available to common stockholders of $54 million, or $0.20 per diluted share, compared to $0.90 per diluted share in the previous quarter and $0.15 per diluted share in the same quarter last year. Q2 adjusted EBITDA of $559 million, a 16% increase from the previous quarter and a 17% increase over the same quarter last year.

In Q2, Digital Realty signed total bookings expected to generate $144 million of annualized GAAP rental revenue, including a $12 million contribution from interconnection and an $18 million contribution from the combination with Interxion, which was completed on March 12, 2020.

Digital Realty also signed renewal leases representing $169 million of annualized GAAP rental revenue during the quarter. 
Rental rates on renewal leases signed during the second quarter of 2020 rolled down 2.8% on a cash basis and up 7.2% on a GAAP basis.

"I'm incredibly proud of the way the Digital Realty team has come together during the difficult circumstances of the past several months to maintain steadfast support for our customers around the world, prioritizing health and safety while maintaining service levels," said Digital Realty Chief Executive Officer A. William Stein.  "We continued to seed investments to support our customers' future growth across the Americas, APAC and EMEA, while delivering record current-period bookings, demonstrating the power of our global platform as well as the resiliency of our business.  Looking ahead, we are well positioned to continue to deliver sustainable growth for customers, shareholders and employees, into the second half of 2020 and beyond."

https://investor.digitalrealty.com/financials/quarterly-earnings/default.aspx



DISH picks VMware for 5G cloud-native O-RAN

DISH selected VMware's Telco Cloud solution for its 5G, cloud-native Open Radio Access Network (O-RAN).

VMware said its Telco Cloud will enable DISH to utilize software from leading vendors to optimize and accelerate its 5G network deployment. Additionally, it will provide DISH with enhanced automation, resiliency, security and flexibility. The VMware Telco Cloud provides an abstraction layer across multiple network domains and enables DISH to leverage hyper-scale public cloud capacity where needed, while maintaining core control points. The software-defined nature of the VMware Telco Cloud is part of the platform to support the DISH ecosystem of partners to accelerate 5G leadership in the U.S.

“VMware software will serve as a powerful foundation for our cloud-native, software-defined 5G network,” said Marc Rouanne, executive vice president and chief network officer, DISH. “By bringing together innovations such as the distributed cloud, edge computing and network slicing, this software will help us provide our customers with customizable, secure solutions that will be more cost-effective than legacy, vertically-integrated, hardware-reliant alternatives.”

“We’re excited to work with DISH to architect and build a state-of-the-art, nationwide cloud-first 5G mobile network platform,” said Shekar Ayyar, executive vice president and general manager, Telco and Edge Cloud Business Unit, VMware. “This software-led approach will enable DISH to innovate and deliver new services to all types of customers – enterprise, small business, and consumer – across the U.S.”

VMware certifies Network Functions Orchestration and Automation

VMware is expanding its Telco Cloud certification program to enable telco network functions partners to test the interoperability and readiness of their Virtual Network Functions (VNF) and Cloud-Native Network Functions (CNF) with the VMware Telco Cloud platform.

To date, more than 35 partners have received more than 170 certifications. The expanded program will offer two new certifications:

  • VMware Ready for Telco Cloud certifies network functions for deployment and lifecycle operations through VMware Telco Cloud Automation, a multi-cloud orchestration and automation platform. As part of this certification program, VMware collaborates with partners to create an ETSI-Compliant descriptor, as well as workflow, resource, and artifacts for a validated and tested Cloud Service Archive (CSAR). This level requires the partner to complete the VMware Ready for Telco Cloud Infrastructure certification as a pre-requisite.
  • VMware Ready for Telco Cloud Infrastructure, formerly known as VMware Ready for NFV, identifies telco network functions that interoperate with the core infrastructure layers of the VMware Telco Cloud, as referenced by the VMware ETSI-compliant vCloud NFV Reference Architecture. The focus of this certification level is on the virtualized infrastructure manager (VIM) based on VMware Cloud Director and VMware Integrated OpenStack and, shortly, CaaS (Container as a Service): VMware Tanzu Kubernetes Grid compatibility, as well as the compatibility with the platform’s core components: VMware vSphere for virtualized compute, VMware NSX for virtualized networking and VMware vSAN for virtualized storage. The program is available at no cost to VMware partners. Testing can be completed either in the VMware on-premise certification lab or in the cloud as a self-service model.
VMware said its expanded program enables partners to accelerate the onboarding and deployment of their 5G-ready services on the VMware Telco Cloud platform, thereby reducing communications service providers (CSPs) time to revenue. CSPs benefit from having access to advanced network functions and services, such as 5G Core components, that are ready to be deployed on the VMware Telco Cloud platform.

DISH takes over Boost Mobile and its 9.3 million subscribers

T-Mobile US completed its previously announced divestiture of Sprint’s prepaid wireless business to DISH Network Corporation, fulfilling a commitment that T-Mobile and Sprint made to the Department of Justice and to the Federal Communications Commission as part of their merger process.'

DISH paid $1.4 billion for the acquisition of Boost Mobile and its 9.3 million customers.

DISH said it will continue to invest in the Boost Mobile brand. John Swieringa, who serves as group president, retail wireless and COO, DISH, will lead Boost Mobile.

Additionally, the divested prepaid customers and new DISH wireless customers will have full access to the new T-Mobile network in a phased approach through a mobile virtual network operator (MVNO) arrangement, as well as through an infrastructure mobile network operator (MNO) arrangement enabling roaming in certain areas until DISH’s 5G network is built out. In connection with the closing of the DISH transaction, T-Mobile, Sprint and DISH entered into certain other ancillary agreements, including a spectrum purchase agreement.

DISH picks Fujitsu for 5G radios, Altiostar for virtualized RAN

DISH confirmed a large purchase of 5G radio units (RUs) from Fujitsu and a multi-year agreement with Altiostar to deliver a cloud-native Open vRAN software solution.

DISH, which is committed to use O-RAN architecture in its 5G network, will be utilizing Fujitsu's Low Band Tri-Band RU and Mid Band Dual-Band RU, both industry firsts for O-RAN radios, across the company's spectrum portfolio. In addition to radio units, Fujitsu will provide support through its integrated supply chain to deliver best-in-class radio and antenna integration. Additionally, Fujitsu will manage DU/RU hardware validation between vendors, including Altiostar and Mavenir, which are delivering cloud-native 5G radio software to DISH.

In addition, Altiostar's software solution, DISH will be able to dynamically scale its network depending on the type of applications and services being deployed.

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.”

Nokia now has 83 5G deals and a 27% RAN marketshare

Citing the effects of COVID-19 as well as a sharp decline in China, Nokia reported Q2 net sales of EUR 5.092 billion, down 11% from the EUR 5.694 billion a year earlier. However, Nokia reduced the volume of low margin services business, resulting in better-than-expected profitability and significant improvement in cash generation. There was a net profit of EUR 85 million, compoared with a loss of EUR 191 million a year ago.

  • Nokia's Optical business experienced COVID-19 supply constraints in Q2 but these are expected to ease in Q3
  • Nokia currently has 83 5G commercial deals and 32 live 5G networks
  • Nokia estimates its  4G+5G mobile radio market share at 27% excluding China
  • Nokia Enterprise confirmed 180 private 4G and 5G deals to date, an 18% yearly growth

Rajeev Suri, Nokia's outgoing CEO, states:


"At the start of the year, we said we would have a sharp focus on our Mobile Access business and improving cash generation. In both areas we continue to make good progress. Free cash flow in the quarter was positive €265 million, versus negative €1.0 billion one year ago, and Nokia ended Q2 with €1.6 billion of net cash, and €7.5 billion in total cash. Given our strong first-half improvement, we now expect free cash flow for full-year 2020 to be “clearly positive” compared to our earlier guidance of “positive”.

"In Mobile Access, we saw healthy improvements in our radio portfolio, where roadmaps are strengthening, costs are coming down, and product performance is rising. We have a particularly powerful portfolio in mid-band mobile radio, with proven products deployed with 55 customers, and the first live C-Band network demonstrated in the U.S. during the quarter. Pleasingly, our “5G Powered by ReefShark” shipments continue to increase and we believe we remain on track to reach 35% or better by year end. And, we now have 83 5G deals."

"Our continued momentum was demonstrated by the progress we announced after the quarter ended. These included the availability of a software upgrade that allows millions of Nokia 4G/LTE radios deployed to more than 350 customers to be migrated seamlessly to 5G; and plans to accelerate leadership in Open RAN. Nokia is the only global supplier fully committed to O-RAN with commercial 5G Cloud-RAN networks. We also announced an expansion of our IP routing business into the data center market and highlighted that Apple was deploying our technology at its data centers."

"This is my last quarterly announcement as CEO of Nokia and I want to close with a note of thanks: thanks to our shareholders, thanks to our customers, thanks to our many other stakeholders, and a particular thanks to the great employees of Nokia. You have constantly made me proud and I expect that you will continue to do so in the many years to come. Thank you all. It has been a pleasure and an honor."

Community Fibre to invest up to £400 million across London

Community Fibre Limited, which offers full-fibre residential and business broadband in London, announced plans to invest up to £400 million in an accelerated expansion of full-fibre broadband to one million households and businesses across London

Community Fibre also confirmed that funds advised by Warburg Pincus LLC and DTCP will acquire a majority stake in the company. Existing investors include Amber Infrastructure and RPMI Railpen. Financial terms were not disclosed.

Graeme Oxby, CEO of Community Fibre, said: "This is an exciting deal for Community Fibre. Having Warburg Pincus and DTCP on board is a tremendous endorsement for our business. In a post COVID-19 world, digital connectivity will be more crucial than ever. With further new investment, we can work faster than ever to deliver 100% full-fibre broadband to social housing residents and to local communities and their businesses across London."

On completion of the transaction, expected within a few weeks, Olaf Swantee will join Community Fibre as Executive Chairman. Olaf was formerly CEO of Sunrise Communications, the second largest telecoms provider in Switzerland and CEO of EE.

Olaf Swantee, Incoming Executive Chairman at Community Fibre, said: “I am excited to be joining a business in a sector that I am passionate about, where there is a clear vision and purpose. Working alongside blue chip investors such as Warburg Pincus, DTCP, Amber Infrastructure, and RPMI Railpen, will also open up new and exciting growth opportunities.”

https://communityfibre.co.uk/

Dell'Oro: Broadband access equipment spending to drop 7% in 2020

Global spending on broadband access equipment and CPE is expected to drop 7% in 2020, dipping to $11.4 B, before increasing 5% in 2021, according to a newly updated forecast from Dell'Oro Group. In January 2020 Dell'Oro forecasted a 5% decline in total revenue in 2020.

Some highlights:

  • Dell'Oro increased its five-year CAGR (2019-2024) from -2% from our January forecast to -0.9%. In response to the worldwide COVID-19 pandemic, new initiatives to improve broadband access are either underway or will be shortly. 
  • The five-year CAGR for PON equipment has been increased from 0% to just under 1%. China, which has historically accounted for anywhere from 65-80% of total PON spending, has peaked in terms of total ONT units consumed on an annual basis. The Chinese FTTH market has matured, with broadband penetration in the country reportedly nearing 80%. Though subscriber growth is slowing, there is still a tremendous installed base of subscribers that will continue to require new ONTs. This is especially the case beginning this year, when all three major operators begin purchasing 10 G units, based on either 10G EPON or the asymmetric XG-PON technologies. The 10 G upgrade cycle in China for ONTs will be extended over a longer period of time than the initial 1G EPON and 2.5 G GPON rollouts, as individual systems announce gigabit city initiatives.
  • The glut of DOCSIS channel capacity that helped push down cable equipment revenue in 2019 has actually been beneficial to operators this year as they have been able to address significant increases in both upstream and downstream traffic during the pandemic with minimal increases in spending. 

https://www.delloro.com/news/broadband-access-equipment-spending-to-drop-7-in-2020/\

Marvell appoints AT&T's Marachel Knight to its Board

Marvell announced the appointment of Marachel Knight, SVP of Engineering and Operations of AT&T to its board of directors.

Knight's background includes over 25 years of technology leadership positions within AT&T Labs, Technology Operations and Network Planning and Engineering. She received her master's degree in information networking from Carnegie Mellon University's Information Networking Institute, and holds a bachelor's degree in electrical engineering from Florida State University.

As Knight joins the Board of Directors, Oleg Khaykin, who has served as a director since May 2016, and Donna Morris, who joined the Marvell Board in 2018 and has recently taken on a new executive role as Chief People Officer for Walmart, did not stand for reelection at the recent Annual General Meeting of Shareholders.

"I would like to take the opportunity to welcome Marachel to the Marvell board and thank Oleg for his many years of service and pivotal role in the company's transformation journey, and Donna for her many contributions including her strong voice of the employee perspective." Murphy said. "I wish them both well in their future endeavors."

Thursday, July 30, 2020

Facebook reports 1.79 billion daily active users, up 12%

Facebook reported a significant increase in audience engagement as people around the globe sheltered at home during the COVID-19 pandemic during Q2.

Key metrics:

  • Facebook daily active users (DAUs) – DAUs were 1.79 billion on average for June 2020, an increase of 12% year-over-year.
  • Facebook monthly active users (MAUs) – MAUs were 2.70 billion as of June 30, 2020, an increase of 12% year-over-year.
  • Family daily active people (DAP) – DAP was 2.47 billion on average for June 2020, an increase of 15% year-over-year.
  • Family monthly active people (MAP) – MAP was 3.14 billion as of June 30, 2020, an increase of 14% year-over-year.
  • Capital expenditures – Capital expenditures, including principal payments on finance leases, were $3.36 billion for the second quarter of 2020. The company said full-year 2020 capital expenditures are now to be approximately $16 billion, at the high end of our prior $14-16 billion range, as we have resumed data center construction efforts earlier than expected.
  • Cash and cash equivalents and marketable securities – Cash and cash equivalents and marketable securities were $58.24 billion as of June 30, 2020. On July 7, 2020, we paid approximately $5.8 billion at the then–current exchange rate for our investment in Jio Platforms Limited.
  • Headcount – Headcount was 52,534 as of June 30, 2020, an increase of 32% year-over-year.

AWS hits Q2 sales of $10.8 billion, up 29%

AWS racked up $10.808 billion in Q2 revenue, up 29% compared to a year ago. Operating income for the division was $3.357 billion, up 58% compared to last year. AWS is now on an annual revenue run rate of $40.0 billion, representing a 12% share of Amazon's business.



https://ir.aboutamazon.com/quarterly-results/default.aspx

Google Cloud generates $3 billion in Q2, up 43%

Google Cloud services generated $3.007 billion in revenue in Q2, up 43% from $2.100 billion a year earlier.

"In the second quarter our total revenues were $38.3B, driven by gradual improvement in our ads business and strong growth in Google Cloud and Other Revenues,” said Ruth Porat, Chief Financial Officer of Alphabet and Google. “We continue to navigate through a difficult global economic environment.”