Thursday, November 5, 2020

VIAVI posts revenue of $284.7 million, sees growth year ahead

VIAVI reported net revenue of $284.7 million for its first fiscal quarter ended October 3, 2020, down from $299.8 million in the same period a year ago. First quarter of fiscal 2021 GAAP net income was $14.3 million, or $0.06 per share. Non-GAAP net income was $48.3 million, or $0.21 per share.

"Our OSP business segment delivered an all-time record quarterly revenue driven by strong demand in 3D Sensing and Anti-Counterfeiting products.  Together with a stabilizing demand environment in NSE and operating expense control, we achieved a non-GAAP EPS at $0.21 which exceeded both the guidance range and a year ago levels," said Oleg Khaykin, VIAVI's President and Chief Executive Officer. "We expect NSE revenue to continue recovering and strengthen sequentially driven by Field Instruments. OSP strength is expected to continue with modest pullback in 3D Sensing and Anti-Counterfeiting products, inline with fiscal Q2 seasonality."

Khaykin added, "The near-term macroeconomic uncertainty notwithstanding, we expect calendar 2021 to be a growth year driven by the secular demand for 5G Wireless, Fiber and 3D Sensing."

  • Americas, Asia-Pacific and EMEA customers represented 33.5%, 38.0% and 28.5%, respectively, of total net revenue for the quarter ended October 3, 2020.
  • As of October 3, 2020, the Company held $595.5 million in total cash, short-term restricted cash and investments.

Wednesday, November 4, 2020

DE-CIX in Frankfurt hits peak of 10 Tbps

DE-CIX in Frankfurt has set a new record for data throughput by reaching a peak of 10 Terabits per second shortly after 8 pm on November, 3, 2020. With more than 1000 connected customers, DE-CIX in Frankfurt maintains its position as one of the largest Internet Exchanges in the world.

At the beginning of March, DE-CIX Frankfurt broke through the 9 Tbps peak for the first time. 


DE-CIX is also reporting new peak throughput records for its exchanges in New York, Madrid, Marseille, Istanbul, and Dubai.

“Whether it’s for home-schooling, work-from-home, or private use, the global outbreak of the Covid-19 pandemic earlier in the year resulted in a meteoric rise in the use of digital applications – for streaming, chatting, or gaming. This year, there was also no slow-down in the summer months – quite the opposite! As a result of the coronavirus, digitalization has been boosted at all levels. We see in particular that large enterprises and listed corporations are currently adapting their interconnection strategies and are specifically seeking consultations and investigating the possibility of data exchange at and via Internet Exchanges like DE-CIX. With all eyes on the US election this week, a further impact on traffic has been felt around the world. It has already been made clear that the Internet can withstand massive loads – like those of a global lock-down. Now is the time to increase the quality of the Internet maximally, right through to the end user,” says Dr. Thomas King, CTO at DE-CIX.

INDIGO subsea cable to deploy Ciena’s GeoMesh Extreme

Ciena has been selected by SUB.CO and its Australian entity APX Partners to upgrade the INDIGO subsea cable system, which connects Sydney, Perth, Jakarta and Singapore.

The Indigo submarine cable network spans approximately 9,000 kilometers, has two fiber pairs, and features new spectrum-sharing technology that allows consortium members to independently upgrade their networks and increase capacity, as needed and on-demand. 

This upgrade will use Ciena’s GeoMesh Extreme, powered by WaveLogic 5 Extreme on the 6500 platform, to deliver 500 Gbps single-wavelength channels speeds across the submarine cable network. SUB.CO and APX Partners will leverage Ciena’s Hosted Manage, Control and Plan (MCP) software via Ciena Services. The deployment of the Hosted MCP Software-as-a-Service is a first in the Asia Pacific region. Ciena Services will also be used for site engineering, installation, testing and end-to-end project management.

“Looking to where the industry is heading SUB.CO is focused on building and operating hyperscale and software defined submarine cable capacity by fusing dedicated spectrum/fiber infrastructure ownership economics with optical platforms that will allow us to maximize spectral efficiency, yet be flexible in configuration for all our different customer demands. Deploying both Ciena’s latest coherent optical solution over a shared spectrum cable and its hosted network management software in the Southeast Asia region is a key piece of our long-term strategy,” states Bevan Slattery, CEO, SUB.CO and APX Partners.

INDIGO subsea cable is ready for service

The INDIGO subsea cable system, which connects Australia and Southeast Asia, is officially ready for use.

INDIGO features two-fibre pairs with a design capacity for up to 36 terabits per second. The cable system will utilise new spectrum sharing technology so each consortium member will have the ability to independently take advantage of technology advancements for future upgrades and capacity increases on demand.

INDIGO is backed by AARNet, Google, Indosat Ooredoo, Singtel, SubPartners and Telstra.

Qualcomm posts revenues of $6.5 billion, up 35% yoy

Qualcomm reported quarterly revenue of $8.3 billion, up 73% year-over-year, above the high end of prior guidance issued by the company. Non-GAAP revenues were $6.5 billion, up 35% year-over-year. Non-GAAP diluted EPS was $1.45, an increase of 86% year-over-year, above the high end of our prior guidance range.

“Our fiscal fourth quarter results demonstrate that our investments in 5G are coming to fruition and showing benefits in our licensing and product businesses,” said Steve Mollenkopf, CEO of Qualcomm Incorporated. “We concluded the year with exceptional fourth quarter results and are well positioned for growth in 2021 and beyond. As the pace of disruption in wireless technology accelerates, we will continue to drive growth and scale across our RF front-end, Automotive and IoT adjacencies.”

Some highlights:

  • MSM chip shipments: 162 million, an increase of 7% year-over-year, above the midpoint of the prior guidance range.
  • QCT revenues: $5.0 billion, an increase of 38% year-over-year, above the high end of the prior guidance range
  • QTL revenues: $1.5 billion, an increase of 30% year-over-year, above the high end of the prior guidance range.

Regarding the 5G environment, Qualcomm notes:

  • Over 400 operators investing in 5G and more than 110+ operators in almost 50 countries / territories have launched commercial 5G services- across both sub-6 and millimeter wave spectrum
  • 35+ operators offer 5G fixed wireless access or home broadband services
  • 148 5G phones commercially available (+56% vs June 2020) – 200 announced (+48% vs June 2020)
  • 222 5G devices commercially available (+64% vs June 2020) – 444 announced (+40% vs June 2020)
  • Release 16 completed, which expands 5G to new spectrum and services, working on Releases 17 and 18


Spectra7 Sets Sights on 56Gbps PAM4 NIC designs


Spectra7 Microsystem announced three new reference designs targeted at new server connectivity needs implementing 56Gbps PAM4 signaling on Ethernet Network Interface Cards (NICs). 

As servers adopt higher bandwidth ports that utilize 56Gbps PAM4 signaling, passive cables cannot serve all lengths needed. Instead of deploying optical interconnects that are much higher power and more costly, operators are looking to Active Copper Cables (ACCs) to serve this growing need. One example is Tencent who demonstrated a Spectra7 enabled ACC for server connectivity in September at China’s Open Data Center Committee (ODCC) conference. The 200Gbps demonstration showed a Spectra7 enabled ACC “splitter cable” connecting from a 200Gbps top-of-rack (ToR) switch port to 2 separate servers with 100Gbps NIC ports. The signaling in the cable was 56Gbps PAM4. This “splitter cable” architecture is being widely planned both in the US and in China for next generation deployments.

GCS-QSFP Reference Design

Server Connectivity Splitter Cable with 200Gbps QSFP56-CR4 form factor module at switch end and 2 QSFP56-CR2 form factor modules at server ends. A total of 4 GC2502 ICs are used in this reference design.

GCS-DSFP Reference Design

Server Connectivity Splitter Cable with 200Gbps QSFP56-CR4 form factor module at switch end and 2 DSFP-CR2 form factor modules at server ends. A total of 4 GC2502 ICs are used in this reference design.

GCS-SFP-DD Reference Design

Server Connectivity Splitter Cable with 200Gbps QSFP56-CR4 form factor module at switch end and 2 SFP-DD-CR2 form factor modules at server ends. A total of 4 GC2502 ICs are used in this reference design.

http://www.spectra7.com/pam4-referencedesigns

FCC fines T-Mobile $200 million for Lifeline violations at Sprint

The Federal Communications Commission’s Enforcement Bureau imposed a $200 million fine on T-Mobile in connection with Sprint's non-compliance with rules pertaining to waste, fraud, and abuse in the Lifeline program for low-income consumers.  

The payment is the largest fixed-amount settlement the FCC has ever secured to resolve an investigation. 


Prior to its merger with T-Mobile, Sprint was claiming monthly subsidies for serving approximately 885,000 Lifeline subscribers even though those subscribers were not using the service, in potential violation of the Commission’s “non-usage” rule.  The matter initially came to light as a result of an investigation by the Oregon Public Utility Commission.  In addition to paying a $200 million civil penalty, Sprint agreed to enter into a compliance plan to help ensure future adherence to the Commission’s rules for the Lifeline program.

The Lifeline program helps make phone and broadband service more affordable for low-income consumers.  Providers participating in the program receive a $9.25 monthly subsidy for most Lifeline subscribers, which they must pass along to consumers as a discount.  For most mobile Lifeline consumers served by Sprint and many other providers, the subsidy makes the service free to the consumer.

“Lifeline is key to our commitment to bringing digital opportunity to low-income Americans, and it is especially critical that we make the best use of taxpayer dollars for this vital program,” said Chairman Ajit Pai.  “I’m pleased that we were able to resolve this investigation in a manner that sends a strong message about the importance of complying with rules designed to prevent waste, fraud, and abuse in the Lifeline program.  In addition to the great work of our Enforcement Bureau team, I would like to thank the Oregon Public Utility Commission for its efforts in this case.  States play an important role in helping low-income consumers get access to affordable communications through Lifeline and making sure the program is run efficiently.” 

 

Zain Group cites impact of COVID-19 on telecom revenues

Zain Group reported consolidated revenue of KD 1.2 billion (USD 3.9 billion) for the first nine months of 2020, down 2% Y-o-Y, while consolidated EBITDA for the period reached KD 502 million (USD 1.6 billion), down 7% Y-o-Y, reflecting a healthy EBITDA margin of 42%. Consolidated net income amounted to KD 132 million (USD 429 million), reflecting a 14% Y-o-Y decrease. Earnings per share amounted to 30 fils (USD 0.10) for the nine-month period. For 9M 2020, foreign currency translation impact, predominantly due to the 14% currency devaluation in Sudan from an average of 46 at 9M 2019 to 53.7 at 9M 2020 (SDG / USD), cost the Group USD 78 million in revenue, USD 36 million in EBITDA and USD 9 million in net income. 

Zain highlighted e notable 68% Y-o-Y increase in net income at Zain Iraq and healthy 28% revenue growth in USD terms at Zain Sudan.   


Mr. Bader Nasser Al-Kharafi, Zain Vice-Chairman and Group CEO commented, “The telecom sector is not immune to the current pandemic facing the global community that will continue to play havoc across all aspects of socio-economic life for the foreseeable future. Nevertheless, we continue our resolve and commitment to ensuring meaningful connectivity and implementing more digitalization initiatives to better serve businesses, governments, and societies, aiming to lessen the impact of COVID19 on society.”

Operational review of key markets for the nine months ended 30 September, 2020

  • Kuwait: Maintaining its market leadership, Zain Group’s flagship operation saw its customer base serve 2.6 million. It remains the Group’s most profitable operation with revenue for 9M 2020 reaching KD 236 million (USD 770 million), EBITDA reaching KD 85 million (USD 277 million), representing an EBITDA margin of 36%. Net income reached KD 58 million (USD 189 million) for 9M 2020, with data revenue accounting for 39% of total revenue.
  • Saudi Arabia: For the 9M 2020, Zain KSA generated revenue of SAR 5.9 billion (USD 1.6 billion), EBITDA for the period reached SAR 2.6 billion (USD 695 million), reflecting an EBITDA margin of 45%. Net income for the nine months reached SAR 224 million (USD 60 million).  Data revenue represents 51% of total revenue and customers served stood at 7.0 million. 
  • Iraq: Zain Iraq’s 9M 2020 revenue reached USD 708 million and EBITDA amounted to USD 285 million, reflecting EBITDA margin of 40%. The operation reported an impressive net profit of USD 61 million for 9M 2020. The operator served 15.7 million customers maintaining its market leading position.
  • Sudan: For 9M 2020, Zain Sudan generated revenue of SDG 14.9 billion (USD 278 million), with EBITDA amounting to SDG 6.5 billion (USD 121 million), reflecting an EBITDA margin of 44%. Net income for the period reached SDG 1.9 billion (USD 36 million). Data revenue represented 25% of total revenue, while the operator’s customer base reached 16.0 million, maintaining its market leadership.
  • Jordan: For 9M 2020, Zain Jordan revenue reached USD 359 million, EBITDA reached USD 160 million, reflecting an EBITDA margin of 44%, with net income reaching USD 56 million. With the ongoing expansion of 4G services across the country, data revenue represented 46% of total revenue.  Zain Jordan served 3.5 million customers maintaining its market leading position.
  • Bahrain: Zain Bahrain generated revenue of USD 123 million for 9M 2020. EBITDA for the period amounted to USD 42 million, reflecting an EBITDA margin of 34%. Net income amounted to USD 10 million. 

Tuesday, November 3, 2020

O-RAN Alliance update and virtual demos

The O-RAN ALLIANCE, which was formed two years ago with a mission is to re-shape the industry towards more intelligent, open, virtualized and fully interoperable mobile networks, elected a new Board of Directors including the addition of 3 new operators: KDDI, Rakuten Mobile and Vodafone

The O-RAN ALLIANCE now represents 27 major carriers along with the support of over 200 additional vendors and academic contributors.

“In its first two years the O-RAN ALLIANCE has driven a tremendous pace in delivering new standards for open and intelligent RAN, and has helped facilitate implementations by releasing open software and supporting the integration and testing of concrete O-RAN implementations,” said Andre Fuetsch, Chairman of the O-RAN ALLIANCE and Chief Technology Officer of AT&T. “We welcome the new members of the O-RAN Board, and look forward to the continuing contributions from all O-RAN participants that will drive a global mobile network ecosystem based on openness, interoperability and intelligence.”

The O-RAN Alliance provided this update on its technical progress:

  • 20 O-RAN specifications released since June 2020, bringing its total number of specifications to 40 in 73 versions.
  • O-RAN specifications published in 2nd half of 2020 introduce the initial version of O2 interface general aspects and principles, the HW reference design for the indoor picocells in 7.2 and 8.0 split, as well as an end to end system testing framework.
  • Publishing the Criteria and Guidelines for the Open Testing and Integration Centres (OTIC) initiates the global platform for testing and integration of O-RAN based network equipment.
  • O-RAN has created a Security Task Group (STG) to investigate and address the security considerations of the O-RAN architecture. In its recent blog post, the STG tackles the security challenges on all O-RAN interfaces and components.

O-RAN Virtual Exhibition Provides Insights on Companies Progressing with their O-RAN Implementations -- https://www.virtualexhibition.o-ran.org/index.html

To substitute the canceled MWC Los Angeles 2020, O-RAN member companies present their recent demonstrations of O-RAN based equipment at the O-RAN Virtual Exhibition. 23 new demonstrations of O-RAN Open and Intelligent solutions have been added:

IPLOOK demonstrates an End-to-end 5G SA/NSA open mobile core network. This demo showcases the highly scalable End-to-end 3G/4G/5G converged mobile core solution based on COTS and Cloud for MNOs, MVNOs, WISPs and Private Networks in order to reduce TCO and grow revenue.

Airspan demonstrates its 5G virtual end-to-end massive MIMO Open RAN based solution OpenRANGE. It includes: O-RAN Open Fronthaul based Massive MIMO O-RU, cloud native containerized vDU and vCU x86 based protocol stack and Airspan’s Service Management and Orchestration (SMO) framework.

Juniper Networks demonstrates 5G Network Slicing across Telco Cloud and Transport Network domains, which can be used for O-RAN xHaul slicing. The demo showcases network slices created by domain specific Juniper controllers – Contrail and Northstar – and explains how Network Slicing works to deliver service guarantees for 5G applications.

ArrayComm presents two demonstrations:

  1. an end to end 5G solution based on NXP BonnyRigg, which proves the possibility of small cell solution on new platform.
  2. an end to end 5G solution based on NXP LX2160A + Xilinx FPGA ZU21DR. It provides higher throughput performance and is ready for commercial deployment.

Comba Telecom demonstrates Open RAN Multi-band Remote Radio Unit with advanced technology that maintains low level of power consumption and better receiver sensitivity. The small form factor and improved Mean Time Before Failure performance contributes to installation and maintenance cost saving. These features facilitate fronthaul integration with O-DU partners.

Xilinx presents two demonstrations:

  1. Virtual BBU, O-DU and O-CU FPGA-based HW acceleration in the Edge Cloud based on Xilinx T1 Telco Accelerator cards, which transform a standard server into a virtual baseband unit (O-DU) with the performance, low latency, and power efficiency required for O-RAN 5G deployments. Xilinx T1 cards further implement O-RAN MCUS planes protocols for the Open Front Haul interface.
  2. O-RAN massive MIMO radio unit reference design based on Xilinx RFSoC devices incorporating GSPS integrated ADC/DACs (direct RF sampling transceiver architecture), 32TRX and 64TRX configurations, DFE, high EIRP and high TRP aligned with the requirements stated in OMAC HAR.

Calnex demonstrates precision timing and sync is a key technical challenge and standards bodies have been working on specifications. This demo showcases the methodology for conformance testing of timing for Fronthaul and O-RAN that will enable successful deployment of the new standards and technologies.

NTT DOCOMO, Fujitsu, NEC and Samsung present multi-vendor IOT with O-RAN’s Open Fronthaul and X2. It includes 5G NSA by multi-vendor RAN with NR on sub 6GHz and mmWave, which is already live in NTT DOCOMO’s commercial network. It also includes a pre-commercial realization of Fronthaul Multiplexer (FHM) and NR sub 6GHz inter-band Carrier Aggregation.

Baicells, QCT and Wind River demonstrate the E2E outdoor micro cell solution based on Open Fronthaul and Open Cloud platform. In addition, the co-platform for both O-CU/O-DU and 5GC are tested with commercial UEs to showcase the MU-MIMO peak throughput with Outdoor micro AAU.

VIAVI presents 3 demonstrations:

(1) the TM500 O-RU tester, which covers a wide range of test capabilities, addressing the conformance, interoperability and performance test needs for NEMs and Service providers.

(2) its TM500 O-RU Emulator to test the interoperability and interworking of the O-RAN O-DU. Including full bandwidth testing of CU plane with multi-UE traffic while monitoring signal quality for different bandwidth.

(3) end-to-end 5G NSA performance system testing across multiple O-RAN components from multiple vendors. Providing performance and interoperability validation with integrated test automation across a full O-RAN multi-vendor network with the TM500 Network Tester.

Keysight presents 7 demonstrations:

  1. a virtualized RU Simulator that runs on commercial hardware to test O-DUs/O-CUs. This helps accelerate the development/manufacturing, Operator, and OTIC Labs to accelerate O-RAN development and testing.
  2. a RIC tester that is built as a microservice and can be deployed on private/public cloud environments. This verifies the E2 interface as well as the ability for RIC to respond to KPM reports from simulated O-DUs and O-CUs.
  3. 5G SA O-RAN network end-to-end performance verification. MNOs can now evaluate the performance of a multi-vendor RAN.
  4. automated O-RAN Test Solution for O-RUs. This test suite enables NEM development/manufacturing, Operator, and OTIC Labs to accelerate O-RU conformance testing.
  5. xhaul transport Network validation solution using IxNetwork. It enables transport device vendors and operators to benchmark forwarding performance and total delay budget of time sensitive fronthaul network
  6. IxNetwork TSN test solution for time sensitive fronthaul network. This test enables transport devices vendors and operators to validate frame preemption capability of transport devices, ensuring end-to-end latency of the express radio traffic.
  7. IxNetwork Segment Routing test solution for xHaul transport. This test enables transport devices vendors and operator to validate transport network slicing infrastructure supporting differentiated 5G services.

AT&T, VIAVI, Samsung and Nokia demonstrate an end-to-end traffic steering use case based on a number of open source components namely, near-RT RIC platform, Traffic steering xApp, KPI monitoring xApp and a RAN Simulator.

NEC demonstrates its 5G base station equipment with open fronthaul interfaces, ie, Open Radio Units (O-RU) for macrocells that support the 3.7GHz and 4.5GHz bands, as well as Open Fronthaul Multiplexers (FHM) for 5G.

Ericsson demonstrates how the SMO performs automated management of RAN xNFs (any Network Function) through O1 interface. It also demonstrates how OSC (O-RAN Software Community) A1 Controller function supports QoE (Quality of Experience) refinement in RAN through the use of A1 policies.

https://www.o-ran.org/

Celona raises $30 million for private LTE/5G

Celona recently closed a $30 million Series B round of funding backing its LTE/5G enterprise networking solutions.

Celona is developing its solution that fully automates the deployment and operations of private LTE/5G wireless networks within the enterprise. Celona said its AI-ops based architecture enables the integration of cellular wireless functions with existing enterprise IT and cloud infrastructure as an overlay. 

The round was led by NTTVC and Qualcomm Ventures LLC with participation from Celona’s initial investors: Lightspeed Venture Partners, Norwest Venture Partners and Cervin Ventures. The company has raised $40 million to date.

“Our goal at Celona is to usher in a new era of enterprise services and applications leveraging 5G and give enterprises their own private mobile networks,” said Rajeev Shah, CEO and co-founder, Celona. “Our collaboration with NTTVC and Qualcomm Ventures validates our view that making 5G technology fully accessible to the enterprise will have a transformational impact on the future of networking.”

“As new cellular spectrum for private mobile networks is being made available around the world, we are excited to partner with Celona’s founding team to accelerate adoption of 5G for enterprises and operators,” said Vab Goel, founding partner at NTTVC. “With Celona, enterprises can deploy a mobile-first network, enabling new, real-time applications powering the future of enterprise connectivity.”  

https://www.celona.io/

Alaska Comm. Sys to be acquired for $300m

Alaska Communications Systems Group (NASDAQ: ALSK) will be acquired by an affiliate of Macquarie and GCM Grosvenor (through its Labor Impact Fund) in an all cash transaction valued at approximately $300 million, including debt. 

Under the deal, all the outstanding shares of Alaska Communications common stock will be acquired for $3.00 per share in cash, representing a premium of approximately 57% over the closing per share price of $1.91 on November 2, 2020, the last trading day prior to the date the merger agreement was executed.

David W. Karp, Chairman of the Alaska Communications Board of Directors, said, "After carefully evaluating Macquarie Capital’s and GCM’s offer, we are confident that this transaction is in the best interest of Alaska Communications and its stockholders. Macquarie Capital has a proven track record of delivering large and complex transactions globally on accelerated timelines, and GCM’s Labor Impact Fund provides strategy driven capital that we expect will generate real value for our customers and the Alaska Communications workforce."

Bill Bishop, President and Chief Executive Officer of Alaska Communications, stated, "GCM’s Labor Impact Fund provides strategic value to our business both through its experience in the telecommunications sector and in fostering partnerships with a unionized workforce. We firmly believe this transaction will allow us to enhance our expanded fiber network services and drive long-term value for our customers in Alaska and the Lower 48."


StackPath picks CommScope to expand edge cloud capacity

StackPath has selected CommScope to support the expansion of its cloud capacity across twelve global sites. 

StackPath, which is based in Dallas, offers an edge computing platform. 

CommScope’s Professional Services team will manage the upgrade of StackPath’s data centers—including the installation of new switches, power distribution units and network cabling, as well as the decommissioning of equipment, asset tagging and recovery, bespoke packaging, logistics, and warehousing in preparation for future redeployment.  The initial projects are scheduled for completion in Q4 2020, with further growth planned into 2021.

“StackPath is experiencing tremendous demand for our edge computing platform, and we tapped CommScope to lead the build out of our data centers around the world to stay ahead of that demand,” said Paul Drew, vice president, Infrastructure & IT, StackPath. “CommScope offers unique, global expertise in large-scale data center deployments, and we’ll be working hand-in-hand with them in a number of key areas to prepare our network for tomorrow’s hyperscale opportunities.”

“CommScope’s Professional Services team offers leading cloud operators like StackPath the complete set of tools and expertise to expand cloud capacity on a global scale,” said Rich Soucie, vice president, Hyperscale and Cloud Services, CommScope. “We act as an extension of their network, allowing them to scale capacity quickly and simultaneously across multiple markets all over the globe.”

Monday, November 2, 2020

DISH adds Intel as a 5G infrastructure partner

 DISH will integrate Intel 5G infrastructure technology into its forthcoming virtualized, open Radio Access Network (O-RAN) 5G network deployment. Specifically, DISH has selected the Intel Xeon Scalable Processor, the Intel Ethernet 800 Series network adapter, the Intel vRAN Dedicated Accelerator ACC100 and Intel's FlexRAN software reference architecture for its deployments.

The companies are collaborating on the fully virtualized RAN, including radio reference designs, fronthaul optimization, hardware-based security, and blueprints for servers. The two companies are also collaborating to enable edge applications for enterprises and driving O-RAN standards, and are cooperating in the areas of data optimization and Machine Learning for future phases of the network buildout. 

"Intel has been a trusted advisor throughout the design of our O-RAN network, working in concert with our software vendors Mavenir, Altiostar, and many OEM hardware providers. We have tested several commercial off-the-shelf (COTS) designs from a large number of server vendors using Intel's O-RAN compliant FlexRAN architecture and are pleased by the maturity and power of the solutions, together with the cost benefits of COTS solutions," said Marc Rouanne, executive vice president and chief network officer, DISH. "We are using the power of the VMware abstraction solution and the ubiquity of Intel-based servers to load and mix different types of cloud-native workloads like distributed unit (DU), centralized unit (CU), virtual routers, mobile edge computing applications, and 5G Core containerized network functions."

"Fully-virtualized, cloud-native networks like the one DISH is building bring the same server economics that transformed the data center," said Dan Rodriguez, Intel corporate vice president and general manager of the Network Platforms Group. "We are excited to partner with DISH to lay the foundation for a truly agile network and have already begun working with our OEM partners who have designed FlexRAN-based servers to enable a variety of new innovative use cases and services."

http://www.newsroom.intel.com

ISH selects Blue Planet automation software for its 5G network

 DISH selected inventory and service order management software from Ciena's Blue Planet division to automate its 5G network.Blue Planet's software automation delivers real-time management of all inventory, enabling on-demand provisioning and faster rollout of customer network slices. “Blue Planet is a key component within our 5G platform, allowing us to dynamically manage all of our network inventory and service orders in real-time,” said...

DISH picks Nokia for cloud-native, 5G standalone core

DISH Network selected Nokia’s cloud-native, standalone Core software products to help it build the most advanced, disruptive, fully-automated, cloud-native 5G network in the U.S..The deal, which follows months of joint testing, includes subscriber data management, device management, packet core, voice and data core, as well as integration services. Nokia will also deliver additional cloud-native products that will provide 4G, 5G standalone and Voice...

VMware introduced its 5G Telco Cloud Platform, featuring Tanzu Kubernetes Grid - an embedded Kubernetes distribution - that will allow Communication Service Providers (CSPs) to reliably build, manage and run containerized workloads across private, telco, edge and public clouds. VMware said its new solution provides a cloud-first network architecture to accelerate 5G and edge innovation while delivering service agility, operational consistency and...

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...

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,...

DISH picks Fujitsu for 5G radio units and 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...


Vantage Data Centers opens data center campus near Frankfurt

Vantage Data Centers inaugurated its first 15MW data center in Germany along with partners Energieversorgung Offenbach (EVO) and DataCenter-Group (DCG). 

The campus, located in Offenbach, will house three multi-story data centers totaling 55MW of critical IT capacity and 650,000 square feet (60,000 square meters) when fully developed. The opening of the Frankfurt campus is a key milestone in Vantage’s strategy to expand across Europe.

"The development of this campus in one of the most sought-after markets in Europe is the first milestone in our USD $2 billion European expansion strategy,” said Antoine Boniface, president, Vantage Europe. “Many of our customers need to be in Europe for a variety of reasons, whether it’s to reduce latency or to comply with local privacy laws. Offenbach is an ideal location, located within one kilometer of the main peering points and just 15 minutes from Frankfurt’s international airport."

The Frankfurt campus was part of the acquisition of Etix Everywhere in February 2020, which Vantage announced along with greenfield developments in Berlin, Milan, Warsaw and Zurich.

Vantage Data Centers gains strategic backing from Colony Capital

Vantage Data Centers announced a strategic partnership valued at $3.5 billion to accelerate the expansion of its wholesale data centers throughout North America and Europe.

Specifically, the Colony-led investor group will invest $1.2 billion in Vantage’s diversified portfolio, including 12 stabilized North American data centers, which span more than 1.4 million gross square feet and 150MW of IT capacity across key strategic markets in Santa Clara, California; Quincy, Washington; Montreal and Quebec City, Canada.

Vantage’s management team, led by Sureel Choksi, president and CEO, will continue to manage and operate these assets as part of its global data center footprint. Vantage will maintain the same level of superior service to its valued customers in each market, while simultaneously developing and operating additional data centers throughout North America and Europe. The capital provided by this transaction will support Vantage’s strategy to expand and enhance its global footprint.

http://www.vantage-dc.com


Vantage Data Centers to acquire data center campus in Wales

Vantage Data Centers  signed a definitive agreement with InfraVia Capital Partners, along with the two founders of the business, to acquire Next Generation Data (NGD), which operates a data center campus located on 50-acres in the Cardiff Capital Region in South Wales, UK.

The existing NGD data center campus is a Tier III 180MW facility, including an existing 72MW capacity and 108MW of expansion capacity. It uses 100% renewable energy and is rich in fiber delivered by many Tier 1 service providers. Latency between Wales and London is less than 1.5 milliseconds. In addition, NGD Cloud Gateway provides multiple access services, including Express Route and Connect, and NGD recently became a new hosting facility for LINX Wales. The highly secure site meets the U.K. government’s highest standards, and is one of many reasons that multiple blue-chip, high growth companies currently house their IT infrastructure within NGD’s 750,000 square foot facility.

Upon closing, Wales will mark Vantage’s sixth strategic market in Europe following its entrance into five markets (Berlin, Frankfurt, Milan, Warsaw and Zurich) announced in February 2020, including the acquisition of Etix Everywhere.

The transaction will be funded with equity commitments from Digital Colony Partners and other investors in Vantage, as well as acquisition debt financing.

Vantage Data Centers launch $2 billion European expansion strategy

Vantage Data Centers has launched a $2 billion expansion into Europe with the aim of establishing itself in the hyperscale market.

As part of its expansion strategy, Vantage has acquired Etix Everywhere, which has 50MW of built data center capacity across its footprint and is building a 55MW hyperscale data center campus in Frankfurt, Germany. Financial terms were not disclosed. In conjunction with the Etix acquisition, Antoine Boniface, former CEO of Etix, has joined the Vantage executive team to serve as president, Europe.

In addition, Vantage Europe has secured land and is planning to develop hyperscale data center campuses in Berlin, Milan, Warsaw and Zurich. The facilities, which are currently underway, are in the following European markets:

  • Berlin: 64MW campus on 13 acres (5 hectares)
  • Milan: 32MW campus on 17 acres (7 hectares)
  • Warsaw: 64MW campus 12 acres (5 hectares)
  • Zurich: 40MW campus on 7 acres (3 hectares)
Vantage said intends to invest USD $2 billion in its planned European expansion, including more than USD $800 million in new equity capital provided by Vantage’s current investors and a new commitment from Digital Colony Partners.

Arista debuts 750 Series campus switches

Arista Networks announced its 750 Series systems within its Cognitive Campus portfolio, the first 100G ready. The introduction includes high-density 1G to 10G modular PoE (Power over Ethernet) switches, built for security, modern IoT and real-time telemetry and the 720 Series 96 port.

The Arista 750 Series and 720 Series 96 port switches are shipping in Q4 2020.

CCS 750 Series Highlights

  • First modular campus systems with 100G uplinks for a total of 400G of capacity
  • High-density 1G to 10G and 90W PoE
  • 5-slot system supports up to 240 ports with 5 line cards in 7 rack units
  • 8-slot model allows up to 384 ports with 8 line cards in 10 RU

CCS 720 Series 96 port Highlights

  • Delivers higher capacity than fixed 1U systems
  • 96 mGig ports with 60W PoE
  • 25G and 100G uplinks for simpler deployments in modern campuses


NeoPhotonics: 400G and up sales rise 91% yoy excluding Huawei

NeoPhotonics reported Q3 revenue was $102.4 million, down 1% sequentially and up 11% year-over-year. Gross margin was 23.8%, down from 32.5% in the prior quarter and from 28.4% in the prior year. Non-GAAP diluted net income per share was $0.11, in comparison to $0.16 in the prior quarter and to $0.11 in the same period last year.

“We are pleased to report another strong, non-GAAP profitable quarter, driven by our highest speed products. We took decisive actions to better align our capacity and production infrastructure with expected demand levels without relying on future revenue contributions from Huawei, resulting in a restructuring charge of approximately $9.4 million in this quarter. Excluding Huawei, our products for 400G and above applications grew 91% year to date, and were 44% of Q3 revenue,” said Tim Jenks, NeoPhotonics CEO. “Going forward we believe we will rapidly grow the business excluding Huawei by supporting the highest speed over distance solutions at 400G and above for telecom equipment providers, and expand our business by ramping our 400ZR and 400ZR+ coherent modules to Cloud and hyper-scale customers starting in 2021,” concluded Mr. Jenks.

http://www.neophotonics.com



Arista posts Q3 revenue of $605 million, down 7.5% yoy

Arista Networks reported Q3 revenue of $605.4 million, an increase of 12.0% compared to the second quarter of 2020, and a decrease of 7.5% from the third quarter of 2019. GAAP gross margin was 63.6%, compared to GAAP gross margin of 63.7% in the second quarter of 2020 and 63.8% in the third quarter of 2019. Non-GAAP net income was $192.0 million, or $2.42 per diluted share, compared to non-GAAP net income of $217.1 million, or $2.69 per diluted share in the third quarter of 2019.

“Our customers are validating our traction as we migrate from legacy to cognitive client to cloud deployments with a cumulative of 40 million cloud networking ports shipped by Q3 2020. Despite some COVID-19 turbulence, we believe Arista will only emerge stronger,” stated Jayshree Ullal, President and CEO of Arista Networks.

Commenting on the company’s financial results, Ita Brennan, Arista’s CFO said, “We saw continued improvement in underlying business trends in the quarter, with the Arista team working diligently with customers, supply chain and other partners to navigate the new COVID-19 operating environment.”




Ericsson completes Cradlepoint acquisition

Ericsson completed its previously-announced acquisition of Cradlepoint for approximately US$1 billion.

Cradlepoint will operate as a stand-alone subsidiary within Ericsson and continue to build on the current market momentum as 5G is speeding up digital transformation and increasing the need for advanced connectivity services for enterprises. Cradlepoint will be part of Ericsson’s Business Area Technologies & New Businesses.


Ericsson acquires Cradlepoint for $1.1 billion

Ericsson has acquired privately-held Cradlepoint, a provider of Wireless Edge WAN 4G and 5G Enterprise solutions, for US$1.1 billion.

Cradlepoint operates a subscription-based cloud platform that uses wireless edge routers designed to connect fixed and mobile sites, vehicles, field forces, and loT devices over LTE and 5G. The service hepls enterprises connect branch, mobile and IoT endpoints on one WAN. Cradlepoint, which is based in Boise, Idaho, will become a fully owned subsidiary of Ericsson while continuing to operate under its existing brand and be part of Ericsson’s Business Area Technologies & New Businesses. Cradlepoint currently has more than 650 employees. The company was founded in 2006.  In addition to its headquarters in Boise, the company operates a research and development center in Silicon Valley, California, and new market offices in the United Kingdom and Australia.

Ericsson said the acquisition advances its ongoing mission to capture market share in the rapidly expanding 5G Enterprise space. Cradlepoint complements Ericsson’s existing 5G Enterprise portfolio which includes Dedicated Networks and a global IoT platform.

Cradlepoint’s sales for 2019 were SEK 1.2 b. with a gross margin of 61%. Ericsson’s operating margins are expected to be negatively impacted by approximately 1% in 2021 and 2022 - where half is related to amortization of intangible assets which arise from the acquisition. Cradlepoint is expected to contribute to operating cash-flow starting in 2022. Ericsson’s 2022 group financial targets remain unchanged. 

Oracle debuts cloud-based customer experience management

Oracle introduced a cloud-based customer experience (CX) management solution for the communications industry. 

Oracle Digital Experience for Communications, which runs on Oracle Cloud Infrastructure, is a suite of industry-specific applications that capture and analyze customer-interaction data from front and back-office operations. 

"While every industry is unique, there is a common challenge facing all organizations: the need to unify data to address rapidly changing customer expectations," said Rob Tarkoff, executive vice president and general manager, Oracle Cloud CX and Data Cloud. "To help the communications industry solve its toughest customer challenges, we have brought together our CX and industry expertise to develop Digital Experience for Communications. This isn't a wrapper on CRM; this is a new solution that has been developed based on extensive customer feedback."

Key functions:

  • Launch: gives service providers a 360-degree customer dashboard and simple business user tools to quickly create and launch more relevant products and promotions without IT assistance. 
  • Care: offers natural language processing and digital engagement tools, as a smart agent desktop and guided workflows. With these features, customers can find answers faster on their own and service agents have the intelligence and context needed to resolve issues faster.  
  • Buying: delivers data-driven recommendations so service providers can provide more personalized omnichannel commerce experiences. For example, if a customer does not take advantage of their land (home) line but continually go over their mobile minute limits, the module can suggest that sales agents offer the option of dropping the home line, increasing mobile minutes, and trying a new entertainment package free for three months. 

The Launch and Care modules are available today, with the Buying application available within the next 12 months.

https://www.oracle.com/news/announcement/oracle-helps-communications-industry-110220.html

 

ADTRAN posts Q3 revenue of $133.1 million, up 16.7% yoy

ADTRAN reported Q3 revenue of $133.1 million, up 16.7% from the same period a year ago. Non-GAAP net income was $7.9 million and non-GAAP earnings per share, assuming dilution, was $0.16 per share. 

ADTRAN Chairman and Chief Executive Officer Tom Stanton stated, “We had a solid quarter with outstanding customer traction, securing 38 new service provider customers, ranging from global Tier-1 operators to electric co-operatives and utilities, municipalities, cable MSOs and regional broadband providers. We are also making great progress with the Tier 1 fiber access projects we announced earlier this year and we continue to have very strong momentum on new customer acquisition across a broad base of market segments. We continue to introduce new fiber access and software innovations that have been well timed as we enter the early stages of a generational communications infrastructure network upgrade cycle driven by confluence of favorable government, regulatory, technology and competitive factors.”

ADTRAN also announced that its Board of Directors declared a cash dividend for the third quarter of 2020. The quarterly cash dividend of $0.09 per common share is to be paid to the company’s stockholders of record as of the close of business on November 17, 2020. 

AT&T sells Puerto Rico operations to Liberty Latin America


AT&T completed the sale of its wireless and wireline operations in Puerto Rico and the U.S. Virgin Islands to Liberty Latin America for $1.95 billion in cash. The transaction includes employees; network assets and spectrum; real estate and leases; customers, including more than 1 million wireless subscribers; and contracts.

AT&T will retain DIRECTV and certain global business customer relationships and FirstNet responsibilities and relationships.

AT&T said it continues to pursue additional non-core asset monetization opportunities.