Tuesday, January 31, 2012

JDSU Beats Guidance -- Revenue of $412.8 million

JDSU reported quarterly revenue of $412.8 million and net loss was $(10.2) million, or $(0.04) per share. This compares to net revenue of $420.8 million and net loss of $(5.8) million, or $(0.03) per share for the prior quarter, and net revenue of $473.5 million and net income of $23.6 million, or $0.10 per share for the same period a year earlier.


“Our fiscal second quarter financial results surpassed our expectations. The outstanding efforts of our team and our manufacturing partner in Thailand coupled with our continued focus on expense control resulted in revenue and operating income that exceeded our guidance. Our balance sheet remains strong and we generated over $45 million of cash from operations during the quarter,�? said Tom Waechter, JDSU’s President and Chief Executive Officer. “Looking ahead, we are pleased with the improving demand for our products, as evidenced by a book to bill of greater than one in each of our business segments, although we expect macro-economic conditions to cause margin pressure in the near-term.�?


Some notes:


Communications Test and Measurement revenue of $196.2 million increased by 5.9% compared to the prior quarter and decreased 15.2% compared to the second quarter of fiscal 2011. Revenue from this segment represented 47.5% of total net revenue.


Communications and Commercial Optical Products revenue of $163.2 million decreased 9.5% compared to the prior quarter and decreased 14.6% compared to the second quarter of fiscal 2011. Revenue from this segment represented 39.5% of total net revenue.


Advanced Optical Technologies revenue of $53.7 million decreased 3.4% compared to the prior quarter and decreased 1.8% compared to the second quarter of fiscal 2011. Revenue from this segment represented 13.0% of total net revenue.


Americas’ customers represented 51% of total net revenue for the quarter. EMEA and Asia-Pacific customers represented 24% and 25%, respectively, of total net revenue.
http://www.jdsu.com

eircom Seeks Investors or Buyer

The board of directors of eircom has retained Morgan Stanley & Co International to seek a buyer or new investors in the company, Discussions are also underway with bondholders regarding options for the balance sheet remediation process.http://pressroom.eircom.net/
  • In December 2011, a proposal from Singapore's ST Telemedia (STT) for investment in eircom was rejected by a majority of the First Lien lenders in eircom.

Facebook Connects 483 million Users per Day -- 48% YoY Growth

In an SEC filing for its expected IPO, Facebook disclosed key facts about operations. Some site metrics:



Worldwide Monthly Active Users (MAUs) reached 845 million, up 39% from a year earlier.


In the U.S., MAUs reached 161 million, up 16% over a year earlier. In India, Facebook had 46 million MAUs in December.


Worldwide Daily Active users (DAUs) increased 48% to 483 million during December 2011 from 327 million during December 2010.


DAUs as a percentage of MAUs increased from 54% in 2010 to 57% in December 2011.


Mobile MAUs reached 425 million during December 2011. The Facebook app for the iPad launched in October 2011.


In April 2011, Facebook began serving traffic out of its first wholly-owned data center in Pineville, Oregon. The company is investing in new data centers in the U.S. and in Europe.


There were more than 100 billion friend connections on Facebook as of December 31, 2011.


On average more than 250 million photos per day were uploaded to Facebook in the three months ended December 31, 2011.


Users generated an average of 2.7 billion Likes and Comments per day during the three months ended December 31, 2011.
http://www.facebook.com
http://www.sec.gov/

Cisco Boosts 40/100 Gigabit Ethernet Capabilities

Cisco introduced a 40 Gigabit Ethernet Interface Module for its Catalyst 6500 Series and 40/100 Gigabit Ethernet capabilities for its Nexus 7000 data center switch. To expand its campus aggregation and data center top of rack switching, Cisco also announced two new fixed-configuration platforms that provide high-density 10 GE switching.


The enhancements include two new M2-Series modules for the Nexus 7000: a 2-port, 100 GbE Module with XL Option, which enables up to 32 high-density, non-blocking 100 GE ports in a Nexus 7000 chassis; and a 6-port 40 GbE Module with XL Option that enables up to 96 non-blocking 40 GE ports per Nexus 7000 chassis. A new Nexus 3064-X Switch is offers ultra-low-latency Ethernet specifically targeted at financial services companies. Cisco Nexus 1010-X Virtual Services Appliance offers a dedicated hardware platform for scalable deployment of services critical to virtualization infrastructure.

Cisco also introduced a "Easy Virtual Network" tool for its Catalyst 6500, 4500 and Aggregation Services Router (ASR) 1000 product lines to make it easier to manage virtual services. It simplifies the creation of separate logical networks on a single physical infrastructure.
http://www.cisco.com

Broadcom Posts Q4 Revenue of $1.82 Billion, Down 7% Sequentially

Broadcom reported Q4 revenue above guidance of $1.82 billion. a decrease of 7.0% compared with the $1.96 billion reported for the third quarter of 2011 and a decrease of 6.4% compared with the $1.95 billion reported for the fourth quarter of 2010. Net income (GAAP) for the fourth quarter of 2011 was $254 million, or $.45 per share (diluted), compared with GAAP net income of $270 million, or $.48 per share (diluted), for the third quarter of 2011 and GAAP net income of $266 million, or $.47 per share (diluted), for the fourth quarter of 2010.


"Broadcom delivered solid results in 2011, as we gained significant market share, secured record design wins across our businesses, and delivered record revenue and cash flow from operations," said Scott McGregor, Broadcom's President and Chief Executive Officer. "Looking forward, we will remain focused on product innovation and engineering execution that position us to grow faster than the industry."http://www.broadcom.com

Belgacom Offers Alcatel-Lucent’s Application Assurance

Belgacom has begun offering a new tool to enterprises that provides visibility into which applications are using up the most resources on enterprise networks at any given time as well as how these applications are performing.


The new capability is based on Alcatel-Lucent's "Application Assurance" solution, which is offered on top of the 7750 Service Router (SR) and 7450 Ethernet Service Switch (ESS). The solution is based on the Multiservice Integrated Service Adapter (MS-ISA) - which extends the intelligence of the 7750 SR and 7450 ESS - in combination with the 5670 Reporting and Analysis Manager (RAM), which provides extensive tools and capabilities to analyze and process detailed, application-level statistics per-subscriber.


Tom Wuyts, director WAN, Internet & Security (Enterprise Business Unit) at Belgacom said: “With the Alcatel-Lucent Application Assurance solution, our enterprise customers will have clear insight into how much bandwidth various applications are using – this is a key element of our 'Smart Networking' initiative, which is geared toward bringing greater intelligence to our networks for the benefit of our customers. On the whole, enterprises are very concerned about the performance of applications they access from the cloud – this new solution will help eliminate those concerns, and put enterprises in a better position to take advantage of the cost and flexibility benefits that the cloud has to offer. As importantly, our customers can take advantage of the service quickly and cost effectively, because there is no need for on-site equipment.�?http://www.alcatel-lucent.com

Verizon Wireless and Comcast Launch Joint Marketing

Verizon Wireless and Comcast have been offering each other's services in the San Francisco Bay area. New customers who sign up for both a qualifying Xfinity offering and a Verizon Wireless smartphone or tablet plan will be eligible to receive a Visa prepaid card valued up to $300. Similar programs have been launched in Portland and Seattle.
http://www.comcast.com
http://www.verizon.com
  • Verizon Wireless announced a deal to acquire 122 Advanced Wireless Services spectrum licenses from SpectrumCo, a joint venture between Comcast Corporation, Time Warner Cable, and Bright House Networks, for $3.6 billion. The transfer of licenses will require approval from the FCC and review from the Department of Justice. The companies also announced several agreements to resell each others' services. The cable companies will have the option of selling Verizon Wireless' service on a wholesale basis. Furthermore, the companies will form an innovation technology joint venture to develop technology that better integrates wireline and wireless products and services.

Qualcomm Posts Record Quarter, up 14% Sequentially

Qualcomm reported record quarterly revenue of $4.68 billion, up 40 percent year-over-year and 14 percent sequentially. Net income was $1.40 billion, up 20 percent y-o-y and 33 percent sequentially. Diluted earnings per share were $0.81, up 14 percent y-o-y and 31 percent sequentially.


"I am pleased to report another record quarter with revenues, earnings and MSM shipments reaching all-time highs, driven by our industry-leading chipset portfolio and the continued strong demand for smartphones around the world," said Dr. Paul E. Jacobs, chairman and CEO of Qualcomm. "We are raising our revenue and earnings guidance as our broad licensing partnerships and extensive chipset roadmap, led by our integrated Snapdragon processors, position us well for strong growth in fiscal 2012. We continue to invest in innovative wireless technologies, products and services, and we are excited about the opportunities ahead as 3G and 4G continue to expand across new device types and geographies."


The y-o-y comparisons include the results of Qualcomm Atheros, which was acquired on May 24, 2011. Gains from Qualcomm's sale of substantially all of its 700 MHz spectrum for $1.9 billion will be reported in the next quarterly report.


Some notes:


MSM shipments reached 156 million units, up 32 percent y-o-y and 23 percent sequentially.

September quarter total reported device sales reached approximately $41.4 billion, up 22 percent y-o-y and 6 percent sequentially.


September quarter estimated 3G/4G device shipments were approximately 191 to 195 million units, at an estimated average selling price of approximately $212 to $218 per unit.


Qualcomm is currently holding approximately $22.0 billion in cash equivalents and marketable securities. Of this, approximately $15.9 billion is overseas.
http://www.qualcomm.com

Aviat Networks Posts Revenue of $105 Million

Aviat Networks reported quarterly revenue within its previous guidance -- $105.0 million, compared with $115.3 million in the year-ago quarter. Revenue and results of operations from WiMAX are classified as discontinued operations for all periods presented. The company reported a net loss, including discontinued operations, of $(12.8) million or $(0.22) per share, compared with a net loss of $(12.5) million or $(0.21) per share in the year-ago quarter. Loss from continuing operations was $(10.0) million or $(0.17) per share compared with the loss from continuing operations of $(10.0) million or $(0.17) per share in the year-ago quarter.


"We are pleased with another solid quarter across the board," said Michael Pangia, president and CEO, Aviat Networks. "Our global team executed as planned and we overcame the challenges in Thailand from the recent flooding. Given the progress and momentum we have made in meeting our commitments in the first half of our fiscal year 2012, we are confident that we are on track to meet our key objectives during the remainder of this year."http://www.aviatnetworks.com

Monday, January 30, 2012

Riverbed Deepens its Cascade Network Performance Monitoring

Riverbed Technology has enhanced its Cascade application-aware network performance management (NPM) solution by extending its performance monitoring and troubleshooting capabilities deeper into the data center. The goal is to provide visibility into virtualized data centers and data centers that use load balancing application delivery controllers (ADCs).


The new release, Cascade 9.5,features a wizard-based "Profiler" for mapping service monitoring across ADCs. A Virtual Cascade Shark provides continuous packet capture and performance analysis in virtual environments.


Cascade has added new multi-segment analysis capabilities that simplify the task of correlating and analyzing related traffic streams captured from multiple locations or sources to quickly identify where on the network performance issues are occurring.


In addition, Cascade 9.5 automates the discovery and monitoring of load balanced applications. By integrating with ADCs—F5 Local Traffic Manager, Riverbed Stingray Traffic Manager, and others—Cascade bridges the visibility gap between the client-side and server-side connections of load balancers, providing IT operations with a view of application performance.
http://www.riverbed.com

RadiSys Posts Q4 Revenue of $79.5 million

RadiSys reported Q4 2011 revenue of $79.5 million and non-GAAP revenue of $80.2 million, up $13.3 million or 20% on a non-GAAP basis when compared to the fourth quarter of 2010. Fourth quarter GAAP net loss was $6.7 million or $0.25 per share and non-GAAP net income was $1.4 million or $0.05 per diluted share.


“Our fourth quarter revenue came in as we expected, and we exceeded our non-GAAP gross margin and EPS expectations with a higher mix of media server revenue. Our growing Next Generation Communications revenue is now on an annualized run-rate of over $200 million going into 2012 and represents nearly two thirds of total revenue. We also have significantly improved our customer diversification and our top customer comprised only 19% of total revenue in the fourth quarter. We had another fantastic design win quarter totaling approximately $95 million of expected revenue over the next five years, bringing our second half total to almost $200 million," stated Mike Dagenais, Radisys’ Chief Executive Officer.
http://www.radisys.com

OIF Focuses on Next Generation Interconnects

The OIF is planning to develop a Next Generation Interconnect Framework Document in 2012 that looks 5-8 years forward and identifies application spaces that may require industry consensus. A workshop, which was held last week in Cupertino, California, was attended and featured presentations by Brocade, Cisco, Ericsson, Finisar, Hewlett Packard, Infinera, Luxtera, Molex, TE Connectivity, Tellabs and Xilinx.


Members of the Physical and Link Layer Working Group proposed a 28G Medium Reach (MR) Common Electrical Interface (CEI) project to support chip-to-chip interfaces. It will build on the previous 28G CEI projects, including short reach and very short reach distances, all of which enable 100G applications. A low power medium reach chip-to-chip interface is needed to enable high density and lower power line-card designs. This project will facilitate increased channel density in carrier equipment and will specify operation of 1 to n lanes of data operating at up to 28Gbps over 0 to 500mm using one connector.


A second new project titled Generation 2.0 100G long-haul DWDM Transmission Module MSA was also started in the PLL Working Group. This project will be based on technical feasibility of smaller module size with reduced power consumption for the next generation 100G MSA. Shrinking the size of the current generation 1.0 100G MSA module and lowering the power dissipation will open the possibility of having multiple modules or cards in a system rack slot, leading to higher overall capacity of the system at a lower overall cost and will enable new applications.
http://www.oiforum.com

Cyan Shortens Name

Cyan, which develops multi-layer, packet-optical transport platforms, has changed its legal name to “Cyan�? from “Cyan Optics.�?


“This name change reflects Cyan’s ongoing focus on delivering a family of innovative packet-optical transport solutions with a broadening range of software and software-as-a-service (SaaS) systems, and comprehensive professional services," said Frank Wiener, Cyan’s vice president of marketing.http://cyaninc.com

Solera Raises $20 Million for Network Analytics Recorder

Solera Networks, a start-up based in Salt Lake City, raised $20 million in Series D financing for its Network Security Analytics.


Solera leverages its patented DeepSee platform to collect, index and classify all network traffic (including cloud and mobile) in real-time, delivering a complete picture of what’s happening for any security event, including advanced persistent threats (APTs). Solera gives CISOs answers to the most important questions, such as: “What, precisely, is going on and where? What has been affected or lost? Does a problem still exist somewhere else within the network?�? Solera tells security professionals


The new funding was led by Intel Capital. Intel Capital and joined by existing investors Allegis Capital, Signal Peak Ventures and Trident Capital.
http://www.soleranetworks.com/

Tellabs Drops 9100 LTE Platform in Restructuring

Tellabs reported Q4 2011 revenue of $317 million, compared with $410 million in the year-ago quarter. There was a GAAP net loss of $5 million or 1 cent per share, compared with a net loss of $11 million or 3 cents per share in the fourth quarter of 2010. On a non-GAAP basis, Tellabs recorded net earnings of $4 million or 1 cent per share in the fourth quarter of 2011, compared with net earnings of $6 million or 2 cents per share in the year-ago quarter. Broadband segment revenue was $166 million, Transport segment revenue was $92 million and Services segment revenue was $59 million.


Tellabs announced a major restructuring which will see it drop development of its SmartCore 9100 LTE platform, although the company will continue to support its SmartCore 9100 WiMAX products. R&D will be consolidated into fewer location and as a result Tellabs will close facilities in Petaluma (California), Vancouver (Canada), Bangalore (India) and Karachi (Pakistan). The move will eliminate about 530 jobs. Tellabs will incur about $107 million in restructuring charges in Q1 2012.


�?In a climate of economic uncertainty, Tellabs needs to align expenses with revenue,�? said Rob Pullen, Tellabs CEO and president. “Unfortunately, our restructuring will affect about 530 people. We will reduce expense and stop new development work on the Tellabs SmartCore 9100 LTE product, while continuing to support Tellabs SmartCore 9100 WiMax customers. “We’ll address customers’ needs through our next-generation portfolio of products and services for the smart mobile Internet, including Tellabs Mobile Backhaul Solution, Tellabs Packet Optical Solution and
professional services such as Tellabs Insight Analytics Services.�?


Revenue for Q1 is expected to be in a range from $260 million to $290 million.


During Q4, Tellabs saw revenue from 11 new customers for its Packet Optical Solution, including its Optical 7100 and 7300 systems. In the fourth quarter, there was revenue from 2 new customers for the Tellabs Mobile Backhaul Solution, including the Tellabs 8600 and 8800 systems. The company continues to shift to new Tellabs 8609 and Ethernet-optimized mobile backhaul platform for LTE networks. Tellabs now reports two 8600 LTE networks running and LTE trials underway with 3 customers.


At the end of Q4, Tellabs had 3,250 employees compared with about 3,300 employees at the end of 3Q.


Revenue outside of North America grew 27% year-over-year to $636 million in 2011. Tellabs' revenue outside of North America was 49% of overall 2011 revenue, the highest percentage ever.
http://www.tellabs.com
  • The Tellabs Smartcore 9100 series is a mobile packet core platform for WiMAX networks. The platform was originally developed by WiChorus, a start-up based in San Jose that Tellabs acquired in 2009 for $165 million in cash. The system provides subscriber management on a per application, per subscriber, per flow basis at line rate. Its functionality included serving as an ASN gateway and Home agent. Clearwire was an early customer.


  • In September 2011, Tellabs unveiled a new family of content-aware SmartCore 9200 edge routers featuring a massive 1 terabit per slot capacity for up to 11.2 Tbps per chassis. The new platforms, which build on the Tellabs 8800 MSR series as a carrier-class edge routing platform for IP/MPLS and Ethernet, leverage a "SmartCard" architecture where the service intelligence is placed on each interface card, providing fine grained visibility and DPI-based traffic management on the card, instead of requiring separate Ethernet cards, Mobile Packet Core cards and DPI cards in each chassis.


    Tellabs said its goal in developing its next generation edge routers was to enable traffic engineering optimization where application flows can be identified and policies enforced based on the fluctuating loads on the network. A central feature of the platform is the new Tellabs "GeniOS" Operating System, an open system that enables the operator to manage traffic on an application basis. Tellabs "GeniOS" can provide distributed and virtualized capabilities for the Layer 3-7 infrastructure as well as subscriber management and other third-party applications, such as security and malware programs. A single services control layer enables control of IP/Ethernet, Mobile Packet Core, Analytics and PCEF, Video Services and Security.


  • Tellabs said its new platform uses a combination of merchant silicon and its own programmable logic devices. Telstra is a trial site.

FCC Updates Lifeline Program for Low-Income Americans

The three current commissioners of the Federal Communications Commission voted to approve a comprehensive overhaul of the Lifeline universal service program, which helps tens of millions of low-income Americans afford basic phone service. The current Lifeline program, which was put in place in 1985, predated the rise of mobile phone service and gradually enabled perverse incentives for some carriers to continue an entrenched cost to the government.


The FCC estimates that its reforms will save the government $2 billion over the next three years. Key elements of the reforms include:

  • Setting a savings target of $200 million for 2012, and putting the Commission in a position to adopt an appropriate budget for the program in early 2013 after review of a six-month report and one-year report on the effects of the Order.


  • Creation of a National Lifeline Accountability Database to prevent multiple carriers from receiving support for the same subscriber. The database will build on FCC efforts in 2011 that eliminated nearly 270,000 duplicate subscriptions in 12 states following review of over
    3.6 million subscriber records, saving $33 million.


  • Creation of eligibility databases from governmental data sources, enabling fully automated verification of consumers’ initial and ongoing Lifeline eligibility. This would reduce the potential for fraud while cutting red tape for consumers and providers. A database based on
    the three most common federal benefit programs through which consumers qualify for Lifeline will be created no later than the end of 2013.


  • Establishing a one-per-household rule applicable to all providers in the program, defining household as an “economic unit�? so that separate low-income families living at the same address can get connected.


  • Establishing clear goals and metrics to measure program performance and effectiveness.


  • Phasing out support for services such as Toll Limitation – subsidies to carriers for blocking or restricting long-distance service—and ending Link Up – subsidies to carriers for initial connection charges. Link Up will continue in Tribal lands.


  • Reducing burdens on carriers by establishing a uniform, interim flat rate of reimbursement, allowing carriers to obtain a subscriber’s signature electronically, and streamlining enrollment through uniform, nationwide eligibility criteria.


  • Adopting an express goal for the program of ensuring availability of broadband for all low-income Americans.


  • Establish a Broadband Adoption Pilot Program using up to $25 million in savings from other reforms to test and determine how Lifeline can best be used to increase broadband adoption among Lifeline-eligible consumers. Starting this year, the program will solicit applications from broadband providers and will select a number of projects to fund. Lifeline will help reduce the monthly cost of broadband service, but applicants will be expected to help address other challenges to broadband adoption, including the cost of devices and digital literacy.


  • Proposes increasing digital literacy training at libraries and schools.
http://www.fcc.gov

Ericsson Announces 2nd Gen DC/DC Telecom Power Modules

Ericsson unveiled its second digital-power Advanced Bus Converter platform for use with board-mounted DC/DC power modules in telecom and datacom applications.


The new FRIDA II DC/DC power modules are designed for lower power dissipation in end-customer systems – decreasing the requirement for hard cooling and delivering higher reliability, lower CO2 emissions and lower Total Cost Of Ownership (TCO2). The first generation FRIDA modules were introduced in 2008.


Ericsson said the new design leverages a 32-bit ARM7TDMI-S microprocessor core, offers a tightly regulated output voltage (2%) across the entire operation, and includes proprietary firmware to manage complex scenarios and the challenges faced by DC/DC board-mounted power supplies in telecom and datacom applications,http://www.ericsson.com

Ericsson Wins Mobile Backhaul Contracts in Germany, Belgium

Ericsson announced contracts to upgrade the mobile backhaul networks for KPN International subsidiaries E-Plus Group in Germany and KPN Group Belgium. Ericsson will install more than 15,000 MINI-LINK transmission node links in these countries before the end of 2013. Work is already underway. Financial terms were not disclosed.
http://www.ericsson.com

Solera Raises $20 Million for Network Analytics Recorder

Solera Networks, a start-up based in Salt Lake City, raised $20 million in Series D financing for its Network Security Analytics.



Solera leverages its patented DeepSee platform to collect, index and classify all network traffic (including cloud and mobile) in real-time, delivering a complete picture of what’s happening for any security event, including advanced persistent threats (APTs). Solera gives CISOs answers to the most important questions, such as: “What, precisely, is going on and where? What has been affected or lost? Does a problem still exist somewhere else within the network?�? Solera tells security professionals



The new funding was led by Intel Capital. Intel Capital and joined by existing investors Allegis Capital, Signal Peak Ventures and Trident Capital.
http://www.soleranetworks.com

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Sunday, January 29, 2012

Fujitsu Wins Key Domain Supplier Status with AT&T

Fujitsu Network Communications has been selected as one of AT&T's Domain Suppliers for optical and transport equipment. The multi-year selection covers equipment used to expand and maintain AT&T's metropolitan and long-haul network infrastructure. Financial terms of the supplier agreement are still being negotiated.


AT&T's Domain Supplier program, launched in September 2009, facilitates a more collaborative relationship with AT&T's equipment and software suppliers, enabling AT&T to have the best technologies in place to serve its customers. The program is also designed to ensure that the company's network technology investment accelerates AT&T's move toward a network that is well-equipped for the future.

Fujitsu Network Communications, which is headquartered in Richardson, Texas, offers packet optical networking solutions, WDM and SONET platforms manufactured in North America. It also provides multi-vendor network services as well as end-to-end solutions for design, implementation, migration, support and management of optical networks.


"After an extensive evaluation of multiple optical and transport equipment suppliers, we are pleased to extend our relationship with Fujitsu," said Tim Harden, President of AT&T's Supply Chain and Fleet Operations organization.
http://www.fujitsu.com/us/services/telecom/
  • In August 2011, Fujitsu introduced an Ethernet over Anything (EoX) framework that enables its FLASHWAVE 9500 Packet Optical Networking Platform (Packet ONP) to serve as a gateway for delivering Metro Ethernet Forum (MEF)-compliant services across various transport networks. Fujitsu's EoX vision, which is initially implemented as an EoX Gateway configuration of the FLASHWAVE 9500, now extends into the company's portfolio of access products.

BT Openreach Launches Optical Spectrum Access with ADVA

Openreach, the infrastructure division of BT Group, launched a new Optical Spectrum Access (OSA) service that is built on ADVA Optical Networking's FSP 3000 DWDM platform.


The new service enables enterprises to transport enormous amounts of data throughout the U.K. with much improved latency and unparalleled encryption and security. The OSA service provides dedicated single or resilient point-to-point optical fibre links throughout the U.K. With a route distance of up to 103km, the service accommodates a range of interfaces and uses the same low-latency technology deployed extensively in many of the world’s leading financial trading networks.


“The response to the FSP 3000 introduction has been exceptional,�? said Jon Hurry, MD, Strategy, Commercial, Portfolio & Policy, Openreach. “Since the pre-launch of this service we’ve collaborated with a range of communications providers, whose customers are expecting dramatically more from their networks. Scalability and protecting their investment is at the heart of our customers’ strategy; they need to transport increasing amounts of data across greater distances more securely and faster than ever before. OSA meets those criteria. Today’s launch marks a milestone for U.K. businesses seeking to position their networks as a competitive advantage.�?


“This is an incredible time to be involved in U.K. networks,�? commented Alistair Swales, senior vice president, U.K. sales, ADVA Optical Networking. “In less than one month we’ve seen over 200 design requests from customers interested in the new OSA service.�?
.
http://www.advaoptical.com
http://www.openreach.co.uk/

Stoke Appoints VP of Engineering

Stoke appointed Charles Corbalis as Vice President of Engineering. He joins from RGB Networks where he was Vice President of Engineering. He was previously co-founder of optical switch company Calient Networks and StrataCom, Inc, where he led the development of breakthrough communications industry technologies.
http://www.stoke.com

NetLogic Offers Xen Hypervisor for Multi-Core MIPS64

NetLogic Microsystems introduced an open–source Xen hypervisor for its high-performance multi-core MIPS64 processors for delivering virtualization for next-generation communications, networking and server platforms.


The Xen hypervisor enables multiple instances of the same or different operating systems on a single processor. NetLogic said this capability enables applications to run completely independently and securely on a single processor. For example, a base station can be designed to provide both 3G and LTE services with a single processor, ultimately reducing the cost and complexity of the hardware, while enhancing the flexibility and capability of the system solution.


NetLogic Microsystems’ XLP and XLP II multi-core, multi-threaded processors feature an innovative quad-issue, quad-threaded and superscalar architecture with out-of-order execution capabilities. The processors support virtualization of multiple applications and multiple operating systems on each of the high-performance cores.


NetLogic's flagship XLP processor family in 40nm operates at up to 2GHz and delivers cache-coherent scalability of up to 128 NXCPUs, while the next-generation XLP II processor family is designed for up to 2.5GHz and scalability up to 640 NXCPUs in the state-of-the-art 28nm process.
http://www.netlogic.com
  • In September 2011, NetLogic Microsystems unveiled its next generation of XLP II family of processors based on 28nm process technology, packing up to 80 high-performance NXCPUs per chip, and promising 5-7x performance enhancement over the existing XLP processors. Target applications for the new multi-core devices include next-generation LTE mobile infrastructure, data center, enterprise networking, storage and security platforms. NetLogic said its XLP II processor family is designed to deliver over 100 Gbps of network processing performance per device and over 800 Gbps in a clustered, fully-coherent system. The devices integrate up to 80 high-performance NXCPUs per chip, featuring an enhanced quad-issue, quad-threaded, superscalar out-of-order processor architecture capable of operating at up to 2.5 GHz to provide unmatched control and data plane processing and low-power profile.


  • In September 2011, Broadcom announced plans to acquire NetLogic Microsystems in a deal valued at $3.7 billion ($50 per share) net of cash assumed.


    NetLogic Microsystems, which is based in Santa Clara, California, adds a number of critical new product lines and technologies to Broadcom's portfolio, including knowledge-based processors, multi-core embedded processors, and digital front-end processors.

MTN Renews Managed Services Deal with Ericsson

MTN has extended its managed services agreement with Ericsson in Ghana. With 49% market share and 10 million subscribers, MTN is the premier operator in Ghana which is one of Africa's fastest growing markets with an 18% growth rate in 2011. This announcement marks the extension of the first managed services contract between Ericsson and MTN, originally signed in 2009 in connection to the rollout of MTN's 3G network in Ghana. Under the extension, Ericsson is responsible for network operations, field maintenance and optimization.
http://www.ericsson.com

MetroPCS Picks Ericsson for Microwave Backhaul

MetroPCS Communications has selected Ericsson to served as primary vendor for microwave backhaul equipment under a new four-year contract. Ericsson is already a key infrastructure provider for the company's networks, including its LTE network. Financial terms were not disclosed.


Ericsson's customized microwave backhaul solution for MetroPCS will include:


MINI-LINK TN - a unique microwave transmission node, capable of handling single hops and access sites as well as advanced hub sites for large networks, optimized for traffic aggregation and capacity savings


MINI-LINK PT - a new all-outdoor MINI-LINK product optimized for packet networks, using native Ethernet over microwave


MINI-LINK SP - a multi-access aggregation platform providing a seamless migration path to the next-generation packet-switched networks.
http://www.ericsson.com

TI Introduces Advanced Signal Conditioners

Texas Instruments introduced 10 signal conditioners designed to drive high-speed interface standards such as 10G/40G/100G Ethernet, 10G-KR (802.3ap), InfiniBand, Fibre Channel and CPRI.


The new integrated circuits (ICs), which use high-performance BiCMOS SiGe process technology, expand TI's existing family of repeaters and retimers that combat signal impairments caused by insertion loss, jitter, reflections and crosstalk in high-speed enterprise servers, routers and switches. v

TI said the new signal conditioners are capable of extending reach to exceed 50+ inches of FR-4 backplane or 20 meters of 26-AWG copper cable.
http://www.ti.com

Motorola Solutions Increases Stock Buy Backs

Motorola Solutions' Board of Directors authorized up to $1.0 billion in additional funds for use in the existing stock repurchase program through the end of 2012. The new funds are in addition to the up to $2.0 billion announced in July 2011, raising the total authorization to up to $3.0 billion. After stock repurchases of approximately $1.1 billion through Dec. 31, 2011, Motorola Solutions will have up to approximately $1.9 billion for its stock repurchase program in 2012.
http://www.motorola.com

Tilera Releases its 36 and 16-core TILE-Gx Processors

Tilera, a start-up based in San Jose, California, released its "TILE-Gx" low-power, high-performance 64-bit processors – TILE-Gx36 and TILE-Gx16 in 40nm – as well as companion evaluation systems.


These processors are aimed at networking, cloud computing and multimedia. For networking systems, the company calculates that a single TILE-Gx36 can deliver more than 40 Gbps of L2/L3 packet forwarding performance across small and large packet sizes using less than 25 watts of power. In cloud, a single TILE-Gx36-based server can provide better performance than a Xeon-based system at one-fifth the power and one-eighth the space.


In addition, Tilera’s former CEO and Tilera co-founder Devesh Garg has returned as CEO of the company.
http://www.tilera.com

AT&T Announces Executive Line-up Reshuffle

AT&T announced the following key executives, reporting to Randall Stephenson, its Chairman and CEO:


John Stankey has been named to the newly created position of Group President & Chief Strategy Officer, where he will be responsible for developing the roadmap to maximize future growth opportunities, including corporate development, addressing long-term wireless-capacity needs, capital allocation strategies and identifying the best strategic paths for low-growth and non-strategic assets. He has been with the company for 27 years.


Ralph de la Vega has been named President and CEO of AT&T Mobility, where he continues to lead AT&T’s largest growth engine. de la Vega will focus on expanding the company’s smartphone position.


Andy Geisse has been named Senior Executive Vice President-AT&T Business and Home Solutions. Geisse, an executive with 32-years of experience in AT&T’s business and consumer segments, will be responsible for serving the business segment – from global enterprise customers to small businesses. Additionally, Geisse will lead the Home Solutions team focused on U-verse, broadband and voice services for AT&T’s 22-state local wireline operations.


John Donovan has been named Senior Executive Vice President-AT&T Technology and Network Operations, where he will be responsible for AT&T’s technology and network operations, including its mobile broadband network.
http://www.att.com

ActionPacked Offers Free Visualization Tool for NetFlow and Cisco Medianet

ActionPacked! Networks announced that, for a limited time, it will be giving away permanent licenses for its newest LiveAction Version 2.31 software with in-depth, real-time traffic flow visualizations plus the company’s newest Medianet capabilities. As a flow monitoring tool, the free version of LiveAction tracks and graphically displays NetFlow, J-Flow and sFlow paths and characteristics over a live network topology view that the software generates automatically. Users can click on devices and interfaces for more detailed information. As a tool for Cisco Medianet, the software also collects and displays detailed Medianet performance monitoring information and provides the industry’s first live topology presentation of Mediatrace for Cisco devices.

ActionPacked! is currently offering the free, three-device special edition of LiveAction through March 31, 2012 to qualified IT departments in the United States and Canada. The software works with most devices that support NetFlow, JFlow and s-Flow. To use LiveAction’s Medianet capabilities, the Cisco devices must also be Medianet-capable and have IOS version 15.1 (3) T installed.http://actionpacked.com

Video: Super-Channels

What's beyond 100G? Inexorable bandwidth growth requires the next leap in optical transmission. Super-Channels allow rapid deployment of massive bandwidth in chunks of 500 Gigabits per second or even 1 Terabit per second and will be shipping in 2012. Infinera's super-channels aggregate up to 10 carriers or 100 Gbps using a photonic integrated circuit.


Presented by Mike Capuano, Vinay Rathore and Dave Welsh.




This text will be replaced


http://www.infinera.com

Thursday, January 26, 2012

Wi-Fi Alliance Sees Confusion in Labeling White Spaces as 'Super Wi-Fi"

The Wi-Fi Alliance is expressing concern over the growing use of the terms “Super Wi-Fi�? or “Next Generation Wi-Fi�? to describe wireless broadband access over the unlicensed spectrum known as Television White Spaces.


The Wi-Fi Alliance cautions that recently-announced deployments using terms like “Super Wi-Fi�? are not in fact Wi-Fi, as the technology does not interoperate with the billions of Wi-Fi devices in use today. In a press release, the Wi-Fi Alliance notes that Wi-Fi is its registered trademark and that the term “Super Wi-Fi�? is not an authorized extension of the bran.
http://www.wi-fi.org

Clearwire Completes $300 Million Bond Sale

Clearwire completed a sale of $300.0 million aggregate principal amount of 14.75% first-priority senior secured notes due 2016 at an issue price of 100% (the “Notes�?). The funds will be used for the deployment of mobile 4G LTE technology alongside the mobile 4G WiMAX technology currently on its network and for the operation and maintenance of its networks and for general corporate purposes.
http://www.clearwire.com

Tekelec's Privatization is Complete

A consortium led by Siris Capital Group completed its acquisition of Tekelec for approximately $780 million, or $11.00 per share in cash.



“Our new ownership structure will enable us to continue our rapid expansion into the mobile data business and capitalize on our leadership in the voice and text signaling business and to rapidly expand our mobile data business,�? said Ron de Lange, president and CEO of Tekelec. “Going forward, our customers can expect the same dedication to innovation, customer service and support that define our company.�?http://www.tekelec.comTekelec's integrated Home Subscriber Server (HSS) address resolution database and its LTE Diameter Signaling Router (DSR) have been deployed by a tier-one North American Service Provider. This allows the service provider to scale LTE services by routing Diameter messages to the appropriate HSS in the network.


Tekelec's LTE products include:


Home Subscriber Server which serves as the central authentication and mobility management point in LTE Evolved Packet Core and IMS networks, and supports the latest 3GPP standards, including Idle-Mode Signaling Reduction. The HSS is an application on Tekelec's Subscriber Data Server, which also includes the Subscriber Profile Repository (SPR), the Equipment Identity Register (EIR), the next-generation Home Location Register (ngHLR) and an HLR-proxy to ensure seamless 3G/LTE services and device management.


Diameter Signaling Router, which scales and manages services and applications in LTE core networks for hundreds of millions of subscribers. The DSR centralizes routing, traffic management and load-balancing tasks associated with Diameter traffic.


Policy Server, a Policy and Charging Rules Function (PCRF) that integrates with the HSS and acts as the brain for policy coordination, dynamic bandwidth control, charging, consumption and other factors for a subscriber's entire data session.


Performance Intelligence Center (PIC), a performance management system that converts network traffic information into useful business intelligence for service providers to improve the customer experience. The PIC integrates with the DSR to eliminate the need for additional probes and network elements to analyze how subscribers are using IP-enabled devices and applications. In addition, Tekelec added the PIC troubleshooting features to the core DSR platform to continuously monitor the DSR's performance.


Each of these products runs on Tekelec's EAGLE XG middleware platform, built to meet the core network scalability needs of the world's largest networks.

Marvell Cuts its Financial Guidance Citing Thai Flood

Marvell cut its financial outlook for the fourth quarter of fiscal 2012, ending January 28, 2012. The company now expects net revenue for the fourth quarter of fiscal 2012 to be in the range of $735 million to $745 million, compared with prior outlook of between $775 million to $825 million.


"The supply of disk drives started to recover in our fourth fiscal quarter, but later than we had originally anticipated. Our SSD revenues grew more than expected but not enough to offset the impact of the Thailand floods on our HDD volumes," said Dr. Sehat Sutardja, Marvell's Chairman and Chief Executive Officer. "In addition, we experienced year-end demand softness at our mobile and wireless customers, particularly in China. We believe these effects are near term only, and should not impact our results in the new fiscal year."http://http://investor.marvell.com/

NTT DOCOMO Extends LTE Introductory Discounts

NTT DOCOMO announced a set of discounts for subscribers to its "Xi" LTE s from May 1 to September 30, 2012. Subscribers to selected packet flat-rate and data service plans will automatically receive a ¥1,050 (including tax) discount on their basic monthly charges. At present, Xi subscribers are scheduled to receive monthly discounts of ¥1,575 (including tax) through April 30, so the new campaign means they will continue to enjoy special discounts until the end of September.


In addition, NTT DOCOMO announced plans to throttle users who exceed 7GB of data per month, unless they choose to pay an additional ¥2,625 per month for each additional 2GB increment. This plan goes into effect on October 1.
http://www.nttdocomo.com

NSN Renews EUR 1.3 Billion Loan

Nokia Siemens Networks signed forward starting term and multicurrency revolving facilities agreement valued at €1.305bn with 15 international banks. The loan will replace Nokia Siemens Networks’ existing revolving credit facility when it matures in June 2012.
http://www.nokiasiemensnetworks.com

NTT Docomo Reports LTE Progress

As of December 31, 2011, NTT Docomo had 1.14 million LTE subscribers -- its first full year of operating a commercial LTE network.


Docomo currently has four LTE handsets, 2 LTE-enabled tablets, and three LTE modems/routers on offer.


Docomo's LTE network now covers all prefectural capital-sized cities across Japan, covering about 24% of the population. This footprint consists of approximately 5,000 LTE base stations in operation. By the end of March 2012, Docomo aims to have approximately LTE 7,000 base stations in operation.


In November, NTT Docomo introduced a "Xi Talk 24" service that provides LTE customers with unlimited voice calling to all other Docomo subscribers (including 3G users) for a flat rate of 1,480 yen per month. Already 80% of LTE handsets are on this plan.


Overall, NTT Docomo had 59.62 million subscribers across Japan, up slightly by 2.41 million users over a year earlier.


On the financial side, during the quarter ending Dec. 31, NTT Docomo generated revenue of ¥3,174 billion, down ¥35.0 billion from the same period last year due a decline in voice ARPU, which was partially offset by a rise in packet data revenue. Operating expenses declined by ¥20.3 billion yen in the quarter due to a more efficient use of CAPEX, yielding an operating income of ¥743 billion for the quarter, which is a decrease of ¥14.7 billion from a year earlier.
http://www.nttdocomo.com

Wednesday, January 25, 2012

Verizon Expands Network in Africa and the Middle East

Verizon announced the expansion of its Private IP service to the following locations: Gabon on Africa's western coast; Djibouti and Ethiopia on the Horn of Africa; Malawi and Zimbabwe in Eastern Africa; and Swaziland in the southern region. The expansion brings to 21 the number of African countries where Verizon's Private IP is now available. In addition, the network has been expanded to Bahrain and Qatar in the Middle East. Services were already available in Egypt, Israel, Jordan, Kuwait, Pakistan, Saudi Arabia, Turkey and United Arab Emirates (Abu Dhabi and Dubai).
http://www.verizon.com

AT&T Reports Soaring Wi-Fi Traffic

The volume of traffic on AT&T's Wi-Fi network nearly tripled in 2011 over 2010 for a total of 1.2 billion overall connections. The uptick in traffic was especially noticeable in Q4 2011, when 486.9 million connections were made over the 3 month period. There are now more than three million connections per day to the AT&T Wi-Fi Network


"As AT&T Wi-Fi connections and usage soar at hospitality locations, retail stores, stadiums and enterprise businesses, venues are benefiting by making Wi-Fi available to their customers and employees," said Angie Wiskocil, Senior Vice President, AT&T Wi-Fi Services.
http://www.att.com

Alcatel-Lucent Appoints Head of Enterprise Division

Alcatel-Lucent has appointed Michel Emelianoff as President of its Enterprise division, succeeding Tom Burns, who after 12 years is leaving the company for personal reasons. Michel Emelianoff is Vice President & General Manager, Data & Security Solutions for Alcatel-Lucent Enterprise. He joined Alcatel Enterprise in 1998 as Sales Director, Northern Europe. Prior to joining Alcatel, Michel spent six years at Siemens, where he held positions in sales, marketing, and business development in Germany, France, and the U.S. Michel Emelianoff is a graduate of “Ecole Centrale�? Paris with a degree in aeronautical engineering.
http://www.alcatel-lucent.com

Oclaro Sees Recovery from Thai Floods

Oclaro reported revenues of $86.5 million for the second quarter of fiscal 2012, compared to revenues of $105.8 million in the first quarter of fiscal 2012. While above the high end of the company’s guidance for the quarter, revenues and operating results for the quarter were materially impacted by the flood in Thailand. GAAP gross margin was 13% for the second quarter of fiscal 2012, compared to a GAAP gross margin of 23% in the first quarter of fiscal 2012.


“In the second quarter of fiscal 2012, Oclaro achieved revenue at the high end of our previous guidance range, primarily due to our recovery efforts from the recent Thailand flooding,�? said Alain Couder, chairman and CEO of Oclaro. "We are pleased with our recovery progress thus far. We expect full commercial production by the end of March for three of our five affected product lines and within the June quarter for the remaining two. In spite of the flood, we remain focused on enabling Oclaro to emerge from this period better positioned than before, in terms of our market position on certain existing products, recent introductions and our pipeline of new products and new technologies."http://www.oclaro.com

Nokia Posts Q4 2011 Net sales of EUR 10.0 Billion, Down 21%

Nokia reported net sales of EUR 10.0 billion for the fourth quarter of 2011, down 21% from Q4 2010 and up 11% from the preceding quarter. There was a loss of nearly EUR 1.1 billion.



Sales of devices and services overall fell by 29%: in Europe, these sales fell 38%, in China by 40% and in North America, these sales fell by 77%.


On the bright side, Nokia reported that the sale of more than one million of its new Windows-based Lumia phones.


"In the war of ecosystems, clearly there are some strong contenders already on the field. And with Lumia, we have demonstrated that we belong on the field. Our specific intent has been to establish a beachhead in this war of ecosystems, and country by country that is what we are now accomplishing. To date we have sold well over 1 million Lumia devices. From this beachhead of more than 1 million Lumia devices, you will see us push forward with the sales, marketing and successive product introductions necessary to be successful. We also plan to bring the Lumia series to additional markets including China and Latin America in the first half of 2012," stated Stephen Elop, Nokia's CEO.


Nokia is now preparing to launch the Lumia phones in China, Latin America and other markets. The company expects 2012 will be its year of transition and has not provided a sales outlook as before.


Sales at Nokia Siemens Networks for Q4 2011 amounted to EUR 3.815 billion, down 4% from last year but up 12% over Q3 2011. The company said the year-on-year decrease in Nokia Siemens Networks' net sales in the fourth quarter 2011 was driven primarily by a decline in sales of infrastructure equipment, which more than offset the contribution from the acquired Motorola Solutions networks assets and a slight increase in sales of services. Excluding the acquired Motorola Solutions networks assets, net sales would have decreased by 11% year-on-year. The sequential increase in Nokia Siemens Networks' net sales in the fourth quarter 2011 was driven primarily by industry seasonality. Services represented slightly over 50% of Nokia Siemens Networks' net sales in the fourth quarter 2011.


http://www.nokia.com

AT&T: iPhone Accounts for 80% of Smartphone Sales

AT&T reported blockbuster mobile broadband sales in Q4 2011 with 9.4 million smartphone activations in the quarter -- 50 percent more than the previous quarterly record and nearly double 3Q11 sales. This equates to over 100,000 smartphone activations for every day of the quarter. There were 7.6 million iPhone activations, meaning that Apple represented 81% of smartphone sales in Q4 for AT&T.


“This was a blowout quarter for smartphone sales. Our network performance is at a high level on voice quality and best-in-class mobile download speeds. U-verse sales continue to be strong and business revenue trends are on a good track," stated Randall Stephenson, AT&T chairman and chief executive officer.


For Q4, AT&T’s consolidated revenues totaled $32.5 billion, up $1.1 billion, or 3.6 percent, versus the year-earlier quarter. Compared with the fourth quarter of 2010, operating expenses were $41.5 billion versus $29.3 billion; operating loss was $9.0 billion, compared to operating income of $2.1 billion; and AT&T’s operating income margin was (27.7) percent, compared to 6.7 percent, including costs related to T-Mobile USA.


CAPEX for 2012 is expected to be about $20 billion, stable with 2011, as increases in wireless spending offset declines in wireline capital expenditures.


Some highlights:


Wireless


Best Postpaid Growth. AT&T posted a net increase in total wireless subscribers of 2.5 million in the fourth quarter to reach 103.2 million in service. Subscriber additions for the quarter include postpaid net adds of 717,000, the best gain in five quarters. Prepaid net adds were 159,000, connected device net adds were 1,029,000 and reseller net adds were 592,000. Fourth-quarter net adds reflect accelerated adoption of smartphones, including the October launch of iPhone 4S, increases in prepaid and reseller subscribers and sales of tablets and connected devices such as automobile monitoring systems, security systems and a host of other emerging products.


Record Quarter for Smartphone Sales. Fourth-quarter smartphone sales represented more than 80 percent of postpaid device sales. Both iPhone and Android device sales set records.


At the end of the quarter, 56.8 percent of AT&T’s 69.3 million postpaid subscribers had smartphones, up from 42.7 percent a year earlier and 32.8 percent two years ago.


The average ARPU for smartphones on AT&T’s network is 1.9 times that of the company’s non-smartphone devices. About 87 percent of smartphone subscribers are on FamilyTalk® or business plans. Churn levels for these subscribers are significantly lower than for other postpaid subscribers.


AT&T had its best sales quarter ever for branded computing subscribers, a new growth area for the company that includes tablets, aircards, mobile Wi-Fi hot spot devices, tethering plans and other data-only devices.


AT&T added 571,000 of these devices to reach 5.1 million, an almost 70 percent increase in total subscribers from a year ago. Most of those new subscribers were tablets, with 311,000 added in the quarter, more than half of which were postpaid.


Total wireless revenues, which include equipment sales, were up 10.0 percent year over year to $16.7 billion. Wireless service revenues increased 4.0 percent, to $14.3 billion, in the fourth quarter.


Wireless data revenues — driven by Internet access, access to applications, messaging and related services — increased by $956 million, or 19.4 percent, from the year-earlier quarter to $5.9 billion. AT&T’s postpaid wireless subscribers on monthly data plans increased by 16.4 percent over the past year. The number of subscribers on tiered data plans also continues to increase. About 22 million, or 56 percent, of all smartphone subscribers are on tiered data plans, and about 70 percent have chosen the higher-tier plans.


Wireless margins were impacted by record-setting smartphone sales and customer upgrade levels. This was offset in part by improved operating efficiencies and further revenue gains from the company’s growing base of high-quality smartphone subscribers. AT&T’s fourth-quarter wireless operating income margin was 15.2 percent versus 22.9 percent in the year-earlier quarter, and AT&T’s wireless EBITDA service margin was 28.7 percent, compared with 37.6 percent in the fourth quarter of 2010.


Wireline


Total business revenues grew sequentially for the second consecutive quarter. Revenues were $9.3 billion, down 1.4 percent versus the year-earlier quarter but a slight increase over the third quarter of 2011. The year-over-year decline reflects economic conditions and weakness in voice and legacy data products somewhat offset by growth in IP data. Business service revenues, which exclude CPE, declined 1.2 percent year over year, compared to a year-over-year decline of 4.3 percent in the year-ago quarter and were essentially flat sequentially, despite fewer business days in the fourth quarter.


Revenues from the new-generation capabilities that lead AT&T’s most advanced business solutions — including Ethernet, VPNs, hosting, IP conferencing and application services — grew 16.4 percent versus the year-earlier quarter, continuing strong trends in this area. This now represents a nearly $6 billion annualized revenue stream.


Total business IP data revenues grew 9.2 percent versus the year-earlier fourth quarter, led by growth in VPN revenues. IP-based solutions allow customers to easily add managed services such as network security, cloud services and IP conferencing on top of their infrastructures. Total business data revenues grew 1.3 percent year over year.


Revenues from residential customers totaled $5.3 billion, an increase of 0.5 percent versus the fourth quarter a year ago. The fourth quarter marked the sixth consecutive quarter of year-over-year growth.


AT&T U-verse TV added 208,000 subscribers to reach 3.8 million in service. As U-verse scales, its margins improve, contributing to profitability. In the fourth quarter, the AT&T U-verse High Speed Internet attach rate was 90 percent and about half of new subscribers took AT&T U-verse Voice. About three-fourths of AT&T U-verse TV subscribers have a triple- or quad-play option from AT&T. ARPU for U-verse triple-play customers was almost $170, up 2.5 percent year over year.


AT&T’s U-verse deployment has reached its goal of passing 30 million living units.


AT&T U-verse High Speed Internet delivered a fourth-quarter net gain of 587,000 subscribers to reach a total of 5.2 million, helping offset losses from DSL. Overall, AT&T lost 49,000 wireline broadband connections. About 74 percent of consumers have a broadband plan delivering speeds of 3 Mbps or higher versus 65 percent in the year-ago quarter.
http://www.att.com

Orange Sees Growth in French Cloud Computing

Orange Business Services reported that it now has over 3,600 customers in France using its cloud computing solutions. This includes 110 for the Flexible Computing Express Infrastructure as a Service (IaaS) offer, introduced in October 2011, and over 2,500 small business customers for Cloud Pro, a suite of online services launched in June 2011.
http://www.orange-business.com

Riverbed's Q4 Revenue Rises to $203 Million, up 7% YoY

Riverbed Technology reported Q4 2011 revenue of $203 million, an increase of 7% from $190 million reported in the third quarter of This compares to GAAP net income of $19 million, or $0.12 per share, in Q3’11 and $13 million, or $0.08 per share, in Q4’10. GAAP net income for 2011 was $64 million, or $0.38 per diluted share, compared to GAAP net income of $34 million, or $0.22 per diluted share, in 2010.


"We believe we are in the strongest strategic and competitive position in our history. Adding to that, early in 2012 we will be entering what we think will be Riverbed’s most exciting and important product cycle yet.�?

"The business has been executing well and fourth quarter revenue growth was fueled by strong enterprise sales in both the U.S. and EMEA,�? added Randy S. Gottfried, Riverbed Chief Financial Officer. “Despite higher disk drive costs resulting from recent Thai floods, we reported strong gross and operating margins in the fourth quarter. We believe our past investments in our core and new products will continue to yield solid revenue and profit growth in 2012.�?
http:// www.riverbed.com

Freescale's Q4 Sales Decline to $1.01 billion

Freescale Semiconductor reported net sales for the fourth quarter of 2011 were $1.01 billion, compared to $1.14 billion in the third quarter of 2011 and $1.18 billion in the fourth quarter last year. Net sales for calendar year 2011 were $4.57 billion compared to $4.46 billion in calendar year 2010.


The net loss for the fourth quarter of 2011 was $6 million, or $.02 per share, compared to a loss of $88 million, or $.36 per share, in the third quarter of 2011 and a loss of $102 million, or $.52 per share, in the same period last year. The net loss for calendar year 2011 was $410 million or $1.82 per share compared to a loss of $1.05 billion or $5.35 per share in calendar year 2010.


"The Freescale team executed well in 2011,�? said Rich Beyer, chairman and CEO. “We grew revenues, improved margins and significantly improved our capital structure through an initial public offering. Mhttp://www.freescale.com

Juniper Posts Weak Q4 Revenue

Juniper Networks' net revenues for the fourth quarter of 2011 decreased 6% on a year-over-year basis, and increased 1% sequentially, to $1,120.8 million. For the year ended December 31, 2011, Juniper's revenue increased 9% on a year-over-year basis to $4,448.7 million.


The company posted GAAP net income of $96.2 million, or $0.18 per diluted share, and non-GAAP net income of $150.1 million, or $0.28 per diluted share, for the fourth quarter of 2011. Included in the GAAP diluted earnings per share was a $0.02 cents impact for restructuring and other charges.


"The December quarter was an atypical and unexpectedly weak finish to the year, with reduced spending by some of our largest customers," said Robyn Denholm, Juniper's chief financial officer. "While long-term industry fundamentals remain strong, we expect the near-term environment to remain challenging. We will invest in support of our strategy while continuing our focus on execution and prudent cost management."


Other Financial Highlights Total cash, cash equivalents and investments as of the fourth quarter of 2011 was $4,292.4 million, compared to $4,130.3 million as of the third quarter of 2011 and $2,821.6 million as of the fourth quarter of 2010.
http://www.juniper.net

Tuesday, January 24, 2012

Amazon Web Services Adds Storage Gateway

Amazon Web Services introduced a new option for enterprises to securely upload data to the AWS cloud.


The AWS Storage Gateway connects an on-premises software appliance with cloud-based storage for seamless integration between on-premises IT environments and AWS storage infrastructure. The service provides low-latency performance by maintaining data in on-premises storage hardware while asynchronously uploading data to AWS, where it is encrypted and securely stored in the Amazon Simple Storage Service (Amazon S3).


Pricing for the AWS Storage Gateway is $125/month per installed gateway and comes with a 60 day free trial. Snapshot storage pricing starts at only $0.14 per gigabyte per month.


“With the AWS Storage Gateway, we’re providing businesses yet another way to easily take advantage of AWS’s secure, scalable and cost-effective cloud storage for use with their on-premises applications�?
“With the AWS Storage Gateway, we’re providing businesses yet another way to easily take advantage of AWS’s secure, scalable and cost-effective cloud storage for use with their on-premises applications,�? said Alyssa Henry, General Manager of AWS Storage Services. “The AWS Storage Gateway works with your existing applications using a standard iSCSI interface, securely transfers your data to AWS over SSL, and stores data encrypted at rest in Amazon S3.�?http://aws.amazon.com/storagegateway

TE Connectivity Posts Slower Communication Sales

TE Connectivity reported quarterly sales of $3.3 billion. Earnings per share from continuing operations (GAAP EPS) were $0.59 for the quarter and adjusted EPS were $0.66. Included in the GAAP EPS were $0.03 per share of restructuring and other charges, $0.01 per share of acquisition-related charges and $0.04 per share of tax items. Free cash flow was $85 million for the quarter.


"The first quarter was a slow start to our fiscal year due to lower-than-expected demand in our Communications and Industrial Solutions segment and our Telecom Networks business. This more than offset continued strength in our Transportation Solutions segment," said TE Connectivity Chief Executive Officer Tom Lynch. "http://www.te.com

Motorola Solutions Sees Strong Q4

Motorola Solutions posted Q4 revenue of $2.3 billion, up 5 percent from a year ago. GAAP operating earnings in the fourth quarter of 2011 were $276 million or 12 percent of sales, compared to $272 million or 12 percent of sales in the fourth quarter of 2010.


Government sales in Q4 totaled $1.5 billion, up 6 percent from a year ago, while enterprise sales were $753 million, up 3 percent from a year ago.


“Our record fourth quarter capped a very strong and exciting year for our company,�? said Greg Brown, chairman and CEO of Motorola Solutions. “We streamlined and strengthened our portfolio, grew operating earnings more than five times revenue growth, expanded operating margins, generated strong cash flow and prioritized return of capital to our shareholders.�?http://www.motorola.com

Polaris Wireless Builds Momentum for its Wireless Location

Polaris Wireless, which specializes in high-accuracy, software-based wireless location solutions, reported a major increase in sales bookings in 2011. The sales momentum includes several significant customer contracts, for multi-million dollar deployments of the Polaris Wireless Altus and OmniLocate location surveillance product suite. The deals represent a major increase in Polaris Wireless’ international business, in areas that are increasingly vital to the global efforts against crime and terrorism.


The privately-held company said more than twenty U.S. wireless carriers, six managed services partners, and fourteen international deployments now rely on its location solutions to enable emergency call applications, lawful and mass location surveillance, and other location-based services.


"In 2011, with best-in-class, field proven products, Polaris Wireless accelerated its efforts at becoming the leading provider of high-accuracy wireless location solutions for mission critical applications," said Manlio Allegra, president, CEO and co-founder of Polaris Wireless. "We have surpassed the competition and enlisted leading global companies as partners, providing a strong base from which we will continue growing in 2012 and beyond."http://www.polariswireless.com

CableLabs Announces DOCSIS-Supported EPON Qualification

CableLabs has introduced an equipment qualification program for its DOCSIS Provisioning of EPON (DPoE) project, with an aim to facilitate accelerated development of devices that support the delivery of business communications services using Ethernet Passive Optical Network.


CableLabs said its DPoE Qualification Program allows equipment makers to certify that their technology and devices are compliant with CableLabs DPoE version 1.0 specifications, which describe a common approach for using DOCSIS back-office provisioning processes to deliver business data services over EPON access networks. The DPoE specifications were published in February 2011.


"Having devices qualified by CableLabs promises to encourage widespread deployment of this new technology and lower costs to both cable operators and business customers by leveraging the proven provisioning capabilities of DOCSIS," said Nomi Bergman, President of Bright House Networks.
http://www.cablelabs.com

Huawei Acquires Photonics R&D Lab in the UK

Huawei has acquired the Centre for Integrated Photonics Ltd (CIP), a photonics research laboratory, from the East of England Development Agency (EEDA). Financial terms were not disclosed.


CIP, which is based in Ipswich, specialises in hybrid integration, combining materially different components on a single platform to create innovative photonic devices.


CIP will form the core of the new Huawei UK R&D centre, part of Huawei’s global R&D network.


"As a world-leading ICT solutions provider, Huawei aims to build up its business in global markets and will continue to increase investment in the UK, reaffirming its commitment to customers, suppliers and business partners,’’ said Victor Zhang, CEO of Huawei UK. “Currently, Huawei has six research facilities in Europe. I’m confident that CIP’s strong research abilities and its talented staff will further extend our European research presence to the UK, a key and important market to the company."http://www.huawei.com
http://www.ciphotonics.com

Everything Everywhere and BT Wholesale Extend LTE Trial

Everything Everywhere and BT Wholesale have expanded their LTE trial in Cornwall, UK. The trial has seen the two companies collaborate to provide wireless broadband to 180 customers living in and around St. Newlyn East in Cornwall since October 2011. The extension until the end of June 2012 has been granted by Ofcom to enable the companies to continue to investigate the application of 4G LTE in rural areas.


The LTE trialists are currently achieving an average download speed of 7 Mbps.


Olaf Swantee, CEO, Everything Everywhere, said: “The rollout of 4G will help drive economic growth and create jobs across the UK by making the economy more competitive, by enabling businesses to be more productive, and by allowing consumers to benefit from the latest mobile innovations. This trial has been key in investigating ways to rapidly bring 4G LTE to Britain, and Ofcom is helping us do the groundwork to accelerate the UK from laggard to leader.�?http://everythingeverywhere.com
  • In December 2011, Everything Everywhere, the joint venture that operates the networks for T-Mobile (UK) and Orange (UK), outlined plans to invest more than £1.5bn+ over the next three years to upgrade its infrastructure and set the stage for LTE. Capex will see double digit growth in 2012 network investment compared to 2011.


    The plans will bring tighter integration of the T-Mobile and Orange mobile networks. Everything Everywhere said it is in the final stages of “the big switch on�?. In the next few week, Orange and T-Mobile customers will be able to use 2G and 3G signals from either of the networks and benefit from fast data speeds in more places. In the first half of 2012, Everything Everywhere will further improve the cross-network signal sharing by enabling Orange and T-Mobile customers’ devices to automatically select the stronger signal from either network if their own signal is weak.

Netflix Delivered 2 Billion Streaming Hours in Q4

Netflix delivered over 2 billion hours of streaming video in Q4 2011, which is approximately 30 hours per member per month on average. The company had 21.67 million streaming subscriptions as of the end of 2011, of which 1.86 million were international streaming subscribers.
http://www.netflix.com

Ericsson Reports Slower Network Sales in Q4 2011

While 2011 was a year of strong sales overall, Ericsson reported lower sales in Q4 2011 due to the failed AT&T + T-Mobile USA merger in North America and more cautious operator spending in markets worldwide.


“Group sales in the quarter were flat year-over-year and grew 15% sequentially, which is weaker than normal in the fourth quarter. The sequential growth is mainly driven by a strong development of 32% in Global Services, while Networks sales were weak, up only 2%. The sales development in Networks is mainly related to North America and Russia, where the trend continued from the third quarter with slower operator spending after a period of high investments in capacity. In addition, we saw some increased operator cautiousness during the quarter due to uncertainties such as economic development and political unrest in some countries," stated Hans Vestberg, President and CEO of Ericsson.


Some highlights from Ericsson's investor presentation:


Sales in the quarter amounted to SEK 63.7 (62.8) b., was up 1% year-over-year and 15% sequentially. Sales for comparable units, adjusted for currency exchange rate effects and hedging, increased 6% year-over-year. The sequential increase is mainly related to strong growth in services.


Net income decreased year-over-year to SEK 1.5 (4.4) b. due to lower sales volumes in networks, lower gross
margin and losses related to Sony Ericsson. Sequentially net income decreased from SEK 3.8 b to 1.5 b. mainly
due to lower gross margin and losses related to Sony Ericsson.


Gross margin in the quarter was down year-over-year to 30.2% (36.6%), and down from 35.0% sequentially.


In 2011, sales amounted to SEK 226.9 (203.3) b., up 12%, driven by strong demand for mobile broadband along
with network rollout services. Sales in 2011 for comparable units, adjusted for currency exchange rate effects and
hedging, increased 19%.


In the fourth quarter, Ericsson’s share in earnings of joint ventures, before tax, was SEK -1.9 (-0.3) b., compared to SEK -0.6 b. in the third quarter 2011 due to significantly lower result in Sony Ericsson.


Networks


Networks sales in the quarter were SEK 33.3 (36.4) b., a decline of -9% year-over-year and up 2% sequentially. Ericsson cited slower sales in North America and Russia. North America, down -27% sequentially, was impacted by operator consolidation, technology shift from CDMA to LTE as well as a slower pace after a period of high operator
investments in network capacity.


During Q4, Ericsson shipped its first RBS6000 base station with CDMA functionality. It also began shipments of its new IP Edge router, Smart Service Router SSR 8020, and its new Antenna Integrated Radio unit (AIR).


Global Services


Global Services sales in the quarter were SEK 27.0 (22.9) b., an increase of 18% year-over-year and 32%
sequentially. In 2011, Global Services sales increased 5% to SEK 83.9 (80.1) b., driven by network rollout,
consulting and systems integration.


Professional Services sales were SEK 18.1 (16.7) b. in the quarter, up 8% year-over-year and 23% sequentially.


Managed Services sales increased by 13% year-over-year to SEK 6.0 (5.4) b. and 14% sequentially, mainly driven
by India and Latin America.


Network Rollout sales amounted to SEK 8.9 (6.2) b. in the quarter, an increase of 44% year-over-year and
56% sequentially, driven by high volumes of network modernization in Europe and coverage projects in other
regions.


Multimedia


Multimedia sales in the quarter decreased -2% year-over-year and increased 33% sequentially. The acquisition of Telcordia has just been completed.


Joint Ventures


For Q4 2011, ST-Ericsson’s sales were flat sequentially at US$409 million, down 29% year-over-year. ST-Ericsson is currently in a shift from legacy to new products. Ericsson noted that in light of the tough business environment, ST-Ericsson’s recently appointed CEO is reviewing the company’s strategic plan and financial prospects.


Sony Ericsson reported a net loss of US$207 million, reflecting intense competition, price erosion and restructuring charges. The quarter was also impacted by unfavorable macro economic conditions and effects from the flooding in Thailand. Sony is buying out Ericsson's share in this joint venture.

Monday, January 23, 2012

Talari Raises $4.5 Million for its WAN Virtualization Platforms

Talari Networks, a start-up based in San Jose, California, raised $4.5 million in new funding from current investors for its enterprise WAN virtualization technology.


Talari supplies a line of WAN appliances that aggregate multiple broadband connections into a single, virtualized pipe. The largest is a rack-mountable, 2U appliance that supports aggregation of WAN bandwidth up to 500 Mbps full-duplex, even while performing 128-bit AES encryption.


Talari's backers include Menlo Ventures, Silver Creek Ventures and private investors.
http://www.talari.com

IBM Teams with NEC on OpenFlow

IBM is working with NEC to deliver OpenFlow based solutions to three early deployment sites. IBM offers an OpenFlow-enabled 10/40GbE top of rack switch and NEC offers a ProgrammableFlow OpenFlow-based network controller.


Stanford University, which has incubated the OpenFlow protocol, will deploy IBM and NEC’s solution in a parallel network to test OpenFlow’s applicability to the university’s production environment.


Tervela, which develops a distributed data fabric, has validated that this solution delivers a breakthrough in dynamic networking to ensure predictable performance of Big Data for complex and demanding business environments, such as global trading, risk analysis and e-commerce.


Selerity, provider of ultra-low latency event data, will employ IBM and NEC’s OpenFlow solution to accelerate real-time decision-making for global financial markets.


The companies expect OpenFlow and Software Defined Networking (SDN) will traction in enterprise data centers for Big Data, cloud and workload optimized systems. OpenFlow promises to help organizations to more easily modify, control and manage today’s dynamic physical and virtual networks.


“IBM’s investment in OpenFlow reflects the market reality that the data center network is vital to business, driving new ways for users to control the functionality of networks to meet application requirements more simply, flexibly and intelligently,�? said IBM Fellow and CTO of IBM System Networking Renato Recio.


“OpenFlow is a disruptive networking technology that offers a new level of interoperability and user control and which can ultimately transform the very economics of data centers. NEC and IBM have demonstrated leadership as early adopters of OpenFlow, as well as being first to market with a complete, high performance solution that addresses customer needs for a smarter network.�?http://www.ibm.com
http://www.nec.com

CommScope Develops Ultra-wideband Base Station Antennas

CommScope introduced a new family of ultra-wideband base station antennas for the 1710-2690 MHz frequency range.


The CommScope High-Bandwidth (HW) Family of Ultra-Wideband Base Station Antennas are available in three different configurations of two, four or six dual-polarization radiating arrays under a single radome. CommScope said its design offers potentially higher spectral efficiency through 100 percent passive intermodulation (PIM) testing performed on all base station antennas, contributing to system-wide noise containment. Each antenna in the HW family can be deployed in a variety of 2G, 2.5G, 3G and 4G environments, including LTE, UMTS, CDMA, GSM, and WiMAX. Operators can upgrade or switch to different technologies or frequencies as their needs change.
http://www.commscope.com

Celeno Supplies Wi-Fi for Amino IPTV Set-Top Boxes

Amino Communications has selected Celeno Communications to supply Wi-Fi silicon for a range of IPTV set-top boxes. Specifically, Amino will offer Wi-Fi/Ethernet bridges powered by Celeno’s CL1830 SoC to wirelessly enable after-market IP STBs, including the Aminet A130, A140 and A540. These bridges will enable whole-home wireless PVR functionality, allowing the consumption of centrally stored content anywhere in the home.
http://www.celeno.com

AT&T Pushes Ahead with Cloud-Based Unified Communications Services

AT&T is launching a new set of Unified Communications services for to businesses of all sizes. As with AT&T's other cloud solutions, which are embedded directly into the AT&T managed network, AT&T UC Services is accessible from almost any device, enabling employees to collaborate and communicate in real-time regardless of location.


AT&T UC Services is comprised of two major components: AT&T Unified Communications Central (UC Central) and AT&T Unified Communications Voice (UC Voice):


AT&T UC Central integrates multiple communications and collaboration tools such as IM/chat, email, VoIP calling, web/audio and video conferencing, voicemail, unified messaging and mobility with presence, behind a single user interface designed for both PC and mobile usage.


AT&T UC Voice provides high quality IP Telephony (IPT) from the AT&T cloud and can be used both as a stand-alone service or integrated with AT&T UC Central. AT&T is using the Cisco Hosted Collaboration Solution (HCS) platform as the core of this service.


"With AT&T Unified Communications Services individuals have full access to all of their communications tools at the tips of their fingers," said Shawn Conroy, Vice President of Voice, Collaboration and Unified Communications Services, AT&T Business Solutions. "Not only can this service leverage an organization's existing investments to improve business collaboration, it also provides an easy transition from where a customer is today to where they want to be tomorrow without incurring significant capital expenses. AT&T is breaking new ground by providing customers with simple, affordable access to carrier-grade UC functionality."http://www.att.com

Codenomicon Launches Fuzz-o-Matic Software Security Testing

Finland-based Codenomicon introduced its cloud-based, "Fuzz-o-Matic" software security Testing-as-a-Service (TaaS) for applications running on Windows, Linux, Mac, and mobile operating systems.


Fuzz-o-Matic offers a hosted approach to application fuzzing for those who do not have in-house security testers or have a limited budget for penetration testing. Codenomicon said its application fuzzing uses unexpected inputs to stress-test software far beyond normal operating conditions. Most software testing simulates normal operating conditions to determine if software does what it is designed to do. Black-hat hackers use application fuzzing to find exploitable security bugs in unused or rarely-used software functionality.

http://www.codenomicon.com/fuzzomatic

Ekinops Introduces 20G Transponder

Ekinops introduced a dual channel transponder that lets network operators install two 10G circuits where they could previously install only a single 10G service. The module can be used on existing Ekinops networks or over third party line systems. It also uses Ekinops' "DynaFEC" (Dynamic Forward Error Correction) technology.
http://www.ekinops.net

KPN Sells its Getronics Consulting Arm to Aurelius

Royal KPN is selling its Getronics divisions in Europe and APAC to Aurelius, a private equity firm. Financial terms were not disclosed.


Europe and APAC is an IT service provider offering workspace management, data management and hosting, as well as consulting services. The deal covers Getronics operational units in seven European and five APAC countries, with a total of 2,900 staff members and a turn-over of approximately 450 million euros in 2011. KPN will remain a long-term strategic partner via a minority stake in Getronics Europe and APAC.
http://www.getronics.com/http://www.kpn.com/

Austria's H3G Deploys Alcatel-Lucent's 100G

H3G, one of the leading mobile operators in Austria, is deploying Alcatel-Lucent’s 100G optical coherent technology to meet growing subscriber demand for mobile Internet, video and other data services.


Under the agreement, Alcatel-Lucent will supply H3G Austria with its 100G coherent optical solution including the 1830 Photonic Service Switch (PSS) and the 1626 Light Manager (LM). The 1830 PSS brings together optical transport network (OTN) and wavelength division multiplexing (WDM) technology onto a single platform, which simplifies operations and cuts costs. With the 1830 PSS and 1626 LM, H3G will be able to support a mixture of 10G, 40G and 100G channels on the same fiber pair.


Matthias Baldermann, CTO of 3 Austria said: “Due to the rapid growth in 3G mobile broadband we are facing new challenges for our data network. Additionally, the introduction of LTE will increase the need for capacity. With Alcatel-Lucent’s help we will now have the most powerful data transport network in Austria, which will play an important role in maintaining our position as the leading provider of mobile data services. Also, because we are able to add these new capabilities to our existing network, we are able to move quickly to expand our services offerings without incurring a huge expense.�?http://www.alcatel-lucent.com

Clearwire Ends 2011 with 10.4 Million Users

Clearwire reported preliminary Q4 2011 revenues of approximately $362 million, representing a more than doubling of revenues from the prior year's fourth quarter. Retail revenues are estimated to be approximately $198 million and wholesale revenues are estimated to be approximately $164 million for the period, representing 1% and 20% sequential growth, respectively, over third quarter 2011 retail and wholesale revenues.


Clearwire added approximately 900,000 net wholesale subscribers in Q4 2011, resulting in approximately 9.1 million ending wholesale subscribers, or 11% growth over third quarter 2011 ending wholesale subscribers. Combined with approximately 1.3 million retail subscribers at the end of the year, the company expects total subscribers at December 31, 2011 to be approximately 10.4 million, representing approximately 140% year over year growth. These results reflect 2.9% wholesale churn and 3.9% retail churn in fourth quarter 2011.


Fourth quarter 2011 aggregate usage by wholesale customers increased approximately 22% compared to third quarter 2011, driven primarily by growth in aggregate smartphone usage, which increased approximately 30% over the same period. Total 4G network usage by wholesale and retail customers increased 165% during 2011.


In addition, Clearwire announced the pricing of an offering of $300.0 million aggregate principal amount 14.75% first-priority senior secured notes due 2016 at an issue price of 100%).
http://www.clearwire.com