Thursday, October 31, 2019

China Mobile launches 5G in 50 cities

China Mobile officially launched its 5G commercial service in 50 cities across the country. China Mobile has deployed 40,000 5G base stations in the first batch of 50 key cities.  5G network construction is underway in more than 300 cities across the country. The carrier is offering a number of 5G subscriptions starting with a Personal Plan priced at RMB 128 per month (~US$18). Family plans and business plans are also available. Downlink speed...

China Telecom launches 5G in 50 cities

China Telecom officially switched on commercial 5G service in 50 cities. In the early stage of commercial use, China Telecom said its 5G network covers the main downtown areas and hotspots of each city. Its network footprint will expand over time. China Telecom emphasized its focus on the user experience, with its commitment to accelerate the pace of 5G network construction, improve the strategic layout of 5G industry, and enrich 5G applications...

China Unicom launches 5G in 50 cities

China Unicom announced commercial activation of 5G services in 50 major cities across the country. Service tiers begin at RM 129 (~US$18), and data allowances range from 30GB to 300GB per month. More than ten 5G smartphones are offered. http://www.chinaunicom.com/news/201910/1572568962264083103.html China Telecom and China Unicom reach 5G sharing deal in 15 cities Monday, September 09, 2019  China, China Telecom, China...

AWS to Open Data Centers in Spain

Amazon Web Services (AWS) will open an infrastructure region in Spain in late 2022 or early 2023.. The new AWS Europe (Spain) Region will consist of three Availability Zones at launch, and will be AWS’s seventh region in Europe, joining existing regions in Dublin, Frankfurt, London, Paris, Stockholm, and the upcoming Milan region launching in early 2020. Currently, AWS provides 69 Availability Zones across 22 infrastructure regions worldwide. With...

Arista posts Q3 sales of $654M, up 16%, warns on cloud titans

Arista Networks reported Q3 2019 revenue of $654.4 million, an increase of 7.6% compared to the second quarter of 2019, and an increase of 16.2% from the third quarter of 2018. GAAP gross margin was 63.8%, compared to GAAP gross margin of 64.1% in the second quarter of 2019 and 64.2% in the third quarter of 2018. GAAP net income of $208.9 million, or $2.59 per diluted share, compared to GAAP net income of $168.5 million, or $2.08 per diluted share...

NeoPhotonics posts Q3 sales of $92.4M, up 13%

NeoPhotonics reported Q3 2019 revenue of $92.4 million, up 13% quarter-over-quarter and up 13% year-over-year. Gross margin was 28.4%, up from 19.2% in the prior quarter. Diluted net earnings per share was $0.05, up from a net loss of $0.16 per share in the prior quarter. “Solid execution, strong customer demand, and cost reduction combined for a profitable quarter for NeoPhotonics,” said Tim Jenks, Chairman and CEO of NeoPhotonics. “Despite the...

NETSCOUT sales dip to $224M

NETSCOUT reported quarterly revenue (GAAP) of $216.4 million, compared with $223.8 million in the same quarter one year ago. There was a net loss (GAAP) of $17.5 million, or $0.23 per share (diluted) versus net loss (GAAP) of $26.4 million, or $0.34 per share (diluted), for the second quarter of fiscal year 2019. On a non-GAAP basis, net income was $21.4 million, or $0.28 per share (diluted), which compares with $20.0 million, or $0.25 per share...

Wednesday, October 30, 2019

Next-Gen Network Automation - ONAP advances with 5G blueprints

Arpit Joshipura, GM Networking & Orchestration + Edge/IOT for The Linux Foundation, discusses ONAP's recent release, Dublin, and how the LF's new blueprints help operators deploy network automation at scale in production. https://nginfrastructure.com/network-automation/ ...

Digital Realty + Interxion merger brings scale and interconnectivity

Digital Realty and Interxion agreed to a merger that would create a global provider of data center, colocation and interconnection solutions.  Under the deal, Interxion shareholders will receive a fixed exchange ratio of 0.7067 Digital Realty shares per Interxion share.  The transaction values Interxion at approximately $93.48 per ordinary share or approximately $8.4 billion of total enterprise value, including assumed net debt. Interxion's...

Innovative Optical and Wireless Network Forum launched by NTT

NTT, Intel and Sony are joining forces to create a new Innovative Optical and Wireless Network (IOWN) Global Forum, which aims to accelerate the adoption of new communications infrastructure. The goal is to will bring together an all-photonic network including silicon photonics, edge computing, and distributed connected computing, along with wireless access.. IOWN will develop new technologies, frameworks, specifications and reference designs, in...

Intel posts record revenue of $19.2B driven by data-centric business

Intel reported Q3 2019 revenue of $19.2 billion, which is $1.2 billion higher than guidance issued in July, and an all-time quarterly record. Intel said the performance was driven by record data-centric revenue, which were up 6 percent YoY. PC-centric revenue was in-line with expectations, down 5 percent compared to last year. GAAP EPS of $1.35 declined 2 percent YoY; non-GAAP EPS of $1.42 was up 1 percent. The company raised its full-year revenue...

Aligned Energy expands colo data center campus in Salt Lake City

Aligned Energy is expanding its Salt Lake Metro data center campus, breaking ground on a second facility in West Jordan, Utah. The expansion is driven by the addition of a new anchor customer as well as demand for adaptable, scalable data center infrastructure in the Western technology hub. Building on Aligned’s existing 34 MW, 300,000 sq. ft. West Jordan data center, the adjacent new 240,000-sq.-ft. facility will add 48 MW of capacity. At full...

Equinix announces sales of $1.397B, up 9% yoy

Equinix reported Q3 2019 revenues of $1.397 billion, up 9% year-over-year, which includes $8 million of negative foreign currency impact when compared to prior guidance rates. GAAP net income amounted to $121 million, a 16% decrease from the previous quarter including a $16 million increased income tax expense attributable to FX hedge gains. Charles Meyers, President and CEO, Equinix, stated: “We had another great quarter, building on our market...

Rambus GDDR6 Memory PHY hits 18 Gbps

The newest Rambus GDDR6 Memory PHY has achieved industry-leading 18 Gbps peak performance, roughly four-to-five times faster than current DDR4 solutions. The Rambus GDDR6 PHY pairs with the companion GDDR6 memory controller from the recent acquisition of Northwest Logic to provide a complete and optimized memory subsystem solution. “Memory bandwidth poses a significant obstacle for designers working on performance-intensive applications such...

Inphi posts record revenue of $94 million, up 21% yoy

Inphi Corporation reported record revenue of $94.2 million for Q3 2019, up 20.8% year-over-year, compared with $78.0 million in the third quarter of 2018. The increase was due to higher demand for long haul, metro and datacenter products. Gross margin under GAAP in the third quarter of 2019 was 57.8%, compared with 55.7% in the third quarter of 2018. The increase was mainly due to product and revenue mix. GAAP operating loss in the third quarter...

Twilio posts Q3 revenue of $295m, up 75% yoy

Twilio reported Q3 2019 revenue of $295.1 million, up 75% from the third quarter of 2018 and 7% sequentially from the second quarter of 2019 (including revenue from Twilio SendGrid, which was acquired in February). Base revenue was $275.5 million, up 79% from the third quarter of 2018 and 7% sequentially. There was a GAAP net loss of $0.64. Non-GAAP net income was $0.03 per share. Key Metrics and Recent Business Highlights 172,092 Active Customer...

ADTRAN posts Q3 results, cites dip in shipments 2 international customers

ADTRAN reported Q3 2019 revenue of $114.1 million compared to $140.3 million for the third quarter of 2018. Net income was a net loss of $46.1 million compared to net income of $7.6 million for the third quarter of 2018. Earnings per share was a loss of $0.96 per share compared to earnings per share, assuming dilution, of $0.16 for the third quarter of 2018. Non-GAAP net income was a net loss of $2.8 million compared to non-GAAP net income of $9.9...

Western Digital's CEO announces retirement

Steve Milligan, chief executive officer and a member of the Western Digital Board of Directors, announced plans to retire. A search is underway for a successor. “On behalf of the Board, I want to thank Steve for his significant contributions and dedicated years of service to Western Digital,” said Matthew Massengill, chairman of the Board. “Since his appointment as CEO in 2013, Steve has led Western Digital’s transformation from a storage component...

Tuesday, October 29, 2019

Next Gen Network Automation - AI inside China Mobile

AI is key for next-gen network transformation. Dr. Junlan Feng, General Manager of the AI and Intelligent Operation R&D Center & Chief Scientist at China Mobile, discusses the significance of AI and how AI coupled with automation is key to future networks. https://nginfrastructure.com/network-automation/ ...

Telia Carrier adds Ashburn-Atlanta DWDM route

Telia Carrier announced a new latency-optimized DWDM route between its existing infrastructure in Ashburn, Virginia, and Atlanta, Georgia, via Chattanooga, Tennessee. Telia Carrier said the resiliency offered with the new route is unique in this region and provides three North/South options available to Telia Carrier customers along the East Coast, ensuring high availability. Telia Carrier has also invested in metro network rings to provide seamless...

Telia Carrier opens terabit scale PoP at NJFX

Telia Carrier has deployed a new network Point-of-Presence (PoP) delivering multi-terabit capacity at the NJFX Cable Landing Station (CLS) colocation campus. The new network infrastructure provides resilient network options for customers wanting diverse connectivity throughout North America. In addition, Telia Carrier’s extensive network in Europe enables seamless reach and unique diversity to connect from the cable landing point to extended destinations...

GTT upgrades European backbone routes with Infinera

GTT Communications has upgraded its fiber network across several of its European route to enhance the capacity and performance of its Tier 1 global IP network. Specifically, GTT has upgraded routes that connect network points of presence in London, Amsterdam, Frankfurt and Paris, including the subsea link between the United Kingdom and The Netherlands, along with an additional route in southern Europe that connects Madrid and Marseille. GTT has...

EllaLink and Telxius collaborate on Brazil-Portugal subsea cable

The EllaLink Group and Telxius signed a collaboration agreement for international subsea capacity and terrestrial connectivity in Latin America, including cable landing facilities in Fortaleza, Brazil. The complementary infrastructure owned by EllaLink and Telxius will enable European traffic to reach Rio de Janeiro, São Paulo and other key cities in Brazil and across Latin America. EllaLink is an open state-of-the-art 4 fiber pair submarine cable...

F5 Networks supplies NFV for Rakuten Mobile

F5 Networks confirmed that it is supporting Rakuten Mobile's fully virtualized, cloud-native mobile network. Specifically, Rakuten Mobile is using F5’s network functions virtualization (NFV) capabilities to optimize its new mobile network and accelerate its path to 5G services in 2020. F5 said it has provided a full-suite N6/SGi-LAN solution consisting of virtualized CGNAT, SGi Firewall, DNS Transparent Cache, and IP Traffic Optimization Functions...