Dell'Oro: 5-year telecom equipment/services to grow at 1% CAGR

Dell'Oro is predicting the overall telecom equipment and services market to grow at a 1% CAGR through 2023, growing from $121 billion in 2018 to $129 billion by 2023. Some highlights from Dell'Oro: In order to cope with mobile data traffic that continues to grow at an unabated pace and flattish revenue trends, operators are balancing their investments carefully between the supply side related challenges and the opportunities from a demand perspective....

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Huawei offers optimistic view on top tech trends for 2025

Huawei published a whitepaper identifying top trends up until 2025, including 5G coverage, AI deployment, home robot adoption, and smart assistant use rates. The 10 trends and examples of GIV’s key predictions for 2025 are as follows: 1. Living with Bots: Advances in material science, perceptual AI, and network technologies are powering the uptake of robotics in a variety of home and personal scenarios. GIV predicts a 14% global penetration rate...

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Singtel revenue stable despite lower ARPU and impact of Airtel India

Singtel posted revenue of S$4.11 billion for the quarter ended 30-June-2019, up 2% in constant currency, on growth in Consumer Australia and the Group’s digital businesses which continued to scale. Net profit was S$541 million for the first quarter, down 35% largely due to Airtel’s losses and higher depreciation and amortisation costs in network and spectrum across the Group. Excluding Airtel, however, net profit was down 3%. Ms Chua Sock Koong,...

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Global Cloud Xchange negotiates with bondholders

Global Cloud Xchange (GCX), a subsidiary of Reliance Communications and owner/operator of a global, undersea cable system, announced a two-week forbearance agreement with 87% of its bondholders. GCX said the bondholders have committed not to take action for a minimum period of two weeks with the possibility of extending the agreement for an additional two weeks, assuming GCX continues to progress in its negotiations.  The forbearance agreement...

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AOI sees early signs of recovery from hyperscale operators

On August 7, Applied Optoelectronics reported Q2 2019 revenue of $43.4 million, compared with $87.8 million in the second quarter of 2018 and $52.7 million in the first quarter of 2019. There was a GAAP net loss of $11.4 million, or $0.57 per basic share, compared with net income of $8.0 million, or $0.40 per diluted share in the second quarter of 2018, and a net loss of $10.5 million, or $0.53 per basic share in the first quarter of 2019. Non-GAAP...

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FCC Chairman Pai: Current RF exposure limits are good

FCC chairman Ajit Pai is proposing to maintain current RF exposure safety limits, saying the United States’ RF exposure limits for handheld devices are already among the most stringent in the world. Pai's proposal would also establish a uniform set of guidelines for ensuring compliance with the limits regardless of the service or technology, replacing the Commission’s current inconsistent patchwork of service-specific rules. “The FCC sets radiofrequency...

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DOCOMO invests in WSC Sports for AI-powered analytics

NTT DOCOMO Ventures has made an equity investment in W.S.C. Sports Technologies Ltd., a startup based in Israel that provides a platform capable of automatically creating sports video highlights in near real-time by utilizing AI and machine learning technologies to distribute to all sorts of digital media. Financial terms were not disclosed. WSC Sports’ AI platform analyzes audio, video and data in a live broadcast and not only identifies each...

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Dell'Oro: 100 Gbps port shipments to peak in 2020

400 Gbps shipments are forecast to surpass 15 M switch ports by 2023, according to a recently published report by Dell’Oro Group. 100 Gbps port shipments are expected to peak in 2020, but still comprise more than 30 percent of data center switch ports during the next five years. “The first wave of 400 Gbps switch systems based on 12.8 Tbps chips were introduced in the market in the second half of 2018,”said Sameh Boujelbene, Senior Director at Dell’Oro...

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Huawei plans 5G factory in Brazil

Huawei has agreed to build a factory in Brazil to produce 5G base stations and other networking products. The factory, which represents an investment of US$800 million, is expected to open by 2021 in the state of Sao Paolo. The deal was confirmed by the Governor of Sao Paolo, João Doria, during an official visit to China. #MissãoChina🇨🇳 #GovernoSP🇧🇷 #Inovação #MaisDesenvolvimento #MaisEmpregos https://t.co/zzfcv13DE4 — João Doria (@jdoriajr)...

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CenturyLink to provide US Census Bureau with cloud connectivity at 40G and up

CenturyLink will provide secure cloud connectivity to the U.S. Census Bureau supporting the 2020 census. Under the contract, CenturyLink will help digitize the 2020 Census by providing the Census Bureau with Managed Trusted Internet Protocol Services (MTIPS) at speeds of 40 Gbps or higher. The Census Bureau task order runs from July 2019 until the end of December 2020 and was awarded via the General Services Administration's Networx Universal contract. CenturyLink...

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McAfee acquires NanoSec for container security

McAfee has acquired NanoSec, a start-up offering a multi-cloud, zero-trust application and security platform for containers. Financial terms were not disclosed. NanoSec developed a wrapper technology that works as an agent and runs on any flavor of Linux and many flavors of Windows OS. NanoSec also provides an agentless Container scanning and Config Audit (including CIS Benchmarks). The NanoSec Intelligent backend can be hosted by the customer on...

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