An update from the Telecom Infra Project (TIP)

To mark its fourth anniversary, the Telecom Infra Project (TIP) provided the following update on its activities: 1. Global expansion of TIP activities, progressing solutions such as OpenRAN, Disaggregated Cell Site Gateways (DCSG) and Cassini into a growing number of deployments and field trials. Specifically, Vodafone has now launched trials in Mozambique and the Democratic Republic of the Congo as anticipated, and is progressing with trials in...

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U.S. Senate passes "rip and replace" bill

The U.S. Senate voted unanimously to approve a "rip and replace" bill to drive the rapid replacement of telecom gear deemed to be a national security threat, namely Huawei and ZTE. The House already passed similar legislation in December. Up to $1 billion would be made available through the FCC to help smaller telecom operators comply with the new requirements. President Trump is expected to sign the bill into law...

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GSMA leads Telco Edge Cloud initiative

GSMA is leading an industry effort to develop Telco Edge Cloud capabilities. The platform to be developed in 2020, will make local operator assets and capabilities, such as latency, compute and storage available to application developers and software vendors enabling them to fulfill the needs of enterprise clients. China Unicom, Deutsche Telekom, EE, KDDI, Orange, Singtel, SK Telecom, Telefonica and TIM are backing the initiative. Objectives of...

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Company withdrawal notices for OFC

Acacia Communications, Infinera, OFS, and Viavi Solutions all confirmed their withdrawals from OFC 2020 due to the coronavirus situation. Previously, Ciena and Lumentum announced cancellations from the event. "We have made the difficult decision to cancel our participation in OFC," said Raj Shanmugaraj, President and Chief Executive Officer. “We are disappointed we cannot participate as we were looking forward to showcasing our 400ZR, OpenZR+ and...

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NeoPhotonics posts revenue of $103.4 million, up 13%

NeoPhotonics reported Q4 2019 revenue of $103.4 million, up 12% quarter-over-quarter and 13% year-over-year. Gross margin was 30.2%, up from 28.4% in the prior quarter. Revenue in 2019 was $356.8 million, compared to $322.5 million in 2018 “Our strong revenue and gross margin expansion throughout the year was a result of our leadership in high speed products, serving the largest players in the industry in DCI and the transition of Cloud and hyper-scale...

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VMware revenues rise 11% yoy

VMware reported revenue of $3.07 billion for the fourth quarter of its fiscal 2020, an increase of 11% from the fourth quarter of fiscal 2019. GAAP net income for the fourth quarter was $321 million, or $0.76 per diluted share, compared to $496 million, or $1.17 per diluted share, for the fourth quarter of fiscal 2019. Non-GAAP net income for the fourth quarter was $868 million, or $2.05 per diluted share, up 9%. The combination of subscription...

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Lufthansa Technik deploys private 5G with Nokia

Lufthansa Technik, the leading provider of technical aircraft services, deployed a 5G industrial-grade private wireless network to accelerate a project that enables remote engine parts inspection for its civil aviation customers. The "Virtual Table Inspection" proof of concept project leverages the 5G netork to remove the need for customers to physically attend servicing by providing seamless video access to the engine overhaul shop floor. Nokia...

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Applied Optoelectronics delivers revenue of $49 million

Applied Optoelectronics reported Q4 2019 revenue of $48.7 million, compared with $58.0 million in the fourth quarter of 2018 and $46.1 million in the third quarter of 2019. GAAP gross margin was 23.3%, compared with 18.2% in the fourth quarter of 2018. GAAP net loss was $35.4 million, or $1.76 per basic share, compared with net loss of $8.6 million, or $0.43 per basic share in the fourth quarter of 2018, and a net loss of $8.8 million, or $0.44...

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