Thursday, August 27, 2020

Perspective: 3 Ways COVID will shape our networks for years to come

by Julius Francis, Juniper Networks

 The COVID-19 pandemic shifted our physical world into a virtual one nearly overnight, and every day we are reminded of the critical role the network plays in maintaining continuity in our lives. In today’s hyperconnected world, where a strong internet connection is your lifeline to the world outside, the importance of the network has never been clearer. As enterprises continue to double on efforts to manage a remote workforce, service providers are being tasked with the enormous burden of delivering real-time computing of peak traffic levels and also a positive experience for the end-user.

This traffic isn’t just occurring in random spikes, but sustained plateaus, meaning the onus is on service providers to ensure they’re investing in network architectures to ensure they’re able to pass this pressure test. And while it’s likely that traffic patterns will return to normal once we emerge from the current situation, the pandemic will spur long term changes in terms of how networks are built and managed moving forward.

Digital Transformation Must Also Apply to the Network

Legacy systems and processes proved to be a major impediment to business continuity when we first shifted to remote work. As it stands, so much of IT process and knowledge is simply kept in people’s minds and shared only among a handful of individuals within a company rather than being tracked in a formalized process. Unfortunately, that is no longer acceptable in this new world of remote work. There’s been a lot of chatter about how COVID has made digital transformation a business imperative, and that also applies to network management. And while networks aren’t top of mind when investing in digital transformation, delivering seamless connectivity cannot be an afterthought as it’s more important now than ever in our lifetimes.

 The rapid disruption in business and IT continuity has forced service providers to audit their processes and overall approaches to network management, revealing the need for more autonomous operations and highly agile networks. Because networks were never designed or prepared for the rigors of fully digital operations, service providers should take this as an opportunity to overhaul and optimize each end of the network with automated operations and intelligent monitoring tools.

AI and Machine Learning Can’t Be an Afterthought

This is a watershed moment for companies to become more data-driven. While data-driven networking has been happening for quite some time, the current situation is accelerating this shift. And with this heightened emphasis on data, we can expect AI, automation, and machine learning technologies to take on an even greater role in service provider network management.

 For example, since the shift to remote work, AI has proven to be an important tool for service providers to analyze data and proactively identify network issues before they reach the end-user. Service providers can also overhaul operations with automation to make networks ‘zero-touch’ and deliver an uninterrupted experience for end-users by identifying problems before they begin the disrupt connectivity.

 Shifting to End-to-End Network Security

The pandemic has proven that bad actors will take advantage of any crisis for their own gain. That’s why it’s more important than ever for service providers to deploy automation technologies that work faster and more efficiently than humans to secure thousands of endpoints across the network. After all, for service provider networks, security must be ingrained everywhere – in the protocols, the systems, the elements, the provisioning, and in the business surrounding the network – to ensure each point of entry is secure.

 To do this, service providers must take a holistic, end-to-end security approach, layering on encryption and automation, to ensure that networks are protected all the way through.

A Future Centered Around Innovation

Rather than hunkering down to uphold the status quo, service providers should be looking ahead and using this crisis to improve their network architectures and prepare for the next unpredictable problem. For many, preparing for the unknown means finally embracing the shift to Cloud, 5G, and AI-driven networks – real business value can be derived when service providers deploy all three of these technologies collectively.

While each provider’s transformation journey into the new era of cloud, 5G and AI is different, success with all three hinges on investments in network architecture, operational economics, and services. This approach will usher in the next generation of services in this highly uncertain time – delivering massive speeds, deploying autonomous operations to manage huge data sets and keeping networks secure end-to-end. Together, cloud, 5G, and AI will enable a quantum leap forward in scale and performance.

Julius Francis is Senior Director of Product Marketing at Juniper Networks. 

5G Future Forum releases Multi-access Edge Computing specs

The 5G Future Forum released abstracts of its first technical specifications. There are two major sets:


  • The “MEC Experience Management” technical specification defines a set of intent-based APIs for functional exposure of edge and workload discovery with potential expansion to include future MEC functions and capabilities which are driven by network intelligence
  • The “MEC Deployment” technical specification defines the set of specifications to enable hyperscalers and service providers to deploy and integrate global MEC physical frameworks, including facilities (e.g. power and cooling), monitoring, operational considerations, and security.

Abstracts of the specifications are posted on The 5G Forum website.

The technical specifications are the first outputs from the technical workstream of The 5G Future Forum, which was established in January 2020 by América Móvil, KT Corp., Rogers, Telstra, Verizon, and Vodafone. The specifications are seen as a major step forward in enabling global interoperability for 5G and Multi-access Edge Computing (MEC) deployment to deliver efficient and innovative services to end customers. 

“The 5G Future Forum was set up to unlock the full potential of 5G and MEC applications and solutions around the globe,” said Rima Qureshi, chief strategy officer, Verizon. “5G is a key enabler of the next industrial revolution, where technology should transform how we live and work through applications including machine learning, autonomous industrial equipment, smart cars and cities, Internet of Things (IoT) and augmented and virtual reality. The release of these first specifications marks a major step forward in helping companies around the world create a seamless global experience for their customers.”

“We are in the right direction to bring more innovation to our customers and start delivering new 5G services, which should increase the quality and enhance the user experience through the adoption of MEC”, said Daniel Hajj, América Móvil CEO, “We are pleased with this first achievement from the 5GFF Members to build the future for the 5G deployment.”

“The release of the first specification and whitepaper of 5G Future Forum ushers in a practical approach to put MEC solutions into the market. With this groundwork firmly in place,the 5GFF partnership should continue to further motivate rich 5G innovations in the MEC space where state-of-the-art technologies like AI and AR/VR are to be seamlessly integrated for more competitive services,” said Dr. Hongbeom Jeon, chief DX officer, KT Corp.

Verizon now has 840 MW of renewable energy contracts

Verizon announced the signing of four more long-term renewable energy purchase agreements (REPAs) totaling more than 450 megawatts (MW) of renewable energy capacity. These are:

  • Verizon entered into two REPAs with Brookfield Renewable for an aggregate of up to 160 MW of capacity at two wind energy facilities that are being repowered. The wind energy facilities are located in New York where Verizon has significant energy usage, and the repowered facilities are expected to be fully operational in 2021. The agreements have 12-year terms and generally are expected to be financially settled.
  • Verizon also entered into two REPAs with First Solar for an aggregate of up to 296 MW of capacity from two solar facilities that are under development in the PJM Interconnection regional market and that First Solar intends to power using its lowest carbon footprint solar modules. The agreements with First Solar have 15-year terms from the commencement of each facility's entry into commercial operations, which is expected to occur in late 2022. The agreements are generally expected to be financially settled.

“In 2019 Verizon issued a $1 billion green bond to help fund the company’s sustainability efforts, including our initiative to source or generate renewable energy equivalent to at least 50% of our total annual electricity consumption by 2025,” said James Gowen, Verizon’s chief sustainability officer and vice president, supply chain operations. “Bringing this additional renewable energy to the grids where Verizon consumes energy is an important step towards meeting this commitment.”


Verizon reaffirms committment to be carbon neutral by 2035

Verizon restated its commitment to being carbon neutral in its operations by 2035

The company said it plans to achieve this goal through a combination of reducing emissions and investing in renewable energy and carbon offsets. The company is also working toward sourcing or generating renewable energy equivalent to 50 percent of its total annual electricity consumption by 2025, through on- and off-site renewable investments.

Additionally, Verizon has pledged to set a Science-Based emissions reduction Target (SBT) by September 2021 to further its commitment to emissions reductions in line with the Paris Agreement.


FCC grants OneWeb permission for 2,000 satellite constellation

The FCC granted OneWeb with market access in the 37.5-42 GHz (space-to-Earth), 47.2-50.2 GHz (Earth-to-space), and 50.4-51.4 GHz (Earth-to-space) frequency bands, subject to sharing conditions and other requirements, for a proposed 2,000-satellite non-geostationary-satellite orbit (NGSO) broadband constellation.

OneWeb proposes to add a V-band payload to the 720 satellite Ku/Ka-band constellation previously approved by the Commission and proposes 1,280 additional V-band satellites operating at a nominal altitude of 8,500 km.  The OneWeb constellation will be authorized by the United Kingdom.

One condition of the grant is that OneWeb must submit a plan within six months for decommissioning and debris mitigation for its MEO satellites.

  • In July 2020, the UK government (through the Secretary of State for Business, Energy and Industrial Strategy) and Bharti Global Limited were confirmed as buyers of the OneWeb business through a court-supervised sales process. The deal is aimed at ensuring sufficient funding for the deployment of the OneWeb system. Bharti Airtel, is the third largest mobile operator in the world, with over 425 million customers. Bharti Airtel has its own extensive mobile broadband networks and enterprise business, which will act as the testing ground for all OneWeb products, services, and applications. Bharti will contribute significant contract value to OneWeb through its presence across South Asia and Sub-Saharan Africa, where the terrain necessitates the use of satellite-based connectivity, providing a near-term anchor customer for large-scale global deployment of OneWeb’s services. 
https://www.fcc.gov/document/fcc-grants-oneweb-us-market-access-expanded-ngso-constellation


OneWeb looks to increase its constellation up to 48,000 satellites

OneWeb, which filed for Chapter 11 bankruptcy protection in March, is now asking the FCC for permission to increase the size of its planned constellation up to 48,000 LEO satellites.

OneWeb said a larger constellation will allow for greater flexibility to meet soaring global connectivity demands.

To date, OneWeb has successfully launched 74 satellites and developed a significant portion of its ground network.

In August 2019, OneWeb met the requirements of the International Telecommunications Union (ITU) and succeeded in bringing into use its global priority spectrum rights in the Ku- and Ka-band.

Adrian Steckel, CEO of OneWeb said: "We have always believed that LEO satellites must be part of converged broadband network strategies to enable forward-thinking governments and businesses to deliver much-needed reliable connectivity, create more pathways to 5G and connect to the IoT future everywhere on earth. This significant increase in the size of the OneWeb constellation enables long-term flexibility and ensures we will be ready for the demand, future growth, and technology changes to come."

OneWeb files for Chapter 11

OneWeb filed for Chapter 11 bankruptcy protection in a federal court in New York. The company said uncertainty due to the COVID-19 crisis derailed advanced negotiations might have fully funded the company through its deployment and commercial launch.

OneWeb said it intends to use these proceedings to pursue a sale of its business in order to maximize the value of the company.

So far, OneWeb has launched 74 satellites as part of its constellation, secured valuable global spectrum, begun development on a range of user terminals for a variety of customer markets, has half of its 44 ground stations completed or in development, and performed successful demonstrations of its system with broadband speeds in excess of 400 Mbps and latency of 32 ms. In addition, OneWeb’s commercial team has seen significant early global demand for OneWeb’s high-speed, low-latency connectivity services from governments and leaders in the automotive, maritime, enterprise, and aviation industries.

The Internet encompasses 370.1 million domain names, up 1% yoy

As of the end of Q2 2020, the Internet encompassed 370.1 million domain name registrations across all top-level domains (TLDs), according to Verisign's Domain Name Industry Brief. This marks an increase of 3.3 million domain name registrations, or 0.9 percent, compared to the first quarter of 2020. Domain name registrations have grown by 15.3 million, or 4.3 percent, year over year.

Some additional highlights:

  • The .com and .net TLDs had a combined total of 162.1 million domain name registrations in the domain name base3 at the end of the second quarter of 2020, an increase of 1.4 million domain name registrations, or 0.9 percent, compared to the first quarter of 2020. 
  • The .com and .net TLDs had a combined increase of 6.0 million domain name registrations, or 3.8 percent, year over year. 
  • As of June 30, 2020, the .com domain name base totaled 148.7 million domain name registrations, and the .net domain name base totaled 13.4 million domain name registrations.
  • New .com and .net domain name registrations totaled 11.1 million at the end of the second quarter of 2020, compared to 10.3 million domain name registrations at the end of the second quarter of 2019.

Nutanix posts revenue of $327.9M, up 9% yoy, Bain invests $750M

Nutanix reported revenue of $327.9 million for its fourth quarter of fiscal 2020, up 9% year-over-year from $299.9 million in the fourth quarter of fiscal 2019. GAAP gross margin was 79.6%, up from 77.0% in the fourth quarter of fiscal 2019. There was a GAAP net loss of $185.3 million, compared to a GAAP net loss of $194.3 million in the fourth quarter of fiscal 2019; Non-GAAP net loss was $79.0 million, compared to a non-GAAP net loss of $105.8 million in the fourth quarter of fiscal 2019.

  • Expanded Customer Base: Nutanix ended the fourth quarter of fiscal 2020 with 17,360 end-customers. 
  • During the quarter, the company launched Nutanix Hybrid Cloud Infrastructure on Amazon Web Services: 
  • Reached 88 Percent of Billings from Subscription: Nutanix continued its transition to a subscription-based business model, with subscription billings up 29% year-over-year to $341 million, representing 88% of total billings, and subscription revenue up 46% year-over-year to $285 million, representing 87% of total revenue.


“I am thrilled to report strong results to close the year, a performance all the more impressive given the uncertainty of the global market environment we are facing today,” said Dheeraj Pandey, Chairman, Co-Founder and CEO of Nutanix. “We have demonstrated growth in the midst of a pandemic and have now generated $1.6 billion in annual billings. In addition, the $750 million investment from Bain Capital Private Equity validates the market opportunity in front of us and positions us well with enhanced financial flexibility and resources to further scale, gain share and remain at the forefront of innovation in our industry. The strategic value of IT is clear as customers increasingly value our software and solutions in a rapidly changing work environment. Our biggest product news of the quarter was launching our solution on bare metal with AWS, creating a new type of HCI: hybrid cloud infrastructure.”

Nutanix also announced that Bain Capital Private Equity will make an investment of $750 million in convertible notes. Nutanix plans to use the investment to support the company’s growth initiatives.


VMware posts Q2 revenue of $2.88 billion, up 9% yoy

VMware reported Q2 revenue of $2.88 billion, an increase of 9% from the second quarter of fiscal 2020. GAAP net income for the second quarter was $447 million, or $1.06 per diluted share, compared to $5.30 billion1, or $12.47 per diluted share, for the second quarter of fiscal 2020. Non-GAAP net income for the second quarter was $766 million, or $1.81 per diluted share, up 18% per diluted share compared to $650 million, or $1.53 per diluted share, for the second quarter of fiscal 2020.

“In light of these uncertain times, we delivered solid execution and financial performance in Q2 FY21,” said Pat Gelsinger, VMware CEO. “With our Any Cloud, Any Application, Any Device strategy, we are helping customers solve their hardest technology challenges and meet and exceed their business objectives.”

“Our performance in Q2 reflected strength in our Subscription and SaaS product offerings, which grew 44% year-over-year,” said Zane Rowe, executive vice president and CFO, VMware. “We plan to accelerate certain product initiatives through the remainder of the year, which will further support customers’ digital transformations and grow our Subscription and SaaS product offerings.”



  • The combination of subscription and SaaS and license revenue was $1.35 billion, an increase of 11% from the second quarter of fiscal 2020.
  • Subscription and SaaS revenue for the second quarter was $631 million, an increase of 44% year-over-year, representing 22% of total revenue.
  • The combination of subscription and SaaS and license revenue plus sequential change in unearned subscription and SaaS and license revenue grew 12% year-over-year.
  • VMware made available the second generation of VMware Cloud on Dell EMC, a VMware service that delivers simple, more secure and scalable infrastructure as-a-service to customers’ on-premises data center and edge locations.
  • Google Cloud announced the general availability of Google Cloud VMware Engine, an integrated first-party offering with end-to-end support to migrate and run the VMware environment in Google Cloud.
  • Microsoft previewed the next generation of Azure VMware Solution, a first-party solution designed, built and supported by Microsoft and endorsed by VMware.
  • VMware announced new capabilities designed to further improve the economic value of VMware Cloud on AWS while meeting an evolving set of requirements for application modernization, business continuity and resiliency, and cloud migration.
  • Oracle unveiled worldwide availability of Oracle Cloud VMware Solution, a dedicated, cloud-native VMware-based environment that enables enterprises to easily move their production VMware workloads to Oracle Cloud Infrastructure.
  • DISH has chosen VMware Telco Cloud to help deploy the world’s first 5G, cloud-native Open Radio Access Network. The platform will help bring to life the first network in the U.S. to combine the efficiency of the distributed telco cloud, public cloud and private cloud environments while delivering consistent, low-latency edge computing.
  • Intel and VMware announced they are collaborating on an integrated software platform for virtualized Radio Access Networks to accelerate the rollout of both existing LTE and future 5G networks.

Dheeraj Pandey, co-founder and CEO of Nutanix, to step down

Dheeraj Pandey announced plans to retire as CEO of Nutanix upon the selection and appointment of the company’s next CEO.

“Co-founding and leading Nutanix for the last 11 years has been the single most rewarding experience of my professional career. Guided by a vision of making IT infrastructure so simple that it becomes invisible, our team has built Nutanix into a leader in cloud software and a pioneer in hybrid cloud infrastructure solutions,” said Pandey. “With our strong fourth quarter financial results, 29 percent growth in year-over-year run-rate ACV, a delightful software stack, and our recent launch of Nutanix Clusters on AWS bare metal, Nutanix is well positioned for the future. In addition, the $750 million investment from Bain Capital Private Equity announced today underscores the strength of our business and ensures a strong financial foundation to capitalize on the significant opportunities ahead. I am confident there is no better time for me to make this transition to a new leader who can guide Nutanix through its next decade of growth and success.”

“Silicon Valley’s history is filled with storied founders and legendary visionaries and Dheeraj Pandey has earned a place among them,” said Ravi Mhatre, Lead Independent Director. “On behalf of the entire Board, I thank Dheeraj for his vision and invaluable contributions, which have enabled Nutanix to grow from a simple idea to the market leader and successful company it is today. We support his decision to begin another chapter and deeply appreciate that he will continue to lead the management team until a successor has been appointed.”