Saturday, July 31, 2021

Microchip announces network synchronization platform

Microchip Technology Inc. introduced a single-chip, highly integrated, low-power, multi-channel integrated circuit (IC) that can be coupled with the company’s IEEE 1588 Precision Time Protocol (PTP) and clock recovery algorithm software modules.“Our newest ZL3073x/63x/64x network synchronization platform implements sophisticated measure, calibrate and tune capabilities, thereby significantly reducing network equipment time error to meet the most...

Friday, July 30, 2021

T-Mobile US raises 2021 financial guidance

T-Mobile US reported Q2 revenues of $20.0 billion up 13% year-over-year. Service revenues amounted ti $14.5 billion up 10% year-over-year. Net income was $978 million, 8x more than last year, with diluted earnings per share of $0.78.Some highlights:Approximately 80% of Sprint customer traffic is now carried on the T-Mobile networkOne-third of Sprint customers have been moved to the T-Mobile networkNet customer additions of 1.4 million in Q2 2021...

Thursday, July 29, 2021

OIF's IA for High Bandwidth Coherent Driver Modulator -- 800G and up

OIF announced an Implementation Agreement (IA) for High Bandwidth Coherent Driver Modulator (HB-CDM) 2.0. This IA builds upon the HB-CDM 1.0 IA, released in November 2018, and leverages the same form factor.The HB-CDM 2.0 follows the integrated laser and coherent receiver standards from OIF in enabling next-generation compact, high-performance coherent networking solutions. Since OIF’s HB-CDM 1.0 was released for 64 Gigabaud (GBd), enabling 400Gbps...

What's next for fiber access?

GPON has been the leading fiber access for the last 15 years, but which 10G or beyond technology will prevail next. Robert Conger, ADTRAN's SVP Technology & Strategy, discusses the various PON options, including XGS-PON, Combo-PON and higher-speed alternatives.https://youtu.be/nHR7Keh6...

TPG Telecom picks Infinera’s ICE6 800G for Australia-Guam cable

 TPG Telecom selected Infinera for a major technology upgrade of its PPC-1 cable system connecting Australia and Guam, including connectivity to Papua New Guinea. It has two fiber pairs spanning approximately 7,000 kilometers, with 78 repeaters spaced approximately 92 kilometers apart. The submarine cable is a major gateway for North America and other Asia Pacific destinations.Using Infinera’s ICE6 800G solution, the project will boost data...

Fujitsu and HFR Networks enhance Smart xHaul for 5G transport

 Fujitsu Network Communications and HFR Networks introduced new and enhanced Smart xHaul solutions for 5G network transport. Enhancements include new  optics for the M6424 time sensitive networking (TSN) aggregation and transport switch — which is in use with a Tier 1 U.S. service provider as the lead customer — and the new M6208E TSN switch for hardened environments.The enhanced M6424 delivers up to 400G transport capacity with the new...

Red Hat and Nutanix enter strategic partnership

Red Hat and Nutanix announced a strategic partnership focused on building, scaling and managing cloud-native applications on-premises and in hybrid clouds. The collaboration brings together Red Hat OpenShift and Red Hat Enterprise Linux with Nutanix Cloud Platform, including Nutanix AOS and AHV.Key elements of the partnership include:Red Hat OpenShift as the preferred choice for enterprise full stack Kubernetes on Nutanix Cloud Platform. Customers...

Biden signs order on Cybersecurity for Critical Infrastructure

President Biden signed a National Security Memorandum (NSM) on “Improving Cybersecurity for Critical Infrastructure Control Systems”. There are two key parts:Directs the Department of Homeland Security’s Cybersecurity & Infrastructure Security Agency (CISA) and the Department of Commerce’s National Institute of Standards and Technology (NIST), in collaboration with other agencies, to develop cybersecurity performance goals for critical infrastructure....

Cyxtera begins trading on Nasdaq

Cyxtera, which operates more than 60 data centers around the world, completed its business combination with Starboard Value Acquisition Corp. The business combination, which was approved by SVAC’s stockholders at its special meeting held on July 28, 2021.Cyxtera said the public listing provides access to new capital sources to fuel growth, accelerate product and technology innovation, enhance its ability to quickly meet customer needs and support...

Xilinx reports record quarter despite supply chain issues

Xilinx posted Q2 sales of $879 million, representing 3% sequential growth and 21% annual growth, despite ongoing industry-wide supply chain challenges.Xilinx delivered another record quarter as the demand for our products remains robust, despite an unprecedented and challenging supply constrained environment,” said Victor Peng, Xilinx president and CEO. “Our stellar results were driven by strength across our diversified end markets. We continue to...

Hatif Libya picks Infinera for optical transport network

 Hatif Libya, a subsidiary of the Telecommunications Holding Company (LPTIC), selected selected Infinera to expand and develop Libya’s optical transport network. The multi-million USD project will provide access to internet and mobile services in areas not reached previously by the network and improve the quality and reliability of services for all customers.Hatif was established in 2008 for the purpose of operating and maintaining sovereign...

CoreSite posts Q2 revenue $162.1 million, up 7.7% yoy

CoreSite reported operating revenues of $162.1 million, an increase of 7.7% year over year and 2.8% sequentially. Net income was $0.59 per common diluted share, an increase of $0.07 year over year and $0.08 sequentially.During Q2, CoreSite commenced 133 new and expansion leases for 59,174 net rentable square feet, representing $8.4 million of annualized GAAP rent, for an average rate of $142 per NRSF. CoreSite also signed 112 new and expansion leases...

MACOM posts revenue of $153 million, up 11% yoy

MACOM reported revenue of $152.6 million for its third fiscal quarter, an increase of 11.2%, compared to $137.3 million in the previous year fiscal third quarter and an increase of 1.4% compared to $150.6 million in the prior fiscal quarter. Net income was $15.0 million, or $0.21 per diluted share, compared to net loss of $25.0 million, or $0.37 loss per diluted share, in the previous year fiscal third quarter and net income of $14.8 million, or...

Tuesday, July 27, 2021

Fiber Connect 2021 Highlights

With the United States on the brink of approving a broadband infrastructure investment plan potentially worth tens of billions of dollars, the fiber industry gathered this meet in Nashville, Tennessee for Fiber Connect 2021. The sold-out event attracted over 2,000 attendees representing several hundred telecom operators, including incumbents, new entrants, cable operators and municipal utilities -- all focused on the next gen of fiber broadband rollouts.For...

Microsoft Azure revenue leaps ahead 51% yoy

 Microsoft reported Q2 revenue of $46.2 billion, up increased 21%, and net income of $16.5 billion, up 47% yoy. Diluted earnings per share was $2.17 and increased 49%.“We are innovating across the technology stack to help organizations drive new levels of tech intensity across their business,” said Satya Nadella, chairman and chief executive officer of Microsoft. “Our results show that when we execute well and meet customers’ needs in differentiated...

Google extends depreciation lifecycle for servers and networking gear

Alphabet reported Q2 revenue of $61.880 billion, up 62% over the same period last year.Sundar Pichai, CEO of Google and Alphabet, said: “In Q2, there was a rising tide of online activity in many parts of the world, and we’re proud that our services helped so many consumers and businesses. Our long-term investments in AI and Google Cloud are helping us drive significant improvements in everyone’s digital experience.”“Our strong second quarter revenues...

Digital Realty advances its Fabric-of-Fabrics with Zayo collaboration

Digital Realty is advancing its efforts to build "the largest open fabric-of-fabrics" interconnecting key centers of data exchange via a partnership with Zayo Group Holdings.  Zayo, will help to lay the physical and virtual foundations of a new open fabric. "As businesses continue to shift globally towards hybrid IT to enable new digital workplace models, create new lines of business, and control costs, Zayo and Digital Realty are...

Juniper reports Q2 sales of $1.2 billion, up 8% yoy, supply chain constraints

 Juniper Networks reported Q2 net revenues of $1,172.3 million, an increase of 8% year-over-year and an increase of 9% sequentially. Non-GAAP net income was $141.0 million, an increase of 21% year-over-year, and an increase of 43% sequentially, resulting in non-GAAP diluted earnings per share of $0.43.“We reported better than expected results, a second consecutive quarter of double-digit product revenue growth and record product orders during...

Hawaiki subsea cable system sold to investor group

BW Digital Pte. Ltd. has acquired Hawaiki Submarine Cable Limited Partnership and International Connectivity Services Limited. Financial terms were not disclosed. The current Hawaiki team will continue to manage the businessRémi Galasso, executive chairman of Hawaiki, said: “We are delighted to welcome BW Group as a shareholder. Having established a successful subsea cable business with the support of our customers and partners, the company started...

Blaize raises $71 million in Series D for edge AI silicon

Blaize, a start-up based in El Dorado Hills, California, announced $71 million in Series D round of funding for its edge AI computing solutions in automotive, mobility, smart retail, security, industrial and metro market sectors.The funding round was led by Franklin Templeton, a new investor, and Temasek, an existing investor, led the round, along with participation from DENSO and other new and existing investors.“Blaize System on Chip (“SoCs”) for...

A10 Networks sees Q2 revenue grow 12.7% yoy

 A10 Networks reported Q2 revenue of $59.2 million, up 12.7% year-over-year. Non-GAAP net income was $10.5 million, or $0.13 per diluted share compared with non-GAAP net income of $7.1 million, or $0.09 per diluted share in the second quarter of 2020.The company said improving commercial execution combined with favorable market conditions drove 20% growth in the Americas year-over-year; Japan normalized as expected.“Our focus on customer-centric...

Monday, July 26, 2021

Intel unveils RibbonFET transistor architecture

Intel unveiled RibbonFET, its first new transistor architecture in more than a decade, and PowerVia, a new backside power delivery method. In a webcast presentation highlighting its process and packaging technology roadmaps through 2025, Intel vowed a swift adoption of next-generation extreme ultraviolet lithography (EUV), referred to as High Numerical Aperture (High NA) EUV. The company said it is on-track to received the first High NA EUV...

Rogers looks to Ribbon for DWDM 400G ZR+

Rogers Communications selected Ribbon's DWDM 400G ZR+ technology to upgrade its transport network, which supports multiple 400G connections for increased capacity across its national footprint.The deployment is powered by Ribbon's Apollo optical networking and MUSE SDN platforms. The MUSE Software Defined Networking (SDN) Domain Orchestrator enables Rogers to design and analyze their optical network deployment, rapidly automate the creation of new...

Lumen to sell Latin American business for $2.7 billion

Lumen Technologies agreed to sell its Latin American business to Stonepeak, a leading alternative investment firm, for $2.7 billion.Lumen said the sale enables greater flexibility on capital allocation, allowing for debt reduction and the continued evaluation of share repurchases."This transaction unlocks value for our shareholders while allowing us to maintain our global presence through our strategic relationship with the New LATAM Company," said...

Corning adds new terminal in its Evolv portfolio

Corning is adding to its Evolv portfolio, including a terminal that supports additional fiber configurations, to enable the fiber-lean distributed tap architectures sometimes used in rural deployments. Corning's Evolv portfolio features its Pushlok technology."Today, the benefits of a fiber broadband connection are clearer than ever, and network operators are working to bring more connections to more people in more places," said Joe Jensen,...

F5 posts revenue of $652 million, up 12% yoy

F5 Networks reported GAAP revenue of $652 million, up 12% yoy, for its fiscal third quarter ended June 30, 2021. Non-GAAP net income for the third quarter of fiscal year 2021 was $169 million, or $2.76 per diluted share, compared to $134 million, or $2.18 per diluted share, in the third quarter of fiscal year 2020.Our very strong third quarter results demonstrate the powerful alignment of F5’s expanded solution portfolio and our customers’ most important...

Clearfield expands manufacturing in Mexico

 Clearfield, which specializes in fiber optic management, protection and delivery products for communications networks, is expanding its manufacturing capacity in Tijuana, Mexico. A new 319,000-square-foot manufacturing and warehouse center  is being built to its specifications and is scheduled to enter into production slightly after the start of calendar year 2022. This move is in support of the anticipated future demand of the business....

Sunday, July 25, 2021

Dell'Oro: Optical transport market reaches $18 billion by 2025

 The Optical Transport market, largely driven by WDM equipment, is forecasted to increase in size annually for the next five years, reaching nearly $18 billion, according to Dell’Oro Group's Optical Transport 5-Year Forecast Report. The top number is unchanged from Dell'Oro's earlier forecast, however, the outlook is lower for  WDM Metro since the coherent 400 Gbps ZR (400ZR) pluggable optics are now available and "interest in using them...

Dell'Oro: Mobile Core Network market to top $50 B from 2021 to 2025

The Mobile Core Network (MCN) to have an overall revenue compound annual growth rate (CAGR) of 3% from 2020 to 2025, according to Dell'Oro Group's updated Mobile Core Network 5-Year Forecast Report which covers the market for Wireless Packet Core, IMS Core, policy, and subscriber management. The report also estimates the 5G portion of the MCN market to have a 33% CAGR. Some key highlights:The cumulative investment is expected to be over $50...

European Aviation Network extends broadband to takeoff/landing

Deutsche Telekom's European Aviation Network (EAN) inflight broadband has been enhanced to enable connectivity for longer periods during commercial flights.Previously, EAN was only offered to passengers at altitudes above 10,000 feet (3 km), which meant the service was not available during the take-off and landing phases of a flight. Deutsche Telecom now has make a number of enhancements to EAN’s onboard Advance Integrated System Manager (AISM)...