Wednesday, February 10, 2021

América Móvil looks to sell its tower business

América Móvil announced plans to sell its telecommunications towers and other related passive infrastructure in Latin American countries where it currently operates. The sale process is just beginning and a buyer has not yet been found.

América Móvil said the divestiture will maximize the infrastructure’s value, as the resulting entities will be independent from AMX, with their own management and personnel, exclusively focused on developing, building, and sharing telecommunications towers for wireless services.

Separately, América Móvil reported Q4 2020 revenues of 255 billion pesos were down 3.1% in Mexican peso terms from the year-earlier quarter with equipment revenues falling 9.4% and

service revenues that were almost flat from a year before. The company added 6.8 million wireless subscribers in the quarter, twice as many as in the precedent quarter. They included 2.7 million mobile postpaid subscribers of which almost two million subs came from Brazil, 223 thousand from Peru and 201 thousand from Colombia. In the prepaid segment, the company gained 4.0 million clients, with Brazil and Mexico adding 1.2 million subs each.

Digital Realty expands its Santa Clara data center campus

 Digital Realty announced a significant expansion of its Santa Clara connected campus in the heart of Silicon Valley.  

The 430,000 square foot, four-story project will support the digital business strategies of enterprises and service providers within a highly connected and growing Bay Area community of over 360 enterprises, network, content and cloud providers, including direct access to AWS and IBM Clouds.  

A planned new dark fiber ring will directly extend metro connectivity to key centers of data exchange on Digital Realty's Santa Clara, Oakland and San Francisco connected campuses, including the highly connected carrier-neutral hub at 200 Paul Avenue in San Francisco.  

The project, which is being developed in partnership with Pelio & Associates,  will be built with the use of sustainable materials, including recycled concrete and steel.  The data center is designed to achieve LEED Gold certification.

"We are committed to providing our Bay Area customers and partners a future growth path that will overcome data gravity barriers and support their digital ambitions," said Tony Bishop, Digital Realty Senior Vice President, Platform, Growth & Marketing.  "Today's announcement marks another milestone on the roadmap for extending the global reach of PlatformDIGITAL® and will spur continued opportunities for innovation at the heart of the vibrant tech community in Silicon Valley."

Equinix revenues rises 8% as major building program continues

 Equinix reported Q4 2020 revenue of $5.999 billion, an increase of 8% over the previous year, $2.853 billion in adjusted EBITDA, and a 48% adjusted margin. 

Charles Meyers, President and CEO, Equinix, states:  “While 2020 brought about a landscape of challenges and change, Equinix continued to innovate and adapt, serving as a trusted partner to our customers on their digital transformation journey. We continued to extend our market leadership, delivering approximately $6 billion of revenue and driving healthy growth both on the top-line and at the per-share level. As we look ahead, I am as optimistic as ever about our business and the expanding opportunity to serve our customers, partners and shareholders as the world’s digital infrastructure company.”

Some highlights:

  • Interconnection revenues grew 14% year-over-year from customer adoption of Equinix Fabric.  
  • In 2020, Equinix completed 20 new expansions, the most active build year ever. 
  • New 2021 expansions include Geneva, Genoa, Madrid, Manchester, Muscat, New York and Osaka metros, with 44 large projects underway across 30 markets and 20 countries. 
  • Equinix has 44 major builds underway in 30 markets across 20 countries including 8 xScale builds in all three regions of the world
  • Cloud & IT Services customers account for 29% of recurring revenues, while Network customers account for 24%, and Enterprise customers account for 18%.
  • By geography, Americas represents 45% of revenue, EMEA is 33%, and AsiaPac is 22%.
  • Global footprint now includes: 227 data centers in 63 metros
  • Network density: 1,800+ networks; including 100% of Tier 1 Network Routes

Openreach activates first customer on ADTRAN’s GPON

Openreach has activated its first live subscriber with the ADTRAN SDX series fibre access platform and the Mosaic Cloud network automation platform.

This announcement comes as Openreach continues its record build rates for its Full Fibre broadband programme. With Openreach engineers now delivering faster, more reliable connectivity to 42,000 homes and businesses every week.  ADTRAN said its SD-Access portfolio will be instrumental in expanding delivery of the Full Fibre programme to UK homes and businesses.

Peter Bell, Director, Network Technology, Openreach said: “We’re fully committed to building the UK’s leading ultrafast, ultra-reliable Full Fibre broadband network and to reinforce our vital role in keeping the nation connected. We’re confident that our new network will help deliver a host of social and economic benefits to the UK – from boosting productivity to enabling more home working and fewer commuting trips."

Stuart Broome, Vice President of EMEA Sales, ADTRAN said: “ADTRAN is dedicated to delivering the products, technology and services required to support Openreach in its highly ambitious nationwide deployment goals. We are completely committed to the goal of making multi-gigabit services available across the UK to every home and business. We’re excited to see the network capability advancing so rapidly and look forward to expanding the deployment as part of this partnership.”

Openreach picks ADTRAN's OLTs and Cloud Platform

Openreach, the wholesale infrastructure arm of BT, has selected ADTRAN’s SDX Series of OLTs and Mosaic Cloud Platform to help it achieve its ambition of making gigabit and multi-gigabit services available to 20 million homes across the UK by the mid-to-late 2020s with its Full Fibre network. ADTRAN said its SDX platform will enable Openreach to economically scale its GPON and XGS-PON network with a level of flexibility that could not be realized...

Viavi relocates from California to Arizona

Viavi Solutions will relocate its corporate headquarters from San Jose, California to Chandler, Arizona.  The company will also establish a new manufacturing faclity in Chandler for its Optical Security and Performance Products (OSP) segment.

VIAVI is a global leader in network test, monitoring and assurance solutions for communications service providers, enterprises, network equipment manufacturers, government and avionics. The company is also a leader in light management solutions for 3D sensing, anti-counterfeiting, consumer electronics, industrial, automotive and defense applications. VIAVI generated $1.14 billion in revenue in fiscal year 2020, and has more than 3,600 employees in 50 locations throughout North, Central and South America, Europe, Africa, the Middle East, and Asia Pacific/Japan/China.

"As a global company, the right locations have been critical to our business success, and we have always contributed to the communities where we operate," said Oleg Khaykin, President and Chief Executive Officer, VIAVI. "We are excited to establish a major new hub in Chandler, Arizona and expand our involvement in the state's optics ecosystem."

Indianapolis-based Xiber ceploys Ciena’s Adaptive IP

 Xiber, an Indianapolis-based nationwide Internet Service Provider, selected Ciena  to build an SDN and NFV network for a major retail chain that spans six Midwestern states. The deployment includes Ciena’s 3926 and 3928 Platforms, and 5144 Router, which are part of the company's Adaptive IP solution. Xiber will also use Ciena’s Manage, Control and Plan (MCP) domain controller to help maintain full control of its network and have visibility in potential service disruptions.

Ciena said virtualizing the network will enable Xiber to quickly and remotely adapt to new service and connectivity requirements for its retail customer.

A10 Networks hits record net income as revenue rises 4% yoy

A10 Networks reported Q4 2020 revenue of $62.7 million, up 4% year-over-year. GAAP gross margin was 78.5%. There was record non-GAAP net income of $13.9 million, or $0.18 per share compared with non-GAAP net income of $7.8 million, or $0.10 per share in the fourth quarter of 2019.

“This was a dynamic year for A10, as we increased full-year earnings by $36 million compared to last year’s $18 million loss while successfully navigating a challenging economy,” said Dhrupad Trivedi, President and Chief Executive Officer of A10 Networks. “Our solutions-based sales focus and market strategy also enabled us to deliver 6% year-over-year growth, versus negative organic growth last year, and our focus on execution and cost discipline drove $55.3 million in cash from operations, funding a sizable stock buyback while preserving the strong balance sheet position to navigate uncertain markets. Our strategic focus is to drive our portfolio and continue to invest in faster growth opportunities like cybersecurity, 5G and cloud - leveraging our historic leadership position in those markets.”

“The operational and commercial foundation provide us with the ability to further build our recurring revenue in line with our customers’ preference and their business priorities,” continued Trivedi. “We expect this portion to grow faster than our overall revenue growth. We enjoy broad and sustainable industry tailwinds, particularly in the areas of 5G, multi-cloud and cybersecurity, bolstered by our industry leading solutions for these growing areas of focus. A10 enters 2021 in a strong position, with leading products, a proven team, and a solid balance sheet. We plan to leverage this strong position to increase our focus on portfolio management, with the goal of increasing our recurring revenue.”

National Hockey League moves to AWS

The National Hockey League (NHL) has designated AWS as its Official Cloud, Artificial Intelligence, and Machine Learning Infrastructure Provider.

The NHL aims to automate video processing and content delivery in the cloud and leverage its Puck and Player Tracking (PPT) System, which runs on AWS cloud infrastructure, to better capture the details of game play for its fans, teams, and media partners. The NHL will also build an enterprise video platform on AWS to aggregate video, data, and related applications into one central repository that will enable easier search and retrieval of archival video footage, give broadcasters instant access to NHL content for syndication and licensing, and facilitate the creation and delivery of new in-game analyses, predictions, and video highlights to enhance mobile, online, and broadcast experiences.

“AWS’s state-of-the-art technology and services will provide us with capabilities to deliver analytics and insights that highlight the speed and skill of our game to drive deeper fan engagement,” said NHL Commissioner Gary Bettman. “AWS is unmatched in the portfolio of cloud services that it delivers, including computer vision and machine learning, and we intend to leverage them across the board to provide advanced analysis to our teams, officials, and media partners faster than ever before. We’re thrilled to have AWS join the NHL’s family of blue-chip technology partners as we continue our focus on innovation and building the most advanced technology solutions in sports.”

China Mobile Shanghai and Huawei deploy 4.9 GHz indoor 5G network

China Mobile Shanghai and Huawei deployed the world’s first 4.9 GHz commercial LampSite network supporting a peak rate exceeding 3 Gbps. The installation at the Shanghai New International Expo Center (SNIEC) represents the first time that an aggregate bandwidth of 200 MHz on the 2.6 and 4.9 GHz bands and distributed Massive MIMO have been simultaneously implemented in an indoor network. SNIEC is the venue for Mobile World Congress (MWC) Shanghai.

To date, China Mobile Shanghai has constructed more than 13,000 5G sites, basically achieving continuous coverage in the city.