Monday, October 31, 2022

Malaysia's mobile operators agree to share national 5G infrastructure

Four mobile operators – Celcom Axiata Bhd, Digi Telecommunications Sdn Bhd, YTL Communications Sdn Bhd (YES), and Telekom Malaysia Bhd (TM – agreed to take up equity stakes in Malaysials Digital Nasional Berhad (DNB). The deal paves the way for DNB to accelerate deployment of the 5G network and infrastructure, with a target of 80% coverage of populated areas by 2024.Together, the four operators will hold 65% equity in DNB, with their respective...

Arista posts record revenue of $1.2 billion, up 57% yoy

Arista Networks reported Q3 revenue of $1.177 billion, an increase of 11.9% compared to the second quarter of 2022, and an increase of 57.2% from the third quarter of 2021. GAAP gross margin was 60.3%, compared to GAAP gross margin of 61.2% in the second quarter of 2022 and 63.9% in the third quarter of 2021. Non-GAAP net income was $391.9 million, or $1.25 per diluted share, compared to non-GAAP net income of $236.9 million, or $0.74 per diluted...

Far North Fiber advances plans for arctic cable from Europe to Asia

Far North Fiber, an international consortium consisting of  Finland’s Cinia Oy, Alaska’s Far North Digital and Japan’s ARTERIA Networks Corporation, is moving ahead with plans for a 17,000 km Trans-Arctic Fiber cable connecting Japan, North America, and Ireland and Scandinavia.Far North Fiber estimates the system will be ready for service by the end of 2026. Alcatel Submarine Networks (ASN) has been selected to build and install the submarine...

Egypt inaugurates Red2Med cable along west bank of Suez

 Last week, Telecom Egypt's CEO and Managing Director, Adel Hamed, along with Egyptian government officials officially inaugurated “Red2Med,” a new submarine and terrestrial cable running from the Ras Ghareb landing point in the Red Sea to the landing station in Port Said in the Mediterranean Sea through Internet Corridor of Egypt (ICE).Red2Med is composed of three segments which are detached from the conventional public roads: from the south...

TAWAL to provide infrastructure for King Abdullah Economic City

TAWAL, the leading Saudi ICT Infrastructure company, will provide ICT infrastructure for King Abdullah Economic City.These solutions will improve the efficiency of KAEC’s telecommunications network through the application of best practices and international standards.Under the stipulations of the strategic agreement, TAWAL will acquire all the towers owned by the city, as well as the In-Building Solutions (IBS). TAWAL will manage and operate these...

Rogers + Shaw deal hits further regulatory snag

Quebecor, Rogers Communications, and Shaw Communications issued the following statement late last week after a mediation session as part of Canada's Competition Tribunal process failed to reach an agreement that would allow the Rogers + Shaw merger to proceed:"“The mediation did not yield a negotiated settlement.  We are disappointed with this outcome and believe that litigation is both unnecessary and harmful to competition. The Bureau’s unwillingness...

Rambus posts strong Q3, exceeding guidance

Rambus posted Q3 GAAP revenue of $112.2 million, with licensing billings at $62.2 million, product at was $58.6 million, and contract and other revenue of $23.7 million. The company also generated $80 million in cash provided by operating activities in the third quarter.“Rambus had an excellent performance in the third quarter, exceeding guidance and delivering record cash and product revenue,” said Luc Seraphin, chief executive officer of Rambus....

Cinchy raises $14.5m for enterprise data management

Cinchy, a start-up based in Toronto,  raised US$14.5 million in Series B financing, for its data fabric and data mesh solutions for enterprises.“Our mission is to liberate and harness the power of data, giving it back to teams and organizations to accelerate digital transformation and growth,” said Dan DeMers, CEO and co-founder of Cinchy. “We’re thrilled to partner with the team at Forgepoint Capital, which uniquely appreciates the importance...

Sunday, October 30, 2022

Orange selects Edgecore for access disaggregation via SONiC

Edgecore Networks and Orange delivered the first disaggregated switch composed of Edgecore hardware and Orange network operating system based on SONiC (Software for Open Networking in the Cloud) open source community.Orange selected Edgecore switches to deliver connectivity for its hundreds of access Points of Presence (PoP). These locations provide 1G, 10G, and 100G access services to enterprise customers.The disaggregated Edgecore hardware platform...

Ericsson Network Slicing runs during Singapore F1 Grand Prix

During the recent Grand Prix Season Singapore 2022 (GPSS 2022) in October, Singtel employed Ericsson’s Dynamic Radio Resource Partitioning feature to deliver end-to-end network slicing in a live 5G Standalone network to power 5G experiences and festivities along the Marina Bay Street Circuit.Network slicing creates a logically separated, self-contained slice of the network, offering differentiated service performance with prioritised assurance on...

Video: Prospects for Telco Cloud and Edge

 https://youtu.be/NohRra-rkvIJoin us on a 1-mile walk around central San Jose, California to discuss some of the big trends around Telco Cloud and Edge while enjoying the scenery.Our topics:01:31 Are you seeing real deployments at the edge? 2:07 Who are the main players that we are talking about? 2:53 The Sustainability imperative 4:09 Is there a killer application or killer network function? 5:17 Who has the early advantage in terms of edge...

EE deploys Ericsson’s Massive MIMO radios at key UK sites

EE, part of the BT Group, has begun deployment of Ericsson’s ultra-lightweight radios  to deliver improved 5G energy efficiency and network performance across the UK.EE’s first deployments of the equipment are in London, with sites in Manchester, Leeds, Edinburgh, and Belfast to follow this year. The improved technology will be expanded to more urban and suburban areas in the future, where Ericsson is a key partner for EE. Operating within EE’s...

Germany opens ground station for optical satellite links

Earlier this month, the Institute of Communications and Navigation of the German Aerospace Center (Deutsches Zentrum für Luft- und Raumfahrt; DLR) inaugurated a ground station at its Oberpfaffenhofen site to test optical satellite links."In the future, it will become increasingly important to efficiently network satellites with each other and to exchange data securely and efficiently with the ground," says Anke Kaysser-Pyzalla, Chair of the DLR Executive...

AWS intros Amazon Neptune Serverless for graph databases

AWS introduced a serverless option for Amazon Neptune, which is itsfully managed graph database service for apps based on highly-connected datasets. Neptune supports open and popular graph query languages for powering use cases such as recommendation engines, fraud detection, knowledge graphs, drug discovery, and network security.Neptune has always been fully managed and handles time-consuming tasks such as provisioning, patching, backup, recovery,...

Thursday, October 27, 2022

Intel's Q3 data center revenue dropped 27% yoy

Intel reported Q3 2022 revenue of $15.3 billion, down 20% from $19.2 billion a year earlier. Gross margin dropped to 42.6% from 56.0% a year earlier, while earnings per share fell 85% yoy to $0.25 from $1.67.“Despite the worsening economic conditions, we delivered solid results and made significant progress with our product and process execution during the quarter,” said Pat Gelsinger, Intel CEO. “To position ourselves for this business cycle, we...

AWS sales hit $20.5 billion, growth rate now at 27% yoy

In its quarterly financial statement, Amazon reported AWS sales of $20.5 billion, a increase of 27% year-over-year (28% excluding changes in foreign exchange rates). AWS segment operating income was $5.4 billion, compared with operating income of $4.9 billion in third quarter 2021.An interesting note -- AWS has supplied Snowball devices, which are ruggedized compute and storage hardware, to Ukraine to help secure, store, and transfer over 10 petabytes...

LightCounting: Optical components forecast

The transceiver market is on track for another year of strong (14%) revenue growth in 2022, after increasing by 10% in 2021, and 17% in 2020, according to an updated Optical Components forecast from LightCounting. The report predicts growth will slow to 4% in 2023, prior to recovering in 2024-2025.Some highlights:Strong sales of DWDM and Ethernet optics accounted for most of the market growth in 2021 and these segments are projected to lead the growth...

T-Mobile US adds 394K postpaid accounts in Q3, raises guidance

T-Mobile US announced additions of 394,00 postpaid net account additions in Q3 2022, a new record for the company. Postpaid phone churn was a low of 0.88%. The company also reported 578,000 High Speed Internet net customer additions. As a result, T-Mobile US raised its 2022 guidance for the third consecutive quarter. "We’ve always said our aspiration was to be the first and only provider to offer customers both the best network and the best...

Versa secures $120 million for its SASE platform

Versa Networks secured additional financing of $120 million for its single-vendor SASE platform, which delivers AI/ML-powered SSE and SD-WAN. The pre-IPO round was led by funds and accounts managed by BlackRock, Inc. Silicon Valley Bank (SVB) also participated in the funding.“As the leader in SASE, the fastest growing security and networking category, and executing on SASE services for years, Versa is the only solution proven to deliver the...

Stonepeak takes 36% in American Tower’s U.S. data centers

Stonepeak, a leading alternative investment firm specializing in infrastructure and real assets, invested an additional $570.0 million, which, together with its initial $2.5 billion investment in August 2022, on a fully converted basis and based on the currently outstanding equity, represents an approximately 36% ownership interest in American Tower’s U.S. data center business. The conversion is expected to occur four years from the date of...

XL Axiata signs Huawei for "5G City" project

XL Axiata signed a collaboration agreement with Huawei to develop "5G City", with the aim to realize a smart city through 5G networks, predict the evolution of technology, operate network intelligently, and improve user experience.XL Axiata and Huawei are working together on following scope: green 5G with simplified site solution, multi antenna radio modules, cost-effective rural network solution for islands population coverage, etc."Together with...

Comcast's Xfinity Mobile reaches 5 million after 5 years

Comcast's Xfinity Mobile MVNO service has surpassed five million customer lines after five years on the market“We set out to build a different kind of mobile service designed for the way people use their phones today – with the Internet at the center of the experience. Our goal is simple - keep our Internet customers happy with a mobile service that offers incredible value; attract new customers who want a great connectivity experience inside and...

Aviat wins E-ban radio contract with Bharti Airtel

Bharti Airtel has contracted Aviat Networksfor wireless multiband radio solutions.Airtel will deploy Aviat's all outdoor WTM 4800 E-Band and Multi-Band solutions to significantly expand the capacity of their microwave backhaul network.Aviat's Multi-Band vendor agnostic feature enables traffic aggregation from multiple links which in turn improves network congestion and gives better speeds to customers. Aviat Networks will also undertake maintenance...

Wednesday, October 26, 2022

Meta reports drop in revenue and profits as CAPEX soars

Meta reported a drop in Q3 revenue and profitability along with rapidly rising capital expediture costs as it invests in infrastructure and metaverse development.Third Quarter 2022 Operational HighlightsFamily daily active people (DAP) – DAP was 2.93 billion on average for September 2022, an increase of 4% year-over-year.Family monthly active people (MAP) – MAP was 3.71 billion as of September 30, 2022, an increase of 4% year-over-year.Facebook daily...