Monday, May 2, 2022

Arista delivers record Q1 sales despite supply chain issues

Arista Networks reported Q1 2022 revenue of $877.1 million, an increase of 6.4% compared to the fourth quarter of 2021, and an increase of 31.4% from the first quarter of 2021.

GAAP gross margin was 63.1%, compared to GAAP gross margin of 63.4% in the fourth quarter of 2021 and 63.7% in the first quarter of 2021. Non-GAAP net income was $268.5 million, or $0.84 per diluted share, compared to non-GAAP net income of $198.8 million, or $0.62 per diluted share in the first quarter of 2021.

“Arista has delivered record Q1 2022 sales despite the sustained supply chain challenges. I am pleased with our enterprise execution and cloud titan strength in these uncertain times,” stated Jayshree Ullal, President and CEO of Arista Networks.

Q1 Investor presentation:

PacketFabric and Unitas Global target edge-to-everywhere

PacketFabric announced a strategic alliance agreement with Unitas Global aimed at creating an industry-leading edge to everywhere global software defined network solution. The companies plan to expand and overlay PoPs to the other's locations and gain expanded market reach. Network interconnections at 100+ shared POPs globally will drive further platform integration, simplifying on-demand connectivity to cloud infrastructures and optimizing data movement.

Both PacketFabric and Unitas Global are portfolio companies of Digital Alpha Advisors.

Under the alliance, Unitas Global will point demand from enterprises at PacketFabric's middle mile and cloud connectivity services via its automated design and pricing platform, Unitas Nexus. In addition, PacketFabric will expand customer connectivity options through its on-demand portal with  Unitas Reach™ connectivity services including last-mile access to 50M+ enterprise locations and High Performance Internet service.

The PacketFabric NaaS platform, including a 50T+ backbone network providing Layer 2 and Layer 3 services, supporting data center, hybrid cloud and multi-cloud connectivity at multi-100Gbps speeds with full path and hardware redundancy across hundreds of data centers, backed by a five-nines carrier-class SLA.

Unitas Reach, an intelligent, software-defined network fabric with strategic interconnections to hundreds of other networks and fiber access providers extends the network access to the edge, including over 900 carrier-neutral data centers and 50 million enterprise locations in more than 160 countries.

"PacketFabric and Unitas Global together are a slam-dunk for software-defined WAN connectivity," said Dave Ward, PacketFabric CEO. "Integrating our respective network footprints, platforms, and solution offerings creates tremendous opportunities for multi-national Enterprises who are looking to build their digital businesses around a hybrid and multi-cloud core."

"Enabling customers to simplify and consume complex connectivity solutions is our mission." comments Patrick Shutt, CEO of Unitas Global. "The expanded interconnection of our networks and platform technologies with PacketFabric further extends the edge of software defined services out to the enterprise, creating an unmatched edge to everywhere offering to support customers globally."

Investment firm acquires Unitas Global's connectivity business

Digital Alpha Advisors, a leading digital infrastructure investment firm, has acquired Unitas Global's Connectivity Business. Financial terms were not disclosed.Unitas Global is a network service provider offering automated ubiquitous edge access to cloud everywhere with an automated design and pricing platform, Unitas Nexus.The company will continue to operate under the name Unitas Global and the current management team will continue."The acquisition...

Unitas Global builds edge to cloud access network

Unitas Global introduced a software-defined network built for interconnecting cloud providers, carrier-neutral data centers, SaaS applications, and edge access networks to form a multi-service global interconnection fabric.Unitas Reach delivers automated ubiquitous edge access to any cloud location, including access from 900 carrier neutral data centers and 30 million enterprise locations in over 85 countries."Organizations today need flexible, proven,...

Federated Wireless attracts additional $14M in Series D

Federated Wireless, which offers a Spectrum Access System (SAS) for managing shared spectrum,  closed on an additional $14 million in Series D funding bringing the total raised in the round to $72 million. 

This brings total funding raised by Federated Wireless to  $213 million.

“Private wireless is one of the most transformative enterprise technologies to emerge since the cloud,” stated Federated Wireless CFO Loren Buck. “We continue to invest aggressively to support explosive demand, maintain our industry leadership, and deliver on the promise of 5G private wireless for our clients.”

Federated Wireless counts more than 350 customers and over 85,000 connected devices across the United States and territories. The company’s partner ecosystem includes more than 40 device manufacturers and edge partners, all of which are dedicated to collaboration to advance development and proliferation of CBRS services.

Alaian alliance aims for open telco innovation ecosystems

Alaian, a new alliance whose founding members include Bouygues Telecom, Cellnex, KPN, MTN, Telefónica and WINDTRE, has set its sights on connecting the open innovation ecosystems driving telco innovation.  Collectively, these six global telcos have a reach spanning 50 countries and 700 million customers.

Alaian members seek to join forces to share best practices on innovation and generate different use cases on the latest market developments and technologies they are implementing, in their ambition to constantly innovate. The alliance is also committed to global open calls to attract companies that are aligned with its strategic innovation priorities.

Alain is issuing a global call for startups with 5G-based use cases in Communications & infrastructure, Industry, manufacturing & logistics, Mobility, Utilities & Energy, Metaverse & Web3, Media, Entertainment & Gaming and Retail.

The selected companies will be able to access the best 5G connectivity and edge computing resources of the alliance’s member telcos, as well as carry out tests in the 5G LABs with the intention of integrating them into the solutions of the different telcos. Also, exchange knowledge with specialists and network teams with whom to co-develop and solve problems together, taking advantage of the technical, commercial and product support of the alliance members’ network of experts, mentors and trainers.

In addition, startups selected by the alliance will be able to benefit from the resources available to the telecoms such as knowledge of the markets they are in, access to their network of contacts, design and build pilots with customers around the world. Apart from this, there is the opportunity to help startups additionally with fundraising, training for entrepreneurs, visibility and exposure at the alliance partners’ headquarters, flagship shops, demo centres, labs and Hubs to showcase their product to the network of customers and partners.  In addition, equity investment will be possible from any of Alaian’s member investment vehicles, as well as exposure to its global network of venture capital firms.

“We are very proud to participate in the Alaian program. For a long time, we have decided to get closer to those who have the ideas, those who innovate and create. With Startups and Open Innovation, we can invent the future together. This new alliance gives us the chance to meet new startups from different backgrounds, to discover and share opportunities with companies that share the same challenges as us (5G development, customer experience, sustainable development, metaverse…)”, Stéphane Allaire, Chief Innovation Officer of Bouygues Telecom.

“It’s an honour to participate and contribute our expertise in this powerful initiative with these partners which will bring the best of both worlds, corporate and startup, to drive Open Innovation around the most relevant topics for the telcos nowadays”, Jose A. Aranda, Global Innovation director of Cellnex.

Link for start-ups:

DISH Wireless picks Ceragon for 5G transport

DISH Wireless has selected Ceragon Networks to provide its IP-50C microwave and IP-50E millimeter wave transport solutions.

DISH will leverage Ceragon’s transport, maintenance and support solutions to ensure the smooth roll-out of its network in select locations across the U.S.

Doran Arazi, Ceragon Networks CEO commented, “Ceragon is thrilled to have been selected by DISH to provide 5G wireless transport solutions. As the industry disruptor, DISH is strategically adopting cutting-edge network architectures and technologies, and Ceragon’s groundbreaking wireless transport offering is fully aligned with DISH’s requirements. With solutions that power some of the most advanced 5G networks worldwide and address the unique transport challenges 5G networks present, Ceragon is well-positioned and committed to helping DISH deliver on its vision.”

Separately, Ceragon posted Q1 2022 revenues of $70.3 million,up 2.9% from $68.3 million in Q1 2021 and down 9.6% from $77.8 million in Q4 2021. There was an operating loss of $(1.3) million on a GAAP basis, or $(0.6) million on a non-GAAP basis.

The company said revenues were generally in line with the effect of the challenges experienced in each geographic region, which involved delay in delivering some of  products on time due to component shortages and supply chain disruptions.

Revenue Breakouts by Geography for Q1:

  • India - 22%
  • Europe - 17%
  • North America - 19%
  • Latin America - 20%
  • APAC - 14%
  • Africa - 8%

DISH builds its 5G core in AWS

DISH Network will construct its 5G Open Radio Access Network (O-RAN) network on AWS.DISH, which is partnering exclusively with vendors offering cloud-native technology, plans to begin deploying the network in Las Vegas later this year.  All hardware and network management resources will be connected through AWS, including DISH’s fully automated Operation and Business Support Systems (OSS and BSS) for 5G services.DISH said its groundbreaking,...

DISH picks VMware for 5G cloud-native O-RAN

DISH selected VMware's Telco Cloud solution for its 5G, cloud-native Open Radio Access Network (O-RAN). VMware said its Telco Cloud will enable DISH to utilize software from leading vendors to optimize and accelerate its 5G network deployment. Additionally, it will provide DISH with enhanced automation, resiliency, security and flexibility. The VMware Telco Cloud provides an abstraction layer across multiple network domains and enables DISH to leverage...

DISH adds Intel as a 5G infrastructure partner

 DISH will integrate Intel 5G infrastructure technology into its forthcoming virtualized, open Radio Access Network (O-RAN) 5G network deployment. Specifically, DISH has selected the Intel Xeon Scalable Processor, the Intel Ethernet 800 Series network adapter, the Intel vRAN Dedicated Accelerator ACC100 and Intel's FlexRAN software reference architecture for its deployments.The companies are collaborating on the fully virtualized RAN, including...

NTT Ltd. debuts IoT Services for Sustainability

NTT Ltd. introduced a suite of IoT Services for Sustainability:

  • OCR Meter Reading: An optical-based meter reader to provide near real-time data from any type of meter including water, electricity, and gas. The meter can also be used to read any type of gauge including pressure and temperature.
  • Water Leak Management: This technology provides real-time, IoT enabled protection against water damage for smart spaces projects.
  • Predictive Maintenance: This solution collects data from sensors to create models that predict when events of interest might occur, including potential downtime, accidents or when something might need to be replaced.
  • Environmental Monitoring: This technology uses sensors to identify the presence of pollutants in the air and water as well as tracking temperature and humidity.

NTT’s IoT Services for Sustainability stack incorporates a secure IT/OT integration and end-to-end support. 

“IoT technologies are an essential tool in the global fight against climate change,” said Jeff Merritt, Head of Urban Transformation at the World Economic Forum. “We know what actions are needed to build a more sustainable future and have a robust suite of technologies available to help deliver this impact. As the world looks to accelerate the implementation of these solutions, organizations like NTT will have a critical role to play in helping companies and governments capitalize on this opportunity.”

CommScope introduces XGS-PON

CommScope introduced a suite of XGS-PON solutions for both greenfield FTTH and fiber-deeper scenarios. The suite features a flexible architecture; open, interoperable components; and dynamic, cloud-based operation. 

There are four components: new CommScope FLX PON OLT and ONU portfolio, ServAssure domain management and ServAssure NXT performance management software, fiber connectivity solutions, and engineering and project management services. 

Lab trials are expected to begin in Q3.

CommScope says its suite will enable network operators to:

  • Improve time to revenue and optimize capex through a software-based architecture that enables both disaggregated and aggregated PON architectures as well as the utilization of public and private cloud environments and multi-vendor strategies
  • Reduce opex, risks, and complexity through software-based domain and performance management—improve visibility into the network and help improve QoE, identify and resolve issues, and reduce truck rolls and repair times
  • Push technology changes further, faster through an open architecture that can accelerate deployment of new microservices as well as offer a modern, pay-for-use model

“CommScope helped pioneer the modern GPON and EPON access market, and now we’re introducing the next phase of evolution with our cloud-to-edge next-gen XGS-PON suite,” said Ric Johnsen, SVP and President, Connectivity and Cable Solutions, CommScope. “The new PON solution suite leverages our access network expertise to unlock an unmatched range of capabilities in active and passive solutions across the many stages and topologies of fiber deployment. Together with our telco and cable operator customers, as well as new entrants in the FTTH deployment, CommScope will usher in the next generation of high-speed networks to deliver new services and experiences to millions of consumers around the world.”

Nokia to manufacture 5G base stations in Turkey

Nokia signed a partnership agreement with Karel, a Turkish electronics manufacturer, to manufacture 4G and 5G base stations in Turkey.

The companies aim to start production in the coming months.

Turkey is expected to begin 5G service rollouts in 2023.

Ozgur Erzincan, Country Senior Officer Turkey at Nokia: “We are very excited about this announcement. Turkey is an important market for Nokia, where we have strong business and long-standing, trusted relationships with our customers. Together with Karel, we will be able to fulfill all the domestic product demand from our customers for now and in the future.”

Sinan Tunaoğlu, Chairman of the Board, Karel  “We are going through a period of significant change, in which technology develops very rapidly and the transition to new generation communication systems is ongoing. As Karel, we are moving forward with the vision and goal of becoming a global player in the field of technology with our R&D, qualified production power, knowledge and experience. Today, we are very excited about this cooperation that we started with Nokia, one of the world's leading technology companies. We believe that this will create a long-term, growing and value-adding alliance.”

Nokia adds liquid cooling to AirScale base stations

Nokia has added a Liquid Cooling option to its AirScale base station portfolio. The company calculates that liquid cooling can significantly reduce the energy required to cool a base station. Cooling system energy consumption can be reduced up to 90 percent and base station CO2 emissions up to 80 percent compared to traditional active air-cooling systems. Commercial products will be available from Q3 2022. Nokia also announced that AT&T...