Telekom Serbia/MTEL tests 600G over 600km with Nokia

Nokia demonstrated a 600 Gbps line rate on Telekom Serbia and MTEL’s optical transport network over a distance of 600km between Banja Luka and Belgrade. 

The test utilized Nokia 1830 Photonic Service Switch (PSS), powered by its PSE-Vs chipset. Nokia demonstrated 600Gbit/s line performance over a 600km path consisting in 6 spans, through C-F ROADM nodes. By operating over spectrally efficient 100GHz WDM channels, Telekom Serbia and MTEL will be able to maximize capacity, performance, and operational efficiency while lowering network TCO.

In addition to long range city to city connections, Telekom Serbia will deploy the 1830 PSS family equipment (PSS-16 and PSS-8x) in two new regional rings to provide next generation, highly scalable networks based on wavelength division multiplexing (WDM) for the needs of its residential and business customers.

Nicolas Almendro, VP, Europe Nokia Optical Networks, said: “We are proud of our ongoing partnership with Telekom Serbia and support the group in executing its strategy of maintaining market leadership in telecommunication services and content in Balkan region.”

CTO, Telekom Serbia, Djordje Marovic, CTO M-Tel Milan Aleksijevic said: “We are continuing to invest into the latest WDM technology to serve our customers with more demanding traffic growth, low latency requirements and agility for their traffic patterns.”

https://www.nokia.com/about-us/news/releases/2022/08/16/nokia-and-telekom-serbiamtel-verify-600gbits-optical-network-over-600km/

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Dell'Oro: 400 Gbps to drive SP router growth

Global cumulative Service Provider (SP) Router and Switch market revenues are projected to approach $76 billion by 2026, representing a 2 percent CAGR for the forecast period, according to a new report from Dell'Oro Group. The adoption of 400 Gbps routing technologies is expected to continue driving the overall market growth, allowing both Telecom and Cloud Service Providers to expand their networks and increase revenues.

"The July 2022 forecast remains in line with the January 2022 forecast, despite both emerging economic uncertainty and persistent market challenges," said Ivaylo Peev, Senior Analyst at Dell'Oro Group. "Emerging economic uncertainty, racing inflation, China's zero-COVID-19 policy, and the war in Ukraine are depressing markets in 2022, putting pressure on vendors and customers alike. We adjusted our projections to account for these market challenges, but we have not changed the baseline guidance of the forecast, because we believe that the underlying fundamentals of the SP Router market will remain healthy over the forecast period," added Peev.

Additional highlights from the Service Provider Router and Switch July 2022 5-Year Forecast Report:

• The Cloud SP Segment is projected to grow faster than the Telco SP segment over the forecast period. 400 Gbps technology adoption in wide area networks (WAN) and Data Center Interconnect (DCI) applications should continue to drive the growth in this segment.
• ZR Optical Modules—long-distance optical modules that support distances of up to 120 km and are based on 400ZR specifications—will create new use cases for SP Core Routers. We project a gradual increase in the number of 400ZR modules used with 400GE port shipments over the forecast period.
• China has recently embarked on an infrastructure spending spree to address the economic slowdown caused by the country's recurring COVID-19 related lockdowns. It is not yet clear how much China plans to spend on the new infrastructure plan. However, according to official Chinese government statistics, investment in infrastructure generally jumped by over 8 percent in 1Q 2022. Further, the Chinese policymakers who are directing the infrastructure overhaul appear to be emphasizing technology: specifically, new facilities for supercomputing, cloud computing, and artificial intelligence. If this level and focus of government stimulus are sustained for the next four quarters, Chinese SPs are likely to accelerate and expand their spending on network investments.

https://www.delloro.com/news/400-gbps-to-drive-sp-router-growth-enabling-telco-and-cloud-expansion/

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CIR: Co-Packaged Optics market to hit $1.3 billion in 2025

Sales of specialized components for co-packaged optics (CPO) will exceed $1.3 billion in revenues in 2025 and grow to $2.7 billion by 2028, according to Communications Industry Researchers' (CIR) latest CPO report, "Markets for Co-Packaged Optics 2022-2030". The report analyzes both component and module-level CPO product developments. 

CIR's new report examines the latest developments in connectivity, lasers, and cooling systems for CPO as well as showing how CPO modules will be used in four kinds of data center.  The report forecasts CPO from 2022 to 2030 with breakouts by type of data center and location (inter-building/inter-machine or rack/server) in the data center.  This report has a strong emphasis on CPO's impact on the optoelectronic supply chain in the wake of both technological change and geopolitical developments. Key companies discussed include AMD, Anritsu, Ayar Labs, Broadcom, Furukawa Electric, GlobalFoundries, IBM, Marvell, Lumentum, Ranovus, SENKO, TE Connectivity, Xilinx, and others.

https://cir-inc.com/reports/co-packaged-optics-market-report/

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VIAVI launches 6G Forward program

Viavi Solutions is launching a 6G Forward program to provide its expertise, technology, and funding to promising avenues of academic research. The company is already supporting 6G research at three universities: Northeastern University and the University of Texas at Austin in the US and the University of Surrey in the UK.

At Northeastern University, VIAVI is supporting the Institute for Wireless Internet of Things and the Open6G cooperative research center led by Professor Tommaso Melodia. The group is exploring large-scale RF propagation channel modeling based on AI and ML technologies to develop a city-scale digital twin of a 6G network. The team is also developing a RAN Intelligent Controller (RIC)-enabled Massive MIMO beamforming optimization testbed using the Colosseum 256-port RF channel emulator and the VIAVI E500 UE Emulator.

At the University of Texas at Austin, VIAVI supports 6G@UT, led by Professor Jeff Andrews, within the Wireless Networking and Communications Group (WNCG). The key topic of the joint research is applying end-to-end machine learning, specifically deep reinforcement learning (DRL), using adversarial conditions to re-train more robust cellular traffic forecasters.

At the University of Surrey in the UK, VIAVI is a founding member of the 5G/6G Innovation Centre led by Regius Professor Rahim Tafazolli FREng. The Innovation Centre addresses advanced communication systems and the key challenges in the development of a 5G, 5G+ and 6G infrastructure for providing connectivity for future technologies. Key research areas include: Antennas and signal processing; Artificial intelligence for wireless communications; Intelligent and high-performance networking and service delivery; Intelligent RAN technology and management; Mobile network security; New physical layer; Satellite communications; THz components and communications all under future Integrated communication and sensing.

"Academic institutions play a vital role in exploring the potential of 6G," said Dr. Ian Wong, CTO Office, VIAVI. "We believe it is important to get involved now and to allow disruptive and productive areas of research to see their ideas come to fruition ahead of formal standards definitions. We have had fascinating and beneficial exchanges with our academic partners and we hope to expand the scale of the program in the future."

VIAVI is also involved with several other 6G-focused initiatives globally, including:

• The Next G Alliance, an ATIS-led industry initiative focused on advancing North American mobile technology leadership in 6G and beyond over the next decade. VIAVI is a founding member of the Next G Alliance, whose projects encompass the full lifecycle of research and development, manufacturing, standardization and market readiness.
• 6G BRAINS, which is developing AI-driven multi-agent Deep Reinforcement learning (DRL) to perform resource allocation in 6G networks for Industry 4.0, intelligent transportation, e-health and other applications. Supported by the European Commission Horizon 2020 Programme, 6G Brains initiatives include providing network operators with new options for using and combining sub-6 GHz, mmWave and THz spectrum, as well as optical wireless communications.
• The Beyond 5G Promotion Consortium, a forum for industry, academia and government in Japan to share information about research and development in areas such as integrating cyberspace with the real world, known as Society 5.0.

https://www.viavisolutions.com/en-us/solutions/6g

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Lumentum sees improving IC supply for telecom

Lumentum reported net revenue of $422.1 million for its fourth fiscal quarter, ended July 2, 2002, with GAAP net income attributable to common stockholders of $34.7 million, or $0.49 per diluted share. Net revenue for the fiscal third quarter of 2022 was $395.4 million, with GAAP net income of $26.0 million, or $0.35 per diluted share. Net revenue for the fiscal fourth quarter of 2021 was $392.1 million, with GAAP net income attributable to common stockholders of $21.5 million, or $0.28 per diluted share.

Non-GAAP net income for fiscal fourth quarter of 2022 was $105.0 million, or $1.47 per diluted share. Non-GAAP net income for fiscal third quarter of 2022 was $88.9 million, or $1.19 per diluted share. Non-GAAP net income for the fiscal fourth quarter of 2021 was $81.9 million, or $1.06 per diluted share.

"In fiscal 2022, we achieved record revenue in datacom EMLs, coherent components, pump lasers, tunable products, and sub-sea components, with company profitability above our target model of 50 percent gross margin and 30 percent operating margin. Fourth quarter revenue was above our midpoint, with both operating margin and earnings per share exceeding the top end of guidance. In addition, we are making meaningful progress in alleviating component shortages in our Telecom business," said Alan Lowe, President and CEO.

"On August 3rd, we completed our acquisition of NeoPhotonics, and yesterday we announced our purchase of IPG's telecom transmission product lines, both of which position us to create even more value for our cloud and networking customers. Our guidance for the first quarter and outlook for fiscal 2023 reflects the previously discussed share normalization in 3D sensing for smartphones. As we close a solid year and position the company for growth with these investments, we expect that the business fundamentals will drive a mix shift toward our Telecom, Datacom, and Commercial Lasers businesses, supporting double-digit revenue growth in fiscal 2023 and beyond," added Mr. Lowe.

https://s28.q4cdn.com/643688083/files/doc_financials/2022/q4/Q4-FY22-Earnings-Call-Final.pdf

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KKR acquires Barracuda Networks from Thoma Bravo

KKR, a leading global investment firm, has acquired Barracuda Networks from Thoma Bravo, a leading software investment firm. Financial terms of the transaction were not disclosed.

Barracuda is a cloud-first provider of cybersecurity solutions for small and medium sized enterprises (SMEs). The company claims more than 200,000 customers worldwide.

“We’re ready to deliver on our next phase of growth with KKR and remain dedicated to investing in our team and product portfolio to provide innovative cybersecurity solutions for our customers and partners,” said Hatem Naguib, CEO of Barracuda. “We‘re grateful to Thoma Bravo for their valuable strategic and operational support over the last four years.”

“We are excited to complete this transaction and begin working with the Barracuda team to support their continued growth and delivery of next generation cloud-first cybersecurity solutions that protect SMEs from an evolving landscape of threats,” said John Park, a Partner at KKR.

“Barracuda has been a tremendous partner over the last four years and has experienced strong product, customer and revenue growth,” said Chip Virnig, a Partner at Thoma Bravo. “We have enjoyed working closely with Hatem and his team through multiple acquisitions and operational improvements, and we are confident that the company is well-positioned for continued success.”

http://www.barracuda.com

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Red Hat updates OpenShift Platform Plus

Red Hat released a new version of its OpenShift Platform Plus that further extends its role as a singular Kubernetes platform to span the breadth of enterprise IT scenarios, whether a traditional datacenter, distributed edge operations or multiple public cloud environments.

The latest version of Red Hat OpenShift Platform Plus includes the necessary tools to more simply build, protect and manage applications throughout the software lifecycle and across Kubernetes clusters. The update includes:

Red Hat OpenShift 4.11

• Pod Security Admission integration, which enables users to define different isolation levels for Kubernetes pods to help enforce clearer, more consistent pod behaviors.
• Installer provisioned infrastructure (IPI) support for Nutanix for users to employ the IPI process for fully automated, integrated, one-click installation of OpenShift on supported Nutanix virtualized environments.
• Additional architectures for sandboxed containers, including the ability to run sandboxed containers on AWS as well as on single node OpenShift. Sandboxed containers provide an optional additional layer of isolation for workloads, even at the far reaches of the network’s edge.
• Enhanced oversight and compliance across hybrid environments

Red Hat Advanced Cluster Management for Kubernetes 2.6

• A single Red Hat Advanced Cluster Management hub cluster can now deploy and manage up to 2,500 single-node OpenShift clusters, which can be deployed and managed at the edge through zero touch provisioning. Additionally, Red Hat Advanced Cluster Management 2.6 provides edge metrics-collectors designed specifically for single-node and small workloads, allowing for greater observibility of remote operations.
• Automatic fleet wide visibility of applications, including wider visibility on the application topology, displaying applications created straight through OpenShift.
• Cluster management directly from Red Hat Ansible Automation Platform, available as a technology preview, enables Ansible users to interact with Red Hat Advanced Cluster Management natively.
• Integration with Kyverno PolicySet, available as a technology preview, provides users more options to keep pace with Kubernetes policy landscapes.

Red Hat OpenShift Data Foundation 4.11

• OpenShift API for data protection. The operator-based application programming interface (API) can be used to backup and restore applications and data specifics, natively or by using existing data protection applications across the hybrid cloud.

https://www.redhat.com/en/about/newsroom

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MediaTek picks Keysight to validate 5G devices equipped with MIMO

MediaTek has selected Keysight's integrated 5G new radio (NR) device test solutions to validate the radio frequency (RF) performance of 5G devices equipped with multiple input, multiple output (MIMO) and Massive MIMO antenna technologies in an over-the-air (OTA) laboratory-based test environment.

Keysight and MediaTek have worked together to achieve several industry milestones, including validation of the first 5G mmWave modem and the establishment of a 5G connection based on 3GPP Rel-16 specifications.

“Keysight is pleased to extend MediaTek’s lab-based test capabilities with software-centric test tools that enable the company to remain at the forefront of 5G innovation and technology development,” said Mark Wallace, senior vice president of Global Sales at Keysight Technologies. “Comprehensive MIMO test capabilities and early access to 5G NR 3GPP Release 16 test cases enable MediaTek to rapidly introduce chipsets for advanced 5G applications such as gaming, multimedia and live streaming of high-definition video.”

“MediaTek has continuously worked with Keysight platforms to help facilitate our technological advancements that empower our wide-ranging 5G products,” said Dr. Ho-Chi Hwang, general manager of Wireless Communication System and Partnerships at MediaTek. “Keysight platforms assist MediaTek’s ability to develop industry-leading 5G modem platforms, which in turn are enabling a growing ecosystem of 5G device innovators.”

MediaTek used Keysight’s 5G Network Emulation Solutions to accurately simulate real-world radio channel conditions and automate validation of 5G devices in compliance to the latest specifications set by global standards organizations, including 3GPP and CTIA. The toolset also addresses carrier acceptance test (CAT) plans mandated by major mobile operators.

 

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Padtec posts Q2 revenues of BRL$103.5 million

Padtec reported Q2 gross operating revenue of BRL$103.5 million (approximately US$20.11 million), which represents growth of 10.4% in relation to the previous quarter. As a result, the company’s operating revenue reached the mark of R$197.2 million in the first half of 2022 – a drop of 4% compared to the same period last year. As a result of its international expansion strategy, Padtec recorded a 53% growth in export revenues in the first half of the year, compared to the same period in 2021. 

"This represents a historic record in the composition of revenues and an important indicator of the consolidation of Padtec’s presence in the international market, as the result of the strategy adopted in the last decade, which culminated in the company’s direct operations in Latin American markets", highlights Manuel Andrade, CEO of Padtec North America. Headquartered in Campinas, in the interior of São Paulo, Padtec has four commercial offices abroad located in Argentina, Chile, Colombia and the United States.

Padtec’s gross profit, in the second quarter of the year, reached R$28.2 million – which represents a growth of 36.2% in relation to the first quarter. Gross margin was 33.2% (an increase of 4.8 percentage points), maintaining the same level as in recent quarters and reinforcing business profitability. The company also recorded an improvement in EBITDA, with earnings before interest, taxes, depreciation and amortization of R$ 5.2 million (EBITDA margin of 6.2%) – an amount 47.9% higher than in the previous quarter. In addition, it closed the quarter with a net debt of R$20.7 million, compared to a total debt of R$93.9 million, reinforcing its solid capital structure.

https://www.padtec.com.br/en/padtec-records-10-4-growth-in-revenue-between-the-first-and-second-quarter-of-2022-and-record-exports/

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