Wednesday, January 25, 2023

Lumen builds out its 400G wavelength service across the U.S.

Lumen announced some key milestones in the expansion of its U.S. intercity dark fiber network and 400 Gbps wavelength service:

  • Lumen has deployed its U.S. intercity wavelength network across 70 markets. This gives customers unparalleled, diverse routing options in building a resilient core digital network.
  • Today, over 240 data centers are enabled for 400G Lumen Wavelength Services, and more than 800TB of capacity currently runs across the network.
  • Lumen is fulfilling customer orders of more than 50TB of 400G wavelengths.
  • The intercity expansion will continue throughout 2023 and beyond, extending this network and pushing it deeper into the metro edge.

"The Lumen network is our crown jewel, and our network infrastructure solutions are at the core of what we do," said Miriana Martinova, SVP, Lumen Enterprise Core Network Solutions. "We're investing to win. We see a significant demand from enterprises, government agencies, hyperscalers and wholesale customers for high-bandwidth interconnections between their data centers and public cloud. Combining our upgraded intercity fiber network with our next generation wavelength network helps these businesses quickly and securely enable a digital journey that can take them well into the future."

Padtec introduces compact DWDM supporting 400ZR modules

Padtec introduced a 1RU DWDM platform with dual transponders supporting up to 400 Gbps per optical channel, or 800 Gbps in total – in short and medium distances. The platform offers SDN management and low energy consumption.

“One of the product’s technical innovations is the use of QSFP-DD pluggable modules in the OpenZR+ standard, a trend that reduces the cost per transmitted bit, with high energy efficiency, in coherent optical systems. In addition, it has functionalities that adapt the rates to the operating conditions of each network, which allows providers to start with 100 Gb/s channels and gradually expand capacity, reaching 400 Gb/s channels”, highlights Roberto Nakamura, Padtec’s Chief Technology Officer.

Carlos Raimar, Padtec’s CEO and Investor Relations Officer, points out that the development of the new solution is in line with the company’s commitment to constantly invest in the evolution of its product line in line with market demands. “With a more affordable cost, the advantages of DWDM are within reach of regional network operators who need to meet their customers’ ever-increasing demands for bandwidth and new services”, says the executive. “This launch reinforces our commitment to providing solutions that, in addition to being innovative and using state-of-the-art technology, support the evolution of our customers’ businesses”, he concludes.

Open XR Forum adds three new members

Open XR Forum, which promotes the deployment of software-configurable point-to-point and point-to-multipoint coherent optical networks utilizing industry-defined XR optics pluggable transceiver, announced the addition of three new member companies: Innolight Technology (Suzhou) Ltd., DZS, and LightRiver.

"We're happy to join Open XR Forum," said Osa Mok, Chief Marketing Officer at Innolight. "Our collaboration with Forum members will expand Innolight's coherent product line to point-to-multipoint applications. It will save our customers CAPEX and make network deployments more flexible."    

"LightRiver is delighted to partner in this important technology initiative," added Mike Jonas, President, Global Customer Operations at LightRiver. "XR technology changes the network economics for many operators, and netFLEX automation will help ensure technical versatility and operational simplicity."

"The technology being advanced by Open XR Forum creates many interesting possibilities for the access network, where we are seeing major waves of demand and innovation to support optical broadband and 5G deployments," said Andrew Bender, Chief Technology Officer at DZS. "We look forward to working closely with member companies participating in the Open XR Forum to help progress software-driven coherent optical technology at the network edge."

Open XR Forum is an MSA consortium bringing together network operators, equipment vendors, and component suppliers committed to building the foundation for a new generation of coherent optical solutions that will cost-effectively meet the demand for greater network scalability and flexibility. XR optics is the industry's first coherent optical solution to solve the access and aggregation challenges faced by network operators caused by the misalignment between network traffic patterns and the technology used to transport that traffic.

UNH-IOL and Microchip expand 1000BASE-T1 automotive compliance testing

The University of New Hampshire InterOperability Laboratory (UNH-IOL) have expanded testing for the 1000BASE-T1 PCS and PHY Control market to help further compliance for the automotive industry. UNH-IOL has partnered with Microchip Technology, who created a development test platform that is compatible with OPEN Alliance Test Plans for 1000BASE-T1 conformance testing.

“To advance Ethernet in-vehicle networking, multi-vendor, standards-compliant devices are a necessity,” said Charles Forni, Vice President of Microchip’s USB and Networking business unit. “Microchip is pleased to partner with UNH-IOL to enable the test capability to deliver interoperable devices, providing the market with added choice and flexibility for Single Pair Ethernet.”

The UNH-IOL has been a key player in the automotive industry supporting the adoption and standardization of in-vehicle Ethernet technologies for many years, contributing to various standards bodies and industry alliances, including IEEE®, Avnu Alliance and OPEN Alliance. The new capability enables testing based on the OPEN Alliance TC12 test plans and clearer definitions of the tests inside the OPEN Alliance TC12 test plans authored by UNH-IOL staff.

“IEEE conformance validation of Single Pair Ethernet is essential for automotive OEMs and semiconductor vendors alike,” said Bob Noseworthy, Principal Engineer at UNH-IOL. “Microchip’s support in enabling this capability is greatly appreciated.”

F5 posts quarterly sales of $700M, up 2%

F5 Networks reported revenue of $700 million for its first quarter of fiscal year 2023, up 2% from from $687 million in fiscal year 2022. Global services revenue grew 5% from the year-ago period while product revenue declined 1%, reflecting 3% software revenue growth and a 4% decline in systems revenue from the year-ago period.

GAAP net income for the first quarter of fiscal year 2023 was $72 million, or $1.20 per diluted share compared to $94 million, or $1.51 per diluted share, in the first quarter of fiscal year 2022.

Non-GAAP net income for the first quarter of fiscal year 2023 was $149 million, or $2.47 per diluted share, compared to $179 million, or $2.89 per diluted share, in fiscal year 2022.

“We continue to expect 9% to 11% revenue growth for the year, though the mix may look different than what we expected three months ago,” continued Locoh-Donou. “We remain committed to maintaining double-digit non-GAAP earnings growth this year and on an annual basis going forward and we will continue to evaluate our cost base and take further action as needed to achieve this goal.”

Calix posts Q4 revenue of $244.5m, up 39% yoy

Calix reported Q4 2022 revenue of $244.5m (GAAP),  increasing 39% compared with the same quarter a year ago. Driven by this demand, systems revenue in the fourth quarter of 2022 increased 40% compared with the same quarter a year ago. Compared with the prior quarter, services revenue was up 9%.

U.S. revenue was 91% of total revenue in the fourth quarter of 2022 and increased 46% compared with the year ago quarter and increased 3% sequentially. This annual increase is primarily due to continued sales and marketing investments in the U.S. to address the significant opportunity ahead. International revenue was 9% of total revenue in the fourth quarter and declined 6% compared with the year ago quarter primarily due to lower shipments to Europe and Africa partially offset by shipments to Canada.

Revenue from small customers was 78% of total revenue in the fourth quarter of 2022, down from 84% in the year ago period, but increased 29% in absolute dollars.

GAAP gross margin decreased 60 basis points year-over-year to 51.1%.

Extreme Networks reaches revenue of $318.3M, up 13%

Extreme Networks reported quarterly revenue of $318.3 million, up 13% year-over-year, and up 7% quarter-over-quarter. GAAP diluted EPS was $0.13, compared to $0.10 in Q2 last year and $0.09 last quarter.

President and CEO Ed Meyercord stated: “Extreme delivered another quarter of great results. The continued strength of subscription and accelerated product deliveries drove another quarter of double-digit year-over-year revenue growth. We are raising our FY23 revenue growth outlook to the high-end of our 10-15% range and expect this momentum to continue into FY24, as the supply chain environment continues to improve.”

“We feel confident in end customer demand. The majority of our bookings are with government, education, and healthcare sectors, where spending is more resilient. Our enhanced fabric and cloud subscription offerings are gaining traction in the marketplace. Finally, we have good visibility for the second half of the year based on the strength of our sales funnel,” continued Meyercord.

Extreme also announced the appointment of Cristina Tate as interim CFO, replacing  RĂ©mi Thomas who is stepping down to join a software company.