Tuesday, February 7, 2023

Verizon hits 1.26 Gbps upload speed with 5G mmWave

Verizon achieved an upload speed of 1.26 Gbps in lab testing of its 5G Ultra Wideband technology. The lab work and trials in the field focused on optimizing the customer experience, and used 20 MHz of LTE spectrum and 400 MHz of mmWave spectrum from the 28 GHz band. The trials used devices currently commercially available and were completed in a live network test environment.

“We have achieved remarkable speed in downloading using various combinations of spectrum in our world-class spectrum portfolio,” said Adam Koeppe, Senior Vice President of Technology Planning at Verizon. “This new achievement indicates how much additional performance we can unleash for our customers on the uplink as we aggregate different combinations of spectrum.”

Past trials have shown extraordinary download speeds with various combinations of spectrum reaching 4.3 Gbps download speeds by aggregating Verizon’s mid-band C-band spectrum with high band mmWave spectrum. 

Verizon won C-Band licenses for between 140-200 MHz in all available markets, and began in the first 46 areas deploying up to 60 MHz, quickly expanding to an additional 30 markets deploying up to 100 MHz in many of those. Over the next few years, as additional spectrum is cleared by satellite companies, Verizon will be able to deploy 5G Ultra Wideband on all available bandwidth that it has licensed, up to 200 MHz. Every piece of equipment being deployed today is capable of using the full 200 MHz of bandwidth. When the full breadth of spectrum is accessed, Verizon said customers can expect peak download speeds to reach 2.4 Gbps, up from the 900 Mbps experienced with 60 megahertz deployed.

Verizon holds a total of 2,035 MHz of spectrum – 294 MHz in Sub 6 GHz spectrum (low and mid band) and 1,741 MHz of mmWave spectrum (high band).

  • Low band: Verizon’s low band spectrum (nationwide 700 MHz licenses and 850 MHz spectrum) continues to provide the best 4G LTE experience in the industry and now also supports nationwide 5G service, giving customers in over 2,700 markets access to 5G. Low band signals travel great distances and penetrate through walls and dense foliage very effectively.
  • High band: Verizon’s mmWave build is a critical differentiator and the company continues to expand its mmWave footprint to deliver game changing experiences for the densest parts of the network. mmWave brings the benefits of highly predictable signal waves leading to greater efficiency and less interference for customers, and also boasts huge capacity. mmWave service is ideal to deliver 5G service in high-usage areas like cities, venues, and stadiums for years to come.
  • Mid-band: Verizon’s mid-band spectrum assets include AWS, PCS, CBRS and C-band spectrum. C-band provides a valuable middle ground between capacity and coverage for 5G networks, and is enabling greater speeds than 5G on low band spectrum and greater coverage than mmWave spectrum for both mobility and home broadband solutions. The addition of C-band spectrum paves the way for Verizon to provide its differentiated service of 5G Ultra Wideband service to millions of customers, now covering more than 175 million and growing quickly.


Dell'Oro: Data Center infrastructure spend to the $35B in 2027

Data center physical infrastructure (DCPI) revenues are forecast to grow at an 8 percent compound annual growth rate (CAGR) from 2022 to 2027, to above $35 billion, according to a new report from Dell'Oro Group. Macroeconomic uncertainty and lingering supply chain constraints are currently short-term headwinds, however, long-term growth is forecast to remain resilient supported by sustainability-minded cloud and colocation data center expansions and on-premises enterprise modernization.

“Next generation processors and accelerators, from the likes of AMD, Intel, and NVIDIA, are rapidly changing the power and thermal management requirements for data center physical infrastructure,” said Lucas Beran, Principal Analyst at Dell’Oro Group. “The Thermal Design Power (TDP) of these semiconductor components continues to rise, with TDPs of 350W and 400W for the latest generation of CPUs, and up to 700W for GPUs. And product roadmaps show further increases from here. This is ultimately leading to higher rack power densities, with architectural changes in backup power, power distribution, and thermal management required.

“At the same time, data center sustainability has risen to the top of decision making, planning, and design criteria in the industry. This has opened the door for a significant technology transition during this forecast period – the transition from air to liquid-based thermal management.  The two primary technologies, direct liquid cooling and immersion cooling (single-phase and two-phase), are forecast to grow significantly and reach $1.7 billion, or 24 percent, of thermal management revenue by 2027,” continued Beran.

Additional highlights from the Data Center Physical Infrastructure 5-Year January 2023 Forecast Report:

  • DCPI revenue growth is forecast to remain resilient in 2023, growing 9 percent, supported by historically high DCPI vendor backlogs.
  • Asia Pacific (Excluding China) is forecast to grow at the fastest CAGR during the forecast period, followed by EMEA and China.
  • Data Center Thermal Management is forecast to grow at the fastest rate of any market segment during the forecast period, surpassing $7 billion in vendor revenues in 2027.
  • The Service Providers (Top 10 Cloud, Rest-of-Cloud, Colocation, and Telco) customer segment is forecast to grow at a double-digit CAGR during the forecast period, while the Enterprise customer segment (Large Enterprise, Rest-of-Enterprise) is forecast to grow at a much lower rate.

Dell'Oro: Service Provider router growth through 2027

The Service Provider (SP) Router and Switch market is projected to expand through 2027, with market revenues growing at a 2 percent compounded annual growth rate (CAGR) from 2022 to 2027, according to a new report from Dell'Oro Group. Global cumulative SP Router and Switch market revenues are expected to approach $77 billion by 2027. Wide adoption of 400 Gbps technology-based products will persist as the key driving force of growth. Telecommunication and Cloud SPs will continue investing in network upgrades to accommodate increasing traffic levels and to benefit from the economic efficiency of 400 Gbps technology.

"Our Forecast growth projections remain largely unchanged compared to our previous forecast," said Ivaylo Peev, Senior Analyst at Dell'Oro Group. "We anticipate continuing market uncertainty and worsening macroeconomic conditions in the first few years of the forecast period as economists are projecting a high possibility of recession in Europe and North America. However, we expect the global SP Router and Switch market to stabilize in the second half of the forecast period, as we assume that the underlying fundamentals of the SP Router market remain healthy," added Peev.

Highlights from the Service Provider Router and Switch 5-Year January 2023 Forecast Report:

  • 400 Gbps-capable routers built on the newest generation of high-capacity ASICs offer the benefits of higher speeds per port with decreased energy consumption, thus reducing the total number of ports required and, in turn, the size of the chassis. The higher-speed per port also lowers the cost per bit per port. Combined with the reduced energy consumption and the smaller, rack space-saving format of the router, transitioning to 400 Gbps ports enables SPs to make more economically efficient investments and lower operating costs.
  • In the SP Core Router segment, we expect revenue to increase at a 4 percent CAGR from 2022 to 2027 and growth to be largely driven by the adoption of 400 Gbps technology.
  • The combined SP Edge Router and SP Aggregation Switch segment is expected to grow at a 1 percent CAGR, approaching $12 B in 2027. The dominant growth driver in the segment will remain the expansion of mobile backhaul networks to support the adoption of 5G radio access networks (RAN), followed by increasing residential broadband deployments.
  • We project a decline in the IP mobile backhaul market in China, with SPs shifting their investments to Core and Metro networks, and we expect increasing demand for SP Core Router products as a result.


https://www.delloro.com/news/sustained-service-provider-router-growth-expected-through-2027/


Estonia's Greenergy Data Centers deploys Juniper

Estonia's Greenergy Data Centers (GDC), which claims to be the largest and most energy-efficient data center company in the Baltics, has deployed Juniper’s cloud-ready data center and AI-driven enterprise solutions. 

The GDC data center is a 14,500-square-meter, 31.5-megawatt facility. The Juniper network supports the company’s integrated building and power management system, with thousands of telemetry sensors that facilitate the delivery of safe, reliable power. Hundreds of motion-activated thermal cameras connect to the network in support of GDC’s efforts to provide the highest levels of physical security.

Juniper said GDC is using Mist AI for visibility into its wireless network and an easier way to build and configure the network, resulting in less cost, increased productivity, improved efficiency and reduced errors. Juniper Access Points and Juniper EX Switches deliver faster, more reliable connectivity in Greenergy’s network operations center, day-use client offices, assembly rooms and warehouse. Juniper cloud services, driven by Mist AI, streamline and automate most network operations.

GDC uses Juniper QFX Series Switches for its core network, the Juniper vSRX Virtual Firewall for next-generation, virtualized firewall services, and the Juniper vMX Universal Routing Platform for carrier-grade, virtualized routing.


Kyndryl posts revenue of $4.3 billion, raises guidance

Kyndryl reported revenues of $4.3 billion for the quarter ended December 31, 2022, a year-over-year decline of 6% and a 3% increase in constant currency. The company reported a pretax loss of $138 million and a net loss of $106 million, or $0.47 per diluted share, in the quarter, compared to a net loss of $731 million in the prior-year period. Adjusted EBITDA of $580 million compares to $679 million of pro forma adjusted EBITDA in the prior-year period, primarily driven by unfavorable currency movements of approximately $125 million. In the nine months ended December 31, cash flow from operations was $769 million, and adjusted free cash flow was $407 million.

“We’re encouraged by the stronger sequential margins and significant cash flow we delivered in the quarter. Our three-A initiatives are positively impacting both our current bottom line and the future earnings associated with our signings,” said Kyndryl Chief Financial Officer David Wyshner. “We have the right strategy in place and are executing against it to power future growth and enhanced profitability.”

Kyndryl is raising its revenue outlook for its fiscal year beginning April 1, 2022 and ending March 31, 2023 to reflect higher constant-currency revenue growth and currency effects, and is reaffirming its outlook for adjusted EBITDA and adjusted pretax margins. 


Cisco's unified SASE now integrates with its Viptela SD-WAN

Cisco’s unified SASE solution, Cisco+ Secure Connect, now supports integration into Cisco SD-WAN fabrics using Viptela technology. The unified solution converges networking and security to provide customers with a single platform and a streamlined operational model that simplifies and scales the visibility, management and control over a hybrid work environment. Cisco says its converged operating model also provides IT teams with enhanced visibility and control over the network, making the experience easy for them to manage.

Two additional news items from this week's Cisco Live event in Amsterdam:

  • Cisco introduced new cloud services in IoT Operations Dashboard to increase industrial asset visibility, securely manage assets from anywhere and provide Industrial Internet of Things (IoT) customers with a seamless path to cloud automation for Operational Technology (OT) teams.
  • Cisco ThousandEyes introduced support for OpenTelemetry, unlocking internet and cloud intelligence across a wide range of monitoring and IT platforms for expanded visibility, correlated insights and optimized digital experiences.

https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2023/m02/cisco-connects-and-protects-with-new-cloud-tools-across-networking-security-and-operations-to-provide-greater-visibility-and-control-over-networks.html

A10 reports record sales of $77.6 million, up 9.9%

A10 Networks reported record revenue of $77.6 million for its fourth quarter ended December 31, 2022, up 9.9% year-over-year. GAAP gross margin was 79.7%. GAAP net income was $18.0 million, or $0.24 per diluted share, compared with GAAP net income of $10.7 million, or $0.13 per diluted share in the fourth quarter of 2021.

“Strong demand for our proprietary security-led solutions drove record revenues for the quarter and the full-year, with continued broad-based growth across both enterprises and service providers and in each key geographic region, on a constant-currency basis,” said Dhrupad Trivedi, President and Chief Executive Officer of A10 Networks. “Increasingly, A10 is positioned as a diversified, differentiated security solutions provider, structured to mitigate fluctuations from any single customer or region. While we are not immune from recessionary impacts, our industry leadership makes our offerings a priority over discretionary investments. We remain well-positioned for continued success with both enterprise and service provider customers.”

“In 2022 we successfully navigated supply chain constraints, maintained robust gross margins and effectively managed our operating expenses, which drove profitability and free cash flow,” added Trivedi. “With revenue growth that outpaced operating expenses, we were able to grow our bottom line faster than our top line.