Wednesday, July 12, 2023

Broadcom gains European Commission clearance for VMware deal

Broadcom received conditional approval from the European Commission to complete its acquisition of VMware.

The $61 billion deal was first announced on May 26, 2022.

To ensure competition and innovation in cloud computingBroadcom said it provided the European Commission with a technology access remedy that preserves interoperability, a core principle that would not have changed as a result of this transaction.

Broadcom has already received regulatory clearance from Australia, Brazil, Canada, South Africa, and Taiwan.

ViaSat-3 Americas satellite fails to deploy reflector

The recently launched ViaSat-3 Americas satellite encountered a malfunction in the deployment of its reflector, potentially limiting the usefulness of the satellite.

In a press statement, ViaSat said it is conducting a rigorous review of the development and deployment of the affected reflector. It is also working on potential remedial measures and contingency plans.

“We’re disappointed by the recent developments,” said Mark Dankberg, Chairman and CEO, Viasat. “We’re working closely with the reflector’s manufacturer to try to resolve the issue. We sincerely appreciate their focused efforts and commitment.”

Contingency plans are currently being refined to minimize the economic effect to the company. Potential options include redeploying satellites from Viasat’s extensive fleet to optimize global coverage, and/or reallocating a subsequent ViaSat-3 class satellite to provide additional Americas bandwidth. The initial service priority for ViaSat-3 Americas has been to facilitate growth in the company’s North American fixed broadband business.”

  • In April, SpaceX successfully launched the ViaSat-3 Americas satellite to geostationary orbit aboard a Falcon Heavy rocket from Kennedy Space Center in Florida. Also on board this mission was Astranis’s first MicroGEO satellite and Gravity Space’s GS-1 satellite. 
  • ViaSat-3 Americas is the first of three geostationary satellites that will form a new constellation. Each of the satellites offers over 1 Tbps of onboard switching capacity with the ability to redirect bandwidth as needed. Each of the satellites in the upcoming ViaSat-3 global constellation is expected to be able to temporarily concentrate capacity at geographic points of demand, reducing coverage to places that need less capacity. Enormous solar panels will offer 25 kilowatts of power.
  • ViaSat-3 also features anti-jamming capabilities for government and defense applications.
  • ViaSat-3’s ground network will be composed of hundreds of Satellite Access Nodes (SANS), ensuring redundancy.

Akamai opens sites in Paris, Wash DC, Chicago, Seattle, Chennai

Marking the first major step in its push to put compute, storage, database, and other services on top of the same underlying backbone that powers its edge network, Akamai Technologies inaugurated three cloud computing sites in Paris, Washington, D.C., and Chicago. Akamai plans to open similar sites in Seattle and Chennai later this quarter.

“Distributed workloads require distributed infrastructure,” said Adam Karon, chief operating officer and general manager, Cloud Technology Group, Akamai Technologies. “Legacy, centralized cloud architecture was not designed for the demands of developers and companies challenged with delivering better user experiences that increasingly require putting applications and data closer to the customer.”

“Next generation applications demand cloud infrastructure that provides dramatically lower latency and better egress than what’s currently possible from today’s legacy cloud providers,” said Karon. “What we’re building is designed for that new world.”

The company also announced new premium instances that deliver consistent performance, predictable resource and budget allocation, and simpler SKU management for larger commercial workloads. The new instance types guarantee assignment to the best performing processor and hardware combination available. They can also make it easier to manage multiple deployments and upgrades without complicated SKU matching which can often see in excess of 100,000 changes a month across the top three legacy hyperscale providers. The new premium service, available across each of the company’s newly launched sites, adds to Akamai’s existing shared and dedicated offerings.

Additionally, Akamai announced it doubled the capacity of its object storage product to one petabyte and one billion objects per bucket. The upgrade allows businesses to access higher data volumes to build scalable, performant, and low-latency cloud-native applications and analytics solutions. Clusters with the increased limits will be available in the new sites announced today.

Lastly, the company announced plans to launch Akamai Global Load Balancer later this quarter, the first of several planned integrated services following Akamai’s acquisition of Linode. The new global load balancing capabilities ensure no single point of failure, routing traffic requests to the optimal data center to minimize latency. 

Adtran expands fiber monitoring for deep PON assurance

Adtran has expanded of ALM fiber monitoring platform with PON assurance features for granular and actionable insights. The new capabilities enable communication service providers (CSPs) to monitor their entire PON infrastructure for any faults or degradation. 

Adtran says the non-intrusive, service-agnostic deep PON assurance solution eliminates the need for demarcation reflectors in the field, ensuring compatibility with any existing PON network while reducing operational complexity. 

Offering valuable insights into passive network quality, it acts like a radar to pinpoint the location of issues. Featuring fanless operation and low-power consumption, the ultra-compact ALM enhances operational efficiency and sustainability.

Until today, assuring PON networks was challenging and expensive. Now there’s a simple and cost-efficient way to leverage real-time insight so that maintenance teams can quickly locate and resolve issues before they affect customers.

Optus partners with SpaceX for mobile coverage across Australia

Optus signs with SpaceX for 100% mobile coverage across Australia, excluding the Australian Radio Quiet Zone in Western Australia and Remote Offshore Territories and Islands.

Optus announced an agreement with SpaceX for mobile connectivity covering 100% of Australia using the Starlink satellite constellation. This new satellite-to-phone coverage will be extensively tested before launch, with further information on its characteristics and accessibility provided closer to availability.

The companies will work to expand the reach of customers’ mobile connectivity to include the 60% of Australia’s land mass that currently has no mobile coverage. This will be achieved through a phased rollout of SpaceX’s satellite capability, starting with SMS in late 2024, with voice and data to follow in late 2025.

Optus’ Managing Director, Marketing and Revenue, Matt Williams, said, “Optus has always thought differently about what it means to deliver connectivity to our customers, and today we proudly provide mobile coverage to 98.5% of Australia’s population through our existing network. However, Australia’s vastness and terrain can make it difficult for any operator to provide mobile coverage everywhere it is needed – especially in remote or hard-to-reach locations.”

This new satellite-to-phone coverage will be extensively tested before launch, with further information on its characteristics and accessibility provided closer to availability.

Ekinops reports Q2 revenue of € 39.2 million, up 10%

Ekinops reported consolidated revenue of €39.2m in Q2 2023, up +10% Y-o-Y. As a reminder, Q2 2022 recorded strong growth of +29%. This year's quarterly growth at constant exchange rates was 11%. Compared to Q1 2023 (€31.9m), Q2 sales were up +23%, reflecting buoyant activity.

Over H1 2023, revenue amounted to €71.0m, representing overall growth of +12% vs. H1 2022, which was a particularly challenging basis for comparison (+25% growth last year).  

Didier Br├ędy, Chairman and CEO of Ekinops said: "Ekinops delivered a good H1 2023, fully in line with our expectations. This robust H1 performance, achieved despite the very challenging comparative figures after an exceptional 2022, comes in an overall less buoyant market context and a weaker economic environment. Despite this, we expect H1 sales to show good profitability in terms of gross margin."

"Visibility is weaker for H2 given the economic environment, and Ekinops is making it a priority to ramp up its commercial activity across all its geographies."

Some highlights

  • In continuity with FY 2022, Optical Transport activity continued its strong growth trajectory, achieving a further jump of +41% in H1 2023 compared to the same period last year (vs. +32% in Q1 2023 and +49% in Q2 2023), thanks to the success of WDM solutions and the appeal of OTN technology both in the US and Europe.
  • Access solutions were down by -5% over H1 2023 (vs. +21% in H1 2022), mainly due to lower sales in Asia-Pacific. Access sales were virtually flat in France (-1%), but up +7% in EMEA.
  • Software & Services revenue, which accounted for 14% of Group revenues in H1 2023 (vs. 15% over full year 2022), showed slight growth over the period (+1%).
  • International growth came in at +14% in H1 2023. Sales outside France represented 66% of the Group's total revenue, compared with 65% a year earlier.
  • North America reported revenues of €18.2m up by a robust +42% year-on-year (identical in US dollar terms), driven by strong demand for Optical Transport solutions. This key strategic region represented 26% of Group revenue in H1 (vs. 20% a year earlier).
  • After a dip at the start of the year (-7% over Q1 2023), the EMEA region (Europe - excluding France - Middle East & Africa) has returned to growth, posting a +13% increase over H1 2023. This recovery was mainly driven by solid growth in sales of Optical Transport solutions in the region, which account for 39% of sales.
  • Business in Asia-Pacific was down -65% at mid-year, following a +80% growth in H1 2022. Ekinops generated 2% of its revenue in Asia-Pacific in H1 this year.
  • Lastly, in its domestic market, Ekinops posted H1 revenue growth of +9% vs. the year-earlier period, particularly driven by a doubling in sales of Optical Transport solutions. Ekinops generated 34% of its H1 revenue in France.

DZS adds to its team

DZS has appointed Daniel Won Chief Operating Officer for Asia and Gunter Reiss Chief Customer Officer for the Americas, Europe, Middle East and Africa (AEMEA) regions. 

Prior to his current role, Won was Chief Customer Officer for Asia and Chief Product Officer at DZS and previously served as President of DASAN Networks Solutions prior to the merger in 2016 creating current DZS.  Prior to DZS, he held various executive positions at LG and Cisco Systems.

Reiss joined DZS in February 2022 as Chief Marketing Officer. Prior to DZS, Reiss was a member of the executive leadership team at A10 and before that, he was an integral part of the leadership team at Ericsson leading global strategy and business development for IP, broadband access, 4G/5G packet core, optical transport and microwave.