Thursday, October 26, 2023

Telxius to extend Tikal subsea cable to Mexico

Telxius unveiled plans to extend its Tikal subsea cable system via a spur to Cancun, Mexico.

Tikal was announced jointly with America Movil in January 2023 to connect Puerto Barrios (Guatemala) to Boca Raton (United States). Telxius will now lead independently, on its own, the extension project to Cancun and the related supply contract is already in force with ASN.

Tikal’s main trunk will launch with an initial estimated capacity of 380 Tbps and will serve a key route in the Caribbean with the highest levels of service, reliability and security. The estimated Ready For Service (RFS) date is mid-2026. This next-generation cable will now land in Mexico through the extension to Cancun. There is an option to extend it further to Barranquilla (Colombia).

“The extension demonstrates Telxius’ continuous commitment to providing state-of-the-art, digital infrastructure in the Caribbean and throughout the Americas. Our partners and customers benefit from an ultrahigh capacity network, low latency and enhanced resiliency. We are proud of our ongoing expansion efforts, ensuring connectivity to key digital hubs in the Americas and Europe”, said Mario Martín, CEO at Telxius.

Dell'Oro: Coherent Optical Transceiver Shipments to grow at 17% CAGR

Dell'Oro Group is forecasting that coherent optical transceiver shipments will grow at a 17 percent compounded annual growth rate (CAGR) for the next five years. Additionally, the Coherent Optics market is undergoing a tectonic shift with the availability of small form factor pluggable optics that will increase the use of coherent technology in routers and ethernet switches.

"The demand for coherent technology is expanding," stated Jimmy Yu, Vice President for Optical Transport market research at Dell'Oro Group. "This is in part due to the continuous need for better, lower powered, and higher capacity transceivers that meet future global network requirements," added Yu.

"Historically, the majority of coherent optics have predominantly found their application in DWDM systems," stated Sameh Boujelbene, Vice President for Ethernet Switch market research at Dell'Oro Group. "However, with vendors making strides in developing smaller and more energy-efficient coherent transceivers, the scope of their use is rapidly expanding. This expansion encompasses not only the range of platforms they can support, but also the diversity of applications to which they can cater," added Boujelbene.

Additional highlights from the Coherent Optics Report:

  • Coherent Optics market is predicted to reach nearly $13 billion by 2027. This growth will be driven by both form factors: Module/Embedded and Plug. Pluggable transceivers are projected to grow at the highest rate and contribute most of the volume growth for the next five years.
  • The use of coherent transceivers on DWDM Systems will continue to contribute the largest share of the market revenue. However, within a short period of time, the use of coherent optics on Router & Switch platforms will reach material levels.
  • Coherent optics deployed on Router & Switch platforms will account for more than 50 percent of the annual increase in transceiver shipments throughout the forecast period. This will be due to the availability of ZR Optics, beginning with 400ZR and carrying through to 1600ZR.

AWS generated Q3 sales of $23 billion, up 12% yoy

Amazon reported AWS Q3 sales of $23.1 billion, up 12% year-over-year. AWS operating income for the quarter amounted to $6.976 billion, up 29% yoy.

“We had a strong third quarter as our cost to serve and speed of delivery in our Stores business took another step forward, our AWS growth continued to stabilize, our Advertising revenue grew robustly, and overall operating income and free cash flow rose significantly,” said Andy Jassy, Amazon CEO. “The benefits of moving from a single national fulfillment network in the U.S. to eight distinct regions are exceeding our optimistic expectations, and perhaps most importantly, putting us on pace to deliver the fastest delivery speeds for Prime customers in our 29-year history. The AWS team continues to innovate and deliver at a rapid clip, particularly in generative AI, where the combination of our custom AI chips, Amazon Bedrock being the easiest and most flexible way to build and deploy generative AI applications, and our coding companion (CodeWhisperer) allowing enterprises to have the equivalent of an experienced engineer who understands all of their proprietary code is driving momentum with customers, including adidas,, GoDaddy, LexisNexis, Merck, Royal Philips, and United Airlines, all of whom are starting to run generative AI workloads on AWS. Between AWS re:Invent and our 29th holiday shopping season, this is a particularly action-packed time of year at Amazon and we’re excited for what’s to come.”

AWS highlights

  • Launched the AWS Israel (Tel Aviv) Region and a new AWS Local Zone in Phoenix, Arizona. The AWS Israel (Tel Aviv) Region is estimated to support an average of 7,700 full-time equivalent jobs annually through a planned investment of $7.2 billion through 2037.
  • Kicked off Project Kuiper’s Protoflight mission with the launch of two prototype satellites aboard an Atlas V rocket from United Launch Alliance. Project Kuiper, Amazon’s low Earth orbit satellite broadband initiative, will use this multimonth mission to test its satellites and network from space, and collect data ahead of the planned start of satellite production later this year. Project Kuiper also announced a partnership with Vodafone and Vodacom to extend the reach of their 4G/5G networks in Africa and Europe, provide backup to businesses, scale for major events, and quickly recover after disasters.

Juniper posts revenues of $1.398B, down 1% yoy

Juniper Networks reported net revenues of $1,397.8 million for the three months ended September 30, 2023, a decrease of 1% year-over-year and a decrease of 2% sequentially. Non-GAAP operating margin was 17.5%, an increase from 17.2% in the third quarter of 2022, and an increase from 16.9% in the second quarter of 2023. Non-GAAP net income was $193.9 million, an increase of 2% year-over-year, and an increase of 3% sequentially, resulting in non-GAAP diluted net income per share of $0.60.

“We delivered better than expected Q3 results due to another record quarter in our enterprise business, which represented more than 50% of total company revenue for the first time in the company’s history,” said Juniper’s CEO, Rami Rahim. “While we are continuing to experience headwinds from our cloud and service provider customers, many of which are still digesting prior purchases, our enterprise momentum remains strong and provides confidence in our future growth prospects.”

“We delivered another quarter of improved profitability in Q3, as non-GAAP gross and operating margin both exceeded the mid-point of our guidance, which enabled us to achieve non-GAAP EPS above the high-end of our outlook,” said Juniper’s CFO, Ken Miller. “We remain committed to delivering greater than 100 basis points of non-GAAP operating margin expansion in 2023 and see the potential to deliver further improvement in 2024.”

Intel posts Q3 sales of $14.2 billion

Intel posted Q3 revenue of $14.2 billion, down 8% from the same period last year. 

Intel also said that it remains on track to meet its goal of achieving five nodes in four years and to regain transistor performance and power performance leadership by 2025. Along with Intel 7, Intel 4, the company’s first node using extreme ultraviolet (EUV) technology, is now in high-volume manufacturing. Intel also achieved a critical milestone on Intel 18A with the release of the 0.9 PDK

  • Client Computing Group (CCG) revenue was $7.9 billion, down 3%
  • Data Center and AI (DCAI) revenue was $3.8 billion, down 10%
  • Network and Edge (NEX)revenue was $1.5 billion, down 32%
  • Mobileye revenue was $530 million, up 18%
  • Intel Foundry Services (IFS) revenue was $311 million, up 299%

"We delivered a standout third quarter, underscored by across-the-board progress on our process and product roadmaps, agreements with new foundry customers, and momentum as we bring AI everywhere,” said Pat Gelsinger, Intel CEO. “We continue to make meaningful progress on our IDM 2.0 transformation by relentlessly advancing our strategy, rebuilding our execution engine and delivering on our commitments to our customers.”

Ribbon posts revenue of $203M on strong IP Optical sales

Ribbon Communications reported Q3 revenue of $203 million, compared to $207 million for the third quarter of 2022 and $211 million for the second quarter of 2023.

"Ribbon delivered solid earnings in the third quarter as GAAP Income from Operations improved by $4 million and Non-GAAP Adjusted EBITDA increased 21% year over year. IP Optical Networks sales have increased 14% year-to-date and were up 6% in the third quarter with approximately 50% sales growth in India, the U.S., and Japan. However, IP Optical Networks sales in the EMEA region were approximately 20% lower in the quarter. Strategically, we went into live commercial service with our Neptune IP Router at a U.S. Tier One Service Provider this quarter. Cloud & Edge sales were lower primarily due to reduced spending from U.S. Tier One Service Providers, offset by additional voice modernization sales to U.S. Federal agencies," stated Bruce McClelland, President and Chief Executive Officer of Ribbon Communications.

President Biden requests $6 billion for ACP, $3.1 billion for Rip-n-Replace

As part of a Fiscal '24 Supplemental Budget Request to Congress, President Biden is requesting an additional $6.0 billion to strengthen the Affordable Connectivity Program by extending free and discounted high-speed internet for eligible households through December 2024.

Biden is also requesting an additional $3.1 billion for FCC to reimburse communications providers under the Rip-n-Replace program for the ongoing removal of insecure, Chinese-made equipment and software from U.S.communications infrastructure.

Adtran introduces new synchronization solutions with Satellite Time and Location technology

Adtran has launched new synchronization solutions featuring Satellite Time and Location (STL) technology to address the growing vulnerabilities of GPS and other GNSS systems to jamming and spoofing attacks. 

STL harnesses low-earth orbit (LEO) satellites as a distinct time source, offering an alternative to GNSS. This dual-source approach aligns with zero-trust principles, ensuring resilience even in the event of GNSS disruption.

Adtran's OSA 5405-S PTP grandmaster clock can now receive STL signals alongside GNSS-based timing. The device caters to a diverse range of indoor and outdoor deployment settings, serving industries from 5G and data centers to smart grids and defense. The OSA 5400 STL module, which brings the benefits of a compact STL/GNSS receiver to third-party switches and servers, is also available from the Adtran Oscilloquartz suite. 

The OSA 5405-S supports both LEO time services and multi-constellation GNSS, among other timing sources. By leveraging the power of STL signals, which are up to 1,000 times stronger and significantly more secure than GNSS, it can penetrate even the most challenging environments, including deep inside buildings and other hard-to-reach locations. 

“The world is waking up to the need for timing resilience. As GNSS systems face increasing vulnerabilities, it’s clear that relying solely on traditional synchronization sources is a ticking time bomb for our critical infrastructure. The potential fallout could be massive: grounded flights, non-functioning power plants and financial systems thrown into chaos. That’s why the launch of our OSA 5405-S is so crucial. With this solution, we’re making jamming and spoofing nearly impossible,” said Gil Biran, GM of Oscilloquartz, Adtran. “By ensuring highly precise positioning, navigation and timing (PNT) services even in GNSS-denied applications, our OSA 5405-S will be a vital resource for mobile operators, power utility companies, government, scientific research and more.”

FCC announces funding for Wi-Fi on school buses

The FCC will allow E-Rate funding to be used for Wi-Fi on school buses beginning in funding year 2024 as the Emergency Connectivity Fund (ECF) program is set to sunset.  

The FCC ruling clarifies that the use of Wi-Fi, or other similar access point technologies, on school buses serves an educational purpose and the provision of such service is therefore eligible for E-Rate funding. 

The E-Rate program was authorized by Congress as part of the Telecommunications Act of 1996 and created by the Commission in 1997 to enhance access to advanced telecommunications and information services for all public and nonprofit elementary and secondary school classrooms and libraries.