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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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