Telxius Expands to 400G with Juniper's Converged Optical Routing

Telxius, a leading global connectivity provider, is set to scale its core and edge network infrastructure to 400G using Juniper Networks’ Converged Optical Routing Architecture (CORA). This collaboration with Juniper Networks (NYSE:JNPR), known for its secure AI-native networks, aims to simplify network capacity expansion and efficiently deliver enhanced connectivity to metro networks and data center interconnects (DCI). The upgrade will enhance connectivity across distances of approximately 100 km to points of presence (PoPs) within Telxius’ expansive global footprint, including Spain, the Americas, and wider Europe.

Telxius is 100% owned by Telefónica and is headquartered in Madrid, Spain. Telxius operates a robust subsea cable network, connecting Europe, Latin America, and Africa, with assets including the MAREA, BRUSA, and Atlantic Coast North (ACN) subsea cables. The company is also expanding its data center footprint in key markets, including Spain, USA, and Brazil. Additionally, Telxius has a large portfolio of over 23,000 towers in Europe, which it offers to tenants through its wireless infrastructure business. Looking ahead, Telxius is planning to expand its subsea cable network and data center capacity to meet growing demand for digital services.

By integrating Juniper’s CORA and PTX Series Packet Transport Routers, Telxius will create a more robust and efficient network. The project will migrate key architecture components to these advanced systems, freeing up substantial reserved bandwidth and enabling flexible expansion to 400G capacity. Leveraging IP over Dense Wavelength Division Multiplexing (IPoDWDM) technology, the solution maximizes routing platform capacity and scales link bandwidth, reaching more network locations and customers while reducing the need for external DWDM equipment. 

Key Points:

• Telxius is scaling its network infrastructure to 400G using Juniper Networks’ CORA.
• The upgrade enhances connectivity across approximately 100 km to PoPs in Spain, the Americas, and wider Europe.
• The integration involves Juniper’s CORA and PTX Series Packet Transport Routers.
• The project will free up bandwidth and enable flexible 400G expansion.
• The solution leverages IPoDWDM technology to maximize routing capacity and bandwidth.
• Telxius aims to simplify network operations, increase reliability, and reduce power consumption.

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Dell'Oro: Front End Networks and Data Center Switch Sales

Ethernet data center switches deployed in non-accelerated infrastructure, or “Front-End Networks” are forecast to generate more than $100B in sales over the next five years, according to a new report by Dell’Oro Group. By 2028, 51.2 and 102.4 Tbps network chips are expected to enable the deployment of nearly 100M shipments of 800 Gbps and 1.6 Tbps switch ports in front-end networks. AI infrastructure build-outs, also known as “Back-End Networks”, have the potential to double these deployments.

“While Cloud Service Providers’ focus in the near term is on building AI back-end networks to support their AI infrastructure, we anticipate an accelerated pace of investments in front-end networks in the second half of our forecast horizon,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “Despite exponential growth opportunities in back-end networks, front-end networks are expected to continue driving the bulk of Ethernet data center switch sales over the next few years. Maintaining robust spending in front-end networks remains, therefore, essential to boosting the performance of major Ethernet switch suppliers.

“While back-end network will be the first to migrate to higher speed, we anticipate 51.2 Tbps-based switch deployment in front-end network to debut in 2024 and to enable a swift adoption of 800 Gbps. 102.4 Tbps-based switch deployments are expected to follow in 2025/2026 time frame and enable a second wave of 800 Gbps and the initial wave of 1.6 Tbps deployment,” added Boujelbene.

Additional highlights from the Ethernet Switch—Data Center 5-Year July 2024 Forecast Report:

• Linear Drive Pluggable Optics (LPOs), an alternative to Co-Packaged Optics (CPOs), are expected to gain material traction during our forecast horizon.
• SONiC (Software for Open Networking in the Cloud) adoption is expected to accelerate, achieving a 10-20 percent penetration rate in Tier 2/3 Cloud service providers and large enterprises by 2028.

https://www.delloro.com/news/front-end-networks-will-account-for-more-than-100b-in-data-center-switch-sales-over-the-next-five-years/

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Dell'Oro: Data Center Liquid Cooling Market Takes Off

The Data Center Liquid Cooling market has hit an inflection point, with mainstream adoption of liquid cooling starting in the second half of 2024, according to a new report from Dell'Oro Group that forecasts a market opportunity of more than $15 billion over the next five years (2024-2028).

“After tracking the Data Center Liquid Cooling market for five years, it’s finally transitioning from a niche technology deployed in specific segments of the market to mainstream applicability,” said Lucas Beran, Research Director at Dell’Oro Group. “Historically, liquid cooling vendors touted increased efficiency and sustainability as factors behind the technology’s adoption. While those benefits remain true, it’s proved to be the increased thermal management performance capabilities, meeting the particularly demanding thermal requirements of high-end processors and accelerated servers, that is the current driving force behind its adoption.

“As this adoption occurs, it’s single-phase direct-to-chip liquid cooling (DLC) deployments that are scaling first. This is the result of long-standing adoption in the high-performance computing (HPC) industry that has helped establish a more mature vendor ecosystem and end-user know-how to deploy and service the technology. Additionally, NVIDIA has specified single-phase DLC as the cooling technology to support its upcoming GB200 compute nodes. Yet, other forms of liquid cooling are emerging in the rapidly growing liquid cooling market. Both single-phase immersion and two-phase DLC are undergoing testing, validation, and proof of concept work, which is materializing in growing pipelines for those vendors. Two-phase immersion, on the other hand, is facing an uphill battle towards adoption, as it remains particularly challenged by the regulatory environment surrounding PFAS fluid use,” continued Beran.

Additional highlights from the Data Center Liquid Cooling Advanced Research Report:

• CoolIT Systems, Boyd, and Motivair were the top three vendors in Data Center Liquid Cooling revenues in 2023.
• Single-phase DLC is the leading data center liquid cooling technology. This is expected to continue throughout the forecast period, however, two-phase DLC and single-phase immersion revenues are also forecast to materially grow during the forecast period.
• The Enterprise customer segment, including HPC, was the leading customer segment of Data Center Liquid Cooling in 2023. However, the service provider customer segment, which includes the Top 10 Cloud, Rest-of-Cloud, Colocation, and Telco, is forecast to significantly outpace the growth of enterprises during the forecast period.
• Air-assisted liquid cooling and liquid-to-liquid heat exchange types are both forecast to grow at significant double-digit rates during the forecast period. By 2028, they are forecast to account for more than a third of the overall data center thermal management market.

https://www.delloro.com/news/ata-center-liquid-cooling-market-set-to-go-mainstream-and-top-15-b-over-the-next-five-years/

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Comcast Trims Connectivity Capex by 12.9% While Maintaining Growth

 Comcast reported its second-quarter 2024 results, showcasing mixed performance across its various business segments. In the Connectivity & Platforms division, which includes Residential and Business Connectivity units, revenue remained relatively stable with a slight decrease of 0.6% compared to the previous year. However, profitability in this segment improved, with Adjusted EBITDA increasing by 1.6% to $8.5 billion and Adjusted EBITDA margin expanding by 90 basis points to a record-high 41.9%. Capital expenditures for Connectivity & Platforms decreased by 12.9% to $1.9 billion, reflecting lower spending on customer premise equipment and scalable infrastructure, partially offset by higher investment in line extensions and support capital.

The company's overall performance was characterized by steady growth in key areas such as broadband ARPU and wireless customer additions, despite facing challenges in other segments. Total consolidated revenue decreased by 2.7% year-over-year to $29.7 billion, while adjusted earnings per share increased by 7.0% to $1.21.

Comcast Chairman and CEO Brian L. Roberts commented on the results: "We grew Adjusted EPS high single digits and continued to invest aggressively in our businesses while returning $3.4 billion to shareholders. Broadband ARPU increased by 3.6% and we delivered 6% revenue growth in our connectivity businesses, while expanding our Adjusted EBITDA margin across Connectivity & Platforms to a record-high 41.9%. Media returned to Adjusted EBITDA growth, driven by Peacock, which delivered the best year-over-year improvement for any quarter since its launch in 2020."

Residential Connectivity & Platforms:

- Domestic broadband revenue increased by 3.0% to $6.6 billion

- Domestic wireless revenue grew by 17.3% to $1.0 billion

- Total domestic broadband customers decreased by 120,000

- Domestic wireless lines increased by 322,000 to 7.2 million

Business Services Connectivity:

- Revenue increased by 5.7% to $2.4 billion

- Adjusted EBITDA grew by 4.4% to $1.4 billion

- Adjusted EBITDA margin was 57.0%

Media:

- Revenue increased by 2.1% to $6.3 billion

- Adjusted EBITDA grew by 9.0% to $1.4 billion

- Peacock revenue increased by 28% to $1.0 billion, with paid subscribers growing by 38% to 33 million

Studios:

- Revenue decreased by 27.0% to $2.3 billion

- Adjusted EBITDA declined by 51.4% to $124 million

Theme Parks:

- Revenue decreased by 10.6% to $2.0 billion

- Adjusted EBITDA declined by 24.1% to $632 million

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Verizon Maintains Course in Q2, Cuts Capital Spending

Verizon Communications Inc. reported its second-quarter 2024 results, showcasing a mixed financial performance with some positive trends. The company's total consolidated operating revenue increased slightly by 0.6% year-over-year to $32.8 billion, driven by growth in service and other revenue. However, profitability saw a slight decline, with earnings per share dropping from $1.10 in Q2 2023 to $1.09 in Q2 2024. On an adjusted basis, EPS decreased from $1.21 to $1.15. Capital expenditures for the first half of 2024 decreased significantly to $8.1 billion, compared to $10.1 billion in the same period of 2023, as the company returned to historic levels of capital intensity.

The company reported strong performance in key areas such as wireless service revenue, broadband subscriber growth, and free cash flow. Total wireless service revenue grew by 3.5% year-over-year to $19.8 billion, while free cash flow for the first half of 2024 increased to $8.5 billion from $8.0 billion in the previous year.

Verizon Chairman and CEO Hans Vestberg commented on the results: "The sequential and year over year improvements in the second quarter were a reflection of operational excellence and the moves we made to bring choice, value and control to our customers' lives. Our industry-leading network serves as a catalyst for how our millions of customers live their lives, and serves as the backbone for new and emerging technologies. We continue to build and expand on our strengths and successes with new products and services, and we are confident that this upward momentum will position us for future growth."

Consumer Group:

- Total revenue increased by 1.5% year-over-year to $24.9 billion

- Wireless service revenue grew by 3.7% to $16.3 billion

- Reported 8,000 wireless retail postpaid phone net losses, an improvement from 136,000 losses in Q2 2023

- Added 218,000 fixed wireless net additions and 24,000 Fios Internet net additions

Business Group:

- Total revenue decreased by 2.4% year-over-year to $7.3 billion

- Wireless service revenue increased by 2.4% to $3.4 billion

- Reported 268,000 wireless retail postpaid net additions, including 156,000 postpaid phone net additions

- Added 160,000 fixed wireless net additions, the highest quarterly result to date

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Ontario's telMAX deploys Adtran's Mosaic CP microservices platform

Canadian service provider telMAX is utilizing Adtran's scalable, programmable fiber access technology to extend high-speed broadband services to more communities. telMAX is leveraging Adtran’s Mosaic CP microservices platform, integrated with the GLDS BroadHub subscriber management platform, to enable rapid and cost-effective network expansion. The advanced automation features of this technology streamline network management and service activation, enhancing service delivery, troubleshooting, and customer care. The solution is built on Adtran’s compact SDX 6000 Series of Combo PON optical line terminals (OLTs) and multigigabit XGS-PON optical network terminals, designed for bandwidth-intensive subscribers.

This deployment empowers telMAX to create a more agile and customer-focused network, significantly increasing overall satisfaction as they bring ultra-fast full-fiber broadband to more households and businesses in Southern Ontario. With the new fiber access solution, telMAX can perform many operations remotely, ensuring swift, trouble-free installations for subscribers. This efficiency optimizes productivity and reduces operational costs, enabling telMAX to rapidly expand into new areas and offer exclusive, lightning-fast internet connectivity.

• telMAX is expanding its high-speed broadband services using Adtran’s technology.

• Integration includes Adtran’s Mosaic CP platform and SDX Series OLTs with GLDS BroadHub® subscriber management.

• Advanced automation streamlines network management, enhancing service delivery and customer care.

• The deployment aims to provide ultra-fast full-fiber broadband to more communities in Southern Ontario.

• Remote operations and efficient installations reduce costs and optimize productivity.

• telMAX’s network expansion covers Newmarket, Stouffville, Brooklin, and Aurora.

• The new solution supports real-time network adjustments and rapid response to customer demands, enhancing scalability and service quality.

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