T-Mobile US tops 100 million customers

T-Mobile US announced its second quarter 2024 results, showcasing exceptional customer growth and financial performance. The company achieved industry-leading postpaid net account additions and surpassed the 100 million postpaid customers milestone. Additionally, T-Mobile reported the highest Q2 postpaid phone net customer additions in its history, underlining its market dominance.

Financially, T-Mobile's service revenues grew by 4% year-over-year, reaching $16.4 billion, while postpaid service revenues saw a 7% increase. The company's net income soared by 32% to $2.9 billion, and diluted earnings per share (EPS) rose by 34% to $2.49. The impressive financial growth translated into record-high cash flows, with adjusted free cash flow growing 54% year-over-year to $4.4 billion.

T-Mobile's network performance also stood out, sweeping every category for overall network performance in the latest third-party reports. The company continued to expand its 5G network, carrying 87% of its 5G traffic on sites with three spectrum layers. T-Mobile's recent proposed acquisition of Metronet aims to complement its fixed wireless offerings and capitalize on fiber opportunities, further solidifying its position as an industry leader.

Key Points:

• Customer Growth:

  • Postpaid net account additions: 301,000
  • Postpaid net customer additions: 1.3 million
  • Postpaid phone net customer additions: 777,000
  • High-speed internet net customer additions: 406,000

• Financial Performance:

  • Service revenues: $16.4 billion (4% YoY growth)
  • Postpaid service revenues: $12.9 billion (7% YoY growth)
  • Net income: $2.9 billion (32% YoY growth)
  • EPS: $2.49 (34% YoY growth)
  • Core adjusted EBITDA: $8.0 billion (9% YoY growth)
  • Net cash from operating activities: $5.5 billion (27% YoY growth)
  • Adjusted free cash flow: $4.4 billion (54% YoY growth)
  • Returned $3.0 billion to stockholders in Q2 2024

• Network Performance:

  • Swept all categories for overall network performance in third-party reports
  • 87% of 5G traffic carried on sites with three spectrum layers
  • Proposed acquisition of Metronet to enhance fiber offerings

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#FiberConnect24: Fiber's Access Future from 10G to 100G - Nokia

 How is fiber technology evolving to meet future demands? Look ahead!

Stefaan Vanhastel, Head of Marketing & Innovation from Nokia explains:

- Fiber infrastructure is built to last 100 years, passing every home and building for generations

- Current 10 Gig era is expanding to include 25 Gig, 50 Gig, and 100 Gig options for diverse operator needs

- Advanced chipset technology enables higher speeds, supporting new services beyond fiber-to-home networks

https://youtu.be/59Fp_Tke-7s

Want to be involved our video series? Contact info@nextgeninfra.io

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#FiberConnect24: Core to Edge Performance Evolution - Adtran

Check out the rest of Fiber Connect 2024 showcase here: https://ngi.fyi/fiberconnect24yt

How is fiber technology evolving to meet future network demands? Which segment of the network feels the heat next?

Robert Conger, SVP, Technology and Strategy from Adtran explains:

- Core DWDM technology is miniaturizing into small plugs, moving coherent DWDM to the network edge

- Access networks are transitioning from gigabit to multi-gig era, with 10G PON and future 50G PON technologies

- Intelligent network monitoring and cloud-based analytics are optimizing performance and improving subscriber experience

https://youtu.be/zT0bXlk9Idc

Want to be involved our video series? Contact info@nextgeninfra.io

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#FiberConnect24: Innovation for Challenging Fiber Installations - DZS

 How can service providers accelerate fiber deployment in challenging areas?

Geoff Burke, Chief Marketing Officer from DZS, gives us the rundown:

- Fiber extension technologies like G.fast and MG.fast offer symmetrical gigabit services for MDUs and historically challenging locations

- Fixed wireless access provides a cost-effective gigabit-ready solution for remote areas, with 45-60% lower deployment costs than fiber

- Hardened coherent optics deliver 100-400 Gig connectivity to the network edge, supporting robust middle-mile infrastructure for fiber deployments

https://youtu.be/gZ0Pfzmf9-A

Want to be involved our video series? Contact info@nextgeninfra.io

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#FiberConnect24: 10-Second ONT Installation for Fiber Rollouts - Genexis

How can we ensure smooth fiber broadband installation in every home?

Kajsa Arvidsson, Chief Marketing Officer from Genexis explains:

- Smart installation of fiber in the home using ONTs that can be installed in less than 10 seconds

- Interoperable ONTs that work with any OLT in the market, making installation easy to learn and even suitable for DIY

- All-in-one solution with connectors for cable TV, voice, and multiple ports to distribute fiber throughout the home

https://youtu.be/_1qGIRpYw1M

Want to be involved our video series? Contact info@nextgeninfra.io

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#FiberConnect24: 4 Ingredients for Faster Fiber Deployment - Render

 Render Networks has expanded its mobile application suite and device compatibility, reinforcing its leadership in construction management and enabling network and construction teams to complete projects at least 15% faster. This update promotes a mobile-first strategy, allowing field crews to document, finalize builds, and perform maintenance using their preferred smartphones or tablets, enhancing adoption and productivity by over 20% through real-time data capture and task clarity.

Key Points:

Flexible Device Choice: Supports both Apple and Android devices, enhancing field crew adoption.

Improved Productivity: Increases daily production by more than 20% through real-time data capture and task management.

User-Friendly Interface: Simplified interface for managing workloads, editing tasks, and tracking progress.

Accurate As-Builts: Industry-leading digital redline capability ensures precise documentation of completed work.

Addressing Industry Challenges: Supports NTIA’s BEAD funding goals by enhancing workforce efficiency amid a skilled technician shortage, helping to connect more communities to reliable broadband.

https://youtu.be/m15V95R99PM

Check out the rest of Fiber Connect 2024 showcase here: https://ngi.fyi/fiberconnect24yt

How can we accelerate our fiber future?

Sam Pratt, CEO from Render Networks explains:

- Frictionless field adoption enables construction teams to access essential information effortlessly
- Clear construction scope ensures tasks are completed in the correct sequence
- Real-time visibility and insights allow for better resource allocation in a supply-constrained environment

Want to be involved our video series? Contact info@nextgeninfra.io

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#FiberConnect24: DC Blox on Lessons from Hyperscalers

 Check out the rest of Fiber Connect 2024 showcase here: https://ngi.fyi/fiberconnect24yt

How are hyperscalers reshaping internet infrastructure and what impact do they have on fiber deployments?

Bill Thomson, Marketing and Product Management from DC Blox shares these insights:

- Hyperscalers are building large data centers to move infrastructure and services closer to end users in specific regions

- They are also developing dark fiber capacity to connect these data centers, effectively rebuilding the internet in their own image

- Traditional telecom-based networks are insufficient in capacity and reach for hyperscalers' needs, driving the demand for new dark fiber infrastructure

https://youtu.be/7lwXCCclN2g

Want to be involved our video series? Contact info@nextgeninfra.io

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Dell'Oro: Network Security Market to Hit $40B by 2028

The worldwide network security market, including firewall, SSE, traditional SWG appliance, WAF, and ADC segments, is expected to grow to nearly $40 B by 2028, according to a new report from Dell'Oro Group. This growth is driven by a significant shift in enterprise security spending towards cloud-based Secure Service Edge (SSE) and Web Application Firewall (WAF) solutions, which are forecasted to achieve mid-teen double-digit CAGRs, in contrast to the single-digit CAGR projected for traditional firewall solutions.

“We’re seeing a major pivot in how enterprises approach security, with SSE and SaaS-based WAF solutions taking center stage due to their superior flexibility and scalability as cloud-delivered solutions,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group. “As organizations increasingly embrace cloud-first strategies and digital transformation, these advanced security models are becoming indispensable, driving rapid market growth,” added Sanchez.

Additional highlights from the Network Security 5-Year July 2024 Forecast Report:

SSE Market: The SSE market is anticipated to surpass $10 B by 2028, with a double-digit CAGR. This robust growth is driven by the increasing transition of security perimeters to cloud-based services, catering to the needs of distributed applications and hybrid work models.

WAF Market: Driven by the increased emphasis on digital transformation initiatives and the necessity of securely deploying enterprise applications on the Internet, the WAF market is projected to grow robustly. It is expected to reach nearly $6 B by 2028, reflecting a double-digit CAGR.

Firewall Market: The Firewall market is projected to grow at a single-digit CAGR, reaching over $19 B by 2028. While near-term softness is expected as the market corrects from the pandemic-induced surge, a new refresh cycle is anticipated to alleviate this, though it won’t be as strong as the post-pandemic boom.

Form Factor Shift: SaaS and virtual-based solutions are expected to grow at a 16 percent CAGR, compared to 6 percent for physical appliances. By 2026, SaaS and virtual-based solutions are projected to account for over half of the Network Security market.

https://www.delloro.com/news/network-security-market-to-hit-40-b-by-2028-with-cloud-based-solutions-driving-the-growth/

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Dell'Oro: Broadband Equipment Spending Expected to Grow

Broadband Access Equipment market is forecasted to grow 2 percent on average for the next five years (2024-2028) due in part to lower spending in 2024 as operators continue to absorb excess inventory and, in the case of Tier 1 cable operators, dramatically slow their purchases of new DOCSIS CPE, according to a new report from Dell'Oro Group.

“Most service providers are taking a conservative approach to 2024, choosing to rely on existing inventory as they receive mixed signals on inflation, consumer spending, and new home construction,” said Jeff Heynen, Vice President at Dell’Oro Group. “2025 is shaping up to be a rebound year for spending, driven by ongoing fiber network expansions as well as cable DAA upgrades,” added Heynen.

Additional highlights from the Broadband Access & Home Networking 5-Year July 2024 Forecast Report:

• PON equipment revenue is expected to grow from $11.1 B in 2023 to $12.9 B in 2028, driven largely by XGS-PON deployments in North America, EMEA, and CALA, as well as FTTR (Fiber to the Room) and 50 Gbps deployments in China.
• Revenue for Cable Distributed Access Equipment (Virtual CCAP, Remote PHY Devices, Remote MACPHY Devices, and Remote OLTs) is expected to peak at $1.2 B in 2027, as operators continue their DOCSIS 4.0 and early fiber deployments.
• Revenue for Fixed Wireless CPE is expected to reach $2.6 B by 2028, led by shipments of 5G sub-6 GHz and a growing number of 5G millimeter wave units.
• Revenue for Wi-Fi 7 residential routers and broadband CPE with WLAN will reach $8.4 B by 2028, as the technology is rapidly adopted by consumers and service providers alike.

https://www.delloro.com/news/broadband-equipment-spending-expected-to-grow-at-2-percent-cagr-over-next-five-years-according-to-delloro-group/

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STL Unveils High-Density 864F Micro Cables for US Fiber Networks

STL introduced its high-density 864F Micro Cables, designed to enhance connectivity in dense fiber networks across the US. These innovative cables offer superior fiber density, efficient installation, and sustainability benefits.

Key Points:

• Ultra-high fiber density: 1.5X more fibers in the same diameter; easy installation up to 1500m in 14mm ducts.
• Longer network life: Bend-insensitive 200-micron fiber increases power budget, reduces maintenance, and speeds up installation.
• Sustainable and cost-saving: Uses 40% less plastic, cutting civil costs by up to 70%.
• Easy to install: Slim outer jacket and reduced form factor enable tighter coiling and easier fiber bundle access.
• Additional product: Intelligently Bonded Ribbon (IBR) Armored cable ensures easy installation and excellent splicing outcomes.
• Local production: STL’s South Carolina facility supports federal and private broadband projects, including the BEAD Program.

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