Tuesday, April 24, 2012

Infinera Posts Q1 Revenue of $105 Million

Infinera reported Q1 2012 revenue of $104.7 million compared to $112.0 million in the fourth quarter of 2011 and $92.9 million in the first quarter of 2011. GAAP net loss for the quarter was $(20.6) million, or $(0.19) per share, compared to net loss of $(19.4) million, or $(0.18) per share, in the fourth quarter of 2011 and net loss of $(16.4) million, or $(0.16) per share, in the first quarter of 2011.


"Activity in our first quarter reflected demand from our customers for both our existing and next generation platforms,�? said Tom Fallon, president and chief executive officer. “Our new 500G PIC-based DTN-X platform, with super-channels and integrated OTN switching, is generating strong interest among potential and existing customers who now have a choice between our DTN and DTN-X. As planned, we are on track to ship the new platform by the end of the June quarter and to begin revenue recognition in the second half of this calendar year. "
http://www.infinera.com

NETGEAR Continues to Grow at 17% YoY Pace

NETGEAR reported Q1 2012 revenue of $325.6 million, as compared to $278.8 million in the comparable prior year quarter, 16.8% year-over-year growth. Non-GAAP net income was $28.1 million, as compared to $24.2 million in the comparable prior year quarter, 16.1% year-over-year growth.


Patrick Lo, Chairman and Chief Executive Officer of NETGEAR commented, "The first quarter of 2012 represents another record breaking period for our net revenue and non-GAAP operating income. We continued to gain share in all markets due to the strength of our products and our ability to supply upside demand from our service provider customers. Year-on-year growth in the Americas provides another example of our exceptional operational execution and our ability to meet a surge in demand from our service provider customers, both on Docsis 3.0 and DSL gateways. The tremendous year-on-year growth we experienced in the APAC region was driven by market share gains across all three major markets: China, Australia, and Japan."http://www.netgear.com

Akamai's Revenue up 16% YoY, Net Income Down 15%

Akamai reported revenue for the first quarter of 2012 of $319 million, a 16 percent increase over first quarter 2011 revenue of $276 million. Net income (GAAP) was $43 million, or $0.24 per diluted share, a 15 percent decrease from first quarter 2011 GAAP net income of $51 million, or $0.26 per diluted share, and a 28 percent decrease from fourth quarter 2011 GAAP net income of $60 million, or $0.33 per diluted share.
http://www.akamai.com

Facebook Teams with Antivirus Providers

Facebook is establishing a Antivirus Marketplace with leading cyber safety companies.


Microsoft, McAfee, TrendMicro, Sophos and Symantec will augment Facebook's URL blacklist system with their own URL blacklist databases. The AV Marketplace will also let people download six-month licenses to full versions of anti-virus software at no charge.
https://www.facebook.com/security

ZTE Reports Revenue of US$2.9 Billion, up 29% YoY

ZTE reported operating revenue of US$2.96 billion forQ1 2012, an increase of 29.46% over the same period last year. Net profit attributable to shareholders was US$22.99 million, an increase of 23.85% over the same period last year. Basic earnings per share were US$0.00635.


ZTE noted that sales to carrier customers rose by 13.65% compared to the same period the previous year, a reflection of an increase in revenue generated from sales of optical and data communications products. Terminal product revenues were up 27.33% compared to the same period last year, driven primarily by sales of 3G handsets.
http://www.zte.com.cn

Sprint's Network Vision Advances, But Q1 Financial Loss Widens

Sprint reported Q1 wireless service revenues of $7.2 billion, an increase of more than 7 percent year-over-year, driven primarily by Sprint platform postpaid ARPU growth of $4.03. net loss of $863 million and a diluted net loss of $.29 per share for the first quarter of 2012. This compares to a net loss of $439 million and a diluted net loss of $.15 per share in the first quarter of 2011 and includes depreciation of approximately $543 million, or negative $.18 cents per share, primarily due to accelerated depreciation related to the expected shut down of the Nextel platform as well as a one time gain of $170 million from the terminated contract with LightSquared.

Sprint posted a net gain of nearly 1.1 million subscribers during the first quarter, bringing total ending subscribers to a record 56 million.

There were 1.5 million iPhone activations in Q1, of which 44 percent were new customers.


The total number of customers on the Sprint platform grew almost 4 percent sequentially including 263,000 postpaid net subscriber additions, 870,000 prepaid net subscriber additions and 785,000 wholesale and affiliate net subscriber additions.


Approximately 46 percent of total subscribers that left the postpaid Nextel platform during the period were retained on the Sprint postpaid platform as compared to 27 percent in the first quarter of 2011 and 39 percent in the fourth quarter of 2011.


The company provided the following updated on Network Vision:


  • Approximately 600 Network Vision sites are now on air. These are meeting speed and coverage enhancement targets.
  • Zoning requirements are completed for approximately 9,700 sites and leasing agreements have been completed for close to 7,700 sites.
  • More than 3,200 sites are in notice to proceed status and work has started on approximately 3,000.
  • Sprint expects to bring approximately 12,000 sites on air by the end of 2012 and to complete the majority of its Network Vision roll-out in 2013.
  • Approximately 1,300 iDEN sites have been taken off air to date. Sprint expects to shut down a total of 9,600 before the end of the third quarter.
  • Sprint expects to launch 4G LTE in six major cities by mid-year 2012 including Houston, Dallas, San Antonio, Atlanta, Kansas City and Baltimore.
  • CAPEX was $800 million in Q1, compared to $555 million in the first quarter of 2011 and $900 million in the fourth quarter of 2011. Wireless capital expenditures were $710 million in the first quarter of 2012, compared to $449 million in the first quarter of 2011 and $774 million in the fourth quarter of 2011.
http://www.sprint.com



FCC's Connect America Fund Gets Underway

The FCC adopted an official reform order for establishing the Connect America Fund, which replaces the outdated universal service and intercarrier compensations systems.


The Connect America Fund has the following mission: (1) preserve and advance universal availability of voice
service; (2) ensure universal availability of modern networks capable of providing voice and
broadband service to homes, businesses, and community anchor institutions; (3) ensure universal
availability of modern networks capable of providing advanced mobile voice and broadband
service; (4) ensure that rates for broadband services and rates for voice services are reasonably
comparable in all regions of the nation; and (5) minimize the universal service contribution
burden on consumers and businesses.

CAF will eventually replace all of the existing high-cost support mechanisms. The annual funding target is set at no more than $4.5 billion over the next six years. The goal is to help make broadband available
to homes, businesses, and community anchor institutions in areas that do not, or would not
otherwise, have broadband, including mobile voice and broadband networks in areas that do not,
or would not otherwise, have mobile service, and broadband in the most remote areas of the
nation.

The CAF plans to adopt incentive-based, market-driven policies, including competitive bidding, to distribute
universal service funds more efficiently than previously.
http://www.fcc.gov/encyclopedia/connecting-america#read

Broadcom Intros Four Energy Efficient Ethernet (EEE) PHYs

Broadcom has added four energy efficient chips to its Energy Efficient Ethernet (EEE) portfolio.


The new 10/100/1000BASE-T physical layer transceivers (PHYs) lower operating power by more than 40 percent, and up to 70 percent or more through the implementation of EEE directly at the physical layer. The PHYs also feature Broadcom's AutoGrEEEn technology, which enables systems with legacy MACs to leverage the power savings of EEE in periods of low link utilization. This allows customers to transform existing network equipment to EEE-compliance simply by changing the PHY device.

In addition to reducing power consumption and energy costs, Broadcom said its new PHYs provide integrated on chip 1588 PTP and Y.1731 delay measurement for timing synchronization and latency measurement — critical features for service provider and industrial Ethernet applications.

All devices are now sampling with production volume slated for the second half of 2012. http://www.broadcom.com


IBM to Acquire Vivisimo for Big Data Analytics

IBM agreed to acquire Vivisimo, a privately-held developer of discovery and analysis software for big data. Financial terms were not disclosed.


Vivisimo offers federated data capabilities that can provide a single point of access to disparate data sources. The company claims 140 customers in government, life sciences, manufacturing, electronics, consumer goods and financial services. Founded in 2000, Vivisimo is headquartered in Pittsburgh, Pennsylvania with offices in Virginia, the UK and France and has 120 employees worldwide.


IBM said the acquisition accelerates its IBM’s efforts to help clients integrate, navigate, and analyze big data.


IBM is also announcing that it is expanding its big data platform to support multiple Apache Hadoop distributions in addition to its own, beginning with Cloudera.http://

Ericsson Sees LTE Strength in North America While Europe Waits

Ericsson reported Q1 2012 revenue of SEK 51.0 billion (US$7.59 billion), down 4% YoY, impacted by an expected major decline in CDMA sales as well as lower operator network spending in regions with macro-economic or political uncertainty. Net income was SEK 8.8 billion (US$1.31 billion). Global Services and consolidation of Telcordia contributed positively.

"Sales of high-performance mobile broadband developed well in North America, Japan and Korea, while other regions such as Europe including Russia, parts of Middle East and India were weaker,�? says Hans Vestberg, President and CEO of Ericsson. “CDMA continued its expected decline in the transition to LTE. Our services business showed continued momentum where especially Professional Services developed favorably. Support Solutions (former Multimedia) increased organic sales.

Some highlights:

Telcordia’s sales were SEK 0.9 b. in the quarter.


Networks declined compared to Q111, impacted by continued business trends from H211 as well as a major decrease in CDMA sales.

Sales in CDMA decreased 40% YoY.

In North America, strong HSPA capacity sales and a continued build-out of 4G/LTE coverage more than offset the major decline in CDMA sales.

Ericsson recently signed its 50th contract for Evolved Packet Core.

The Antenna Integrated radio, which is part of the RBS6000 family, is now ready for volume deployment.

The new SSR 8020 IP router is now in commercial operation.

Global Services continued to show good momentum with a growth of 18% YoY, with especially good development in Professional Services.

Global Services represented 40% (33%) of total sales in the quarter.

In Western and Central Europe, networks sales were impacted by cautious operator spending, partly offset by network modernization projects. New managed services business is driving the YoY growth in Global Services.
http://www.ericsson.com

Radisys Packs a 4X Punch with New T-Series 40G ATCA Platform

Radisys introduced its T40, an ATCA-based 40G platform designed to scale for carrier applications such as deep packet inspection (DPI), advanced network security and the 4G evolved packet core (EPC).


As part of the Radisys T-Series family of ATCA solutions, the new T40 platform provides 4X switching capacity over existing 10G systems and 160 Gbps of I/O performance, while aggressively lowering the cost per bit. Radisys calculates that compared to existing 10G systems its new 40G ATCA platform can deliver up to a 50% cost-per-bit reduction for network operators. The calculation is made by comparing the cost of fully-loaded 10G systems processing tens of thousands of concurrent video sessions versus an optimized 40G system.


The T40 platform is a telecom-grade system, built to Network Equipment Building System (NEBS) specifications, that is pre-integrated with a large selection of ATCA blades built with cutting edge processors and software. Key capabilities include:
  • T-Series Management Software, including platform management, load balancing and switch redundancy

  • 28 Intel processors with more than 1TB of memory in a chassis

  • High-speed 40G chassis with 70 CFM per slot

  • 160G of flexible I/O on the hub

  • A 640G hub to provide 40G to each slot

  • Next generation processors on every board, including 40G backplane connectivity

  • Pre-integrated software to enable carrier cloud services

  • Radisys Trillium 3G and LTE protocol stacks, including passive monitoring versions.
"As the number one supplier of global telecom platforms and ATCA solutions with 175 customer wins and counting, Radisys has the industry-leading expertise necessary to address the inherent risk TEMs assume when investing R&D resources in the hardware and software development and integration environment," said Keate Despain, vice president and general manager, platforms, Radisys. "The T40 is a complete, integrated platform that enables our customers to alter their R&D profile and focus their efforts on application development in order to increase service revenue-transforming the R&D expense associated with the platform away from a fixed cost to a variable cost."
http://www.radisys.com



Monday, April 23, 2012

Scaling the Core




http://www.radisys.com

The stage is set for a new generation of 40 Gbps ATCA platforms designed to scale for applications such as deep packet inspection (DPI), advanced network security and the 4G evolved packet core (EPC). Radisys discusses its new platform for innovation.

00:02 -- Scaling the Core, Manish Singh
01:20 -- The 40G Inflection Point, Keate Despain
01:59 -- Building an Innovation Platform, Venkataraman Prasannan and Keate Despain
03:39 -- Managing Complexity, Andrew Alleman
04:43 - Announced the Radisys T-Series ATCA Platform, Eric Gregory

AT&T: iPhone Accounts for 78% of Smartphone Sales in Q1

AT&T activated 5.5 million smartphones in Q1, including 4.3 million iPhones (78%), with 21 percent new to AT&T. Smartphones represented more than 78 percent of postpaid device sales. (For Q4 2011, AT&T reported a blockbuster 9.4 million smartphone activations including 7.8 million iPhones). At the end of the quarter, 59.3 percent, or 41.2 million, of AT&T's postpaid subscribers had smartphones, up from 46.2 percent and 31.5 million a year earlier.


For the quarter, AT&T's consolidated revenues amounted to $31.8 billion, up $575 million, or 1.8 percent, versus the year-earlier period. Earning came in at $0.60 diluted EPS compared to $0.57 diluted EPS in the first quarter of 2011.


"We continue to capitalize on our terrific momentum in mobile Internet," said Randall Stephenson, AT&T chairman and chief executive officer. "Smartphone and branded computing device sales continue to set a record pace, mobile data revenues were up nearly 20 percent, and we achieved this growth with expanding margins. These results add confidence in our outlook for the year."


Some highlights:


Added 726,000 wireless subscribers in Q1 to reach 103.9 million in service.


ARPU for smartphones is 90 percent higher than for non-smartphone subscribers.


Total wireless revenues, which include equipment sales, were up 5.4 percent year over year to $16.1 billion.
Wireless service revenues increased 4.3 percent, to $14.6 billion, in the first quarter.


Wireless data revenues — driven by Internet access, access to applications, messaging and related services — increased by more than $1 billion, or 19.9 percent, from the year-earlier quarter to $6.1 billion.


First-quarter wireless operating expenses totaled $11.7 billion, up 3.4 percent versus the year.


About 25 million, or 61 percent, of all smartphone subscribers are on tiered data plans compared to 38 percent a year ago, and more than 70 percent have chosen the higher-tiered plans.


Wireline revenues were $14.9 billion in Q1, down 0.8 percent versus the year-earlier quarter and down slightly sequentially. First-quarter wireline operating expenses were $13.1 billion, down 1.2 percent versus the first quarter of 2011 and down slightly sequentially.


Total business revenues were $9.2 billion, down 0.8 percent versus the year-earlier quarter. Business service revenues declined 0.3 percent year over year, compared to a year-over-year decline of 4.4 percent in the year-ago quarter, and were essentially flat sequentially.


Total AT&T U-verse subscribers (TV and High Speed Internet) reached 6.2 million in the first quarter. AT&T U-verse TV added 200,000 subscribers to reach 4.0 million in service.


AT&T U-verse High Speed Internet delivered a first-quarter net gain of 718,000 subscribers to reach a total of 5.9 million, more than offsetting losses from DSL.


Overall, AT&T added 103,000 wireline broadband connections.
http://www.att.com

NEC to Resell Tellabs 7100 Packet Optical Transport System in Japan

NEC Networks & System Integration Corporation (NEC Networks & SI), a leading Japanese network systems integrator, will resell the Tellabs 7100 Packet Optical Transport System in Japan. NEC Networks & SI will provide sales, system integration, and maintenance support.


The Tellabs 7100 P-OTS (Packet Optical Transport System) integrates ROADM-based DWDM, SDH, OTN and Ethernet switching functionality on a single platform.

http://www.tellabs.com

Gigamon Partners With ForeScout on Real-time Visibility

Gigamon and ForeScout Technologies, a provider of automated security control solutions for enterprises, are collaborating to provide network management and visibility solutions that enable real-time network visibility and automated security controls, while minimizing core network switch infrastructure load for network operators.

The partnership enables the ForeScout's automated security control platform (CounterACT) to leverage Gigamon's Traffic Visibility Fabric to have broader visibility of all devices communicating on the network and dynamically apply security policy to reduce a range of security risks.

The Gigamon Visibility Fabric provides intelligent traffic mirroring, enabling the ForeScout platform to access network resources and sensitive data as appropriate. This provides IT real-time inventory and security posture intelligence for active remediation while allowing users to seamlessly connect to the network without disruptions or changes in end-user experience unless necessary.
http://www.gigamon.com
http://www.forescout.com

Broadcom Announces 100 Gbps Full Duplex Network Processor

Broadcom announced its 100 Gbps full duplex network processor unit (NPU) aimed at the next wave of 100GbE optimized switches and routers for service provider networks.

The new BCM88030 family features 64 custom processors running at 1GHz and eliminates the need for many external components. Power savings are estimated at up to 80 percent per 10GbE port.

The architecture leverages extensive multi-threading and hardware acceleration for functions such as packet parsing, classification and look-ups. The BCM88030 family is completely user programmable, enabling a highly flexible forwarding implementations. The BCM88030 NPU family also includes a proprietary algorithmic look up engine using low cost DDR-3 DRAM that enables massive scale for Layer 2, IPv4 and IPv6 tables while significantly reducing system cost. Algorithmic on-chip access control list (ACL) capability is available along with seamless expansion using Broadcom's NL566xx knowledge based processor (KBP).

The BCM88030 family consists of three devices, including the 100 Gbps BCM88038 NPU, the 50 Gbps BCM88034 NPU and the BCM88032 24 Gbps NPU. All devices are now sampling with production volume slated for the second half of 2012.
http://www.broadcom.com

Dell Introduces 40 Gigabit Ethernet Blade Server Switch

Dell introduced its first 40 gigabit blade server switch for the Dell PowerEdge M1000e blade system, designed to support demanding workloads in traditional, virtual, public and private cloud environments. The Dell Force10 MXL 10/40GbE switch, which is part of the company's Virtual Network Architecture portfolio, is a Layer 2 and Layer 3 blade switch powered by the Force10 operating system (FTOS), which powers some of the largest and most demanding data center environments in the world providing predictable, reliable network performance while reducing operations and management overhead.


Ethernet switch stacking technology allows up to six switching modules to be aggregated within a single enclosure or spanning multiple enclosures to be managed as one logical device. Data Center Bridging (DCB) support enables a lossless Ethernet fabric for converging storage (iSCSI, Fibre Channel) and data over common infrastructure.

The company also announced Dell Fabric Manager, a new offering designed for configuring, managing and monitoring Dell Distributed Core deployments in data centers. Dell’s Distributed Core architecture – a "spine-and-leaf" data center fabric architecture – offers an alternative to traditional, chassis-based architectures especially in high-performance environments.http://

Terascala Raises $14 Million for Big Data Storage

Terascala, a start-up based in Avon, Mass., raised $14 million in venture funding for its storage I/O optimization for big data applications.


The Terascala Integrated Storage Information System (TISIS) provides appliance management and workload-driven I/O technology for open source Lustre, the world’s fastest parallel file system. TISIS runs on industry-standard storage appliances in a wide range of market segments, including life sciences, financial services, energy, academic research, computer-automated engineering (CAE), and government/defense.

Strategic partners close to the company invested approximately fifty percent of the round, with Ascent Venture Partners, an early backer of the company, contributing the remainder.
http://www.terascala.com

GigOptix Samples Next Gen Transimpedance Amplifier for 100G/400G Coherent

GigOptix has begun sampling its next generation GX3222B dual channel Linear Transimpedance Amplifier (TIA) designed for use in 100 Gbps DWDM optical receivers.


The device is a high performance, silicon germanium, dual channel 32Gbaud linear TIA with adjustable bandwidth control that enables its use in receiver modules in a number of fiber optic transmission systems such as current generation 100 Gbps DP‐QPSK optical systems in addition to future 400 Gbps optical systems.

The GX3222B is designed for use in 100G and beyond coherent optical receivers and includes critical functions such as high DC current cancellation, low Total Harmonic Distortion (THD), linear gain over a high dynamic range and low power consumption.
http://www.gigoptix.com

Internet2 NET+ Services and CENIC Establish Purchasing Program for Amazon Web Services

Internet2 and CENIC, California’s advanced networking consortium, will offer a new purchasing program for Amazon Web Services (AWS) to make it easier for research and education community institutions to take advantage of the AWS cloud. This includes Amazon Elastic Computer Cloud (EC2), Amazon CloudFront CDN, Amazon Virtual Private Cloud (VPC), Amazon Simple Storage Services (S3), and other cloud services.

A community-friendly self-service portal created and managed by AWS solution provider, Datapipe, provides discounts on eligible AWS services. Expanded payment options include invoicing and grant-friendly pre-payment services, as well as traditional credit card payment services.
http://www.internet.edu