OCP Summit in San Jose is cancelled

The Open Compute Project Foundation (OCP) has decided to cancel the OCP Global Summit due to the COVID-19 situation. The event was scheduled to take place March 3-5 at the San Jose Convention Center in California. Also canceled were associated events including the Future Technology Symposium, the OCP SONiC/SAI Pre-Summit Workshop, and the Open System Firmware Hack event.

The OCP Summit is an annual event with an active and broad community following.

https://www.opencompute.org/summit/global-summit

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Nokia withdraws from OFC

Nokia confirmed that it will not be participating in the upcoming OFC 2020 conference in San Diego due to the coronavirus situation.

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An update from the Telecom Infra Project (TIP)

To mark its fourth anniversary, the Telecom Infra Project (TIP) provided the following update on its activities:

1. Global expansion of TIP activities, progressing solutions such as OpenRAN, Disaggregated Cell Site Gateways (DCSG) and Cassini into a growing number of deployments and field trials. Specifically, Vodafone has now launched trials in Mozambique and the Democratic Republic of the Congo as anticipated, and is progressing with trials in the UK and Ireland. In Indonesia, Indosat Ooredoo and Smartfren will conduct the first OpenRAN field trials in the APAC region. Smartfren has also conducted and completed the first OpenRAN lab trial in the region.

2. Growing the number of technology solutions and project groups within TIP, addressing a wide range of deployment environments – including Core and Wi-Fi. For instance, Dell EMC continues to work on a configuration with SONiC, an open source network operating system, on DCSG including Zero Touch Provisioning. Alongside DCSG, the expanding OOPT product portfolio landed commitments from Edgecore and Wistron to develop the hardware for Phoenix (formerly known as Apollo), a 400G optical transponder. The Phoenix spec is now fully approved and available. Also in the OOPT family, IP Infusion is now announcing the general availability of their Cassini Operating System. Whitestack led a trial of the Cassini technology in Telefónica del Perú, and is implementing some of the first projects (combining optics and Layer2/3) in Latin American operators.

The OOPT Project Group launched an initiative focused on the development of Disaggregated Open Routers (DOR). The initiative will be led by KDDI and Vodafone. Several OOPT technology providers including ADVA, Delta, Drivenets, Edgecore, Exaware and Ufispace have committed to support the activity. I

3. Deeper alignment with adjacent industry consortia such as O-RAN Alliance, GSMA, OpenStack Foundation (OSF) and OpenAirInterface Software Alliance (OSA). First, O-RAN Alliance and TIP are announcing a liaison agreement for the development of open and intelligent RAN architecture and specifications. The liaison agreement enables TIP requirements to reference O-RAN specifications. The TIP OpenRAN 5G NR Project Group will be releasing their OpenRAN 5G NR Base Station Platform requirements document with normative references to the O-RAN specifications.

TIP and the GSMA have signed an understanding that will help drive share service provider requirements from the GSMA into TIP Project Group work streams – ultimately giving operators wider solutions in the areas of operator platforms and open networks.

TIP has reached agreements with the OpenStack Foundation (OSF), and the OpenAirInterface Software Alliance (OSA) to jointly explore collaboration areas on the newly formed Open Core Network Project Group and leverage each organization’s expertise and resources to accelerate progress towards a converged open core network implementation.

4. Integration and hardening of disaggregated technology solutions through TIP Community Labs and PlugFests. As part of the alignment with O-RAN, Deutsche Telekom is expanding its current TIP Community Lab and launching a European Open Test and Integration Center. Deutsche Telekom will transform its current Berlin lab to focus on interop validation of O-RAN compliant RU-DU solutions leading to an upcoming Open FrontHaul (RU-DU) TIP PlugFest, as well as supporting Open Optical Packet Transport (OOPT) technology trials. Multiple operators, most notably Orange, are collaborating across several streams in the lab for integration, testing and also for upcoming Plugfest activities. In addition, KDDI will be opening up the first TIP Community Lab in Japan, supporting DCSG solutions and the OOPT Project Group initially, and expanding to other technologies in the future. China Unicom has announced that it has joined the OpenRAN 5G NR Project Group, and is preparing to launch the first TIP Community Lab in China to support the project.

The full TIP update is posted here: https://telecominfraproject.com/tip-community-momentum-driven-by-new-operator-demand-technology-solutions-and-industry-alliances/

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U.S. Senate passes "rip and replace" bill

The U.S. Senate voted unanimously to approve a "rip and replace" bill to drive the rapid replacement of telecom gear deemed to be a national security threat, namely Huawei and ZTE. The House already passed similar legislation in December. Up to $1 billion would be made available through the FCC to help smaller telecom operators comply with the new requirements. President Trump is expected to sign the bill into law.

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GSMA leads Telco Edge Cloud initiative

GSMA is leading an industry effort to develop Telco Edge Cloud capabilities. The platform to be developed in 2020, will make local operator assets and capabilities, such as latency, compute and storage available to application developers and software vendors enabling them to fulfill the needs of enterprise clients.

China Unicom, Deutsche Telekom, EE, KDDI, Orange, Singtel, SK Telecom, Telefonica and TIM are backing the initiative.

Objectives of the Edge Compute architectural framework and reference platform:

• Be open and inclusive
• Provide data protection and sovereignty mechanisms
• Offer carrier-grade reliability, security, trustworthiness
• Leverage existing technology solutions; as appropriate, including, but not limited to, aggregation platform solutions such as MobiledgeX, or the interconnection mechanisms developed as part of the GSMA MultiOperator MEC experience.

“Operators are very well placed to provide capabilities such as low latency through their network assets,” said Alex Sinclair, CTO at GSMA. “It is essential for enterprises to be able to reach all of their customers from the edge of any network. Based on the GSMA Operator Platform Specification, Telco Edge Cloud will provide enterprise developers and aggregators with a consistent way to reach connected customers.”

“Edge cloud will build a unified network edge ecosystem, providing diversified and customised products and services, and multiple platform capabilities. It will also realise more extensive boundary-crossing cooperation to meet the requirements of digital transformation of various vertical industries,” said Xiongyan Tang, the Chief Scientist of China Unicom Network Technology Research Institute and the Chief Architect of China Unicom Intelligent Network Center, China Unicom.

“Edge Cloud has an exciting potential to enable and enhance many innovative experiences for our customers. I welcome this operator initiative to take ownership of the edge opportunity by joining forces to deliver our capabilities in a federated edge service,” said Claudia Nemat, Board Member Technology & Innovation at Deutsche Telekom. “Leveraging MobiledgeX as platform partner and aggregator in the federation puts operators on the best track to create scale, bring in the developer community and make a market impact.”

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Company withdrawal notices for OFC

Acacia Communications, Infinera, OFS, and Viavi Solutions all confirmed their withdrawals from OFC 2020 due to the coronavirus situation.

Previously, Ciena and Lumentum announced cancellations from the event.

"We have made the difficult decision to cancel our participation in OFC," said Raj Shanmugaraj, President and Chief Executive Officer. “We are disappointed we cannot participate as we were looking forward to showcasing our 400ZR, OpenZR+ and 400G Open ROADM product portfolio. However, our highest priority is the health and safety of our employees and business partners.  Based on the information available, we believe this is the best decision at this time."

“While we were looking forward to attending OFC 2020, the premier optical networking conference, and showcasing our latest innovations, our top priority is the health and safety of our employees, and our concern extends to the welfare and well-being of our customers, partners and others in our community,” said Tom Fallon, Infinera CEO. “

"We value OFC as a venue for sharing our latest research and innovation each year. However, with the continued spread and growing concern of COVID-19 and the prioritization of health and safety not only in our manufacturing environment, but in the travel and exposure potentially impacting our employees, customers and stakeholders, we have decided to cancel our participation in OFC. We will work to share our intended demonstrations and research with customers and industry partners over the coming months in local forums," stated Pierre Marty, Senior Vice President, Fiber & Cable North America, OFS.

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NeoPhotonics posts revenue of $103.4 million, up 13%

NeoPhotonics reported Q4 2019 revenue of $103.4 million, up 12% quarter-over-quarter and 13% year-over-year. Gross margin was 30.2%, up from 28.4% in the prior quarter.

Revenue in 2019 was $356.8 million, compared to $322.5 million in 2018

“Our strong revenue and gross margin expansion throughout the year was a result of our leadership in high speed products, serving the largest players in the industry in DCI and the transition of Cloud and hyper-scale data center networks to coherent technologies,” said Tim Jenks, Chairman and CEO of NeoPhotonics.

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VMware revenues rise 11% yoy

VMware reported revenue of $3.07 billion for the fourth quarter of its fiscal 2020, an increase of 11% from the fourth quarter of fiscal 2019. GAAP net income for the fourth quarter was $321 million, or $0.76 per diluted share, compared to $496 million, or $1.17 per diluted share, for the fourth quarter of fiscal 2019. Non-GAAP net income for the fourth quarter was $868 million, or $2.05 per diluted share, up 9%.

The combination of subscription and SaaS and license revenue was $1.59 billion, an increase of 14% from the fourth quarter of fiscal 2019.

“VMware delivered over $10 billion in revenue for the first time in company history in fiscal 2020, along with continued double-digit topline growth,” commented Pat Gelsinger, CEO, VMware. “Our results demonstrate the power of our broad-based portfolio and a strategy that continues to resonate with our customers.”

“We signed a record number of enterprise agreements above $10 million in Q4, including a significant increase in the value of subscription and SaaS offerings in the top ten agreements,” said Zane Rowe, executive vice president and CFO, VMware. “Subscription and SaaS revenue grew 52% year-over-year in the fourth quarter to $556 million and is expected to continue strong growth in fiscal 2021.”

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Lufthansa Technik deploys private 5G with Nokia

Lufthansa Technik, the leading provider of technical aircraft services, deployed a 5G industrial-grade private wireless network to accelerate a project that enables remote engine parts inspection for its civil aviation customers. The "Virtual Table Inspection" proof of concept project leverages the 5G netork to remove the need for customers to physically attend servicing by providing seamless video access to the engine overhaul shop floor. Nokia is the supplier.

Soeren Stark, Lufthansa Technik Executive Board Member, responsible for Technical Operations, Logistics and IT said: "Continuous innovation is part of our corporate DNA, and this is what drives us to constantly try out new approaches. The first application cases already impressively demonstrate the valuable contribution 5G technology can make to the aviation industry. It will also pave the way for numerous new innovations at Lufthansa Technik that will benefit our company, our employees and also our customers.”

Kathrin Buvac, President of Nokia Enterprise said: "This application captures the essential value of fast, secure 5G private wireless networking to help improve operational efficiency, productivity and service. It highlights the potential for new ways of working that benefit not only our customers, but also the markets they serve."

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Applied Optoelectronics delivers revenue of $49 million

Applied Optoelectronics reported Q4 2019 revenue of $48.7 million, compared with $58.0 million in the fourth quarter of 2018 and $46.1 million in the third quarter of 2019.

GAAP gross margin was 23.3%, compared with 18.2% in the fourth quarter of 2018. GAAP net loss was $35.4 million, or $1.76 per basic share, compared with net loss of $8.6 million, or $0.43 per basic share in the fourth quarter of 2018, and a net loss of $8.8 million, or $0.44 per basic share in the third quarter of 2019. Non-GAAP net loss was $3.6 million, or $0.18 per basic share

“We are encouraged with our financial performance in the fourth quarter, which reflects another quarter of sequential revenue growth,” said Dr. Thompson Lin, Applied Optoelectronics Inc. Founder, President and Chief Executive Officer. “We are pleased by the customer interest we are seeing for our 400G products and are delighted to announce that we recently secured our first 400G design win with a Tier 1 network equipment manufacturer. Looking ahead, while we expect a continued soft cable TV environment, coupled with typical seasonal patterns and the effects of the coronavirus, to impact our near-term results, we expect this to be partially offset by growth in our datacenter and telecom segments driven by datacenter upgrades and 5G related sales.”

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OFC 2020 is still on

The organizers of the upcoming OFC 2020 conference and exhibition confirmed that the event is still on.

“We are excited to confirm that OFC 2020 is still on and going strong. The conference will be held as planned 8 – 12 March in San Diego, California USA with a high-quality technical program and exhibition. OFC Management is fully committed to providing a safe and healthy environment for all OFC attendees. We have heard from many exhibitors that they are committed to attend OFC and we thank them for their continued engagement. OFC Management respects the decision of exhibitors who decided to cancel their participation and look forward to partnering with them in the future.”

https://www.ofcconference.org/en-us/home/

OFC 2020's COVID-19 Action Plan

Monday, February 17, 2020  OFC, OFC20  

Organizers of the upcoming OFC 2020 conference and exhibition, which will be held 8 – 12 March in San Diego, California, issued the following statement.

“Due to the COVID-19 (also known as coronavirus) outbreak, OFC Management is closely monitoring the ongoing potential impact for our attendees, exhibitors, and vendors”, said Ryan Strowger, head of OFC Management. “We are following the guidance from worldwide health organizations and experts. We are fully committed to taking appropriate precautions to provide a safe and healthy environment for attendees.”

Some additional points:

• OFC Management understands that individuals who have been in China (originating or visiting) within 14 calendar days, will be unable to participate in-person at OFC 2020 due to travel restrictions barring access to the U.S. 
• Some Chinese exhibiting companies have determined that they will be unable to exhibit, while other Chinese exhibiting companies may utilize non-China based staff, or sales representatives/distributors with knowledge of their products and services to represent them. 
• OFC Management will continue to support OFC companies based in China on their final decisions, and we thank them for their continued engagement.
• OFC Management will follow recommendations from the World Health Organization (WHO) and the Centers for Disease Control and Prevention (CDC), and the policies of the local government and city officials

The full statement is here:
https://www.ofcconference.org/en-us/home/about/update-on-coronavirus/

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Broadband Forum completes two new 5G standards

The Broadband Forum announced the completion of two standards for supporting 5G networks:

• 5G Fixed Mobile Convergence (FMC) Architecture (TR-470) - describes the 5G FMC architecture to provide a high-level guide for network architects and planners
• Access Gateway Function (AGF) Functional Requirements (TR-456)  - describes the functional requirements of the AGF. The AGF resides between fixed access networks and the 5G core network to support 5G and wireline Residential Gateways, creating a truly converged deployment.

The specifications are completing the approvals process and will be published as Broadband Forum’s other 5G initiatives continue. These include ongoing work to standardize and enhance the transport network to ensure it can meet the demands of 5G, and normative work is also beginning on Broadband Forum’s joint FMC project with 3GPP.

“When it comes to deploying 5G, all operators will have different starting points which means any transformation steps need to be independent and not require co-ordination,” said Gavin Young, Head of Fixed Access Centre of Excellence at Vodafone Group Technology. “Deployment flexibility is also needed – and it is these challenges, and more, that TR-470 and TR-456 address.”

The Broadband Forum also announced that specifications for carrier grade Wi-Fi are in progress:

• Device:2 root data model (TR-181), which is used by User Services Platform (USP), is being extended to address 5G Residential Gateways. 
• Open Broadband – Broadband Access Abstraction (OB-BAA) and virtualization of the ONU management and control interface (OMCI) are also smoothing the way to software-driven cloud-based access networks, ensuring fixed networks can scale with the unprecedented amounts of data that 5G will bring.

“Broadband Forum’s latest specifications are key pieces of the very big jigsaw that must be created and completed to deliver on 5G – and we are working with operators to define those pieces quickly, efficiently, and, most importantly, together as an open collaborative effort, preventing fragmentation and misalignments between stakeholders,” said Broadband Forum CEO Robin Mersh. “The breadth of our ongoing work and how much of that has 5G at its core is significant and the holistic approach we can take is unique to the broadband industry and critical to the ongoing development of 5G.”

https://www.broadband-forum.org/projects/5g

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Nokia trials 4G/5G slicing capabilities with customers

Nokia introduced new end-to-end slicing network functionality for 4G and 5G New Radio (NR).

The slicing capability can be deployed via a software upgrade into existing LTE and 5G non-standalone (NSA) networks and subsequently 5G standalone (SA) networks. The slicing continuity between LTE and 5G NR allows operators to maximize their network coverage for new mobile connectivity services.

Nokia said the solution provides sliced mobile broadband connectivity from device to radio, transport, core, all the way to applications in private and public networks and the cloud. The user and service-aware slicing functionality has been introduced to Nokia radio access products for the first time and is also supported in Nokia transport and core products with control, management and assurance systems. Solution supports all 4G and 5G devices and works in a multi-vendor
environment.

The company is already trialing live 4G/5G slicing use cases with customers powered by a unique Software Defined Network (SDN) radio slice controller as well as a transport slice controller. The trial includes a Nokia cloud packet core slice orchestrator to support network deployment automation as well as an SD-WAN software solution providing a managed 4G/5G network slice to private and public cloud services. Nokia assurance systems are used to verify per slice KPIs as a part of Nokia’s E2E service orchestration.

Tommi Uitto, President of Mobile Networks, Nokia, said: “Working closely with our customers to develop new technologies and business opportunities is hugely important to Nokia. 4G/5G slicing enables multiple new use cases which operators can start building now to create new revenue streams.”

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Cisco builds Cloud Services Stack for 5G

Cisco announced new mobility solutions for integrating multi-vendor “telco stacks” of hardware, software and services capabilities as the foundation for 5G.

The new Cisco Cloud Services Stack for Mobility is a cloud-based mobile packet core solution that accelerates implementation of 4G and 5G mobility services. It offers a carrier-grade NFVI platform that is pre-integrated, pre-validated, and embedded with security, automation and assurance capabilities, running on Cisco UCS and Cisco Nexus fabric. It is deployed and supported through Cisco Customer Experience. 

“A critical element for accelerating 5G deployments is the need for the right skills and experience to address complex solution integrations,” said Dave Malik, Cisco Fellow and Chief Architect, Cisco Customer Experience. “The current climate of diverse technology stacks requires engineering expertise across multiple domains to drive seamless interoperability at scale. The Cisco Customer Experience team has the knowledge gained from working with global service providers to accelerate lifecycle management and large mobility deployments, helping customers speed time-to-value and capture market share.”

The company is also introducing a Cloud Services Stack for Content Delivery and a Cloud Services Stack for Residential.

This week, Cisco made several other product announcements, including:

• new line cards for its Aggregation Services Routers (ASR) 9000 series, more than tripling the performance with high-density 400GbE interfaces. The new cards are aimed at edge routing use-cases across service providers, data center, and enterprise private backbones. 
• a new Network Convergence System (NCS) 5700 router featuring four times higher performance with high-density 400GbE interfaces. 
• new models of the Cisco NCS 540 5G fronthaul router, providing seamless, packet-based transport of Common Public Radio Interface (CPRI) streams. It offers 300Gbps system scale and the operational simplicity within a single Cisco IOS XR software environment from the core to the access network. 
• a new software capability that enables the creation of trusted routing paths that can be offered as a premium service. Cisco Crosswork Trust Insights collects evidence to identify more trustworthy routing paths. Cisco’s Crosswork Optimization Engine then automates and optimizes routing paths based on trust metrics using segment routing

https://newsroom.cisco.com/press-release-content?type=webcontent&articleId=2056576

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Microsoft cites OEM supply chain stress from China

Microsoft issued updated financial guidance saying its Personal Computing segmen, which includes guidance as Windows OEM and Surface, will be more negatively impacted than expected due the COVID-19 health situation. The company said its supply chain in China is returning to normal operations at a slower pace than anticipated.

All other components of the company's Q3 guidance remain unchanged.

https://news.microsoft.com/2020/02/26/microsoft-update-on-q3-fy20-guidance/

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Mavenir builds 5G cloud with VMware & Dell

Mavenir has announced the integration of its 5G cloud-native telecom network functions (CNFs) with VMware’s container-ready Telco Cloud running on Dell Technologies’ edge computing solutions 5G deployments.

The pre-integrated and tested Mavenir solution on Dell and VMware infrastructure integrates open source Container as a Service (CaaS) and Platform as a Service (PaaS) with Mavenir’s microservices-based packet core and 4G/5G vRAN network functions.

The joint solution allows Mobile Network Operators and Enterprises to quickly and easily deploy telco workloads on private or hybrid cloud environments by extending on-premises VMware vSphere-based environments to the AWS Cloud via VMware Cloud on AWS.

“The Mavenir/Dell/VMware solution utilizes end-to-end orchestration, closed loop automation mechanisms and harmonizing network slicing. Mavenir’s solution is designed to support applications and use cases that require millisecond latencies and responsive networks,” said Pardeep Kohli, Mavenir’s President and CEO.

“Mavenir is committed to lowering the TCO for operators through innovative solutions. Simplifying deployments with pre-integrated and tested solutions and aligned roadmaps is a key step towards that goal. The responsiveness and reliability expected from network clouds can now be realized from this solution,” said Bejoy Pankajakshan, Mavenir’s EVP and Chief Strategy Officer.


https://mavenir.com/press-releases/mavenir-simplifies-deployment-of-5g-cloud-solutions-with-business-partners/

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Google to invest $10G in U.S. facilities in 2020

Google will invest $10 billion in offices and data centers across the United States in 2020. The investments will be focused in 11 states: Colorado, Georgia, Massachusetts, Nebraska, New York, Oklahoma, Ohio, Pennsylvania, Texas, Washington and California.

During 2019, Google invested $13 billion in facilities across the country.

When these figures are combined with its other R&D spending, Google says it is the largest investor in the U.S.

https://www.blog.google/inside-google/company-announcements/continuing-grow-invest-across-america-2020

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South Pacific Manatua subsea cable deployment complete

Cable laying operations have been completed for the new "Manatua" South Pacific submarine cable system, which will provide connections from Apia, Samoa to Toahotu, Tahiti, with branching units for landings to Niue; Aitutaki, Cook Island; Raratonga, Cook Island; and Vaitape, Bora Bora.

The Manatua Cable IW a new two/three fiber pair trunk that connects Apia and Toahotu with a two-fiber pair branch to Avatele, a three-fiber pair branch to Raratonga and one-fiber pair branches to both Aitutaki and Vaitape. The cable will cover more than 3166 kilometers in total.

SubCom is the lead contractor for the project. The cable is expected to enter service in June.

The Manatua Consortium is composed of: The Office des Postes et Télécommunications (OPT), the telecoms operator of French Polynesia; Avaroa Cables Limited (ACL), the cable operator of Cook Islands, Telecom Niue Limited (TNL), the telecoms operator of Niue; and Samoa Submarine Cable Company (SSCC), the cable operator of the Independent State of Samoa.

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Nutanix posts quarterly sales of $347M, subscription model grows

Nutanix reported revenue of $346.8 million for the second quarter of its fiscal 2020 ended January 31, 2020, up from $335.4 million in the second quarter of fiscal 2019. There was a GAAP net loss of $217.6 million, compared to a GAAP net loss of $122.8 million in the second quarter of fiscal 2019; Non-GAAP net loss was $116.3 million, compared to a non-GAAP net loss of $40.4 million in the second quarter of fiscal 2019. Billings were $428.1 million, up from $413.4 million in the second quarter of fiscal 2019.

“Our solutions-based approach to our go-to-market strategy is helping customers realize the benefits and power of our new products in conjunction with our core software. As a result, we increased the attach rate of our new products to 31%, up from 21% as of Q2 fiscal 2019,” said Dheeraj Pandey, Chairman, Co-founder and CEO of Nutanix. “We were also pleased with several other key drivers of growth for our business in the quarter, including our partnership with HPE and traction in the U.S. commercial segment.”

“We saw strong momentum in the shift of our business towards subscription. In the second quarter, 79% of billings came from subscription, surpassing our stated goal of 75% by the end of the fiscal year and well ahead of our internal plan, while still delivering on our guidance for top line growth,” said Duston Williams, CFO of Nutanix. “Looking forward, the change in our fiscal 2020 TCV guidance is driven by two factors – first, a much faster than expected shift to subscription, coupled with a more cautious view on business activities in the greater APJ region due to the anticipated impact of the coronavirus.”

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Samsung intros Secure Element chip with with CC EAL 5+ for mobiles

Samsung Electronics introduced a Common Criteria Evaluation Assurance Level (CC EAL) 5+ certified Secure Element (SE) chip for mobile devices.

The new Secure Element solution consists of a security chip and optimized software for protecting private data on an isolated data storage.

“Strong security measures have become a crucial feature in today’s smart devices as they evolve into essential tools that hold the key to our personal data connected to various services such as the cloud and financial transactions,” said Dongho Shin, senior vice president of System LSI marketing at Samsung Electronics. “Samsung has a long and proven history in security solutions such as smart card ICs, IoT processors and other semiconductor products that require robust security. Our new turnkey SE solution for mobile devices will not only keep user data safer on the go but also enable new mobile applications that will broaden and enrich our everyday lives.”

Samsung’s new SE solution is currently in mass production and is featured in Samsung’s recently-announced Galaxy S20 series smartphones.

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