ADVA posts Q2 revenue of EUR 166 million, up 11% yoy

Citing growth in demand from network operators and internet content providers (ICPs), ADVA reported Q2 2022 revenues of EUR 166.3 million, down by 2.5% from EUR 170.5 million in Q1 2022 and up by 11.4% compared to EUR 149.4 million in Q2 2021. 

Net income reached EUR 7.3 million in Q2 2022, increased by 18.0% from EUR 6.2 million in Q1 2022, and considerably decreased by 39.2% from EUR 12.0 million in Q2 2021.  

“The recent months were very exciting for us as a company,” said Brian Protiva, CEO of ADVA. “We reached several important milestones on our journey of joining forces with Adtran and advanced our operational business. Our revenues in the first half of 2022 were at a record level, and our order books are nicely filled. We still see strong customer demand paired with a high level of complexity and costs in the areas of procurement, production and logistics. This environment will continue for the foreseeable future. Our teams work tirelessly on solutions to meet market demand, and we work closely with our customers every day to provide the best possible support for their network development. So far, we’ve mastered the challenges very well and look positively towards the remainder of the year.” 

“In the past quarter, we again grew compared to the year-ago quarter. This underlines the positive market environment and the tailwind we are experiencing on the demand side,” said Uli Dopfer, CFO of ADVA. “However, in the second half of the year, we will also have to deal with the challenges resulting from increased procurement costs and stressed supply chains. Despite increased inventories, our liquidity is at a satisfying EUR 63 million. Against the background of a continued strong order intake and a strengthening dollar in combination with persistently higher costs in the supply chains, we have decided to adjust the outlook for the fiscal year accordingly, which we announced in an ad-hoc notification on July 15th. We are raising our revenue guidance to between EUR 680 and 730 million and reducing our pro forma EBIT margin guidance by one percentage point to between 5% and 9%.”

https://www.adva.com/en/newsroom/press-releases/20220728-adva-increases-revenues-for-q-2-2022

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Ekinops reports 1H22 revenue of €63.3 million, up 25% yoy

Ekinops reported consolidated revenue of €63.3 million for the first half of 2022, compared with €50.8 million in the previous year, representing robust growth of 25%. At constant scope and exchange rates, half-year growth was 20%. Gross margin was 52.9%, within the target range, despite the components crisis.

This trend is the result of solid momentum in all the Group's activities: +31% for optical transport equipment, +21% for Access solutions and +47% for software and services, which now represent 15% of the group's revenue as a result of the success of SDN (Software Defined Networks) and virtualization solutions.

In geographic terms, half-year sales grew significantly by 48% in North America (33% in USD), reaching 20% of the group's business for the first time. Asia-Pacific continued on the growth trajectory that began in H2 2021 with a very sustained 80% increase in half-year sales. Sales in EMEA, in which 38% of the group's activity is generated, grew 6% compared with the same period in the previous year. After a first quarter in which activity in France remained virtually stable, the group's sales returned to steady growth of 29% in the semester.

https://www.ekinops.com/news/corporate/ekinops-delivers-ebitda-margin-at-17-0-and-25-revenue-growth-in-h1-2022-raises-guidance-for-2022-revenue

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Dell'Oro: Broadband Spending Boom

Sales of PON equipment for fiber-to-the-home deployments, cable broadband access equipment, and fixed wireless CPE will all increase from 2022 to 2026, according to a new report from Dell'Oro Group.

Some highlights from the Broadband Access & Home Networking 5-Year Forecast Report:

• PON equipment revenue is expected to grow from $9.3 B in 2021 to $13.6 B in 2026, driven largely by XGS-PON deployments in North America, EMEA, and CALA.
• Revenue for Fixed Wireless CPE is expected to reach $5.1 B by 2026, led by shipments of 5G sub-6GHz and 5G Millimeter Wave units.
• Revenue for Cable Distributed Access Equipment (Virtual CCAP, Remote PHY Devices, Remote MACPHY Devices, and Remote OLTs) is expected to reach nearly $1.3 M by 2026, as operators ramp their DOCSIS 4.0 and fiber deployments.

“We’ve made significant upward revisions to our long-term broadband and home networking forecast, said Jeff Heynen, Vice President at Dell’Oro Group. “Fiber infrastructure buildouts are resulting in more new subscribers and more CPE with advanced Wi-Fi technologies as service providers look to differentiate their services in increasingly crowded markets,” added Heynen.

https://www.delloro.com/news/broadband-spending-boom-will-push-market-to-23-4-b-in-2026/

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Cambodia's SINET picks Nokia for XGS-PON

SINET, Cambodia's leading Internet Service Provider, has chosen Nokia to deploy its XGS Passive Optical Network (PON) for enterprise broadband service.

Nokia's XGS-PON solution will be initially deployed in the capital city of Phnom Penh before being expanded to other cities and regions. The deployment, which includes the upgrade of the existing Nokia fiber access nodes, will be completed in 2022. 

Nokia's fiber access solution is powered by its Quillion chipset, which concurrently supports three generations of PON technologies, GPON, XGS-PON and 25G PON. 

Ajay Sharma, Head of Thailand and Cambodia at Nokia, said: “We are excited that SINET has reaffirmed its confidence in our solution. Our industry-leading XGS-PON solution will allow SINET to improve the overall speed and quality of broadband for its enterprise users, which will help them grow their revenues and attract new customers. The enterprise users will benefit from an increase in network capacity, speed, and reliability."

https://www.nokia.com/about-us/news/releases/2022/07/28/nokia-and-sinet-deploy-cambodias-first-xgs-pon-enabled-high-speed-network-for-enterprises/

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Video: Tipping point for A.I. in managing networks?

Eventually all networks will be fully managed by artificial intelligence, but that's not the current reality -- humans are running the show.

How close are we to the tipping point where A.I. can be trusted to make critical decisions for network operations? And what will it take to earn our trust?

Here is a perspective from Larry Lunetta, VP WLAN & Security Marketing at Aruba, a Hewlett Packard Enterprise company.

https://youtu.be/ozNa0FpJQHw

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Video: Automating Wholesale Ordering between Carriers

It really feels like the carriers are coming towards a tipping with regard to the adoption of MEF's LSO Sonata API for the automation of service provisioning, saysJohn Carr, Vice President of Business Development, Neustar.

Neustar is making the LSO interface a standard part of its product.

https://youtu.be/Xu4GhlKusYY

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Telefónica and partners establish Bluevia for wholesale FTTH in Spain

Telefónica Group, Crédit Agricole Assurances, and Vauban Infrastructure Partners agreed to establish a joint venture called Bluevia Fibra to deploy and operate a FTTH network in Spain, mainly in rural areas and with limited overlap with other networks.

The consortium formed by CAA/Vauban will acquire a 45% stake in Bluevia from Telefónica España through an upfront consideration of €1,021 million in cash, valuing 100% of Bluevia at €2,500 million, which represents an implied multiple of 27.1x over the company’s proforma estimated OIBDA for 2022. Telefónica Group will retain a 55% stake in Bluevia and CAA/Vauban will retain the remaining 45%. The 55% stake owned by Group Telefónica will be held by Telefónica España and Telefónica Infra, with 30% and 25% stakes respectively.

As a neutral wholesale company, Bluevia will manage and deploy a fibre network in low populated rural areas in Spain and low overbuild with third operator’s networks. Bluevia will offer wholesale FTTH access to all telecommunication services providers. Based on an initial footprint of 3.5 million premises currently passed acquired from Telefónica España, Bluevia will increase its network to 5 million premises by 2024. 

These 3.5 million premises to be sold to Bluevia represent 13% of Telefónica’s FTTH network in Spain, whilst Telefónica España retains full ownership of the rest of the network. 

Emilio Gayo, Telefónica Spain Chairman, commented: “We are very excited about this project that will allow Telefonica España to remain the undisputed leader in fibre and will be a key lever to accelerate the deployment in rural areas as we continue to move forward in our commitment to shut down the retail copper network and to promote better connectivity in a more efficient and sustainable way”.

Telefónica Infra CEO, Guillermo Ansaldo, added: “We are very enthusiastic about the opportunity to partner with Crédit Agricole Assurances/Vauban and form a longstanding partnership together with Telefónica Spain, strengthening Telefónica Infra’s investment portfolio. With this new venture, Telefónica Infra now has FTTH vehicles in Spain, Germany and Brazil together with Telefónica’s operating units in each of those countries and in partnership with top tier institutions such as Crédit Agricole Assurances/Vauban, Allianz and CDPQ respectively”.

https://www.telefonica.com/en/communication-room/bluevia-a-neutral-ftth-wholesale-provider-in-spain-is-created/

Telefónica increases its stake in Telxius Telecom to 70%

Wednesday, February 02, 2022  Telefonica, Telxius  

Telefónica and Pontegadea are increasing their stake in Telxius Telecom, a global telecommunications infrastructure company, by acquiring a 40% stake in Telxius Telecom, previously held by KKR.With this transaction, Telefónica will increase its stake to 70% and Pontegadea will increase its stake to 30%. The acquisition is carried out for an estimated amount of EUR 215.7 million, pending, among others, the corresponding adjustments derived from the...

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Nokia expects 5G subs to hit 263 million in the Middle East and Africa

Nokia is predicting that 5G subscriptions will reach 263 million in the Middle East and Africa (MEA) region by 2026. 

The 5G subscription growth will primarily be in Gulf Cooperation Council (GCC) countries, including Saudi Arabia, the UAE, Qatar, Oman, Kuwait and Bahrain. 

Additionally, subscribers in South Africa, Nigeria and North African countries will increase adoption following the release of new spectrum. This trend is triggered by the increasing use of high-bandwidth consumer applications and industrial use cases.

Mikko Lavanti, Head of Mobile Networks, Nokia MEA, said, “Globally, the pace of 5G network rollouts has surpassed 4G/LTE networks. Two years after the first LTE launch there were only 25 million subscriptions across 60 networks, while two years after the first 5G launch, 340 million subscriptions were registered across 155 networks. Similarly, in MEA, our MEA Broadband Index Report finds 40 percent year-on-year growth in 4G data traffic but a huge 350 percent year-on-year growth in 5G data traffic in 2021 alone. This trend in the region clearly indicates that there is a pressing need for the adoption and expansion of 5G networks across the region.”

https://www.nokia.com/sites/default/files/2022-07/mea-broadband-index-report-07-2022.pdf

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STACK opens 3rd data center in Milan

STACK Infrastructure opened its third data center in Milan (Siziano). 

The new facility, constructed in less than 12 months on a land parcel it acquired in 2021, brings the company’s live data center capacity in Italy to 120,000 square meters and more than 50MW of power. The new facility runs on 100% renewable energy, utilizes multiple built-in energy-saving features including photovoltaic panels and heat isolation infrastructure, and prequalifies for LEED Gold certification.

In addition to its live facilities, STACK owns more than 100,000 square metersof expansion land in Siziano capable of supporting over 80MW of total power, including a new parcel in proximity to its existing campuses acquired earlier this year.

The completion of the latest Milan facility further reinforces STACK’s positioning as a market leader in Italy and is part of STACK’s growth strategy across the EMEA region, partnering with leading hyperscale and enterprise clients to provide flexible, best-in-class data center solutions to address their evolving requirements.

“We believe Italy’s data center landscape is at the outset of a significant growth trend,” said John Eland, CEO of STACK EMEA. “Our latest investment in the region is a key component to our EMEA expansion strategy and solidifies our position as our clients’ trusted development and operational partner in the markets most essential to their own growth.”

https://www.stackinfra.com

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T-Mobile US sees its customer count rise to 110 million

T-Mobile US reported service revenues of $15.3 billion, up 6% year-over-year, including industry-leading Postpaid service revenue growth of 9% and best postpaid phone ARPU growth in more than 5 years. Net loss of $108 million and diluted (loss) per share of $(0.09) decreased year-over-year due to merger-related costs and other special expense items amounting to $1.9 billion, net of tax, or $1.52 per share.

“Our relentless focus on putting customers first delivered yet another outstanding quarter for T-Mobile with industry-leading postpaid and broadband customer growth, including our highest ever postpaid account adds in company history,” said Mike Sievert, CEO of T-Mobile. “This momentum fueled our growth strategy and allowed us to raise guidance across the board yet again -- further proof that our commitment to addressing customer pain points in this challenging macro-economic environment is working.”

Some highlights:

• Postpaid net account additions of 380 thousand increased 32 thousand year-over-year.
• Postpaid net customer additions of 1.7 million increased 380 thousand year-over-year.
• Postpaid phone net customer additions of 723 thousand increased 96 thousand year-over-year, including higher gross additions and industry-leading churn improvement. Postpaid phone churn of 0.80% improved 7 basis points year-over-year and 13 basis points sequentially.
• Prepaid net customer additions of 146 thousand increased 70 thousand year-over-year. Prepaid churn of 2.58% was the lowest in company history and improved by 4 basis points year-over-year.
• High Speed Internet net customer additions of 560 thousand were a record-high, and T-Mobile ended the quarter with more than 1.5 million High Speed Internet customers.
• Total net customer additions of 1.8 million increased 450 thousand year-over-year and the total customer count increased to a record-high of 110 million.

 https://investor.t-mobile.com/overview/default.aspx?INTNAV=fNav%3aAbout%3aInvestorRelations

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MaxLinear posts Q2 revenue of $280 million, up 36% yoy

 MaxLinear reported Q2 2022 revenue of $280.0 million, up 6% sequentially and up 36% year-over-year. GAAP gross margin was 58.7%, compared to 58.6% in the prior quarter, and 54.8% in the year-ago quarter. GAAP diluted earnings per share was $0.40, compared to diluted earnings per share of $0.42 in the prior quarter, and diluted earnings per share of $0.01 in the year-ago quarter. Non-GAAP diluted earnings per share was $1.11, compared to diluted earnings per share of $1.00 in the prior quarter, and diluted earnings per share of $0.53 in the year-ago quarter.

“In the second quarter, revenue was up 6% sequentially and up 36% year-over-year, as a result of strong demand across all our product portfolio. In particular, fiber gateway access, Wi-Fi, and wireless infrastructure continue to drive solid revenue expansion. Our connectivity category was up nearly 80% year-over-year, driven by our differentiated Wi-Fi6 feature set, and we are on a firm trajectory to deliver at least $200 million of Wi-Fi revenue in 2023. We saw strong cash flow from operations of approximately $123.4 million in Q2 and non-GAAP gross margin of 62.3%. We are excited about our pending merger with Silicon Motion, the future growth opportunities of our comprehensive product portfolio, and the accelerating pace of new product launches,” commented Kishore Seendripu, Ph.D., Chairman and CEO.

MaxLinear to acquire Silicon Motion for NAND flash controllers

Thursday, May 05, 2022  MaxLinear, Mergers And Acquisitions, Silicon  

MaxLinear agreed to acquire Silicon Motion in a cash and stock transaction that values the combined company at $8 billion in enterprise value.Silicon Motion, which was founded in 1997 in Taipei, Taiwan, specializes in NAND flash controller integrated circuits for solid-state storage devices. The company claims that more NAND flash components, including current and up-coming generations of 3D flash produced by Intel, Kioxia, Micron, Samsung, SK Hynix,...

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NETGEAR reports solid demand and improving supply chain

NETGEAR reported Q2 2022 revenue of $223.2 million, a decrease of 27.7% from the comparable prior year quarter. Second quarter 2022 non-GAAP net loss per diluted share of $0.19, as compared to net income per diluted share of $0.66 in the comparable prior year quarter.

Patrick Lo, Chairman and Chief Executive Officer of NETGEAR, commented, “In the second quarter, we delivered both revenue and non-GAAP operating margin above the high end of our guidance range. Strong execution by our team in navigating supply chain headwinds drove the outperformance, most notably for our ProAV managed switch, super premium WiFi mesh and 5G mobile hotspot products, and, as a result, each of these categories delivered double-digit year over year growth. This improved supply picture fueled strength in our SMB business, which delivered record quarterly revenue, and sales to our service provider customers, and we expect this momentum to continue into the second half as demand remains robust and our supply situation continues to improve.”

Mr. Lo continued, “Within our CHP business, we are pleased with our progress in growing the super-premium mesh market. This once again reinforces our strategy of focusing primarily on the premium, higher margin segments of the market and targeting those consumers with the highest propensity to subscribe to our service offerings. Accordingly, we continue to make progress growing our services business, ending the quarter with 654,000 paid subscribers, and remain on track towards our end of the year target of 750,000 subscribers.”

Bryan Murray, Chief Financial Officer of NETGEAR, added, “During the second quarter of 2022, we repurchased approximately 678,000 shares of common stock for $15.0 million. Preserving strong liquidity and generating cash remain paramount as the pandemic and its related supply chain challenges continue to persist. We expect to continue to opportunistically repurchase shares in future periods.”

Mr. Murray continued, “With solid demand and improving supply, we expect SMB and the service provider channel to continue to gain momentum in the back half of the year. We expect third quarter revenue from the service provider channel will be approximately $40 million, and SMB revenue to grow sequentially. With some of our US retail customers intending to shrink their inventory positions further, we expect to continue working with them in the coming quarter to optimize their inventory levels. Together, these factors lead us to expect our third quarter net revenue to be in the range of $240 million to $255 million. While the supply picture continues to improve, we still expect to spend on airfreight to maximize our SMB revenue. As a result of these factors, our GAAP operating margin for the third quarter is expected to be in the range of (1.0)% to 0.0%, and non-GAAP operating margin is expected to be in the range of 1.5% to 2.5%. Our GAAP tax rate is expected to be approximately 22.0%, and our non-GAAP tax rate is expected to be 15.0% for the third quarter of 2022.

https://investor.netgear.com/releases/press-release-details/2022/Netgear-Reports-Second-Quarter-2022-Results/default.aspx

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Video: Traction for MEF LSO Sonata

MEF LSO Sonata APIs address the business-to-business layer of inter-provider buying and selling at the commercial level. So what market traction are we seeing in mid-2022?

Here is an update from Stan Hubbard, Principal Research Analyst, MEF.

https://youtu.be/WQ0RUC018_0

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Juniper beats forecast with revenues of $1.27 billion, up 8% yoy

Juniper Networks reported Q2 2022 ret revenues of $1,269.6 million, an increase of 8% year-over-year and an increase of 9% sequentially. GAAP operating margin was 8.5%, an increase from 7.3% in the second quarter of 2021, and an increase from 5.0% in the first quarter of 2022.

GAAP net income was $113.4 million, an increase of 83% year-over-year, and an increase of 104% sequentially, resulting in diluted net income per share of $0.35. Non-GAAP net income was $136.4 million, a decrease of 3% year-over-year, and an increase of 34% sequentially, resulting in non-GAAP diluted net income per share of $0.42.

“We exceeded our revenue forecast during the June quarter and delivered a second consecutive quarter of double-digit year-over-year product revenue growth,” said Juniper’s CEO, Rami Rahim. “Demand signals remain healthy and we are seeing attractive opportunities across our enterprise, cloud and service provider markets. Based on this momentum, the backlog we have built, and our latest expectations regarding supply, I am increasingly optimistic regarding our revenue growth prospects for the year.”

“Our teams executed well against the backdrop of an extremely challenged supply chain environment in the June quarter,” said Juniper’s CFO, Ken Miller. “We have taken actions to improve delivery of our products to customers. While some of these actions are likely to impact profitability over the next few quarters, they are enabling us to better meet customer demand, which should have positive long-term implications for our business. We remain focused on driving improved profitability and expect margins to improve in 2023.”

Juniper also noted ongoing supply chain challenges, which have resulted in extended lead times, as well as elevated logistics and component costs. 

For the third quarter, Juniper expects to see solid revenue growth driven by the strength of ots backlog, strong demand and an improved supply outlook. 

https://newsroom.juniper.net/news/news-details/2022/Juniper-Networks-Reports-Preliminary-Second-Quarter-2022-Financial-Results/default.aspx

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Microsoft misses some expectations but Azure revenue up 40%

Citing evolving macroeconomic conditions and other unforeseen items, Microsoft reported revenue and earnings below its previously-provided financial guidance.

Revenue was $51.9 billion, an increase of 12% (up 16% in constant currency). Operating income was $20.5 billion and increased 8% (up 14% in constant currency). Net income was $16.7 billion and increased 2% (up 7% in constant currency). Diluted earnings per share was $2.23 and increased 3% (up 8% in constant currency)

“We see real opportunity to help every customer in every industry use digital technology to overcome today’s challenges and emerge stronger,” said Satya Nadella, chairman and chief executive officer of Microsoft. “No company is better positioned than Microsoft to help organizations deliver on their digital imperative – so they can do more with less.”

 “In a dynamic environment we saw strong demand, took share, and increased customer commitment to our cloud platform. Commercial bookings grew 25% and Microsoft Cloud revenue was $25 billion, up 28% year over year,” said Amy Hood, executive vice president and chief financial officer of Microsoft. “As we begin a new fiscal year, we remain committed to balancing operational discipline with continued investments in key strategic areas to drive future growth.”

Unfavorable items included:

Unfavorable foreign exchange rate movement within the quarter negatively impacted revenue and diluted earnings per share $(595) million and $(0.04), respectively. 

Extended production shutdowns in China that continued through May and a deteriorating PC market in June contributed to a negative impact on Windows OEM revenue of over $(300) million

Reductions in advertising spend contributed to a negative impact on LinkedIn as well as Search and news advertising revenue of over $(100) million

Employee severance costs.

Some business highlights for the quarter:

Revenue in Productivity and Business Processes was $16.6 billion and increased 13% (up 17% in constant currency), with the following business highlights:

• Office Commercial products and cloud services revenue increased 9% (up 13% in constant currency) driven by Office 365 Commercial revenue growth of 15% (up 19% in constant currency)
• Office Consumer products and cloud services revenue increased 9% (up 12% in constant currency) and Microsoft 365 Consumer subscribers grew to 59.7 million
• LinkedIn revenue increased 26% (up 29% in constant currency)
• Dynamics products and cloud services revenue increased 19% (up 24% in constant currency) driven by Dynamics 365 revenue growth of 31% (up 36% in constant currency)

Revenue in Intelligent Cloud was $20.9 billion and increased 20% (up 25% in constant currency), with the following business highlights:

• Server products and cloud services revenue increased 22% (up 26% in constant currency) driven by Azure and other cloud services revenue growth of 40% (up 46% in constant currency)

Revenue in More Personal Computing was $14.4 billion and increased 2% (up 5% in constant currency), with the following business highlights:

• Windows OEM revenue decreased 2%
• Windows Commercial products and cloud services revenue increased 6% (up 12% in constant currency)
• Xbox content and services revenue decreased 6% (down 4% in constant currency)
• Search and news advertising revenue excluding traffic acquisition costs increased 18% (up 21% in constant currency)
• Surface revenue increased 10% (up 15% in constant currency)

https://www.microsoft.com/en-us/investor/earnings/fy-2022-q4/press-release-webcast

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Google Cloud revenue hit $6.276 billion in Q2, up 35.6%

Alphabet reported Google Cloud revenue of $6.276 billion in the quarter ending 30-June-2022, up 36.5% from the same period last year. The company cited continued demand across all geographies and market segments.

Google Cloud Public Sector was launched in June.

The operating loss for Google Cloud increased to ($858 million) compared to ($591 million) a year earlier.

https://abc.xyz/investor/#numbers

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Verizon Business enhances its BlueJeans meeting service

Verizon Business announced several improvements to its BlueJeans meeting service aimed at making calls more engaging and immersive. These include:

• 
  Multi-Language Closed Captioning and Transcripts: More language options to better support diverse, dispersed teams
• Hide Self View: The ability to hide one's own video, while still allowing others to see you, reduces video fatigue caused from constant hair checks
• Binge Meetings (iOS and iPadOS): Gives users the flexibility to easily get notified and jump into their next call
• CallKit Support (iOS and iPadOS): Providing assistance for remote worker time management, Call Kit Support for iOS and iPadOS allows users to better manage incoming phone calls while on a BlueJeans Meeting by switching over without dropping either call
• Breakout Sessions: The ability to ‘Ask for Help’ with broadcasting a message creates better communication across dispersed breakout participants
• Virtual Backgrounds: Virtual backgrounds available on iOS, iPadOS and Android devices means more options to personalize or minimize unwanted backgrounds distractions
• RTMP Streaming: On the Desktop, Stream your Meeting to any feed with a URL and Streaming Key (previously only available in BlueJeans Events)

Additionally, updates to the BlueJeans app on Meta Portal can help to account for different working patterns and preferences. These include Collab Board Support and a Share Screen Link for fast second Screen Login access/share.

https://www.verizon.com/about/news/verizon-business-drives-inclusive-engagement-new-bluejeans-meetings-features

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Dell'Oro: 5G rollouts to drive demand for microwave transmission

Demand for Microwave Transmission equipment is set to increase for the next few years due to future 5G deployments, according to a recent forecast report by Dell’Oro Group. This growth will be driven by new 5G markets that rely more on wireless backhaul.

“Microwave Transmission equipment demand is on the rise,” said Jimmy Yu, Vice President of Dell’Oro Group. “Demand for Microwave Transmission equipment for mobile backhaul is already off to a good start, growing 11 percent in 2021. We expect future 5G installations will drive this market’s growth for a few more years.

“Although 5G deployments started a few years ago, most of those were rolled out in areas with high fiber availability. We are now seeing the 5G spectrum auctions and new roll outs in markets that rely more on wireless backhaul. This bodes well for point-to-point Microwave Transmission equipment,” added Yu.

Additional highlights from the Microwave Transmission & Mobile Backhaul 5-Year Forecast Report:

• For the cumulative period that includes the years 2022 through 2026, Microwave Transmission equipment revenue is projected to approach $18 billion.
• Approximately 70 percent of the Microwave Transmission market will be driven by mobile backhaul. The remainder will be from sales into vertical markets such as enterprises and government.
• The technology segment with the highest five year growth will be E-band. The E/V Band market is forecast to grow at a 25 percent compounded annual growth rate.

https://www.delloro.com/news/future-5g-roll-outs-to-drive-demand-for-microwave-transmission-equipment/

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Botswana's BoFiNet picks Ribbon for transport upgrade

BoFiNet, a wholesale provider of national and international telecommunications infrastructure in Botswana, selected Ribbon Communications to upgrade its national backbone.

BoFiNet's backbone network, Botswana's largest, supports the company's mandate to provide a world-class telecommunications infrastructure to help drive connectivity and economic growth. More than 75 of the country's service providers connect to and rely on BoFiNet's network, which includes 10,600 kilometers (6,500 miles) of fibre covering more than 200 towns and villages.

Ribbon provided BoFiNet with a multi-terabit optical network that combines DWDM transport and OTN switching. Based on Ribbon's Apollo optical networking products, the solution gives BoFiNet a fully programmable optical network that supports multiple-routing resiliency and dynamic restoration across its pan-national optical transit network. The network boasts a capacity of 48 channels at 200G per channel with an easy path to upgrade to 400G as traffic demand increases.

"We've worked closely with BoFiNet to create the advanced solution that leverages the best of DWDM transport and OTN switching to meet their requirements," said Lior Tourgeman, Ribbon's VP Sales, Africa. "The enhanced capacity, flexibility and resiliency enables BoFiNet to support service providers with a broad variety of needs, as it continues to realize its vision to be a leader in the continent's digital transformation." 

Ribbon supplies optical transport for Blueline Madagascar

Tuesday, May 24, 2022  Optical, Ribbon  

Blueline, a provider of internet, voice and television services throughout Madagascar, has selected Ribbon's Apollo Optical Networking solution to upgrade the bandwidth capacity of its communications network.The Apollo 9600 Dense Wavelength Division Multiplexing (DWDM) and Optical Transport solution provides Blueline multi-service transport capabilities on an energy-efficient multi-wavelength 100 Gigabit (100G) backbone that can be seamlessly upgraded...

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Colt Japan deploys Ribbon's Session Border Controllers 

Thursday, May 12, 2022  Colt, Ribbon  

Colt Technology Services has deployed Ribbon's Microsoft-certified Session Border Controllers (SBCs) as part of its new Colt Intelligent Communications (CIC) with Cloud Session Border Controller offering across Japan.CIC is an enterprise solution integrating Microsoft's cloud productivity applications with Colt's voice and data networks to securely deliver superior collaboration experiences and business communications services. With CIC, phone calls...

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France's SNCF picks Kontron and Ribbon for optical upgrade

Monday, May 09, 2022  France, Ribbon  

Kontron Transportation has been awarded the Transilien SNCF Voyageurs Optical Transport Network (OTN) project to upgrade SNCF's communications network. The project involves replacing obsolete WDM  equipment in the Paris region with Ribbon's WDM, including OTN switching technology, part of its IP Wave portfolio.The project includes:A multi-tier core-aggregation-access OTN switching architecture, based on Ribbon's 9904X Metro OTN and 9901X Access...

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Nokia boosts its fiber access with XGS-PON and 25G PON

Nokia introduced its Lightspan SF-8M optical line terminal (OLT) with support both GPON and XGS-PON and future support for 25G PON. The sealed remote OLT comes with flexible powering options, including power-over-coax making the unit particularly suitable for cable operators.

Based on the Nokia Quillion chipset, the Lightspan SF-8M will support eight GPON, XGS-PON, or multi-PON ports, or four 25G PON ports. It will also come with flexible powering options including power-over-coax, AC, DC, or RFT-V. The new addition enhances the current SDAN-based portfolio including the Lightspan FX family (for centralized deployments), MF-2 (for distributed deployments), and DF-16GM (for low density deployments), along with an extensive range of ONTs, and professional services.

Mark Klimek, Business Center Lead for North America, Nokia Fixed Networks said: “In a highly competitive world, cable operators need to find cost-effective solutions to increase speed and performance. Next-generation fiber upgrades are happening three years sooner than expected. The Lightspan SF-8M provides the perfect solution for cable operators that want to quickly increase capacity and flexibly migrate to fiber-to-the-home.”

http://www.nokia.com

Nokia milestone: 1.5 millionth Quillion-powered PON port shipments

Tuesday, May 24, 2022  Nokia  

Nokia has reached the 1.5 million port milestone for its Quillion chipset-based broadband solutions, potentially reaching 50 million subscribers.500K of the ports are 25G PON-ready.The Quillion chipset now has more than160 operator customers around the world. Designed to offer multi-PON capabilities with GPON, XGS-PON and 25G PON all running on the same fiber, Quillion also reduces energy consumption, with 50% less power needed in fiber installations...

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Nokia Bell Labs demos 100G PON over a single wavelength

Monday, June 13, 2022  Nokia, PON  

At Fiber Connect 2022 in Nashville, Nokia Bell Labs showed the first proof-of-concept demonstration of 100G PON. The prototype delivers 100Gbps downstream on a single PON wavelength.  The performance is achieved using digital signal processing as well optimizations of the modulation.Nokia is also introducing the concept of a "flexible PON", where the downstream performance can be adjusted in software based on the quality of the channel.Stefaan...

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Nokia expands fiber access portfolio with Lightspan MF-2 node

Wednesday, March 04, 2020  Nokia  

Nokia is expanding its fiber access portfolio with a new Lightspan MF access node designed for the 5G era, a new Beacon 6 in-home gateway that supports 5G mobile data offloading and several Nokia Bell Labs innovations that reduce latency. Nokia’s new Lightspan MF-2 fiber access node is based on its Quillion chipset family. Some details: High capacity, small form factor access node fit for distributed deployments 10G PON today, and ready for evolution...

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