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Service provider capex to reach $346 billion in 2014 says Ovum

December 18, 2014

Revenue growth rates for communications service providers (CSPs) remain modest, but CSPs will continue to invest heavily in their networks, according the latest forecast from market research firm Ovum. In spite of the tough financial climate, CSPs have continued to plough an average of nearly 18% of revenues per year into capex.

Increased data center deployments boost active optical cable market says LightCounting

December 16, 2014

While the market for mainstream active optical cables (AOCs) such as 4x10-Gbps QSFP+ AOCs has historically been restricted mainly to high-performance computing (HPC) applications, the use of AOCs in data center networks has begun to increase says LightCounting. The market research firm expects 10GbE SFP+ AOCs will represent 25% of the projected $98 million AOC market in 2014, thanks to growth in data center deployments.

ZTE takes stake in components vendor Enablence

December 16, 2014

Chinese optical systems vendor ZTE Corp. (H: 0763.HK/A: 000063.SZ) has invested CAD$2.7 million ($2.3 million) in Canadian optical components and subsystems supplier Enablence Technologies Inc. (TSX VENTURE: ENA).

New 2.5G and 25G speeds will boost Ethernet switch market says Infonetics

December 16, 2014

Market research firm Infonetics Research says that global Ethernet switch revenues grew 4% sequentially in third quarter 2014 (3Q14), to reach $5.6 billion, while year-over year growth stood at 5%, thanks to demand from the public and financial services sectors.

Changes at the top for MRV Communications

December 15, 2014

Optical transport systems vendor MRV Communications (NASDAQ:MRVC) has made a pair of changes at the top of its management roster. Mark J. Bonney, 60, is now the company's president and CEO, while Stephen Krulik, 42, has been promoted from vice president of finance to replace Bonney as chief financial officer.

CenturyLink takes on Big Data with Cognilytics acquisition

December 15, 2014

CenturyLink, Inc. (NYSE: CTL) says it has acquired Cognilytics, a provider of predictive analytics and Big Data services to mid-sized and large enterprises.

Ciena believes diversification will lead to growth

December 12, 2014

As previously reported, the revelation of an unanticipated loss in its fiscal fourth quarter originally sent Ciena's (NYSE:CIEN) shares tumbling yesterday morning. But company management turned those initial losses into a 6.96% gain for the day by describing how Ciena's diversification strategy would enable it to grow revenues faster than the overall market and improve margins in 2015. The diversification includes the markets Ciena serves and its product line.

Industry veterans back Silicon Catalyst semiconductor startup incubator

December 11, 2014

Silicon Catalyst has launched what the group says is the industry's first incubator for semiconductor startups.

Ciena ends FY14 with a thud with greater than expected loss

December 11, 2014

Ciena Corp. (NYSE: CIEN) ended what proved to be a successful fiscal 2014 with a stumbling fourth quarter. While revenues exceeded expectations, so did the quarter's loss, the company revealed yesterday. Yet shares this morning have reversed last night's after-hours decline, as company management made a case for optimism in fiscal 2015 in a call with analysts this morning. chip vendor Sckipio Technologies closes Series B funding

December 8, 2014

Sckipio Technologies, a startup focused on provision of modem chipsets, celebrated the recent ratification of the standard by revealing it has raised $17 million in Series B funding. Pitango Venture Capital, a new investor, led the round with Sckipio's existing investors Gemini Israel Ventures, Genesis Partners, Amiti Ventures, and Aviv Ventures joining in.

Samsung Electronics to sell fiber-optic business to Corning

December 2, 2014

Corning Inc. (NYSE: GLW) and Samsung Electronics Co., Ltd. have reached a definitive agreement through which Corning will acquire Samsung's optical fiber and fiber-optic cable business. The terms of the agreement were not released.

Alcatel-Lucent transfers optics R&D to Italy's SM Optics

December 2, 2014

Alcatel-Lucent (Euronext Paris and NYSE: ALU) has agreed to transfer its research and development activity related to optical multi-service node (OMSN) platforms to SM Optics, a subsidiary of SIAE MICROELETTRONICA.

Has BT shut down its DSL management system?

November 26, 2014

DSL and fiber-optic network management software company ASSIA asserts that BT has shut down the dynamic line management (DLM) system for the DSL portions of its Next Generation Access (NGA) network in the wake of an unfavorable court ruling in the two companies' ongoing patent dispute. A BT spokesman did not directly confirm or deny ASSIA's announcement.

Mobile fronthaul transceiver market 15X greater than mobile backhaul says LightCounting

November 25, 2014

With remote radio head shipments forecasted to exceed 6 million units annually by 2019, optical transceiver revenues derived from mobile fronthaul links will grow to 15X that of mobile backhaul. So says market research firm LightCounting in its new "Mobile Fronthaul Optics" report and forecast.

FTTH subscribers in Asia-Pacific hit 100 million

November 25, 2014

Market research firm Ovum and the FTTH Council Asia-Pacific say that the number of customers receiving broadband services via fiber to the home (FTTH) networks in the Asia-Pacific region has reached 100 million.

Pressure points for 2015

November 25, 2014

An uneven 2014 is coming to an end. Here's a look at what 2015 may bring in the way of optical communications technology trends.

DSL drop off means flat 3Q14 broadband systems market says Infonetics

November 24, 2014

A drop in sales of DSL equipment negated continued growth in PON equipment demand in the third quarter of 2014, says market research firm Infonetics Research in its 3Q14 "PON, FTTH, and DSL Aggregation Equipment and Subscribers" report. The $2 billion in sales for the quarter represented a 1% sequential fall off, according to the report.

Windstream trimming headcount

November 20, 2014

Service provider Windstream (NASDAQ:WIN) says it plans to eliminate 350 positions by December 1. Almost half of these positions, about 120, will disappear via a voluntary buyout initiative.

MACOM to add laser technology via BinOptics acquisition

November 20, 2014

M/A-COM Technology Solutions Holdings, Inc. (NASDAQ: MTSI) (MACOM) has agreed to acquire InP laser developer BinOptics Corp. for $230 million in cash. MACOM expects to close the deal during its first fiscal quarter of 2015 (which ends January 2, 2015), subject to customary closing conditions, including expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act.

Metro WDM takes a hit in North America says Dell'Oro Group

November 20, 2014

Demand for optical transport equipment in North American declined 13% year-over-year in the third quarter of 2014, according to a newly published report by market research firm Dell'Oro Group.

Koch to buy Oplink, pair it with Molex, as trade activity raises eyebrows

November 19, 2014

Koch Industries, Inc. has reached an agreement through which its Koch Optics Inc. wholly owned subsidiary will acquire optical module and subsystems vendor Oplink Communications, Inc. (NASDAQ:OPLK) for $445 million. Meanwhile, reports have surfaced of unusual trading in Oplink shares before the acquisition was announced, leading to questions about potential insider trading.

JDSU dismisses investor demand to sell CCOP

November 18, 2014

Management at JDSU (NASDAQ: JDSU) quickly countered an open letter from Sandell Asset Management Corp. that called for Sandell's fellow JDSU shareholders to reject JDSU's slate of board candidates at their upcoming annual meeting as a sign of support for a sale of the company's Communications and Commercial Optical Products (CCOP) unit. JDSU management reiterated its support for its current strategy of spinning out CCOP into a separate company (see "JDSU to split in two").

3Q14 optical network equipment spend down 5% year-on-year says Infonetics

November 18, 2014

The global optical network hardware market, including SONET/SDH and WDM equipment, totaled $3 billion in 3Q14, down 10% sequentially and 5% year-over-year, according to the latest report from market research firm Infonetics Research.

100 Gigabit Ethernet optical transceiver market set for growth says Infonetics

November 17, 2014

Globally, 10G, 40G, and 100G optical transceiver revenues totaled $1.9 billion in 2013, up 18% from 2012, and are expected to grow a further 10% to reach $2.1 billion for full-year 2014, according to the latest report from Infonetics Research.

FCC wants AT&T GigaPower FTTH details

November 17, 2014

The Federal Communications Commission (FCC) and AT&T took turns applying pressure to each other last week in reaction to President Barak Obama's support of Title II classification (albeit with a withhold on rate regulation) as an engine toward net neutrality. The FCC may be squeezing tighter.

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