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Cable operators to increase fiber cable, optical node use: IHS

July 30, 2015

Cable operators will continue to drive fiber deeper in to their networks, which means good news for suppliers of fiber cable and optical nodes, according to IHS (NYSE: IHS). For example, the market research firm expects global shipments of hybrid fiber/coax (HFC) optical nodes will more than double in the 5 years from 2014 to 2019.

ASSIA, BT bury DSL patent litigation hatchet

July 29, 2015

DSL and fiber-optic network management software company ASSIA and British Telecommunications (BT) have called a cease fire in their international patent war. The companies, at odds over whether BT infringed on ASSIA patents related to DSL management (and vice versa), have agreed to end the dispute and cross-license each other's patented intellectual property.

Big Four cloud services providers control over half the market

July 28, 2015

Amazon Web Services (AWS), Microsoft, IBM, and Google control 54% of the cloud services market, according to new second quarter 2015 research from Synergy Research Group. Their average year-on-year revenue growth was 84%, compared to the 33% growth enjoyed by the rest of the field, according to the market research firm.

Colocation price variations significant says TeleGeography

July 28, 2015

Those with the necessary flexibility should shop for colocation space, based on a recent report from TeleGeography's Colocation Pricing Service. Baseline colocation prices – or prices per unit of power – differ widely by geography and often within the same metro market, the market research firm discovered.

Cisco dominates IHS router and switch vendor poll

July 28, 2015

Cisco (NASDAQ:CSCO) maintained its Number 1 ranking in several categories in the 2015 edition of the IHS Infonetics Router and Switch Vendor Leadership: Global Service Provider Survey. The company topped the edge/core router and Carrier Ethernet switch (CES) manufacturer categories for the third consecutive year, according to the market research firm.

AT&T closes DirecTV acquisition

July 27, 2015

AT&T Inc. (NYSE:T) announced July 24 that it had closed its acquisition of satellite television provider DirecTV after receiving formal Federal Communications Commission (FCC) approval. AT&T agreed to several conditions in exchange for that approval, which cleared the way to create the largest pay-TV provider in the world.

Comcast broadband subs surpass video subs

July 23, 2015

Comcast Corp. (NASDAQ: CMCSA, CMCSK) now has more subscribers taking its broadband services than its video services. The cable MSO (and owner of NBC/Universal) made the revelation today as it reported results of its second fiscal quarter, which ended June 30, 2015.

Cisco sells set-top box business to Technicolor

July 23, 2015

Cisco (NASDAQ: CSCO) has agreed to sell its customer premises equipment (CPE) business for cash and stock totaling €550 million (or $600 million equivalent) to French firm Technicolor (Euronext Paris: TCH; OTCQX: TCLRY). The companies have also agreed to collaborate on video and broadband technology and services.

Prysmian expands optical fiber plant in Brazil

July 23, 2015

Fiber and cable provider Prysmian Group says it has begun operations in a newly expanded optical fiber production facility in Sorocaba, São Paulo, Brazil. The expansion is part of a five-year, €100 million plan that runs through 2016 aimed at boosting the company's market share and production capacity for fiber-optic network products.

FCC chairman approves AT&T's DirecTV acquisition with conditions

July 22, 2015

AT&T Inc. (NYSE:T) appears on the verge of receiving federal regulatory approval for its proposed acquisition of DirecTV (NASDAQ:DTV). Federal Communications Commission (FCC) Chairman Thomas Wheeler confirmed late yesterday that he has circulated an order recommending approval of the deal, as long as certain conditions are met. Meanwhile, the Department of Justice has signaled its approval as well.

Verizon profits jump in second quarter 2015

July 21, 2015

Verizon Communications Inc. (NYSE, NASDAQ:VZ) says that non-GAAP profits advanced by double digits versus the year-ago quarter in the second quarter of 2015. The company reported non-GAAP earnings per share (EPS) of $1.04 in the most recent quarter, versus the $0.91 of 2Q14, a growth of 14%.

NFV market to jump 5X in four years says IHS

July 20, 2015

The market for network functions virtualization (NFV) hardware, software, and services will grow from an expected $2.3 billion this year to $11.6 billion in 2019, according to IHS (NYSE: IHS). The increase will come as service providers begin a transformation to virtualized networks that could take 10 to 15 years, the market research firm predicts in a new report, "NFV Hardware, Software, and Services."

Huawei claims 30% increase in sales in 2015 first half

July 20, 2015

Huawei says sales during the first half of 2015 increased 30% year over year, to an unaudited CNY175.9 billion ($28.3 billion), with an operating margin of 18%.

KKR to buy stake in FTTH provider Deutsche Glasfaser

July 20, 2015

Investment firm KKR says it has reached an agreement with Dutch counterpart Reggeborgh to acquire a majority stake in the latter's Deutsche Glasfaser, which constructs and operates fiber to the home (FTTH) networks in Germany. The agreement includes a joint investment of €450 million ($488.4 million) to fund additional fiber-optic network infrastructure in Germany "over the next few years," in the words of a press release.

JDSU sets split date

July 16, 2015

JDSU (NASDAQ: JDSU) says its re-formation into Viavi Solutions and Lumentum Holdings Inc. will occur August 1, 2015. The Communications and Commercial Optical Products (CCOP) business segment will split off as a separate public company on that date, and the special dividend distribution of approximately 80.1% of Lumentum's common stock to JDSU shareholders will take place on August 3, the first trading day after the split.

100G, 200G metro WDM optical transport growth drivers through 2019 says Dell'Oro

July 16, 2015

Demand for WDM systems, particularly metro WDM gear, will drive optical transport equipment sales to $15 billion by 2019, according to Dell'Oro Group. The forecast appears in the market research firm's new optical transport forecast report.

First quarter 2015 broadband CPE revenues, units gain versus year ago

July 13, 2015

Makers of broadband customer premises equipment (CPE) saw good news in the first quarter of 2015 – as long as they looked back far enough for a frame of reference, says a new report from IHS (NYSE: IHS). Compared to the year-ago quarter, revenues in 1Q15 climbed 3% and shipments rose 9%. Sequentially, however, revenue shrank 2% to $2.8 billion on flat unit shipments of 54 million, according to the market research firm.

JDSU accelerates Lumentum spin-off timetable

July 13, 2015

JDSU (NASDAQ: JDSU) says it will spin off its Communications and Commercial Optical Products (CCOP) business into publicly traded Lumentum Holdings Inc. in August. While August is within the third quarter target for the separation the company originally set (see "JDSU to split in two"), it suggests that momentum behind Lumentum's creation has accelerated.

Four locales dominate multi-tenant data center market says IHS

July 7, 2015

There are now 3.7 million square meters of floor space under contract in multi-tenant data centers (MTDC), reports Elizabeth Cruz senior analyst, Data Centers, Cloud & IT Infrastructure, at IHS in a recent blog. Much of that space can be found in four locations: London, Tokyo, the New York Metro area, and Virginia, according to the market research firm.

Shark threat to submarine networks a bunch of jawing says ICPC

July 6, 2015

Sharks undoubtedly pose a threat to fish, humans, and other creatures who flail about in the water. But, despite what you may see on YouTube, they aren't much of a menace to submarine networks cables, according to the International Cable Protection Committee (ICPC).

Web 2.0 companies will buy a lot of optical modules says LightCounting

July 2, 2015

Market research firm LightCounting predicts in a new report that Web 2.0 companies will account for 30% of Ethernet optics and 20% of DWDM optics by 2021 in connection with mega data center deployments and supporting fiber-optic network infrastructure. Much of this optical modules consumption will target 100G, the company says.

Amphenol targets FCI Asia Pte Ltd.

July 2, 2015

Amphenol Corp. (NYSE:APH) says it has offered $1.275 billion (subject to a closing adjustment) to acquire all of the shares of interconnect firm FCI Asia Pte Ltd. of Singapore from affiliates of Bain Capital. The parties are in exclusive negotiations to reach a purchase agreement, Amphenol says.

Alcatel-Lucent transfers optical transport manufacturing site to Flextronics

July 2, 2015

Alcatel-Lucent (Euronext Paris and NYSE: ALU) says it has transferred its optical transport equipment plant in Trieste, Italy, to Flextronics Manufacturing. Flextronics will assume responsibility for new product introduction, manufacturing, integration, and repair services of Alcatel-Lucent optical equipment at the site.

IHS names optical network hardware leaders

June 28, 2015

Ciena (NYSE:CIEN), Cisco (NASDAQ:CSCO), and Infinera (NASDAQ:INFN) are leaders among optical network hardware vendors – so says IHS (NYSE: IHS) in its new "2015 IHS Infonetics Optical Network Hardware Vendor Scorecard." The scorecard covers the 10 companies that have generated the most fiber-optic network equipment sales over the past year and groups them into such categories as "Leader," "Established," and "Challenger."

Worldwide PON interest to drive FTTx optics market beyond $1 billion this year

June 25, 2015

Worldwide demand for PON gear should enable sales of FTTx optics to follow last year's record-breaking performance with even better results in 2015, market research firm Ovum asserts in its newly released "OC FTTx Forecast Spreadsheet: 2014–20." Revenues for such optics, which include optical transceivers as well as bi-directional optical subassemblies (BOSAs), should surpass $1 billion this year, Ovum predicts.

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