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JDSU management details split, M&A possibilities

September 15, 2014

Management at JDSU (NASDAQ: JDSU) promised attendees of an analyst meeting September 11 that the independent communications and commercial optical products (CCOP) company it plans to spin out by the third quarter of 2015 will be debt free and adequately stocked with cash. Yet management left several questions unanswered – or at least not answered to the satisfaction of the audience. A principle area of dissatisfaction: the apparent unwillingness of either new company to be market consolidators.

Integra Networks transitions to IntegraOptics

September 11, 2014

Optical transceiver and related technology vendor Integra Networks has rebranded as IntegraOptics. "Our new corporate name reflects the brand changes we have undergone in recent years," CEO David J. Prescott said. "'IntegraOptics' more clearly delineates our strategic direction and commercial focus on optical solutions, including hardware, engineering, and support services.

Microsemi to snap up Centellax

September 11, 2014

Semiconductor supplier Microsemi Corp. (NASDAQ: MSCC) says it has reached an agreement to acquire optoelectronic component and subsystem developer Centellax. Terms of the deal were not disclosed, and neither was the expected date of the transaction’s close.

JDSU to split in two

September 10, 2014

JDSU announced after trading closed September 10 its intention to split its optical components and test and measurement businesses into two publicly traded companies. The move would save approximately $50 million in combined expenses and allow the two business units greater flexibility, company management asserts.

VDSL, GPON spark 2Q14 access gear shipment growth says Dell'Oro

September 10, 2014

Shipments of broadband access equipment, including PON, DSL, and equipment for cable MSO networks, grew 12% year-on-year in the second quarter of 2014, according to a new report from Dell’Oro Group. The market research firm says sales of VDSL and GPON equipment led the way.

No seasonal rebound in enterprise router sales says Infonetics

September 9, 2014

Worldwide enterprise router revenue totaled $867 million in the second quarter 2014 (2Q14), just a 1% sequential gain in a quarter that typically sees a strong seasonal pickup, according to the latest market report from Infonetics Research. Without the seasonal rebound, enterprise router sales dipped 9% in 2Q14 from the year-ago quarter (2Q13).

Finisar buys gratings provider LightSmyth Technologies

September 5, 2014

While discussing Finisar’s first quarter 2015 performance and lukewarm second quarter expectations (see "Finisar predicts revenue growth run to end this quarter"), company management revealed that they had acquired privately held LightSmyth Technologies. Eugene, OR-based LightSmyth provides gratings and offers fabrication services based on its nanophotonics expertise.

Finisar predicts revenue growth run to end this quarter

September 5, 2014

Management at optical component and subsystem supplier Finisar Corp. yesterday announced the first quarter of fiscal 2015, ended July 27, 2014, achieved another revenue record and marked the eighth consecutive quarter of revenue growth. However, they also announced they expect that growth run to end in the second quarter of fiscal 2015, which ends in October.

Ciena has fiscal 3Q14 good news, 4Q14 not so good news

September 4, 2014

Optical transport systems and Ethernet switch vendor Ciena Corp. (NYSE:CIEN) reported good news for fiscal 2014, including both strong revenues and achievement of Domain 2.0 status at prime customer AT&T. However, it’s the not so good news about its fourth quarter outlook that has Wall Street’s attention.

Startup Rockley Photonics adds to Pasadena team

September 2, 2014

Startup Rockley Photonics has added three new executives to its engineering and product development team at its facilities in Pasadena, CA. The company, the latest venture from Bookham Technology founder Andrew Rickman, plans to leverage silicon photonics technology to create what Rickman previously described to Lightwave as "functional blocks."

TDS Telecom completes BendBroadband acquisition

September 2, 2014

FirstLight Fiber to acquire G4 Communications

September 2, 2014

FirstLight Fiber, a facilities-based service provider operating fiber-optic networks in Upstate New York and Northern New England with connectivity to Canada, reports that it has signed a definitive agreement to acquire substantially all of the assets of New Hampshire-based G4 Communications, including G4's customer base and data center located in Manchester, NH.

Fibercore buys Acreo spin-out Fibertronix

September 2, 2014

Fibercore Ltd., the UK-based developer of specialty optical fiber, says it has acquired Fibertronix AB, a Swedish maker of specialty fiber for harsh environments.

WDM sales set record in 2Q14 says Dell'Oro

August 26, 2014

Led by the long-haul segment, sales of WDM gear set a revenue record of $2.6 billion, according to a new quarterly report from Dell’Oro Group. The market research firm says the figure represented a spike of 10% versus the year-ago quarter.

Infonetics Research 100 Gigabit Ethernet adoption chart

Operators will move key functions to virtual routers, add 100GbE says Infonetics

August 26, 2014

Operators plan to move a multitude of functions from physical routers to software or virtual routers, according to the latest operator survey from market research firm Infonetics Research. Meanwhile, adoption of 100 Gigabit Ethernet (100GbE) is about to take off, the survey reveals.

Valdor expands into Mexico with joint venture

August 26, 2014

Valdor Technology International Inc. (TSX-V: VTI) (OTC: VTIFF) reports that it has signed a letter of intent for a joint venture with Inteligencia e Infraestructura En America S.A.

Comcast climbs on Vertical Systems Group’s U.S. Carrier Ethernet Leaderboard

August 25, 2014

Cable MSO Comcast has risen two spots, to sixth, on Vertical Systems Group's U.S. Carrier Ethernet Leaderboard. The market research and consultant firm released its mid-year tally of Carrier Ethernet service providers last week.

40/100 Gigabit Ethernet interest sparks healthy North American MPO connector growth says ElectroniCast Consultants

August 25, 2014

Use of "multi-fiber push on" (MPO) fiber-optic connectors in North America should grow 49.8% annually through 2018, according to a new report from ElectroniCast Consultants. The market research and consultant firm says that deployments of 40 Gigabit Ethernet (GbE) and 100GbE technology will provide the catalyst for this expansion.

SDN market worth $8 billion by 2018 says IDC

August 21, 2014

International Data Corp. (IDC) is the latest market research firm to predict the size of the software-defined networking (SDN) market. According to the company’s new forecast, the worldwide SDN market for the enterprise and cloud service provider segments will grow from $960 million in 2014 to over $8 billion by 2018, a compound annual growth rate (CAGR) of 89.4%.

Broadband binge drives 2Q14 aggregation equipment sales past $2 billion says Infonetics

August 21, 2014

Interest in GPON and VDSL2 vectoring and gigabit fiber to the home (FTTH) in North America pushed worldwide sales of broadband aggregation equipment to $2.1 billion in the second quarter of 2014, according to Infonetics Research. The market research firm reports in its upcoming 2Q14 "PON, FTTH, and DSL Aggregation Equipment and Subscribers" report due August 29 that broadband aggregation equipment sales grew 17% sequentially and 19% year-over-year.

Wireline to drive 70% of telecom gear sales growth through 2018 says Dell'Oro

August 19, 2014

The emphasis carriers globally are placing on wireless services will benefit wireline equipment spending through 2018, according to recently published reports by Dell'Oro Group.  

Viatel promises €125 million expansion

August 19, 2014

European telecommunications service provider Viatel, part of the Digiweb Group, says it has €125 million that it plans to spend over the next 12 months to extend its fiber-optic network infrastructure, cloud services capabilities, and data centers. At least part of this expansion will come via acquisitions, backed by funding partner Proventus Capital Partners.

Ridgemont Equity Partners to buy majority stake in Cross River Fiber

August 18, 2014

Middle-market buyout and growth equity investor Ridgemont Equity Partners says it has agreed to acquire a majority interest in New Jersey-based dark fiber service provider Cross River Fiber. Terms of the deal were not disclosed. Ridgemont expects to close the transaction in the fourth quarter of this year.

Infonetics Research regional optical communications network hardware sales

Optical hardware spending increases 27% in 2Q14 says Infonetics

August 18, 2014

Spending on optical network hardware grew 27% sequentially in the second quarter of 2014, coming in at $3.3 billion, according to Infonetics Research. Web 2.0 services providers buttressed North American sales, while Huawei and ZTE benefited from strong Asia Pacific spending.

Optical components market to grow 8% in 2014 says Ovum

August 14, 2014

The global optical components (OC) market posted revenues of $6.8 billion in 2013, up 3% from the 2012 level, according to the latest report from market research firm Ovum.

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