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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.

Juniper Networks' CEO steps down

November 11, 2014

Router vendor Juniper Networks (NYSE: JNPR) says its CEO, Shaygan Kheradpir, has resigned his post as well as his position on the company’s board over questions about his leadership and his conduct of negotiations with an unidentified customer. Rami Rahim has been named to replace Kheradpir.

Project VIP capex has peaked says AT&T

November 10, 2014

AT&T has said that investment in its Project VIP network enhancement program has peaked, and that capex for 2015 will therefore shrink from current levels. The pronouncement, tacked at the end of its announcement that it has acquired Mexican wireless network operator Iusacell for $2.5 billion, sent shares of optical technology stocks tumbling today.

North America data center market is world's largest says TCL report

November 10, 2014

The North American data center market is the largest in the world, according to a new report from Tariff Consultancy Ltd (TCL). The firm calculates that data centers in the U.S. and Canada occupied over 66 million square feet of raised floor space as of the end of 2014.

Infonetics Research carrier SDN and NFV market size breakdown

Carrier SDN and NFV market worth $11B by 2018 says Infonetics

November 6, 2014

Software-defined networking (SDN) and network functions virtualization (NFV) exemplify the telecom industry's shift from hardware to software, according the latest report from market research firm Infonetics Research, which finds that SDN and NFV software are projected to make up  three-quarters of total SDN/NFV revenue in 2018.

BCE takes Bell Aliant private

November 4, 2014

BCE Inc. (TSX, NYSE: BCE), formerly known as Bell Canada Enterprises, says it has completed the privatization of Bell Aliant and has fully integrated the Atlantic Canada affiliate into its operations.

Megaport spins off fiber infrastructure

November 3, 2014

Asia-Pacific data connectivity provider Megaport Operations Pty Ltd says it is spinning-off its fiber-optic network into a new, dedicated infrastructure company called Superloop.

Level 3 closes tw telecom acquisition

November 3, 2014

Global carrier Level 3 Communications, Inc. (NYSE: LVLT) has completed its acquisition of tw telecom, consumating the deal announced back in June (see "Level 3 offers $7.3 billion for tw telecom").

Huber+Suhner buys Cube Optics

October 31, 2014

Huber+Suhner, a Swiss-based supplier of components and systems for electrical and optical connectivity, has purchased WDM technology provider Cube Optics AG. The purchase price was not disclosed, although Huber+Suhner says the deal was financed with company funds.

JDSU 1Q15 revenues beat guidance

October 30, 2014

Optical components/subsystems and test and measurement vendor JDSU (NASDAQ: JDSU) reported revenues of $433.6 million for its fiscal first quarter 2015, ended September 27, 2014. The amount exceeded the company’s guidance of $405 to $425 million, but was not enough to avert a losing quarter.

NeoPhotonics to buy EMCORE's tunable laser and optical transceiver lines

October 23, 2014

NeoPhotonics (NASDAQ:NPTN) has agreed to buy the tunable laser and optical transceiver product lines of EMCORE Corp. (NASDAQ:EMKR) for $17.5 million. The sale is part of EMCORE’s ongoing restructuring and follows the sale of the company’s space photovoltaics division earlier this year.

Infinera's 4Q14 guidance offers pleasant surprise

October 23, 2014

Countering a wave of negative forecasts from its competitors, management at optical transport systems vendor Infinera Corp. (NASDAQ: INFN) forecasted that they would continue in the year’s final quarter the growth the company has enjoyed throughout 2014. The forecast came yesterday in a call with analysts to discuss results of the third quarter of 2014 ended September 27, 2014, during which the company said it set a quarterly revenue record.

Verizon signals flat capex for 2015

October 22, 2014

As communications technology vendors look for an increase in carrier capital expenditures (capex) in 2015, it appears their gaze should be directed elsewhere than Verizon Communications Inc. (NYSE, NASDAQ: VZ). The service provider’s chief financial officer, Fran Shammo, indicated to attendees on an analyst call October 21 he expects the company to hold 2015 capex to near 2014 levels.

Macrocell mobile backhaul market growth slowing says Infonetics

October 20, 2014

With operators increasingly turning their focus to small cell deployments, the market growth for macrocell mobile backhaul equipment has begun to slow, according to the latest report from Infonetics Research. The market research firm reveals in its new “Macrocell Mobile Backhaul Equipment and Services” report that macrocell mobile backhaul equipment sales totaled $8.4 billion in 2013, but will only grow to $8.5 billion this year.

IBM to pay $1.5 billion to get rid of its semiconductor business

October 20, 2014

IBM (NYSE: IBM) announced this morning that it wants so badly to divest its underperforming Microelectronics business that it will pay GLOBALFOUNDRIES $1.5 billion over three years to take over the assets. The deal calls for GLOBALFOUNDRIES to acquire IBM's global commercial semiconductor technology business, including intellectual property, technologies, and employees, subject to completion of applicable regulatory reviews.

Broadbandtrends gigabit broadband deployment drivers

Gigabit broadband driven by technology leadership desire survey says

October 20, 2014

Such deployments are moving forward despite doubts operators expressed about customer needs for such speeds, according to the market research firm’s 2014 "Global Service Provider Survey – Gigabit Broadband Services."

euNetworks moves into Switzerland with Fibre Lac expansion

October 20, 2014

European fiber-optic network services provider euNetworks Group Ltd. (SGX: 5VT.SI) has expanded its footprint into Switzerland with the acquisition of Vevey-based Fibre Lac S.A. Fibrelac operates approximately 360 km of dark fiber network infrastructure in the country.

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