Saturday, May 02, 2020

Headcount: Firings, Hirings, and Retirings — April 2020

Here are some of the latest executive hirings, promotions, and staff changes that happened in April. If you’d like SDxCentral to report on your company’s movers and shakers, or if you’ve got a tip about layoffs and restructuring, please send the information to Sydney Sawaya (ssawaya@sdxcentral.com) for inclusion in the monthly headcount column.

Friday, May 01, 2020

CloudGenix Key to Palo Alto Networks SASE Play

The acquisition of SD-WAN vendor CloudGenix has solidified Palo Alto Networks’ position as a secure access service edge (SASE) provider, while also serving to address the needs of branch and retail customers.

Industry Voices — Pongratz: Small cells are growing up

The RAN architecture has changed dramatically over the past couple of years as operators leverage all the tools at their disposal to navigate growing data traffic and changing end user dynamics. In parallel with macro RAN developments, small cell technologies continue to advance and play an increasingly important role in the overall radio access network (RAN). And even though capex for small cells – here defined as pico and micro base stations with a transmit power of less than 10 W – did not accelerate as much as many initially expected, preliminary estimates suggest small cell pico and micro base stations together comprised a double-digit share of the overall RAN (macro+small cell) revenues in 2019.

Report: Cloud capex bulletproof to COVID-19 in Q1

While the rest of the telecom sector comes to grips with the impact of COVID-19, cloud spending remained robust in Q1. According to a Friday report by Synergy Research Group (SRG), first quarter spending on cloud infrastructure services reached $29 billion, which marked a 37% increase over the same quarter last year.

Altice chalks up record-setting broadband adds in Q1

Altice USA notched its best ever quarter for broadband subscribers additions in the first quarter, according to CEO Dexter Goei. Altice added 50,000 broadband subscribers in the quarter as well as an additional 9,000 subscribers for its Altice Advantage tier, which is its low-income family broadband program.

Thursday, April 30, 2020

Sprint goes out with a bang

In its last period as a stand-alone operation, Sprint reported postpaid and prepaid figures far above most Wall Street analyst expectations. And that could portend an imminent divestiture to Dish Network.

Verizon Virtualization Efforts Vanquished COVID-19 Chaos

Verizon has been able to tap its virtualization efforts to rapidly alter network operations to deal with shifting traffic patterns caused by the current COVID-19 virus outbreak. While that virtualization path is now paying off, it has not been without some kinks.

Daily Roundup: AWS Q1 Tops $10B Revenue

In case you’ve been stuck in video conference meetings all day, here are today’s top stories from SDxCentral. Also, make sure to subscribe to our daily newsletter to get these stories in your inbox.

Heynen: What’s next for cable broadband networks?

The COVID-19 pandemic has certainly turned our world upside-down, as it represents a human tragedy affecting millions around the world. There have been countless acts of selflessness on a global scale as we all work to end the threat as quickly as possible.

Nokia claims China Unicom win, lowers 2020 guidance

Nokia has missed out on most of the big 5G contracts in China, but on today’s first quarter 2020 earnings call with investors Nokia CEO Rajeev Suri said, “We understand yesterday, according to China Unicom, that we won the core deal as well as the virtualized IMS.” He didn’t specify the scale or value of this deal.

Raynovich: Why the COVID-19 cloud bump is here to stay

It's been a strange and difficult time as the world struggles with the societal, health, and economic impact of the COVID-19 pandemic. But a funny thing happened on the way to global chaos—cloud technologies players are benefiting from the trend and they stand to reap long-term gains as technology buyers see the advantages for their platforms.

Deutsche Telekom taps Adtran for broadband access upgrade

Deutsche Telekom is making a move towards a disaggregated network for both its fiber and legacy networks by teaming up with Adtran. Over the past two years, Adtran has worked with Deutsche Telekom on the service provider's Access 4.0 program, which includes the use of Adtran's software-defined networking (SDN) tools and its software-defined optical line terminal (OLT) terminal systems.

Wednesday, April 29, 2020

Fortinet CISO: Here’s What ‘New Normal’ Cloud Security Needs

Not even global pandemics last forever. “My advice to companies right now is to really think about what will happen next,” said Fortinet VP and Global Field CISO Jonathan Nguyen-Duy. “What are they going to do to shift operations so they’re more resilient? How are they going to do cloud migration — what workloads can be migrated into the cloud, whether it’s public or private? And then begin putting together the resources to do that.”

Vast Data Believes Sharing Is Caring (for Your Data)

Vast Data updated its Universal Storage architecture that includes  20 new features, including support for Windows and MacOS applications, and cloud data replication and native encryption. The release also comes two weeks after Vast Data nearly tripled its valuation to $1.2 billion in a $100 million Series C funding round.

LF Networking Boasts First Open Source PaaS for 5G NFV

LF Networking, a group spearheaded by the Linux Foundation, today introduced what it describes as the first open source platform-as-a-service (PaaS) for 5G network functions. XGVela was donated by China Mobile and has also gained support or interest from China Unicom, China Telecom, ZTE, Ericsson, Nokia, Intel, and Red Hat.

Daily Roundup: COVID-19 Costs Nokia $200M

In case you’ve been stuck in video conference meetings all day, here are today’s top stories from SDxCentral. Also, make sure to subscribe to our daily newsletter to get these stories in your inbox.

How Microsoft Spun Up 32,000 VDI Sessions in 2 Days

Microsoft spun up 32,000 virtual desktop infrastructure (VDI) sessions in two days at the start of the coronavirus pandemic to accommodate 10 times its usual remote workforce. At the same time, the company only increased its virtual private network (VPN) capacity 1.5 times to support all of its employees now working from home.

Microsoft Cloud Surge Counters COVID-19 Impact

Microsoft witnessed its stock surge following the release of its latest quarterly results that came in ahead of expectations and were boosted by strong growth in its Azure cloud business. The cloud and computing giant did admit to a slowdown in business as the quarter came to an end, which resulted in a mixed outlook for the rest of its fiscal year.

Nokia Pins $200M Decline on COVID-19

Nokia today reported mixed financial results during its first quarter in 2020, including a $200 million slide in revenue attributed to supply chain disruptions due to the pandemic.

COVID-19 network traffic plateaus off for Verizon and Comcast

While network usage is still above pre-COVID-19 levels, the increases are starting to calm down a bit, according to Comcast and Verizon. In a Wednesday report, Comcast said it was starting to see network traffic plateau in most places, including early work from home markets such as Seattle and California.

Entner: A tale of two continents and the internet during COVID

A few weeks ago, EU Commissioner Thierry Breton made headlines when he asked Netflix, Google’s YouTube and Disney to voluntarily reduce their video quality from High Definition to Standard Definition in order to “secure Internet access for all.” Is this an EU bureaucrat detached from reality gone wild or is there something more behind it?

Baker: Forecasting smartphone supply and demand in the plague

For the smartphone business in China, the coronavirus crisis has been quite easy to forecast, at least from a supply-side perspective. Our IDC colleagues there have not had much need to change their early analysis of a probable short period of disruption to phone supply from the initial Wuhan lockdown. If anything, Chinese phone supplies have come back onstream more quickly than the first estimates.

Ericsson wins 5G deals with Chinese operators, Nokia loses out

Ericsson has won 5G contracts with China Mobile, China Telecom and China Unicom. In an announcement today related to China Mobile, Ericsson said it won a 5G contract, including 5G radio access network (RAN) and 5G core components for the second phase of China Mobile’s nationwide new radio (NR) standalone rollout.

Colt upgrades SD-WAN with VoIP optimization and IPv6 support

Colt Technology Services announced on Wednesday that it has added VoIP optimization and support for IPv6 on its SD-WAN platform. Colt said the new features were added due to shifts in network demand related to the coronavirus pandemic as millions of enterprise employees now work from home.

Google Cloud revenue up 52% year-over-year in Q1

While some areas of Alphabet have struggled during the COVID-19 crisis, Google Cloud continued to be a cash cow in Q1. Google Cloud, which includes Google Cloud Project (GCP) and G-Suite, generated $2.78 billion in revenue in the first quarter, which marked a 52% increase over the same quarter a year ago.

Supply chain issues weigh on Juniper's service provider segment

Juniper Networks posted a 14% year-over-year decline for its service provider revenue in Q1, mainly due to supply chain issues related to the COVID-19 pandemic. The service provider sector has been a struggle for both Juniper and Cisco over the past several earnings reports, but Juniper CEO Rami Rahim was bullish on Tuesday's conference call.

Tuesday, April 28, 2020

AT&T, Hughes and Verizon top SD-WAN leaderboard

The seven service providers on the leaderboard – AT&T, Hughes, Verizon, CenturyLink, Windstream, Aryaka and Comcast – each have 2% or more of installed and billable carrier-managed SD-WAN customer sites in the US as of year-end 2019.

Synamedia syncs up with Google Cloud

Partnership plays into Synamedia's move to an 'as-a-service' model for OTT video services as it looks to draw in new customers and help existing ones migrate part or all of their operations to the cloud.

NetApp Jumps on CloudJumper

NetApp acquired virtual desktop infrastructure (VDI) provider CloudJumper for an undisclosed amount in a deal that propels the data services company into the remote desktop market.

Juniper Q1 Revenues Flat as COVID-19 Derails Supply

Juniper Networks faced a difficult first quarter of 2020 racked by supply-chain shortages resulting from the global pandemic, said CEO Rami Rahim on Tuesday’s earnings call. The company reported flat revenues of $998 million falling short of expectations.

Deutsche Telekom Taps Adtran SD-Access

Deutsche Telekom today announced a partnership with Huntsville, Alabama-based networking vendor Adtran to create an open software-defined access network for gigabit internet service.

Greenblatt: Shelter-in-place workforce creates FWA opportunities

The sudden quarantine of Americans by the millions has given birth to a shelter-in-place workforce that is fundamentally changing the relationship consumers have with their network service providers (NSPs). Expectations for high-quality broadband access have been exponentially elevated, as family homes become branch offices—often for multiple enterprises—as well as schools and online clinics to mitigate the spread of COVID-19. To meet these demands, interesting opportunities for fixed wireless access (FWA) applications are emerging.

Verizon, AT&T, T-Mobile extend no-disconnect pledge

Count Verizon, AT&T and T-Mobile among those service providers extending their policies through June 30 to not charge late fees or cancel services for consumers and small businesses affected by the COVID-19 pandemic. The policies previously ended on May 13.

In face of COVID-19, AWS launches new cloud region in Italy

Amazon Web Services (AWS) launched a new cloud region in Milan, Italy, which marked its sixth European region overall. Italy, along with Spain, has been one of the European countries that has suffered the most due to the coronavirus pandemic, which has included a nationwide lockdown.

Zoom picks Oracle as its cloud infrastructure provider partner

Instead of going with cloud giants Amazon or Microsoft, Zoom announced on Tuesday it had picked Oracle as its cloud infrastructure provider. It was a big customer win for Oracle as Zoom has seen its video conferencing service skyrocket during the COVID-19 crisis. With millions of employees now working from home, along with students that are also home bound, Zoom has seen massive growth.

Kaloom and Red Hat partner on unified platform for the edge

Kaloom and Red Hat have teamed up on a new unified solution for distributed edge computing that targets emerging 5G use cases. After working with Red Hat over the past six or seven months, the two companies have blended Kaloom's Cloud Edge Fabric (CEF) with Red Hat's Kubernetes-based OpenShift.

Madden: CRAN emerges as unsung hero

Webex traffic is up 24X during peak hours. Fixed broadband data demand jumped 90% in some areas. American cable modem traffic bounced up 20% in the downlink and 34% in the uplink, with much higher increases in some local areas. The COVID lockdown has caused more data growth in the last month than in the previous year.

Monday, April 27, 2020

Microsoft Jolts Arc Further Across Red Hat

Microsoft is expanding the reach of its Arc hybrid-cloud platform to Red Hat’s Kubernetes-focused OpenShift and Enterprise Linux (RHEL) environments to simplify the management of applications running across those platforms.

Daily Roundup: Google Eyes D2iQ Acquisition

In case you’ve been stuck in video conference meetings all day, here are today’s top stories from SDxCentral. Also, make sure to subscribe to our daily newsletter to get these stories in your inbox.

Red Hat Injects More Kubernetes Control Into OpenShift

Red Hat bolstered its Kubernetes-focused OpenShift platform with new virtualization capabilities and plans to add a new cluster management service. Both are part of the vendor’s ongoing efforts to more fully form the OpenShift product that is becoming increasingly important to enterprises and Red Hat’s parent company IBM.

Does Google Want to Buy D2iQ?

Google wants to buy cloud-native software company D2iQ, formerly Mesosphere, to bring its Kubernetes offerings in house, according to an Axios report.

Kaloom Sings Red Hat OpenShift Tune for 5G Edge

Kaloom today announced an expansion of its partnership with Red Hat to provide network operators with a more comprehensive approach to distributed edge computing. By integrating its Cloud Edge Fabric with Red Hat OpenShift, Kaloom aims to reduce the costs of edge infrastructure and further facilitate its use for 5G use cases.

Apple pushing back 5G iPhone launch– report

A new report says Apple will delay the launch of its flagship iPhones later this year, including its first 5G handset, though device research firm BayStreet Research doesn’t think it would have a major impact on U.S. carriers in Q4.

Google’s Preston Marshall says Tier 1s will go for CBRS

Preston Marshall is chief wireless architect for Google, and he’s also been a big advocate for CBRS. Marshall chairs the Wireless Innovation Forum (WINN Forum) as well as the CBRS Alliance board. On a recent Competitive Carriers Association webinar, Marshall said CBRS was created to make spectrum a more accessible resource and open up new business opportunities for its use. He laid out the top expected use cases for CBRS spectrum, saying operator mobility offload is “certainly the base case.” And the prospect of mobility offload was compelling enough to the Tier 1 carriers in the United States that they caused the handset ecosystem to support the band.

Doyle: How does SASE impact managed service offerings?

The large market for managed network and security services is highly competitive and rapidly evolving.  Network and security technologies are converging and moving to a cloud-based model. This convergence, which is called Secure Access Service Edge or SASE , will have a significant impact on associated managed service offerings and the managed service providers (MSPs) themselves over the next five years.

Sunday, April 26, 2020

A changing of the guard in wireless

AT&T's John Stankey, T-Mobile's Mike Sievert and Verizon's Hans Vestberg are the new top leaders in the US wireless industry. Each is taking a slightly different approach to 5G.

AWS Gives AI Workloads a Human Touch

Amazon Web Services (AWS) announced the general availability of its Augmented Artificial Intelligence (A2I) service, which is designed to streamline human review of low-confidence artificial intelligence (AI) workloads.

Archive