Saturday, May 08, 2021

Money Moves: April 2021

Here are some of the most prominent venture capital and merger and acquisition news items from the past month. If you’d like SDxCentral to report on your company’s VC or M&A activity in our monthly Money Moves section, or if you have any tips on that activity, please send the information to Dan Meyer (dmeyer@sdxcentral.com).

Friday, May 07, 2021

AT&T digs into C-band with multiple trials

AT&T has been conducting tests using C-band spectrum since late last year and recently applied for a license modification with the Federal Communications Commission (FCC) regarding tests in California, Michigan and Texas.

Ziply Fiber will expand fiber to more than 80% of its territory

Ziply Fiber is turning Frontier’s former network assets in Washington, Oregon, Idaho and Montana into a fiber powerhouse with plans to cover more than 80% of its four-state territory with fiber in three years. The company said in April that will invest $500 million to improve the network and the customer service in its four-state footprint. Ziply was created in May 2020 after Frontier Communications sold its operations and assets in Washington, Oregon, Idaho and Montana to WaveDivision Capital in partnership with Searchlight Capital Partners for $1.35 billion. At the time of the sale, Frontier had passed about 30% of the 1.7 million locations in the four-state footprint with fiber. Ziply Fiber CEO Harold Zeitz said he believes it is possible to expand that to more than 80% in the next three years by leveraging much of the existing assets. Zeitz said that when the new owners looked at Frontier’s network in the four states they realized that they could leverage the existing infrastructure to build fiber but do it at a lower cost. “We use our own assets,” Zeitz said. “The poles, the conduit, the central offices and the fiber that connects those, and then we overlay the existing copper plant with fiber.” In its first year of operation Ziply expanded fiber to 16 new markets in its footprint and the company announced at the end of April that it will bring fiber to an additional 22 markets this year. 

Broadband cos accused of fueling fake net neutrality comments

New York Attorney General Letitia James released a report, which alleged a broadband group backed by big name providers including AT&T, Comcast and Charter fueled the submission of millions of fraudulent comments in the Federal Communications Commission’s (FCC's) 2017 net neutrality proceeding.

Italy set to axe single network plan

The Italian government is reportedly on the verge of pulling the plug on a plan to create a single fixed-line network due to fears over creating a new telecoms monopoly in the country.

Thursday, May 06, 2021

Ex-White House Cybersecurity Advisor: We’ve Got To Harden Our Networks Against What Is Most Scary

Cybersecurity remained a top concern for the Biden administration and Congress this week as the White House finalized an executive order in response to the Russian SolarWinds attack, the Justice Department kicked off a 120-day cyber-preparedness review (in addition to its newly launched ransomware task force), and a House cybersecurity subcommittee heard from experts about how to prevent ransomware attacks — and the severe damage they inflict on businesses.

Industrials primed but cautious on private wireless

Industrial categories such as manufacturing, mining, maritime container shipping and ports appear primed for private cellular networks to improve efficiency and ultimately costs. But while interest levels are ticking up, these industries, with their own complex operations undergoing change, are taking a cautious approach to implementation.

Airspan aims to tap U.K.’s interest in open RAN

Airspan Networks plans to open a 5G Innovation Lab this month at its Slough, U.K. offices outside of London in order to accelerate the adoption of open RAN. Airspan joins Mavenir and Vodafone, which have also set up open RAN labs in the U.K., recently.

CCA warns up to $1B in RDOF funds could be wasted

The Competitive Carriers Association (CCA) warned the Federal Communications Commission (FCC) is about to misspend millions in federal broadband funds, sending money to locations where it isn’t actually needed, due to faulty coverage maps.

Comparing private wireless, Wi-Fi and network slicing

FierceWireless is hosting a free, virtual Private Wireless Summit next week, and we’re expecting a lively discussion on Tuesday, comparing private wireless, Wi-Fi and network slicing. Recon Analytics Founder Roger Entner will be moderating the panel.

Vodafone's RedStream journey takes it to Blue Planet

Vodafone is making progress on its efforts to upgrade and modernize its RedStream optical transport network, which has roots in the company’s 2012 acquisition of legacy telco Cable & Wireless, and nine years later has become the backbone for Vodafone’s telephony, video and data services, as well as its evolving 5G and IoT deployments.

Wednesday, May 05, 2021

IBM Develops ‘World's First’ 2nm Chip

Forget 7 nanometer or 5-nanometer chips, IBM today unveiled a 2-nanometer chip that packs more than 50 billion transistors into a package the size of a fingernail and promises up to 45% higher performance over the current generation data-center chips.

Mediacom plots broadband expansion to 500K locations

U.S. operator Mediacom revealed a plan to bring high-speed broadband to an additional 500,000 unserved and underserved homes and businesses over the next three years, after posting Q1 2021 results largely underpinned by double-digit broadband revenue growth.

TIP teams with WBA to tackle Wi-Fi roaming

The Telecom Infra Project (TIP) revealed that a yet-to-be-announced OpenWiFi project will adopt the Wireless Broadband Alliance’s (WBA) OpenRoaming standard, a move experts tipped to improve the user experience and enable new business models for operators and enterprise alike.

American Tower to sell 30% stake in European business to CDPQ

American Tower on Wednesday announced two moves to fund its $9.4 billion acquisition of Telefónica’s Telxius tower divisions, including issuing shares and selling a minority stake in its European business to investment firm Caisse de dépôt et placement du Québec (CDPQ).

Juniper jumps into SASE with Security Director Cloud

Juniper today announced that it is pursuing the Secure Access Service Edge (SASE) market with the unveiling of its Security Director Cloud portal that encompasses access to both network and security services wherever a customer needs them, as well as management of customers’ ongoing SASE transformations.

Tuesday, May 04, 2021

Dell delivers cloud, as-a-service offerings under Apex banner

Dell Technologies made good on a plan it announced last fall to integrate its as-a-service and cloud offerings, sharing details this week at Dell Technologies World 2021 of its new Apex portfolio, including an initial data storage-as-a-service product, unified management of as-a-service solutions, flexible consumption policies and a more seamless, consistent user experience across public and private clouds.

Arista Q1 Revenues Rally as Semiconductor Shortage Looms

Arista Networks posted robust growth during the first quarter of 2021, despite an ongoing semiconductor shortage that has pushed the networking vendor’s lead times out to a year. Revenues surged 27.6% year over year to $667.6 million in Q1, while net income grew by a similar margin to $180 million.

VMware Zero-Carbon Clouds Plan Soars With Microsoft, IBM

VMware is diving deeper into its value chain to decouple carbon emissions and associated environmental footprint with its customers digital operations. Under the new Zero Carbon Committed Cloud Partner Initiative, VMware will connect customers looking for low-carbon services with cloud partners in the VMware ecosystem that have committed to achieving zero-carbon clouds through renewable energy-powered operations and energy-efficient data centers.

WOW! adds 26K broadband subs in Q1, eyes EBB gains

WideOpenWest (WOW!) posted its sixth consecutive quarter of record revenue from its high-speed data (HSD) service in Q1 2021, with executives highlighting the potential for a federal broadband subsidy program to boost future growth.

T-Mobile’s CDMA shutdown already harms consumers, says coalition

A group of organizations — including the Open Technology Institute at New America and the Rural Wireless Association — sent a letter to Acting FCC Chairwoman Jessica Rosenworcel yesterday, asking her to intervene in the dispute between T-Mobile and Dish regarding the shutdown of T-Mobile’s 3G CDMA network.

Aryaka acquires SASE company Secucloud

Aryaka, one of the early software-defined wide area networking (SD-WAN) vendors, has acquired Secucloud, a German security company that will bring secure access service edge (SASE) capabilities. Terms of the deal were not disclosed. 

Monday, May 03, 2021

Ericsson deploys private network for Airbus

Ericsson is set to light up a private network in Toulouse, France for Airbus, the world's second-largest aircraft manufacturer. The network will launch on LTE, but Ericsson and Airbus will test mmWave throughout 2021 in preparation for the launch of 5G on the network.

Transforming small cell deployments with Digital Electricity

The deployment of small cell networks in high-density urban environments is an expensive and time-consuming process. In addition to the effort of deploying a passive fiber communications infrastructure, a parallel power solution is also required. This powering of a small cell network requires an additional specialized set of electrical design, implementation, test, and commission resources; increasing overall time and deployment costs.

Sunday, May 02, 2021

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