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IHS Markit Survey: Cloud and mobility driving new requirements for enterprise edge connectivity in North AmericaFebruary 13, 2019Based on a survey of 292 network professionals at North American enterprises, IHS Markit explored the evolving requirements for enterprise edge connectivity, including WAN and SD-WAN.Subscribers Only
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Will 400G ZR transceivers disrupt the coherent optics market?February 13, 2019Recent research from IHS Markit indicates that data center interconnections are the fastest growing segment for coherent transceivers. Currently, metro and long-haul DWDM equipment is used to connect data centers around the world, but metro and long-haul DWDM solutions are overkill to interconnect data centers in campus and urban metro areas. Metro-access DCI are point-to-point connections with fiber reach between 40 and 120 km, making it possible to use unamplified links at least to 100 km, well beyond the capabilities of direct detect datacom transceivers. Coherent telecom transceivers can be used, but they have higher performance than required, are more complex, and are generally offered at a higher price point. They also use proprietary SD-FEC modes that are not interoperable. In response to this, the Optical Interconnect Forum (OIF) has developed the 400G ZR MSA to define specifications for 400GbE transceivers optimized for 80–100 km unamplified links using a grey channel in the center of C band. There is also strong interest from telecom and cable service providers for a DWDM version of the 400G ZR, so the OIF developed a colored version of the 400G ZR specification.Subscribers Only
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Key technologies for telecom digital transformationFebruary 04, 2019IHS Markit recently surveyed 25 leading telecom operators about the following four digital transformation technologies: operator priorities for automation; target use cases and drawbacks of artificial intelligence (AI) and machine learning (ML) projects; qualities and hindrances of blockchain; and open-source software versus standards.
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Data Center SDN Strategies North American Enterprise Survey - 2018January 31, 2019The Data Center SDN Strategies North American Enterprise Survey analyzes the trends and assesses the needs of enterprises deploying software-defined networks (SDNs) in their data centers.Subscribers Only
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Optical Network Strategies Service Provider Survey - 2018January 31, 2019The Optical Network Strategies Service Provider Survey analyzes the trends and assesses the needs of service providers using optical transmission and switching equipment.Subscribers Only
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Optical Equipment Vendor Leadership Service Provider Survey - 2018January 25, 2019The Optical Equipment Vendor Leadership Service Provider Survey provides critical insight into how service providers evaluate and select optical transmission and switching equipment suppliers.Subscribers Only
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Service Provider Digital Transformation Technologies Survey - 2018January 23, 2019Our second report examining telco digital transformation focuses on four technology areas: automation, which is the key to digital transformation, operator plans for using AI and ML, blockchain applications for telecom networks, and the role of open source software versus standardsSubscribers Only
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Survey: SDN deployed by 78 percent of global service providers by the end of 2018January 23, 2019Service providers are in the early stages of a long-term transition to software-defined networks (SDN)Subscribers Only
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How Netcracker became the first business cloud nutcrackerJanuary 17, 2019Already known for the innovative capabilities that propelled its cloud and SDN/NFV ascension over the past decade, Netcracker, a wholly owned subsidiary of NEC Corporation, never rests on its laurels and keeps pushing the envelope. This time around, though, the bar was lifted very high. Netcracker has developed and launched a new cloud-based service that essentially includes everything the company has in its OSS/BSS product and services offering. Named Business Cloud, the platform leverages Netcracker’s cloud-based SDN/NFV and IT portfolio—from VNFs to orchestration, OSS, BSS, portals, and a digital marketplace—and offers the complete set as a service to whoever needs to build a cloud infrastructure to turn up new digital services. Clients, please log in to view the full content.Subscribers Only
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Cisco doubles down on silicon photonicsDecember 21, 2018On 18 December 2018, Cisco announced plans to acquire Luxtera Incorporated, a privately-held semiconductor company focused on silicon photonics (SiP) based solutions, for $660M in cash and equity. The acquisition is expected to close in the second quarter of CY19. Luxtera develops and manufactures silicon photonics–based optical transceivers primarily for interconnecting servers, routers, and switches in hyperscale and enterprise data centers. Clients, please log in to view the full content.Subscribers Only
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Carrier SDN Strategies Service Provider Survey - 2018December 20, 2018The Carrier SDN Strategies Service Provider Survey explores service provider plans and strategies for evaluating and deploying software-defined networks (SDNs).Subscribers Only
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SDN & NFV Vendor Leadership Service Provider Survey - 2018December 18, 2018The SDN & NFV Vendor Leadership Service Provider Survey provides service provider ratings of software-defined networks (SDNs) and network functions virtualization (NFV) vendors.Subscribers Only
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II-VI announces plans to acquire FinisarNovember 14, 2018On 9 November 2018, II-VI Incorporated announced plans to acquire Finisar in a cash and stock deal with an equity value of $3.2 billion; the acquisition is expected to close in the middle of 2019. The combined company will generate approximately $2.5 billion in annual revenue. The markets for photonic products are diverse and increasingly competitive, and product R&D and fabrication facilities for compound semiconductors are very expensive. Consolidation to achieve scale is a viable strategy to maintain the level of investment required to develop differentiated products serving fast-growing, diverse markets. With the Finisar acquisition, II-VI nearly doubles in size in terms of revenue, R&D investment, and employees. Clients, please log in to view the full content.Subscribers Only
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Juniper NXTWORK 2018: Taking the complexity out of multi-cloudsOctober 24, 2018Juniper’s NXTWORK 2018 event was held in Las Vegas, Nevada, from 9 to 11 October. Roughly 1,000 customers, partners, and analysts from around the world attended. The keynotes featured Juniper Networks’ CEO Rami Rahim, CTO Bikash Koley, Chief Customer Officer Pierre-Paul Allard, VP Enterprise and Cloud Marketing Mike Bushong, and CMO Mike Marcellin; Panasonic’s Director of Strategic Initiatives of Smart Mobility Kellen Pucher and Senior Network Manager of Intelligent Transportation Systems Craig Smith; and The Home Depot’s Distinguished Engineer Stephen Olson. There were 64 informational and training sessions covering topics including Contrail, data center networks, core, edge, and metro networks, security, AppFormix, and strategic partnerships. Clients, please log in to view the full content.Subscribers Only
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Solving the DAA Capacity Crunch with Packet Optical TransportOctober 16, 2018Broadband services are the revenue growth engine for cable operators worldwide. In a highly competitive environment where subscriber retention and growth is absolutely critical, cable operators must continue to invest in their access infrastructure to increase speeds and improve the efficiency of their services. Moving forward, DOCSIS 3.1 and Full Duplex DOCSIS 3.1 (FDX) provide an evolution path to deliver 1G and higher services to the home by leveraging existing coax access infrastructure. The introduction of virtualization in the cable headend, fiber deep initiatives, and distributed access architectures (DAA) are all tools for cable operators to improve the capabilities and economics of delivering these new broadband services.Subscribers Only
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Optical Network Applications Service Provider Survey - 2018October 15, 2018The Optical Network Applications Service Provider Survey analyzes the trends and assesses the needs of service providers using emerging optical networking architectures.Subscribers Only
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ECOC 2018 highlightsOctober 04, 2018The European Conference of Optical Components (ECOC) continues to be an annual highlight where optical component suppliers, systems vendors, and the academic community to converge for a technical conference and exhibition. Over 6,500 attendees and 330 exhibitors participated at this year’s event in Rome. Clients, please log in to view the full content.Subscribers Only
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Optical equipment market continued to struggle in Q2 2018August 28, 2018In the second quarter of 2018 (Q2 2018), global optical network hardware revenue totaled $3.5 billion, decreasing 7 percent on a year-over-year basis.
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Universal CPE: A new market and new deployment model for managed servicesAugust 28, 2018The universal customer premises equipment (uCPE) market will increase from $7.7 million in 2017 to $1.02 billion in 2022 – a cumulative $1.9 billion market over the six years from 2017 to 2022.
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Industry consolidation continues: Infinera to acquire CoriantJuly 30, 2018On 23 July 2018, Infinera announced its intent to acquire networking solutions vendor Coriant for $430M in cash and stock. In an increasingly competitive market with escalating R&D costs, scale is a viable strategic path forward for sustaining the investment levels required to deliver differentiated and compelling products and solutions. With the acquisition, Infinera gains significant scale, almost doubling in size in revenue, R&D, investment, and employees. Coriant also brings a needed element of “secret sauce” to Infinera—its expertise in IP routing and multi-layer SDN control and orchestration—which will be important moving forward for addressing applications including metro transport for cable/MSO fiber deep and distributed access architectures (DAA), 5G mobile transport, and data center interconnect (DCI). The combined companies also stand to benefit from stronger purchasing power, economies of scale, and consolidation of common functions. Infinera expects the transaction to close in Q3 2018. Clients, please log in to view the full content.Subscribers Only