| From: FUBHO | 3/31/2015 9:46:36 PM | | | | | | "It's not an overlay per se and it's not replacing the Ciena 6500 platforms that we put out there on 30,000 some route miles and is our backbone network," said Glen Wellbrock, director of optical transport network architecture and design for Verizon, in an interview with FierceTelecom. "This will be used in many of the similar locations but it's being put in for competitive reasons and is not displacing like the next-gen metro is."
fiercetelecom.com |
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| From: FUBHO | 4/2/2015 4:04:25 PM | | | | | | However, while Comcast has been pushing heavily on the DOCSIS front, it's also been driving fiber deeper into its network, apparently preparing for the launch of the Gigabit Pro FTTH service. According to this morning's press release, Comcast has already built out more than 145,000 route miles of fiber.
lightreading.com |
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| From: FUBHO | 8/22/2016 1:22:16 PM | | | | | | Nevertheless, Ciena is due to recognize "mid- to high-single-digit millions" of metro revenues from Verizon in the third quarter, according to Genovese. He also believes that CenturyLink and Comcast have "meaningfully accelerated" metro spending with Ciena and that AT&T will remain an important customer and "grow its contribution in line with Ciena's overall revenue growth driven by incremental metro 100G+ builds."
One slight concern is the pricing pressure in the competitive European market for routers and optical equipment. That has already led to some gross-margin problems for companies such as Infinera and Juniper Networks Inc. (NYSE: JNPR), but Genovese expects Ciena to report a healthy gross margin of 45%, or even higher, in the third quarter, thanks to "high-margin revenues [from] packet networking and software, as well as by diligent supply chain management."
lightreading.com |
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| From: JakeStraw | 1/19/2017 8:17:08 AM | | | | | | BlackRock Boosts Ciena Stake by 1 Million Shares
barrons.com
BlackRock raised its stake in the telecom-equipment firm to 10.8% and remains its largest holder.
BlackRock last week reported its beneficially owned stake in Ciena (CIEN) rose by more than a million shares to 15,164,642 shares, or 10.8%, up from holdings of 14,119,594 shares, or 10.1%, disclosed in an Oct. 7 regulatory filing.
The Street is positive on Ciena. A consensus of analysts compiled by S&P Capital IQ rates the stock at 1.75, or Outperform, on a scale of 1 to 5, with 1 being the most bullish. |
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| From: JakeStraw | 2/16/2017 9:04:39 AM | | | | | | Colt Deploys Pan-Regional Optical Network with Ciena
finance.yahoo.com
The partnership with Ciena strengthens Colt’s high-bandwidth push across Europe and Asia, enabling flexible, ultra-high bandwidth services across its 100Gbps-enabled metro and multi-terabit backbone networks. This network upgrade supports growth across a number of key European markets including London, Frankfurt, Paris and Amsterdam as well as improving intercontinental connections into Asia including Tokyo, Hong Kong and Singapore. |
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| From: JakeStraw | 2/22/2017 9:07:31 AM | | | | | | Ciena’s Waveserver Ai Delivers Unprecedented Levels of Scale and Power Efficiency for Data Center Interconnect
finance.yahoo.com
The easy-to-automate packet-optical platform enables ultra-high capacity connections between data center locations while reducing network costs for enterprises and content providers. Waveserver Ai also addresses the interconnection of multiple clouds for multi-tenant data center and cloud providers so they can offer more competitive high-speed, high-capacity services. |
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