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   Technology StocksInfinera

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From: FJB12/17/2020 6:38:00 PM
1 Recommendation   of 4405
Infinera’s Top Five Highlights from 2020

December 17, 2020
By Christian Uremovic
Director of Marketing

The year 2020 will stay in our memories for a long time due to COVID-19. The worldwide pandemic had, and still has, a huge impact on our lives, and it has changed quite a few things. We have had to be patient and careful and reduce our in-person contacts to help avoid larger spread of the virus.

However, COVID-19 has significantly boosted digitalization, and many industries, including governments and schools, were challenged and had to speed up to keep pace with the digitalization process. COVID-19 also had some impact to network operators; however, we have seen a very smooth and flexible adoption by the operators to the new traffic flow changes and the higher capacities being required.

We at Infinera also had a remarkable 2020, with two new record-breaking technology demonstrations with ICE6, as well as with XR optics, our innovative new product that won awards from Light Reading and ECOC this year.

But there is more that happened in 2020 – so here are my top five 2020 Infinera highlights:

1) 800G per wavelength – ICE6 optical engine

Of course, for optical transport networks, the year 2020 is the year of 800G per wavelength technology. The sixth-generation Infinite Capacity Engine (ICE6), the latest innovation from Infinera’s Optical Innovation Center, is a 1.6 Tb/s optical engine that delivers two independently programmable wavelengths at up to 800 Gb/s each. ICE6 utilizes second-generation digital Nyquist subcarriers, advanced PIC technology, and 7-nm DSP silicon to break performance and spectral efficiency barriers, including 800G single-wavelength performance over 950 km in a live field trial. While 800G is the headline rate, ICE6 is also shattering optical transmission expectations for 700Gb/s, 600 Gb/s and 400 Gb/s per wavelength.

ICE6 is an important technology step as it enables network operators to meet the demands of rapid bandwidth growth by providing the greatest capacity at the longest reach, resulting in a solution with the lowest cost and power per bit and the highest spectral efficiency possible.

Infinera also demonstrated record-breaking performance with ICE6 with Windstream and Verizon in 2020.

2) Point-to-multipoint coherent transceiver technology – XR optics

The year 2020 is also the year when, for the first time, coherent optics was enabled for point-to-multipoint transmission. XR optics, another innovation from Infinera’s Optical Innovation Center, provides the industry’s first scalable solution optimized for point-to-multipoint traffic flows. Built upon innovation in Nyquist subcarriers, XR optics enables a single transceiver to generate numerous lower-speed subcarriers that can be independently steered to different destinations.

XR optics breaks the inherent limitations of traditional point-to-point optical transmission solutions and paves the way for disruptive network economics as 5G, fiber deep, and hyperscale cloud connectivity impose new challenges on operators.

This year we demonstrated significant potential network savings with XR optics at British Telecom (BT), among others.

3) 5G network rollouts

Probably the most mentioned technology in our industry in 2020 was 5G. For a transport network supplier like Infinera, the first phase of 5G rollouts was mainly about an uptake in capacity being deployed in networks. However, operators are lining up their strategies for the upcoming second phase of 5G, which brings new ultra-reliable low-latency communications (uRLLC) services and massive machine-type communications (mMTC)-based services.

In addition to implementing the standalone 5G core, operators are planning to support network slicing and multi-access edge compute (MEC), along with considerably rearchitecting the underlying transport network as a means of supporting these new service types. Our optical transport platforms for xHaul solutions in the Infinera XTM Series, as well as our carrier-grade disaggregated IP routing solution with DRX and CNOS combined with Infinera Transcend Software Suite for network automation, are being deployed to address all the challenges associated with 5G transport networks, from stringent network synchronization to modern, disaggregated, open, pay-as-you grow and power-as-you-grow scalability.

Infinera was selected for numerous 5G-related projects in 2020, such as the second phase of a U.K.-wide network expansion with SSE Enterprise Telecoms, one of the U.K.’s leading connectivity providers.

4) Network automation and SDN 2.0

Across the board, operators have started to implement network automation in their networks for various reasons. Next to increasing efficiency in their operations in all areas of day-to-day work and increasing customer satisfaction, one of the main drivers they report is to speed up and simplify service creation and service management across multi-layer and multi-vendor networks. Legacy network infrastructure is being enabled by SDN for this type of larger-scale network automation.

SDN has also moved beyond a mixed bag of SDN tools to a more sophisticated and integrated automation enabler. It’s no longer just about having open standardized interfaces – it is now about the capability to integrate network telemetry, monitoring, and big-data analytics, which marks the new evolved SDN, or SDN 2.0.

Among others, Infinera has been awarded major business with a large Tier 2 operator in EMEA for network automation.

Another aspect of network automation is the enablement of products for comprehensive network automation to meet open networking standards such as those from IETF and OIF. Support for open standard APIs like NETCONF and YANG, the use of common data models like OpenConfig YANG and Open ROADM MSA, and support for streaming telemetry via gRPC and gNMI are the means to ensure seamless integration of automation solutions into the operational environments of network operators. For more information and the latest around OIF interoperability, see our recent blog on the subject.

And of course, with Infinera’s products – the industry’s first flexible grid open line system, FlexILS; the industry’s first DCI appliances, Cloud Xpress (CX) and XT-3300; and the industry’s first compact modular system, Groove (GX) Series – operators can leverage automation today.

5) ICPs ramp-up submarine networks

Traffic growth was substantial on submarine networks in the year 2020. The unprecedented growth in submarine fiber networks is forcing operators to build and capitalize on more fiber routes, faster than ever before. Infinera’s submarine solution delivers industry-leading optical performance and forecast tolerance to provide cable operators with the lowest total cost of ownership on all submarine cable types.

Infinera had numerous wins in the submarine market in 2020. One of our recent wins was with Asia-Africa-Europe-1 Consortium (AAE-1), where we are doubling the capacity on the longest modern submarine cable system in the world. In contrast, Kanawa, a new subsea cable owned and operated by Orange in the Caribbean and powered by Infinera, is now offering reliable, high-capacity network services for its existing customers, operators and internet content providers who require additional capacity.

With all these innovations in our pockets, we are ready for 2021 to come and excited to enter the new year with flying colors.

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From: FJB1/8/2021 2:43:56 PM
   of 4405

Acacia Says It’s Ending $2.6 Billion Merger Deal With Cisco

Molly Schuetz

(Bloomberg) -- Acacia Communications Inc. said it’s ending a merger deal with Cisco Systems Inc. after failing to get regulatory approval from China in time.

Cisco said in July 2019 that it planned to buy Acacia, an optical component maker, for about $2.6 billion to capture a bigger chunk of spending on 5G telecommunications networks.

Maynard, Massachusetts-based Acacia said in a statement Friday that it didn’t receive approvals from the Chinese government’s State Administration for Market Regulation within the time frame of the merger agreement, so it didn’t have an obligation to close the merger before Jan. 8, 2021.

However, Cisco said in a separate statement that it’s seeking confirmation from a court in Delaware that it has indeed met “all conditions for closing” the deal, including approval from China’s regulator.

“Cisco is also seeking a court mandate that the agreement may not be terminated until the court resolves these matters, and an order from the court requiring Acacia to close the transaction,” according to the statement. Cisco said it was notified Thursday by the SAMR that its submission is “sufficient to address the relevant competition concerns.”

Cisco shares were little changed as the market opened in New York on Friday. Acacia jumped 8.7%.

Acacia’s decision to walk away from the deal reinforces Cisco’s challenges in navigating China’s regulators amid the U.S.-China trade dispute, Bloomberg Intelligence analyst Woo Jin Ho wrote.

“Cisco can still partner with Acacia or others in sourcing high-speed optics for its gear, but we believe Cisco may temporarily shelve large, strategic deals due to the China regulatory roadblock,” he said.

For more articles like this, please visit us at

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From: JCnieuwenj1/20/2021 9:43:40 AM
   of 4405
The future is clear

Infinera Corporation's equity capital has been almost wiped off by its accumulated deficit. The company is presently following a restructuring plan to reduce costs and enhance efficiencies.The restructuring is showing results and the company has managed to reduce its cost of product sales by as much as 2.6%.It is all set to enjoy a near-monopoly status in the 800 gigabyte-per-second space. It is also ready to take advantage of the new incoming 5G business.

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To: JCnieuwenj who wrote (4284)1/22/2021 1:47:09 AM
From: inefficient
   of 4405
that may be the worst research i've ever seen on Seeking Alpha.

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To: inefficient who wrote (4285)1/22/2021 3:49:43 AM
From: JCnieuwenj
   of 4405
I thought it was pretty good, knowing that the guy took one hour to research it ;-)

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To: JCnieuwenj who wrote (4286)1/22/2021 10:48:14 PM
From: inefficient
   of 4405
haha, I was surprised to hear Infinera was going to be competing against Windstream for 800G footprint.

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From: FJB1/31/2021 12:02:18 AM
1 Recommendation   of 4405
Infinera, Facebook achieve 700-Gbps per wavelength transmission on MAREA submarine cable

In a “hero experiment” scenario, a production version of an ICE6 module enabled wavelength transmission of 700 Gbps over 6,640 km. Under conditions designed to better mirror actual deployment conditions, the ICE6 still achieved 650 Gbps.

Stephen Hardy
Jan 12th, 2021

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From: FJB2/2/2021 12:05:00 PM
   of 4405
Lumentum must have said something bad about the future, because they are down 9% and optical stocks are getting hit. Will check the transcript later...

Lumentum shares fall on soft FQ2 revenue, inline outlook
Feb. 02, 2021 8:21 AM ET Lumentum Holdings Inc. (LITE) By: Brandy Betz, SA News Editor 3 Comments

Lumentum (NASDAQ: LITE) reports mixed fiscal Q2 results with revenue roughly inline at $478.8M (+5% Y/Y, $2M below consensus) and EPS of $1.99, $0.08 above consensus."Combining the positive momentum from the prior quarter, with strengthened demand in Telecom and Lasers, we achieved new record revenue and non-GAAP gross margin, operating margin, and earnings per share in the second quarter," says CEO Alan Lowe.Optical Communications sales totaled $449.1M, up 5% on the quarter and 10% on the year. Lasers brought in $29.7M, up 24% sequentially but down 39% on the year.Margins topped estimates with gross margin of 53.4% vs. 51.9% and operating at 35.5% vs. 33.8%.Cash and equivalents totaled $1.7B at the end of the quarter.For FQ3, LITE expects $425-440M in revenue (consensus: $429.23M), non-GAAP operating margin of 27.5-29.5%, and EPS of $1.31-1.46 (consensus: $1.33).

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From: FJB2/2/2021 5:37:42 PM
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Telia Carrier lands PoP in Telxius Derio Communications Hub for MAREA access

Stephen Hardy

Telia Carrier says it has established a point-of-presence (PoP) at Telxius's Derio Communications Hub. The hub, situated near Bilbao, Spain, is the first in the EMEA region to be fully integrated with the MAREA submarine cable network. The PoP enables Telia Carrier to offer an additional option for low-latency route diversity between the Americas and Europe.

The creation of the PoP follows an agreement, announced in March 2019, between the two companies to connect their networks, with MAREA as a foundation (see "Telia Carrier, Telxius exchange terrestrial, undersea capacity").

The Derio Communications Hub operates as both an expanded cable landing station and a PoP. The hub is a carrier neutral facility with open architecture, offering high interconnection capacity as well as IP, capacity, Colocation, and Security services. It serves as a landing spot for MAREA, which runs 6600 km between Virginia Beach, VA, and Spain. The submarine cable network offers a design capacity of 200 Tbps (see “Microsoft, Facebook partner for MAREA undersea cable system”).

While the hub already offers several connection options, Telxius is completing two direct backhaul connections to Paris and Madrid that will use existing Telxius infrastructure.

"We see this as a very strategic route that complements Telia Carrier's number one global backbone," said Art Kazmierczak, director of business and network development at Telia Carrier. "By bringing our two networks together, we are creating a fully integrated carrier-class route that can handle capacity at scale to drive new edge activities in the region while supporting customers from international and local markets seeking to diversify their network and reduce latency."

"The combination of Telia Carrier's extensive global network and our Derio Communications Hub is a win-win for the world's largest operators, content providers and enterprises," added Enrique Valdés, sales vice president, Northern Region, Telxius Cable. "Colocating in Derio opens up a world of interconnection opportunities with the US via MAREA and with the main European hubs. We believe this will benefit large and small customers looking for flexible and innovative solutions that will adapt to the future demand of data services."

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From: JCnieuwenj2/4/2021 6:19:30 PM
   of 4405
Can't see the earnings release date. Am I missing sthing?

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