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   Technology StocksInfinera

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To: JCnieuwenj who wrote (4285)1/22/2021 10:48:14 PM
From: inefficient
   of 4419
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 4419
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 4419
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 4419
Can't see the earnings release date. Am I missing sthing?

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From: FJB2/6/2021 2:57:08 PM
   of 4419

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To: FJB who wrote (4291)2/6/2021 3:00:49 PM
From: FJB
   of 4419

Your Network: As Fast as a Cheetah and as Accurate as a Falcon! -

6-8 minutes

ACG Research has just published a report on service provider directions in network automation, summarizing the results of a recent primary research project. ACG independently conducted this research, sponsored by Infinera, to identify the challenges, drivers, and opportunities in transport network automation. While I strongly encourage you to read the entire report, I am highlighting my six favorite findings in this blog.

  • Network automation is a vibrant, high-value investment area.
    Automation of service provider networks proves to be an area of active investment across all the regions of the world, with an expected compound annual growth rate of around 20% over the next five years.
With the launch of 5G services and an increasing interest in and adoption of disaggregated and open networking solutions, it is only natural for network automation to come under the spotlight. On one hand, network operators are starting to offer a series of 5G service types with diverse requirements, such as high bandwidth, low latency, ultra-reliability, and massive connectivity. On the other hand, open, potentially heterogeneous networks pose some management challenges. Increased network automation, down to the transport layer, can play a critical role in offloading the complexity that these new paradigms bring to the network and its operation.

  • Customer satisfaction and business agility are the driving forces of automation.
    While CapEx and OpEx savings are certainly expected when implementing network automation solutions, this survey shows that service providers are, above all, looking at network automation as a means to achieve superior customer satisfaction and improve business agility.

Figure 1: Benefits from enhanced network automation (source: ACG Research)

Network automation can boost customer satisfaction by enabling service requests to be fulfilled faster, supporting better compliance to service level agreements, and facilitating faster problem resolution, while business agility is enabled by the revenue acceleration brought on by quickly delivering new and more services.

  • Operators are starting small but targeting fast returns.
    The survey also reveals that, despite the promising benefits of network automation, operators find it hard to articulate a business case for some of the solutions, potentially limiting their adoption. In fact, not only are operators looking for vendors’ support to quantify the value of network automation, they also want vendors to advise them on what to automate. Operators want help identifying those low-complexity tasks that are performed often in the network, manually or with limited scripting, which can be automated with lower risk, setting the building blocks in place for larger tasks while still providing a fair return on investment.
As network equipment increasingly implements common data models such as OpenConfig or OpenROADM, open and standard interfaces such as NETCONF/ YANG, and mechanisms such as streaming telemetry, the network becomes more flexible and its control more uniform and therefore easier to automate. This enables network automation initiatives to extend beyond pure configuration and provisioning applications. Complemented by continuous monitoring information from a host of network parameters and devices, automation applications can evolve into recommendation systems and closed loop mechanisms, bringing intent-based networking to life.

The next natural step is the integration of analytics and machine learning, supporting the collection and processing of large amounts of data and enabling proactive decisions on when and how to act in the network in an autonomous manner.

  • The fundamentals cannot be overlooked.
    Many operators start the network automation journey with use cases related to network deployment, extending the investment into network operations in a second step. But this survey pinpoints an awareness that, as network complexity and emerging services scale, network planning and design will also greatly benefit from automation. More than 85% of the respondents in the survey considered the network planning and design area as significant or most significant in contributing to the benefits of automation.Network planning and design tasks, such as designing new infrastructure for 5G, cable, or broadband access; identifying needed resources for upcoming capacity demands in an existing network; creating work orders; ordering equipment; etc., which are performed prior to service provisioning, have been handled as silos and often given lower priority by operators, but this is predicted to change, with an increase in the corresponding investment by network operators.
  • It’s all about a strong partnership.
    Network operators and vendors alike understand that planning, deployment, and operation processes vary considerably from one company to another. Different network automation requirements can be implemented on a common platform (preferably one that is standards-based and modular), but some software adaptation, integration, and customization will always be required. It is refreshing to see in the survey results that operators recognize the need for their own involvement in these activities – only 9% foresee turnkey products – and expect to partner with their equipment vendors to achieve successful deployments.
  • The right expertise is needed in each domain.
    While the survey shows that virtually all operators recognize the value of industry standards for communication between network elements and management applications, it is interesting to note that there is a preference within the operators for infrastructure vendors to focus on supporting their own equipment, where they are the ultimate experts and their specific know-how makes the difference. After all, domain automation is the base for more extensive automation solutions to build on.
To conclude the survey on network software and automation on a lighter, humorous note, ACG Research asked the respondents which animal would best represent how they will feel once their company’s automation journey has been successfully accomplished. The two most selected animals, in a tie, were the cheetah and the falcon. When asked to justify their selection, respondents cited speed and accuracy. Infinera’s network automation solutions, complemented by our global services and support, are the right choice to help your network go as fast as a cheetah and as accurately as a falcon!

Download the full ACG report.

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From: FJB2/7/2021 6:53:08 AM
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A tale of two platforms

Could indium phosphide photonic integration be key to the ongoing development of high-performance coherent optics?

To address the undeniable growing demand for higher bandwidth, optical vendors have been playing their role with the development of various coherent optical transceivers for different areas of the market, each with its own set of design considerations.

Historically, the most used material platform for the photonic integrated circuits (PICs) behind these products has been indium phosphide (InP). However, the increase of silicon photonics in recent decades has promised to disrupt the optical components industry with a common platform on which diverse optical functions can be integrated – in a way that scales easily to high volumes – while keeping manufacturing costs low.

With new developments in this area, will this ultimately start to make InP irrelevant? Not so, argues Paul Momtahan, director of solutions marketing at Infinera. ‘There’s been quite a bit of buzz about [silicon photonics] in the industry,’ he said. ’We have been asked “is this still a place for InP?” But, there are arguments for both sides of the InP/silicon photonics debate. If you look at the coherent flow bubbles, it’s maybe not quite a 50/50 split, but there are vendors using InP, particularly if they have a background and assets and InP, and their vendors are using selective atomics. We believe there’s a very clear case for InP.’

Loss and gain
Both technologies have their advantages. Silicon, for example, can provide low losses for its passive components to support manufacturing of very small photonic circuits.

However, its physical properties prohibit capabilities such as optical gain for laser or amplification functions. This means that siliconbased transceivers would require a separate, unintegrated InP-based laser and erbiumdoped fibre amplifier (EDFA), while InP-based transceivers can be built as fully integrated PICs.

This presents some obvious cost and footprint benefits to using InP, which are punctuated by the use of waveguides, rather than coupling optics when it comes to performance and power consumption, thanks to the avoidance of coupling losses.

‘One of the big differences between InP and silicon photonics,’ said Momtahan ’is how they use different physical effects to change the refractive index. InP uses the opto-electric effect and silicon photonics uses the plasmadispersion effect. The indium phosphide effect is much more efficient.’

Momtahan explained there are two things we can look at in terms of efficiency. ‘One,’ he said, ‘is how long the modulator is, and the other is how much voltage. Comparing InP with silicon photonics to get the same effect, we either need 10 times the length of modulator or 10 times the voltage. So, InP is 10 times more efficient at changing the refractive index.’

This, he added, will have a fundamental physical advantage in terms of the modulator. ’Generally, when you go to a new speed, a higher baud rate, it is typically InP that is the first material to provide the modulator for that. But both technologies are improving. Eventually silicon photonics will probably do 90+ GBd modulators, but at that stage InP will have moved on to 120+ GBd.’

Need for speed
Momtahan believes these speeds are the way in which the industry will move in terms of PICs. ‘The industry is looking at 120GBd as a next step. InP will be a key component of that in terms of the photonics, because of the aforementioned benefits. What you will see is the next generation of modulators that come after the current 90+ GBd. These will also be InP.’ As well as the provision of instant bandwidth, the benefits of any coherent technology cannot be discussed without mentioning distance. This is another area in which Momtahan believes there is a distinct advantage.

The firm partnered last year with network provider Windstream for a live network trial that successfully achieved 800Gb/s singlewavelength transmission over 730km across Windstream’s long-haul network between San Diego and Phoenix, using Infinera’s Ice6 gift-generation coherent technology. Another successful test was performed alongside th operator Verizon, which achieved an 800Gb/s single-wavelength transmission over 667km between Nashville and Atlanta; and a 600Gb/s single-wavelength transmission over 2,283km from Atlanta to Memphis, with a loopback in Memphis.

‘It is advantageous to the industry being able to do these very-high-capacity wavelengths of long distances, that we’re doing with Ice6,’ explained Momtahan. ‘That also has significant benefits, in terms of driving down the cost-perbit, driving down the power consumption, and increasing the spectral efficiency. So that’s kind of where we’re at with the Ice6.’

Momtahan believes that InP could be the superior photonic integration material for the high-performance segment, although he recognises that silicon photonics can still be an attractive option for applications that perhaps have more modest data rate requirements, or where vendors may not have the necessary expertise to build a fully-integrated InP-based PIC, or are unable to make the substantial investment in building their own InP manufacturing facility.

Several research groups suggest one promising path could be hybrid integration, integrating lasers on top of complex silicon photonics with the integration of silicon photonics PICs with InP PIC circuits. ‘Time will tell,’ said Momtahan. ‘There’s a little bit of a battle going on there. The silicon photonics folks are trying to catch up. We’ll see what happens. Certainly for Infinera, our future generations will be based on InP.’

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To: JCnieuwenj who wrote (4290)2/8/2021 8:09:01 PM
From: FJB
   of 4419
Maybe the new CEO forgot. lol I think tomorrow would be a good day to announce when they will report...

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To: JCnieuwenj who wrote (4290)2/10/2021 9:28:00 AM
From: FJB
   of 4419
Infinera to Announce Fiscal Fourth Quarter and Fiscal Year 2020 Financial Results on February 23, 2021

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