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   Technology StocksCyan Inc., Software Defined Networking and Network Function


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To: FUBHO who wrote (28)2/18/2015 5:23:29 PM
From: FUBHO
   of 47
 
Dang. They only had two analysts ask questions on the call, or was it three. Anyway, they aren't well followed any more...

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To: FUBHO who wrote (29)2/18/2015 6:21:27 PM
From: FUBHO
   of 47
 
Bid $4.25, Ask $4.40 afterhours with no trades actually occurring...

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From: FUBHO2/18/2015 7:50:50 PM
   of 47
 
Cyan Claims Carrier Wins, Revenue Jumps
lightreading.com
One month after increasing its fourth quarter revenue outlook on growing service provider demand, Cyan hit the new mark, reporting $30.5 million in revenue for the quarter, as well as two carrier wins for its Blue Planet SDN/NFV software. (See Cyan Posts Q4 Revenue Jump.)

Regarding the carrier deals, Cyan CEO Mark Floyd said on the vendor's earnings call Wednesday afternoon that Cyan earned "two RFP wins for NFV orchestration, one of them from a Tier 1 carrier." He said deployment on these opportunities would begin by the end of the first half of 2015.

Difficulty converting much-ballyhooed software trials into revenue has been a source of frustration for the company in recent months, and late last year, Cyan had to seek additional funding to support ongoing operations. The company eventually gained $46.6 million from a senior notes sale. (See Cyan to Net $46.6M in Notes Sale and Cyan Seeks Funding in SDN Squeeze.)

Even with the RFP wins, the vendor faces ongoing challenges: Its full year revenue dropped to $100.5 million from about $116.6 million in 2013, and its net loss also grew on a quarterly and yearly basis. Cyan officials said on the call that they are continuing to pursue cost reduction measure across the organization.

Cyan last month adjusted its revenue forecast for Q4 to between $30 million and $31 million, up from the earlier estimated range of $24 million to $26 million. Much of the increase came from expanded business opportunities for Cyan at Windstream Communications, the independent telco that traditionally has been the vendor's largest customer. Windstream accounted for $15.8 million of Cyan's total revenue for the fourth quarter (See Cyan Ups Q4 Outlook, Promises SDN Wins.)

Overreliance on its Windstream relationship has been considered a weakness at times. However, the two Blue Planet wins, including the emerging opportunity with the unnamed Tier 1 carrier, could help the company start to better diversify its revenue sources, according to Floyd.

Cyan also sought to broaden its horizons recently with the launch of a dedicated product for data center interconnection deployments. (See Cyan Targets DCI With 34 Terabit Platform.)

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From: FUBHO2/19/2015 12:04:57 AM
   of 47
 
Cyan, Inc. (CYNI) After Hours Trading

CYNI
$4.40


+15.18%
Get CYNI Alerts

*Delayed - data as of 02/18/2015 19:00

Read more:http://www.nasdaq.com/symbol/cyni/after-hours#ixzz3SAFByLFx

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From: FUBHO2/19/2015 7:28:25 AM
   of 47
 
Moving on to our progress with our Blue Planet SDN and NFV software platform, on our last call we reported that we tracking 15 Blue Planet active evaluations and that we expected to start seeing significant decisions in 2015. Today I'm very pleased to announce we have been awarded two RFP wins for NFV orchestration. One of these wins is with a tier one carrier. To our knowledge, these are the first NFV orchestration RFPs by carriers to be awarded to-date.
seekingalpha.com

In both cases, Blue Planet was chosen over offerings from much larger competitors. Blue Planet was selected for its ability to orchestrate virtual network functions and services from end to end. In addition, Blue Planet’s ability to orchestrate virtual functions from multiple vendors meets a key customer requirement, and has proven to be a significant competitive advantage.

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To: FUBHO who wrote (33)2/19/2015 7:33:33 AM
From: FUBHO
   of 47
 
Yes, there were only two analysts on the call.

=======================================
Based on this our current view is that our 2015 revenue will grow in the range of 35% to 45% over 2014.


...We expect our operating cash flow usage in the first quarter to be in the mid-single digit range.


...A lot of people have Vaporware right now. We go in, we go into the lab, we demonstrate that we have a real product that is deployable and commercializable. So that’s been a significant factor in our winning. The second piece is that we’ve demonstrated that we’re multi-vendor. Some of our competitors say that they are, but really are just a life support system for their own products. So those have been two significant factors in our wins.

...the announcement of our new N-Series which we think will have a revenue contribution late in this year

...we are modeling breakeven kind of second quarter of 2016.

...

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From: FUBHO2/19/2015 3:14:24 PM
   of 47
 
Sold most of my position this morning. They have five quarters until possible breakeven and their N-series/DCI product won't ship until the end of the year.

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From: FUBHO2/25/2015 8:44:25 PM
   of 47
 
Asked if the WaveLogic 3 Nano could be used to create a 1RU or 2RU offering similar to those Infinera and Cyan recently announced (see "Infinera ships Cloud Xpress platform" and "Cyan makes data center interconnect play with N-Series"), Adams said that Ciena has had considerable success with Internet content providers via its existing platforms, and that such operators would need a variety of platform types.

lightwaveonline.com

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From: FUBHO3/12/2015 11:25:04 AM
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CenturyLink to Offer NFV-Enhanced Services to Enterprise and SMB Customers with Cyan’s Blue Planet

PETALUMA, Calif. & MONROE, La.--(BUSINESS WIRE)--

Cyan ( CYNI) and CenturyLink, Inc. ( CTL) today announced that CenturyLink will leverage Cyan’s Blue Planet NFV Orchestrator to deliver NFV-enhanced services to enterprise and small and midsized business (SMB) customers.

Cyan, a leading provider of SDN, NFV, and packet-optical solutions for network operators, will provide CenturyLink orchestration for their Programmable Services Backbone (PSB). CenturyLink’s PSB will provide a platform that enables the delivery of next-generation virtualized services to its customers. This software-based functionality will allow CenturyLink to quickly scale services to address changing business demands while reducing the time to deploy new networking services in market.

Specifically, CenturyLink will use Cyan’s Blue Planet NFV Orchestrator to bridge multiple technologies to instantiate virtual network functions (VNF) from multiple vendors. Blue Planet will add these virtual network functions to CenturyLink’s network for quickly providing software-enabled services and ubiquitous service coverage to CenturyLink’s broad set of customers.

“CenturyLink has taken a leadership position in driving the changes required to build a more service- centric network that derives maximum value from network assets while addressing evolving customer requirements,” said Aamir Hussain, CTO, CenturyLink. “The Programmable Services Backbone delivers an open, software-enabled architecture based on Cyan’s NFV orchestration technology that will allow us to rapidly deploy new services to enterprise and SMB customers across our footprint.”

“CenturyLink is leading the network transformation movement that is so critical to the future of our industry,” said Mike Hatfield, president, Cyan. “We’re proud that Cyan’s Blue Planet is playing a critical role in how they deploy multi-vendor VNFs as services to end customers. Together, CenturyLink and Cyan are unifying the data center, virtual resources, WAN, and managed services to create a new way of doing business for network operators.”

Blue Planet supports multi-vendor NFV Orchestration capabilities. The software can instantiate and control virtual functions, coordinate with physical and virtual network resources, and interconnect virtual functions (e.g., vFirewall, vEncryption, vDPI, vRouter, vDNS, etc.) to achieve service chaining. The programmability of the Blue Planet NFV Orchestrator allows carriers like CenturyLink to onboard and define new services through a flexible template-based architecture. The open architecture of Blue Planet’s NFV Orchestrator enables rich, multi-vendor environments within the NFV Infrastructure (NFVI), including support for different cloud management software and physical servers.

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To: FUBHO who wrote (37)3/12/2015 11:27:22 AM
From: FUBHO
   of 47
 
CenturyLink Lands on Cyan's Blue Planet
Third-largest US carrier chooses Cyan's Blue Planet NFV Orchestrator for key role in delivering services over its converged network and cloud.

CenturyLink Chooses Cyan for NFV Orchestration
CenturyLink has chosen Cyan’s Blue Planet as the orchestrator for its NFV deployment, becoming the first Tier 1 network operator to make that choice.

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