Current Analysis
Transport and Routing
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Transport and Routing
Date  Report
Feb 1
Ericsson reported another quarter of revenue decline, significant losses and restructuring pains. Despite faint signs of stabilization on the horizon, executive departures reflect a company that has yet to properly adjust its sails.

Jan 29
Ciena launched L-band capability for its GeoMesh Extreme submarine transport solution, promising much better fiber utilization. Yet, using C+L bands requires specially prepared cable plant, limiting the L-band use to new cable deployments.

Jan 3
GlobalData’s Global Telecom Technology & Software team prepared 2018 predictions. This document summarizes key findings and takeaways across all segments, providing a thorough view of the telco infrastructure market to aid in 2018 planning.

Dec 29 2017
Our top IP predictions for 2018 tackle operator challenges including massive growth in bandwidth, deploying programmable routing and switching solutions, simplifying and automating network operations, and helping operators compete.

Dec 22 2017
Operators and webscales will accelerate optical transport transformation in 2018, using WAN SDN, automation, and webscale design principles. Webscale opportunity will grow, while traditional CSPs will have to adjust, or suffer consequences.

Dec 19 2017
As 2017 ends, Nokia’s focus on end-to-end solutions and continued commitment to its ‘lead-expand-grow-create’ strategy are logical. Differentiating on end-to-end and executing on non-telco strategic focal points will remain challenges.

Dec 11 2017
Network slicing has been heralded as a key feature of 5G networks that will enable operators to target diverse customer bases without building diverse networks. But, before we execute on the promise, many questions still need to be addressed.

Dec 8 2017
After a history of vendor-led “green” initiatives that have come and gone over the past decade, operators may be driving a more comprehensive and longer-horizon approach that fundamentally alters how networks are built and operated.

Dec 4 2017
It’s easy to focus on 5G as a massive network transformation project. As much as that’s true, executing on the 5G promise will require business transformations which may be more challenging.

Nov 15 2017
AT&T and Verizon will align with Tillman Infrastructure to build hundreds of new cell towers. The deal is aimed at pressuring dominant U.S. tower operators to negotiate more favorable terms. Unfortunately, it is likely too small to have much impact.

Nov 9 2017
Ciena expands its packet portfolio with new devices to add needed capacity and the ability to host VNFs at the edge to meet growing service requirements, but a highly competitive landscape may limit its ability to grow market share.

Nov 9 2017
Now that all the results are in from publicly traded telco vendors, it is clear revenue was down across the board among the largest vendors. But, there were a few positive points: profit is up and Ericsson’s underlying business may be improving.

Nov 2 2017
In the debate over open line systems, Juniper’s launch of an open line system and optical director software is a strong vote for disaggregation. An underdog in the optical market, Juniper can disrupt without fear of cannibalizing its business.

Oct 23 2017
Although operators’ proclaimed aim remains an open, disaggregated environment, vendors showcased several different strategies for deploying WAN SDN at SDN NFV World Congress in The Hague. The pace of innovation remains rapid, but full automation is some time away.

Oct 19 2017
Nokia’s alliance with AWS encompasses both internal and end-user applications like Nuage SD-WAN. This contrasts sharply with Huawei’s ‘go-it-alone’ approach, but with Ericsson already aligned with AWS, Nokia must show why its approach is better.

Oct 9 2017
Ekinops’ acquisition of OneAccess gives it access to large telcos and NFV expertise, but there are few synergies between the two businesses, and the merged company will still be one of the smallest players in an increasingly consolidated market.

Oct 6 2017
Ciena Analyst Day 2017: Ciena notes market gains despite a flat to declining CapEx market. Increased traction in DCI, APAC growth and a weakening of some competitors drive its goal to be the “Western” alternative to the larger end-to-end players.

Sep 20 2017
MWC Americas: 5G brings its share of promises and network challenges, the least of which is how to deliver on the low and ultralow latency transport expected to materialize soon. The answer is new access and aggregation hardware.

Sep 14 2017
Infinera touted the lighting of 10,600 kilometers of cable between New York and Sao Paolo as a public use case for its XTS-3300 meshponders, but evolution to a new business model and SDN capabilities will make a bigger impact in the long term.

Sep 1 2017
Webscale operators are increasingly driving network equipment roadmaps and investments - where incumbent telcos have historically ruled – dictating the features, operation, capabilities and capacities of many new networking products.


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