Current Analysis
Transport and Routing
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INTELLIGENCE REPORT SUMMARIES
Transport and Routing
Date  Report
Apr 24
The seven-year export ban imposed on ZTE by the U.S. Department of Commerce hurts ZTE first and foremost, but could have major repercussions for many U.S. suppliers, ultimately reducing their role in the complex global telco value chain.

Apr 20
Collaboration between China Unicom and Cisco enables the operator to announce multiple new cloud-based services, which leverage SDN and segment routing technologies to transform their IP/MPLS network into a cloud-based delivery platform.

Mar 30
Metaswitch disaggregates its entire software portfolio to enable white box suppliers to selectively integrate its proven protocol, management and network operating system components; but stops short of making them open source.

Mar 27
AT&T takes a bold step to deploy white box routers at cell sites, bringing years of open source software and hardware evangelizing to a critical plateau. But now the hard part begins as much of its future service rests on “open” everything.

Mar 20
For years, vendors have been investing in – and talking up – the possibility of transmitting data using light waves. A trial launched by Philips Lighting in March is a clear sign that meaningful LiFi deployments may be just on the horizon.

Mar 16
With the spotlight on 5G mobile transport, we see it requires a new approach to handling traffic between cell sites and the core; simple backhaul has morphed into multi-technology transport leaving complexity to be tamed through SDN and analytics.

Mar 12
At Mobile World Congress, wireless backhaul vendors were talking more about D-band spectrum, though it could take years to commercialize. Meanwhile, the vendor landscape saw two new partnerships – both aimed at the U.S.

Mar 9
Nokia’s launch of the new PSE-3 DSP introduces probabilistic constellation shaping (PCS) modulation to optical networks. It promises sizeable efficiency gains, but requires significant rethinking of optical network operations and design.

Mar 9
Cisco introduced compelling updates to its NCS 1000 series with a 9.6T transponder and a disaggregated line system featuring Crosswork automation support. The new additions are not record-breaking, but significantly strengthen Cisco’s DCI lineup.

Mar 8
Coriant upped the ante in the feeds-and-speeds race by launching new sleds for its compact Groove G30 solution, promising 9.6 Tbps of capacity in one rack unit, but this benchmark will be reached in Q1 2019 and rely on the use of 400G client ports.

Mar 7
Nokia’s new PSE-3 coherent DSP promises high capacity gains per fiber and lower power consumption, using probabilistic constellation shaping (PCS) modulation. Yet, PSE-3 based products are six months away and the competition is likely to react.

Feb 23
Cisco has launched its Crosswork automation portfolio, claiming sizeable gains in operational efficiency, revenue, and customer satisfaction in large-scale IP production networks. It has yet to prove multi-vendor and multi-layer capabilities.

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.


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