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Carol Wilson Google Minds Machine Learning
Carol Wilson  
7/28/2016  
Google CEO Sundar Pichai devoted much of Thursday's second quarter earnings call to what lies ahead, much of it focused on two "Ms" - the mobility that is Google's present and the machine learning that is its future.
Mitch Wagner Amazon Kisses $10B Annual Cloud Revenue
Mitch Wagner  
7/28/2016  
Amazon Web Services came close to $10 billion revenue for the trailing 12 months -- $9.9 billion, to be precise, according to second-quarter results Amazon reported Thursday.
Mari Silbey Rovi Reports Mixed Q2 Ahead of TiVo Buy
Mari Silbey  
7/28/2016  
In what was almost certainly the last earnings report before it acquires TiVo, Rovi reported mixed financial results for the second quarter. The company tallied revenues of $125.2 million in Q2 - down 2% from the year prior - compared to an average estimate from analysts of $119.31 million. However, while Rovi's revenue number beat market forecasts, the company only hit an earnings-per-share number of $0.11 in the quarter compared to analyst estimates ranging between $0.23 and $0.31.
Elizabeth Miller Coyne Qualcomm Pays $19.5M to Settle Gender-Bias Lawsuit
Elizabeth Miller Coyne  
7/28/2016  
Qualcomm has paid $19.5 million to settle a gender-discrimination lawsuit that alleged women engineers at the company did not have the same access as men to equal pay and promotions, according to The San Diego Union Tribune.
Simon Sherrington Telecom Carriers Reassess What Is Core... Again
Simon Sherrington  
7/28/2016  
Over the years, telecom operators have gone through several periods of market change; and each time the industry has evolved, carriers have been forced to reassess what is strategically important to them. This has resulted in waves of outsourcing as some carriers (but never all of them) have decided that they don't need to operate their own billing systems, or to run their IT, or their network operations centers (NOCs). In some cases, they don't need to run their own networks at all. Some have decided they can effectively compete by reselling third-party IT services; others have felt they need to be IT systems integrators with strong internal IT capabilities.
Mitch Wagner Oracle Acquires NetSuite for $9.3B to Boost Cloud Apps
Mitch Wagner  
7/28/2016  
Oracle plans to buy NetSuite, which provides a cloud suite of software for managing business operations and customer relations, for $9.3 billion. The deal brings together two companies that already had close financial and personal ties.
Alan Breznick Arris Picks Up Pace in Q2
Alan Breznick  
7/28/2016  
Last year's dark clouds are clearing away very nicely for Arris this year.
Steve Saunders Light Reading Beyond
Steve Saunders  
7/28/2016   16 comments
When Light Reading was launched in 2000 I figured it would be a fun way to make a living for five years. Today, that "five year mission" is in its sixteenth year and we are celebrating the sale of the company to Informa -- an event that marks the single most important strategic step forward for Light Reading in its entire history.
Faisal Khan Are IP/Optical Integration Initiatives Moving to Silos?
Faisal Khan  
7/28/2016   8 comments
Will SDN finally enable the IP and optical convergence in the WAN that has eluded the industry for a long time?
Mitch Wagner Riverbed Buying Aternity for Endpoint Management
Mitch Wagner  
7/28/2016  
Riverbed Technology is buying Aternity, adding end-user devices to Riverbed's performance monitoring line in an acquisition driven by the needs of cloud application users.
Paul Rainford Eurobites: BT Shrugs Off Troubles in Q1
Paul Rainford  
7/28/2016   1 Comment
Also in today's EMEA regional roundup: Telefonica has flat second quarter; SFR to shed jobs, say unions; Sky full-year profits up 12%.
Robert Clark Telstra COO Exits After Spate of Network Crashes
Robert Clark  
7/28/2016  
One network crash might seem unlucky -- eight seems downright careless.
Mitch Wagner Facebook's Mark Zuckerberg: Pokémon Go Fan
Mitch Wagner  
7/27/2016  
Mark Zuckerberg sees Pokemon Go as part of the bigger future of online sharing, and Facebook itself.
Elizabeth Miller Coyne Versa Adds RCN Business to Customer Roster
Elizabeth Miller Coyne  
7/27/2016  
On the heels of announcing its first Tier 1 customer, CenturyLink, Versa Networks has announced that RCN Business, a competitive cable provider, is deploying its software-defined managed security and monitoring solutions to business customers already using its fiber-based services.
Mari Silbey AT&T & Dish Mix 4K Into Olympics Coverage
Mari Silbey  
7/27/2016  
UPDATED: Score one for satellite TV... and cable giant Comcast.
Mari Silbey Comcast: X1 Strong, No Need to Go OTT Today
Mari Silbey  
7/27/2016   1 Comment
While Comcast couldn't pull off another quarter of video subscriber growth in the traditionally weak Q2, the cable company still reported its best second-quarter results for its video business today in more than a decade. Acknowledging that feat, executives continued to heap praise on the X1 platform in the company earnings call, and CEO Brian Roberts asserted once again that Comcast has no need to extend video offerings outside its network footprint via an over-the-top service.
Carol Wilson Adtran Pieces Together a Software-Defined Access Mosaic
Carol Wilson  
7/27/2016  
Adtran has unveiled its software-defined broadband access platform, dubbed Mosaic, built around an open, multivendor approach that supports any access technology while allowing the kind of residential and service delivery that is offered today in the web-scale app-driven world. (See Adtran's Mosaic Offers SD Access.)
Paul Rainford Eurobites: T Italia, Fastweb Form FTTH JV
Paul Rainford  
7/27/2016   3 comments
Also in today's EMEA regional roundup: Vodafone trials "4.5G"; ARM Q2 revenues up; 5G time in Greenwich; the connected bikini.
Kelsey Kusterer Ziser Upskill U on the Data Center Evolution With Equinix
Kelsey Kusterer Ziser  
7/27/2016   1 Comment
Service providers are all too familiar with the pressure to achieve greater network capacity and deliver always-on content. As consumer demand grows beyond large markets, national, regional and smaller carriers and data center operators are expanding their reach into new territories.
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Dan Jones Verizon Cleared for Take-Off on Fixed 5G
Dan Jones  
7/27/2016   2 comments
The FCC has granted Verizon permission to move ahead with fixed 5G deployments before 2018, revealed senior executives during the operator's second-quarter earnings call held on Tuesday.
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