Analysis
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Alan Breznick Comcast Coasts on X1, Data, Business Services
Alan Breznick  
10/24/2014  
Continuing to battle the tide in the pay-TV market, Comcast cut its video subscriber losses steeply in the third quarter as it accelerated rollout of its next-gen IP video platform and related video products. But Comcast continues to lose video subscribers.
Ray Le Maistre Juniper Plans More Job Cuts
Ray Le Maistre  
10/24/2014   2 comments
With market pressures weighing on Juniper's finances, the vendor is planning to cut its workforce further to reduce its operating expenses.
Roz Roseboro Data Center Transformation: A Necessity for Telecom Operator Success
Roz Roseboro  
10/24/2014   2 comments
Many telecom operators around the world are currently in the midst of transforming their data center environments. In response to an increasingly competitive landscape, they are deploying new technologies that they expect to provide benefits in terms of lowered costs and increased revenues. Over-the-top and cloud-based players are innovating at a rapid pace, and telecom operators are finding it difficult to compete using their existing infrastructure. Whereas in the past, data centers were used primarily to support internal functions, today they are being used to support end-user applications and content. NFV and SDN are emerging as critical technologies to help telecom operators operate more quickly and efficiently.
Paul Rainford Eurobites: Will EC's New Broom Sweep Away Regulation?
Paul Rainford  
10/24/2014   7 comments
Also in today's EMEA regional roundup: Ericsson's Q3; BT shares down following Morgan Stanley downgrade; Deutsche Telekom's M2M drive; royal tweeting.
Sterling Perrin Carrier SDN & the Dream of Network Agility
Sterling Perrin  
10/24/2014  
It is no accident that the telecom industry buzz moved from cloud services delivery circa 2012 to the hype and buzz around SDN and NFV, in which we are all currently immersed. Telecom operator interest in the cloud has not gone away, but rather operators have realized that these software-driven technologies are their best means of achieving their cloud services delivery ends.
Ray Le Maistre Global Reach Helps Ericsson Grow in Q3
Ray Le Maistre  
10/24/2014  
Ericsson showed how scale and geographic spread are important to its relative financial stability as it reported largely positive third-quarter financials, despite a dip in activity in North America, which accounts for about a quarter of its sales.
Gabriel Brown Virtual Mobile Core – Why? And When?
Gabriel Brown  
10/24/2014  
The mobile core network is a prime target for virtualization. In a Heavy Reading operator survey completed earlier this year 29% and 23% of respondents said they expected to start virtualizing IMS and EPC respectively by 2016.
Mitch Wagner 1959 Newsreel: Make Phone Calls – From Cars!
Mitch Wagner  
10/24/2014   7 comments
British moviegoers in 1959 marveled at the latest miracle of modern technology -- a radio setup that lets you make and receive phone calls in your car.
Mitch Wagner Juniper Pummeled by Weak Carrier Demand
Mitch Wagner  
10/23/2014   3 comments
Juniper revenue declined 5% year-over-year and 8% sequentially in third-quarter results reported Thursday. The decline was primarily driven by reduced demand from carriers, particularly in the US, but offset by Web 2.0 companies, said Juniper CEO Shaygan Kheradpir.
Mari Silbey Roku Raises $25M, But for What?
Mari Silbey  
10/23/2014   10 comments
As disclosed in an SEC filing yesterday, Roku has raised another $25 million, taking its funding total to more than $150 million, according to the company's CrunchBase profile.
Alan Breznick AT&T: Merger Review Halt Won't Hurt Us
Alan Breznick  
10/23/2014   8 comments
Despite the FCC's pause of its review of AT&T's proposed purchase of DirecTV, AT&T officials are not panicking, at least not yet.
Ray Le Maistre Meet the Phantom Network for NFV
Ray Le Maistre  
10/23/2014   6 comments
SDN and NFV are going to be adopted by network operators -- that now seems like a given, though there are still many questions yet to be answered. (See Analysts Warn of Major NFV Gaps and OSS Is Key to SDN, NFV Strategies.)
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Paul Rainford Eurobites: Born-Again Nokia Blooms in Q3
Paul Rainford  
10/23/2014   4 comments
Also in today's EMEA regional roundup: HERE's new boss; Orange slows decline; Telefonica's IoT Lego.
Jason Meyers Drones Hover Over the IoT Sector
Jason Meyers  
10/23/2014   14 comments
SAN FRANCISCO -- Former Wired Editor-in-Chief Chris Anderson (he of the Long Tail fame) is offering a glimpse of how he sees drones fitting into the developing Internet of Things (IoT) ecosystem -- and it's not as far-fetched as you might expect.
Alan Breznick Verizon Crafting OTT Business Models
Alan Breznick  
10/23/2014   3 comments
Heartened by the recent a la carte move of HBO and CBS, Verizon is now working with its content partners to fashion business models for its own planned OTT ventures.
Mitch Wagner Brocade Wants to Be Red Hat of OpenDaylight
Mitch Wagner  
10/23/2014   3 comments
DUSSELDORF -- SDN & OpenFlow World Congress -- Brocade wants to have the same relationship with OpenDaylight as Red Hat has with Linux.
Dan Jones AT&T Adds 500K Connected Cars in Q3
Dan Jones  
10/22/2014   7 comments
Connected cars are starting to rev up for AT&T, the operator said on its third-quarter earnings call on Wednesday afternoon.
Dan O'Shea Infinera Beats Sector Blues With Revenue Jump, Bright Outlook
Dan O'Shea  
10/22/2014   3 comments
Infinera's third-quarter earnings managed to clear the carrier capex hurdles that have recently entangled other vendors, as this afternoon the vendor posted revenue numbers that met guidance and consensus estimates.
Mitch Wagner VMware Touts Strong NSX Growth
Mitch Wagner  
10/22/2014  
VMware says it's seeing strong growth in its virtual networks business, contributing to satisfying earnings expectations in the third quarter.
Mari Silbey Because CableCARD Never Dies
Mari Silbey  
10/22/2014   1 Comment
The link between cable services and retail devices is a messy one, and nowhere is that more evident than in the continuing debate over how the FCC should regulate technology for combining the two products in consumer homes.
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