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Mitch Wagner Amazon Cloud Revenue Leaps 49% to $5.44B
Mitch Wagner  
4/26/2018  
Amazon Web Services revenue bounded 49% upward in the quarter, to $5.44 billion, generating $1.4 billion operating income for Amazon, according to results reported Thursday.
Phil Harvey Microsoft Crowds the Cloud With AI, Expansion Focus
Phil Harvey  
4/26/2018   2 comments
Microsoft launched its Windows Server 2003 operating system 15 years ago this week as the company aimed to help businesses host and run web applications more easily.
Dan Jones FCC: High-Band 5G Spectrum Cleared for Take-Off in 2019
Dan Jones  
4/26/2018  
BROOKLYN, NY -- Brooklyn 5G Summit -- An FCC representative said Thursday that he is expecting the auction of major millimeter wave bands -- to support the rollout of gigabit-speed 5G services -- to happen in 2019.
Phil Harvey Light Recap: The Light Reading Hall of Fame
Phil Harvey  
4/26/2018   1 Comment
As the Light Reading Hall of Fame poll keeps going and anticipation builds for the 2018 inductees, a few of you wondered who else has made it into the hallowed Hall since it opened in 2010. (See Light Reading Hall of Fame 2018 Poll: Who Stays? Who Goes? and It's Miller Time: Light Reading's Hall of Fame Poll Is Now Open.)
Alan Breznick AT&T Eyes Higher DirecTV Now Margins
Alan Breznick  
4/26/2018  
AT&T executives think they've got this next-gen video business all figured out.
Mari Silbey Comcast & the Set-Top Double Bind
Mari Silbey  
4/26/2018   1 Comment
Comcast has always gone against the grain with its X1 video platform. At a time when other cable operators were minimizing their set-top investments, Comcast doubled down on its customer premises equipment to support the X1 service -- developing the X1 voice control remote and integrating smart home automation controls with video viewing.
James Crawshaw Using Open Source to Drive Automation
James Crawshaw  
4/26/2018  
While the IT side of telecom organizations has a long history of using open source technology, the networking side has traditionally relied more on commercial solutions that adhere to industry standards. And for good reasons.
Carol Wilson AT&T CFO: Business Revenues Bouncing Back
Carol Wilson  
4/26/2018  
Like Verizon, AT&T saw declining business revenue in the first quarter, as increased wireless sales to businesses and improved strategic service revenues failed to offset the decline in legacy services. However, its chief financial officer pointed to an improving trend in business revenues, with slower declines, and said the move to a software-defined network is beginning to pay off. (See AT&T on Track With 5G, Starts FirstNet Build and Verizon Biz Bucks Continue to Slide.)
Robert Clark Huawei, ZTE in the Eye of a Trade Storm
Robert Clark  
4/26/2018   16 comments
Leaked disclosures about a probe into possible Iran transactions by Huawei clearly show that China's big two telecom vendors are in the eye of the US-China trade storm.
Iain Morris Qualcomm Profits Hammered by Licensing Disputes
Iain Morris  
4/26/2018   4 comments
Qualcomm yesterday blamed disputes with Apple and another licensee widely assumed to be China's Huawei for a collapse in profits during the first three months of the year (its second quarter), although its results were not as bad as analysts had feared.
Most recent post: iainmorris... How about "Qualcomm sees mixed fortunes in Q2"?
Paul Rainford Eurobites: UK Bets Big on AI
Paul Rainford  
4/26/2018  
Also in today's EMEA regional roundup: Telefonica, Orange and KPN reveal Q1 earnings; Ericsson lands Italian virtualization job.
Iain Morris Nokia Tumbles on Weak Results, Insists Good 5G Times Lie Ahead
Iain Morris  
4/26/2018   3 comments
Nokia has served up disappointing news for investors with first-quarter results that show a decline in network spending by its customers and an operating loss when figures from the small licensing business are excluded.
Sarah Thomas WiC Leading Lights 2018 Finalists: Female-Led Startup to Watch
Sarah Thomas  
4/26/2018  
Tech companies are overwhelmingly founded by men. But the two startup founders in our finalist list for the Leading Light award for Female-Led Startup to Watch are women and their pioneering companies make them all the more worthy of inclusion.
Danny Dicks Nimble Small Cell Vendors Find Another Market to Exploit
Danny Dicks  
4/26/2018  
The history of small cell vendors is an exciting one, though nerve-wracking. Companies making WiFi access points and routers have had a long-lasting and stable market to sell into. In recent years, however, those that have sold micro, pico and femtocells to operators that need to densify their networks and boost capacity in hotspots have found the competition from the big network equipment providers (NEPs) becoming increasingly difficult to live with. The small cell portfolios of companies like Nokia, Huawei and Ericsson are now extremely comprehensive, and they have the strategic commercial relationships with operators.
Mitch Wagner Always Hungry: Feeding Data Center Bandwidth Demands in the Cloud Era
Mitch Wagner  
4/26/2018  
The new generation of cloud applications is creating a ferocious appetite for bandwidth -- not just to the user, but also inside the data center and between data centers.
Dan Jones AT&T on Track With 5G, Starts FirstNet Build
Dan Jones  
4/25/2018  
AT&T executives said Wednesday the operator plans to be the mobile 5G leader in the US, and will spend five years fully building out the FirstNet LTE network in the US for emergency workers.
Mitch Wagner Six Key Takeaways From Facebook's Q1 Earnings Call
Mitch Wagner  
4/25/2018   1 Comment
Mark Zuckerberg and other Facebook leaders used the company's earnings call Wednesday to defend its ad-supported business model, saying it helps Facebook improve local economies and break the digital divide.
Carol Wilson Google Partners Compete on Ease of Cloud Connections
Carol Wilson  
4/25/2018  
Google's new Partner Interconnect service, launched this week, means all the major cloud operators are now doing their own form of direct connection to a host of global service providers, setting up those service providers to compete more on how they help enterprises connect the right application to the right cloud.
Mari Silbey New Data on Pole Prices Power 5G Debate
Mari Silbey  
4/25/2018  
As part of the working group efforts within the FCC's Broadband Deployment Advisory Committee (BDAC), one subcommittee has collected data on telecom pole attachment rates and published the information along with some very early data analysis. The results suggest there is a wide range in the rental fees being charged for wireless equipment attachments, and that fees are significantly higher in unregulated markets compared to regulated ones.
Phil Harvey US Investigating Huawei for Sanctions Violations Report
Phil Harvey  
4/25/2018   6 comments
Huawei is, once again, the subject of some unwanted US government attention.
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