Infinera Sweeps MSOs, Looks Abroad
Cramming a serious amount of marketing information into his timeslot at the Annual Needham & Co. Growth Stock Conference Tuesday morning, the vendor's CEO, Jagdeep Singh, noted that of the 49 customers Infinera boasted at the end of the third quarter 2008, five were the leading cable operators in the U.S.
Only Cox Communications Inc. has been officially announced as a customer, though of the other four Singh noted, "You know who they are." (See Cox Builds a Backbone .)
Well, by our reckoning, that would make Cablevision Systems Corp. (NYSE: CVC), Charter Communications Inc. , Comcast Corp. (Nasdaq: CMCSA, CMCSK), and Time Warner Cable Inc. (NYSE: TWC) the unannounced quartet.
Where the long-haul optical equipment company, which has had particular success with Tier 2 and Tier 3 players as well as MSOs, wants to make greater headway now is in Tier 1 accounts (anywhere in the world), while also building up its presence in Europe and Asia/Pacific -- currently, 32 of its 49 customers are in the Americas, while 12 are in EMEA (Europe, Middle East, and Africa), and five are in Asia/Pacific. (See Time to Make Tier 2/3 Operators a Priority.)
On Monday, Japanese operator Global Access Ltd. announced that it and Infinera had "successfully concluded Japan’s first 100 Gigabit Ethernet (GbE) demonstration involving 100 GbE traffic sent over a live network between Tokyo and Osaka, a round trip of about 1,200 km." (See Global Access Demos 100GigE.)
The CEO also identified the North American metro market, estimated to be worth nearly $1 billion in 2008, as a target, but didn't elaborate on when Infinera will have the relevant product set to attack that particular segment. It surely can't be long until the metro strategy is unveiled, though. (See Metro Move for Infinera?)
In the meantime, the vendor continues to add new long-haul accounts, though competition is intensifying. (See Huawei Gains Optical Ground in North America.)
Singh noted that his company had added five new customers during the third quarter of 2008, and that "we expect that trend to continue."
It's the Tier 1 telco deals that appear elusive currently: Infinera's customer list includes just one, Deutsche Telekom AG (NYSE: DT). (See Infinera Wins DT, Loses the Day.)
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