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Fiber industry sees shorter lead times for materials... for now

While supply chain lead times have come down significantly from last year, fiber execs are encouraging industry stakeholders to plan accordingly for BEAD bottlenecks.

The Notebook Dump: Earnings season fueled by Red Bull

The editors discuss Middle Mile grant funding, Juniper's efforts to diminish a backlog of orders, cable earnings updates and Commscope's ransomware debacle.

Juniper's backlog diminishes as orders decline

While supply chain issues are improving, Juniper Networks continues to work through a backlog of orders and experienced a slowdown in orders in some verticals for Q1 of this year.

AI to drive data center investments

Microsoft and Google parent Alphabet plan to invest in data center technologies to support new AI services. That's an important development for the telecom industry.

The Divide: TIA CEO David Stehlin on how to succeed with BEAD

David Stehlin, CEO of the Telecommunications Industry Association, joins to talk about the BEAD Success Summit being held this week, and the main issues the industry hopes to resolve in the lead up to BEAD.

Ciena splashes into metro routing market with WaveRouter

Heavy Reading's Sterling Perrin said this is Ciena's first foray into 'big routing as a company,' and they're coming up against incumbents such as Juniper, Cisco, DriveNets and Arista.

Lumentum's warnings drag at Ciena

Lumentum said a top customer stopped ordering its optical products, cutting millions of dollars from its expected revenues. Analysts believe Ciena is the culprit.

Ciena's Steve Alexander: A terabit in the hand

Ciena CTO Steve Alexander discusses the WaveLogic 6 announcement, the OFCnet, and reminds us of how dramatically optical networking technology has speed up and shrunk down over the years.

Infinera's exploring a sale, with chips as the main course – report

Reuters, citing an unnamed source, is reporting that Infinera is working with investment bank Centerview Partners to start the process of shopping itself to possible buyers.

Omdia's Ian Redpath: Optical networking momentum at OFC23

Omdia's Ian Redpath says high-performing, lower powered opticals are fitting into smaller form factors, blurring the lines between what used to be distinct technology markets.

Juniper bullish on cloud, enterprise despite cracks in supply chain

Juniper's enterprise business grew 32% year-over-year in Q4, and the cloud business increased more than 14%. But the oft-struggling service provider segment declined 8%.

AT&T boasts of core 'white box' success in 5G, fiber push

Broadcom, DriveNets, Cisco, Nokia and others are among the vendors supporting AT&T's move toward a new switching and routing platform that's now carrying a majority of the operator's production traffic.

Eurobites: BT tackles network carbon

Also in today's EMEA regional roundup: Nokia upgrades VodafoneZiggo's IP network; Virgin Mobile migrants poised for take-off; 'traffic tax' latest.

Looking ahead: Optical networking's big year

More pluggable optics applications, faster data center connections, cutting edge components and some supply chain relief are likely on tap for 2023.

Heavy Reading's Sterling Perrin: Lowering latency in 5G networks

At Light Reading's one-day optical networking event, analyst Sterling Perrin recaps the highlights and discusses how transport networks are evolving to accommodate 5G latency demands.

Ciena's buying two firms so it can bring more to the edge

The optical networking vendor adds pieces to complement its routing and switching portfolio in a market that's still heating up.

Cisco warns of layoffs and a $600M restructuring bill

The maker of Internet routers and switches reported sales growth for its first quarter but saw profits come under pressure.

Arrcus CEO: Enabling new 5G network services

Arrcus CEO Shekar Ayyar talks about the opportunities available to network operators thanks to new technologies and the continued convergence of enterprise and service provider networks.

Juniper's bottom line boosted by break in supply chain backlog

Juniper Networks is among networking suppliers that have held out through supply chain troubles to now benefit from a 'backlog release' in Q3 of this year.

Eurobites: EU Court of Justice decision could mean it's curtains for consolidation

Also in today's EMEA regional roundup: Shetland suffers subsea cable cut; Telia weathers the storm; Turkcell deploys TIP tech.

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