GVTC, a Texas-based independent telco, is adapting its expertise in delivering residential and business-based fiber services to try its hand in the wholesale Ethernet services market.
Driven by carrier Ethernet connections for three main applications-- backhaul from business buildings and DSLAMs, mobile backhaul, and wholesale carrier-to-carrier arrangements-- IHS Research said the worldwide Ethernet access device revenue totaled $958 million in 2015, up 4 percent over the prior year.
AT&T is turning its software-centric attention to its optical networks, announcing during this week's Optical Fiber Conference (OFC) that has joined up with Ciena, Fujitsu, and Nokia to create a Multi-Source Agreement (MSA) for open reconfigurable add drop multiplexers (ROADM) group.
Ciena is clearly on the right path to respond to its customers' migration to software-based networking environments, a trend that helped it narrow its losses to $11.5 million in its fiscal first quarter 2016 results, but its outlook is giving investors heartburn.
One of the interesting dynamics that has been taking place over the past year is a rapid wave of consolidation and partnering between top optical and software-related players, hoping to get a piece of the SDN and NFV action. However, none of these vendors are taking the same approach.
Juniper Networks has acquired BTI Systems, a provider of metro optical networking and software, bolstering its cloud and SDN capabilities. Terms of the deal were not disclosed.
Although metro WDM spending remains strong amongst top service providers, the optical transport equipment market declined year-over-year to $3.1 billion, said Dell'Oro Group. The research firm attributed the drop to slower sales in the quarter in all technology segments with the exception of WDM metro equipment.
CenturyLink has set an aggressive SDN and NFV network plan, announcing that it will virtualize 40 percent of its global IP core network by the end of this year and plans to have full global virtualization of its IP core network and data centers by 2018.
Ciena reported that its fiscal third quarter 2015 income rose 19 percent to $23.6 million amidst a drop in revenue due to delays at a number of its large Tier 1 service provider customers.
In the metro WDM market, three vendors-- Ciena, Huawei and ZTE-- have taken the dominant position by grabbing over 10 percent share of the market each, according to a new Dell'Oro Group report. On a combined basis, these three vendors hold a market share of 50 percent.