Infinera reported first quarter revenue was $245 million, up from the $186.9 million in the first quarter of 2015, but a key concern for investors was the vendor's second quarter outlook.
Telia Carrier has built a new West Coast optical network in the United States to deepen its 100G transport services in its Bay Area metro markets in order to satisfy the growing needs of its content and entertainment provider customers.
Windstream's efforts to tap into the burgeoning data center interconnection (DCI) market continues to pay off, as the telco's recent move to provide intra-data center services at Chicago's famed Cermak center shows.
Windstream has taken another step forward in its data center interconnection journey, leveraging Infinera's Cloud Xpress to provide pre-provisioned high speed connections between data centers in Chicago.
Infinera says it continues to see robust demand for optical products from customers focused on building out new 100G long-haul capabilities, despite operating in a market segment where growth is starting to slow.
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 will deliver 1.5 Tbps of super-channel transmission capacity to support SCinet during the International Conference for High Performance Computing, Networking, Storage and Analysis this week.
Tom Fallon, CEO of Infinera, which bolstered its portfolio with new metro capabilities from its Transmode acquisition, sees the cable industry's consolidation as a new way to win customers and deepen its relationships with existing cable company customers.
Infinera's CEO is seeing continual demand for 100G optical equipment from its mix of traditional telco and emerging data center customers for its Cloud Xpress product line. Speaking to investors during its second-quarter 2015 earnings call, Tom Fallon said customers see 100G as a key requirement.