Light Reading, 8/31/2015
"Speaking of outages, the Australia-Japan Cable (AJC) recently had one on its span between Japan and Guam, but was able to reroute traffic elsewhere on its ring configuration by using the new Time-Based Instant Bandwidth capability of Infinera Corp.'s DTN-X platform. While the moniker Time-Based Instant Bandwidth might sound somewhat redundant, this capability expands on Infinera's existing Instant Bandwidth capability enabling on-demand bandwidth activation via software for a specific time period, quite handy for special events or something like an outage which ultimately will be repaired. With incidents of submarine cable damage and outages having increased in the last few years, this sort of capability could become a must-have for submarine cable operators."
"Hyperscale data centers require huge amounts of network bandwidth between physical and virtual servers, so over the next several years Ethernet links will be migrating from 10GB to 100GB, with potential interim speeds of 25GB, 40GB and 50GB. Transmitting traffic between these huge data centers and/or to the Internet also requires creative thinking. In Facebook’s new data center network design, for example, a bank of edge switch pods provides 7.68TB/sec of switching capacity up to the Internet or metro DCI. Optical suppliers, such as Infinera, Ciena, and ALU are moving to deliver dense, cost effective optical connections to support web scale needs for 100s of 100GB optical links per data center location."
Light Reading, 8/27/2015
Jay Gill, principal product marketing manager at Infinera Corp., previously worked for Cisco, where he spent some time adapting Cisco IP products for the utilities market. [...]If utilities are somewhat hesitant to migrate to IP, that hesitancy might seem familiar to telecom vendors, which encountered the same hesitancy 15 years ago or so in their traditional market, The big difference, of course, is that IP is no longer the fresh unknown that it was then. As Infinera's Gill points out, "All the technology that the utilities need right now is actually very mature."
Infinera CEO Tom Fallon called the quarter “outstanding,” saying it was “driven by robust demand across multiple verticals.” Michael Genovese, an analyst at MKM Partners who has been prescient in his bullish calls on Infinera stock, raised his revenue and earnings forecasts and price targets based on the report. Genovese had issued a July 14 report predicting strong results for Infinera. “Bandwidth demand from telcos, cable MSOs and Internet content providers is not slowing down, and Infinera has a sustainable technology advantage in providing virtually unlimited pools of flexible bandwidth,” wrote Genovese in a report this morning. “We think the company has many years left of strong runway for its 100+G optical products.”
Fierce Telecom, 7/23/2015
"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...While some financial analysts have expressed concern about traditional service providers tightening their capex pocketbooks, Infinera remains confident that they will have to continue to spend dollars on enhancing their transport networks."
Light Reading, 7/23/2015
"Infinera solidly beat its own guidance and analyst estimates for its second-quarter financials, a performance fueled in part by three service provider customers...Still, the best may be yet to come for the Cloud Xpress and the metro opportunity in general. Infinera so far only has been shipping 10G and 40G versions of that product, with the 100G version set to ship during this quarter. Fallon said a handful of potential Cloud Xpress customers have held off on ordering the system because their needs are already in the 100G range."
Light Reading, 7/21/2015
"Infinera solidly beat its own guidance and analyst estimates for its second-quarter financials, a performance fueled in part by three service provider customers [Ö] Still, the best may be yet to come for the Cloud Xpress and the metro opportunity in general. Infinera so far only has been shipping 10G and 40G versions of that product, with the 100G version set to ship during this quarter. Fallon said a handful of potential Cloud Xpress customers have held off on ordering the system because their needs are already in the 100G range."
Light Reading, 7/17/2015
Sell-side analysts remain pretty bullish about Infinera's prospects, while noting the clear importance of the Transmode acquisition to its future market ambitions. Both Michael Genovese, managing director of MKM Partners, and George Notter, telecom and networking equipment analysts and managing director of equity research at Jefferies LLC, think that Infinera can beat the $200 million revenue estimate it gave for the second quarter [...] Genovese wrote, "According to our checks, 2Q15 was a good quarter overall for new footprint builds in Europe and in the U.S. wholesale market..."
Converge! Network Digest, 7/15/2015
"Infinera said PM-8QAM is capable of delivering a 50% increase in capacity compared to the most common coherent modulation technique, PM-QPSK, in a typical installation under the same conditions."
Communications Africa, 7/1/2015
"Infinera is shipping 10 GbE and 40 GbE; adding 100 GbE is a well-timed extension to the Cloud Xpress family, and helps it retain a leadership position in this emerging product category." - Andrew Schmitt, research director, Carrier Transport Networking at IHS.