Infinera Q1 revenue rises to $245M, but ‘spending lumpiness’ drives lower Q2 outlook

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.

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Infinera Q1 revenue rises to $245M, but ‘spending lumpiness’ drives lower Q2 outlook

Cogent could deliver double digit Q1 2016 revenue as lower-cost Ethernet services grow, says BTIG

Cogent Communications may have faced a number of challenges in recent years, but BTIG Research has forecast that wholesale services and business services could drive double digit revenue growth in the first quarter of 2016, marking the first time it has done so since the second quarter of 2014.

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Cogent could deliver double digit Q1 2016 revenue as lower-cost Ethernet services grow, says BTIG

Frontier: soon-to-be-acquired Verizon wireline assets see $1.45B revenue climb

Frontier Communications reported in a Securities and Exchange Commission (SEC) 8-K filing that the wireline assets it is acquiring from Verizon in California, Texas and Florida performed well during the second quarter with revenues rising year-over-year to $1.45 billion.

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Frontier: soon-to-be-acquired Verizon wireline assets see $1.45B revenue climb

Charting the top 8 U.S. wireless operators’ Q2 performance

The second quarter earnings season has come to a close and FierceWirelessTec h is taking a look at how the top 8 U.S. wireless operators performed during the quarter.

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Charting the top 8 U.S. wireless operators’ Q2 performance

Verizon’s FiOS Internet growth slows in second-quarter 2015 despite uptick in 75 Mbps speed adoption

Verizon reported that while it continued to see an uptick in customers purchasing its 75 Mbps Quantum speed tiers, overall FiOS growth slowed during the second quarter of 2015.

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Verizon’s FiOS Internet growth slows in second-quarter 2015 despite uptick in 75 Mbps speed adoption

T-Mobile US Porting Ratios Show it is Taking Share from all the Other Three Top Carriers

If T-Mobile US porting ratios with other leading U.S. mobile service providers were as high as 3:1 in 2014, it appears that competition has toughened since then. In the second quarter of 2015, it appears T-Mobile US postpaid account porting ratios with AT&T were more like 1.9 to one. And the porting ratio with Sprint might have been as high as 4:1.

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T-Mobile US Porting Ratios Show it is Taking Share from all the Other Three Top Carriers

Ciena sees benefits in diversifying customer base as revenues rise to $621.6M

Ciena's move to diversify its customer base beyond large Tier 1 service providers like AT&T and Verizon continued to pay off in its fiscal second quarter of 2015 as revenues rose year-over-year to $621.6 million.

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Ciena sees benefits in diversifying customer base as revenues rise to $621.6M

Steady Growth As Always for Zayo in Fiscal Q2

Zayo posted its second quarter results this morning , the first quarter they operated in as a public company.  Revenues were held back some by foreign exchange fluctuations but were nevertheless inline with expectations, while EBITDA margins continued their upward trajectory.  Here are a few of the company’s numbers in some context: … [ visit site to read more ]

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Steady Growth As Always for Zayo in Fiscal Q2

Alcatel-Lucent held Q2 lead over Adtran, Huawei in VDSL race, says Dell’Oro

Alcatel-Lucent held the lead in the VDSL port race over its two top vendor competitors, Huawei Technologies and Adtran, during the second quarter.

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Alcatel-Lucent held Q2 lead over Adtran, Huawei in VDSL race, says Dell’Oro

Cincinnati Bell’s Fioptics revenue jumps 45% to $34M

Cincinnati Bell's Fioptics success continued into the second quarter as revenues jumped 45 percent year-over-year to $34 million.

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Cincinnati Bell’s Fioptics revenue jumps 45% to $34M

Tablet Market Slows

Global tablet shipments fell five percent sequentially in the second quarter of 2014, to 48.4 million units, as Apple and Samsung suffered shipment declines, according to Canalys. Apple shipped just under 13.3 million iPads in its weakest quarter since the first quarter of

With Level 3 In the Wings, tw telecom Posts Solid Q2 Growth

A week or so earlier than usual and a day and a half after its prospective acquirer did so, tw telecom posted its second quarter results .  They saw revenue growth pick up a little bit over the past few quarters, moving up 2.8% sequentially and beating estimates slightly.  Earnings per share seems to have been inline after excluding merger-related costs.

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With Level 3 In the Wings, tw telecom Posts Solid Q2 Growth

Inflection Point for Mobile Wallets?

Forty percent of people who make payments with their smartphones are more likely to use their Google Wallet than their actual wallet, according to Nielsen’s second quarter 2014 Mobile Wallet Report. The study — which surveyed 3,784 people who had used their smartphones or tablets for shopping, banking, or making payments in the previous month — found that using mobile payment services such as PayPal, Google Wallet, and MasterCard PayPass isn’t specific to any one demographic. That could be a sign that use of mobile wallets is nearing an inflection point. That would be good news for proponents who have been waiting for the market to develop.

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Inflection Point for Mobile Wallets?

Cisco buoyed by 16G Fibre Channel equipment; Ethernet a potential $10B market

Cisco bucked a downward trend in the SAN equipment market during the second quarter thanks to the introduction of its widely anticipated 16G Fibre Channel ports. The overall SAN equipment market, including Fibre Channel, suffered an 8 percent year-over-year decline, according to Infonetics Research.

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Cisco buoyed by 16G Fibre Channel equipment; Ethernet a potential $10B market

Cisco buoyed by 16G Fibre Channel equipment; Ethernet a potential $10B market

Cisco bucked a downward trend in the SAN equipment market during the second quarter thanks to the introduction of its widely anticipated 16G Fibre Channel ports. The overall SAN equipment market, including Fibre Channel, suffered an 8 percent year-over-year decline, according to Infonetics Research.

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Cisco buoyed by 16G Fibre Channel equipment; Ethernet a potential $10B market

Cisco buoyed by 16G Fibre Channel equipment; Ethernet a potential $10B market

Cisco bucked a downward trend in the SAN equipment market during the second quarter thanks to the introduction of its widely anticipated 16G Fibre Channel ports. The overall SAN equipment market, including Fibre Channel, suffered an 8 percent year-over-year decline, according to Infonetics Research.

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Cisco buoyed by 16G Fibre Channel equipment; Ethernet a potential $10B market

Cisco buoyed by 16G Fibre Channel equipment; Ethernet a potential $10B market

Cisco bucked a downward trend in the SAN equipment market during the second quarter thanks to the introduction of its widely anticipated 16G Fibre Channel ports. The overall SAN equipment market, including Fibre Channel, suffered an 8 percent year-over-year decline, according to Infonetics Research.

See the article here:
Cisco buoyed by 16G Fibre Channel equipment; Ethernet a potential $10B market

Cisco buoyed by 16G Fibre Channel equipment; Ethernet a potential $10B market

Cisco bucked a downward trend in the SAN equipment market during the second quarter thanks to the introduction of its widely anticipated 16G Fibre Channel ports. The overall SAN equipment market, including Fibre Channel, suffered an 8 percent year-over-year decline, according to Infonetics Research.

Read more from the original source:
Cisco buoyed by 16G Fibre Channel equipment; Ethernet a potential $10B market

Cisco buoyed by 16G Fibre Channel equipment; Ethernet a potential $10B market

Cisco bucked a downward trend in the SAN equipment market during the second quarter thanks to the introduction of its widely anticipated 16G Fibre Channel ports. The overall SAN equipment market, including Fibre Channel, suffered an 8 percent year-over-year decline, according to Infonetics Research.

See the article here:
Cisco buoyed by 16G Fibre Channel equipment; Ethernet a potential $10B market

Wireless LAN transitions to 802.11ac; Carrier Ethernet spending tops $5.5B

The second quarter was good to wireless local area network equipment, as shipments worldwide grew 12 percent over the seasonally slow first quarter, Infonetics Research reports. Cisco and Aruba continued to lead the segment.

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Wireless LAN transitions to 802.11ac; Carrier Ethernet spending tops $5.5B

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