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9/3/15Ciena Shrugs Off a Few Revenue Delays, Promotes Locoh-Donou (Telecom Ramblings)

Ciena's reporting schedule offers a one-month-more-recent window into the state of the industry, and this quarter what they saw was slightly lower than expected revenues, with the missing amounts shifted into higher than expected guidance for the next quarter.  Despite that, they bested estimates for non-GAAP earnings per share by a few pennies.  Here are [...]

8/20/15Thursday Roundup: Level 3, Windstream, Alcatel-Lucent, Ciena (Telecom Ramblings)

Here's a quick look at some other news from across the space that's worth a look. In a piece on its Beyond Bandwidth corporate blog this week, Level 3 is warning of a new DDoS attack vector. The company saw an otherwise helpful network utility called Portmapper being increasingly used for evil purposes. The global DDoS [...]

8/4/15Vendor Bytes: ADVA, Ciena, MRV, Alcatel-Lucent (Telecom Ramblings)

Several interesting items from the vendors to look at in the first half of this week: Ciena has polished off its acquisition of smaller rival Cyan. Ciena is rolling the software efforts of the combined company into a new Blue Planet division, which will be the home for the SDN and NFV activities of the combined [...]

7/27/15euNetworks Deploys Ciena’s 200G (Telecom Ramblings)

It seems like just a year or two ago that 100G became commercially viable, yet technology has moved on already.  euNetworks today announced that it has deployed 200G, with the London metro area getting it first. euNetworks has tapped Ciena's WaveLogic 3 Extreme packet-optical platform, putting 200G per 50GHz DWDM channels to work between Slough to [...]

6/15/15Vendor Bytes: Alcatel-Lucent, Huawei, Ciena, ADVA (Telecom Ramblings)

Here's a look at a bunch of interesting news from the vendors to start the week: In Italy, Alcatel-Lucent has picked up an optical backbone deal with Tiscali. Tiscali will be using Alcatel's gear to deploy a 100G terrestrial network and upgrade existing submarine cable links to Sarcinia and Sicily. Alcatel-Lucent is in the process of [...]

6/5/15Top 10 Reasons to Upgrade Your Datacenter Interconnect (Telecom Ramblings)

This industry viewpoint and David Letterman tribute was authored by Fady Masoud, Senior Advisor, Product and Technology Marketing at Ciena. Let’s face it – the importance of the data center in our everyday life has never been greater. As a culture, we expect on-demand, high quality and real-time access to content via a multitude of applications and [...]

6/4/15Ciena Surges Past Estimates (Telecom Ramblings)

Powered by strong converged packet-optical sales, Ciena posted a strong fiscal Q2 report this morning, surpassing both estimates and guidance on virtually all fronts.  Here are a few of their numbers in some context:   $ in millions FQ2/14 FQ3/14 FQ4/14 FQ1/15 FQ2/15 FQ3/15 (guidance) -Converged Packet-Optical 356.8 382.0 383.3 336.6 432.9 -Packet Networking 66.5 69.5 56.4 55.0 53.3 -Optical...

5/22/15Friday Roundup: Level 3, AT&T, Interoute, Ciena (Telecom Ramblings)

The summer season begins in the USA with a long holiday weekend.  Before you head out for the barbecue or the beach, here's a quick look at some other news from this week: Level 3 signed its third new interconnection agreement with the country's major eyeball networks since the FCC passed network neutrality and promised to [...]

5/4/15Ciena Takes the M&A Road, to Acquire Cyan (Telecom Ramblings)

Some five years after acquiring Nortel's MEN business, Ciena is making another significant acquisition of a competing vendor. This morning they announced a definitive agreement to acquire Cyan in a move that will take the company much deeper into the world of on-demand networking and services. Cyan made its early mark in metro packet-optical where their [...]

4/29/15Wednesday Bytes: DE-CIX, Ciena, Infinera, ADVA (Telecom Ramblings)

In today's roundup, an IX traffic milestone and three vendor wins to take a look at: DE-CIX says that traffic on its internet exchange in Frankfurt has surpassed a new milestone. On Tuesday evening they saw peak traffic hit 4Tbps for the first and surely not the last time. These days DE-CIX is busy recreating its IX [...]

4/22/15Wednesday Bytes: Bandwidth, Ciena, Transmode, Zayo (Telecom Ramblings)

Time for a quick look at other news from around the industry this week: some cloud help for first responders, two vendor deals, and a financial move in fiber. BlueLight and Bandwidth are working together to improve campus safety.  BlueLight is using Bandwidth's App Platform to integrate phone calls and text messaging into its app, improving [...]

3/5/15For Ciena, Revenues Light but Adjusted EPS Strong (Telecom Ramblings)

Last quarter, Ciena posted a surprise loss despite solid revenues.  This quarter it was the flip side of the coin on strong earnings per share on revenues that missed targets.  Here are their fourth quarter numbers in some context:   $ in millions FQ1/14 FQ2/14 FQ3/14 FQ4/14 FQ1/15 FQ2/15 (guidance) -Converged Packet-Optical 333.4 356.8 382.0 383.3 336.6 -Packet Networking 51.7 66.5 69.5 56.4 55.0 -Optical...

2/24/15Tuesday Roundup: Infinera, Ciena, Windstream, AMS-IX, Level 3 (Telecom Ramblings)

Here's a quick roundup of some news from the first part of this week: Infinera won a pan-European DWDM deal for its flagship DTN-X gear this morning.  Russian-based RETN is deploying those 500Gbps superchannels on 30,000km of fiber across 26 countries, including their recently completed trans-Baltic route.  RETN had been using Infinera's earlier PIC technology, so [...]

2/20/15Friday Roundup: Fairpoint, Ericsson, Champion One, Ciena (Telecom Ramblings)

TGIF, and a really cold one here in the Northeast.  Here's a quick look at some news, a new data center and three interesting bits from vendors: Fairpoint is building out some new infrastructure up in northern New England. They've announced plans to open a new data center in Manchester, New Hampshire, their second in the [...]

2/16/15Industry Spotlight: Ciena’s Chris Janz on SDN, NFV, and Agility (Telecom Ramblings)

In December, Ciena created a new business division, Ciena Agility, specifically targeted at the growing opportunities of Software-Defined Networking and Network Functions Virtualization.  With the introduction of itsAgility Matrix software and VNF marketplace, Ciena is looking to help network operators unlock new business models serving the enterprise and enable a broader ecosystem of virtual network [...]

1/20/15More Int’l Bytes: Ciena, Verizon, Seaborn, Hutchison (Telecom Ramblings)

With PTC going on out in Hawaii this week, there's lots of news under the waves plus some more European M&A action to consider: Ciena took the opportunity to announce several Transpacific upgrade contracts. Their WaveLogic coherent optical gear has been selected to upgrade the Trans Pacific Express cable network to 100G, more than tripling the [...]

1/15/15Hibernia Networks Adds Some More Fiber, Lights It With Ciena (Telecom Ramblings)

Hibernia Networks said this morning that it has completed a significant network expansion project in the northeastern US. They've added new dark fiber on six new longhaul routes and lit it with Ciena's 6500 packet-optical gear. The upgraded connectivity gives Hibernia diverse routing and lower latency from New York City to Albany, Chicago, Buffalo, Ashburn, and [...]

12/11/14Ciena Posts Fiscal Q4 Loss, Plans to Make It Up Next Year (Telecom Ramblings)

Guidance for earnings per share for telecom vendors is always a bit of hit or miss, just because of the stochastic nature of the type of sales they make and the currency fluctuations where they make them.  Ciena finished out its fiscal 2014 today, reporting a surprise loss for the October quarter but apparently the [...]

12/3/14Ciena Jumps Into NFV With Both Feet (Telecom Ramblings)

This morning, Ciena made its move into the network functions virtualization market. Not as a provider of VNFs themselves, but of a new managed services platform they'll be selling to service providers to help deploy and monetize them. Their new Agility division and flagship Agility Matrix software includes a marketplace, a usage and on-the-fly licensing [...]

11/20/14GEN14 Vendor Bytes: CENX, Wedge, Fujitsu, Transition Networks, Ciena (Telecom Ramblings)

Lots of news from the vendors this week, especially around Ethernet, SDN, and NFV given GEN14. Here's a quick look a few items I learned about at and around the event: More good news for CENX going into the holiday season. Their Cortx service orchestration has won another high profile, though also unnamed, customer contract. A Tier [...]

11/11/14Metro Bytes: FiberLight, Fatbeam, Ciena, Metcom (Telecom Ramblings)

Here's a quick Tuesday roundup of fiber news on the metro and regional fiber front: FiberLight issued an update on its giant fiber buildout in West Texas this morning. By the end of 2014 they'll have built out 1,765 route miles and hooked up 800 cell towers on-net in the state. By early next year, they'll [...]

10/1/14Wednesday Roundup: Ciena, Windstream, Alcatel-Lucent (Telecom Ramblings)

Here's a quick roundup of other news at the midpoint of the week: Ciena has been busy out under the Pacific. Teaming with Vodafone NZ and Southern Cross, they're demonstrating the transmission of uncompressed, encrypted 4k video across 30,000km at the GLIF conference down in New Zealand this week. That's from New Zealand to Los Angeles [...]

9/4/14Ciena Posts Steady Quarter, But Market Unsatisfied (Telecom Ramblings)

Ciena hit its numbers easily enough this morning, but the market doesn't seem to like its guidance for the company's fiscal Q4.  They've had a series of strong reports, I suppose it was inevitable that the bar would be raised too high.  Here is a quick summary in some context: $ in millions FQ3/13 FQ4/13 FQ1/14 FQ2/14 FQ3/14 FQ4/14 (guidance) -Converged Packet-Optical 302.0 350.9 333.4 356.8 382.0 -Packet...

7/10/14With Agility, Ciena Makes An SDN Play for the WAN (Telecom Ramblings)

I'm always thinking of 100G when I read about Ciena, but they've been making a big move into the SDN world lately. Yesterday they unveiled a new prong of that attack with the release of their Agility portfolio. Basically, they've introduced a multi-layer SDN controller for the WAN based on the OpenDaylight framework. They hope to [...]

6/24/14Ciena Powers Teliasonera’s European Overlay, Adds Metro Muscle (Telecom Ramblings)

Teliasonera International Carrier is upgrading its European backbone with a little help from Ciena's optical gear. The international arm of the Nordic giant has been expanding its network around the world lately, but is turning some attention to turf closer to home to help meet demand driven by mobile data and the cloud. Teliasonera is deploying [...]

6/5/14Ciena Turns That Frown Upside Down (Telecom Ramblings)

Back in March, Ciena posted a decent fiscal Q1 with what the street (but not I) deemed weak estimates after which the stock suffered for a quarter.  Today it is surging in the pre-market after the vendor posted its fiscal Q2 results, hitting their numbers easily and posting guidance for next quarter above the expected range. $ in [...]

5/28/14Vendor Bytes: Cyan, Ciena, Alcatel-Lucent, Cisco (Telecom Ramblings)

Some interesting news this week from vendors: In the world of software defined networking, network functions virtualization has been getting a lot of press lately. In today's news, Cyan is collaborating with Red Hat and Telefonica to build a deterministic NFV architecture. Cyan is handling the orchestrator, Red Hat is working on the OpenStack enhancements, and [...]

5/14/14Hibernia Taps Ciena For Transatlantic Upgrade (Telecom Ramblings)

Hibernia Networks is upgrading its transatlantic cable system, and it's switching to a new vendor to get the job done. They've tapped Ciena's GeoMesh solution, including the coherent optics, ROADM, and packet-optical platform. Hibernia had been in the Huawei camp for a long time prior to the security dustup a few years ago where Huawei gear [...]

4/17/14Ciena’s 200G Tested on Japan-US (Telecom Ramblings)

While 100G is still settling in on transpacific routes, the underlying technology continues to jack up the speeds. Yesterday, Ciena and the Japan-US Cable Network trialed 200G on a part of its network. The test used Ciena's coherent technology with 16QAM to double the number of bits per wavelength. The trial was done on land though, [...]

4/11/14Friday Bytes: MBC, Ciena, Lumos, Data Foundry, Consolidated (Telecom Ramblings)

TGIF.  Before you go, here's a quick rundown of one last set of metro, data center, and vendor news from this week: Mid-Atlantic Broadband has completed a multi-terabit capacity trial in southern Virginia. Using Infinera's DTN-X and those 500Gbps super-channels, the open-access network is planning to upgrade to 100G - which is a lot of bandwidth [...]

3/12/14Wednesday Bytes: Ciena, Sovernet, RST, Alianza (Telecom Ramblings)

Here's a quick mid-week roundup of some recent news: At OFC this week, Ciena announced new capabilities for its packet-optical portfolio. Now that the next generation of optical technology has taken hold around the industry, vendors are working to make the platforms for managing it all better and better. In this case it is a better [...]

3/7/14Ciena Maintained Its Pace in Fiscal Q1 (Telecom Ramblings)

Last year was a good one for Ciena, and they kicked off their fiscal 2014 with a strong first quarter.  Analysts were a bit miffed by guidance, but it looks overblown to me.  Here are their numbers in some context:  $ in millions FQ1/13 FQ2/13 FQ3/13 FQ4/13 FQ1/14 FQ2/14 (guidance) -Converged Packet-Optical 240.0 294.3 302.0 350.9 333.4 -Packet Networking 45.8 54.2 61.6 61.2 51.7 -Optical Transport 57.6 57.4 66.2 52.6 40.1 -Software...

2/27/14Industry Spotlight: Ciena’s Francois Locoh-Donou (Telecom Ramblings)

With us today to offer his perspective on the networking industry and leadership is Francois Locoh-Donou. Francois has had an interesting journey over the years, starting in the West African country of Togo, moving on to high school and university in France, and arriving at Ciena as a systems engineer in the USA as the [...]

2/18/14Int’l Roundup: Geo, Epsilon, Ciena, Vodafone, Interoute (Telecom Ramblings)

Here's a quick roundup of network-related news from around the world: Another metro fiber builder has announced a significant project over in London. The dark fiber specialist Geo Networks said yesterday it is extending its footprint with a new route from West London up to Staples Corner and then onward to the center of town and [...]

2/14/14Ericsson, Ciena Team Up For Packet-Optical, SDN (Telecom Ramblings)

Two global networking vendors announced an alliance today that could shake up the status quo.  Ciena and Ericsson have signed a strategic global agreement to push forward on multiple, high profile fronts. Just in time for Valentine's Day too. The two plan to develop joint transport solutions for both IP-optical convergence and service-provider SDN. On a [...]

1/22/14Int’l Roundup: CDNetworks, iBasis, Sparkle, Tata, Ciena, Pacnet (Telecom Ramblings)

This week has seen a lot of international news items scroll past, here are some quick-takes on a few more: CDNetworks has moved into Poland, building a new PoP for its global content delivery network in Warsaw. Part of the KDDI world, CDNetworks has specialized in content delivery in the harder to reach parts of the [...]

12/15/13Mondays possible trade ideas. Sunedison Inc, Pinnacle Foods Inc., Ciena Corporation (Trading with the Average Jay)

Good Morning traders. Here are some trade ideas I am looking at for tomorrows trading.   These trades are based on the my interpretation of the Volume Spike theory. I'm not even sure there is such a theory, but I'm running with it this morning.   Trade entries and cover stops are based on .01 (for entry) and .03 (for cover) above or below the prior candle high/low that occurred on the volume spike.   *Important * Please do not trade your hard earned money on any ideas you may read...

12/12/13Ciena Doesn’t Follow Cisco’s Lead (Telecom Ramblings)

While Cisco's parallel quarter raised alarm bells on the street, Ciena's report today may not have been as big as the rest of their year has been but it wasn't bad either.  Revenues came in ahead of expectations, but higher costs brought down earnings below what analysts were looking for.  Here's a table of the [...]

11/21/13Day in review Broadcom Corporation, Ciena Corporation, International, Ltd., Facebook... (Trading with the Average Jay)

Good evening traders. Today's post is subtitled The Good, The Bad, and The DAMIT! I finished the day down $7.00. At one point after the DAMIT trade I was down $70. All trades were in 50 share blocks so to make the come back I'm pleased with my trading. I made one or two mistakes, but I know what they where. Tomorrow is another day. The Good        1. Short trade Ciena Corporation ( CIEN ) This trade was opened at the break of the whole number. I was shooting for lower, but had to...

10/1/13Ciena Adds Ethernet Muscle, Ritter Signs On (Telecom Ramblings)

Seeking to enable big bandwidth at the edges of the network, [company id="cien"] added two new boxes to their Ethernet portfolio this morning.  Ciena has been having a big year on the growth front, and further traction for its Ethernet portfolio could help them keep up the momentum. As the basic unit of currency in the [...]

9/17/13Fibertech Deploys 100G Ethernet In the Metro (Telecom Ramblings)

The Rochester-based fiber builder and operator Fibertech has brought in bigger pipes for enterprises across their footprint. They're using Ciena's switches and packet-optical technology in a deployment of 100G Ethernet services in the metro. Fibertech doesn't toot its own horn very often, but they've been steadily expanding their footprint on multiple fronts for many years now. [...]

9/4/13Ciena Posts a Strong Fiscal Q3 (Telecom Ramblings)

After a couple years of digesting the former Nortel MEN business, [company id="cien"] has been coming on very strong lately.  The company's very strong fiscal third quarter was its third such performance in a row, easily beating expectations.  Here's a quick table with some context: $ in millions FQ3/12 FQ4/12 FQ1/13 FQ2/13 FQ3/13 FQ4/13 (guidance) -Converged Packet-Optical 294.3 238.1  240.0 291.4 302.0 -Packet...

8/29/13Industry Spotlight: Ciena’s Mitch Auster on SDN (Telecom Ramblings)

Software defined networking is all the rage this year, and service providers are starting to take notice of its potential beyond the data center and into wide area networks. Service provider networks are much different than what you find in a data center, and automation of provisioning and service delivery causes an expanded set of [...]

8/26/13Sprint Takes on 100G Ethernet (Telecom Ramblings)

Since the Softbank deal closed a few weeks ago, Sprint has been busy announcing new wireline news, and this week's installment is a new big bandwidth Ethernet Wave service. It's part of their Network Vision buildout, for which wireless gets more of the press but wireline will be doing much of the transport. The new [...]

8/12/13Verizon Trials 200G In the Field (Telecom Ramblings)

We've been seeing more and more trials of technology moving beyond the 100G mark this year, and today it was [company id="vz"]'s turn to test it out. They put Ciena gear to work in a field trial of a 200G link between New York and Boston.  The trial used 16QAM on a single wavelength with 50Ghz [...]

6/6/13Ciena’s Posts Big Numbers Again (Telecom Ramblings)

For the second straight quarter, [company id="cien"] easily surged past both guidance and analyst estimates and posted quarterly revenues above $500M for the first time.  Forward guidance was also above the expected range.  Here's their numbers in some context: $ in millions FQ2/12 FQ3/12 FQ4/12 FQ1/13 FQ2/13 FQ3/13 (guidance) -Converged Packet-Optical 238.1  240.0 291.4 -Packet Networking 47.3 45.8 57.1 -Optical...

5/23/13Friday Roundup: Level 3, euNetworks, CenturyLink, Ciena, NTT (Telecom Ramblings)

With Memorial Day weekend upon us in the US, the summer is here. Well, I'm not quite back in the US yet - a few more weeks for that. In the meantime, here's a Friday roundup of network news from around the world this week: Level 3's claimed another major sporting event for its Vyvx division. [...]

5/16/13(CIEN) First Profit – Screen of the Week (Stock Blog Hub)

With earnings season in full swing, now is a great time to take a look at my 'First Profit' stock screen. The concept for this one is to find companies that have recently shown their first quarterly profit within the last year. The idea is to find companies that have not shown a profit for at [...]

5/2/13Metro Bytes: Comcast, Ciena, Sunesys, 24/7, Integra (Telecom Ramblings)

It's time for a quick rundown of metro fiber news this week with build-out news from Comcast, Ciena, Sunesys, 24/7 Mid-Atlantic, and Integra: Comcast Business has built out its fiber network to bring the Pease International Tradeport up in Portsmouth, NH online. That will bring some 250 local businesses with about 7,800 employees within range of [...]

4/11/13Integra, iFiber Select Ciena for 100G (Telecom Ramblings)

After a few years of slow uptake, 100G is starting to truly hit its stride across all types of networks around the world.  Yesterday [company id="cien"] won two contracts for its coherent technology, one on the West Coast and the Rockies and the other in the MidWest. Integra, is jumping on the 100G bandwagon with gusto to [...]

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