Google sales

What’s up with… Sales of FTTH, Adtran, BICS and Thales equipment, Access Evolution

In today’s industry news roundup: Global spending on broadband equipment jumped 12% in the second quarter of this year, according to Dell’Oro; Adtran announces two new FTTX agreements in the UK; BICS and Thales partner to facilitate eSIM enablement in the IoT sector; and much more!

Global spending on broadband access equipment (FTTx, DSL and cable broadband products) increased 12% year-on-year in the second quarter of 2022 to $4.5 billion, primarily driven by increased spending of network operators in passive optical networking (PON) systems, according to the research house Dell’Oro Group. “Carriers in Europe, China and Southeast Asia increased their spending on PON equipment, offsetting some seasonal sluggishness in North America,” noted Jeff Heynen, vice president of broadband access and communications. home networks at Dell’Oro. “The transition to fiber is clearly a global phenomenon, no longer limited to a handful of countries,” he added. Read more.

One of the beneficiaries of this increase is the supplier of broadband access equipment Adtranwho last month reported a 20% year-over-year increase in second-quarter revenue to $172 million, with CEO Tom Stanton citing “growing demand for our fiber broadband platforms”. And demand keeps pouring in, it seems, as the supplier today announced two deals in the UK: one with wholesale ITS fiber access network operator and another with Scottish Lothian Broadband operator.

BICS takes a significant step towards wider adoption of the embedded SIM (eSIM). The mobile connectivity provider has unveiled a partnership with the French technology giant Thales which the companies believe will remove barriers to eSIM adoption in Internet of Things (IoT) devices. According to BICS, companies struggle to use eSIMs for devices such as smart meters and smart appliances due to the “level of integration required with mobile operators”. To address this, the two companies have developed “a pioneering eSIM activation solution” that allows the eSIM to connect directly to a carrier’s remote SIM provisioning platform. BICS said the approach makes logistics, manufacturing and installation easier than ever, while companies developing IoT-connected devices “can now integrate eSIMs with much less investment, effort and deployment time”. Thierry Uguen, head of IoT product portfolio management at Thales, said the new solution is “a major industry milestone” that “significantly” optimizes the cost and effort required to manage SIM profiles on devices. IoT. According to Luc Vidal-Madjar, Head of M2M/IoT Business at BICS, the move will result in a “much broader adoption” of eSIM and bring massive IoT one step “increasingly closer to a reality”. Vidal previously told TelecomTV that eSIM (alongside the next generation of subscriber identification technology, iSIM) plays a key role in the deployment of massive IoT solutions – see How eSIM and iSIM will play a critical role in mass IoT adoption.

Swedish seller Ericsson called on several collaborators to boost the use of 5G for drone operations in agriculture. He joined the Aerial research and experimentation platform for advanced wireless (AERPAW), which is funded by the US National Science Foundation and a consortium of industry players, for a demonstration in which a drone used a connected camera and local computing capacity to monitor a field of livestock, providing information on grazing patterns. The footage was streamed over a 5G connection using midband spectrum (3.4 GHz) and, according to the provider, speeds exceeded 100 Mbps uplink and 450 Mbps downlink. Potential use cases include tracking animals, delivering supplies for commercial use, and improving air traffic control. Learn more about Ericsson’s statement here.

Data and Analytics Company GlobalData warned of a risk of “greenwashing” and “futurewashing” when tech and telecom companies set sustainability goals that are many years ahead. “A goal is all well and good, but having regular timestamps of proof of progress toward those goals is the only way to ensure sustainability credibility,” commented Robert Pritchard, senior analyst at GlobalData. According to a study by the company, industry players are becoming “net zero heroes…by making sustainability an operational priority”. Pritchard added: “Additionally, sustainability is produced within these industries and used as a differentiator in the marketplace. It’s not a choice between saving money or saving the planet – it’s both. This is a key principle for doing business with these customers. See more.

The Luxembourg-based Court of Justice of the European Union has broadly upheld the €4.34 billion fine imposed on Google by the European Commission in July 2018 for violation of antitrust rules. At that time, the commission ruled that Google had “imposed unlawful restrictions on Android device makers and mobile network operators to consolidate its dominant position in general Internet search”, a decision that Google has appealed. The court noted that it “largely confirms the Commission’s decision that Google imposed unlawful restrictions on Android mobile device manufacturers and mobile network operators in order to consolidate the dominant position of its search engine”, but that “in order to better reflect the gravity and duration of the infringement, the General Court considers that it is however appropriate to impose a fine of 4.125 billion euros on Google, its reasoning differing on certain points from that of the Commission For the court’s full reasoning, see this advert.

At a special meeting held on Tuesday, Twitterthe shareholders of voted in favor of the $44 billion takeover filed earlier this year by billionaire businessman Elon Musk who, as most readers of this newsletter will know, is no longer keen on closing the deal. With Twitter shareholders excited about the deal, the decision of whether or not the takeover will go ahead now rests in the hands of the courts: The Delaware Court of Chancery is set to hold a trial in October following Twitter’s decision to file a lawsuit against Musk’s organization and hold it “accountable to its contractual obligations”.

The American regulator of the financial sector Securities and Exchange Commission (SEC) charged vmware for “misleading investors about its backlog management practices, which allowed the Palo Alto, Calif.-based technology company to boost revenue in future quarters by delaying product shipments to customers, masking the slowdown in the company’s performance relative to its projections”. In a public statement on the casethe SEC noted that “beginning in fiscal year 2019, VMware began delaying the delivery of license keys on certain orders just after the end of the quarter in order to recognize the corresponding license sales revenue during the quarter. following”, a practice that is “inconsistent with an issuer’s disclosure obligations under federal securities laws”. Although the SEC concluded that “VMware violated the anti-fraud provisions of the Securities Act of 1933 as well as certain reporting provisions of the federal securities laws”, it allowed VMware to agree to a “cease and desist order”. abstain and pay an $8 million fine,” without having to admit or deny the SEC charges, which seems rather odd considering that VMware generates over $13 billion in annual revenue. Noted that the “The SEC’s findings do not include any finding that the company failed to follow generally accepted accounting principles. The SEC staff has confirmed that it does not intend to recommend enforcement action against any current or former VMware executives or other members of management in connection with the investigation, and this settlement closes the case.

American consumers hold on their smartphones longer than ever, with the average age of devices handled through trade-in and upgrade programs exceeding three and a half years for the first time, according to a study by a business services company Assuring. Some “$767 million was returned to U.S. consumers in the second quarter of 2022 through mobile device take-back programs, representing a 34% increase over the same quarter last year, even though consumers keep their devices longer,” according to the research. Read more.

– Staff, TelecomTV