1. 07/18 Ericsson Q2 Numbers
2. 07/24 NSN Nokia Q2 Numbers
3. 07/31 ALU Q2 Numbers
4. within next 8 Weeks: QCOM/ALU Small Cell Announcement
5. within next 3 Months: Asset Disposal 1B$
Citi on Tuesday reiterated its buy recommendation and target price of five euros on Alcatel-Lucent, in the context of a sector note on the telecom equipment. research agency - which continues to prefer Alcatel-Lucent and Nokia at the expense of Ericsson -. said he expected that the results of the second quarter of the Franco-American group show progress 'continuous' in restructuring for Citi, the recent decline in shares n ' is due to exaggerated fears about exceeding the investment envelopes in U.S. carriers, AT & T head. According to him, the strong results and positive outlook Ciena announced early last month show that spending operators are no longer frozen, which led him to raise estimates of revenue and results of Alcatel for the years 2014 and 2015. Citi added that other factors could play for the group, as its share gains market in routers and optical 100G, especially with Verizon.
July 14, 2014
ZTE today raised its forecast for first-half profit as the company maintained the strong momentum in its 4G infrastructure operations....
In the Operators division, ZTE's business is strengthening among mainstream customers in major markets. The company retained its position as the leading vendor of 4G infrastructure to China Mobile, achieving increased market share in the tender this year. ZTE consolidated its position as the leading vendor of 4G infrastructure to China Telecom and China Unicom....
July 9, 2014, 7:06 P.M. ET
Citigroup’s Ehud Gelblum today reiterated a Buy rating on shares of Alcatel-Lucent (ALU), writing that the company could get a lift from the move to roll out so-called small cells in metropolitan areas.
Alcatel yesterday said it was selected by Vodafone (VOD) as a “supplier of reference” for equipment that combines LTE cellular connections and WiFi in metro networks.
Gelblum notes it’s a bit of a surprise given Alcatel was left out when Ericsson (ERIC), China’s Huawei, Nokia (NOK), and Samsung Electronics (005930KS) all won orders from Vodafone for traditional network equipment:
With Vodafone deploying a single RAN solution for LTE which supports a variety of air interfaces via software upgrade, rather than the LTE overlay architecture supported by Alcatel, we had not expected Alcatel to play a role in Vodafone’s deployment, however, through the small cell opportunity, ALU now appears to have found a way in. Note also that ALU CEO Michel Combes previously headed Vodafone Europe.
Gelblum thinks “small cells with WiFi could be a sizable market opportunity for Alcatel … Vodafone specifically has said it plans to build out 70,000 small cell/WiFi sites as part of Project Spring.”
Alcatel stock today rose 5 cents, or 1.4%, to close at $3.62
PARIS, Jul 09, 2014 (PR Newswire Europe via COMTEX) -- -- Bell Labs prototype technology also demonstrates potential for 1 Gbps symmetrical services, paving the way for fiber-speed services where fiber cannot be deployed all the way to the premises
PARIS, July 9, 2014 /PRNewswire/ -- Bell Labs, the research arm of Alcatel-Lucent , has set a new broadband speed record of 10 gigabits-per-second (Gbps) using traditional copper telephone lines and a prototype technology that demonstrates how existing copper access networks can be used to deliver 1Gbps symmetrical ultra-broadband access services.
Achieving 1 Gbps 'symmetrical' services - where bandwidth can be split to provide simultaneous upload and download speeds of 1 Gbps - is a major breakthrough for copper broadband. It will enable operators to provide Internet connection speeds that are indistinguishable from fiber-to-the-home services, a major business benefit in locations where it is not physically, economically or aesthetically viable to lay new fiber cables all the way into residences. Instead, fiber can be brought to the curbside, wall or basement of a building and the existing copper network used for the final few meters.
The Bell Labs tests used a prototype technology called XG-FAST. This is an extension of G.fast technology, a new broadband standard currently being finalized by the ITU. When it becomes commercially available in 2015, G.fast will use a frequency range for data transmission of 106 MHz, giving broadband speeds up to 500 Mbps over a distance of 100 meters. In contrast, XG-FAST uses an increased frequency range up to 500 MHz to achieve higher speeds but over shorter distances. Bell Labs achieved 1 Gbps symmetrical over 70 meters on a single copper pair. 10 Gbps was achieved over a distance of 30 meters by using two pairs of lines (a technique known as "bonding"). Both tests used standard copper cable provided by a European operator.
News published on 7/8/14 4:21 p.m. (french translated)
espite a market for telecom infrastructure considered 'difficult', Barclays maintains its board "overweight" on Alcatel-Lucent with a target price of 4.25 euros. The broker is confident in the group's ability to deliver higher margins, thanks to the restructuring plan 'Shift'. broker believes that the plan should enable the Group to reduce its costs and clean up its balance sheet and said, anticipating a margin expansion is expected to create a positive momentum value and lead to an expansion of valuation multiples. He expects that the consensus continues to raise its estimates towards its goal of operating margin (EBIT), ie 5.6% to 7.8% in 2015 against 4.7 to 6.9% for the consensus. broker emphasizes that current prices, share trades on a ratio 'enterprise value of sales' 0.5 times, which means he says the market is not confident in the group's ability to generate margins between 5% and 10%. He sees potential for price appreciation to 0.9 Once this ratio at a target price of 4.25 euros.
Today at 10:12 (French translated)
Natixis confirmed Monday its recommendation "Buy" on Alcatel-Lucent with a price target maintained at 3.5 euros. The telecommunications equipment maker will unveil its accounts for the second quarter on July 31. The broker expects a reassuring publication despite uncertainties in the turnover. Indeed, the main European manufacturers were disappointed in the first quarter on the growth front. However, the broker sees little risk in terms of operating profit (EBIT), especially as the consensus expectations seem prudent. Bearings estimates are therefore not excluded on this point, says Natixis , who thinks the recent decline of the title offers an interesting entry.
Today at 12:03
Cheuvreux Kepler Friday confirmed its recommendation "Buy" and target price of 4.5 euros on Alcatel-Lucent . The broker held earlier this week a day dedicated to investors and returns are quite positive. The telecommunications equipment maker has highlighted the resilience of the U.S. market while reaffirming its commitment to improve its mobile business and become profitable. A scenario that could, depending on the broker, materialize by 2016. The Group will publish its accounts for the second quarter on July 31. Kepler expects solid results, with sales limited down 1% at constant scope and exchange rates, and an adjusted operating margin of 3.9%, against 1.1% in the first quarter.
French Translation! More Details:
Alcatel-Lucent wins 4.8% to 2.767 euros in Paris opening, boosted by JP Morgan, which considers that the current prices are a good entry point, after the consolidation of title. The broker believes that the decline of the action is due to the sharp increase in 2013, not to concerns about the recovery program. It confirms its target price of 3.30 euros, but points out that the potential would be even more so if the equipment became an actor-centered networks, abandoning its mobile business that lacks critical mass. JP Morgan recommends "overweight" action, while previously "neutral".
More Details later...
...Lopez declined to name any of the other telcos currently involved, but noted there were "a few" and that a memorandum of understanding (MoU) had been agreed around the use of Alcatel-Lucent (NYSE: ALU)'s CloudBand platform, which would enable the labs to link up and collaborate via a virtual network....
Thats BIG News for ALU Shareholders! NFV is the next BIG Thing in Telco Space and ALU seems to be the Leader in that new Space! A Deployment of ALU`s Cloudband at Telefonica is the Proof, other Major Telcos will follow....
Software is High Margin Business....
Major network operators are planning to hook up their NFV reference labs in order to share their R&D findings and accelerate the deployment of virtualized network functions.
The revelation came during a Big Telecom Event (BTE) keynote presentation by Diego Lopez, senior technology expert at Telefónica I+D, the R&D operation of Telefónica SA (NYSE: TEF). (See the BTE show site for all the news from the show.)
Lopez, a senior figure in NFV circles, explained that Telefónica had built its own NFV reference lab using multiple components (commodity switches, hypervisor, OpenStack-based virtual infrastructure management, orchestrator, multiple virtual functions), and is now in the process of "federating reference labs" with other operators to "validate common use cases, experiment with collaboration mechanisms, explore business models, and build a global reference implementation." (See Telefónica Building NFV Reference Platform With Red Hat & Intel.)
Lopez declined to name any of the other telcos currently involved, but noted there were "a few" and that a memorandum of understanding (MoU) had been agreed around the use of Alcatel-Lucent (NYSE: ALU)'s CloudBand platform, which would enable the labs to link up and collaborate via a virtual network.
And while Lopez was keeping any further details to himself, sources on the BTE show floor suggested that NTT Group (NYSE: NTT) is one of the operators ready to engage with Telefónica and others in NFV lab collaboration.
That Telefónica is leading the charge here is not a big surprise. The Spanish operator has a very aggressive timetable for the introduction of virtualized elements into commercial operations, starting with virtual residential CPE in Latin America any time soon, and is keen to accelerate developments and understanding on NFV use cases in any way. (See Telefónica Unveils Aggressive NFV Plans and Telefónica Preps NFV Trial ....
une 30, 2014
Ericsson is leading the telecom service provider operational technology market with 18.6 percent share in 2013, well ahead of Huawei, said Gartner.
The market share of Huawei in the telecoms technology market is 14.9 percent, Alcatel-Lucent 9.6 percent, NSN (Nokia Networks) 8.7 percent, Cisco 5.9 percent and ZTE 4.8 percent.
The report covers telecoms carrier network infrastructure, telecom operations management systems (BSS, OSS and SDP) and network infrastructure services.
According to the report, which combines carrier network infrastructure and telecom operations management systems, and adds market shares for network infrastructure services, Ericsson software and software services revenues were ranked first in market share in 2013.
CALABASAS, Calif. and DALLAS, June 26, 2014 /PRNewswire/ -- AT&T and Alcatel-Lucent Enterprise have teamed up to make the school bus a classroom on wheels, introducing a "Connected Bus" solution that helps K-12 school districts deliver new, affordable learning experiences and other capabilities to students, teachers and bus drivers across their school transportation system.
Available nationwide today, Connected Bus supports various technology-in-education initiatives in the U.S. by using wireless technology, AT&T's 4G LTE network and devices to increase students' access to information, instruction and teachers. Designed to perform on the move, Connected Bus provides new options for school districts to extend the school day from the time students board the school bus, until they arrive at home.
Today's announcement builds upon AT&T's ongoing commitment to using technology to transform education. Recently, AT&T pledged $100 million to ConnectED, a White House initiative to connect 99 percent of classrooms to next-generation digital learning by 2017. The funds will provide 50,000 middle and high school students in Title 1 schools free Internet connectivity for educational devices over the company's 4G mobile broadband network. Additionally, AT&T is working with Udacity to create nanodegree – efficient, accessible, affordable online training for high-demand tech jobs. Courses will be on-line, self-paced and taught by leaders in tech, with personalized, coaches, career counselling and access to industry experts every step of the way. Both programs are a part of AT&T Aspire, the company's ongoing commitment to prepare learners for success in school and the 21st Century workforce.
NBN Co reveals THOUSAND-node FTTN trial built by Telstra
Alcatel Lucent kit will dig out the copper from Big T's brains
26 Jun 2014
NBN Co has selected Telstra as the builder of a 200,000-premises pilot of fibre-to-the-node technology in order to pick the copper from its brains.
Media reports claiming sources within communications minister Malcolm Turnbull's department have put a price tag of $150m on the deal.
Telstra's selection for this gig, and the price paid, do not appear to represent any kind of wider agreement between NBN Co and the legacy carrier.
The trial looks set to rely on Alcatel Lucent kit, with the company unveiling a node cabinet measuring 85x1150x500mm. That box can hold enough of the company's ISAM 7330 VDSL2 kit to operate 384 VDSL lines.
Alca-Lu claims ISAM 7330 kit can deliver "100 Mb/s and beyond with VDSL2 vectoring".
The company also says it has designed a cabinet for Australian purposes that is smaller than those it offers in other territories. Below you'll find the company's illustration of the Australian box, which for once will leave Aussies happyo have something smaller than their Kiwi cousins.
Media reports suggest that this trial will cover about 200,000 premises. With 1,000 nodes involved, that's nowhere near the potential 384 users per node. But it does give us a cost for FTTN deployments of about $750 per premises.
Australia has about 10 million premises, of which about two million are expected to be offered either hybrid fibre coax or optic fibre connections. Another million or so are expected to get fixed wireless or satellite connections leaving about five million to VDSL. At $750 a head that's $3.75 billion, nicely below the price at which the government said the whole NBN would be delivered.
Australia has about 10 million premises,
DUBAI, June 25 Wed Jun 25, 2014 3:34am EDT
(Reuters) - Zain Saudi, Saudi Arabia's third biggest telecoms operator, said on Wednesday it has signed infrastructure supply contracts worth 4.5 billion riyals ($1.2 billion) to develop and expand its network.
The deal parties are Huawei, Nokia, NEC Corporation, Cisco Systems and Alcatel Lucent, Zain said in a statement on the Saudi bourse's website.
The operator said it would use its own financial resources to finance the deals.