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gfast map nov

Dark Green: Firm commitments from incumbent: BT (10M), Belgacom, Australian NBN, Swisscom,  Austria, Bezeq Israel, Chunghwa Taiwan, Telus Canada, Telekom South Africa, SK Korea, (U.S.) AT&T, Century, Frontier, Windstream, Belgium, Omantel

Mid Green: Smaller carriers in Germany, Norway, Finland, Japan

Light Green: Incumbent likely:  France, Germany, 

Calix-10-gig-200Sales doing well. Carl Russo attributed the $11.5M loss to "higher than expected costs in our turnkey network improvement projects, particularly as activity accelerated to meet project schedules." I infer that Calix threw extra resources at projects running late. Calix has earned a reputation for taking care of customers. I'm not surprised they rushed in help when problems developed.

Calix's strength remains the U.S. carriers other than Verizon and AT&T. The increased revenues are good news for the level of capital spending. Century and Frontier are far behind cable; their prospects are bleak if they don't rapidly upgrade. 

Calix proudly announced the first customer for their NG-PON2 gear.

Northpower Fibre in New Zealand has connected a home and a business. Each received 10 gigabits on separate wavelengths. Darren Mason, CEO of Northpower Fibre declared, "We’ve shown the world that NG-PON2 is real." I'm sure Calix is hoping the folks at Verizon are reading this. Russo has been trying for years to break into Verizon and they are testing the Calix NG-PON2.

They have a five minute video, professionally produced, showing the gear and an installation, as well as reviewing how NG-PON2 works with existing GPON. Good to see the progress.  

Calix and Northpower Fibre Showcase World’s First Multi-wavelength NG-PON2 Service Delivery in a Live Service Provider Network

The widely-deployed AXOS E7-2 Modular Access System demonstrates rapid new service turn-up; Points to a future of faster time-to-revenue over a converged infrastructure with dramatically reduced costs

MARSEILLE, FRANCE – February 14, 2017 –Calix, Inc. (NYSE: CALX), the world leader in Subscriber Driven Intelligent Access, today announced that NG-PON2 has made the leap from promising technology to business transforming reality with the world’s first NG-PON2 demonstration in a live network. New Zealand’s Northpower Fibre leveraged the same E7-2 Modular Access System that it is deploying throughout its network to deliver 10 gigabits per second (Gbps) speeds over multiple wavelengths to 812NG GigaHubs located in a business premises and residential home in Whangarei. This landmark achievement ushers in a new era for service providers, as they begin to fully leverage the true potential of fiber for both an unmatched subscriber experience as well as for business transformation. As Northpower Fibre begins in the future to deploy more widely NG-PON2 enabled systems armed with Calix AXOS, the world’s only true Software Defined Access (SDA) architecture, the company can begin to dramatically drive down its OPEX and CAPEX profile by further converging disparate business, residential, and backhaul services onto one simple-to-operate network. In time, NG-PON2 will enable Northpower Fibre to continue to truly differentiate itself in a growing Ultra-Fast Broadband (UFB) marketplace stimulated by the New Zealand government’s second phase of its UFB programme. A new video, showcasing this world first, can be viewed here: https://calix.wistia.com/medias/8o7488r9g0

“New Zealand is undergoing a major broadband vitalization effort, and we see the emergence of NG-PON2 technology as a major enabler going forward,” said Darren Mason, CEO of Northpower Fibre. “As attention in the second phase of UFB shifts from the cities to bring fiber broadband to more rural areas, Northpower Fibre will be leading the way having committed to connect 12 new towns to fiber within the next four years. With Calix as our partner and the AXOS E7-2 supporting the deployment, we have been amazed by how quickly we had jaw-dropping speeds and services up and running. We’ve shown the world that NG-PON2 is real, and we are excited for all of the new efficiencies and opportunities NG-PON2 will bring to our future business.”

NG-PON2 provides Northpower Fibre with new business efficiencies in their open access model. Multiple wavelengths on a single fiber can be divided up for use by different service providers, instead of each service provider requiring a separate PON. NG-PON2 enables the isolation of services between the providers, allowing one to make service updates and changes, with no impact on the other providers. In addition, with the AXOS “always on” capability, Northpower Fibre can make its own live upgrades without service disruption or impact to the multiple service providers utilizing their fiber infrastructure.

“Calix has been the leader in PON technology from the beginning, starting more than a decade ago with the first GPON deployments, and now ushering in the new era of NG-PON2,” said Shane Eleniak, Calix vice president of product line leadership. “This is more than just a world first with a groundbreaking technology – it’s a demonstration of the power of AXOS, which allowed Calix to integrate advancements in NG-PON2 technology into our solutions well before anyone else. Northpower Fibre has the vision and desire to set the bar for the rest of the industry, paving the way for AXOS and SDA to bring true 10 gigabits per second multi-wavelength services over NG-PON2 to service providers around the world.”

Visit Calix in Booth G20 at the FTTH Conference 2017 this week in Marseille, France to learn more about AXOS and see the full portfolio of industry-leading NG-PON2 solutions on display.

 

Calix Reports Fourth Quarter 2016 Financial Results

 
GlobeNewswire

PETALUMA, Calif., Feb. 14, 2017 (GLOBE NEWSWIRE) -- Calix, Inc. (CALX) today announced unaudited financial results for the fourth quarter ended December 31, 2016. Revenue for the fourth quarter of 2016 was $131.8 million, an increase of 25.5% compared to $105.0 million for the fourth quarter of 2015.

“We ended 2016 with record revenues for the fourth quarter as well as the full year 2016 which marks our fourth consecutive year of growth. We expect this growth to continue as service providers increasingly deploy transformative solutions from our software defined access portfolio,” said Carl Russo, Calix, Inc. President and CEO. “However, as we invested in our services offerings we experienced higher than expected costs in our turnkey network improvement projects, particularly as activity accelerated to meet project schedules, resulting in earnings coming in below our expectations,” added Russo.

The GAAP net loss for the fourth quarter of 2016 was $11.5 million, or $(0.23) per basic and fully diluted share, compared to a GAAP net loss of $9.5 million, or $(0.19) per basic and fully diluted share, for the fourth quarter of 2015.

“We can see a finite period through the first half of 2017 during which these higher costs will continue to impact a part of our services business,” said William Atkins, Calix, Inc. Executive Vice President and CFO. “We also see strong revenue momentum and an array of opportunities with both existing and prospective customers heading into 2017. We will continue to focus resources on our growth initiatives including the software defined access portfolio while optimizing our cost structure, as planned, in the traditional systems and services segment,” added Atkins.

The company’s non-GAAP net loss for the fourth quarter of 2016 was $6.8 million, or $(0.14) per fully diluted share, compared to a non-GAAP net loss of $1.7 million, or $(0.03) per fully diluted share, for the fourth quarter of 2015. A reconciliation of our fourth quarter 2016 operating results from GAAP to non-GAAP is provided in this release.

Outlook

Calix is providing forward-looking estimates for Q1 2017 and full year 2017 results as follows:

Q1 2017

Revenue $110.0 - $114.0 million, representing growth of 11.8% - 15.9% year-over-year
Non-GAAP Gross Margin 30.0% - 34.0%
Non-GAAP Operating Expense         $61.0 - $63.0 million
Non-GAAP net loss per share ($0.57) - ($0.49)

Full year 2017

The company is projecting revenue growth of 10% or more relative to 2016 and projecting to achieve a lower net loss on a non-GAAP basis for the full year compared to 2016.

The company estimates that GAAP EPS will be approximately $0.10 lower for Q1 2017 and approximately $0.34 lower for full year 2017 due to the inclusion of stock-based compensation and amortization of intangibles. A reconciliation of the GAAP to non-GAAP outlook is provided in this release.

The Site for gfast 230
 

G.fast News
A remarkable 400 people attended the very strong Broadband Forum BASE events in Berlin and Las Vegas. Trevor confirmed BT would pass the million this year. Cioffi projected “Waveguide DSL” could carry 10 gigabits a kilometer as well as a terabit 100 meters. Werner sees a 4X improvement in upstream with cDTA. Much more in next issue.

Deutsche Wants a Gigabit, Finally Realizes 50 Meg Isn't Enough http://bit.ly/2zeZ5oZ
Deutsche Telekom is finally realizing that 50 megabit DSL won't make it against gigabit cable. VP Franz Seiser is blunt. "We must change radically, become disruptive and, above all, throw away things," he proclaims at BBWF. After years of DT insisting 50 megabits is plenty, we now hear "it is about Gigabit products" from DT's Robert Soukup.  
    A lucky building in Frankfurt will receive 500+ megabit service as ultra-conservative Deutsche Telekom experiments with G.fast. Soukup told BBWF, "We're going to have a field test in Frankfurt with G.fast and Fiber To The Building (FTTB.) We will know by the end of the year if this is the right way to go." Hint to Soukup: Yes it is. G.fast is working well at a dozen telcos I;ve talked to.
     The details are surprising. DT is going for CORD, Open Source, Calix, and Radisys. http://bit.ly/2zeZ5oZ

*** The new Telebyte Guide to Testing Gfast follows the Broadband Forum IR-337 Gfast test specification, the same used by the University of New Hampshire (UNH-IOL) for Gfast certification testing. Free download http://bit.ly/telebyte (ad) It is the best technical guide to G.fast  I have seen. Grab it. Dave

1.6 Gig in Sckipio-Calix Test http://bit.ly/Calix16
A telco tells me they are getting impressive early results from the Calix 48 port DSLAM with the new Sckipio 212 MHz chips. There still is work to do but this is encouraging. 
    Carriers want DSLAMs with more than 16 ports to reduce the deployment costs from the basement or larger field cabinets. Speed matters to the marketing side of the company; AT&T's CEO believes he must offer a true gigabit to match cable. (They've been getting ~750 megabits with first generation chips. http://bit.ly/Calix16

*** Self-Healing Wi-Fi With ASSIA Real-Q 
Beyond-the-Box visibility and control extends quality-of-experience (QoE) beyond the gateway to the end-user device for every device in the home. Based on ASSIA technology, proven across 80 million subscribers http://bit.ly/2dj7FJk (ad)

Reverse Power 4 Port DSLAM for Australia http://bit.ly/NetcommRP
Australia is connecting 1M homes to G.fast, some with a Netcomm distribution point mini-DSLAM. It's a small unit designed for pole or pit mounting. It's waterproof, pressure proof, and temperature resistant. Their matching home modem is bittorrent friendly, with two USB ports for a hard drive dedicated to sharing.
     A reverse power unit at the customer, the NDD-0100-01, can save the cost of bringing power to the DSLAM. They don't expect many orders until the second half of 2018, as nbn is waiting for the second generation chips. Netcomm demonstrated RP with BT Openreach in August. http://bit.ly/NetcommRP

*** Sckipio's Three advances are taking G.fast to the next level.http://bit.ly/Sckipio (ad)

Australia Makes it Official: G.fast to Million Plus http://bit.ly/GFAussie
No news here. In September, 2015, I reported Australia's nbn Going G.fast. This June. I reported the million home fiber to the curb (kerb?) was beginning. Unfortunately, they are no closer to figuring out where to find the needed $10B to $20B to cover the cost overruns. Instead, the parties are battling in Parliament about who is to blame. http://bit.ly/GFAussie

2 Bonded 212 Lines = 3 Gigabitshttp://bit.ly/twobonded
Sckipio at BBWF is demonstrating 3 gigabits down, nearly a gigabit up, over two phone lines, bonded. Twice the bandwidth (212 MHz instead of 106 MHz) times two lines is fast. Sckipio does great demos; at CES, they showed G.fast first generation chips delivering almost 1 gig upstream.
    “Sckipio is pushing Gfast to astonishing speeds with production silicon,” CEO David Baum proclaims. Calix is using the SCK23000 chipset in their 48 port gig+ DSLAM at the show. http://bit.ly/twobonded

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