Gfast map

gfast map copy

 

Dark Blue: 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 Blue: Smaller carriers in Germany, Norway, Finland, Japan

Light Blue: Incumbent likely:  France, Germany, Italy

Finally! Amendment 3 uses 212 MHz of spectrum for twice the speed, up to two gigabits including upstream and downstream. Most G.fast deployments are very close, including from the basement. So customers should be able to get close to the peak speed.

(Remember: G.fast can switch bandwidth between upstream and downstream. Usually but not always, most is used for downstream.)

Australia's NBN is (finally) switching to G.fast from VDSL, which has not been delivering the promised 100 megabits. It wasn't the fault of the VDSL technology, which could have delivered a consistent 100. NBN, 5-10 billion dollars over budget, didn't put in enough field terminals.

In other news from Adtran, two key customers. Deutsche Telekom and (I believe) Telmex, have been consistently ordering. Century seems to be back in a small way. The CAF money to the smaller telcos has been coming in. They are hopeful at Verizon, where they are still in the labs.

I'm glad to see Adtran's stock is up 40% from recent, five-year lows. Century, a key customer, has obliterated investment in most of its network, driving down Adtran's sales and pushing them to a loss. They've continued to invest in the Mosaic SDN system and building cable relationship. They have brought the price of 10 gig hardware so close to the GPON price they expect many, perhaps most, to switch to 10G in the next two years. (I've previously reported that  is the plan at Bell Canada.)

Here are the G.fast details from the investor call. (Seeking Alpha) 

To that end ADTRAN has announced commercial availability of the world's first second-generation G.Fast products and interest in G.Fast is largely driven by network operators leveraging this technology within their fiber to the distribution points and fiber to the basement deployment footprints.

ADTRAN is the first broadband access supplier to deliver G.Fast solutions that conform with Amendment Three of the ITU G.Fast Standard, which doubles the usable spectrum from 106 megahertz to 212 megahertz. With amendment three G.Fast is now capable of providing an aggregate bandwidth of two gigabits per second, delivering fiber like speeds for multi dwelling units and other applications which require leveraging existing the phone or cable television wiring infrastructure.

Deployment of ADTRAN’s G.Fast solutions are already underway in Tier-1 network in North America, Europe, Australia and the Middle East as network operators look to complement fiber to the home deployment to deliver gigabit services network wide.

We are pleased to announce during the quarter that ADTRAN's market-leading G.Fast solutions are one of the key enablers to NBN's nationwide rollout of its fiber to the current network. We have successfully helped NBN defined design and build this next generation fiber network and we are pleased to have been able to contribute in such a meaningful way.

ADTRAN to-date has shipped hundreds of thousands of gigabit capable G.Fast ports to our customers and this technology addresses a wide range of applications to advanced gigabit services delivery around the globe.