TelecomTV TelecomTV
  • News
  • Videos
  • Channels
  • Events
  • Directory
  • Smart Studio
  • Surveys
  • Debates
  • Perspectives
  • DSP Leaders World Forum
  • DSP Leaders
  • Great Telco Debate
    • |
    • Follow
    • |
    • Subscribe
  • |
  • More
  • Webcasts
  • Surveys
  • Debates
  • Perspectives
  • Great Telco Debate
  • |
  • Follow TelecomTV
  • |
    • Subscribe
    • |
  • About
  • Privacy
  • Help
  • Contact
  • Follow TelecomTV
  • About
  • Privacy
  • Help
  • Contact
  • Sign In Register Subscribe
    • Subscribe
    • Sign In
    • Register
  • Search

Data Centres

Data Centres

What’s up with… Intel, Mellanox, FCC, Telefónica

TelecomTV Staff
By TelecomTV Staff

Apr 24, 2020

Intel headquarters (picture courtesy of Intel)

Intel headquarters (picture courtesy of Intel)

  • Intel’s fab first quarter
  • Mellanox gives NVIDIA a present
  • FCC’s 6GHz ruling a boost for Wi-Fi
  • Telefónica linked to towers deal

Here’s what caught our eye on the wires today:

 

  • Intel reported a 23% year-on-year leap in first quarter revenues, to $19.8 billion, a 69% increase in operating profit to $7 billion and a 42% leap in net profit to $5.7 billion, all of which was better than financial analysts had expected. The chip giant’s Data Center Group had a particularly good quarter, with sales up by 43% to $7 billion. While providing a financial forecast for the second quarter (expected revenues of $18.5 billion), Intel declined to provide full year guidance due to the “significant economic uncertainty.” The full financial details can be found in this press release. 

 

  • Ethernet and InfiniBand components vendor Mellanox reported a stellar first quarter, with revenues up by 40% year-on-year to $429 million and operating income more than doubling to $102.3 million. The news will put a smile on the face of execs at NVIDIA, which has just received clearance to complete its Mellanox: The $6.9 billion deal is expected to close early next week. For more details, see this announcement. 

 

  • The FCC, as we anticipated, has made the whole 6GHz band available for unlicensed use in the US. That means next generation Wi-Fi gets a major leg-up, but so too might LTE and 5G, the public-spectrum versions of which will also have access. However, there’s no doubt that the Wi-Fi community counts the FCC’s decision, which was opposed by US telco industry body the CTIA, as a major victory. Taken together with the considerable upswing in Wi-Fi usage experienced through the lockdown, it looks likely to set Wi-Fi up for a burst of growth. However, this is no overnight fix: Experts caution that it will still take some time for next gen Wi-Fi devices to be fitted out with appropriate antennas and speedy chipsets. 

 

  • Telefónica is reported to be lining up a deal to sell its tower assets in Germany to Telxius for €1.5 billion, though it should be noted the telco giant is the majority owner (just over 50%) in Telxius, a joint venture it set up a few years ago with private equity fund KKR and Spanish investment fund Pontegadea. News of a potential deal comes on the heels of other European towers M&A action in Italy and the UK. 

 

  • In France, Bouygues Telecom has teamed up with Vauban Infrastructure Partners to help co-finance the construction of fiber-to-the-home infrastructure in “moderately dense areas.” The partners are committing more than €1 billion during the next four years to the fiber line construction, which is being undertaken by Orange. For more details, see this announcement.

 

  • China Telecom reported 16.6 million 5G customers as of 31 March, up from 4.6 million at the end of 2019. The operator has about 337 million mobile customers in total. The numbers were included in its first quarter financial report, which you can read in full here. 

 

  • Industry analyst Patrick Donegan has highlighted the importance of two new open standards, STIX and TAXII 2.1, to security specialists that need to organize and share vital threat intelligence information. “Threat intelligence sharing is one of the aspects of cyber security that most needs improving,” notes Donegan in a new report that can be downloaded here.   

 

  • The staff, TelecomTV

************************************

 

We want to hear from you!

Take part in our 5G and Security survey and receive a free copy of the downloadable report ahead of general release.

Related Topics
  • 4G LTE,
  • 5G,
  • Access Evolution,
  • Analysis & Opinion,
  • Asia-Pacific,
  • Bouygues Telecom,
  • Broadband,
  • China Telecom,
  • Cloud,
  • Data Centres,
  • Digital Platforms & Services,
  • Europe,
  • FCC,
  • FTTx,
  • Global,
  • Intel,
  • News,
  • North America,
  • Policy & Regulation,
  • Security,
  • Spectrum,
  • Standards,
  • Telco & CSP,
  • Telecoms Vendors & OEMs,
  • Telefónica,
  • Wi-Fi

More Like This

Digital Platforms & Services

Digital Realty lays out industry manifesto for enabling connected data communities

Mar 4, 2021

5G

What’s up with… Marvell + Fujitsu, Telefónica, Equinix

Feb 25, 2021

Sustainability

IBM Commits To Net Zero Greenhouse Gas Emissions By 2030

Feb 21, 2021

Security

The Quad Tech Network aims to ensure that the Digital Indo-Pacific is "free, open and trusted"

Feb 9, 2021

Digital Platforms & Services

Now cloud market leader AWS needs a new chief

Feb 3, 2021

Email Newsletters

Stay up to date with the latest industry developments: sign up to receive TelecomTV's top news and videos plus exclusive subscriber-only content direct to your inbox – including our daily news briefing and weekly wrap.

Subscribe

Top Picks

Highlights of our content from across TelecomTV today

18:24

How Zoom evolved in the pandemic era

26:24

Red Hat and HPE discuss how to support open multi-vendor 5G network slices

14:28

How RADCOM is helping Rakuten Mobile run its innovative 5G network

8:33

Monetizing innovative telco edge services

  • TelecomTV
  • Decisive Media

TelecomTV is produced by the team at Decisive Media

Menu
  • News
  • Videos
  • Channels
  • Directory
  • Smart Studio
 
  • Surveys
  • Debates
  • Perspectives
  • Events
  • About Us
Our Brands
  • TelecomTV Tracker
  • TelecomTV Perspectives
  • DSP Leaders
  • DSP Leaders World Forum
  • The Great Telco Debate
Get In Touch
[email protected]
+44 (0) 207 448 1070

Request a Media Pack

Follow
  • © Decisive Media Limited 2021. All rights reserved. All brands and products are the trademarks of their respective holder(s).
  • Privacy
  • Terms
  • Legal Notices