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[fse] 26/2/2018 14:37

Telco Systems Adds Marvell ARMADA 8040 to its Arm-based uCPE Ecosystem

26/02/2018 12:15pm
PR Newswire (US)

BATM Advanced Communications (LSE:BVC)
Intraday Stock Chart
Today : Monday 26 February 2018

Click Here for more BATM Advanced Communications Charts.
MANSFIELD, Massachusetts, February 26, 2018 /PRNewswire/ --

Telco Systems, the leading provider of innovative SDN/NFV, CE 2.0, MPLS and IP solutions, today announced that the company has added the Marvell® ARMADA® 8040 system-on-chip (SoC) from CyberTAN to its white box offerings in its growing ecosystem of Arm®-based uCPE solutions.

As part of the collaboration among Telco Systems, Arm and Marvell, the companies are offering a high performance uCPE solution in which Telco Systems' NFVTime NFVi-OS will power the Marvell ARMADA 8040 SoC integrated on the CyberTAN white box.

NFVTime is an advanced NFVi-OS that can turn any white box appliance into an open, carrier-class uCPE solution. NFVTime comes with a broad portfolio of tested and certified VNFs, including
SD-WAN, vRouter, vFirewall, vProbe, vSecurity and more, that are centrally managed and orchestrated by either Telco Systems' uCPE manager or any other MANO solution. NFVTime can run on both Intel x86 and Arm architectures, seamlessly giving service providers the freedom to choose any hardware and any VNF.

The CyberTAN white box platform is comprised of several key Marvell technologies that bring an integrated solution designed to enable significant hardware cost savings. The platform incorporates the power-efficient Marvell ARMADA 8040 SoC based on the Arm Cortex®-A72 quad-core processor, with up to 2GHz CPU clock speed, and Marvell E6390x Link Street® Ethernet switch. The Marvell Ethernet switch supports 10G uplink and 8 x 1GbE ports along with integrated PHYs, four of which are auto-media GbE ports (combo ports).

In addition, the uCPE platform supports Mini PCI Express (mPCIe) expansion slots that can enable Marvell advanced 11ac/11ax Wi-Fi or additional wired/wireless connectivity, up to 16GB DDR4 DIMM, 2 x M.2 SATA, one SATA and eMMC options for storage, SD and USB expansion slots for additional storage or other wired/wireless connectivity such as LTE.

This joint offering meets the ongoing market requirement for additional high performance options for telcos and managed service providers to select the appropriate hardware architecture for their specific operational and business requirements.

"As the build-out of edge computing systems continues to grow across multiple industries, there is a significant need in the ecosystem for cost-effective, power-efficient solutions that meet the requirements that edge computing deployments demand," said Chris Koopmans, Executive Vice President, Networking and Connectivity at Marvell. "We are pleased to be collaborating with Telco Systems and Arm to introduce a high performance uCPE solution that we believe will bring the compute power, efficiency and flexibility to support the successful launch of NFV services for edge computing applications."

"We see uCPE as a key area in enabling compute at the edge, and one where Arm can show a real technology advantage," said Drew Henry, Senior Vice President and General Manager, Infrastructure Business Unit, Arm. "Telco Systems and its underlying technology are an important contribution to this market, enabling uCPE solutions for service providers and enterprises. Adding Marvell to the NFVTime ecosystem is an important step in enhancing the overall Arm-based uCPE ecosystem."

"We are proud to continue to lead the market in developing innovative solutions for our customers to accelerate their NFV deployments using NFVTime in a truly multivendor environment," said Raanan Tzemach, Vice President of Product Management and Marketing at Telco Systems. "Marvell is a great addition to our ecosystem and will be an important contribution for meeting the market demand for additional high performance hardware options."

Telco Systems and Marvell will be demonstrating this joint uCPE offering at the Mobile World Congress in Barcelona from February 26 to March 1 at Arm's booth in Hall 6, Stand 6E30.

[wizzkid211] 26/2/2018 13:00

hxxp://www.telco.com/index.php?page=press-releases&article=420

[fse] 25/2/2018 16:20

Lanner would be the second major Taiwan provider to use NFVTime. We had this announcement back in May of last year.
This is from Advantech website ...

" The partnership between Telco Systems and Advantech enables the rapid deployment of Telco Systems’ NFVTime open vCPE across a range of Advantech white box appliances."

[fse] 23/2/2018 15:36

The MWC in Barcelona is a major event. Plans for 5G networks will be shown along with numerous partnership tie ups that Telco systems will be a part of. Its difficult to underestimate the impact that 5G is going to have.This is groundbreaking stuff and we could well see further developments from this event.

[reeltime] 22/2/2018 22:48

Press Releases
Lanner Teams up with Telco Systems to Accelerate NFV Deployments
Feb 22, 2018

Two companies introduce high performance, pre-validated joint uCPE offering

NEW TAIPEI CITY, TAIWAN and MANSFIELD, MA, February 22, 2017 — Lanner, a leading global supplier in network communication platforms, today announced that the company is partnering with Telco Systems, the leading provider of innovative SDN/NFV, CE 2.0, MPLS and IP solutions, to accelerate NFV service deployments.

As part of the collaboration between the two companies, Lanner is working with Telco Systems and its NFVTime ecosystem partners to supply pre-validated and interoperable uCPE white boxes as turnkey solutions for telecom equipment manufacturers and service providers.

Lanner provides a full package of Intel®x86 desktop and rackmount appliances, including Intel® Atom™, Core™ and Xeon® processors. Lanner uCPE appliances are optimized for SD-WAN and SD-Security applications and are built with an open architecture for wide compatibility. All Lanner uCPE appliance feature multi-core CPUs for running multiple VNFs, hardware acceleration engines, such as DPDK, Intel QuickAssist, AES-NI and SR-IOV, rich LAN port configurations, including both RJ-45, SFP and SFP+ ports, and wireless connectivity with Wi-Fi/LTE.

By making Telco Systems’ NFVTime uCPE software available on Lanner’s white box appliances, service providers can benefit from a high performance solution with a small system footprint.

NFVTime is an advanced NFVi-OS that can turn any white box appliance into an open, carrier-class uCPE solution. NFVTime comes with a broad portfolio of tested and certified VNFs, including SD-WAN, vRouter, vFirewall, vProbe, vSecurity and more, that are centrally managed and orchestrated by either Telco Systems’ uCPE manager or any other MANO solution. NFVTime can run on both Intel x86 and Arm architectures, seamlessly giving service providers the freedom to choose any hardware and any VNF.

“Roll-outing the new SD-WAN and other NFV services in open standard architecture involves comprehensive validation and integration from hardware and software,” said Jeans Tseng, Vice President of Telecom Applications at Lanner. “Lanner uCPE white box devices are now pre-validated with the innovative NFVTime solution from Telco Systems, providing an end-to-end NFV service deployment environment optimized for SD-WAN, SD-security, QoS and other VNF applications.”

“We have designed our NFVTime OS to run any VNF on any hardware architecture to meet ongoing market demands to support high performance, multi-technology options,” said Raanan Tzemach, Vice President of Product Management and Marketing at Telco Systems. “Lanner is clearly a leading provider of high performance white box appliance innovation and we are pleased to be working with the company to expand our uCPE solution portfolio,”

The two companies report that they are already jointly engaged in several significant opportunities across the NFV space.

Lanner will be showcasing its joint uCPE offering with Telco Systems along with its portfolio of next generation uCPE appliances at the upcoming Mobile World Congress in Barcelona on February 26 to March 1. Lanner will be exhibiting at MWC 2018 in booth 7E2 in Hall 7.

[fse] 21/2/2018 16:29

Look at the date of this release......
note....." The T-Marc 3348S is optimized to fit new mobile backhaul architectures, including small cells, and is 5G ready."

MANSFIELD, MA, May 15th, 2014 – Telco Systems, a BATM company (LSE: BVC, TASE: BATM) and a leading provider of innovative SDN & NFV ready solutions and CE 2.0 multi-service Carrier Ethernet and MPLS edge access solutions for mobile backhaul, business Ethernet services and cloud networking, announced today that TMC, a global, integrated media company, has named Telco Systems’ T-Marc 3348S as a 2014 Mobility Tech Zone Product of the Year Award winner.

The awards are presented by Mobility Tech Zone, an online resource for the mobile broadband industry, sponsored by TMC and Crossfire Media. Mobility Tech Zone Product of the Year Awards honor the development of technologies geared toward the evolution of a 4G, all IP, wireless network, including products, services, architecture and infrastructure, delivery, and applications.

Telco Systems' T-Marc 3348S is a true 10GE demarcation Ethernet/MPLS network interface device (NID) – a leap forward in 10GE Carrier Ethernet and MPLS service delivery for service providers and mobile operators. The T-Marc 3348S providers enhanced OAM, high availability, resiliency and time synchronization combined with low power consumption and an ultra-small footprint to reduce operating expenditures. It has embedded support for both Carrier Ethernet and IP/MPLS transport at no additional cost, and can future proof networks both from a technology and capacity standpoint. The T-Marc 3348S is optimized to fit new mobile backhaul architectures, including small cells, and is 5G ready.

[fse] 21/2/2018 16:25

Interesting article in CNN on 5G
As 5G is rolled out, The consequences for Telco providers and manufacturers/developers like BATM Telco are far wider reaching than home entertainment, business comms, mobile phones.

Slightly OT but it does highlight the incredibly fast pace that this market sector is moving at.

[gerihatrick] 21/2/2018 09:54

all I can say is that he looked very perky and optimistic for the future. The focus at the AGM was telco/cyber but it would appear they are firing on all cylinders.

[fse] 20/2/2018 22:27

I agree Zvi seemed to dismiss splitting up the companies for the time being. He did highlight the value of the company's IT staff. Its also to BATM credit that through the rough periods they did not cut back their R&D budget.
A lot of what BATM are working on is software related so staff could easily be moved around.
Still Paulisi is correct we did conjecture that they would sell off part of the company or break them up. I found Zvi remarks interesting and a lot of reading between the lines !

[gclark] 20/2/2018 20:30

I'm not sure paulisi. I got the view that he regarded the core IT and R&D of BATM was needed for both parts, and both parts benefited from this division together, emphasising the synergies. Maybe for the time-being anyway.

[paulisi] 20/2/2018 19:57

Interesting interview. As some have predicted, it seems only a matter of time before the company splits in two.
I think that Zvi's more interested in the IT division and the potential.

[brucie5] 20/2/2018 15:29

Meant to add, from a chart pov, we're either looking at a multiple top, which seems unlikely, or base for breakout, with, as I see it, 26p being the crucial platform for any sustained b/o. Let's see where today's retrace takes us. I doubt many will be selling at this stage, so it will take new buyers.

[owenski] 19/2/2018 21:16

Results commentary.

[jbarcroftr] 19/2/2018 18:10

Sorry wrong figures
6p

[jbarcroftr] 19/2/2018 17:56

Must have close to 10p cash now

[fse] 19/2/2018 17:31

BATM raises guidance after strong second half in 2017
Share
10:48 19 Feb 2018
House broker Shore Capital cranked up its estimates for this year and said it believes there is scope for further revenue and profits improvements
Cyber-security
The Networking & Cyber division generated significantly better-than-expected sales
After a strong second-half performance, BATM Advanced Communications Limited (LON:BVC) expects full-year revenue to be significantly ahead of market expectations.

The provider of real-time technologies for networking solutions and medical laboratory systems expects revenue for 2017 to be around US$106mln, which would represent year-on-year growth of 17%.

READ: BATM establishes telecom partnerships for network virtualisation market estimated at US$200mln

Underlying earnings, or EBITDA, are expected to be around US$7.0mln, up from US$2.8mln in 2017, although the group pointed out that the 2017 EBITDA figure was boosted by roughly US$5.6mln of profits from a property disposal, compared to the preceding year when it pocketed a profit of around US$2.8mln from another property disposal.

The increase in revenue was driven by growth in both of the group's divisions, BATM said.

The Networking & Cyber division generated significantly better-than-expected sales largely due to growth in the group's existing information and communications technology (ICT) services and solutions business as well as its success in implementing its strategy to leverage the telecom industry transition from hardware to network function virtualisation (NFV) and software-defined networking (SDN).

READ: BATM bags fourth cyber-communication government contract

Revenue growth in the Bio-Medical division was driven by stronger sales in the distribution unit, mostly based on diagnostic and molecular biology products and services.

“The importance of this update, in our view, is what it implies for the trading performance going into the current year, in particular higher revenues from recent published contract success across the group with positive operating leverage beginning to come through,” said Shore Capital, the company’s house broker.

The broker has upgraded its expectations for 2018 accordingly, noting that “investors will welcome this significant trading improvement after the last few years of strategic development from BATM”.

It has bumped up its revenue forecast by 9% to US$110mln while its underlying earnings (EBTIDA) estimate has been increased from US$2.8mln to US$3.9mln – an increase of 39%.

Adjusted earnings per share are now forecast to be 0.25 cents versus 0.07 cents previously.

“With BATM’s intellectual property set configured to tackle real world challenges in its specialist markets, we believe that the scope for further revenue and profit improvement is significant,” the broker said.

Shares in BATM were up 8.2% at 26.5p on Monday morning.

[fse] 19/2/2018 15:59

The correlation between revenue earnings and the share price are very clear over the longer period. The share price has languished for good reason. If the company manage to build on 2017 then we could well see SP's in the 40p to 44p range sometime in 2018. all IMO

2002. 48M
2003. 37M (SP @13p)
2004. 41M
2005. 56M
2006. 73M
2007. 97M
2008. 134M (SP @60p)
2009. 135M (SP @60p)
2010. 121M
2011. 111M
2012. 113M
2013. 114M
2014. 109M
2015. 97M
2016. 90M (SP @18p)
2017 est. 106M

[fse] 19/2/2018 15:27

Update Results anticipation are a welcome improvement or recovery and were expected.
The company will report year end revenue @106M which is above the 90.4M (2016) and similar to 2014 but behind 2013.
The earnings before taxes etc bother me as they include the profits from the disposal of real property so are not that great. Year end accounts may shed some light on this.
These are nevertheless "lagging" indicators and are a report on last years business, so we can realistically hope that 2018 will see the trend continue (given recent announcements)

Telco has bounced back and ought to get more traction through the coming year with the numerous partnerships they have set up, they are also selling into a changing dynamic for the telecom world. 2018 is probably the first year that we will see real revenue growth not just catch up.

Security is a promising field and the company are seeing some success here which again ought to translate into serious revenue growth going forwards.

The medical business has been drifting along and we should get a better update here with year end statements.

This update is a "getting back on track report" Its what they really ought to be able to have done.
Revenue has finished sliding and is now back to growth over previous year.

What is to like is that they have re focussed the company, they have not had to go to shareholders to achieve this. Thats an impressive point that the markets have not picked up on.

[mr hangman] 19/2/2018 09:29

Will be interesting what Simon Thompson has to say latter this week

[cumnor] 19/2/2018 08:49

Exactly the kind of results a US security minded predator (sweet spot at present) would like-great outlook, growing revenue and still a snippet before revenue starts to translate into big profits. Can see them splitting the two businesses (tech/security and medical) and spinning off the medical. Pleased with results. Market will catch on eventually. imo

[rawdeal1] 19/2/2018 08:22

Youzza ..... ! But to be fair .... this writing was already on the wall.

[wizzkid211] 19/2/2018 07:50

after 18 years a bit of light...! more to come.

[paleje] 19/2/2018 07:44

Nicely up on Shore Capital's forecast.

[wizzkid211] 19/2/2018 07:19

LEI: 213800FLQUB9J289RU66



19 February 2018



BATM Advanced Communications Limited

("BATM" or "the Group")



Trading Update

FY 2017 results expected to be ahead of market expectations



BATM Advanced Communications Limited (LSE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, provides the following update on trading for the year ended 31 December 2017 ahead of the publication of the Group's full year 2017 results on 5 March 2018.



The Group had a very successful second half of the year with both of its divisions gaining new customers, securing new contracts and expanding into new territories. As a result, the Group expects to report revenue for the year ended 31 December 2017 significantly ahead of market expectations at approximately $106m, representing year-on-year growth of approximately 17%. The Group also expects to report EBITDA of approximately $7.0m (2016: $2.8m). The 2017 EBITDA includes the benefit of profits on disposal of a wholly-owned building in December 2017 of approximately $5.6m (2016 EBITDA of $2.8m included the benefit of profits on disposal of another building of approximately $3.1m).



The increase in revenue was driven by growth in both of the Group's divisions. The Networking & Cyber division generated significantly better-than-expected sales largely due to growth in the Group's existing ICT services and solutions business as well as its success in implementing its strategy to leverage the telecom industry transition from hardware to Network Function Virtualisation ("NFV") and Software-Defined Networking ("SDN"). During the period, as previously announced, the Group established partnerships with a number of leading telecoms and semiconductor companies such as NXP and ARM, with the respective partners offering joint solutions for NFV/SDN. Revenue growth in the Bio-Medical division was driven by stronger sales in the distribution unit, mostly based on diagnostic and molecular biology products and services.



Further details will be provided in the Group's full year results announcement on 5 March 2018.