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[wizzkid211] 05/8/2020 20:14

Arm and Vodafone Take a Big Step Forward with Universal CPE
August 04, 2020
By: Eddie Ramirez, senior director of marketing, Infrastructure Line of Business, Arm

Customer Premises Equipment (CPE) has been ripe for innovation for years. Hundreds of millions of CPE devices such as network switches, Wi-Fi routers, and firewall appliances have been deployed at enterprise customers serviced by telco providers. While CPEs can rival servers in technical sophistication or performance requirements, these so-called black boxes differ from application servers or PCs when it comes to flexibility. Except for high-end models, most CPEs can only perform a select number of fixed functions.

In more recent times, the rise of software defined-everything, paired with virtualization and container technologies, has accelerated interest in a universal CPE (uCPE) that can be provisioned or reprogrammed. When used in tandem with network functions virtualization (NFV), uCPE reduces the number of devices needed to provision network services on a customer's footprint and reduces costs associated with installation, maintenance and support, offering the ability for customers to upgrade services without replacing hardware.

Arm has been driving innovation at the core of uCPEs to help lower the cost, improve energy efficiency and accelerate the performance of networking equipment, edge servers and other devices. Through platform initiatives such as ServerReady and Project Cassini, an ecosystem of Arm-based devices is ready to reshape the market. Arm-based uCPEs running cloud native software stacks can be scaled from four to 32 cores and provide enterprise grade connectivity services to a broad set of markets.

In an effort to prove these benefits can be achieved, Arm, NXP© Semiconductors, Telco Systems, and Vodafone have developed a proof of concept uCPE that supports multiple enterprise services such as SD-WAN, routing and firewall. The uCPE effectively combines the rock-solid reliability of CPEs with the ability to easily add or subtract services. Several applications were launched and tested on a hybrid virtualization and container platform from Telco Systems NFVTime. These solutions were tested on multiple Arm Neoverse-based processors, designed by NXP, demonstrating the ability to support real use cases with ever changing demands.

The uCPE was tested by Vodafone Group labs in the UK for both small/medium business and enterprise use-cases. This was the first time the group had shown a fully orchestrated mix of container and virtual machine-based network functions running on the same platform. The Vodafone team successfully deployed and managed VNF and CNF applications on a 35W (typical) system based on an efficient 4-core Arm Cortex-A72 processor. Following this success, on an 8-core Arm processor, they delivered an impressive 15 Gbps throughput of IMIX¹ traffic by offloading OVS to hardware acceleration blocks demonstrating the ability to handle demanding traffic requirements. Combined together, these results highlight this solution’s high performance and low carbon footprint.
Gavin Young

NXP Layerscape™ processors provide a unique advantage by including hardware acceleration blocks with the right balance of Arm core counts for this market, creating a substantial reduction in energy consumption and emissions.

In talks with Gavin Young, Head of Fixed Access Center of Excellence at Vodafone, he made it clear that this project is a major milestone toward a new way of deploying digital services.

Network operators can benefit from a solution that can scale from the smallest office or retail location all the way up to large national or regional offices while meeting stringent cost and performance objectives with a seamless, fully automated software. The flexibility of the platform helps support remote deployment and management of services across multiple verticals. There is possibility to disrupt costs associated with network services through the Arm ecosystem that offers multi-vendor solutions. We can effectively scale down the cost of deploying services while increasing system performance to levels not seen with other platforms.

Thanks to the Arm technology inside NXP’s Layerscape processors, we expect energy consumption, emissions, and operating costs to decline. Additionally, the Telco Systems platform complement’s the hardware efficiency by enabling a tightly integrated virtualization platform supporting a mix of containerized applications and NFV. Arm has already shown it can deliver the performance needed for uCPE in a new class of power efficiency not seen before, with Arm-based uCPE solutions operating at 35W typical power consumption or about one-third the power of alternative x86 uCPE systems. With a growing number of software partners, and early adopters such as Vodafone, Arm is showing the world it can deliver a flexible uCPE solution.

[fse] 05/8/2020 18:15

You are correct and that was one of the reasons for the re rating. They have developed everything in house and entered into business arrangements with other parties in exchange for a piece of the action. They have considerable value locked into their IP. It would be easier to value we’re the divisions to split.

[gerihatrick] 05/8/2020 17:44

BATM have never raised cash from shareholders so why should they start now? They have moved into partnerships with larger players in the scientific tests side but not from us. In that way there has been no dilution of equity. Please advise if I am wrong with the relevant details.

[car1pet] 05/8/2020 16:57

3m trades today - the trading game seems to buy at end of day and sell at lunchtime the following day. Need some positive newsflow on orders not POCs to lift the share price. Still not so long ago it was trading at 30p.

[boggy] 05/8/2020 14:06

Volume is up last few days with large sells being shown after hours, hopefully today won't follow suit. Disappointed that the price hasn't increased more, maybe States opening will push it up a bit?

[fse] 05/8/2020 14:03

Anyone paying some attention here should have been able to make a short term trade here.
We managed out at 135p back in at 108p with trading portion.
All in rather short order !
There has been a lot of Covid19 hype in here and hopefully we are losing some of that as it is not the main act just a useful introduction.

I posted news that Softbank are selling ARM.
Its unclear just exactly what that will mean for partnered entitiies.
Its hardly something that BATM can comment on but investors should follow the ARM news.

As far as BATM goes Zvi has already indicated that the 2 divisions will likely be split and 2 separate companies formed. Whilst they are still owned by the parent company I am assuming they will be tradable separately.
If this happens the sum of the 2 divisions will probably be more than the valuation under BATM combined. At the moment if you want to invest in the medical side you have to have Telco also and vice versa so this is a sensible move assuming its made.

ARM uCPE POC with Vodaphone impacts Telco with respect to NFVTime solutions and SOCS. What could get interesting here is the cyber security aspect and embedding into NFVTime.
One caveat here is that these are POC's and the revenue from this will not flow for a while yet. Still its a promising update.

There are a few IF's and's and maybe's here and Telco have been impacted by delays from Covid as already reported.

Edit: corrected the buy /sell to Stg. Have tightened up my trading range 105p to 135p from 85p to 125p after the positive ARM/VOD announcement.
Heres a link to better understanding 5G as it relates to private consumers. The main benefits to business and automated devices is still a couple of years out there.



Added: Here is the revised link to the ARM release if others were not working



From ARM news release "Additionally, the Telco Systems platform complement’s the hardware efficiency by enabling a tightly integrated virtualization platform supporting a mix of containerized applications and NFV"

[emeraldzebra] 05/8/2020 13:15

Still not clear - if they go down - why, he would be - er - 'larfing' when he has so many shares himself ? Would have guessed the very opposite.....

[wizzkid211] 05/8/2020 13:00

At Telco Systems, we are experiencing this upward momentum as our NFVTime uCPE solution is adopted by service providers

[paulisi] 05/8/2020 12:13

Twitter feed posting some interesting posts.Comment from Zvi on proactive investorsWe look forward to reporting progress with this project as well as the other proof-of-concepts taking place currently", he added.Should be interesting to see if there is more info in the interim results.

[doccash] 05/8/2020 10:01

hxxps://androidcommunity.com/samsung-thinking-of-becoming-a-stakeholder-acquiring-arm-20200804/

For interest

[wizzkid211] 05/8/2020 09:29

SCOBLE2 Remember HUAWEI are out of the game!

[paulisi] 05/8/2020 09:29

Wait for the contract announcement and roll out to other telecoms....

[doccash] 05/8/2020 09:26

But homeboy assured us Zvi was having a big old laff at us lot.

[scoble2] 05/8/2020 09:21

This technology is compatible with 5g the share price will go over the roof.

[paulisi] 05/8/2020 09:16

I missed that as well.Another huge potential revenue stream.Hopefully we will see an RNS with contract announcement with Vodaphone.

[wizzkid211] 05/8/2020 09:08

its all about ARM, NXP and corona...and then the fat lady will sing

[steeplejack] 05/8/2020 08:49

I doubt we'll be seeing homeboy today.

[rawdeal1] 05/8/2020 08:41

"I don't know why this wasn't reported at 07.00!!" ...... possibly to catch out the shorters :)) ... hope so. I suspect lots of shorts closed PDQ ... + others jumping on for another ride. Then you have the investors.

[sandy789] 05/8/2020 08:39

Well done to all of you who had the faith to buy at sub 110 despite all the bearish chatter going on. I am overweight on these so didn't.

[2toptrader] 05/8/2020 08:34

The pullback should be over, now.
Dr Zvi Marom is trying to tell Mr Market that it's not all about covid-19.

[reeltime] 05/8/2020 08:21

boggy...I don't know why this wasn't reported at 07.00!!

[boggy] 05/8/2020 08:18

Reeltime, you beat me to it! nearly missed this with them not announcing at 7am - hopefully this will start to take us back up :)