August 2007

Octasic 2Q07 update

Tue, 2007-08-28 07:34 — Faisal Kawoosa

VoIP silicon maker Octasic had a great quarter with revenues up by 50% compared to 1Q'07. Octasic had estimated revenues in the range of $6-8 million in the quarter. Asia-Pac generated around 55% of the companyâ€™s revenues. China alone contributed...

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Lattice Semiconductor 2Q07 update

Tue, 2007-08-28 07:49 — Faisal Kawoosa

â€¢ Company revenues for 2Qâ€™07 were $59.2 million, up by 2% compared to previous quarter. Communications Chip revenue was around $30 million â€¢ Device wise revenues were FPGA $13.5 million and PLD $45.7 million. FPGA showed an increase of 14%...

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Trends in Session Border Controller revenues

Tue, 2007-08-28 09:39 — JR

The SBC segment has also felt the pinch, it seems. The slight bit of slowdown we have seen since late last year in VoIP market seems to have trickled through the - otherwise hot - SBC segment. Up until...

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Comcast 2Q07 VoIP update

Wed, 2007-08-29 18:45 — JR

â€¢ Added 671,000 VoIP subscribers during the quarter and surpassed 3 million VoIP subscribers â€¢ During the six months ended June 30, 2007, the company added approximately 1.2 million VoIP subscribers. â€¢ 3 million represents 8% penetration of the total...

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Broadsoft 2Q07 update

Wed, 2007-08-29 18:48 — JR

Continued strength in IMS deployments. BroadSoft witnessed a lot of interest in FMC from carriers during the quarter Cable business: growing success with cable operators. In North America, announced Cox so far; other cable operators in the US in various...

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2.23 million licences of pure IP PBX sold in 2Q07

Thu, 2007-08-30 13:24 — JR

Over 2.23 million IP-only PBX lines were sold in 2Q07 generating revenues of over $208 million during the quarter. Cisco was the overall market leader. Among the non-Cisco shipments in the category, Mitel emerged leader with 42% market share, followed...

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Interview with Gideon Wertheizer, CEO, CEVA

Thu, 2007-08-30 14:03 — Faisal Kawoosa

What changes have you seen in the customer demands related to chip features over the last couple of years and what is CEVA doing to address those demands? With the triple play and quadruple play, there will be demand to...

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Cablevision and Cox 2Q07 VoIP update

Fri, 2007-08-31 12:23 — JR

Cablevision â€¢ 1.4 million VoIP subscribers as of 2Q07 â€¢ Added about 1 million new VoIP subscribers during the quarter â€¢ $128 million revenue from VoIP during the quarter...

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BT FMC flat at 40k

Thu, 2007-08-23 18:58 — JR

BT is not going anywhere with its residential FMC service. And this, according to some, has to do with perception. People do not think of BT as leader in mobile services. Those who subscribed to the FMC service or were...

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EPON works just fine

Thu, 2007-08-23 12:37 — Faisal Kawoosa

Our upcoming quarterly update on communication chips reveals that EPON is selling much more than GPON. Apparently GPON is not so hip among the carriers. EPON is integration of Ethernet with PON and carriers are already familiar with Ethernet. On...

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