… Telecom equipment maker Ericsson is splitting its Networks unit into two pieces: Radio, and Cloud and IP. While the company says the new divisions will better support Ericsson’s growth strategy “as the market evolves with 5G,” the news came just a day after the company announced its first-quarter Networks revenues declined 13 percent from the previous year. Ericsson’s net sales for the quarter were SEK 47.5 billion ($7.2 billion), falling short of Wall Street’s projected SEK 52.2 billion ($7.9 billion).
… AT&T signed Amdocs and Juniper as the newest vendors joining the carrier’s User-Defined Network Cloud. (We’d noted this previously, alongside Juniper’s earnings report.) Integrated through AT&T’s WAN, the cloud is a project where AT&T hopes to make heavy use of NFV and SDN. Amdocs and Juniper join Affirmed Networks, Ericsson, Metaswitch, and Tail-f as part of the Domain 2.0 initiative, which aims to widen AT&T’s supplier base.
… April marked the first birthday of Nuage Networks, and the Alcatel-Lucent-funded startup took the occasion to recap its customer wins including the big data-center deal with Numergy and a product appraisal being conducted by NTT Communications Corp. Nuage also noted it conducted more than 30 successful trials in its inaugural year, “showcasing the industry’s rapid adoption of SDN.”
… Virtual tunnel endpoints (VTEPs) — the switches that work with VMware‘s NSX controller — have begun to ship. Ivan Pepelnjak provides a rundown on his IPSpace blog, citing Brocade, Arista, and Nuage as having shipped. Brocade was the first one he gleaned, and all three come with small caveats that he notes.
… Gigamon announced Ananda Rajagopal has joined the company as vice president of product management. Ananda comes from Brocade, where he most recently was VP of routing, product management, and strategy for data center switching and routing.
… Speaking of Gigamon, the network visibility company reported first-quarter earnings Thursday. As Gigamon had noted earlier in April, revenues were less than expected — $31.8 million — due to the cancellation of one order that would have amounted to 10 percent of the quarter’s sales. Gigamon shares were up 93 cents (6%) at $17.01 midday Friday — but that’s well down from a peak of $36.29 on March 20.