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● Cisco and Nvidia plan an open specification for next-generation pluggable optics.
● Second quarter revenue was about $1.12 billion, up roughly 36% from a year earlier.
● Microsoft reports fiscal first-quarter results on October 28 with Azure revenue expected in dollars.
● Oracle says its primary power plan, a Bloom Energy fuel cell microgrid, is unchanged.
● The third quarter earnings release is the next major scheduled event.
● Second quarter revenue of about $3.58 billion rose roughly 34% on 32% volume growth.
● Coverage described a sixth straight earnings beat and a higher full-year earnings per share range.
● The report follows Verizon on October 26 and AT&T on October 21.
● The companies have not said who will own and operate the London fleet.
● Results beat estimates on wireless growth, led by sharply higher postpaid phone additions.
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