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Overview
DZS Inc. (DZSI) is a global provider specializing in network access solutions, optical networking, and cloud software management systems. The company offers a comprehensive suite of broadband products including customer premise equipment for digital subscriber lines, ethernet access demarcation devices, and advanced optical network terminals designed for GPON and 10G point-to-point active ethernet environments. Its offerings incorporate industry-specific technologies such as coherent optics and AI-driven cloud software solutions, serving a wide array of service providers and enterprise networks across North America, Latin America, Europe, the Middle East, Africa, Korea, and Asia Pacific regions.
Products and Technologies
DZS has developed an extensive product portfolio that caters to both last-mile broadband access and central office networking. The company’s solutions include:
- Broadband Access Products: Customer premise equipment like DSL modems, ethernet demarcation devices, and optical network terminals.
- Central Office Equipment: Broadband loop carriers, DSL access multiplexers (DSLAMs), and optical line terminals designed for passive optical networks.
- Advanced Optical Networking: Integration of technologies such as gigabit passive optical networks and point-to-point active ethernet which are essential for achieving high capacity, low latency, and cost-effective network infrastructures.
- Innovative Mobile and Enterprise Solutions: Compact and environmentally hardened solutions exemplified in products like the Saber 2200, which supports coherent optics and integrates low latency Layer 2 switching to address the dynamic transport bandwidth requirements for 4G, 5G, hybrid, and enterprise networks.
- Cloud Software and AI Solutions: Software-defined networking and AI-driven cloud management systems that facilitate efficient network operation and intelligent connectivity solutions at the network edge.
Global Operations and Market Position
DZS operates on a global scale, delivering its solutions to a diverse customer base that spans established telecommunications markets and emerging regions. The company’s strategic focus on integrating broadband networking hardware with cloud-based software solutions has positioned it as a key player in environments that demand agility, scalability, and technical sophistication.
Business Model and Revenue Generation
The business model of DZS revolves around the design, manufacture, and sale of high-performance network access and optical connectivity equipment. Revenue is generated through direct sales, long-term service contracts, and licensing of its innovative software platforms. The company’s approach is characterized by continued investment in research and development, ensuring that its product and technology offerings remain at the forefront of the telecommunications industry. This commitment has facilitated partnerships, strategic acquisitions, and technology integration efforts that have broadened its market reach and enhanced its technical capabilities.
Industry Dynamics and Competitive Differentiation
DZS differentiates itself by combining robust hardware solutions with cloud software management, addressing complex network needs with methodologies that emphasize low latency, energy efficiency, and scalability. Its portfolio is designed to meet the evolving demands of modern broadband networks, particularly in environments where the rapid deployment of 4G/5G and beyond is critical. By integrating advanced features such as coherent optical support, eCPRI/CPRI transport, and Grand Master Timing capabilities, DZS not only provides high quality connectivity but also creates efficiencies that enable cost-effective network expansions. This technical depth and strategic positioning serve as key differentiators in a competitive telecommunications landscape that features several established players.
DZS Inc. (NASDAQ: DZSI), a leader in broadband and communications software, will release Q1 2022 financial results on May 2, 2022, after market close. A conference call to discuss the results is set for May 3, 2022, at 10:00 a.m. ET. Investors can join by dialing in or via a webcast link. The DZS Horizons22 Investor Day is scheduled for May 12, 2022, at 9:30 a.m. ET, and will also be broadcast live. More information can be found on the DZS Investor Relations website.
DZS (Nasdaq: DZSI) announced its participation in Open RAN World 2022 in Berlin from April 26-28, 2022, highlighting its industry-first Open RAN solutions. Rick Wank, DZS Director of Product Management, will speak on fronthaul technology and 5G slicing during a panel on April 28. DZS also showcases its DZS Chronos Mobile & Optical Edge solutions, essential for major O-RAN deployments, including Rakuten Mobile. The event focuses on modernizing RAN environments to enhance 5G networks, featuring discussions on technology innovations and global deployments.
DZS to Highlight Service Orchestration at CableLabs Forum
DALLAS, April 18, 2022 - DZS (Nasdaq: DZSI) will participate in the CableLabs Envision Vendor Forum on April 19-20, 2022. Rene Tio, VP of Product Management at DZS Cloud, will discuss 'Enabling Convergence Through Service Orchestration' on April 19 from 10:50 a.m. MDT. The session will cover how service orchestration facilitates fixed-mobile convergence and its role in network infrastructure innovations, including 5G and O-RAN technologies. The event aims to showcase advancements in mobile and wireline convergence for improved network services.
DZS (Nasdaq: DZSI) received the Infrastructure of the Year award from The Asian Business Review for its collaboration with Rakuten Mobile. This recognition highlights DZS's role in deploying the first fully virtualized, cloud-native O-RAN mobile network in Japan, supporting over 5 million subscribers. DZS's Chronos Mobile & Optical Edge solutions are central to managing 4G and 5G traffic, showcasing the company's commitment to innovation and interoperability in mobile networks.
DZS (Nasdaq: DZSI) has been recognized by the Asian Business Review for its innovative contributions to Rakuten Mobile's pioneering O-RAN mobile network, winning the Infrastructure of the Year award at the Asian Telecom Awards 2022. This award underscores the success of DZS Chronos Mobile & Optical Edge solutions in managing 4G and 5G traffic for Rakuten Mobile, facilitating its growth to over 5 million subscribers. The partnership highlights a significant shift towards cloud-native and virtualized mobile networks, positioning DZS as a leader in advanced telecommunications solutions.
DZS (Nasdaq: DZSI) has been recognized by The Asian Business Review for its contributions to Rakuten Mobile's fully virtualized, cloud-native Open RAN mobile network. The company was awarded 'Infrastructure of the Year' for its DZS Chronos Mobile & Optical Edge solutions, which have played a critical role in managing 4G and 5G traffic for over 5 million subscribers in Japan. Charlie Vogt, President and CEO, highlighted the partnership's significance as a transformation in mobile network technology.
DZS (Nasdaq: DZSI), a leader in broadband connectivity, showcased its innovations at OFC 2022 in San Diego, uniting industry experts from Verizon and NASA. The conference focused on advanced optical communications and featured discussions on 10G+ PON technology and the convergence of mobile and optical networks. Andrew Bender, DZS's CTO, highlighted their commitment to innovation in these areas. OFC 2022 attracted over 8,000 participants and 430 exhibitors, emphasizing the industry's drive towards optical technology advancements.
DZS, a leader in broadband solutions, announced that Chief Marketing Officer Gunter Reiss will deliver the opening address at the Broadband Forum Q1 2022 Virtual Meeting on March 7, 2022. His presentation will focus on the rising demand for broadband driven by applications like 5G, telemedicine, and smart technologies. DZS emphasizes its commitment to open standards, aligning with the Broadband Forum’s initiatives to enhance industry collaboration. The company aims to continue leading in innovation, contributing to standards that improve user experiences worldwide.
DZS (NASDAQ: DZSI) and Quanta Cloud Technology (QCT) are set to showcase their joint Converged Edge Cloud Blueprint during Mobile World Congress 2022. This demonstration will highlight the integration of QCT's optimized network edge solutions with DZS's cloud automation, aimed at simplifying 5G network service deployment. The collaboration, initiated in July 2021, leverages QCT’s server and NFV capabilities alongside DZS's mobile transport expertise, enhancing 5G deployments through validated configurations of hardware and software.
DZS (Nasdaq: DZSI) has appointed Andrew Finkelstein as Senior Vice President of North America Sales, leveraging his two-decade experience in access networking. Following a record-setting 2021, where DZS achieved a 64% revenue increase and doubled orders, the company aims to capitalize on this momentum. Finkelstein's role will focus on expanding partnerships with service providers amid significant growth opportunities in the optical broadband and 5G sectors. DZS is positioned well with a strong customer base and innovative product offerings.
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