Full-scale launch of the OcNOS business for telecommunications carriers
First written in FY2018. 28 of 35 entries say "Advanced", first in FY2019-Q1. Latest entry: 2026-09-11.
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- 2026-09-11AdvancedEarnings presentation
「Orders excluding major projects also showed an increasing trend year on year.」
In addition to higher revenue from major projects received in the previous year, orders excluding major projects in the network business were specifically shown to be trending upward. - FY2027-H1AdvancedAnnual report
「The large-scale project ordered in the previous year contributed to the network business, resulting in higher revenue and earnings overall.」
The large-scale project ordered in the previous year contributed to the network business. Revenue was ¥5,745 million, up 116.1% year on year, while the segment loss narrowed from ¥2,594 million to ¥589 million. - FY2026AdvancedAnnual report
「The network business also achieved results, including receiving orders totaling US$70 million from Evollabs Tech FZ-LLC (hereinafter, “Evollabs”).」
In the OcNOS business for service providers and other customers, the company secured a large order worth a total of US$70 million from Evollabs. However, revenue recognized for the fiscal year was limited because revenue recognition was still under review. - FY2026-H1WorsenedAnnual report
「During the interim consolidated period, new customer acquisition for OcNOS® remained steady, but sales and profit declined year on year due partly to the reversal of large projects from the same period of the previous year.」
New-customer acquisition for OcNOS remained steady, but revenue in the network business fell from ¥4,717 million to ¥2,659 million due to the reaction to large-scale projects and other factors, while the segment loss expanded to ¥2,594 million. - FY2025WorsenedAnnual report
「During the fiscal year, the Group continued to focus on securing projects from Tier 2/3 telecommunications operators as it expanded the OcNOS® business, worked to further expand its sales and technical partner network, and responded to various customer needs, including demand for bundled procurement covering hardware as well. However, revenue growth lagged expectations, and development costs also increased, resulting in a wider loss.」
In the OcNOS business for telecommunications carriers, the company advanced project acquisition, expansion of its partner network and support for bundled procurement. However, monetization of the carrier business progressed alongside expanding losses because of delayed revenue growth and higher development costs. - FY2025-H1AdvancedAnnual report
「During the current interim consolidated fiscal period, new customer acquisitions and repeat orders for OcNOS® generally progressed as anticipated. In addition, revenue and profit increased year on year partly because some projects originally expected to be recognized from the third quarter onward were recognized earlier.」
In the OcNOS business for telecommunications carriers, service providers and other customers, new-customer acquisitions and repeat orders progressed in line with expectations, and revenue in the network business increased 34.6% year on year. - FY2025-Q1RestatedAnnual report
「We began by developing and providing platform software for network equipment and are now focusing on expanding the business for the integrated Network OS, OcNOS®, for white-box equipment.」
The policy of shifting the focus from conventional platform software to expanding the white-box business centered on OcNOS remains in place. - FY2024AdvancedAnnual report
「During the fiscal year, we acquired more than approximately 90 new customers, and the number of repeat orders from customers acquired by the end of the previous fiscal year also increased steadily.」
In the OcNOS business for telecommunications carriers and service providers, more than approximately 90 new customers were acquired during the year, and repeat orders from existing customers also increased. Large repeat orders were also secured, and revenue in the network business was ¥9,235 million, with segment profit of ¥31 million. - FY2024-Q3AdvancedAnnual report
「During the cumulative third quarter of the current consolidated fiscal year, revenue increased and the deficit narrowed, reflecting the generally as-expected progress in new customer acquisitions and repeat orders for OcNOS®.」
In the commercial rollout of OcNOS to telecommunications carriers, service providers and other customers, new-customer acquisitions and repeat orders generally progressed in line with expectations, and revenue was ¥5,565 million, up 28.7% year on year. - FY2024-Q1AdvancedAnnual report
「The number and average value of new-customer acquisitions and repeat orders for OcNOS® have also increased steadily, and revenue and earnings rose significantly year on year, mainly due to the pull-forward of large repeat orders.」
In the OcNOS business for telecommunications carriers and service providers, increases in new customers and repeat orders, as well as the pull-forward of large repeat orders, were reflected in the results. - FY2023AdvancedAnnual report
「To expand the OcNOS® business, we have focused on securing projects from Tier 2 and Tier 3 telecommunications carriers, worked to further expand our sales and technology partner network, and established a structure capable of meeting customer demand for bundled procurement, including hardware.」
The OcNOS business established a sales focus on Tier 2 and Tier 3 telecommunications carriers, expanded its sales and technology partner network, and put in place a structure for bundled procurement including hardware. - FY2023-Q3AdvancedAnnual report
「During the cumulative third quarter of the current consolidated fiscal year, the number of customers that newly decided to adopt solutions from IP Infusion Inc., including OcNOS®, during the period exceeded 60, among other developments, and steady business growth has continued.」
The number of customers deciding to adopt OcNOS and other products for telecommunications carriers, service providers and data centers exceeded 60. Revenue in the network business was ¥4,323 million, up 167.5% year on year. - FY2023-Q2AdvancedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, approximately 40 new customers had adopted solutions from IP Infusion Inc., including OcNOS®, while order values and the number of repeat orders also increased.」
For the commercial rollout of OcNOS to telecommunications carriers and service providers, adoption by approximately 40 new customers, along with increases in order value and the number of repeat orders, was reported. - FY2023-Q1AdvancedAnnual report
「During the cumulative first quarter of the current consolidated fiscal year, more than 20 new customers had adopted solutions from IP Infusion Inc., including OcNOS®.」
For the commercial rollout of OcNOS to telecommunications carriers and service providers, adoption by more than 20 new customers was identified as concrete progress. - FY2022AdvancedAnnual report
「In 2021, the company secured adoption by more than 65 new customers, while the number and total value of OcNOS® orders, including multi-year contracts, each increased by approximately twofold year on year, among other developments.」
In the OcNOS business for telecommunications carriers and service providers, adoption by more than 65 new customers in 2021 and approximately a doubling of order volume and total order value were reported. However, the business fell below plan because adoption by major Tier 1 operators took longer and initial deployment amounts were smaller. - FY2022-Q3WorsenedAnnual report
「The initial implementation scale and order value of white-box projects were below initial expectations. As a result, although net sales increased year on year, they fell below the initial plan, and the increase in expenses, including personnel expenses associated with strengthening the organization and software depreciation and amortization, exceeded the increase in sales, widening the segment loss year on year.」
Although revenue from the white-box business for telecommunications carriers and data centers increased, initial deployment scale and order value fell below expectations, and the company explicitly reported that it missed its plan and that losses expanded. - FY2022-Q2AdvancedAnnual report
「The number of inquiries and orders for projects is increasing steadily, but initial implementation amounts tend to start at lower levels than initially anticipated.」
In the white-box business centered on OcNOS and other products, increases in project inquiries and order volumes were specifically identified. At the same time, initial deployment amounts tended to fall below the initial assumptions. - FY2022-Q1AdvancedAnnual report
「Inquiries continue to trend upward, and during the cumulative first-quarter consolidated period, the company received orders for white-box projects, mainly in Africa.」
In the white-box business centered on OcNOS and other products, increased inquiries and orders, mainly in Africa, were identified as concrete progress. - FY2021WorsenedAnnual report
「As a result, contracts for large projects involving the licensing of the company's products were not concluded, and the increase in depreciation and amortization associated with increased product development investment occurred ahead of schedule, resulting in lower sales and profit year on year.」
Although the commercialization strategy for OcNOS and other products for telecommunications carriers remains in place, delays in proof-of-concept testing and other factors prevented the signing of contracts for large-scale projects, resulting in lower revenue and earnings in the network business. - FY2021-Q3AdvancedAnnual report
「The company expanded its white-box solutions for data centers by beginning to offer the commercial version of SONiC distribution.」
In addition to CSR and uCPE for telecommunications carriers, the company began handling commercial SONiC distributions and expanded its white-box solution offerings for data centers. - FY2021-Q2AdvancedAnnual report
「In July, the company announced that Asia Pacific Telecom (亞太電信), a telecommunications carrier in Taiwan, had decided to adopt IP Infusion Inc.'s white-box solutions for the construction of its own 5G mobile network, and that Mundo Pacífico, a telecommunications provider in the Republic of Chile, had selected IP Infusion Inc. for the introduction of South America's first white-box optical network to strengthen its own network in major cities in central Chile. The company intends to steadily build on these adoption cases.」
The adoption and selection of white-box solutions by Taiwan's Asia Pacific Telecom and Chile's Mundo Pacífico were added as concrete progress toward commercialization for telecommunications carriers and service providers. - FY2021-Q1RaisedAnnual report
「Going forward, the company will expand the scope of provision from CSR (Cell Site Router) within the common WAN/LAN platform for telecommunications carriers to uCPE (Universal Customer Premise Equipment), thereby extending its target market beyond telecommunications carriers to enterprises.」
The strategy was expanded from a business centered on CSR for telecommunications carriers to broadening the scope of offerings to uCPE and the enterprise market. - FY2020AdvancedAnnual report
「In the networking field, the company will pursue direct sales to telecommunications carriers and service providers by continuously enhancing the functionality of “OcNOS®”, an integrated Network OS for white-box systems, and leveraging the license and business alliance agreements concluded during the current consolidated fiscal year with a subsidiary of AT&T Inc.」
For direct sales to telecommunications carriers and service providers, a concrete sales approach has been established that leverages the license and business alliance agreements with an AT&T subsidiary, in addition to the continued enhancement of OcNOS. - FY2020-Q3AdvancedAnnual report
「During the third quarter of the current consolidated fiscal year, the company’s consolidated subsidiary IP Infusion Inc. entered into a license agreement and business alliance agreement with a subsidiary of AT&T Inc., a major US information and communications and media conglomerate, concerning a white-box solution for network equipment for telecommunications carriers, which separates hardware and software. Accordingly, IP Infusion will develop and sell “DANOS-Vyatta edition” alongside “OcNOS®,” which it has developed and sold to date.」
For the white-box business for telecommunications carriers, the company entered into license and business alliance agreements with a subsidiary of AT&T Inc. and advanced to the stage of developing and selling the DANOS-Vyatta edition together with OcNOS, building on AT&T’s track record in live operations. - FY2020-Q2AdvancedAnnual report
「The business’s medium- to long-term strategy is to have telecommunications carriers directly adopt “OcNOS®”. To achieve this, the company is investing in product development, including support for a wide range of semiconductor chipsets and functional enhancements, and focusing on technical evaluations and proof-of-concept trials with more than 30 telecommunications carriers and other operators. In the current fiscal year, its goal is to acquire early-adopter customers and build a track record toward winning major telecommunications carrier customers. As part of these efforts, “OcNOS®” was adopted by SKY Brasil, Brazil’s largest satellite television operator. For data centers, the company is seeking to gain market share by differentiating through advanced functionality and high quality.」
For the OcNOS business for telecommunications carriers, the company set a goal for the current fiscal year of acquiring early-adopter customers and building a track record, and achieved adoption by SKY Brasil as part of these efforts. - FY2020-Q1AdvancedAnnual report
「The business’s medium- to long-term strategy is to have OcNOS® directly adopted by telecommunications carriers. To achieve this, it is currently focusing on product development investment, including support for diverse semiconductor chipsets and functional enhancements, as well as technical validation and field trials with more than 30 telecommunications carriers and other operators. For data centers, it is seeking to gain market share by differentiating itself through advanced functionality and high quality, and has delivered results including provision for Sakura Internet Inc.’s data center services.」
The company reported technical evaluations and proof-of-concept trials with more than 30 companies, as well as a track record of providing data center services to Sakura Internet, toward the commercialization of OcNOS for telecommunications carriers. - FY2019-Q3AdvancedAnnual report
「Several large-scale business discussions and collaborations are already under way, drawing on the knowledge gained from the London Internet Exchange project, which recently began full-scale operations, and the favorable response from the industry.」
For the OcNOS business for telecommunications carriers and IXPs, the company reported the start of full-scale operations for the London Internet Exchange project and progress in several large-scale business discussions and collaborations drawing on the knowledge gained from it. - FY2019-Q2AdvancedAnnual report
「Against a backdrop of growing expectations for the commercial deployment of white-box systems by telecommunications carriers, major telecommunications operators and others are adopting and deploying “OcNOS®”.」
Commercial deployment for telecommunications carriers is progressing concretely through full-scale operation at London Internet Exchange, the decision to adopt OcNOS at Serbian Open Exchange, and progress in its adoption and deployment by major telecommunications operators and others. - FY2019-Q1AdvancedAnnual report
「Adoption and deployment of “OcNOS®” by major telecommunications operators and others are progressing, and the expansion of the network virtualization business is advancing steadily.」
For the OcNOS business for telecommunications carriers, the company reported the decision to adopt it at Serbian Open Exchange and progress in its adoption and deployment by major telecommunications operators and others, marking concrete progress toward a full-scale launch. - FY2018RaisedAnnual report
「The company will accelerate product enhancements toward the full-scale launch of the “OcNOS™” Network OS business for telecommunications carriers, which it expects to become a core product of the next generation for white-box systems.」
The target market and plan have become more specific, shifting from the full-scale commercialization and expanded sales of OcNOS to the full-scale launch of the business for telecommunications carriers and accelerated product enhancements.