Telecom Ramblings

This article was authored by John C. Tanner, and was originally posted on telecomasia.net.

When Netflix announced it would open its OTT video service in 130 more countries, one of the big questions among interested subscribers was: just how much of their content library will I be able to access? [Read more →]

Three of the significant M&A deals in the telecom and internet infrastructure world saw significant news this morning. [Read more →]

We’ve seen a steady stream of peering agreements announced over the past year, and now we have one for 2016.  But today’s peering announcement isn’t one that was likely driven by the FCC’s regulatory stance on network neutrality following the disputes between content and the last mile of prior years.  In this case it’s Google and Level 3 signing a settlement-free peering agreement, and they went the extra bit mile.  [Read more →]

This Industry Viewpoint was contributed by Ed McCormack, Vice President and General Manager, Submarine Systems at Ciena Corporation

It’s the start of a new year and another January which means one thing for the submarine industry: PTC. The Pacific Telecommunications Council’s annual event, PTC’16, is taking place next week. This year’s theme is “reimagining telecoms” and it is only fitting as the submarine industry, like the traditional telecom and networking world, is undergoing rapid [Read more →]

With PTC coming next week, there’s lots of news to catch up on under the waves this week as well: [Read more →]

There has been a steady drumbeat of significant M&A in the colocation sector, and this morning we have another to consider. H5 Data Centers has announced the acquisition of the NextFort data center just outside Phoenix in Chandler, Arizona. [Read more →]

Here’s a quick rundown of some news items for this Thursday, including two expansions, one federal deal, and a rebranding to take note of. [Read more →]

Here’s a quick roundup of some news from this week from network operators large and small: [Read more →]

The rapidly evolving worlds of NFV and Ethernet saw some interesting consolidation this morning. ADVA Optical Networking has announced the acquisition of Overture. The combined company will take over the number one slot in the Ethernet access device marketplace and unify two NFV approaches. [Read more →]

For this Tuesday’s scanning, a submarine cable, some R&E, a little cloud, and a security warning. [Read more →]

The new independent submarine cable between North and South America known as Seabras-1 seems to finally have all its financial ducks in a row.  Yesterday, Seaborn Networks announced the project has now been fully funded, and this morning in a clearly related announcement we learned that TI Sparkle has signed on in a big way. [Read more →]

Last week we opened the year looking at which US network assets are most likely to get bought.  This week let’s take the other side of the question.  Who are the most likely buyers of US network assets this year? [Read more →]

This article was authored by John C. Tanner, and was originally posted on telecomasia.net.

One of the biggest announcements at this year’s CES – apart from all the virtual reality gubbins – was Netflix’s launch of a new global player that effectively makes the service available in every country on Earth except China, North Korea, Syria, and [Read more →]

Yesterday there was a bit of interesting fiber M&A from north of the border.  The Canadian MSO Videotron has announced the acquisition of Fibrenoire. [Read more →]

Before you head off for the weekend, here are two data center items, one cloud connectivity item, and a new subsea cable projet to look at: [Read more →]

The Midwest is getting another internet exchange point in a few days, with more to come. The startup Midwest-IX is throwing its launch party on January 19th out in Indianapolis. We’ve seen the European IXs getting started in major US markets the last few years, but this effort is entirely homegrown. [Read more →]

This Industry Viewpoint was contributed by David W Wang

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Communications Sales & Leasing has finally made its first move since being spun off from Windstream as the industry’s first network REIT.  And it’s not a triple net lease of some ILEC assets either, but rather the acquisition of a network builder and operator.  CS&L is buying PEG Bandwidth. [Read more →]

Here are a few international items from yesterday and today that are worth noting: [Read more →]

It’s a week for the sale of data centers, or so it seems.  DuPont Fabros yesterday revealed plans to sell its giant facility in Piscataway, New Jersey. [Read more →]

Reports this morning say that Verizon has done what they’ve been rumored to be considering for much of 2015.  They’ve apparently started a process to sell the company’s data center assets. With Citigroup advising, they hope to monetize some 48 facilities with a target of more than [Read more →]

In the news today that’s worth a look, some M&A activity in Europe, in UC, and at the FCC, plus with a contract win. [Read more →]

In December I updated Ramblings’ Competitive Telecom Trends data and charts, and we looked at where EBITDA margins, capex, and proxy cash flow have been going for competitive network operators across the sector.  Today let’s finish up with a quick look at valuation as represented by the ration of Enterprise Value to EBITDA.  Here is the graph, looking back a number of years and ending with a current estimate. [Read more →]