The logic of telco M&As

April 27th, 2015
 

This article was authored by Jouko Ahvenainen, and was originally posted on telecomasia.net.

Hutchison acquired O2. BT acquired EE. Years ago Hutchison sold  Orange that is a part of EE, and BT divested O2. Nokia acquires Alcatel-Lucent and becomes the second largest network vendor, i.e. a business it planned to divest for some years. These are just some examples, but what does it tell about telco business and its long term planning? [Read more →]

2 Comments

Earnings Preview: Level 3’s Integration Kicks Into High Gear

April 27th, 2015
 

On Wednesday morning, Level 3 will report its first quarter earnings.  Hence, as has been our custom on this site, here is a quick preview of what to expect.  This will be Level 3’s first full quarter with the tw telecom business added in, and I expect to see significant integration expenses in advance of cost savings that will necessarily follow a bit later.  Also of note, my admittedly limited reading of the currency markets suggests [Read more →]

3 Comments

Ramblings Jobs: Logix

April 26th, 2015
 

Two new job listings this past week on the Ramblings Jobs board from down in Texas to go with four others already on the books.  If that sounds familiar, it’s because it is. [Read more →]

Leave a Comment

Comcast Throws In the TWC Towel, What Next?

April 24th, 2015
 

With regulators, senators, and all sorts of allies lining up against its proposed purchase of TW Cable and no breakup fee to worry about, Comcast is said to be yielding the field of battle.  Reports say they may do it later today, deciding not to pursue what would be a difficult and probably fruitless trip through the courts.  So what happens next? [Read more →]

4 Comments

Friday Bytes: EdgeConneX, Windstream, Ritter, NewCloud, Frontier

April 24th, 2015
 

Here’s a roundup for this cold Friday here in the northeast.  I expect to be at the WAN Summit in NYC early next week, should anyone want to look me up there. [Read more →]

Leave a Comment

Telstra Expands Pacnet’s PEN

April 23rd, 2015
 

One of the essential questions to be answered for Telstra’s purchase of Pacnet out in the Pacific was just what their plans might be for Pacnet’s high profile SDN-powered platform.  Less than a week after closing the deal, Telstra has answered that question by immediately moving to expand its reach. [Read more →]

2 Comments

Google Launches Fi, Takes On Wireless Too

April 23rd, 2015
 

Not content with trying to prove the FTTH case with Google Fiber, Google revealed yesterday on its corporate blog that the company is taking on the other pillar of consumer bandwidth with the launch of Fi.  They’re not building a new wireless carrier along with all the infrastructure that goes with it, but they are planning to showcase a few new ideas aimed at shaking up the market. [Read more →]

2 Comments

FCC Piles On, Comcast/TWC Deal Teeters

April 23rd, 2015
 

I didn’t think regulators would actually step into the ring and try to stop Comcast’s purchase of TW Cable, but they seem to be doing so.  The FCC’s staff has apparently recommended that the proposed transaction be given an administrative hearing before a judge.  That’s what the FCC does when it disapproves, as in the case of AT&T/T-Mobile.   [Read more →]

2 Comments

Wednesday Bytes: Bandwidth, Ciena, Transmode, Zayo

April 22nd, 2015
 

Time for a quick look at other news from around the industry this week: some cloud help for first responders, two vendor deals, and a financial move in fiber. [Read more →]

1 Comment

Industry Spotlight: Alianza CEO Brian Beutler Talks Cloud Voice Platforms

April 22nd, 2015
 

Of all the services out there that the cloud revolution may transform, voice is by far the one with the longest legacy history and widespread deployment.  The VoIP revolution has taken a decade already, and still isn’t anywhere near complete and the PSTN is still with us.  But with the arrival of new technologies like the cloud and NFV, the inherent advantages VoIP has always had the potential for are becoming much more accessible.  Alianza is one of the companies driving forward on this front, and with us today to tell us what the company’s cloud voice platform is all about is CEO Brian Beutler. [Read more →]

3 Comments

AquaComms, Subcom Launch New TransAtlantic Cable, AEConnect

April 21st, 2015
 

This morning saw the project launch announcement of another brand new Transatlantic cable system.  AquaComms and TE SubCom have kicked off the build of AEConnect, which they expect to be ready for service in December of this year. AEConnect will land out on Long Island in Shirley, NY and on the northwest coast of Ireland at Killala. The 5,400km route will then offer connectivity on to London via CeltixConnect across the Irish Sea.  [Read more →]

Leave a Comment

More Metro Fiber for Birch

April 21st, 2015
 

When Birch acquired Cbeyond last year, along with it came Cbeyond’s nascent efforts to add some significant metro fiber to its diet. It wasn’t clear at the time whether Birch would continue that effort, not having done so itself too often as it pursued its prolific CLEC roll-up strategy. Yet the metro fiber buildouts are not only still moving along, Birch has been actively promoting its progress and yesterday offered another update[Read more →]

1 Comment

Neutrona Helps XO Stretch Southward

April 21st, 2015
 

XO Communications is stretching its network reach southward into Latin America with the help of the regional carrier Neutrona Networks. Through interconnections in Dallas and Miami, the deal givex XO strategic access for its customers in Mexico, the markets of Central America, and South America. [Read more →]

1 Comment

Cloud M&A: CenturyLink Buys Into DBaaS

April 21st, 2015
 

Yesterday, CenturyLink made yet another inorganic move to bolster its position in cloud services. They have acquired Orchestrate, whose specialty is Database-as-a-Service, or DBaaS, based on the popular NoSQL platform. [Read more →]

Leave a Comment

Loon Prepares to Take Flight

April 20th, 2015
 

One of Google’s more fanciful bandwidth projects is nearing the runway. Project Loon, which depending on who you ask is named after the water bird with the eerie call or simply a crazy person, has made some significant strides forward[Read more →]

Leave a Comment

Will the DOJ Really Pull the Plug on Comcast/TWC?

April 20th, 2015
 

Over the weekend, that is the news that started buzzing. Staff lawyers at the Department of Justice are said to be making the case for suing to block Comcast’s purchase of TW Cable on the grounds that it would harm consumers.  [Read more →]

Leave a Comment

Ramblings Jobs: Logix

April 19th, 2015
 

Two new job listings this past week on the Ramblings Jobs board from down in Texas to go with two others already on the books. [Read more →]

Leave a Comment

Friday Bytes: Zayo, Net Access, Integra, Infinera, Comcast Business

April 17th, 2015
 

The weekend looks like Spring will arrive at last, at least here on the east coast. In the meantime, here are five items to catch up on before you go: [Read more →]

Leave a Comment

High Speed Ethernet Evolution: The Business Case for 1Gigabit and Beyond

April 17th, 2015
 

This Industry Viewpoint was contributed by Michael Scott, General Manager, Wolfe

“Our company completely runs off the Internet.”

High speed connectivity has been a must-have for enterprises for quite some time. After all, growing [Read more →]

Leave a Comment

Telstra Finishes Off the Pacnet Deal, Retires Brand

April 16th, 2015
 

Telstra’s acquisition of Pacnet is a done deal, as Australia’s incumbent closed the purchase last night.  And the first thing they did was announce the progressive retirement of the Pacnet brand.   [Read more →]

Leave a Comment

Equinix Expands in Toronto, London

April 16th, 2015
 

Equinix is always building something somewhere, and today they polished off two major buildout projects. [Read more →]

Leave a Comment

Vendor Bytes: Calix, BTI, Cisco, GENBAND, Broadsoft

April 16th, 2015
 

This week has seen quite a bit of contract news from the vendors large and small beyond the Nokia/ALU mega deal, here’s a quick survey: [Read more →]

Leave a Comment

Wednesday Roundup: GTT, Level 3, EarthLink, Bandwidth

April 15th, 2015
 

The return of a familiar face, a refinancing, and two new products to peruse as we move over the hump of this mid-April week: [Read more →]

Leave a Comment