Telecom Ramblings

Several interesting news items for this Tuesday morning that are worth a quick-take: [Read more →]

There was an interesting quote making the rounds yesterday from AT&T CEO Randall Stephenson.  You’ll recall that in the heat of the network neutrality debate, the company suggested the regulations might stop its investment in FTTH buildouts and then backtracked quickly.  Yesterday he went and blew on that ember. [Read more →]

Energy usage within the data center has been a growing point of interest for the entire Internet infrastructure sector for many years now.  Keeping all that equipment cool while keeping costs in line is one of the biggest challenges the industry has to face and it’s only getting bigger.  With us today to talk about energy management is Dr. Cliff Federspiel, President and CTO of Vigilent.   [Read more →]

In Zayo’s earnings call this week, Chairman and CEO Dan Caruso was asked about the prospects of Zayo’s further consolidation in the US fiber sector. The gist of it was that with Crown Castle entering the game and EBITDA multiples rising ever higher, has Zayo’s roll-up finally run into a steep enough hill to slow it down? The stock was down afterwards despite solid earnings apparently on such worries, but it seems overblown to me. [Read more →]

The biggest news in the sector this week was perhaps Verizon’s plan to purchase AOL, acquiring some of the web’s best known tech journalism sites as well as mobile advertising technology they hope to leverage alongside their wireless business.  Now that the dust has had a few days to settle, what do you think?
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This article was authored by Dylan Bushell-Embling, and was originally posted on telecomasia.net.

The NCP Consortium has commenced construction on the New Cross Pacific (NCP) cable network linking the USA, China, South Korea, Taiwan and Japan. [Read more →]

Hibernia Networks’ new transatlantic cable system won itself another infrastructure customer this morning in the form of Zayo Group. Zayo will be using the 100G pipes to add a diverse route to the connectivity between its US and European footprints. Zayo made several [Read more →]

Here’s a set of quick takes on news from the international backbone marketplace this week: [Read more →]

This Industry Viewpoint was authored by Keao Caindec, Chief Commercial Officer, 365 Data Centers

As the demand for in-home bandwidth increases due to the availability of over the top (OTT) video, rich content, ever increasing file sizes, and the use of video over most social media platforms, cable and Internet providers are gearing up to significantly increase bandwidth speeds to their customers at the network edge. [Read more →]

Yesterday saw some more fiber change hands over in Europe. The Dutch network operator Eurofiber has a new owner, as Antin Infrastructure Providers has bought the company from Doughty Hanson and Reggeborgh for €875 million. [Read more →]

In its quarterly report this morning, Zayo posted its usual complex mix of steady organic and inorganic growth numbers.  But the standout item by far was a big fiber-to-the-tower buildout project down in Texas.  Here are their numbers in some context: [Read more →]

With ITW underway out in Chicago, folks have been saving up network news of all types for the occasion.  Here’s a quick survey of some metro fiber news of interest, with four domestic items and one from the UK: [Read more →]

Lots of news out there this week to get to, here’s a set of internet exchange and transit backbone quick-takes that are worth a look: [Read more →]

In a chess move that will further blur the lines between content and networks, Verizon announced this morning an agreement to buy AOL.  They will be paying $50 per share for about $4.4B in cash, a 17% premium for AOL’s stockholders. [Read more →]

This morning, AT&T and Level 3 announced an agreement for bilateral interconnection of their IP networks. Now, these sorts of peering deals happen all the time without much fanfare of course. But it’s interesting that we’ve seen three such [Read more →]

While we’ve seen Google making waves in the undersea markets and there’s been an occasional sighting of Facebook, the presence of Microsoft has been harder to spot.  This morning though, the software giant went public as a major customer of both of the two new Transatlantic cables that are under construction. [Read more →]

Here’s a quick roundup of news to start this week as ITW kicks off.  (No I’m not there this time, maybe next year). [Read more →]

Several competitive service providers posted their first quarter earnings this week, here’s a quick review: [Read more →]

After a year of mostly integrating Cbeyond and its other various acquisitions, Birch Communications has stepped back into the M&A market.  Yesterday they announced their 24th deal, a definitive agreement to acquire the customer assets of OrbitCom . [Read more →]

Last week was truly a remarkable one for M&A transactions and other strategically important developments in the world of Bandwidth Infrastructure, so we took the opportunity to sit down with Bank Street’s James Henry (JH), Richard Lukaj (RL) and Peter Beckett (PB) to get their perspectives on the news and its implications for the sector. Here is the second part of our two-part interview in which we look at Lightower’s merger with Fibertech and the formation of Communications Sales & Leasing. [Read more →]

In other data center merger news, QTS Realty Trust has found itself an inorganic target.  Yesterday they announced an agreement to acquire Carpathia Hosting for $326M, looking to move deeper into cloud-based services. [Read more →]

The global carrier neutral data center market turned into a soap opera this morning, as Equinix made an unexpected offer to acquire TelecityGroup. TelecityGroup is of course has been busy preparing to merge with Dutch-based Interxion since their own deal was announced three months ago, but Equinix is arguing that it’s proposal would be a better idea. [Read more →]

This article was authored by Don Sambandaraksa, and was originally posted on telecomasia.net.

Denial reigns among the cellcos in today’s post-Snowden world. While the likes of Google, Yahoo and US cloud in general has been struggling to come up with answers to surveillance, scrutiny of our cellcos has been lacking, but grassroots [Read more →]