Telecom Ramblings

Last quarter, Ciena posted a surprise loss despite solid revenues.  This quarter it was the flip side of the coin on strong earnings per share on revenues that missed targets.  Here are their fourth quarter numbers in some context: [Read more →]

After the market closed yesterday, Lumos Networks reported stronger than anticipated Q4/2014 revenues, lit up a new fiber route, and suspended its quarterly dividend. [Read more →]

Another week, another dark fiber buildout project for Zayo. Today they announced plans to construct a new route between the NYSE facility in Mahwah and Equinix’s NY5 data center in Secaucus. [Read more →]

Equinix is planning to finish off the first quarter by finishing off a long construction to-do list.  They have five new IBX data center projects ready to launch over the next few weeks, spread out over four continents.   [Read more →]

Here’s a quick look at some other news from early this week worth a quick look: [Read more →]

Edinburgh is about to get some new metro fiber options.  CityFibre has picked the Scottish capital as its next ‘Gigabit Cities’ expansion market, one year after its initial expansion into Scotland up in Aberdeen. [Read more →]

The rumors of a German move by NTT didn’t take long to turn into reality.  Last night the Japanese giant announced plans to acquire a majority stake in e-shelter, suddenly claiming the #3 slot in the European data center market. [Read more →]

According to papers in Japan, NTT is about to duplicate its RagingWire acquisition on the other side of the Atlantic.  The Japanese-based telecommunications giant is said to be in talks to acquire Germany’s e-shelter for about $836M. [Read more →]

After ShoreTel turned up its nose at that unsolicited offer last autumn, Mitel was still hungry for some inorganic growth.  Today they struck again with the announcement of an agreement to acquire Mavenir.   [Read more →]

Akamai has made an inorganic move this icy Monday morning aimed at boosting its capabilities in DNS.  They have acquired Xerocole, whose specialty is recursive DNS. [Read more →]

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

So in the end Gemalto issued a half-denial fudge of a press release on the reported GCHQ/NSA hacking of SIM encryption keys. [Read more →]

Next week it will be March at last, and perhaps we’ll even see some snow actually melt.  In the meantime, here is a quick look at a bunch of items from this week — assuming of course that Title II doesn’t cause an immediate end to the world.  News from two global networks, one CDN, and three vendors are on tap: [Read more →]

Ok, maybe that title wasn’t the best way to express that particular thought…  But anyhow, the interlude between the striking down of the first net neutrality regulatory regime and the rise of Title II is now apparently over. As widely expected, the FCC has in fact approved new, stronger rules it hopes will stand up to judicial scrutiny.  [Read more →]

The higher profile vote today will be about network neutrality. But the FCC’s vote on a somewhat less widely known issue today may have a more immediate effect. Nobody is on the brink of commercializing a fast lane of any note, but municipal fiber projects have been chomping at the bit for years. [Read more →]

Zayo has filed an S-1 with the SEC that looks at offering some more stock to the markets in a follow-on offering to its October IPO.   [Read more →]

Here’s a quick look at some news from fiber and the cloud from the last day or two: [Read more →]

In its Q4 earnings release this morning, Cogent Communications posted revenues and earnings per share that came in short of analyst projections.  But currency fluctuations held back the top line, and didn’t stop them from increasing their quarterly dividend 3.2% to $0.32 plus a special dividend of another 3 cents. [Read more →]

When the FCC implements its new Network Neutrality framework based on Title II, there will be no Congressional response. According to the New York Times today, Senate Republicans have given up on plans to pass legislation to rein in the agency. That leaves Tom Wheeler and his two Democratic colleagues a clear field ahead of the vote tomorrow. [Read more →]

This article was authored by Dylan Bushell-Embling, and was originally posted on telecomasia.net.

HKBN will today launch an initial public offering seeking to raise up to HK$5.8 billion ($747.8 million), and has reportedly already secured a commitment for $200 million worth of shares. [Read more →]

Here’s a quick roundup of some news from the first part of this week: [Read more →]

This morning Zayo announced the closing of its purchase of Latisys, and along with it came a reconfiguration of the company’s management team to reflect the growing influence of the data center side of its business. [Read more →]

This Industry Viewpoint was contributed by Lee Cottle, Director, VP Global Head of Sales for Push Technology

Five years after Apple first used “There’s an app for that” in a marketing campaign for the iPhone 3, it seems there really is a mobile application for everything, whether it’s helping users transform their morning routines into fitness workouts, or just saying “yo” to friends. [Read more →]

TGIF, and a really cold one here in the Northeast.  Here’s a quick look at some news, a new data center and three interesting bits from vendors: [Read more →]