Telecom Ramblings

Cogent rescheduled its earnings call to earlier than usual so its CEO can make his date with Congress to talk about internet traffic.  The short version: revenues were strong, earnings per share was not as much, and yes they raised the dividend by another penny and bought back a pile of stock.  Here are Cogent’s Q1 numbers in some context. [Read more →]

Along with its first quarter earnings report, tw telecom also threw in some additional fiber expansion news, added more intelligence to its network services, and hooked up another cloud.  The short version: revenue growth was a bit better than expected, but on the flip side EBITDA and earnings per share took a slightly bigger hit than they usually do in Q1.   [Read more →]

On Monday, EarthLink reported some decent numbers for the first quarter of 2014, beating expectations on revenue and EBITDA. But the more interesting half of the story was what the company’s new CEO, Joseph Eazor, has in store for the road ahead as detailed on their earnings CC. We knew he’d be making substantial changes, but now we have the beginnings of a roadmap. [Read more →]

In between this week’s earnings results, here’s another quick roundup of other industry news that’s worth noting: [Read more →]

Along with its Q1 results late yesterday, Lumos made two announcements in the Virginia markets it has been expanding within over the last two years.  The regional network operator saw a rise in churn from carrier TDM grooming, leading to a lowering of revenue and EBITDA guidance. [Read more →]

Here’s a quick look at some news from the past few days: two from the US metro fiber biz, two from the European IP/MPLS front, and one data center deal down under. [Read more →]

In a blog post yesterday, Level 3’s Mark Taylor laid out the case that today’s peering connections is under attack by the last mile. He didn’t name names, but he also did it without invoking that content company that begins with the letter N that has so dominated the discussions lately and focused in on the current state of affairs in the company’s peering relationships. [Read more →]

This industry viewpoint was authored by Dell’s Matt Smith

Bring your own device (BYOD) strategies are becoming more prevalent in various industries, but often little effort is expended in the management of devices and security. Fortunately, many companies are starting to consider their options in this area. The benefits of allowing staff to use their own devices have been fairly well established, but that doesn’t mean [Read more →]

Quite a few alternative metro fiber operators will likely be putting out their first quarter earnings reports this week.  Here are quick previews of four of them: [Read more →]

Last week it leaked that the FCC under Tom Wheeler may be preparing a new version of network neutrality rules that could allow content companies and last mile operators to enter into ‘commercially reasonable’ agreements for preferential traffic treatment.  Wheeler has since clarified that the bar for  ‘commercially reasonable’ would be very high, but nevertheless it would clearly stand the status quo on its head.  It has been long enough for the initial dust to settle, and it’s Friday so it’s time for a poll.   [Read more →]

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

The Federal Communications Commission is releasing a new net neutrality proposal in the US. It is FCC’s third attempt to regulate net neutrality, after a court turned down the previous version in January. Net neutrality means [Read more →]

It’s time for a quick summary of other data center news from this week: [Read more →]

This earnings season has been pretty positive so far for internet infrastructure.  Yesterday after the market closed, Equinix added to the list of positive earnings reports with better than expected revenue and earnings.  Here are their key numbers in some context: [Read more →]

Ok, I think it’s clear that one of this year’s main themes in the networking and colo worlds is going to be cloud connectivity. Everyone is jockeying for position, and this week we have at least three significant moves — one by Equinix just this morning in advance of earnings later, one yesterday from Level 3 and Digital Realty, and one the day before over at DuPont Fabros and tw telecom. [Read more →]

In its first quarter report, Level 3 Communications picked up where it left off in Q4 of 2013.  That’s a good thing, because Q4 was their biggest in recent memory.  CNS and total revenues beat expectations (both mine and the street’s), as did EBITDA and earnings per share.  Here are the numbers in some context: [Read more →]

Here’s a quick rundown of some other news from the metro over the past few days: [Read more →]

Watch what they do, not what they say. If you needed any further evidence that Netflix’s antics lately have been more about negotiating position than net neutrality principles, you got it yesterday. Netflix did another interconnection deal with a big last mile operator: Verizon. [Read more →]

Since acquiring its way back into the colocation space back in 2012 with the purchase of 16 facilities from Equinix, 365Main had kept the name of its iconic original flagship location in San Francisco. But today they finally took the rebranding plunge, switching to 365 Data Centers while simultaneously taking on a sacred cow of the data center space. [Read more →]

It’s official, Zayo’s latest acquisition is across the Atlantic in France.  This morning the Boulder-based network operator announced an agreement to purchase Neo Telecoms, an independent metro fiber and data center operator in France. [Read more →]

In a heavily foreshadowed but rather complex cable M&A move, Charter is now buying a piece of Comcast. The deal is quite complicated, but following the completion of Comcast’s TW Cable purchase it will see Comcast divest about 3.9M subscribers and get back about $22B. [Read more →]

I’m picking up rumors over in Europe that Zayo is set to make a move on some French metro fiber. The target of that speculation is none other than Neo Telecoms, which operates an extensive metro dark fiber network in Paris as well as a set of data centers around the country and a regional IP backbone. [Read more →]

Last quarter, Level 3 Communications busted through the break-even mark at long last with a big fourth quarter.  On Wednesday morning we get to see if the trend holds, or almost holds given the seasonal revenue hesitation the company generally sees in the first quarter.  I’ve followed Level 3 closely here over the years, and so here are my quarterly earnings guesstimates: [Read more →]

We have a new job listing on the Ramblings Jobs Board this week from GTT. [Read more →]