Telecom Ramblings

This article was authored by Joseph Waring, and was originally posted on telecomasia.net.

Just as telcos’ fixation with ARPU hasn’t led to improved profitability for the majority of mobile operators, the messaging and social media giants’ reliance on metrics such as monthly active users (MAUs) is a worrisome sign. [Read more →]

Two new job listings landed on the Ramblings Jobs Board this week from Michigan-based Lynx Network Group: [Read more →]

Right now it is Level 3’s North American enterprise sales that are setting the pace for the company. But this week they featured two deals of the international variety, one over in Russia and one down in South America. [Read more →]

TeliaSonera International Carrier has had two interesting announcements this week: a US metro expansion and a new global wireless data roaming effort.  They now have 24,000 route kilometers of fiber in their US network. [Read more →]

After the leak of Tom Wheeler’s proposed FCC net neutrality replacement and the commercially reasonable fast lanes it would supposedly allow, it was only a matter of time before the opposition overcame its initial stunned reaction.  It has become hard to separate the debates about interconnection/peering, the Comcast/TWC merger, and the proposed new rules.  The players overlap so much and it’s all the same infrastructure, so whatever the logical overlap the battlefield is becoming a shared one. [Read more →]

After a year of offsetting revenue trends with rising EBITDA, euNetworks is looking forward to some growth in 2014.  They’ve added some new metrics to their reporting and are now offering some forward revenue guidance as well.  Here are their first quarter numbers in some context: [Read more →]

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 →]