Telecom Ramblings

This is a guest article by Winston Qiu, an industry professional who writes over at submarinenetworks.com. 

No doubt, Chinese are now leading the submarine cable industry. Chinese chair in several important  submarine cable systems across the Pacific or connecting Asia, Africa and Europe, including APG, AAE-1, SMW5, NCP, Faster Cable, no matter under constructing or in planning. There are skeptical and anxious voices, some even think [Read more →]

With the sale of its 45% interest in Verizon Wireless set to close in the next few weeks, Vodafone is certainly wasting no time putting the incoming cash hoard to work.  Last week there was talk of Tata, and now according to reports out of Europe this morning the British group has followed through on earlier Spanish rumors and made a real bid for Ono.  [Read more →]

This article was authored by Grace In Mono, and was originally posted on telecomasia.net.

Exactly two years to the month after I wrote about the “end of unlimited data plans” in the Philippines, we are back to talking about telcos’ fair use policy (FUP) on data usage and how [Read more →]

This weekend we have two more listings on the jobs board than the last time, one from Level 3, two from Lightower, and another from FirstLight Fiber. [Read more →]

A quick summary of some cloud and data center news from the past week to catch up on:

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Steady revenue growth, some organic some inorganic, steady margin expansion, and plenty of new on-net buildings marked Zayo’s fiscal second quarter.   Here are their numbers in some context: [Read more →]

A quick roundup of network news from the last day or two: [Read more →]

Last quarter Akamai’s forward guidance described a contract renegotiation with a key customer everyone knew was Apple, and this week the buzz on the street has been that Apple is building its own CDN.  But none of that actually slowed down Akamai at all this winter, as the company posted a big fourth quarter and offered strong Q1 guidance that included the impact of that renegotiation. [Read more →]

Those looking for a datapoint of strong growth in Level 3’s fourth quarter earnings report got what they were looking for, as the company easily coasted past my own revenue and EBITDA expectations.  And those looking for an actual profit, well they got that too and several cents per share higher than consensus estimates to boot.  Here are the numbers in some context: [Read more →]

Reports out there say that Apple has been quietly preparing its own CDN/cloud infrastructure, to the apparent surprise of far too many. [Read more →]

Here’s a quick roundup of other news from the first half of the week: [Read more →]

Both colo and metro fiber/conduit assets are changing hands out in Columbus, Ohio. Cologix today announced a transaction to acquire DataCenter.BZ, which operates a range of assets in central Ohio. [Read more →]

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

When Level 3 reports its earnings on Wednesday morning, there is a good chance they will finally pass the threshold of break-even in a sustainable way.  It’s close enough that one time events can swing the actual number around, but analysts have pegged the EPS number at $0.03 for the final quarter of 2013.  Here are my guesses for the various numbers of interest in context with the prior four quarters as usual:  [Read more →]

This article was authored by John C. Tanner, and was originally posted on telecomasia.net.

When people talk about M2M and the Internet Of Things, they usually don’t talk much about the related security issues.  But they’re talking about them now. [Read more →]

According to India’s Economic Times, Tata Group is seriously considering exiting the telecommunications business with the sale of not just Tata Teleservices but also Tata Communications. Vodafone seems to have the inside track, and the Verizon Wireless proceeds will certainly be more than enough to fund something like that. [Read more →]

Here’s a quick look at news from this week that I didn’t get to in a timely fashion, as I am on the road.  I’ll be back over the weekend: [Read more →]

The western regional network operator Integra said yesterday that it has added 865 route miles of fiber to its network. The additional assets connect Sacramento to Salt Lake City with 100G pipes through Reno and some very dry territory. [Read more →]

If January is anything of an indicator, the content world is where Level 3 will be having the most fun in 2014. Last week we saw a new type of CDN/local caching arrangement with TM announced, and this week we have developments on three more content-related topics from the company. [Read more →]

In their report yesterday after the markets closed, Infinera revealed a strong fourth quarter and had good things to say about the first quarter of 2014.   They thus start the year in a good position with the industry-wide 100G cycle still at an early stage.  Here are their numbers in some context: [Read more →]

CenturyLink Technology Solutions has turned to IO to help expand its colocation footprint in Arizona. They’re using IO’s Intelligent Control in initial deployments at each of IO’s Phoenix and Scottsdale facilities, which means both IO’s modules and its data center operating system. [Read more →]

The Russian network operator TransTelecom (TTK) isn’t yet a household name in the west, but they’re extending more and more tendrils into Western Europe’s bandwith markets. Today it was announced that they have tapped Hibernia Networks to expand their reach into multiple additional European exchange nodes. [Read more →]

In metro news this week, two bits of expansion news, one upgrade, and two promotions: [Read more →]