Telecom Ramblings

This Industry Viewpoint was authored by Cam Cullen, VP of Global Marketing at Procera Networks.  

In 1996, Bill Gates wrote a famous article titled, “Content is King,” and the thesis of the article was that content sites, not ecommerce sites, would generate the most revenue on the Internet. Although Gates had an ulterior motive at the time— Microsoft had just created the MSNBC news channel—his assertion is becoming a reality today. The key driver of bandwidth consumption is [Read more →]

Cox Business has decided to dip its a toe into the cloud market via a partnership in the southwest. They’re teaming with Viawest in order to add colocation and cloud services to their product portfolio. [Read more →]

Taking another step beyond mere colo real estate development, Digital Realty Trust (NYSE:DLR, news, filings) this morning unveiled an ambitious new internet peering environment. Their Digital Open Internet Exchange aims to bring the ‘more independent and cost-effective exchange options’ one generally finds in Europe to the US market. [Read more →]

Here’s a quick roundup of some news from metro and regional fiber operators this week: [Read more →]

There was a bit of fiber consolidation down in Florida this past week that slipped past while I was travelling, and the source was of the offshore cable MSO variety.  Ok, so that’s not actually a known variety, but in this case it was the US subsidiary of Cable Bahamas doing the buying, taking out both US Metropolitan Telecom and Summit Broadband, as well as Marco Island Cable and NuVu for a combined sum of $89M. [Read more →]

The state of South Carolina has awarded a five year contract to Level 3 Communications (NYSE:LVLT, news, filings). The deal will supply web and audio conferencing to government organizations across the state, improving the efficiency of the bureaucracy through collaboration. [Read more →]

XO is going on the offensive, adding new markets up in the Great White North to its network service territory. They announced today the availability of their network service portfolio to both wholesale and enterprise customers across all of Canada’s six time zones. [Read more →]

Moving to fill a gap increasingly left open by ISPs, TELEHOUSE America said this morning that it is now offering its own IP transit services. IP transit has long been a very tough neighborhood, and many network operators would rather focus on managed services, Ethernet pipes, and the like. [Read more →]

As I try to shake off the jet lag, here’s a quick roundup of news from the colo sector: [Read more →]

Eight months into 2013, Zayo hadn’t bought any fiber networks yet — just a data center in Austin. So you knew there had to be something in the works, and there was. Today Zayo announced an agreement to buy Access Communications for $40M.  [Read more →]

It’s not *all* about developing properties for Digital Realty Trust (NYSE:DLR, news, filings), like everyone in the sector they are diligently working on their ecosystem.  Today they established what is billed as a ‘distributed cloud data center connectivity platform’ with the help of Epsilon Telecommunications. [Read more →]

Well, it took a bit more than the expected 45 days, but Vodafone has indeed signed on the dotted line for capacity on the Emerald Express cable system. The anticipated deal between Emerald Networks and Vodafone Iceland was first announced almost six months ago, and was signed on August 9 in the Harpa Concert and Conference Center in Reykjavik.  [Read more →]

I’m on the road today, after a summer in NJ that has been all too short.  In the meantime, here’s a quick catch-up on some other news from this week. [Read more →]

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

Cellcos are increasingly unconvinced that Joyn – the branded RCS offering backed by the GSM Association – is the ticket to compete with OTT messaging, according to a vendor survey. [Read more →]

Here’s a quick roundup of news from international network operators this week: [Read more →]

Cisco Systems (NASDAQ:CSCO, news, filings) reported a reasonably nice quarter, but the guidance looking forward didn’t make investors happy. And the announcement of layoffs of some 4000 worldwide didn’t make employees very happy either. [Read more →]

Here’s a quick look at some interesting news from the European theater in the past day or two: [Read more →]

Infinera and DANTE have teamed up to get themselves a new line in the record books, literally. It’s not for raw bandwidth capacity or speed though, but for the act of provisioning itself.  [Read more →]

Los Angeles’s Wilcon is bursting out of downtown and deep into the surrounding area with an acquisition that will shift the metro fiber landscape throughout southern California. With the help of their backers at Pamlico Capital, they’re buying Freedom Dark Fiber Networks according to an announcement that will hit the wires morning. [Read more →]

In Europe, two of the continent’s smaller incumbent operators are taking their pan-European networks and teaming up to take on the wholesale market.  KPN and Telekom Austria Group have announced a partnership that will combine the resources of  their complementary network footprints. [Read more →]

Some favorable windows in the credit markets are easier to spot than others, but when three US network operators look to squeeze through on the same day it’s not too difficult. Windstream, tw telecom, and Level 3 Communications each announced substantial balance sheet maneuvers today. [Read more →]

We’ve been seeing more and more trials of technology moving beyond the 100G mark this year, and today it was Verizon (NYSE:VZ, news, filings)‘s turn to test it out. They put Ciena gear to work in a field trial of a 200G link between New York and Boston.  [Read more →]

Higher churn held back euNetworks’ second quarter revenues, but Adjusted EBITDA continued to march ahead nonetheless.  Back in May they raised additional capital for expansion, and plan to make it count in organic growth moving forward – and in inorganic growth if the opportunity arises.  Given the growing rumbles of consolidation in Europe, that remains rather likely.  Here are the numbers in some context for euNetworks for Q2/2012: [Read more →]