Telecom Ramblings

Equinix (NASDAQ:EQIX, news, filings) has had no trouble with the macro environment it seems, as their Q2 report was as solid as it always is. Revenues came in within their usual narrow range of guidance, and they boosted the full year 2012 outlook by $30M to ‘greater than $1.920B’ to account for $30M from the acquisitions of Asia Tone and ancotel.  EBITDA was higher than expected, checking in with a nice sequential increase to $222.1M, and they boosted the full year 2012 outlook for that by $20M as well.  Here’s a quick table of the relevant numbers: [Read more →]

Two interesting releases from CenturyLink yesterday and this morning, on two different subjects: consumer access and cloud connectivity. [Read more →]

Level 3 Communications (NYSE:LVLT, news, filings) reported its Q2 earnings this morning, keeping its promise on EBITDA growth with a very nice number that out outpaced my model easily, but with lighter than expected revenues in part due to currency fluctuations.  The integration still appears to be going well, requiring less integration spending for each dollar of synergies than anticipated.  But the macro economy definitely did not help this quarter.  Here’s a table of Level 3’s numbers in the context of the past two quarters: [Read more →]

With its 5x100G DTN-X finally released into the wild, Infinera posted its Q2 results today.  Revenues coming in toward the lower end of guidance while the market had them closer to the midpoint, while earnings per share and margins were in-line.  As expected, the numbers start to look much better in the second half – with Q3 guidance fairly strong despite the prevailing mood out there.  Here’s a quick table of results in some context: [Read more →]

Juniper Networks (NASDAQ:JNPR, news, filings) followed up a surprisingly good Q1 with an even better Q2, despite the moody uncertainty hanging over the sector as a whole.  Here’s a quick table of some of the relevant numbers: [Read more →]

Let’s survey the latest announcements from the vendor side of the tracks: [Read more →]

A quick look at some interesting items in the past 24 hours from Cisco, Surf, and Birch: [Read more →]

Fears of a weakening overall economic environment were driven back a bit further this morning as AT&T like Verizon posted a steady quarter. Overall, earnings per share of $0.66 were a few pennies above expectations, while revenues were just a tad light at $31.6B. [Read more →]

Not much from the big guys today or over the weekend, so let’s take a look at recent items at the regional level from Fatbeam, Tech Valley, Fastroads, and Lake County, MN: [Read more →]

Apparently even big dividends were not enough to lure investors in Singapore to put their money into the 75% of Reliance Communications’ submarine cable unit that was up for sale under the name Global Telecommunications Infrastructure Trust. The IPO has been shelved in the face of unfavourable market conditions, and with it the $1B that Reliance hoped to raise to reduce its overall debt.   [Read more →]

On Wednesday, Level 3 Communications (NYSE:LVLT, news, filings) will be report earnings for the second quarter, so it’s time for my preview and projections.  As I have recently rambled on about, this could be a pivotal quarter for Level 3 given that it is at the midpoint of the Global Crossing integration and is fighting to maintain its growth trend in the face of some market headwinds out of Europe. That seems to be the main caveat [Read more →]

Two more new listings on the Ramblings’ Jobs Board this week, with both Logix Communications and Cogent Communications doing some hiring.  We needed a little good jobs news to help balance out the looming dark side this week from restructuring at FiberTower and Broadview.   [Read more →]

Zayo Group (news, filings) may be busy integrating Abovenet this quarter, but they have also been advancing on fronts where there is less integration work to be done.  Yesterday the Colorado-based fiber operator announced a big expansion on its own home turf: the greater Denver metro area. [Read more →]

Here’s a quick look at some of the news this week on the international front: [Read more →]

This article was authored by Michael Carroll, and was originally posted on telecomasia.net.

The demise of the Wholesale Application Community (WAC) may prove the doomsayers right, but doesn’t necessarily mean telcos should give up on network application program interfaces (APIs). [Read more →]

Cologix emerged onto the data center and interconnection stage a little less than a year ago, after operating in stealth for a while.  Starting with Dallas and three Canadian markets last year, they recently announced expansions in Toronto and Dallas, purchased the Minnesota Gateway and added yet more depth in Toronto by buying Carrier Connex.  With us today to talk about [Read more →]

Here’s a quick catchup on some new from the vendors this week: [Read more →]

Sidera has been busy lately in northern NJ and Manhattan.  The regional fiber operator today announced reductions in latency on all major routes for its Xtreme network between major data centers on either side of the Hudson.  Additionally, they added low latency connectivity to the NYSE facility in Mahwah, which opened its doors to carriers a few months ago.  Specifically, Sidera added or improved low latency connectivity between the following: [Read more →]

Level 3 Communications (NYSE:LVLT, news, filings) said this morning that it plans to sell $300M of senior unsecured notes due 2019 in a private offering to qualified institutional buyers. The money will go to general corporate purposes, most likely debt refinancing – which of course is where most of it usually goes. In conjunction with the sale, Level 3 offered up the following quote:  [Read more →]

Today the wireless backhaul specialist ftwr finally surrendered to the inevitable and announced that it has filed voluntary petitions for Chapter 11 bankruptcy in North Texas. Under the proposed reorganization, the $176M in long term debt would be [Read more →]

The folks planning to run fiber through the Northwest Passage are still out there, and today took one more step toward making the cable a reality. Arctic Fibre (news) says it has launched a process to quantify Canadian demand for bandwidth on the 15,300km cable that will stretch from Tokyo to London. Canadian carriers and government agencies will have until September 1 (6 weeks from now) to [Read more →]

This Week in Tech had a really nice special last Friday taking a deep look at traffic congestion, bandwidth caps, and everything in between.  Dane Jasper of Sonic.net, Reid Fishler of Hurricane Electric, Christopher Mitchel of muninetworks.org, and Benoit Felten of Diffraction Analysis weighed in.  I’ve embedded the video below or you can view it on the TWiT site directly, it’s well worth a watch. [Read more →]

Time for a quick look at recent items from the metro: [Read more →]