AboveNet Invests In Atlanta

February 22nd, 2012
 

National metro operator abvt says that it has put substantial resources to work in its Atlanta market this year.  That means new low latency fiber routes bringing more key sites on-net in downtown Atlanta, Alpharetta, Buckhead and Norcross, highlighting QTS in particular.  It also means additional headcount and expertise dedicated to the Southeast. [Read more →]

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Windstream Closes Out 2011, Looks Ahead to a Busy Year

February 22nd, 2012
 

Hybrid RLEC/CLEC Windstream (NYSE:WIN, news, filings) turned in its fourth quarter earnings report this morning, giving us our first look at the company since it acquired PAETEC in December. They mercifully focused most of their key metrics on the pro-forma numbers, i.e. including [Read more →]

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Cogent’s Profitability Surges, Megaupload Will Drag

February 22nd, 2012
 

Cogent Communications (NASDAQ:CCOI, news, filings) reported its fourth quarter earnings  this morning.    Overall, Cogent continued its streak of steady, increasingly profitable growth.  Revenues were slightly low due to currency fluctuations, but the company managed a nice surprise down on the all-important bottom line.  Here’s a quick table of today’s numbers in context. [Read more →]

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LightSquared Sharpens Its Axe

February 22nd, 2012
 

In what is the most obviously inevitable workforce reduction so far this year, LightSquared (news) is supposedly planning to cut 45% of its workforce. Following the FCC’s decision to stop the buildout of their wholesale LTE network due to GPS interference concerns, the company currently lacks [Read more →]

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Zayo Takes On Intercity Transport In the East

February 21st, 2012
 

Zayo Group (news, filings) said today that it is expanding its northeastern fiber network to include a focus on high capacity intercity Ethernet and wavelength transport. What that means is 800Gbps of new total network capacity being targeted at one of the most competitive intercity markets in the world, i.e. within the Chicago/NYC/WashingtonDC triangle with access points in key facilities in [Read more →]

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Ciena Preannounces, Revenue Takes a Hit Amidships

February 21st, 2012
 

Networking equipment vendor Ciena (NASDAQ:CIEN, news, filings) pre-announced some preliminary results for the company’s fiscal first quarter, which ended January 31. The verdict can be summed up in one word: Yuck. [Read more →]

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Carpathia Picks Both Digital Realty and Equinix

February 21st, 2012
 

When managed hosting provider Carpathia Hosting went out to get more space, they weren’t kidding around. Carpathia will be using the services of a joint venture consisting of both Digital Realty Trust (NYSE:DLR, news, filings) and Equinix (NASDAQ:EQIX, news, filings) to get the [Read more →]

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International Roundup 2/21: Rostelecom, Interoute, Sea Fibre, Savvis

February 21st, 2012
 

Plenty of news overseas lately that is worth a quick look: [Read more →]

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GBI Ready For Service

February 20th, 2012
 

The Middle East’s newest, biggest cable has now officially gone live. Gulf Bridge International (news) and TE Subcom (news) today pronounced the system ‘ready for service’, bringing at least 5.18Tbps to the table and dragging the region’s bandwidth markets further into the modern world. Local ownership and landing stations in eight Gulf countries give each a direct pipe to both [Read more →]

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M&A Journal: CenturyLink and Level 3?

February 19th, 2012
 

A reader recently asked me to comment on a possible combination of CenturyLink (NYSE:CTL, news, filings) and Level 3 Communications (NYSE:LVLT, news, filings) after the two have finished their respective integrations. Various articles and research notes have alluded to the possibility of late, including [Read more →]

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Poll: Who is to blame for the LightSquared debacle?

February 17th, 2012
 

So much time, effort, and money were spent on LightSquared’s effort to build an LTE wholesale alternative over the past year or so, and now unless there is some serious magic left in Philip Falcone’s wand it all seems to have gone for naught.  LightSquared blames the GPS industry for sloppy design and inflexibility in finding a fix.  The GPS industry blames LightSquared for trying to kill their technology first and check for problems later.  Still others blame [Read more →]

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CSC Expands Cloud Infrastructure Via CoreSite

February 17th, 2012
 

Systems integrator CSC is planning to add some substantial infrastructure to its cloud effort.  They have launched a 1.5MW expansion at two of CoreSite’s facilities in Boston and Northern Virginia in support of a one of their clients in the global financial vertical.  The infrastructure is already in place, with direct access to CSC’s [Read more →]

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Has Alcatel-Lucent turned the corner?

February 17th, 2012
 

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

It’s been a banner week for the French-American network gear vendor. Last Friday Alcatel-Lucent reported its first full-year profit ever, posting earnings of $1.32 billion for 2011 after a loss of $439 million the previous year. With revenue down 2% during the period, that’s quite a turnaround involving some serious cost cutting. [Read more →]

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Metro Roundup 2/16: Lightower, Southern Telecom, PTGi, and VSG

February 16th, 2012
 

Let’s catch up on some recent news from the metro fiber operators and a quick look at the U.S. Business Ethernet Leaderboard according to Vertical Systems Group: [Read more →]

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Earthlink Aims for Business Services Growth By Year End

February 16th, 2012
 

Having spent the year integrating the assets of Deltacom and One Communications as well as other smaller purchases, Earthlink (NASDAQ:ELNK, news, filings) closed out 2011 with its fourth quarter earnings this morning.  Revenues of $350.2M were slightly above expectations, while earnings per share of $0.04 was inline with estimates.  Here is a quick table of the company’s results alongside the prior quarter’s numbers: [Read more →]

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Equinix Reports, Plans Aggressive DC Expansion

February 16th, 2012
 

Data center builder and operator Equinix (NASDAQ:EQIX, news, filings) filed its Q4 earnings yesterday, turning in its usual workmanlike growth report.  Of course, the stock has risen sharply since the beginning of the year and probably overshot a bit on expectations, but at its core Equinix seems to have had a fine quarter overall in which it met guidance and maintained its forward projections.  Here’s a quick tabular summary: [Read more →]

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Colo Bytes 2/15: Terremark, Digital Realty, IO, CoreSite, C7, Interxion, QTS

February 15th, 2012
 

Time to catch up on some bits and pieces from the colocation sector recently: [Read more →]

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The FCC Puts the Kibosh on LightSquared

February 15th, 2012
 

According to the New York Times and others this morning, LightSquared (news) has finally run out of runway.  In response to the NTIA’s conclusion that there is no practical way to resolve the GPS interference issue, the FCC has decided to revoke the conditional approval they had handed [Read more →]

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FiberLight Brings Texas a Texas-sized Expansion

February 15th, 2012
 

We haven’t heard much from metro fiber builder and operator FiberLight (news) recently, so it was nice to see them kick off a big expansion project yesterday. With anchor customers in hand, they announced a massive metro and regional infrastructure build-out into [Read more →]

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Zayo Marches Forward, Plans Further FTT Expansions

February 14th, 2012
 

Zayo Group (news, filings) turned in its usual steady performance for its fiscal second quarter, boosted especially by one month’s revenue from the 360Networks purchase.  Here’s a quick table of some of the company’s results in context: [Read more →]

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Cisco: Kneel Before the Mobile Exaflood

February 14th, 2012
 

Cisco Systems (NASDAQ:CSCO, news, filings) issued another of its traffic forecasts of doom today, putting a few numbers to the challenge faced by mobile networks over the next five years. In a nutshell, they are projecting 18-fold growth over that time period, reaching 10.8 exabytes per month when 2016 rolls around. Meanwhile, AT&T has chimed in with the news that its’ mobile data traffic doubled again last year.  There’s no doubt, it’s going to be a lot of bits. [Read more →]

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Hacking Story Gives Nortel One Last Kick

February 14th, 2012
 

Really? According to the Wall Street Journal this morning, hackers penetrated the internal networks of Nortel and stayed in there for a decade. Yes, a decade, and may still be in there eight years after the attack was discovered in 2004. You know, way back when we all thought MicroSoft was the root of all evil and Google was harmless and wonderful.  [Read more →]

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Uncertainty and the law

February 14th, 2012
 

This article was authored by Don Sambandaraksa, and was originally posted on telecomasia.net.

Corrupt and politicized regulation is rearing its ugly head spooking telco investment across Asia. [Read more →]

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