Limelight Launches Managed CDN

February 7th, 2012
 

Limelight Networks (NASDAQ:LLNW, news, filings) has been working with carriers to some degree for a while now, but today they made a formal move deeper into the space by unveiling a managed CDN product called Limelight Deploy. Aimed at telcos, carriers, and service providers of various types, Limelight’s new offering does more than simply license the technology. It also includes [Read more →]

Leave a Comment

Inteliquent Makes Its Entrance

February 7th, 2012
 

Neutral Tandem has re-invented itself and its Tinet subsidiary today under a brand new name and a new stock symbol: Inteliquent (NASDAQ:IQNT, news, filings). The driving force for the re-branding is obvious, as both the Neutral Tandem and Tinet brands were very focused on particular product types, and in the former’s case on a single voice technology. Meanwhile the company itself has been broadening its portfolio, and wishes to be [Read more →]

1 Comment

Q4 Earnings Preview: tw telecom

February 7th, 2012
 

On Thursday morning, TW Telecom (NASDAQ:TWTC, news, filings) will report its fourth quarter and full year 2011 earnings.  Unlike Level 3, which reports on Wednesday and which I previewed in a post yesterday, tw telecom is not in the midst of a big internal integration project and there is not much mystery in what they’re likely to say.  The financial markets have been favorable to them lately, boosting their stock price above $20 again though, which suggests perhaps there will be [Read more →]

5 Comments

Verizon Pairs Up With Redbox for OTT Video

February 6th, 2012
 

Verizon (NYSE:VZ, news, filings) is planning to go over the top in a big way with a direct challenge to both Netflix and Amazon. They announced today a partnership with Coinstar’s Redbox aimed at bringing streaming video to consumers. And not just in their own territory but nationwide, which means they’ll be doing it over [Read more →]

Leave a Comment

Consolidated To Buy SureWest

February 6th, 2012
 

Hybrid RLEC/CLEC Consolidated Communications (NASDAQ:CNSL, news, filings) said today that it is making a major M&A move by purchasing surw. SureWest operates last mile networks for both residential and business customers in Kansas City and Sacramento, while Consolidated Communications operates in [Read more →]

Leave a Comment

Earnings Preview: Level 3’s Complicated Q4

February 6th, 2012
 

As longtime readers know, I have spent some effort over the years modeling the results of Level 3 Communications (NYSE:LVLT, news, filings), but haven’t tried to quantify much on the subject since the Global Crossing deal was concluded. The company reports its Q4 results on Wednesday morning, and there are so many moving parts that it is hard to predict just what they will say.  But many eyes will be on the company this week, so I’ll give it a go anyway. [Read more →]

2 Comments

Swearing off Google

February 3rd, 2012
 

This article was authored by Tony Poulos, and was originally posted on telecomasia.net.

Google sent me an email last week. It read: [Read more →]

8 Comments

Infinera Stomps Projections, Looks Ahead

February 3rd, 2012
 

We now have a counter-example to the thesis of carrier spending pullbacks in 2012. Infinera (NASDAQ:INFN, news, filings) easily bested analyst projections for the fourth quarter, despite warning in November of the impact of flooding in Thailand on its supply chain and despite the dismal winter some other vendors have seen (e.g. Juniper, Acme Packet).  Here is a quick table putting the company’s fourth quarter in some context: [Read more →]

Leave a Comment

Vendor Bytes 2/2: XKL, BroadSoft, ALU, Ericsson

February 2nd, 2012
 

News is a bit light for a Wednesday, so here’s some more catchup — this time from the vendors: [Read more →]

Leave a Comment

Telepresence Links Itself Up Further

February 2nd, 2012
 

We hadn’t heard as much recently from the still young world of telepresence, but this week has seen two substantial tie-ups already – each with a different flavor. [Read more →]

Leave a Comment

Network Roundup 2/2: Level 3, Earthlink, Integra, Fiberlight, Sidera

February 2nd, 2012
 

Happy Groundhog Day!  Plenty of interesting news to look at from the independent fiber operators this week already: [Read more →]

Leave a Comment

Fiber-to-the-Tower Milestones for Zayo

February 1st, 2012
 

Zayo Group (news, filings) has been a pioneer in the fiber-to-the-tower space for some time now, and today they gave a status update on just how big that buildout has become.  [Read more →]

Leave a Comment

Another Reprieve for LightSquared

February 1st, 2012
 

LightSquared (news) won reprieves in the last two days from both the FCC and its hopeful wholesale customer Sprint Nextel (NYSE:S, news, filings). The big day had been yesterday, until the FCC decided to put things off a bit further by asking for public comment on LightSquared’s recent [Read more →]

4 Comments

Colo Bytes 2/1: NTT, NL-IX, SSAE-16, Digital Realty

February 1st, 2012
 

Let’s catch up a bit with news in the data center space: [Read more →]

3 Comments

Transtelco Turns Up Texas Fiber

January 31st, 2012
 

Border crossing operator Transtelco (news) has further expanded its fiber network in central and southern Texas.  They have spent the last six months deploying the route from Dallas south to Austin, San Antonio, then through Laredo and down to McAllen. [Read more →]

1 Comment

Phonoscope Picks Ciena for Metro Upgrade

January 31st, 2012
 

Houston’s Phonoscope has picked gear from Ciena (NASDAQ:CIEN, news, filings) to power the next generation of its metro network.  Ciena’s gear will let them offer 40G and 100G services across their footprint.  One of the first customers to benefit will apparently be a national wireless company that needs 10G backhaul links from LTE cell sites in the city.  I’m guessing that would be [Read more →]

4 Comments

Nokia Siemens Axe Slices Through Germany

January 31st, 2012
 

Remember back in November when Nokia Siemens Networks announced its 23% headcount haircut of 17,000? Well, apparently they weren’t kidding — especially if you happen to be in Germany. A Bloomberg report today says that the company will be laying off [Read more →]

Leave a Comment

Ovum Sees Brake Lights Ahead

January 31st, 2012
 

The research out fit Ovum has a report out saying that growth is going to be slowing down for the telecommunications sector as a whole. In 2011 capex and revenues grew at a nice clip of 12% and 7%, respectively, a solid bounceback. However, Ovum says that the overall trend for 2010-2017 will be more like [Read more →]

1 Comment

Overseas Roundup 1/30: Rostelecom, ADVA, Orange, STM, Level 3

January 30th, 2012
 

A few items from overseas to start the week: [Read more →]

Leave a Comment

Regarding Peak Telecoms

January 30th, 2012
 

Martin Geddes put out a screed on Friday that is well worth a read, detailing his view of the impending doom of the telecommunications business as it is today. It makes for depressing reading, but its principle point is that the dollars generated by voice and messaging are going away and the industry simply has [Read more →]

5 Comments

Ramblings Jobs: Zayo and Sidera

January 28th, 2012
 

Two more job openings were posted to the  Telecom Ramblings Jobs Board this week.  I have plans to change the jobs board over from the current limited, hosted system to something a bit more extensive, hopefully for next month.  This week’s  job postings are from Zayo Group (news, filings) and sidera, both of whom seem to be hiring steadily of late. [Read more →]

Leave a Comment

More Details on Those Changes at XO Emerge

January 27th, 2012
 

Channel Partners Online has a nice report on what XO has been up to lately, as the company discussed with a group of agents yesterday.  Apparently, they’ve got a three year plan aimed at radically transforming the company’s revenue profile. [Read more →]

22 Comments

Friday Bytes 1/27: Teliasonera, Verizon, Limelight, Equinix, Zayo

January 27th, 2012
 

A quick roundup of items worth a quick look before you take off for the weekend: [Read more →]

2 Comments