Metro Roundup: WOW!, Lightower, Cologix, CoreSite, Level 3

July 31st, 2014

Here’s a quick roundup of some of the news from the sector that didn’t have to do with earnings reports this week: [Read more →]

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With a Strong Q2, Equinix Boosts Guidance

July 31st, 2014

The data center business shows no sign of slowing down, at least if Equinix’s results are any indication.  Revenues, EBITDA, and earnings per share all outpaced both guidance and expectations, and the company boosted its full year guidance for both revenue and EBITDA.  Here are their numbers in some context: [Read more →]

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With Level 3 In the Wings, tw telecom Posts Solid Q2 Growth

July 30th, 2014

A week or so earlier than usual and a day and a half after its prospective acquirer did so, tw telecom posted its second quarter results.  They saw revenue growth pick up a little bit over the past few quarters, moving up 2.8% sequentially and beating estimates slightly.  Earnings per share seems to have been inline after excluding merger-related costs.  Here are their numbers in some context: [Read more →]

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Has Reliance Found a Buyer At Last For Its Submarine Cables?

July 30th, 2014

TRImage_200 Jul. 30

For quite a few years now, the Indian telecommunications giant Reliance Communications has been looking for a way to monetize its international networking assets.  According to Telegeography, China’s CITIC Telecom is said to be preparing a bid, at least for the submarine cable part.   Have they finally found a buyer? [Read more →]

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It’s AT&T’s Turn, Netflix Signs Another Interconnection Agreement

July 30th, 2014

Netflix and AT&T have apparently made an interconnection pact, following the same path as we have seen over the past two quarters with Comcast and Verizon. Perhaps this time will be a little less acrimonious, as the two plan to have the necessary connections in place ‘over the coming days’. [Read more →]

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Windstream to Spin Off a Network REIT?

July 29th, 2014

In a proposed move that could shake up the way the industry looks at its assets, Windstream today announced plans to spin off some assets into a Real Estate Investment Trust (REIT). When I saw the headline, I figured it was their data center assets & business al la Equinix etc, but it is not about colo at all. They are actually looking to put their fiber and copper network assets into a publicly traded REIT. [Read more →]

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Level 3 Maintains Its Momentum, Posts Another Strong Quarter

July 29th, 2014

With the tw telecom transaction still looming large in the autumn, Q2 and Q3 for Level 3 are about not tripping over anything.  And they didn’t, posting another strong quarter of enterprise revenue growth.  This time it was Europe and South America that held things up, even after taking out boosts from currency fluctuations.  Here are their actual numbers in some context: [Read more →]

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Monday Roundup: EdgeConneX, UPN, RCN Business, Viawest

July 28th, 2014

Here’s a quick look at some of this week’s early announcements and some of last week’s later ones: [Read more →]

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In India, OTT isn’t killing domestic voice (yet): Idea Cellular

July 28th, 2014

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

Many telcos are worried about OTT voice/messaging services cannibalizing their revenues. India’s Idea Cellular is not one of them – at least on the domestic voice front. [Read more →]

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Earnings Preview: Watching Level 3′s Momentum

July 27th, 2014

Last quarter the question was whether Level 3′s revenue and EBITDA growth would justify its stock price gains, and they came through big.  On Tuesday they’ll report their Q2 numbers and the dynamics are rather less organic as we have the tw telecom deal hanging overhead.  But it is important that the company maintain its growth momentum going into the merger.  Here are my guesses for Level 3′s Q2 numbers in the usual historical context: [Read more →]

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Ramblings Jobs: Logix, Walker, FirstLight

July 27th, 2014

Three more job listings this week on the Ramblings Jobs Board, with one each from Logix Communications, Walker & Associates, and FirstLight Fiber. [Read more →]

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tw telecom Expands in KC, Atlanta

July 25th, 2014

Now that all the immediate aftermath of the Level 3 merger announcement has subsided and we wait a quarter for the deal to close, tw telecom is pulling everyone’s focus back down to the company’s main operational task for 2014. That would be the expansion of its metro fiber footprint in markets across the country, a few the details of two of those markets being announced today. [Read more →]

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