Zayo, Equinix Close Deals while BT Gets the Green Light

January 15th, 2016

Three of the significant M&A deals in the telecom and internet infrastructure world saw significant news this morning. [Read more →]

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Level 3, Google Peer by the Bit Mile

January 15th, 2016

We've seen a steady stream of peering agreements announced over the past year, and now we have one for 2016.  But today's peering announcement isn't one that was likely driven by the FCC's regulatory stance on network neutrality following the disputes between content and the last mile of prior years.  In this case it's Google and Level 3 signing a settlement-free peering agreement, and they went the extra bit mile.  [Read more →]

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Submarine 2016: Preparing for the predicted capacity shortfall

January 15th, 2016

This Industry Viewpoint was contributed by Ed McCormack, Vice President and General Manager, Submarine Systems at Ciena Corporation

It’s the start of a new year and another January which means one thing for the submarine industry: PTC. The Pacific Telecommunications Council’s annual event, PTC’16, is taking place next week. This year’s theme is “reimagining telecoms” and it is only fitting as the submarine industry, like the traditional telecom and networking world, is undergoing rapid [Read more →]

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Submarine Roundup: Southern Cross, Ciena, Xtera, AquaComms

January 14th, 2016

With PTC coming next week, there's lots of news to catch up on under the waves this week as well: [Read more →]

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H5 Data Centers Takes Out Phoenix’s NextFort

January 14th, 2016

There has been a steady drumbeat of significant M&A in the colocation sector, and this morning we have another to consider. H5 Data Centers has announced the acquisition of the NextFort data center just outside Phoenix in Chandler, Arizona. [Read more →]

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Thursday Bytes: Transbeam, CityFibre, AT&T, MEF

January 14th, 2016

Here's a quick rundown of some news items for this Thursday, including two expansions, one federal deal, and a rebranding to take note of. [Read more →]

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Network Bytes: Level 3, Ritter, RCN, TWCBC, Limelight

January 13th, 2016

Here's a quick roundup of some news from this week from network operators large and small: [Read more →]

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NFV and Ethernet M&A: ADVA Buys Overture

January 13th, 2016

The rapidly evolving worlds of NFV and Ethernet saw some interesting consolidation this morning. ADVA Optical Networking has announced the acquisition of Overture. The combined company will take over the number one slot in the Ethernet access device marketplace and unify two NFV approaches. [Read more →]

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Int’l Roundup: Cinia, Infinera, CenturyLink, Akamai

January 12th, 2016

For this Tuesday's scanning, a submarine cable, some R&E, a little cloud, and a security warning. [Read more →]

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Seabras-1 Ready to Roll as Seaborn Completes Funding, Sparkle Signs On

January 12th, 2016

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The new independent submarine cable between North and South America known as Seabras-1 seems to finally have all its financial ducks in a row.  Yesterday, Seaborn Networks announced the project has now been fully funded, and this morning in a clearly related announcement we learned that TI Sparkle has signed on in a big way. [Read more →]

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Which Are the Most Likely Consolidators of US Networks in 2016? (Choose up to 3)

January 11th, 2016

Last week we opened the year looking at which US network assets are most likely to get bought.  This week let's take the other side of the question.  Who are the most likely buyers of US network assets this year? [Read more →]

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Netflix 2016: think global, worry about local later

January 11th, 2016

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

One of the biggest announcements at this year’s CES – apart from all the virtual reality gubbins – was Netflix’s launch of a new global player that effectively makes the service available in every country on Earth except China, North Korea, Syria, and [Read more →]

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Fiber M&A: Videotron Buys Fibrenoire

January 8th, 2016

ScreenHunter_13 Jan. 08 09.03

Yesterday there was a bit of interesting fiber M&A from north of the border.  The Canadian MSO Videotron has announced the acquisition of Fibrenoire. [Read more →]

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Friday Bytes: Faction, Zayo, Vantage, Liquid

January 8th, 2016

Before you head off for the weekend, here are two data center items, one cloud connectivity item, and a new subsea cable projet to look at: [Read more →]

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Midwest-IX Plans Indianapolis Liftoff

January 8th, 2016

The Midwest is getting another internet exchange point in a few days, with more to come. The startup Midwest-IX is throwing its launch party on January 19th out in Indianapolis. We've seen the European IXs getting started in major US markets the last few years, but this effort is entirely homegrown. [Read more →]

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What will Large Enterprises Buy for IT & Telecom in 2016?

January 7th, 2016

This Industry Viewpoint was contributed by David W Wang

As the new year unfolds, the focus of IT, datacom and telecom seems to be mostly on the wireless and consumer side. After all, the incoming 5G wireless network, OTT applications, and social media are driving the growth and trends. The once hot enterprise market, on the other hand, now seems to be sidelined.

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CS&L Strikes At Last, Buys PEG Bandwidth

January 7th, 2016

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Communications Sales & Leasing has finally made its first move since being spun off from Windstream as the industry's first network REIT.  And it's not a triple net lease of some ILEC assets either, but rather the acquisition of a network builder and operator.  CS&L is buying PEG Bandwidth. [Read more →]

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Int’l Bytes: Netflix, Cisco, Hurricane Electric

January 7th, 2016

Here are a few international items from yesterday and today that are worth noting: [Read more →]

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DuPont Fabros Plans NJ Exit

January 6th, 2016

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It's a week for the sale of data centers, or so it seems.  DuPont Fabros yesterday revealed plans to sell its giant facility in Piscataway, New Jersey. [Read more →]

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Verizon Puts Its Colo On the Table

January 6th, 2016

Reports this morning say that Verizon has done what they've been rumored to be considering for much of 2015.  They've apparently started a process to sell the company's data center assets. With Citigroup advising, they hope to monetize some 48 facilities with a target of more than [Read more →]

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Tuesday Roundup: Orange, GTT, Audiocodes, Charter

January 5th, 2016

In the news today that's worth a look, some M&A activity in Europe, in UC, and at the FCC, plus with a contract win. [Read more →]

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Valuation Trends for Network Operators in 2015

January 5th, 2016

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In December I updated Ramblings' Competitive Telecom Trends data and charts, and we looked at where EBITDA margins, capex, and proxy cash flow have been going for competitive network operators across the sector.  Today let's finish up with a quick look at valuation as represented by the ration of Enterprise Value to EBITDA.  Here is the graph, looking back a number of years and ending with a current estimate. [Read more →]

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Ramblings to Moderate JSA Virtual Roundtable This Friday

January 4th, 2016

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In case you haven't seen it elsewhere, JSA TV is holding another CEO Virtual Roundtable this Friday morning at 11:30am EST.  Your humble author will be moderating the panel, so don't forget to reserve a free seat for the live broadcast.  [Read more →]

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