Telecom Ramblings

Both Akamai and Infinera reported earnings after the market closed, and both companies had good news to share and both stocks are up after hours. [Read more →]

The data center space continues to hop with activity, here is another set of quick takes from Cologix, IO, Telx, and ViaWest: [Read more →]

Over in Europe, Interoute has been keeping busy on the cloud side of things lately, with a customer win and a new service to offer to the enterprise. While their primary asset has traditionally been their fiber, in the past few years Interoute has poured resources into the datacenter and cloud market in hopes of better [Read more →]

Materially higher growth rates for its core network services continued to prove elusive for Level 3 in the third quarter.  Revenues and earnings per share both came in a little shy of analyst estimates in this morning’s quarterly report, but the company nevertheless maintained its guidance for full year EBITDA, free cash flow, and revenue growth trends. [Read more →]

Juniper Networks (NASDAQ:JNPR, news, filings) sailed through their third quarter, easily besting both guidance and analyst estimates for all metrics.  Looking forward, fourth quarter guidance remained relatively conservative on earnings per share, but still straddling expectations for revenue.  Here’s a quick tabular summary with the usual context: [Read more →]

Today’s roundup features metro fiber news from Lightower and Optimum Lightpath, new channel capabilities from Telarus, and another cloud win for Viawest: [Read more →]

The southeastern metro fiber specialist FiberLight is implementing a wireless backhaul network featuring gear from Ciena (NASDAQ:CIEN, news, filings), according to an announcement by the network equipment vendor this morning. We haven’t heard much from FiberLight much recently, although I know they have been steadily laying fiber in West Texas. [Read more →]

Over the next day and a half, three more of the usual early reporters from telecom and internet infrastructure will report earnings:  Akamai, Juniper, and Infinera.  Expectations this quarter seem fairly balanced as a whole across the sector: cautious, but without a sense of impending doom.  Analysts seem mostly in synch with the guidance they’ve been given.  Here’s a quick preview: [Read more →]

Here’s a quick rundown on some recent news from colo and the cloud:  another peering partner for CoreSite, an anchor customer for ViaWest, a cloud offering from TW Cable, and a new project by some heavy hitters in Manhattan: [Read more →]

The OECD’s Rudolf Van der Berg posted a fascinating article this morning over on the OECD Insights blog summarizing a few tidbits of a recent report on traffic exchange and peering between today’s networks. Did you know that more than 99.5% of traffic exchange agreements are nothing more than a handshake, with no written or formal agreement at all? [Read more →]

For Level 3, this quarter’s numbers to be released on Wednesday morning will mark the fourth quarterly report to include the Global Crossing business, and the good news is that the questions around Level 3’s future are about its enterprise growth, and not about its integration progress. The integration has been going as steadily as anyone could realistically have hoped for.  But the company’s second quarter numbers still didn’t yet show as much of the growth potential that investors really want to see developing, and so now everyone will be looking even closer [Read more →]

Another job was posted on the Ramblings’ Jobs board this weekend from the Cable MSO side of the tracks.  Layoff news over in Europe this week has been thick, with Teliasonera and Alcatel-Lucent detailing cutbacks, but at least in the US metro fiber business things are still hopping.  Cox Business is looking for a [Read more →]

Ok, Friday Poll time.  Softbank’s purchase of 70% of Sprint and yesterday’s followup of Sprint taking a majority stake in Clearwire have been the stories of the week by far.  But how much have things really changed?  Can a Japanese billionaire and Dan Hesse really take on the effective duopoly of Verizon and AT&T?  Vote!  [Read more →]

If there’s any company out there this year in telecom that is fighting harder to get respect and still not getting it, it’s magicJack VocalTec (NASDAQ:CALL, news, filings). The VoIP upstart turned in yet another big quarter, coming in near the top of the guidance they just raised a few weeks ago.  [Read more →]

This Industry Viewpoint was authored by Dr. Yaakov Stein, the Chief Technology Officer of RAD Data Communications.  You can find more of his writings on his Carrier Grade Communications blog.

Everyone in the industry is talking about Software Defined Networks or SDNs, but unfortunately no two people using the term mean precisely the same thing. However, after hearing dozens of academicians and even more networking converts, and after reading hundreds of press releases, I believe that when people mention SDN they are talking about a network based on one or both of two guiding principles [Read more →]

Lots of market expansion news from the international front to look at toda, from Teliasonera, Overture, NTT, ChinaCache, and Colt: [Read more →]

Verizon (NYSE:VZ, news, filings) kicked off the US telecommunications earning season with a solid third quarter. Revenues of $29.0B and adjusted EPS of $0.64 were each right on target, with profit margins at Verizon Wireless powering the way forward. [Read more →]

Well, the traders were apparently both right and oh so wrong about Sprint’s plans for Clearwire. In the wake of the Softbank deal announcement, reports this morning have Sprint moving to take control of Clearwire by simply boosting their ownership stake above 50%. [Read more →]

Well, at least they didn’t wait for the holidays like always seems to be the case. Today TeliaSonera’s rather dismal earnings report was accompanied by news of its plans to lay off 2,000 jobs over the next several years, or 7% of the company’s workforce. At least that’s the [Read more →]

For those who thought Zayo Group (news, filings) was done shopping for the year, the word is ‘nope’. This morning the rapidly expanding fiber phenomenon announced an agreement to buy First Telecom Services for [Read more →]

In case you haven’t noticed, Level 3 Communications (NYSE:LVLT, news, filings) likes Latin America a lot at the moment. Today the long-embattled network operator announced the expansion of the company’s data center in Quito, the capital of Ecuador. The extra space and service capability will help the company [Read more →]

Deutsche Telekom ICCS, the international wholesale arm of the German incumbent, has made a move deeper into the CDN market. Today they unveiled an Application Delivery Network based on EdgeCast’s CDN technology.  The service is aimed at [Read more →]

Some quick-takes on news from the content delivery segment: [Read more →]