Friday Bytes: GTT, Level 3, Integra, US Signal, Global Capacity, GTS

February 14th, 2014

Time for a quick roundup of other news from the networking world: [Read more →]

1 Comment

Poll: Will They Let Comcast Buy TW Cable?

February 13th, 2014

So Comcast surprised everyone, outbid Charter, and won over TW Cable's board with an all-stock deal.  While everyone thinks the FCC is going to go over this with a microscope, the protagonists' position is that this is good and necessary for cable and that competition won't be hurt at all.  If necessary they'll divest some 3M customers.  What do you think, will the powers that be let this merger go through? [Read more →]

1 Comment

Forget Charter, Comcast May Be About to Buy TW Cable

February 13th, 2014

The rumors are flying around, and they don't all entirely agree with each other. But they all seem to agree that Comcast is about to announce a deal for TW Cable in the $44-45B range.  [Followup: it's now official with a $45.2B price tag] [Read more →]

15 Comments

Euro Bytes: DE-CIX, Interxion, Colt, ACOnet, KPN

February 12th, 2014

Here's some European-flavored news bytes for this Wednesday, although for the first one the action is actually on this side of the Atlantic. [Read more →]

Leave a Comment

For tw telecom, Steady Growth Plus Big Investments in Q4

February 11th, 2014

After tw telecom announced a major expansion across 27 markets back in November, they didn't waste much time.  The biggest feature of the company's Q4 earnings report yesterday was a $119.8M in capex associated with the project including a 'strategic market expansion capital lease'.    As for the rest of the report, tw telecom reported its usual clockwork revenue growth and indicated next year will see a somewhat [Read more →]

2 Comments

Rackspace Puts Its Chips on the Hybrid Cloud

February 11th, 2014

Yesterday Rackspace posted nice earnings, saw its longtime CEO retire, and announced a shift in focus toward the hybrid cloud. Shares were trading rather lower after hours and in the premarket as the uncertainty of the last two overwhelmed the promise of the first. [Read more →]

4 Comments

Storm Clouds on the Last Mile Horizon

February 11th, 2014

Last week Stacey Higgenbotham over at GigaOm suggested that something is fishy in the world of last mile bandwidth. With the latest Netflix ISP speed index data, it sure is looking like she's onto something. [Read more →]

Leave a Comment

Why It Is China’s Turn to Lead the Submarine Cable Industry

February 11th, 2014

This is a guest article by Winston Qiu, an industry professional who writes over at submarinenetworks.com

No doubt, Chinese are now leading the submarine cable industry. Chinese chair in several important  submarine cable systems across the Pacific or connecting Asia, Africa and Europe, including APGAAE-1SMW5NCP, Faster Cable, no matter under constructing or in planning. There are skeptical and anxious voices, some even think [Read more →]

8 Comments

Vodafone Bids For ONO

February 10th, 2014

With the sale of its 45% interest in Verizon Wireless set to close in the next few weeks, Vodafone is certainly wasting no time putting the incoming cash hoard to work.  Last week there was talk of Tata, and now according to reports out of Europe this morning the British group has followed through on earlier Spanish rumors and made a real bid for Ono[Read more →]

1 Comment

Of data capping, competition and consumer rights

February 10th, 2014

This article was authored by Grace In Mono, and was originally posted on telecomasia.net.

Exactly two years to the month after I wrote about the “end of unlimited data plans” in the Philippines, we are back to talking about telcos’ fair use policy (FUP) on data usage and how [Read more →]

Leave a Comment

Ramblings Jobs: Level 3, FirstLight, Lightower

February 9th, 2014

This weekend we have two more listings on the jobs board than the last time, one from Level 3, two from Lightower, and another from FirstLight Fiber. [Read more →]

Leave a Comment

Friday Bytes: Colt, Interoute, Telehouse, Viawest, CyrusOne

February 7th, 2014

A quick summary of some cloud and data center news from the past week to catch up on:

[Read more →]

Leave a Comment

Zayo Marches On, Posts Steady Fiscal Q2

February 6th, 2014

Steady revenue growth, some organic some inorganic, steady margin expansion, and plenty of new on-net buildings marked Zayo's fiscal second quarter.   Here are their numbers in some context: [Read more →]

16 Comments

Network Roundup: Fibertech, Level 3, Syringa

February 6th, 2014

A quick roundup of network news from the last day or two: [Read more →]

Leave a Comment

Akamai Shrugs Off Apple Rumors, Posts Big Q4

February 5th, 2014

Last quarter Akamai's forward guidance described a contract renegotiation with a key customer everyone knew was Apple, and this week the buzz on the street has been that Apple is building its own CDN.  But none of that actually slowed down Akamai at all this winter, as the company posted a big fourth quarter and offered strong Q1 guidance that included the impact of that renegotiation. [Read more →]

Leave a Comment

Level 3 Pulls Off a Strong Q4

February 5th, 2014

Those looking for a datapoint of strong growth in Level 3's fourth quarter earnings report got what they were looking for, as the company easily coasted past my own revenue and EBITDA expectations.  And those looking for an actual profit, well they got that too and several cents per share higher than consensus estimates to boot.  Here are the numbers in some context: [Read more →]

6 Comments

Apple Unsurprisingly Plans to Roll Its Own CDN

February 5th, 2014

Reports out there say that Apple has been quietly preparing its own CDN/cloud infrastructure, to the apparent surprise of far too many. [Read more →]

1 Comment

Wednesday Roundup: ViaWest, Integra, Infinera

February 5th, 2014

Here's a quick roundup of other news from the first half of the week: [Read more →]

Leave a Comment

Cologix Buys Its Way Into Ohio, Acquires DataCenter.BZ

February 4th, 2014

Both colo and metro fiber/conduit assets are changing hands out in Columbus, Ohio. Cologix today announced a transaction to acquire DataCenter.BZ, which operates a range of assets in central Ohio. [Read more →]

Leave a Comment

Int’l Roundup: euNetworks, Alcatel-Lucent, NTT, Colt

February 4th, 2014

globeHere's a quick rundown of news from around the world over the past few days: [Read more →]

Leave a Comment

Earnings Preview: Level 3 Aims For Black

February 3rd, 2014

When Level 3 reports its earnings on Wednesday morning, there is a good chance they will finally pass the threshold of break-even in a sustainable way.  It's close enough that one time events can swing the actual number around, but analysts have pegged the EPS number at $0.03 for the final quarter of 2013.  Here are my guesses for the various numbers of interest in context with the prior four quarters as usual:  [Read more →]

8 Comments

M2M botnet threats are coming your way

February 3rd, 2014

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

When people talk about M2M and the Internet Of Things, they usually don’t talk much about the related security issues.  But they’re talking about them now. [Read more →]

Leave a Comment

Tata Communications For Sale?

January 31st, 2014

According to India's Economic Times, Tata Group is seriously considering exiting the telecommunications business with the sale of not just Tata Teleservices but also Tata Communications. Vodafone seems to have the inside track, and the Verizon Wireless proceeds will certainly be more than enough to fund something like that. [Read more →]

Leave a Comment