Crown Castle Also to Acquire Access Fiber Group

April 30th, 2015

In the previous article today about Crown Castle's plans to purchase Sunesys, I wondered what else might be on their shopping list after two deals in the past 8 months. Well, as an alert reader pointed out, it turns out that should have been three -- we missed one other already this year. [Read more →]

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Crown Castle Buys Sunesys, Stockpiles More Metro Fiber

April 30th, 2015

sunesys fiber map

If anyone thought Crown Castle's purchase of 24/7 MidAtlantic last autumn was a one time thing, they were proven wrong this morning.  The tower operator has struck again, and this time it has bought a whole lot more metro dark fiber by buying Sunesys. [Read more →]

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Wednesday Bytes: DE-CIX, Ciena, Infinera, ADVA

April 29th, 2015

In today's roundup, an IX traffic milestone and three vendor wins to take a look at: [Read more →]

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North American Enterprise Revenues Hold Up Level 3’s Q1

April 29th, 2015

Level 3 Communications posted its earnings report for Q1 2015 this morning, beating expectations slightly on earnings per share and coming in just under the street's view on revenue.  EBITDA and free cash flow were both strong, and the company raised guidance for both. Here are their numbers in some context with a few thoughts: [Read more →]

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CyrusOne to Acquire Cervalis

April 28th, 2015

The data center provider CyrusOne made a significant inorganic move today, announcing the acquisition of privately-held Cervalis.  The deal gives CyrusOne its first presence in the northeast, by which we mean the New York City metro area of course and an increased penetration of the financial vertical.   [Read more →]

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Tuesday Roundup: Allied Fiber, GCX, CenturyLink

April 28th, 2015

Here's a quick look at some news from early this week: [Read more →]

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Here Comes CS&L, the Network REIT is Born

April 28th, 2015

Yesterday Windstream followed through on the plans it unveiled 9 months ago, and spun off its network assets into a Real Estate Investment Trust in a tax-free move yesterday. The new entity trades under the ticker CSAL, and has had a bit of a rough going while the markets figure out just what to do with it.  [Read more →]

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Lightower to Buy Fibertech

April 27th, 2015

lightower-fibertech

We have a major M&A move in the metro fiber space, and no it does not involve Zayo. In a transaction announced today, Lightower and Fibertech will be merging in an all cash deal. [Read more →]

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The logic of telco M&As

April 27th, 2015

This article was authored by Jouko Ahvenainen, and was originally posted on telecomasia.net.

Hutchison acquired O2. BT acquired EE. Years ago Hutchison sold  Orange that is a part of EE, and BT divested O2. Nokia acquires Alcatel-Lucent and becomes the second largest network vendor, i.e. a business it planned to divest for some years. These are just some examples, but what does it tell about telco business and its long term planning? [Read more →]

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Earnings Preview: Level 3’s Integration Kicks Into High Gear

April 27th, 2015

On Wednesday morning, Level 3 will report its first quarter earnings.  Hence, as has been our custom on this site, here is a quick preview of what to expect.  This will be Level 3's first full quarter with the tw telecom business added in, and I expect to see significant integration expenses in advance of cost savings that will necessarily follow a bit later.  Also of note, my admittedly limited reading of the currency markets suggests [Read more →]

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Ramblings Jobs: Logix

April 26th, 2015

Two new job listings this past week on the Ramblings Jobs board from down in Texas to go with four others already on the books.  If that sounds familiar, it's because it is. [Read more →]

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Comcast Throws In the TWC Towel, What Next?

April 24th, 2015

With regulators, senators, and all sorts of allies lining up against its proposed purchase of TW Cable and no breakup fee to worry about, Comcast is said to be yielding the field of battle.  Reports say they may do it later today, deciding not to pursue what would be a difficult and probably fruitless trip through the courts.  So what happens next? [Read more →]

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Friday Bytes: EdgeConneX, Windstream, Ritter, NewCloud, Frontier

April 24th, 2015

Here's a roundup for this cold Friday here in the northeast.  I expect to be at the WAN Summit in NYC early next week, should anyone want to look me up there. [Read more →]

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Telstra Expands Pacnet’s PEN

April 23rd, 2015

One of the essential questions to be answered for Telstra's purchase of Pacnet out in the Pacific was just what their plans might be for Pacnet's high profile SDN-powered platform.  Less than a week after closing the deal, Telstra has answered that question by immediately moving to expand its reach. [Read more →]

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Google Launches Fi, Takes On Wireless Too

April 23rd, 2015

Not content with trying to prove the FTTH case with Google Fiber, Google revealed yesterday on its corporate blog that the company is taking on the other pillar of consumer bandwidth with the launch of Fi.  They're not building a new wireless carrier along with all the infrastructure that goes with it, but they are planning to showcase a few new ideas aimed at shaking up the market. [Read more →]

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FCC Piles On, Comcast/TWC Deal Teeters

April 23rd, 2015

I didn't think regulators would actually step into the ring and try to stop Comcast's purchase of TW Cable, but they seem to be doing so.  The FCC's staff has apparently recommended that the proposed transaction be given an administrative hearing before a judge.  That's what the FCC does when it disapproves, as in the case of AT&T/T-Mobile.   [Read more →]

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Wednesday Bytes: Bandwidth, Ciena, Transmode, Zayo

April 22nd, 2015

Time for a quick look at other news from around the industry this week: some cloud help for first responders, two vendor deals, and a financial move in fiber. [Read more →]

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Industry Spotlight: Alianza CEO Brian Beutler Talks Cloud Voice Platforms

April 22nd, 2015

Brian-Beutler-AlianzaOf all the services out there that the cloud revolution may transform, voice is by far the one with the longest legacy history and widespread deployment.  The VoIP revolution has taken a decade already, and still isn’t anywhere near complete and the PSTN is still with us.  But with the arrival of new technologies like the cloud and NFV, the inherent advantages VoIP has always had the potential for are becoming much more accessible.  Alianza is one of the companies driving forward on this front, and with us today to tell us what the company’s cloud voice platform is all about is CEO Brian Beutler. [Read more →]

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AquaComms, Subcom Launch New TransAtlantic Cable, AEConnect

April 21st, 2015

TRImage_282 Apr. 21

This morning saw the project launch announcement of another brand new Transatlantic cable system.  AquaComms and TE SubCom have kicked off the build of AEConnect, which they expect to be ready for service in December of this year. AEConnect will land out on Long Island in Shirley, NY and on the northwest coast of Ireland at Killala. The 5,400km route will then offer connectivity on to London via CeltixConnect across the Irish Sea.  [Read more →]

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More Metro Fiber for Birch

April 21st, 2015

When Birch acquired Cbeyond last year, along with it came Cbeyond's nascent efforts to add some significant metro fiber to its diet. It wasn't clear at the time whether Birch would continue that effort, not having done so itself too often as it pursued its prolific CLEC roll-up strategy. Yet the metro fiber buildouts are not only still moving along, Birch has been actively promoting its progress and yesterday offered another update[Read more →]

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Neutrona Helps XO Stretch Southward

April 21st, 2015

TRImage_281 Apr. 21

XO Communications is stretching its network reach southward into Latin America with the help of the regional carrier Neutrona Networks. Through interconnections in Dallas and Miami, the deal givex XO strategic access for its customers in Mexico, the markets of Central America, and South America. [Read more →]

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Cloud M&A: CenturyLink Buys Into DBaaS

April 21st, 2015

Yesterday, CenturyLink made yet another inorganic move to bolster its position in cloud services. They have acquired Orchestrate, whose specialty is Database-as-a-Service, or DBaaS, based on the popular NoSQL platform. [Read more →]

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Loon Prepares to Take Flight

April 20th, 2015

project-loon-balloon-sky-network

One of Google's more fanciful bandwidth projects is nearing the runway. Project Loon, which depending on who you ask is named after the water bird with the eerie call or simply a crazy person, has made some significant strides forward[Read more →]

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