As KPN Sells EPlus, Carlos Slim Stretches Muscles

July 29th, 2013

Just thirteen months after taking KPNs board of directors to remedial valuation school as it bought nearly 30% of the company despite protests it was paying too little, America Movil and its billionaire-in-chief seem to be preparing to make a few more waves. Last week Carlos Slim expressed the belief that the sale price for KPN’s E-Plus division was too low, and this week America Movil has now ended its relationship agreement with the Dutch incumbent. [Read more →]

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Air France, MLBAM Tap Level 3

July 29th, 2013

One can often gauge just what messages a company will focus on during its earnings report by looking at the press releases that land just beforehand. For Level 3 Communications (NYSE:LVLT, news, filings), which reports on Wednesday, the week kicked off with two familiar themes in the form of announcements covering an expanded content services deal in the US and a new, high profile, multinational IP VPN customer in Latin America. [Read more →]

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Earnings Preview: Level 3 Still Seeking Its Groove

July 29th, 2013

Level 3 Communications (NYSE:LVLT, news, filings) will report its second quarter of 2013 and first quarter under the leadership of CEO Jeff Storey on Wednesday this week.  While some of my earlier models have projected they would make the transition to positive EPS this quarter, the last two quarterly reports managed to delay things and it now looks like that’s a Q3 story.  But I’m guessing that this quarter *should* show some improvements in both revenue and EBITDA: [Read more →]

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Data Bytes: CoreSite, Telx, Digital Realty, CyrusOne, Savvis

July 26th, 2013

Time for a quick roundup of news from the data center. Both Telx and CoreSite saw new international network PoPs move into their facilities, Digital Realty made a second Dutch Move, CyrusOne picked up a financial vertical contract, and Savvis launched a new service: [Read more →]

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Arctic Fibre Sends Survey Team to Nunavut

July 25th, 2013

Arctic Fibre Network Map

Next month will see another step forward for big bandwidth to and through one of the least connected regions of the planet. Arctic Fiber kicked off its route survey through Canada’s far northern region of Nunavut and northern Quebec. [Read more →]

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Infinera Rides the DTN-X For Growth

July 25th, 2013

With the rollout of its flagship DTN-X platform now a year old, Infinera (NASDAQ:INFN, news, filings) appears ready to cross the line back into profitability next quarter.  Revenues and earnings per share beat estimates, and the third quarter guidance came in above expectations: [Read more →]

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Solid Progress For Akamai In Q2

July 25th, 2013

There were no fireworks in the Q2 report of cloud CDN provider Akamai (NASDAQ:AKAM, news, filings), just solid numbers.  With support from the performance and security solutions side of things, both revenues and adjusted earnings per share came in at the top of guidance, which is right where analysts had been looking.  Here are a few of their numbers in some context: [Read more →]

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Equinix Dials Its Growth Meter Back a Bit

July 24th, 2013

The carrier neutral data center giant Equinix (NASDAQ:EQIX, news, filings) is taking it on the chin again after hours following its Q2 earnings report.  Eating into their usually rock-steady growth profile were a change to the accounting of non-recurring revenues, the costs involved in the REIT conversion they are pursuing, and some foreign exchange effects.   [Read more →]

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Metro Bytes: Comcast, Geo, DukeNet, Sovernet

July 24th, 2013

Time for a quick roundup of news from early this week or late last week, with contracts for Comcast Business and Geo Networks, a certification for DukeNet, and an expansion by Sovernet on its eastern flank: [Read more →]

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Mammoth Expands in the Northern Tier

July 24th, 2013

privateline_coverage

Mammoth Networks says it has added three new aggregation points this month up in the lightly covered northern tier, opening locations in Minneapolis MN, Bismark ND, and Cour d’Alene ID. The expansion enhances their capabilities in the Dakotas and in northern Idaho. [Read more →]

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Network Roundup: Level 3, Hurricane Electric, NTT, VoxBone

July 24th, 2013

Time for a quick roundup of recent news from network providers: [Read more →]

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Juniper Posts a Big Q2, Announces CEO Retirement

July 23rd, 2013

Juniper Networks (NASDAQ:JNPR, news, filings) had a big second quarter according to the results announced earlier today.  Revenues easily bested both their own guidance and analyst expectations, while non-GAAP earnings per share and operating margin were also a few ticks ahead of the curve.  And apparently CEO Kevin Johnson decided this high note was a good chance to go out on top, announcing his plans to retire. [Read more →]

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Cisco Bolsters Security Portfolio, Buys Sourcefire

July 23rd, 2013

In a $2.7B deal, Cisco Systems (NASDAQ:CSCO, news, filings) announced this morning that it has agreed to buy Sourcefire for $76 per share in cash.  That’s nearly a 30% premium above Monday’s closing price. Sourcefire offers highly automated, intelligent security solutions that help enterprises and network operators cope with the growing array of modern cyber attacks. [Read more →]

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Digital Realty Buys Site, Plans Haarlemmermeer Data Center

July 23rd, 2013

A data center REIT’s work is never done, there’s always more square footage to be developed. Digital Realty Trust (NYSE:DLR, news, filings) made another such move this morning over in the Netherlands in the suburbs of Amsterdam. They’ve acquired a site in Haarlemmermeer (and no, my ‘a’, ‘e’, and ‘m’ keys aren’t sticking) on which they plan to build an 11.5MW facility. [Read more →]

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Europe M&A: Telefonica to Buy E-Plus From KPN

July 23rd, 2013

Rumbles of consolidation in the European wireless markets turned into reality this morning over in Germany. Spanish-based Telefónica has apparently agreed to purchase E-Plus from the Dutch incumbent KPN, shaking up the balance of power in the most important market in Europe. [Read more →]

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Earnings Previews: Juniper, Akamai, Infinera, Equinix

July 22nd, 2013

This week will see a deluge of Q2 earnings announcements, including an interesting cross-section of the most dynamic internet infrastructure stocks. Here’s a quick look at four of them: Juniper reports on Tuesday, followed by Akamai, Infinera, and Equinix on Wednesday. [Read more →]

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Bharti Airtel Plans Terrestrial Cable to Bangladesh

July 22nd, 2013

In India, Bharti Airtel is putting in fiber to the northeast, linking at last to Bangladesh via a terrestrial fiber cable. The Indian operator is in part looking to boost its wireless capabilities and network quality in the neighboring country, and the new route will complement the existing submarine cable and satellite access that Bangladesh gets nearly all its connectivity from at present. [Read more →]

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Ramblings Jobs: Tech Valley Communications

July 20th, 2013

We have a new job listing this week from Tech Valley Communications up in the northeast. [Read more →]

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Data Bytes: Global Capacity, Sabey, Internap, US Signal

July 19th, 2013

It’s time for a quick Friday roundup of data sector news I didn’t get to this week that’s worth a quick look, with items from Global Capacity, Sabey, Internap, and US Signal: [Read more →]

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EdgeCast Reloads Coffers, Raises $54M

July 19th, 2013

Yesterday EdgeCast Networks dipped back into the private equity markets to raise another $54M in new financing. The new funds will go toward driving additional growth in the form of additional services, intellectual property, and international sales and marketing. [Read more →]

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Vantage Brings in Sureel Choksi as CEO

July 18th, 2013

Another Level 3 alumni has resurfaced to take the helm of a company within telecom and internet infrastructure. Sureel Choksi has been appointed the CEO of Vantage Data Centers, succeeding Jim Trout who will transition to a new role as Founder and CTO. [Read more →]

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GI Partners Buys One Wilshire

July 18th, 2013

onewilshire

One of the USA’s most connected buildings has changed hands again. One Wilshire, the flagship carrier hotel of Los Angeles, has been purchased by a fund managed by the private equity firm GI Partners for the giant state retirement fund CalPERS. [Read more →]

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The Axis of Espionage Grows

July 18th, 2013

This article was authored by Don Sambandaraksa, and was originally posted on telecomasia.net.

Two new names have been added to the Axis of Espionage. It was revealed that Telstra and PCCW have been collaborating with US intelligence agencies, secretly allowing them access to data going through their networks since 2001. [Read more →]

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