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 →]

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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 →]

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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 →]

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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 →]

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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 →]

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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 →]

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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 →]

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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:

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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 →]

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Network Roundup: Fibertech, Level 3, Syringa

February 6th, 2014

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

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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 →]

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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 →]

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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 →]

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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 →]

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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 →]

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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 →]

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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 →]

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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 →]

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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 →]

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Friday Bytes: 24/7 MidAtlantic, Zayo, Equinix, Interxion, Internap

January 31st, 2014

Here's a quick look at news from this week that I didn't get to in a timely fashion, as I am on the road.  I'll be back over the weekend: [Read more →]

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Integra Lights Direct Route From Salt Lake to Sacramento

January 30th, 2014

long-haul-fiber-network-map-integra_001

The western regional network operator Integra said yesterday that it has added 865 route miles of fiber to its network. The additional assets connect Sacramento to Salt Lake City with 100G pipes through Reno and some very dry territory. [Read more →]

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Campers, Superbowls, and Large Files for Level 3

January 30th, 2014

If January is anything of an indicator, the content world is where Level 3 will be having the most fun in 2014. Last week we saw a new type of CDN/local caching arrangement with TM announced, and this week we have developments on three more content-related topics from the company. [Read more →]

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Infinera Finishes 2014 In Style, Guides to Strong Q1

January 30th, 2014

In their report yesterday after the markets closed, Infinera revealed a strong fourth quarter and had good things to say about the first quarter of 2014.   They thus start the year in a good position with the industry-wide 100G cycle still at an early stage.  Here are their numbers in some context: [Read more →]

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