What will Large Enterprises Buy for IT & Telecom in 2016?

January 7th, 2016

This Industry Viewpoint was contributed by David W Wang

As the new year unfolds, the focus of IT, datacom and telecom seems to be mostly on the wireless and consumer side. After all, the incoming 5G wireless network, OTT applications, and social media are driving the growth and trends. The once hot enterprise market, on the other hand, now seems to be sidelined.

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CS&L Strikes At Last, Buys PEG Bandwidth

January 7th, 2016

Communications Sales & Leasing has finally made its first move since being spun off from Windstream as the industry's first network REIT.  And it's not a triple net lease of some ILEC assets either, but rather the acquisition of a network builder and operator.  CS&L is buying PEG Bandwidth. [Read more →]

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Int’l Bytes: Netflix, Cisco, Hurricane Electric

January 7th, 2016

Here are a few international items from yesterday and today that are worth noting: [Read more →]

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DuPont Fabros Plans NJ Exit

January 6th, 2016

It's a week for the sale of data centers, or so it seems.  DuPont Fabros yesterday revealed plans to sell its giant facility in Piscataway, New Jersey. [Read more →]

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Verizon Puts Its Colo On the Table

January 6th, 2016

Reports this morning say that Verizon has done what they've been rumored to be considering for much of 2015.  They've apparently started a process to sell the company's data center assets. With Citigroup advising, they hope to monetize some 48 facilities with a target of more than [Read more →]

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Tuesday Roundup: Orange, GTT, Audiocodes, Charter

January 5th, 2016

In the news today that's worth a look, some M&A activity in Europe, in UC, and at the FCC, plus with a contract win. [Read more →]

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Valuation Trends for Network Operators in 2015

January 5th, 2016

In December I updated Ramblings' Competitive Telecom Trends data and charts, and we looked at where EBITDA margins, capex, and proxy cash flow have been going for competitive network operators across the sector.  Today let's finish up with a quick look at valuation as represented by the ration of Enterprise Value to EBITDA.  Here is the graph, looking back a number of years and ending with a current estimate. [Read more →]

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Ramblings to Moderate JSA Virtual Roundtable This Friday

January 4th, 2016

In case you haven't seen it elsewhere, JSA TV is holding another CEO Virtual Roundtable this Friday morning at 11:30am EST.  Your humble author will be moderating the panel, so don't forget to reserve a free seat for the live broadcast.  [Read more →]

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Poll: Which US Networks Are Most Likely to Be Acquired in 2016?

January 4th, 2016

These polls have become something of an annual tradition, and so let's kick off the new year correctly.  Which network owners/operators do you think are the most likely to be acquired in 2016?   [Read more →]

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A Few New Year’s Predictions for 2016

December 31st, 2015

Happy New Year to all!  This year seems to have ended without the pre-New-Year surprise M&A or other incident, but I'm sure the news will pick up on Monday.  In the meantime, here are my internet infrastructure predictions for 2016.

 

 

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Looking Back On My 2015 Predictions

December 30th, 2015

Tomorrow I'll make some predictions for 2016.  Today I'm going to turn a critical eye on the ones I made for 2015 with the benefit of hindsight.  So what did I predict and how did I do? [Read more →]

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M&A In 2015: Data Center and Cloud Edition

December 29th, 2015

Yesterday we looked back at the network M&A transactions of 2015.  Today let's look at the data center world, from colo to the cloud.  There was quite a lot of activity, how much of it do you remember? [Read more →]

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Wishing you all a merry Encryptsmas

December 29th, 2015

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

I had the pleasure of being invited to give a presentation at the Thai Netizen Network’s end of year conference recently where I addressed an audience and fellow speakers who were obviously saddened by [Read more →]

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M&A in 2015: Network Edition

December 28th, 2015

Consolidation in the sector continued at a pretty good clip this year, although it was still a deceleration overall perhaps from prior years.  Here's a quick review, and let me know if I missed anything.  [Read more →]

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Binging and Throttling

December 24th, 2015

I've been avoiding T-Mobile's Binge On offering and the broader the sponsored data dispute for weeks now, but it's time to weigh in.   [Read more →]

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Wednesday Roundup: ShoreTel, Zayo, Colt

December 23rd, 2015

As we ease into Christmas at the end of this week, here's some quick catchup on some other news that's worth a look:  [Read more →]

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RCN, Cross River Align For Expansion

December 23rd, 2015

Yesterday in the New York City metro area, two metro fiber operators teamed up to expand their reach. RCN Business and Cross River Fiber will be leveraging each other's assets to stretch across the Hudson River.  [Read more →]

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DISA Taps 8 Companies for $4.3B Telecommunications Contract

December 22nd, 2015

Yesterday, the Department of Defense awarded contracts worth up to $4.3B to a group of telecommunications carriers and systems integrators. Artel, AT&T, BT, CenturyLink, GTT, CapRock, Level 3, and Verizon Business stand to pick up some significant federal business. [Read more →]

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On Juniper’s Back Door

December 22nd, 2015

Last week, Juniper revealed that it had found 'unauthorized code' in its ScreenOS firewall software, and while they issued a patch very quickly the repercussions for the industry as a whole are just getting started. This wasn't a bug, it was rogue code designed and covertly inserted to do what it did, which was to allow anyone to tap in to communications, encrypted or not.  And it has been in place for 2-3 years. [Read more →]

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Lightower Invests In Some Baltimore Metro Fiber

December 21st, 2015

Lightower often has something interesting to announce in the last week or two of the year, whether organic or inorganic.  Today they revealed a new expansion plan in the city of Baltimore through the acquisition of network assets from HarborLight Networks. [Read more →]

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Relative Proxy Cash Flows For Competitive Operators

December 21st, 2015

As this should be a pretty slow news week, let's take another look at what the updated data in Telecom Ramblings' recently updated competitive telecom trends section can tell us.  There's one plot there that I've always had but never really figured out what to do with -- let's give it another shot. [Read more →]

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Are humans the next machines?

December 21st, 2015

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

More and more services are transitioning to the internet and self-service. Data analytics and artificial intelligence help people in their daily activities. Now we see some services where people can get internet services that include human service components. [Read more →]

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Fiber M&A: Pinpoint Sells Fiber Network to Great Plains Communications

December 18th, 2015

The middle of the country saw a bit of fiber consolidation today. Great Plains Communications has entered into an agreement to buy Pinpoint Network Services and Pinpoint Broadband from Pinpoint Holdings. The deal will further boost Great Plains Communications' expansion within the region. [Read more →]

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