Thursday Bytes: FirstLight, Comcast, TelePacific, MegaPath, Bandwidth

November 12th, 2015

Here's a quick roundup of interesting mid-week news items, three from the metro and two from VoIP/UC: [Read more →]

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Wednesday Bytes: Windstream, Ciena, HE, EdgeConneX

November 11th, 2015

We've had a bit of a flurry of M&A news and speculation lately, but here's a quick look at some of the other news from the sector from the first half of the week: [Read more →]

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Is connectedness really next to godliness?

November 11th, 2015

This article was authored by Tony Poulos, and was originally posted on telecomasia.net.

There’s an old saying that cleanliness is next to godliness. As a child I was never quite sure what it meant but I always presumed that if one kept clean they would look better in the eyes of God. Today the word ‘cleanliness’ could be replaced with ‘connectedness’ because [Read more →]

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The Shifting Sands of Infrastructure Ownership

November 10th, 2015

When history looks back on the last 20 years of telecom with dispassionate eyes, I think perhaps the trend that will be most visible is the vast shift in who owns (or wants to own) the physical infrastructure on which communications happen. Look at how different things seem to be evolving. [Read more →]

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Zayo Acquires Viatel As Fiscal Q1 Earnings Are Released

November 10th, 2015

Zayo reported its Fiscal Q1 earnings this morning, but in the process has revealed the pending acquisition of Viatel.  While the PR isn't out yet (now it is), the acquisition is detailed in Zayo's [Read more →]

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Industry Spotlight: Cowen’s Colby Synesael on Infrastructure

November 9th, 2015

I'm not the only one out there who lives on a steady daily diet of the happenings in the telecom and internet infrastructure universe.  Today we have a conversation with Colby Synesael, Senior Equity Research Analyst at Cowen & Company.  He has been covering the sector in great depth for the past decade, focusing on wireless, towers, competitive telco, data centers,  and CDNs/hosting.  His team covers some 24 of the key players in the industry, and he himself has become one of the most respected independent voices out there. [Read more →]

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Who Might Buy Verizon’s Enterprise Assets?

November 9th, 2015

On Friday, Reuters put out an article citing sources that Verizon is looking to sell off its enterprise assets. Specifically, that would mean both the cloud/data center stuff and the global networking business it has run since buying MCI Worldcom. If such a sale actually were to happen, it would be one of the biggest shifts in the world of telecom and internet infrastructure since the dot-com crash. [Read more →]

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Cisco, Ericsson Team Up

November 9th, 2015

Two of the biggest global vendors announced a strategic partnership this morning. Cisco and Ericsson are teaming up to 'create networks of the future'. [Read more →]

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TNCI, Impact to Merge

November 6th, 2015

In addition to the two network M&As this week, yesterday we saw some more consolidation in the VoIP/UC world.  TNCI and Impact Telecom have announced a definitive agreement to merge. [Read more →]

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Fiber M&A: euNetworks Acquires Inland Fibre

November 6th, 2015

More fiber M&A hit the news this Friday morning, this time over in Europe.  euNetworks has struck again, announcing the acquisition of 100% of the shares of Ireland's Inland Fibre Telecom.   [Read more →]

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Fiber M&A: LOGIX Sells to Astra

November 5th, 2015

Today there was some fiberoptic network M&A down in Texas and Oklahoma.  LOGIX Communications has agreed to be acquired by an investor group led by Astra Capital Management.   [Read more →]

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GTT’s Next Goal? Just a Billion

November 5th, 2015

As it GTT posted its third quarter earnings report this morning, the company also revealed its next public financial objective.  With the closing of its purchase of One Source Networks last month, GTT had achieved its previous goal of $400M in annualized revenue and $100M in EBITDA after several years of rolling up managed network and international backbone assets.   [Read more →]

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Windstream Finds Some Q3 Growth

November 5th, 2015

With the sale of its data center business set to shake things up in coming quarters, Windstream turned in a third quarter earnings report that surpassed analyst projections.  Revenue grew sequentially to $1.50B, higher than the $1.47B projected, while the net loss per share was just 0.08. [Read more →]

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Cogent Blows Past Estimates, Suspends Special Dividend

November 5th, 2015

According to its report this morning, Cogent Communications reached two interesting milestones this quarter.  First, they surpassed the $100M in quarterly revenue mark for the first time.  The network operator generated $103.0M in revenue and $0.07 per share in earnings, both coming in well ahead of expectations.  And second, they suspended their return of capital program after reaching the net leverage ratio they had been targeting. [Read more →]

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Interxion Plots Expansion Across Multiple Markets

November 4th, 2015

Interxion reported its third quarter earnings this morning, but not before detailing some new pan-European expansion plans.  The Amsterdam-based data center operator intends to build new data centers in Copenhagen, Amsterdam, and Dublin, while expanding another in Frankfurt. [Read more →]

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Cisco: Global cloud traffic to quadruple to 8.6ZB by 2019

November 4th, 2015

This article was originally published on Telecom Asia

Global cloud traffic is set to more than quadruple by the end of 2019, outpacing the growth of total global data center traffic, according to Cisco’s newly released annual Cloud Index. [Read more →]

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Tuesday Bytes: AquaComms, CenturyLink, FASTER, Zayo, Infomart, AT&T

November 3rd, 2015

Here's a quick roundup of some subsea, data center, and IoT news from the start of the week: [Read more →]

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EarthLink Raises Guidance Again

November 3rd, 2015

While they reported a loss in Q3 and saw lower revenue and EBITDA, EarthLink once again managed to surprise the market to the upside.  [Read more →]

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More Fiber for Lumos in Q3

November 3rd, 2015

Lumos Networks reported its third quarter 2015 numbers yesterday after the market closed.  Revenues of $51.0M and earnings per share of $0.06 were each slightly higher and lower than analysts had projected, respectively.  But the key thing to watch with Lumos is the growing amount of fiber in its diet. [Read more →]

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Akamai Bolsters Security Portfolio With Bloxx

November 2nd, 2015

Akamai made a small but interesting acquisition this morning. In an all cash transaction, they have purchased the Scottish security vendor Bloxx. [Read more →]

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Int’l Roundup: NTT, Epsilon, Ericsson, Hibernia, TI Sparkle

November 2nd, 2015

The industry kicked off the week with a bunch of news from the international front: [Read more →]

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Verizon Simplifies Regional Structure, Plans Layoffs

October 30th, 2015

Earlier this week, Verizon Wireless employees got a bit of ominous news. The company has revealed big plans to simplify its operating structure as its growth rate slows. They'll be consolidating the 20 regions they now have down to just six, cutting an unspecified number of jobs along the way. [Read more →]

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Indonesia’s big three cellcos to test Project Loon

October 30th, 2015

This article was authored by Dylan Bushell-Embling, and was originally posted on telecomasia.net.

Indonesia's three largest mobile operators - Indosat, Telkomsel and XL Axiata - will test providing balloon-powered internet services as part of Google's Project Loon. [Read more →]

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