Savvis Buys Ciber’s ITO Business

July 31st, 2012

Savvis (news, filings) [a subsidiary of CenturyLink (NYSE:CTL, news, filings)] is purchasing the IT outsourcing business of Ciber, giving it greater muscle on the services side of its business to go with its colo and cloud infrastructure. The two companies have been working together since partnering last summer.  [Read more →]

Leave a Comment

Summit Infrastructure Group Launches

July 31st, 2012

ScreenHunter_06 Jul. 31 07.50

With all the consolidation reducing the number of fiber network operators and builders in the space, it's nice to see one get created now and then. Today Summit Infrastructure Group formally launched, specializing in dark fiber for data center connectivity. [Read more →]

Leave a Comment

ABRY’s Xand Merges with DBSi

July 31st, 2012

ABRY Partners has acquired yet more internet infrastructure to add to its collection. Xand, which ABRY purchased last october, announced its intention to merge DBSi this morning. The deal follows a merger with Access Northeast just this past Spring. [Read more →]

Leave a Comment

McNeil/Lehrer Picks Level 3’s Vyvx For Conventions

July 30th, 2012

Level 3 Communications (NYSE:LVLT, news, filings) picked up a key election season video deal at its Vyvx division. McNeil/Lehrer Productions, which produces the PBS NewsHour and handles convention coverage for the public broadcaster, has selected Level 3 to help produce and deliver video coverage for both party conventions this summer. [Read more →]

15 Comments

CenturyLink Adds Metro Connectivity in Charlotte

July 30th, 2012

ScreenHunter_05 Jul. 30 09.17

CenturyLink (NYSE:CTL, news, filings) announced an expansion of its fiber in the Charlotte metro area, adding a ring with connectivity into five data centers and bringing products such as wavelengths, IP transit, and IPVPN directly to more customers there. [Read more →]

Leave a Comment

Weekend Bytes: ADTRAN, MegaPath, Limelight, Alcatel-Lucent, UPN

July 30th, 2012

A bit of catch-up to start the week, with news from Adtran this morning plus bits from late last week from MegaPath, Limelight, Alcatel-Lucent, and UPN: [Read more →]

Leave a Comment

Seaborn Shifts Plans to the North, Now to Land in NY

July 30th, 2012

ScreenHunter_04 Jul. 30 07.53

Seaborn Networks, which is preparing to build a direct link between the US and Sao Paolo, down in Brazil, has shifted its plans to a more northerly endpoint. Whereas their initial intention had been to simply land in Miami and hand bits off to terrestrial fiber from there, today they announced plans to instead offer a direct route all the way to New York City. [Read more →]

1 Comment

Poll: Is Google Fiber the Real Deal?

July 27th, 2012

Ok, it's Friday and after yesterday's news out of Kansas City many have got Google Fiber on the brain.  Do we have an access revolution at hand, is this just a minor step forward, is it all hype, or a smoke screen?  Don't be shy: [Read more →]

14 Comments

Submarine Roundup: Southern Cross, Telebras, SAex, CAT

July 27th, 2012

A quick survey of some of this weeks updates in the submarine cable sector: [Read more →]

Leave a Comment

Off the hook

July 27th, 2012

This article was authored by Joseph Waring, and was originally posted on telecomasia.net.

Talk about bill shock. A business owner in the US state of Massachusetts received a near $900,000 bill from AT&T for calls supposedly made over four days to Somalia. [Read more →]

2 Comments

Google Takes KC Project Live, And At a Reasonable Price

July 26th, 2012

A gigabit connection to the home for $70/month on a one year contract? I'd instantly take it if it were available where I live, but of course this is only in Kansas City where Google has been busy preparing its FTTH project.  At long last, they went live with details today. [Read more →]

15 Comments

Thursday Bytes: IO, Terremark, Lightower, Zayo, AT&T

July 26th, 2012

With all the earnings news this week, we don't want to ignore the rest of what has been going on. Here's a review of a few other items this week from across the US internet infrastructure market from IO, Terremark, Lightower, Zayo, and AT&T: [Read more →]

1 Comment

Sprint Puts a Few More Dollars Into Wireline

July 26th, 2012

In their earnings report this morning, Sprint rightly put most of the focus on its much larger wireless business, i.e. their progress in the shuttering of Nextel and the rolling out of LTE. Overall, earnings per share were a bit light but revenue was strong and they raised OIBDA guidance for 2012. But the most interesting data point to me was the boost in wireline capex.  [Read more →]

8 Comments

A Great Q2 for Akamai

July 25th, 2012

Akamai (NASDAQ:AKAM, news, filings) shrugged off any macro-economic headwinds even more convincingly than Equinix today, posting both revenues and earnings per share above both guidance and analyst expectations.  New guidance for Q2 was similarly positive, and the stock traded up 17% after hours in response.  Here's a quick tabluar summary in context: [Read more →]

Leave a Comment

Equinix Surges Through Q2, Adds More Brazilian Space

July 25th, 2012

Equinix (NASDAQ:EQIX, news, filings) has had no trouble with the macro environment it seems, as their Q2 report was as solid as it always is. Revenues came in within their usual narrow range of guidance, and they boosted the full year 2012 outlook by $30M to 'greater than $1.920B' to account for $30M from the acquisitions of Asia Tone and ancotel.  EBITDA was higher than expected, checking in with a nice sequential increase to $222.1M, and they boosted the full year 2012 outlook for that by $20M as well.  Here's a quick table of the relevant numbers: [Read more →]

Leave a Comment

CenturyLink Accepts Limited CAF Funding, Partners With Nirvanix

July 25th, 2012

Two interesting releases from CenturyLink yesterday and this morning, on two different subjects: consumer access and cloud connectivity. [Read more →]

4 Comments

Level 3’s Q2 Posts Big EBITDA, but Revenue Not As Strong

July 25th, 2012

Level 3 Communications (NYSE:LVLT, news, filings) reported its Q2 earnings this morning, keeping its promise on EBITDA growth with a very nice number that out outpaced my model easily, but with lighter than expected revenues in part due to currency fluctuations.  The integration still appears to be going well, requiring less integration spending for each dollar of synergies than anticipated.  But the macro economy definitely did not help this quarter.  Here's a table of Level 3's numbers in the context of the past two quarters: [Read more →]

27 Comments

With the DTN-X Shipping, Infinera Looks Ahead to the Second Half

July 24th, 2012

With its 5x100G DTN-X finally released into the wild, Infinera posted its Q2 results today.  Revenues coming in toward the lower end of guidance while the market had them closer to the midpoint, while earnings per share and margins were in-line.  As expected, the numbers start to look much better in the second half - with Q3 guidance fairly strong despite the prevailing mood out there.  Here's a quick table of results in some context: [Read more →]

1 Comment

Juniper Cautious, But Posts Nice Q2

July 24th, 2012

Juniper Networks (NASDAQ:JNPR, news, filings) followed up a surprisingly good Q1 with an even better Q2, despite the moody uncertainty hanging over the sector as a whole.  Here's a quick table of some of the relevant numbers: [Read more →]

Leave a Comment

Vendor Roundup: VSS, Alcatel-Lucent, Ciena, Acme Packet, ADTRAN

July 24th, 2012

Let's survey the latest announcements from the vendor side of the tracks: [Read more →]

Leave a Comment

Tuesday Bytes: Cisco, Surf Telecoms, Birch

July 24th, 2012

A quick look at some interesting items in the past 24 hours from Cisco, Surf, and Birch: [Read more →]

Leave a Comment

AT&T Follows Verizon’s Lead, Posts Solid Q2

July 24th, 2012

Fears of a weakening overall economic environment were driven back a bit further this morning as AT&T like Verizon posted a steady quarter. Overall, earnings per share of $0.66 were a few pennies above expectations, while revenues were just a tad light at $31.6B. [Read more →]

Leave a Comment

Regional Fiber Roundup: Fatbeam, Tech Valley, FastRoads, Lake County

July 23rd, 2012

Not much from the big guys today or over the weekend, so let's take a look at recent items at the regional level from Fatbeam, Tech Valley, Fastroads, and Lake County, MN: [Read more →]

2 Comments