Zayo announced another connectivity win with a global enterprise yesterday. As has been their pattern for much of this year, the actual enterprise is un-named, but the bandwidth is real enough.
A 'global ad tech company' has picked Zayo for both dark fiber and wavelengths. Ad tech is big data these days, and it needs big pipes. Zayo will be providing 100G waves connecting data centers in both Europe and the US as well as metro dark fiber in northern California between a data center and a key office location.
Zayo is busy on the inorganic front with the purchase of Electric Lightwave, it's biggest US move in a while that adds a substantial amount of intercity and metro fiber in the western US. But today's ad tech win highlights the company's growing international value proposition, with the former Viatel backbone providing the necessary reach into European markets. I still expect them to make further moves over in Europe to extend into additional markets.
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