A few items worth keeping track of, both on the planet and off:
The shockwaves from Windstream’s loss in court last week continue to spread. Following Windstream’s Chapter 11 filing, Uniti Group has decided to postpone its earnings call from Thursday until sometime before March 18, 2019. More than half of Uniti’s revenue comes from the fiber and other assets it leases to Windstream. I’m not sure how much more info we’ll have on the eventual effects after just 2.5 weeks. but hopefully the situation clarifies a bit more by then.
EdgeConneX’s expansion into Poland now includes access to an internet exchange. The Polish IX provider EPIX has launched a node within EdgeConneX’s Warsaw data center, which it bought a little over three months ago. Bringing in an IX partner to help facilitate interconnections between its tenants is a core piece of EdgeConneX’s model.
And OneWeb celebrated the launch of its first six low-earth-orbit satellites with the announcement of the first two wholesale customers that will use the infrastructure. London-based Talia will use the infrastructure as part of its Middle-Eastern satellite coverage beginning in 2021, and Italy-based Intermatica plans to use it to power broadband and VoIP services in Europe. OneWeb plans a satellite fleet of 650 when complete, and is backed by SoftBank, Bharti Airtel, Virgin Group and Intelsat.
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