Friday Bytes: Bluewater, Infovista, DE-CIX, Iron Mountain, LogRhythm

January 15th, 2021
 

Four interesting bits of news from around the sector that might otherwise have slipped past my nets this week: [Read more →]

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Thursday Bytes: Infinera, WANRack, Consolidated, DE-CIX, 365 Data Centers

January 14th, 2021
 

A few interesting items to catch up on this week worth noting: [Read more →]

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Int’l Bytes: euNetworks Hurricane Electric, CITIC Telecom CPC, RETN

January 13th, 2021
 

Lots of interesting international news to catch up on this week: [Read more →]

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Everstream Takes Aim at 7 Metros

January 12th, 2021
 

Pound for pound, few US fiber operators have been putting as much new network in the ground than Everstream in the last couple years. Each year they announce a new set of targets, and in 2021 the company says it will focus a substantial amount of resources on seven metro fiber markets. [Read more →]

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About Those 2021 M&A Polls

January 12th, 2021
 

Last week we took the M&A temperature of the US network marketplace, and while you can still vote we do have some preliminary results. And I do largely agree with them this year. [Read more →]

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Industry Spotlight: Prime Data Centers CEO Nicholas Laag

January 11th, 2021
 

The data center industry continues to evolve rapidly, and that creates opportunities for new providers to come in and shake things up.  Prime Data Centers is one of those young companies looking to make their mark, starting on the West Coast of the U.S. but already looking at international opportunities.  With us today to talk about their approach to the market is co-founder and CEO Nicholas Laag. [Read more →]

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Friday Bytes: FirstLight, PS Lightwave, Lumen, GCX

January 8th, 2021
 

The first week of 2021 is now in the books, and and I'm already tired of the general news.  But in telecom and internet infrastructure the world keeps on chugging.  So here's some catchup on some other interesting news from this week: [Read more →]

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Poll: Who Are the Most Likely Strategic Buyers of US Networks in 2021?

January 7th, 2021
 

We started the week with the question of consolidation targets in the US, and now it's time for the other side of the coin.  What networks operators are most likely to be consolidators in 2021?  We'll take it as a given that 'infrastructure funds' would top the more general list of likely buyers, of course.  Last year's top picks didn't buy much, but #4 FirstLight and #6 Everstream made some strategic purchases.  Who is likely to step up to the plate in 2021? [Read more →]

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Bluebird Acquires ColoHub

January 6th, 2021
 

Bluebird Network made an interesting inorganic move in Iowa this week.  The Missouri-based regional communications infrastructure provider has announced the acquisition of the ColoHub Data Center from Geneseo Communications. [Read more →]

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1547 Acquires Portland’s Pittock Block Building

January 6th, 2021
 

Ok, I hallucinated on the first version of this article, in which I noted that 1547 bought Milwaukee's Wells Building. That actually happened in September. Today's purchase was of a similar type though, and with the same financial partner. Today 1547 Critical Systems Realty and Harrison Street teamed up to buy Portland's Pittock Block building. [Read more →]

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Tuesday Roundup: T-Mobile, GeoLinks, SSP, 3-GIS, Ericsson

January 5th, 2021
 

Three bits of M&A news, plus a couple of international vendor wins: [Read more →]

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Poll: Which US Networks Are Most Likely to Be Acquired in 2021?

January 4th, 2021
 

Happy New Year!  It's that time again to take stock of the M&A landscape in the world of network operators.  Which US network operators do you think are most likely to get bought this year?  Last time, before the pandemic turned the world upside down, of the top 10 we got only two partials: GTT (its mostly European infrastructure division) and Uniti Fiber (which sold a piece of its Midwestern business to Macquarie).  But to be fair, not all that many substantial deals were done.  Who is likely to be selling this year? (Not including already pending transactions). [Read more →]

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Industry Spotlight: EdgeMicro’s Jason Bourg

January 4th, 2021
 

There is no bigger buzzword in the infrastructure space right now than the edge.  Positioning more servers closer to more eyeballs to reduce latency and improve the customer experience has become a pressing concern for the whole industry even in advance of next generation technologies that might really take advantage of it.  Effectively scaling distributed infrastructure is a new challenge, and one of the companies taking on that challenge is EdgeMicro.  With us today to talk about EdgeMicro’s performance is the company’s VP of Revenue & Strategy, Jason Bourg. [Read more →]

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A Few Rambling Predictions for 2021

December 31st, 2020
 

After the year 2020 has been, it's almost scary to to try to make predictions for 2021. But in the world of telecom and internet infrastructure, things haven't been as crazy as they could have been, and traditions must be upheld. So what's coming down the pike for those who have kept the world connected despite it all this year?  Let's take a look at the crystal ball once again:

 

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Fiber M&A: euNetworks Buys The Loop Manchester

December 31st, 2020
 

There was a bit of M&A over in Europe to close out 2020. euNetworks has announced the purchase of The Loop Manchester Limited. The deal expands euNetworks' metro reach within one of its 17 markets in western Europe, adding both unique existing capacity and room for expansion along the company's Super-Highway route from Dublin to London and Lowestoft. [Read more →]

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Checking in on My Predictions for 2020

December 30th, 2020
 

Every year I put it on the line and make predictions for the new year ahead. But before I do that, I try to do a sanity check and look back to the predictions I made for the year that is ending.  I can barely remember what I might have been thinking 2020 would be like, but it can't be good. I'm afraid to look, but on the other hand expectations are a bit low. [Read more →]

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The Changing Edge: How Challenges in 2020 are Driving Change in 2021

December 29th, 2020
 

This Industry Viewpoint was authored by Mary Stanhope, CMO at Unitas Global

In 2020, we observed the impact of the global health situation on cloud-based computing and demands for edge connectivity. A study conducted by PWC states that in the first quarter of 2020, cloud spending rose 37% to $29 billion. In the same study, Gartner estimates [Read more →]

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Wrapping up the year with 5G possibilities: moving full speed ahead

December 28th, 2020
 

This Industry Viewpoint was authored by Sean McDevitt, partner at Aurther D. Little

As we reach the close of 2020, the make-or-break moment for telecom companies to realize the potential from IoT is becoming clearer. The promise of a new phase of digitalization driven by multiple converging enablers – robotics, AI, AR, and other digital interfaces – is here. [Read more →]

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Thursday Bytes: Crosslake, Ribbon, Bulk Infrastructure

December 24th, 2020
 

A few more items worth noting this Christmas Eve.  Happy Holidays and Merry Christmas too all!  [Read more →]

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Cinturion Unveils Plans to Build Trans Europe Asia System

December 23rd, 2020
 

Cinturion Corp has officially begun work on a new solution to an old problem: connecting western Europe with India and beyond with fiber. The most successful of such solutions have taken a mostly subsea route through Egypt and the Red Sea and the Indian Ocean to India and on to Singapore. A few others have tried piecing together terrestrial fiber across Russia and central Asia. Cinturion is taking a new hybrid approach that has been historically [Read more →]

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Metro Bytes: FirstLight, WANRack, Infinera

December 22nd, 2020
 

Three bits of metro/regional infrastructure news to keep track of in the days before Christmas: [Read more →]

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Industry Spotlight: DartPoints CEO Scott Willis Takes Aim at the Edge

December 21st, 2020
 

What we call the edge continues to evolve, and so do the industry players looking to take advantage of the opportunities there.  One interesting player that has begun deploying its vision both organically and inorganically this past year has been DartPoints.  With us today to talk about DartPoints’ approach and its viewpoint on the market today is CEO Scott Willis, who took the helm earlier this year.

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End-to-End Telecom Software Testing in Action

December 21st, 2020
 

This Industry Viewpoint was authored by Erik Fogg, Chief Operating Officer at ProdPerfect.

Telecom software is relied on by millions of companies and individuals around the globe and is expected to handle large loads of bandwidth at a rapid pace while maintaining data integrity. Telecommunication networks form an integral part of [Read more →]

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