Telecom Ramblings

This article was authored by Jouko Ahvenainen, and was originally posted on telecomasia.net

Since Web 2.0 became important, many companies have wanted and claimed to create Web 3.0. The label has mainly been artificial. For example, the semantic web has been a candidate for this role, but we haven’t really seen it or what it might mean in practice. Now we again have a strong candidate for this role: [Read more →]

Over the last few years Crown Castle has been busy buying metro and regional fiber, with the biggest recent moves being Lightower, Wilcon, FPL Fibernet, and Sunesys.  The question many in the sector have had is just what kind of fiber infrastructure player does the longtime tower operator have in mind for these assets?  With us to start to answer that question is Jim Young, SVP and COO of Crown Castle Fiber. [Read more →]

This Industry Viewpoint was authored by Robert Martin, Director of Sales at Telesystem

Wide area networks (WANs) are the connective tissue of the modern distributed organization. They tie together main, remote and branch offices, as well as data centers, through combinations of different link types carrying traffic for applications such as hosted VoIP, videoconferencing and file transfers. The specific modes [Read more →]

A few news bytes worth noting: [Read more →]

Zayo reported its fiscal Q4 2018 results yesterday after the bell.  The company posted revenues of $657.6M, adjusted EBITDA of $324.9M, and earnings per share of $0.18.  The markets may have wanted a bit more in the revenue department, but they don’t seem to have been surprised that they didn’t get it.  Here are a few of Zayo’s numbers in some context: [Read more →]

This summer’s unresolved merger dances are concentrated pretty heavily in APAC this year.  Today Australia is abuzz with a new one: TPG Telecom and Vodafone Australia are talking about shacking up together. [Read more →]

Conterra Networks has consolidated a bit more infrastructure down along the Gulf Coast. Following their deals earlier this year of Network USA and Detel, Conterra has announced an agreement to acquire Longview-based Network Communications. [Read more →]

Some E-Rate news, an investment by a familiar face, and a new data center near Chicago. [Read more →]

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

India’s Bharti Airtel is reportedly setting up an independent fiber subsidiary, and may turn it into a wholesale infrastructure provider. [Read more →]

According to the Financial Times, Reliance Communications now has two bids in hand for different parts of its remaining telecommunications business, which includes Global Cloud Xchange’s global subsea network as well as Indian data center and fixed line network assets.  Both bidders are from the private equity community. [Read more →]

Three from around the world and one from the front range: [Read more →]

Late last week, QTS Realty Trust opened the doors on the first piece of its data center expansion in Ashburn, Virginia. They have commissioned the first 4MW of the first phase of 8MW, with their first customer already moved in and live ahead of schedule.  The other 4MW of the buildout will follow shortly. [Read more →]

I’ve been on the road most of the past two weeks, but should be back home tomorrow.  But the news does go on and here is a set of quick takes from some interesting items from yesterday: [Read more →]

A few news items worth noting from the start of this week: [Read more →]

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

The Australian government is not expected to ban Huawei from participating in the deployment of Australia’s 5G networks, but may restrict the [Read more →]

For this week’s Industry Spotlight, let’s delve into a part of the infrastructure sector that we don’t often get to here on Telecom Ramblings: satellite networking.  The capabilities of satellite network operators have evolved dramatically in recent years, bringing new options to the infrastructure markets whether it’s in hard to get to locations or closer to home.  SES Networks believes the time is now ripe for [Read more →]

The pan-African fiber operator Liquid Telecommunications has moved to consolidate its position in the country of Zambia. According to Capacity, Liquid has agreed to acquire Hai Telecommunications. [Read more →]

Here’s a few more quick takes to finish off the week: [Read more →]

CenturyLink posted its second quarter numbers yesterday after the market closed, and the market likes what it sees so far. Revenues of $5.90B were roughly inline with expectations, while adjusted earnings per share of $0.25 were ten cents above projections. [Read more →]

Three bits of expansion news, one fiber, one fixed wireless, and one colo: [Read more →]

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

China is significantly outpacing the US in terms of spending on the infrastructure necessary to ensure 5G readiness, according to a new study by Deloitte. [Read more →]

GTT has announced new divisions over in Europe, putting the teams in place to take the company’s combined infrastructure to market. [Read more →]

Over the last two decades, the data center has become one of the core pillars of modern internet infrastructure.  Along that path has been a lot of construction, a lot of M&A, and a lot of  money well spent.  QTS Data Centers has been somewhat less active in the headlines than some of its REIT brethren, preferring a mostly organic route to its current $2.5B marketcap, but it has been a big part of the sector’s expansion.  With us today to talk about QTS’s unique approach to the data center space is Clint Heiden, who joined the company recently as Chief Revenue Officer.
[Read more →]