Top Ten Factors Driving the Evolution of Metro Ethernet Networks

August 1st, 2014
 

Cloud services, broadband video, mobile technologies, apps, and other forms of information and entertainment are all driving tremendous traffic volumes on metro networks. This packet-based network traffic – connecting people to content – travels on metro networks as soon as it leaves the data center. Network operators are feeling the pressure of unpredictable traffic volumes, and they need new network solutions that allow them to keep pace with demand growth while reducing complexity and enabling the addition of new services. Brian Lavallée, Ciena’s Director or Product & Solutions Marketing shares a list of factors driving the evolution of metro Ethernet networks today and into the future. [Read more →]

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Shaw to Buy Viawest

August 1st, 2014
 

Shaw Communications is making a big play in the western USA colo and cloud market place. Yesterday the Canadian MSO and network operator announced plans to purchase ViaWest in a dea worth $1.2B. [Read more →]

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T-Mobile Gets a Bid, But Not From Japan

August 1st, 2014
 

Yes, a bid landed on the table for T-Mobile today from a foreign wireless carrier backed by a billionaire with a talent for disruption. But it wasn't from Softbank and Masayoshi Son was not involved. The French carrier Iliad, which is backed by Xavier Niel, has come out of nowhere to offer [Read more →]

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Metro Roundup: WOW!, Lightower, Cologix, CoreSite, Level 3

July 31st, 2014
 

Here's a quick roundup of some of the news from the sector that didn't have to do with earnings reports this week: [Read more →]

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With a Strong Q2, Equinix Boosts Guidance

July 31st, 2014
 

The data center business shows no sign of slowing down, at least if Equinix's results are any indication.  Revenues, EBITDA, and earnings per share all outpaced both guidance and expectations, and the company boosted its full year guidance for both revenue and EBITDA.  Here are their numbers in some context: [Read more →]

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With Level 3 In the Wings, tw telecom Posts Solid Q2 Growth

July 30th, 2014
 

A week or so earlier than usual and a day and a half after its prospective acquirer did so, tw telecom posted its second quarter results.  They saw revenue growth pick up a little bit over the past few quarters, moving up 2.8% sequentially and beating estimates slightly.  Earnings per share seems to have been inline after excluding merger-related costs.  Here are their numbers in some context: [Read more →]

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Has Reliance Found a Buyer At Last For Its Submarine Cables?

July 30th, 2014
 

For quite a few years now, the Indian telecommunications giant Reliance Communications has been looking for a way to monetize its international networking assets.  According to Telegeography, China's CITIC Telecom is said to be preparing a bid, at least for the submarine cable part.   Have they finally found a buyer? [Read more →]

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It’s AT&T’s Turn, Netflix Signs Another Interconnection Agreement

July 30th, 2014
 

Netflix and AT&T have apparently made an interconnection pact, following the same path as we have seen over the past two quarters with Comcast and Verizon. Perhaps this time will be a little less acrimonious, as the two plan to have the necessary connections in place 'over the coming days'. [Read more →]

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Windstream to Spin Off a Network REIT?

July 29th, 2014
 

In a proposed move that could shake up the way the industry looks at its assets, Windstream today announced plans to spin off some assets into a Real Estate Investment Trust (REIT). When I saw the headline, I figured it was their data center assets & business al la Equinix etc, but it is not about colo at all. They are actually looking to put their fiber and copper network assets into a publicly traded REIT. [Read more →]

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Level 3 Maintains Its Momentum, Posts Another Strong Quarter

July 29th, 2014
 

With the tw telecom transaction still looming large in the autumn, Q2 and Q3 for Level 3 are about not tripping over anything.  And they didn't, posting another strong quarter of enterprise revenue growth.  This time it was Europe and South America that held things up, even after taking out boosts from currency fluctuations.  Here are their actual numbers in some context: [Read more →]

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Monday Roundup: EdgeConneX, UPN, RCN Business, Viawest

July 28th, 2014
 

Here's a quick look at some of this week's early announcements and some of last week's later ones: [Read more →]

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In India, OTT isn’t killing domestic voice (yet): Idea Cellular

July 28th, 2014
 

This article was authored by John C. Tanner, and was originally posted on telecomasia.net.

Many telcos are worried about OTT voice/messaging services cannibalizing their revenues. India’s Idea Cellular is not one of them – at least on the domestic voice front. [Read more →]

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Earnings Preview: Watching Level 3’s Momentum

July 27th, 2014
 

Last quarter the question was whether Level 3's revenue and EBITDA growth would justify its stock price gains, and they came through big.  On Tuesday they'll report their Q2 numbers and the dynamics are rather less organic as we have the tw telecom deal hanging overhead.  But it is important that the company maintain its growth momentum going into the merger.  Here are my guesses for Level 3's Q2 numbers in the usual historical context: [Read more →]

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Ramblings Jobs: Logix, Walker, FirstLight

July 27th, 2014
 

Three more job listings this week on the Ramblings Jobs Board, with one each from Logix Communications, Walker & Associates, and FirstLight Fiber. [Read more →]

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tw telecom Expands in KC, Atlanta

July 25th, 2014
 

Now that all the immediate aftermath of the Level 3 merger announcement has subsided and we wait a quarter for the deal to close, tw telecom is pulling everyone's focus back down to the company's main operational task for 2014. That would be the expansion of its metro fiber footprint in markets across the country, a few the details of two of those markets being announced today. [Read more →]

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Equinix Completes Brazilian Invasion

July 25th, 2014
 

Equinix's entry into the Brazilian data center market is now officially complete.  Yesterday they announced the purchase of the 47% of ALOG Data Centers that it didn't already own, bringing two data centers in Rio de Janeiro and two more in Sao Paolo all the way into their orbit. [Read more →]

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Data Bytes: Telehouse, EvoSwitch, Colt, CyrusOne, Limelight

July 24th, 2014
 

From the data center space, here are a few quick takes on news from the past few days, with three from across the Atlantic, one in Texas, and one in content delivery. [Read more →]

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Infinera Maintained Its Momentum Through Q2

July 24th, 2014
 

If there is demand softness from carriers out there in the world, it's not as big a problem at the DWDM layer right now at least at Infinera.  The company posted its Q2 financials yesterday after the market closed, easily meeting the higher revenue guidance they had issued in April and coming up with an extra seven cents per share.   [Read more →]

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Homeland Security Taps Level 3

July 23rd, 2014
 

Level 3's federal team has landed a high profile Network-as-a-Service contract.  The Department of Homeland Security has awarded them a multi-year, multi-million dollar contract for LAN managed services under WITS-3 in the National Capital Region.  [Read more →]

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Juniper Sells Pulse, Sees Demand Softening in Q3

July 23rd, 2014
 

In their Q2 report yesterday after the markets closed, Juniper Networks posted pretty solid numbers. Unfortunately, the ones they forecast for Q3 were not up to expectations and the stock is down 6% in premarket trading.  Meanwhile they forged ahead with their streamlining plan with the sale of Junos Pulse. [Read more →]

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Wednesday Roundup: Global Capacity, Birch, Merit, tw telecom

July 23rd, 2014
 

Here's a quick mid-week roundup of some interesting news items from this week: [Read more →]

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The Internet of Things Demands a New Storage Approach

July 22nd, 2014
 

This Industry Viewpoint was authored by Stefan Bernbo, CEO and founder of Compuverde

The Internet of Things (IoT), an ever-expanding web of connections generating unprecedented volumes of data, holds promise as well as challenges for the telecom industry. The Open Interconnect Consortium was recently formed by a group of technology vendors to define connectivity requirements that ensure the interoperability of the more than 30 billion devices that research group IDC projects will come online by 2020. It’s a blistering pace. [Read more →]

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Level 3 Plans to Bring On 2 tw telecom Executives

July 22nd, 2014
 

The closing of the deal may be a few months off, but the management team that will lead the combined Level 3/tw telecom was announced today.  We already knew Larissa Herda wouldn't be staying on of course, leaving the top slot for Jeff Storey, but two of tw telecom's top management will be merging in. [Read more →]

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