Telecom Ramblings

The European network infrastructure provider euNetworks posted its third quarter earnings numbers today, which is awfully nice of them seeing as they’re privately held these days.  After a big Q2 in which they had a bit of extra euTrade revenue during a migration, they held most of those gains and saw EBITDA keep marching upward.  Here are their numbers in some context: [Read more →]

The presidential elections haven’t intruded on telecom and internet infrastructure too much, but there was that one moment just a few weeks ago.  Before AT&T and Time Warner even officially announced their deal, Donald Trump made an unsolicited declaration of opposition, calling it too much power in too few hands.  Now that he has won, should we take that threat seriously? [Read more →]

The autumn M&A parade is still marching on by. Yesterday, while I was travelling, Lumos Networks made its first inorganic move in quite a while, announcing the acquisition of Clarity Communications Group. [Read more →]

The autumn M&A season in telecom and internet infrastructure is still popping. This morning we have another key announcement to look at: GTT has agreed to acquire Hibernia Networks for $590M. [Read more →]

I’m on the road on Wednesday at MEF16, so if I check in late on something big you know why. In the meantime, here’s a quick rundown on some other news from yesterday worth a look: [Read more →]

Zayo reported its fiscal Q1/2017 earnings this afternoon.  Revenues checked in light at $504.9M, slowed down by lower numbers from the Allstream assets in Canada they are currently integration.  But Zayo found cost savings to more than compensate, turning in higher EBITDA and earnings per share a penny above expectations.  Here are their numbers in some context: [Read more →]

Five bits of news from international carriers, with three new PoPs and two datapoints of SDN and NFV progress. [Read more →]

Zayo revealed a purchase of its own yesterday, acquiring a data center. In this Autumn flurry of M&A, it’s a relatively small move. But it finally puts a Zayo colo facility in a market they have been targeting: Silicon Valley.  [Read more →]

Another M&A rumor has come true.  This morning Windstream and EarthLink followed through on their talks and announced plans to merge their businesses, seeking safety in scale and synergies. [Read more →]

With the reality of the CenturyLink transaction a long ways off yet, Level 3 today announced an Ethernet expansion over in Europe.  Following through on plans announced earlier this year, they have taken their Metro 2.0 Ethernet solution into 15 additional markets, giving them 42 in all where they can offer Carrier Ethernet 2.0 services.   [Read more →]

And the week in M&A is still going on.  CenturyLink this morning followed up its announcement to buy Level 3 Communications with another one selling its data centers and colo business to private equity. [Read more →]

It’s been quite a week, and it may not be over yet.  Reuters has a report out this morning that Windstream and EarthLink are talking about a transaction, citing people close to the discussions. [Read more →]

We haven’t done one of these in a while, since the Verizon/XO deal was announced actually.  This week saw the blockbuster announcement that CenturyLink will be buying Level 3 Communications.  Readers of Telecom Ramblings make up perhaps one of the most informed audiences when it comes to telecommunications and internet infrastructure.  What are your impressions?  Choose up to three adjectives from the list: [Read more →]

Here’s a quick rundown on other news from this week, including a regional fiber win, some submarine cable action, some carrier Ethernet, and a virtualized router deployment: [Read more →]

The private equity firm GTCR is adding to its carrier voice empire.  They will be purchasing publicly-held Inteliquent for $23.00 per share, which works out to a total purchase price of about $800M.   [Read more →]

The world of network gear saw some M&A this morning, as Broadcom announced a deal to acquire Brocade Communications Systems.  The deal will see the communications chipmaker expand its presence in data storage products.  Broadcom is paying $12.75 per share, which works out to some $5.5B. [Read more →]

While its larger Colorado cousin is busy dancing the merger tango, Zayo’s Canadian acquisition of last year continues to pay off in the form of new business.  Yesterday they revealed another contract leveraging the Allstream assets up in Canada. [Read more →]

Windstream finished off some government work this week.  The Arkansas-based service provider says it has completed construction and delivery of custom network solutions for the Defense Information Systems Agency, or DISA.  [Read more →]

As the lone tower company that has been making fiber acquisitions, Crown Castle had been relatively quiet over the last year or so since acquiring Sunesys a year ago and 24/7 and Access Fiber before that.  They are quiet no more, however, as today the company announced an agreement to buy FPL Fibernet from NextEra Energy. [Read more →]

A day after the CenturyLink/Level 3 deal was hatched, it’s time to start to count a few chickens.  Fair warning:  I’m going to ramble a bit. [Read more →]

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

Strategies are interesting to analyze, but it’s not easy to predict the future based on the past. Last time I wrote about telco strategies, and now AT&T’s Time Warner acquisition is an interesting new move. It is a marriage of [Read more →]

Looking ahead to the next stage of network infrastructure, Ciena has lifted the curtain on its next-generation technology optical platform. They have announced WaveLogic Ai, a fully programmable coherent modem which will underly the company’s upcoming upgrades to its product portfolio. [Read more →]

The rumors of talks between CenturyLink and Level 3 were not just true, they were imminently true.  The boards of both CenturyLink and Level 3 Communications have approved a merger agreement valued at $34B including debt assumed.  The deal has the potential to dramatically shift the infrastructure playing field, and will take a while to process fully — at least for me. [Read more →]