Telecom Ramblings

There has been a significant shift in focus over at Integra.  The western network operator has pivoted the rest of the way towards fiber, splitting off Electric Lightwave as a standalone entity.  Not only that, but the parent company is also taking on the Electric Lightwave name, with Integra living on as a subsidiary focused on the SME.   [Read more →]

CyrusOne’s invasion of Virginia seems to be going well.  Today the Texas-based data center operator announced the acquisition of another shell building in Sterling, planning to built it out into their third location in the region. [Read more →]

lots of earnings news to look at this morning: [Read more →]

Cross River Fiber has been shifting from pure dark fiber over into lit services, and today we learned a few details on how they are doing it.  They have tapped MRV Communications to provide the packet and optical gear for the transformation. [Read more →]

Lumos Networks has been investing in its fiber network at a rapid pace over the last few years, but we’ve had to wait quite a while to start to really see the effects show up in top line growth.  They started to shine through a bit in today’s Q2 results though.  Overall revenues moved past analyst expectations to $52.4M, while earnings per share checked in several pennies to the good at $0.05.  Here’s a quick table of the company’s Q2 results in some context: [Read more →]

Taking a quick look at the UC and VoIP segment, we’ve got two earnings reports, a bit of acquisition news, and a product enhancement to check out: [Read more →]

Along with its M&A in the worlds of content and IoT, Verizon has made another interesting move this summer in a place far from its home turf.  Verizon Digital Media Services has partnered up with Bharti Airtel to expand its content delivery infrastructure into India. [Read more →]

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

Apple’s earnings are down according to the latest quarterly report. And iPhone sales are down. There are also rumors that Apple will need to postpone its car launch till 2021. After very long growth and huge iPhone success, Apple is now [Read more →]

Verizon Communications’ appetite is quite omnivorous this year.  This morning they announced the acquisition of Fleetmatics Group for some $2.4B in cash. [Read more →]

In the news this Monday morning from around the world are a big bandwidth deal, a cloud M&A, and giant new data center: [Read more →]

This Industry Viewpoint was contributed by Alan Zeichick, Principal Analyst, Camden Associates.

Lifecycle Service Orchestration: Reference Architecture and Framework (MEF 55). This 57-page document from the MEF is the essential, foundational specification for agile end-to-end communications services that work within one carrier’s network or can span [Read more →]

We have a two new job listings to peruse over on the Ramblings Jobs Board, with six active listings in all right now. [Read more →]

The Australian interconnection upstart Megaport has long been planning to invade Europe this year.  Today they not only formally launched their elastic interconnection platform on the continent, but they revealed two acquisitions that let them hit the ground running in a big way. [Read more →]

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

Now that Pokemon Go has landed in Hong Kong and Japan – and is reportedly slated for release in other APAC countries any day now, including India, Indonesia, Pakistan, Philippines, Singapore, South Korea, Taiwan and Thailand – now is as good a time as any to let you know what impact [Read more →]

The pan-European fiber builder and operator euNetworks reported its earnings today, a couple weeks ahead of their usual schedule.  And why not get the news out early, as they did have a very nice quarter, posting revenues and EBITDA up 10% and 30% over the same period last year.  Here are their numbers in some context: [Read more →]

In April, Allied Fiber’s biggest lender forced its southeastern subsidiaries into bankruptcy after a longstanding financial dispute with the company.  An auction was set up, and that auction is now complete as of a couple weeks ago.  AF-Southeast LLC has received court approval to sell its assets to that same lender, Strome Mezzanine Fund IV LP for $24M. [Read more →]

The market for low latency connections in North America is getting some new competition this week from European-based BSO.  BSO is in the process of expanding its capabilities in the US and Canada this year, and today introduced ultra-low latency connectivity between CME and three other global destinations. [Read more →]

Here’s a set of quick-takes from across the infrastructure sector: [Read more →]

It’s that time already.  Level 3 Communications reported its second quarter earnings this morning, and the story is familiar.  Revenues came in a little light at $2.06B due to offsetting trends, but cost savings kept adjusted EBITDA on an upwards trend and adjusted earnings per share checked in above expectations.  Here’s a quick table of the numbers in some context and some comments: [Read more →]

Four providers covering a wide swath of the cloud and infrastructure world have teamed up to bring the cloud to Boston’s Edge.  EdgeConneX, Comcast Business, Datapipe, and Megaport have announced the assembly of an ecosystem aimed at the city’s enterprise marketplace. [Read more →]

Here’s a quick look at some news from around the world that’s worth a quick look: [Read more →]

This Industry Viewpoint was contributed by David W Wang

The SD-WAN (software defined – wide area network) era has come. A few years ago, buzzwords like SDN (software defined network) and NFV (network function virtualization) were mostly network architectural concepts, but now SD-WAN has evolved into a disruptive technology and service that can truly revolutionize and benefit the IT/Telecom market and industry on a global scale. [Read more →]

The drama appears to be over, and Verizon is expected to announce an agreement to acquire Yahoo before markets open this morning.  They had been the favorite going in, but faced some competition from both AT&T and private equity sources in what felt like a rather long auction process. [Read more →]