Telecom Ramblings

Here’s some more metro fiber, data center, and Ethernet news from this week: [Read more →]

So the rumors of layoffs at Cisco were right, but the number was pretty far off. Cisco reported its fiscal Q4 quarterly earnings yesterday, posting revenues of $12.6B and non-GAAP earnings per share of $0.63. Both numbers were slightly better than expected, although the company’s stock price fell a bit in reponse in after hours trading. [Read more →]

Late yesterday someone pointed me to a rumor that originated at CTFN and was bubbling through some alternative news sites, asking if there was any truth to it.  The piece, which lasted all of two sentences, quoted sources saying that Lightower is exploring a sale and that Level 3 or Zayo would be likely buyers. [Read more →]

Along with reports of Cisco’s potential layoffs, there have been a number of interesting items from vendors already this week: [Read more →]

Cisco reports earnings after the markets close today, but they’re already in the morning headlines for what they might say.  Multiple reports that seem to derive from one by CRN yesterday suggest that Cisco is preparing to reduce its headcount by 14,000 employees worldwide.   [Read more →]

Here are a few quick takes one some other news from the start of this week. [Read more →]

A substantial chunk of infrastructure will be changing private equity hands in the next couple of quarters.  TPG Capital has announced plans to acquire two regional alternative broadband MSO operators from ABRY Partners. [Read more →]

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I’m on the road again, and will be on and off for much of August.  Here’s a quick look at some other news from this week that is worth a quick look: [Read more →]

This article was authored by Networks Asia staff, and was originally posted on telecomasia.net.

The vast majority of companies (85%) plan to more closely monitor the performance of their applications and networks, including Wi-Fi, because of potential strain due to employees accessing Olympic content. [Read more →]

Let’s catch up real quick on some network news that’s worth a look: [Read more →]

There was some interesting M&A activity yesterday pairing different aspects of the managed infrastructure-as-a-service space. Atlantic Metro Communications and InfoRelay have announced plans to merge the two companies, creating a more comprehensive offering both in terms of product and geography. [Read more →]

Zayo revealed this morning that it has landed an anchor customer for a 100G wavelength rollout in France.  An unnamed ‘global carrier’ has tapped them for backhaul between the AAE-1 and SEA-ME-WE-5 cable landings down in Marseille and Paris. [Read more →]

I’ve been on the road the past two days out at Cowen’s Communications Infrastructure Summit, so here’s a quick catch up on some news I didn’t get to while I was out: [Read more →]

There was yet more consolidation in world of fiber in the the upper northeastern USA.  Oak Hill Capital Partners has struck again, announcing an agreement to buy Sovernet Communications, a network operator with fiber spanning most of the states of New York and Vermont.   [Read more →]

This Industry Viewpoint was contributed by Jeff Blackey, SVP Marketing, Broadview Networks

Cloud-based unified communications solutions continue to grow, with market penetration on track to increase six times by 2020. This growth trajectory makes sense, as the combination of UC and cloud is a powerful one, major benefits including scalability, continuity and ease of use. The ROI of UC is well proven and continues [Read more →]

Late last week, rumors of a big cloud M&A began to bubble up from below.  It seems that Rackspace may have finally found the white knight it has been seeking on and off for a couple of years.  The talk is that they are in talks with Apollo Global Management to either take the company private or buy a controlling stake. [Read more →]

Here’s a quick look at some other news from this week that’s worth a look before you head out for the weekend: [Read more →]

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 →]