Telecom Ramblings

When history looks back on the last 20 years of telecom with dispassionate eyes, I think perhaps the trend that will be most visible is the vast shift in who owns (or wants to own) the physical infrastructure on which communications happen. Look at how different things seem to be evolving. [Read more →]

Zayo reported its Fiscal Q1 earnings this morning, but in the process has revealed the pending acquisition of Viatel.  While the PR isn’t out yet (now it is), the acquisition is detailed in Zayo’s [Read more →]

I’m not the only one out there who lives on a steady daily diet of the happenings in the telecom and internet infrastructure universe.  Today we have a conversation with Colby Synesael, Senior Equity Research Analyst at Cowen & Company.  He has been covering the sector in great depth for the past decade, focusing on wireless, towers, competitive telco, data centers,  and CDNs/hosting.  His team covers some 24 of the key players in the industry, and he himself has become one of the most respected independent voices out there. [Read more →]

On Friday, Reuters put out an article citing sources that Verizon is looking to sell off its enterprise assets. Specifically, that would mean both the cloud/data center stuff and the global networking business it has run since buying MCI Worldcom. If such a sale actually were to happen, it would be one of the biggest shifts in the world of telecom and internet infrastructure since the dot-com crash. [Read more →]

Two of the biggest global vendors announced a strategic partnership this morning. Cisco and Ericsson are teaming up to ‘create networks of the future’. [Read more →]

In addition to the two network M&As this week, yesterday we saw some more consolidation in the VoIP/UC world.  TNCI and Impact Telecom have announced a definitive agreement to merge. [Read more →]

More fiber M&A hit the news this Friday morning, this time over in Europe.  euNetworks has struck again, announcing the acquisition of 100% of the shares of Ireland’s Inland Fibre Telecom.   [Read more →]

Today there was some fiberoptic network M&A down in Texas and Oklahoma.  LOGIX Communications has agreed to be acquired by an investor group led by Astra Capital Management.   [Read more →]

As it GTT posted its third quarter earnings report this morning, the company also revealed its next public financial objective.  With the closing of its purchase of One Source Networks last month, GTT had achieved its previous goal of $400M in annualized revenue and $100M in EBITDA after several years of rolling up managed network and international backbone assets.   [Read more →]

With the sale of its data center business set to shake things up in coming quarters, Windstream turned in a third quarter earnings report that surpassed analyst projections.  Revenue grew sequentially to $1.50B, higher than the $1.47B projected, while the net loss per share was just 0.08. [Read more →]

According to its report this morning, Cogent Communications reached two interesting milestones this quarter.  First, they surpassed the $100M in quarterly revenue mark for the first time.  The network operator generated $103.0M in revenue and $0.07 per share in earnings, both coming in well ahead of expectations.  And second, they suspended their return of capital program after reaching the net leverage ratio they had been targeting. [Read more →]

Interxion reported its third quarter earnings this morning, but not before detailing some new pan-European expansion plans.  The Amsterdam-based data center operator intends to build new data centers in Copenhagen, Amsterdam, and Dublin, while expanding another in Frankfurt. [Read more →]

This article was originally published on Telecom Asia

Global cloud traffic is set to more than quadruple by the end of 2019, outpacing the growth of total global data center traffic, according to Cisco’s newly released annual Cloud Index. [Read more →]

Here’s a quick roundup of some subsea, data center, and IoT news from the start of the week: [Read more →]

While they reported a loss in Q3 and saw lower revenue and EBITDA, EarthLink once again managed to surprise the market to the upside.  [Read more →]

Lumos Networks reported its third quarter 2015 numbers yesterday after the market closed.  Revenues of $51.0M and earnings per share of $0.06 were each slightly higher and lower than analysts had projected, respectively.  But the key thing to watch with Lumos is the growing amount of fiber in its diet. [Read more →]

Akamai made a small but interesting acquisition this morning. In an all cash transaction, they have purchased the Scottish security vendor Bloxx. [Read more →]

The industry kicked off the week with a bunch of news from the international front: [Read more →]

Earlier this week, Verizon Wireless employees got a bit of ominous news. The company has revealed big plans to simplify its operating structure as its growth rate slows. They’ll be consolidating the 20 regions they now have down to just six, cutting an unspecified number of jobs along the way. [Read more →]

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

Indonesia’s three largest mobile operators – Indosat, Telkomsel and XL Axiata – will test providing balloon-powered internet services as part of Google’s Project Loon. [Read more →]

The pan-European bandwidth infrastructure provider euNetworks has been putting resources to work in France. This morning they launched their dc connect service in Paris, which joins Frankfurt and London. [Read more →]

Here’s a quick wrap-up of some news that’s worth a look: [Read more →]

The third quarter came out fine for Akamai, but the company’s stock is taking a beating in the premarket because fourth quarter guidance wasn’t what anyone was hoping for.  Revenues of $551 were slightly above expectations, while adjusted earnings per share of $0.62 was four pennies ahead.   [Read more →]