Telecom Ramblings

On Monday we looked at EBITDA margin trends via the recently updated competitive telecom trends graphs.  Today let’s look at capital expenditures for network operators of all types to see whose spending on new projects is up and whose is down.  In the following plot of trailing-12-month capex you can see that overall, spending is definitely up. [Read more →]

Some SDN, cloud communications, and submarine cables for your Wednesday perusal: [Read more →]

This Industry Viewpoint was contributed by Ken Kennedy, CTO at CSG International

Today, telecom companies are undergoing a transformation in order to adapt their business models in a way that better engages the modern digital consumer. In 2015 we saw a great deal of shake-up in the [Read more →]

Here’s a quick roundup of some news spanning the internet infrastructure space: [Read more →]

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

Ericsson and LTE antenna provider Kathrein have developed a technology for Swisscom involving installing small cell antennas in manhole covers linked to existing landline infrastructure. [Read more →]

After a year of letting them languish a bit, I have now updated Telecom Ramblings’ competitive trends graphs with current data. Today I’m going to look at what trends we might pull out of the EBITDA margins from competitive network operators across the spectrum: [Read more →]

The UK saw some further network consolidation this morning that is worth noting.  CityFibre has announced an agreement to acquire the national network footprint of KCOM, although not including the latter’s core Hull and East Yorkshire network assets. [Read more →]

We have two new job listings to look at over on the Ramblings’ Jobs Board this December weekend, with seven active in all now. [Read more →]

14 shopping days until Christmas, but let’s stick with telecom and internet infrastructure anyway: [Read more →]

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

A Hackathon – like the debut LSO Hackathon held in November 2015 at the MEF’s GEN15 conference – is where magic happens, where theory turns into practice, and the state of the art advances. Dozens of techies sitting in a room, hunched over laptops, scribbling on [Read more →]

Here’s some quick catch-up from out in the metro: [Read more →]

Ciena posted a strong fiscal fourth quarter this morning.  Revenues of $692M and non-GAAP earnings per share of $0.42 were both solidly ahead of expectations.  However, guidance for the usually seasonally light fiscal Q1 was significantly lighter than expected, which will likely cast a shadow on the market response.  Here are their numbers in some context: [Read more →]

This Industry Viewpoint was contributed by David W Wang

As the cloud computing services in the US are wrapping up for 2015, a new landscape is emerging more clearly in front of us: the industry is evolving into three major segments: the cloud service providers (CSPs), the data center operators (DCOs), and network connectivity providers (NCPs). Please note [Read more →]

AT&T and Digital Realty Trust said today that they are expanding their alliance. AT&T will soon be able to incorporate Digital Realty’s global colo capacity into its solutions directly, greatly extending the geographical reach of its NetBond cloud connectivity ecosystem. [Read more →]

One of the interesting stories to unfold this year has been the return of intercity fiber construction. Much of the new public buildout plans have been by Zayo and today they followed that up with some additional financial justification. [Read more →]

This morning in a U.S. Federal court in Virginia, Cogent Communications has filed suit against Deutsche Telekom A.G. for breach of contract.  Cogent says that DT has ‘interfered with the free flow of internet traffic’ by ‘refusing to increase the capacity of the interconnection ports that allow the exchange of traffic’.  [Read more →]

Here’s a quick rundown of four items from three other continents that has come out in the last 24 hours or so: [Read more →]

This Industry Viewpoint was contributed by Chris Purdy, CTO of CENX.

What do a Grammy award-winning musician’s newest music video and a home security system have in common? When one explodes in popularity, the other might suffer outages, delays and technical faults. [Read more →]

The infrastructure sector saw some interesting activity over the weekend over in South Asia.  Reliance Communications may finally have found a buyer for its tower assets, and perhaps for some of its fiber as well. [Read more →]

Monday news between Thanksgiving and Christmas can be a bit scarce, but it’s out there if you look: [Read more →]

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

ITEM: Two of Asia-Pacific’s rising stars in the OTT video scene took the stage at Capacity Asia 2015 in Bangkok Tuesday – partly to showcase their exclusive content libraries, and partly to assure telcos that they are partners, not competitors. [Read more →]

We have four new job listings to look at over on the Ramblings’ Jobs Board this Decembers weekend. [Read more →]

Here’s a quick roundup of some cloud news from this week before you all go home for the weekend: [Read more →]