Telecom Ramblings

Today we dive back into the nuts and bolts of internet infrastructure and take a look at an upstart in network monitoring and analysis.  Kentik was founded last year with an eye toward leveraging cloud computing and big data to better observe and operate networks themselves.  With us today to tell us what they’ve been doing and how it’s been going is Founder and CEO Avi Freedman. [Read more →]

This Industry Viewpoint was authored by Michael Quinn, Hayley Hughes & Natalie Czyzowicz of Q Advisors

Despite the soaring North American hosted unified communications (“UC”) market that is projected to exceed revenues of $9 billion by 2020, there might be an even better place for U.S. managed and cloud services providers to focus their efforts. The small, but growing hosted UC market in Europe may be that opportunity. Driven by rapid adoption and little competition, the European hosted UC market is anticipated to [Read more →]

This article was originally featured on Telecom Asia

Verizon Enterprise Solutions is doubling the size of its footprint in the Asia-Pacific region by adding six locations and two new cloud providers, HP and Verizon Cloud, to the company’s Secure Cloud Interconnect service. [Read more →]

Yesterday while I was travelling, we had a bit of cloud M&A to look at. ViaWest has announced an agreement to buy INetU from BV Investment Partners. [Read more →]

Equinix made another move to turn its energy profile green this morning. The have signed agreements with NextEra Energy Resources and Invenergy for a combined 225MW of renewable energy capacity. That will cover their entire North American energy budget, and bring their global renewable energy levels up to 82% of total.  [Read more →]

Late last month, GTT closed the acquisition of One Source Networks, its seventh acquisition in the last six years.  Over that time, the company has transformed itself into an enterprise-focused cloud networking and managed services provider backed by its own top-5 global internet backbone.  With us today to tell us about the company’s plans for One Source Networks and future growth opportunitiesis GTT President and CEO Rick Calder. [Read more →]

The VoIP world saw a bit of inorganic action this morning across the Pacific.  BroadSoft is acquiring PBXL, a provider of cloud communications to the Japanese business market. [Read more →]

Cisco’s fiscal first quarter earnings report came out yesterday after the markets closed, with both good and not-so-good news for the markets.  Of course, getting a bit of both sides is nearly always the case with companies as large as this. [Read more →]

Here’s a quick roundup of interesting mid-week news items, three from the metro and two from VoIP/UC: [Read more →]

We’ve had a bit of a flurry of M&A news and speculation lately, but here’s a quick look at some of the other news from the sector from the first half of the week: [Read more →]

This article was authored by Tony Poulos, and was originally posted on telecomasia.net.

There’s an old saying that cleanliness is next to godliness. As a child I was never quite sure what it meant but I always presumed that if one kept clean they would look better in the eyes of God. Today the word ‘cleanliness’ could be replaced with ‘connectedness’ because [Read more →]

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 →]