Telecom Ramblings

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

Singapore-based SingTel is teaming up with three other operator groups to create a start-up ecosystem spanning Southeast Asia, Africa, Europe, Latin America and the Middle East. [Read more →]

There’s may be a bit of impending consolidation in the financial networking world. IPC Systems said yesterday that it has made a binding proposal to Etrali Trading Solutions. [Read more →]

Three interesting news stories related to global telecom M&A came out this morning that are worth a look. [Read more →]

The Swedish giant Ericsson has been steadily shifting away from hardware and into software and services for many years now.  They’ve done some of it via M&A, but generally not of the blockbuster variety.  Today they did more of the same, announcing an agreement to acquire Envivio. [Read more →]

The topic of interconnection with the cloud had several interesting items yesterday: [Read more →]

Time for a quick roundup of some other news from the sector worth a look on this Wednesday: [Read more →]

The software and UC platform provider Broadsoft announced this morning that it is tapping the credit markets. They intend to raise $175M or more by selling senior convertible notes due 2022, far more than they need for a mere refinancing. [Read more →]

The New York City telecom market has always been a dynamic one, with the nation’s densest population, a demanding financial vertical, and plenty of legacy physical infrastructure underground to navigate.  Ray La Chance and his team have returned to this market with the new operator ZenFi, having built and run Lexent Metro Connect before its sale to Lightower several years ago.  Ray joins us today to talk about dark fiber, the challenge of mobile data, and how ZenFi is hoping to make its mark on New York City’s next generation of infrastructure. [Read more →]

The summer season is over, and a flurry of interesting news has hit the wires already this week. [Read more →]

After reshuffling its ownership structure earlier this year, Interoute indicated an appetite for further acquisition. This morning they followed through with a significant deal. The pan-European network and cloud infrastructure company says it has entered an agreement to acquire the UK-based Easynet for £402M. [Read more →]

Equinix kicked off the school year with some consolidation across the Pacific. The data center REIT announced this morning that its Japanese subsidiary has commenced a cash tender offer for shares of Tokyo’s Bit-isle, Inc. that has been blessed by the latters board of directors. If successful over the next six or seven weeks, the deal will work out to a purchase price of about [Read more →]

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

AT&T is acquiring DirectTV. BT acquired EE that was sold by Orange and T-Mobile.Telefonica sold O2 to Hutchison and its owner Li Ka-shing can well sell all telecom assets when the price is right. We can see at least three directions for carriers to grow. But it is hard [Read more →]

As we slide into Labor Day weekend and the end of summer, here’s a selection of items from the metro from this week that are worth a look: [Read more →]

Yesterday saw yet another piece of consolidation in the world of VoIP and unified communications.  Alabama-based Momentum Telecom has entered into an agreement to acquire Alteva for $28.7M, or $4.70 per share.   [Read more →]

Ciena’s reporting schedule offers a one-month-more-recent window into the state of the industry, and this quarter what they saw slightly lower than expected revenues, but nevertheless managed to best estimates for non-GAAP earnings per share by a few pennies.  Here are their results in some context: [Read more →]

Three of the fastest evolving pieces of the infrastructure puzzle today are interconnection, cloud connectivity, and software-defined networking.  Australian-based Megaport lives at the bleeding edge of all three, and they recently announced plans to take their platform and business model into the major markets of North America and beyond.  With us today to tell us about Megaport’s expansion plans and their approach to the market is CEO Denver Maddux.  [Read more →]

Four months ago, a new type of infrastructure company was born in the form of Communications Sales & Leasing, which was spun off from Windstream as the industry’s first communications REIT. Since then, just what CS&L will do next has been the first question people generally ask of me.  Will they start acquiring assets, and if so, of what type?  And what does it mean to be a network REIT in the first place?  To answer such questions, I thought I’d go straight to the source.  So with us today to talk about the company and his vision of its future is CS&L CEO Kenny Gunderman. [Read more →]

With an activist investor taking public aim at the company, Internap decided today to take the path of least resistance.  In an announcement this morning, the company said it is in fact exploring strategic alternatives to maximize shareholder value, and in fact has been since early this year. [Read more →]

Here’s a quick look at some interesting items from the past few days, as August gives way to September at last: [Read more →]

Researchers backed in part by the Swedish-based international giant Ericsson have apparently come another step closer to unifying the worlds of photonics and silicon. They have produced a silicon photonics switch designed to integrate thousands of optical circuits on a single chip. [Read more →]

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

ITEM: Internet users in China watch an awful lot of online video – but they’re more likely to be watching on PCs and laptops than smartphones. At least for now. [Read more →]

Interoute is adding network assets in parts of the world far beyond its usual European haunts. Today they revealed the opening of two diverse transpacific routes connecting Hong Kong to Los Angeles. [Read more →]

This Industry Viewpoint was authored by Robin Kent, Director of European Operations at Adax

If you were to talk to your average mobile phone user, 4G LTE access and Over-The-Top (OTT) applications would be at the top of their list in terms of what they demand from their network operator and handset. We’ve heard for many years now that SMS is in terminal [Read more →]