Telecom Ramblings

This Industry Viewpoint was authored by J. Drew Mullin, Partner, ATLANTIC-ACM

Investment in US Telecom companies has been red-hot for 15 years and remains strong despite broader economic concerns. Infrastructure asset M&A is highly active, and multiples that were once 10-20 times EBITDA have risen to 20-30 times EBITDA. MetroConnect and PTC, two of the larger investment tradeshows in the telecom space, have grown significantly over the last 15 years to reach record attendance in 2023. 2022 saw declines in [Read more →]

Three regional fiber projects to catch up with: [Read more →]

Might we have a pan-Arctic submarine cable system in just a few years? Far North Fiber has taken the next step toward making its proposed project reality by kicking off the cable route study, which would be followed by a marine survey. [Read more →]

The FTTH space is one of the most dynamic in the infrastructure world right now, with providers of all types investing resources in residential connectivity around the country.   Last year we talked to Consolidated Communications here for an Industry Spotlight about their Fidium buildout plans.  Now, one year later where are they?  With us today to talk about the company’s buildout status and where they are putting their efforts going forward is Gabe Waggoner, Executive Vice President of Operations at Consolidated Communications. [Read more →]

Authored by John Bonczek, Chief Revenue Officer, fifteenfortyseven Critical Systems Realty

We are in the midst of a massive shift in how people work, communicate, and interact in society. With just a tip of the AI-generated capabilities being introduced, the world as we know it is about to change in ways we are unable to even imagine. In order for this new future to become a reality, digital infrastructure must be fortified to support the insatiable data it will eventually deliver. As a result, networks responsible for [Read more →]

Unite Private Networks has a new metro market in mind, and it’s not within their usual midwestern and southwestern territory. Yesterday they announced an expansion of their footprint into Augusta GA. [Read more →]

Some metro fiber, some software-defined interconnection, some 800GE, and a significant federal contract award: [Read more →]

Several interesting items from late last week that are worth keeping up with: [Read more →]

This Industry Viewpoint was authored by Cara Alexander, Product manager at Aliro Quantum.

Quantum Communication is a rapidly emerging technology grounded in a robust tradition of academic theory and experimentation.  However, because the industry is still young, building a quantum network is uniquely complex, combining some of the hardest problems in science and engineering. Very few organizations have skill sets in both classical networking and quantum physics and many view quantum networking [Read more →]

This Industry Viewpoint was authored by Dario Betti, Mobile Ecosystem Forum

Standardisation has helped the mobile industry to evolve, touching everything from commerce to healthcare. The impact is huge. In 2019, mobile technologies and services contributed $4.1 trillion of additional economic value (around 4.7% of global GDP), equating to around [Read more →]

Four bits of metro fiber and FTTH expansion news from around the country: [Read more →]

Five bits of data center news, three in traditional domestic markets and two rather further afield. [Read more →]

Windstream Wholesale has added a new, unique route to its portfolio with the help of regional Canadian provider Bluewater Regional Networks. The arrangement creates diverse infrastructure between the two key markets of Chicago and Toronto. [Read more →]

euNetworks has added to its infrastructure portfolio with a new exclusive partnership with Crosslake Fibre UK Limited. The deal enables euNetworks to offer ultra-low latency services between London and Madrid to the financial vertical. [Read more →]

In the metro fiber space, few companies have gone as deep into one market as Lightpath did, with tens of thousands of on-net buildings in the New York metro area.  The company was relatively quiet while under the umbrella of Altice, but in late 2020 it entered a new, independent phase when Morgan Stanley entered the picture.  Now the company has entered Boston and Miami and seems hungry for more.  More what, you ask?  With us today to talk about the company’s plans and intentions is Lightpath CEO Chris Morley, an industry veteran who spent 8 years at Zayo during the height of the consolidation wave. [Read more →]

By John Denemark, SVP and GM, Carrier Provisioning, TransUnion

A growing number of enterprises are using software-defined wide area networking (SD-WAN) to deliver the capacity and agility required in today’s complex, diverse networks to support technologies such as cloud services, mobility, edge computing, and the Internet of Things (IoT). As a result, SD-WAN is experiencing significant growth and creating increased [Read more →]

Four international infrastructure items to catch up with from the middle of this week: [Read more →]

Some FTTH, a new data center build, and a backbone upgrade project: [Read more →]

EXA Has been busy in southern and southeastern Europe this week, with two interesting infrastructure announcements this week. They are leveraging Infinera’s gear on the Trans Adriatic Express, and they have been tapped by FibreConnect to build backbone infrastructure. [Read more →]

Four bits of ongoing regional FTTH expansion, three around the US and one bit in the UK: [Read more →]

This Industry Viewpoint was authored by Clark Stevenson, Senior Director Customer Success, IQGeo

The last few years have tested and proved our deep reliance on the telecom industry. With growing consumer demands on internet infrastructure, broadband operators have had to innovate fast to keep pace with demand and technology. Fiber broadband promises homes and offices the high-speed internet needed to [Read more →]

Multiple interesting deployments of infrastructure and software from around the world this week: [Read more →]

Infinera has been busy on multiple subsea route lately, with three interesting announcements so far this week. [Read more →]