Telecom Ramblings

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

Over-the-top players will cost operators an estimated $14 billion in lost revenues this year, up by 26% from 2013, Juniper Research estimates. [Read more →]

This Industry Viewpoint was authored by Dan Joe Barry, vice president of marketing, Napatech.

Mary Meeker, the head of Morgan Stanley’s global technology research team, projected that mobile data traffic would increase by almost 4,000 percent by 2014, for a cumulative annual growth rate of more than 100 percent. Cisco’s Global Mobile Data Traffic Forecast Update, 2013–2018 says mobile video will increase fourteenfold from 2013 to 2018, accounting for [Read more →]

Here’s a set of news briefs from around the world from this week that are worth a quick look: [Read more →]

Juniper’s October began on a sour note with the lowering of Q3 guidance.  Actual Q3 numbers were on the high side of that, but their look ahead into Q4 was decidedly chilly.  Actually, that’s pretty much what the case was back in July, when Q2 was inline but their Q3 forecasts came in light based on softening demand.  As trends go Juniper surely wishes a friendlier one was developing, but the stock is up slightly in the pre-market this morning as investors were ready for the news and Juniper offered a few incentives. [Read more →]

Infinera had another solid quarter, with continued growth coming from the ongoing 100G roll-outs around the world.  Here are a few of their numbers in some context: [Read more →]

The UK wireless operator O2 is moving its infrastructure from leased capacity to dedicated fiber, and they’re getting the fiber from Zayo. The two companies completed a 15 year deal for a managed core fiber network that will stretch from Glasgow down to Salisbury. O2 of course is Telefonica’s UK business, and has been for some 8 years. [Read more →]

Here’s a set of quick takes on news from the data center space over the last couple days: [Read more →]

The world of peering and interconnection saw a bit of M&A news today: IIX has acquired the UK-based Allegro Networks.  [Read more →]

Zayo’s first move after taking its story public with an IPO last week was close to home.  The Boulder, Colorado-based fiber builder and operator has announced a new fiber buildout in a town it knows quite well: Boulder, Colorado. [Read more →]

We’ve had a bunch of regional and metro news to look at this morning, here’s a quick rundown: [Read more →]

Merit Networks has finally finished off one of the bigger BTOP infrastructure projects, REACH-3MC.  Construction started almost four years ago after the first of two stimulus grants were awarded.   [Read more →]

Earnings season got rolling this week as Verizon posted its Q3 earnings this morning.  As usual for such a massive, carefully watched company, there wasn’t anything truly surprising in the numbers.  They came in a bit shy of estimates, but close enough to the mark so as to be ok and not panic anyone. [Read more →]

Today the world of passive optical networks may be getting a major jolt of potential bandwidth.  Alcatel-Lucent has launched the first Time and Wavelength Division Multiplexed Passive Optical Network solution, or TWDM-PON.  They see the technology as a successor to GPON, supporting 4 wavelengths and boosting total capacity to 40Gbps. [Read more →]

A quick roundup of data center news from this morning and late last week: [Read more →]

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

We know about web 2.0, the social internet, and some speak about web 3.0. In the finance sector we have talked about finance 2.0 that is a more online and lesser middlemen -model. Now we are learning about industry 4.0. Is it one more fancy number, catchy marketing or something bigger? [Read more →]

This week we got a new listing to look at on the Ramblings Jobs board to look at from LIT Networks. [Read more →]

It finally happened, Zayo took its fiber business public this morning on the NYSE. The stock debuted at $19 and has surged up to $22 thus far. It’s a long-awaited reversal of what has been the usual pattern over the past decade where publicly traded fiber tickers have steadily vanished from trading floors.  [Read more →]

Zayo’s IPO is today, and next week earnings season will kick off in earnest.  In the meantime, here’s a Friday roundup of other news we didn’t get to earlier this week: [Read more →]

This Industry Viewpoint was authored by Edmundo Costa, CEO of Catbird

In our Big Data, mobile-optimized world, telecommunications companies with sprawling networks deal with huge data center challenges. Telco networks typically have a foundation of complex legacy architecture that interferes with their ability to quickly deploy services – in an era where speed rules the day. [Read more →]

Some more European fiber infrastructure is changing hands today.  euNetworks has announced the acquisition of Fiberlac, expanding its footprint to both lower latitudes and higher elevations.   [Read more →]

Three interesting international network deals worth a quick look: [Read more →]

Two of the industry’s bigger innovators are teaming up for the next chapter in content delivery technology. At this week’s SDN/OpenFlow World Congress, the CDN heavyweight Akamai and the routing giant Juniper are demonstrating what is described as an Elastic Content Delivery Network. [Read more →]

Global Cloud Xchange, which we knew as Reliance Globalcom until its rebranding earlier this year, is making good on the cloud part of its name. This morning they launched a new cloud service and ecosystem aimed at the global enterprise market. [Read more →]