Telecom Ramblings

This industry viewpoint was authored by Prayson Pate, Chief Technology Officer and Senior Vice-President of R&D, Overture, and first appeared on Overture’s company blog.

One of the big drivers for Software Defined Networking (SDN) and Network Functions Virtualization (NFV) is reducing CapEx and OpEx. While attractive and perhaps necessary, cost cutting is not enough to [Read more →]

This Industry Viewpoint was authored by Kevin Vachon, COO of the MEF.  

Increased enterprise agility and a dramatic boost to user productivity are promised by the latest wave of dynamic CE services now coming to market – a market set to grow by several percentage points in size to over $50bn globally in the next five years. [Read more →]

Two data center facilities are getting some new connectivity from Zayo: a recently reborn one in New York City, and one that hasn’t even opened yet down in Houston. [Read more →]

Here’s a quick roundup of other interesting news from this week: [Read more →]

Lumos Networks announced connectivity into two significant data centers this week as it posted its second quarter 2014 earnings.  They’ve been expanding on multiple fiber fronts lately, but with offsetting trends from legacy services holding down their overall revenues. [Read more →]

Cogent has been raising its dividend every quarter since it started returning cash to shareholders, but this quarter saw the biggest boost yet.  In terms of their quarterly numbers, revenue and earnings per share came in lighter than expected, while EBITDA and margins were stronger than anticipated. [Read more →]

Alpheus made a small, strategic M&A move down in Houston yesterday.  They have announced the acquisition of StratIT’sphere’s business colocation unit down in Houston’s energy corridor. [Read more →]

Over in the bandwidth infrastructure market in Europe, euNetworks released its Q2 financials this morning.  They posted another quarter of strong new sales, with recurring revenue up 3% sequentially.  Here is a table of their overall numbers. [Read more →]

Windstream’s move last week to spin off/lease back its network and copper into a REIT certainly shook things up last week. Monday’s poll shows quite clearly that folks in the industry have diverging views on what it all means.  There are definitely unresolved questions out there, at least for me. Let’s ramble on about a few of them: [Read more →]

According to the Wall Street Journal and Bloomberg this morning, Sprint has given up its quest to purchase its rival T-Mobile US — again. Of course, it’s not an official decision and even if true they could restart things in a heartbeat if they wanted to, but the WSJ has had the inside track on this since the beginning. [Read more →]

With its home turf in Spain still a painful market, Telefonica seems to have decided that its best bet for the future lies in Latin America.  Rumors last week had them sniffing around assets in Mexico in the wake of Carlos Slim’s retreat, but this morning they took a more concrete action.  Telefonica has bid for GVT, and if they succeed they’ll have the biggest marketshare in the largest regional market.   [Read more →]

Here’s a quick rundown on some news from abroad: [Read more →]

This Industry Viewpoint was authored by Max Silber, executive director of mobility, MetTel

Before the era when cell phones became permanently glued to our hands and our ears, walkie talkies were the fastest and most efficient way of communicating over a short distance. As mobile technology advanced both the devices and the service, field workers such as construction companies and police departments became synonymous with the chunky phones and scenarios depicted in the Nextel advertisements of the late 1990’s. After the demise of the original iDEN Nextel National Network just a short year ago, some may think that the “push-to-talk” movement is over, but that is far from the truth. [Read more →]

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

Amazon (Amazon Web Services, AWS) is the leading enterprise cloud provider. Amazon surprised the market with a larger than expected loss. AWS has had a big impact on the result. What does it mean that the leading cloud company cannot run a profitable business? [Read more →]

Last week had a few surprise moves, but perhaps the most puzzling one was Windstream’s plans to spin off a fiber REIT.  We’ve had a little while to digest the idea, so I’m posing the question to Ramblings’ readership this morning.  What do you think? [Read more →]

Cloud services, broadband video, mobile technologies, apps, and other forms of information and entertainment are all driving tremendous traffic volumes on metro networks. This packet-based network traffic – connecting people to content – travels on metro networks as soon as it leaves the data center. Network operators are feeling the pressure of unpredictable traffic volumes, and they need new network solutions that allow them to keep pace with demand growth while reducing complexity and enabling the addition of new services. Brian Lavallée, Ciena’s Director or Product & Solutions Marketing shares a list of factors driving the evolution of metro Ethernet networks today and into the future. [Read more →]

Shaw Communications is making a big play in the western USA colo and cloud market place. Yesterday the Canadian MSO and network operator announced plans to purchase ViaWest in a dea worth $1.2B. [Read more →]

Yes, a bid landed on the table for T-Mobile today from a foreign wireless carrier backed by a billionaire with a talent for disruption. But it wasn’t from Softbank and Masayoshi Son was not involved. The French carrier Iliad, which is backed by Xavier Niel, has come out of nowhere to offer [Read more →]

Here’s a quick roundup of some of the news from the sector that didn’t have to do with earnings reports this week: [Read more →]

The data center business shows no sign of slowing down, at least if Equinix’s results are any indication.  Revenues, EBITDA, and earnings per share all outpaced both guidance and expectations, and the company boosted its full year guidance for both revenue and EBITDA.  Here are their numbers in some context: [Read more →]

A week or so earlier than usual and a day and a half after its prospective acquirer did so, tw telecom posted its second quarter results.  They saw revenue growth pick up a little bit over the past few quarters, moving up 2.8% sequentially and beating estimates slightly.  Earnings per share seems to have been inline after excluding merger-related costs.  Here are their numbers in some context: [Read more →]

For quite a few years now, the Indian telecommunications giant Reliance Communications has been looking for a way to monetize its international networking assets.  According to Telegeography, China’s CITIC Telecom is said to be preparing a bid, at least for the submarine cable part.   Have they finally found a buyer? [Read more →]

Netflix and AT&T have apparently made an interconnection pact, following the same path as we have seen over the past two quarters with Comcast and Verizon. Perhaps this time will be a little less acrimonious, as the two plan to have the necessary connections in place ‘over the coming days’. [Read more →]