Telecom Ramblings

All that work tw telecom has been doing to tune its network for the coming era of the cloud has paid off in some nice federal business. They’ve been awarded a WAN-Cloud-B contract by the Department of Health and Human Services worth up to $21.85M over the next four or five years. [Read more →]

TGIF, here’s a quick roundup of other news from this week that I didn’t get to: [Read more →]

For quite some time now Cogent has been regularly boosting the cash it’s giving back to shareholders via its dividend, and it finished 2014 with that trend intact.  Revenue and earnings per share were up sequentially, but perhaps not by as much as the market was hoping.  Here are their numbers in some context: [Read more →]

Ever since the courts knocked the FCC’s previous network neutrality framework on its backside, we’ve been waiting for the FCC’s response. Now we have it, or at least part of it. [Read more →]

Equinix polished off 2013 with a solid quarter, beating analyst EPS projections, meeting revenue expectations, and passing the $2B milestone in total revenue for the year.  Forward guidance for the quarter full year was a tad more conservative than analysts had projected, but it’s still in the right ballpark.  Here are their numbers in some context: [Read more →]

Not content with its first playground of Kansas City or its expansion projects in Provo UT and Austin TX, Google says it is now planning to target major cities around the country for its FTTH services. [Read more →]

Here’s another flurry of international news items worth a quick look: [Read more →]

Last month we polled Ramblings readers, asking who the most likely buyers and sellers were in the US networking business. With the votes in, let’s quickly review what folks are thinking. [Read more →]

Here’s a quick roundup of network-related news from around the world: [Read more →]

Those who have followed Telecom Ramblings over the years know I don’t often make it to industry events. But 2014 will be different. Next week I will attend MetroConnect in Miami. And the following week I will be at Telecom Exchange West out in Denver, where I will be stepping up to moderate a CEO Roundtable. [Read more →]

In an ominous sign of changes that could change more than just privacy in the wake of Snowden, the German Chancellor Angela Merkel added to voices calling for a European-only communications network over the weekend. In a podcast she said publicly that she would raise the possibility this week with the French President — yes the one without a steady date at the moment. [Read more →]

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

If the whole object of Big Data is to collect user data in the name of highly personalized ads and services, take note: some start-up companies are pushing back with smartphones, web browsers and search engines that will help users stay anonymous.   [Read more →]

Two global networking vendors announced an alliance today that could shake up the status quo.  Ciena and Ericsson have signed a strategic global agreement to push forward on multiple, high profile fronts. Just in time for Valentine’s Day too. [Read more →]

Time for a quick roundup of other news from the networking world: [Read more →]

So Comcast surprised everyone, outbid Charter, and won over TW Cable’s board with an all-stock deal.  While everyone thinks the FCC is going to go over this with a microscope, the protagonists’ position is that this is good and necessary for cable and that competition won’t be hurt at all.  If necessary they’ll divest some 3M customers.  What do you think, will the powers that be let this merger go through? [Read more →]

The rumors are flying around, and they don’t all entirely agree with each other. But they all seem to agree that Comcast is about to announce a deal for TW Cable in the $44-45B range.  [Followup: it’s now official with a $45.2B price tag] [Read more →]

Here’s some European-flavored news bytes for this Wednesday, although for the first one the action is actually on this side of the Atlantic. [Read more →]

After tw telecom announced a major expansion across 27 markets back in November, they didn’t waste much time.  The biggest feature of the company’s Q4 earnings report yesterday was a $119.8M in capex associated with the project including a ‘strategic market expansion capital lease’.    As for the rest of the report, tw telecom reported its usual clockwork revenue growth and indicated next year will see a somewhat [Read more →]

Yesterday Rackspace posted nice earnings, saw its longtime CEO retire, and announced a shift in focus toward the hybrid cloud. Shares were trading rather lower after hours and in the premarket as the uncertainty of the last two overwhelmed the promise of the first. [Read more →]

Last week Stacey Higgenbotham over at GigaOm suggested that something is fishy in the world of last mile bandwidth. With the latest Netflix ISP speed index data, it sure is looking like she’s onto something. [Read more →]

This is a guest article by Winston Qiu, an industry professional who writes over at submarinenetworks.com. 

No doubt, Chinese are now leading the submarine cable industry. Chinese chair in several important  submarine cable systems across the Pacific or connecting Asia, Africa and Europe, including APG, AAE-1, SMW5, NCP, Faster Cable, no matter under constructing or in planning. There are skeptical and anxious voices, some even think [Read more →]

With the sale of its 45% interest in Verizon Wireless set to close in the next few weeks, Vodafone is certainly wasting no time putting the incoming cash hoard to work.  Last week there was talk of Tata, and now according to reports out of Europe this morning the British group has followed through on earlier Spanish rumors and made a real bid for Ono.  [Read more →]

This article was authored by Grace In Mono, and was originally posted on telecomasia.net.

Exactly two years to the month after I wrote about the “end of unlimited data plans” in the Philippines, we are back to talking about telcos’ fair use policy (FUP) on data usage and how [Read more →]