Telecom Ramblings

The regional colo and cloud provider ViaWest is doubling down on its infrastructure in Colorado. They have announced a new 210,000 square facility to be ready for business in the first quarter of 2014.

[Read more →]

Over in the CDN/Cloud segment, Akamai also had a good third quarter but sees a dark cloud or two ahead in Q4 that will dampen any celebrations.  Revenues were higher than both analyst estimates and the company’s guidance, as were their non-GAAP earnings per share.   Here are their numbers in some context: [Read more →]

Infinera (NASDAQ:INFN, news, filings) posted another strong quarter yesterday, again besting expectations as its sales of the new DTN-X platform continue to drive things forward.  Revenues were in the upper half of guidance and a bit above expectations, while earnings per share of $0.10 were above the guided range and six cents ahead of composite analyst estimates.  However forward guidance was more conservative than the street may have hoped: [Read more →]

After a rare faltering step last quarter, Equinix turned in a third quarter earnings report that puts them back on their growth track.  Revenues came in just a hair above the midpoint of guidance and slightly above analyst projections, while diluted earnings per share were $0.14 above the street’s estimates.  Here’s a quick table of their results in some context: [Read more →]

Amazon is the undeniable king of the the first public cloud era, and therefore it’s into their infrastructure where the biggest demand for cloud connectivity has been and continues to be. And so today we have three major infrastructure providers announcing expanded support for AWS Direct Connect, which itself has been around for two years already. [Read more →]

Another piece of Seaborn Networks’ planned cable to South America keep falling into place. On Monday it was the money, and yesterday it was that the metro fiber specialist Sunesys will be handling the terrestrial backhaul leg in New Jersey. [Read more →]

The Asian-Pacific network operator Pacnet added more depth on the Chinese mainland today. Their equity joint venture in China, Pacnet Business Solutions, has managed to obtain an Internet Data Center (IDC) license from the Ministry of Industry and Information Technology in Chongqing. [Read more →]

The international arm of Australia’s incumbent, Telstra Global, is expanding its US presence with the help of CenturyLink. The two companies have established a network-to-network interface that will give Telstra Global access to some 73 IP VPN PoPs across the country and provide CenturyLink with better connectivity down under.  [Read more →]

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

This article was authored by Joseph Waring, and was originally posted on telecomasia.net.

Slowing revenue growth (pegged at just 3% this year) and a continued decline in ARPUs (down 14% since 2010) across Asia Pacific are having a knock-on effect on telecom equipment vendors. [Read more →]

AT&T has freed up a few spare billion dollars with the assistance of Crown Castle. The two companies announced a wireless tower transaction yesterday that will put $4.85B in cash into AT&T’s coffers. [Read more →]

Ok, I’ve tried this before with mixed results but I think this time that the technology is up to the task. Up in the top menu you will see a Forums button, which will take you to the Ramblings Community Forums. This is intended simply as a place for reader-initiated discussions, so you folks don’t need to wait for me to write an article in order to have your say in the comments. [Read more →]

We have two new job listings on the Ramblings Jobs board this week, one from Walker and Associates and the other a new one from Logix Communications: [Read more →]

Here’s an end-of-week roundup of news from this week that’s worth a look: [Read more →]

The Amazon region hasn’t generally been one of the better connected parts of the world, but according to this morning’s announcement it’s at least got a 100G backbone now. TIM Brasil has deployed a 100G network across 2,400km in northern Brazil, powered by gear from Xtera. [Read more →]

One of the more rapidly developing corners of the bandwidth market is direct connectivity to cloud resources for enterprises. Level 3 Communications (NYSE:LVLT, news, filings) yesterday unveiled its own approach to this rapidly developing market niche with the launch of its Cloud Connect Solutions portfolio. They’re offering private network connectivity between enterprises and the major cloud vendors out there, bringing dedicated bandwidth to the cloud applications many enterprises are moving to, or thinking about moving to as the case may be.  [Read more →]

With the government shutdown showdown finally behind us, all we needed is a bit of good news to wipe away a bit of the gloom. Verizon did its part, kicking off earning season with a better than expected quarter despite the distracting overhang of the pending Vodafone deal. [Read more →]

So much for the KPN buyout. América Móvil and Carlos Slim have decided to take their ball and go home rather than give in to the demands of the Dutch foundation standing in the way of its bid. [Read more →]

Last week Canadian regulators rejected the proposed purchase of Allstream by Accelero, a vehicle of the Egyptian tycoon Naguib Sawiris on national security grounds. When Verizon looked into entering the market there, they were faced with immediate and vocal objections before backing off after the Vodafone deal. So despite the supposed relaxation of foreign ownership requirements in the Great White North last year, the question now is [Read more →]

On tap today: new data center in the Midwest, an NNI with PCCW, bundling LTE for businesses, and the return of Bill LaPerch to the fiber business. [Read more →]

It’s a busy Tuesday for the vendors.  Juniper Networks (NASDAQ:JNPR, news, filings) today unveiled an upgrade to its MX router portfolio. The MX Series 3D Universal Edge Router now has additional capacity, subscriber bandwidth, and service performance via new [Read more →]

Here are a series of quick-takes on news from the international front: [Read more →]