Telecom Ramblings

Next month will see another step forward for big bandwidth to and through one of the least connected regions of the planet. Arctic Fiber kicked off its route survey through Canada’s far northern region of Nunavut and northern Quebec. [Read more →]

With the rollout of its flagship DTN-X platform now a year old, Infinera (NASDAQ:INFN, news, filings) appears ready to cross the line back into profitability next quarter.  Revenues and earnings per share beat estimates, and the third quarter guidance came in above expectations: [Read more →]

There were no fireworks in the Q2 report of cloud CDN provider Akamai (NASDAQ:AKAM, news, filings), just solid numbers.  With support from the performance and security solutions side of things, both revenues and adjusted earnings per share came in at the top of guidance, which is right where analysts had been looking.  Here are a few of their numbers in some context: [Read more →]

The carrier neutral data center giant Equinix (NASDAQ:EQIX, news, filings) is taking it on the chin again after hours following its Q2 earnings report.  Eating into their usually rock-steady growth profile were a change to the accounting of non-recurring revenues, the costs involved in the REIT conversion they are pursuing, and some foreign exchange effects.   [Read more →]

Time for a quick roundup of news from early this week or late last week, with contracts for Comcast Business and Geo Networks, a certification for DukeNet, and an expansion by Sovernet on its eastern flank: [Read more →]

Mammoth Networks says it has added three new aggregation points this month up in the lightly covered northern tier, opening locations in Minneapolis MN, Bismark ND, and Cour d’Alene ID. The expansion enhances their capabilities in the Dakotas and in northern Idaho. [Read more →]

Time for a quick roundup of recent news from network providers: [Read more →]

Juniper Networks (NASDAQ:JNPR, news, filings) had a big second quarter according to the results announced earlier today.  Revenues easily bested both their own guidance and analyst expectations, while non-GAAP earnings per share and operating margin were also a few ticks ahead of the curve.  And apparently CEO Kevin Johnson decided this high note was a good chance to go out on top, announcing his plans to retire. [Read more →]

In a $2.7B deal, Cisco Systems (NASDAQ:CSCO, news, filings) announced this morning that it has agreed to buy Sourcefire for $76 per share in cash.  That’s nearly a 30% premium above Monday’s closing price. Sourcefire offers highly automated, intelligent security solutions that help enterprises and network operators cope with the growing array of modern cyber attacks. [Read more →]

A data center REIT’s work is never done, there’s always more square footage to be developed. Digital Realty Trust (NYSE:DLR, news, filings) made another such move this morning over in the Netherlands in the suburbs of Amsterdam. They’ve acquired a site in Haarlemmermeer (and no, my ‘a’, ‘e’, and ‘m’ keys aren’t sticking) on which they plan to build an 11.5MW facility. [Read more →]

Rumbles of consolidation in the European wireless markets turned into reality this morning over in Germany. Spanish-based Telefónica has apparently agreed to purchase E-Plus from the Dutch incumbent KPN, shaking up the balance of power in the most important market in Europe. [Read more →]

This week will see a deluge of Q2 earnings announcements, including an interesting cross-section of the most dynamic internet infrastructure stocks. Here’s a quick look at four of them: Juniper reports on Tuesday, followed by Akamai, Infinera, and Equinix on Wednesday. [Read more →]

In India, Bharti Airtel is putting in fiber to the northeast, linking at last to Bangladesh via a terrestrial fiber cable. The Indian operator is in part looking to boost its wireless capabilities and network quality in the neighboring country, and the new route will complement the existing submarine cable and satellite access that Bangladesh gets nearly all its connectivity from at present. [Read more →]

We have a new job listing this week from Tech Valley Communications up in the northeast. [Read more →]

It’s time for a quick Friday roundup of data sector news I didn’t get to this week that’s worth a quick look, with items from Global Capacity, Sabey, Internap, and US Signal: [Read more →]

Yesterday EdgeCast Networks dipped back into the private equity markets to raise another $54M in new financing. The new funds will go toward driving additional growth in the form of additional services, intellectual property, and international sales and marketing. [Read more →]

Another Level 3 alumni has resurfaced to take the helm of a company within telecom and internet infrastructure. Sureel Choksi has been appointed the CEO of Vantage Data Centers, succeeding Jim Trout who will transition to a new role as Founder and CTO. [Read more →]

One of the USA’s most connected buildings has changed hands again. One Wilshire, the flagship carrier hotel of Los Angeles, has been purchased by a fund managed by the private equity firm GI Partners for the giant state retirement fund CalPERS. [Read more →]

This article was authored by Don Sambandaraksa, and was originally posted on telecomasia.net.

Two new names have been added to the Axis of Espionage. It was revealed that Telstra and PCCW have been collaborating with US intelligence agencies, secretly allowing them access to data going through their networks since 2001. [Read more →]

The interconnectivity specialist Telx has announced the establishment of a third data center in its main hub city. Yep, they’ve got another facility in Manhattan lined up to go with their presence at 60 Hudson and 111 8th Ave. [Read more →]

After many tests and demos over the past few years, NTT has finally taken the 100G plunge beneath the Pacific ocean. The Japanese telecommunications giant announced this morning that it has deployed 100G coherent technology on its PC-1 cable system. The upgrade more than doubles the design capacity of the system to 8.4Tbps, and is already in place. [Read more →]

China isn’t the only big market in which Pacnet is looking to add depth to its regional footprint. This week they announced a deeper presence in India as well. They have enhanced their PoPs in Bangalore, Mumbai, Chennai, and New Delhi to offer high speed international connectivity. [Read more →]

Two and a half years after the initial flare-up, Level 3 and Comcast have apparently resolved their differences over peering, transit, net neutrality, and all that Netflix video traffic.  Comcast had demanded Level 3 pay for the extra ports needed to handle a surge in video traffic coming in from their then new CDN contract with Netflix, and while Level 3 had agreed under protest the dispute had simmered on the back burner ever since. [Read more →]