Telecom Ramblings

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

The rise of SDN is posing an “existential threat” to networking market leader Cisco, which is bound to put pressure on the vendor’s market share and revenue margins, CM Research warns. [Read more →]

Over on the Ramblings Jobs Board we have a new job listing from Logix down in Texas. [Read more →]

To finish off the week, here’s a quick look at some news that’s come in from overseas: [Read more →]

In a southeast Asian M&A that was rumored to be in the cards as far back as May, Malaysian-based XL Axiata has announced an agreement to buy Axis Telecom. Axiata’s Indonesia subsidiary will be buying a 95% stake in the Indonesian service provider from Saudi Telecom Company and Teleglobal Investments. [Read more →]

Today, assuming nothing goes awry, we will get a new public cloud communications company to keep track of. RingCentral’s initial public offering is all set, and yesterday they announced the initial pricing to be $13.00 per share. [Read more →]

Two bits of news for lvlt this week: a high profile contract in the sports vertical and yet another big refinancing. [Read more →]

There’s been a series of interesting items from vendors this week, here’s a set of quick-takes to play some catch-up: [Read more →]

Or is that Hungary? Nope that pun won’t work yet, hungry will have to do. So now that Verizon and Vodafone finally made the least secret deal of the decade happen, AT&T CEO Randall Stephenson has now publicly alluded to M&A opportunities in Europe. So who might they buy? [Read more →]

Here’s a quick rundown on some other news from the metro and regional fiber sector: [Read more →]

If the imminent invasion of European-style internet exchanges has Telx worried, they aren’t showing it. Today the interconnection specialist unveiled the addition of another 69,000 gross square feet at 60 Hudson, one of the internet’s biggest hubs. [Read more →]

The metro and regional fiber business has a new name to remember, as Tech Valley Communications has rebranded itself as FirstLight Fiber.  Meanwhile, they also gained certification with a major wireless operator for their Ethernet backhaul solutions. [Read more →]

Yesterday Rogers Business Solutions waded deeper into the cloud infrastructure market with some M&A. Rogers is purchasing two data center assets: Pivot Data Centers and Granite Networks. They’ll be folding both into their Blackiron Data division, built off the purchase of the Blackiron business from Primus earlier this year. [Read more →]

While the Pacific Fibre effort may have collapsed, the dream of more and bigger pipes hooking up New Zealand with the US west coast clearly hasn’t. According to Capacity Magazine, TE Subcom has now signed on to help build the Hawaiki Cable system, an effort that hopes to succeed by offering solutions to more than one problem.   [Read more →]

While they seem to have picked a rather inauspicious year to move to the now very wet city of Boulder, Zayo has finally turned in another quarter of steady growth.  EBITDA margins were down sequentially, but this was due to a one time hit from lease termination charges that derive from all the integration work.  Here’s a quick summary of Zayo’s numbers for their Fiscal Q4: [Read more →]

According to various reports, one of the bigger European competitive fiber assets known to be for sale no longer is. GTS Central Europe has taken itself off the table, and its private equity backers are now looking at making some balance sheet moves instead. But that’s clearly just an interim step. [Read more →]

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

Operators worldwide are on the verge of a radical transformation and strategic shift in direction, according to research from Informa Telecoms and Media. [Read more →]

Here’s a quick Friday look at some news from the European markets: [Read more →]

The videoconferencing business’s colorful upstart now has a bigger war chest. Yesterday Blue Jeans Network raised another $50M in funding in a round led by Battery Ventures. They will be using the funds to take aim at the likes of Polycom and Cisco.  [Read more →]

Announcing yet another expansion of its network footprint, Zayo has expanded with new longhaul routes in the southeastern USA. They’ve added long-haul fiber that will bring the markets of Raleigh NC, Richmond VA, Tampa FL, and Orlando FL on-net, and add diverse connectivity down to Miami – a market they got a toe in from the AboveNet deal. [Read more →]

We have another of Europe’s independent internet exchange operators that is coming to America. Frankfurt-based DE-CIX announced this morning that it will be establishing internet exchanges in markets around the USA, starting with the New York metro area.  [Read more →]

Another federal network infrastructure deal was announced yesterday, as win took home a contract with the US Department of Veterans Affairs. They’ll be providing voice, data, and internet services for the agency’s Region 4, which overseas some 300 facilities of various types across 11 states in the Northeast. [Read more →]

The Rochester-based fiber builder and operator Fibertech has brought in bigger pipes for enterprises across their footprint. They’re using Ciena’s switches and packet-optical technology in a deployment of 100G Ethernet services in the metro. [Read more →]

Here’s a quick roundup of news items from the data center world so far this week: [Read more →]