Telecom Ramblings

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

Inevitably, reports from the aftermath of Hurricane Sandy have included a telecoms tech angle – not just in terms of network impact, but also consumer usage. [Read more →]

Yesterday in a Sandy-delayed report, Equinix (NASDAQ:EQIX, news, filings) issued its third quarter financials while also closing its divestment of non-core datacenter assets to 365 Main.  The latter led to their reclassifying revenue from those assets as from discontinued operations, which confused things since analyst estimates were for the whole thing.  Further complicating matters was the addition of Asia Tone and ancotel, which analysts *were* factoring in.  But after hunting through the numbers, it seems clear that Equinix had [Read more →]

It appears the global enterprise WAN market has been evolving rapidly over the past year. According to TeleGeography, IP VPN port pricing has been falling as usual, but for low capacity ports it has been falling much more steeply. Here’s their chart:  [Read more →]

Almost lost in the shuffle earlier this week was expansion news from EdgeCast Networks.  In addition to some infrastructure upgrades, they’ve added new nodes in Vienna, Stockholm, and Sao Paolo in response to customer demand, and now claim their infrastructure carries more than 4% of worldwide internet traffic. [Read more →]

Lots of industry executives have been moving around or changing name plates this autumn, here are four from this past week: [Read more →]

Yesterday, the billionaire Carl Icahn announced the latest target for the unique type of value raid he has perfected over the last ten years. Through options and other means, he has taken the equivalent of a 10% stake in Netflix and stated his belief that it’s undervalued and should be sold to a big tech company lik MicroSoft, Google, Apple, or Amazon. [Read more →]

Yesterday it was about what broke, today let it be about what didn’t. When Sandy tore through the MidAtlantic as the largest such storm on record, it could have been much, much worse for fiber, copper, wireless, cloud, and content.  [Read more →]

Telstra Global, the international division of the Australian incumbent, is giving the ‘global’ part of its name a bit more weight by adding nine PoPs across four continents. They’ve expanded their presence with new nodes London, Marseille, Stockholm, Osaka, Tokyo, Hong Kong, and Chicago, as well as two more back in Sydney. [Read more →]

Sandy may be tearing up the northeast, but the rest of the world does go on. Here’s a few quick takes on recent items from Hibernia Atlantic, Lightower, Geo, Viawest, and Infinera: [Read more →]

Earthlink (NASDAQ:ELNK, news, filings) closed out a better than expected third quarter with the announcement that it is going on offense. The one-time dialup giant turned cloud and managed services provider says it will be pouring $45M into expanding both its fiber network and data center footprint. [Read more →]

Hurricane Sandy has barreled through New Jersey and into Pennsylvania, leaving an impressive wake of destruction for the press to report on – even if they keep showing the same @#%&ing clips over and over.  But with two of the internet’s main hubs (NY/NJ and Ashburn) and some of its most trafficked routes in Sandy’s path, what about the communications grid? No really, I’m asking you folks. [Read more →]

In one of its periodic Stat Flashes late last week, Vertical Systems Group illustrated how fast Ethernet is taking over. The bandwidth purchased for business Ethernet is now leaving behind that feeding legacy services in a big way. Here’s their graphic: [Read more →]

The thing about hurricanes in and around the Northeast is that for the average person they’re usually overhyped if one can’t see the ocean from one’s window. But that doesn’t hold for the service providers that keep the fiber, copper, and tower infrastructure running across the region. They’re all bracing for what might be a historic impact from the rapidly approaching Hurricane Sandy. [Read more →]

The Asia-Pacific regional carrier Pacnet is further extending itself into Mainland China. They have won an enhanced value-added service license from China’s Ministry of Industry and information Technology that expands their IP VPN coverage area from a mere 20 cities to a much wider scope of 23 provinces.  Two weeks ago, [Read more →]

We have a new job listing on the Ramblings’ Jobs board this week.   Competitive Telecoms Group is seeking [Read more →]

That giant cable across the South Atlantic that eFive has been working on now has a supplier signed up. According to regional business reports, the South African firm eFive Telecoms has awarded the contract to TE SubCom. [Read more →]

Earlier this month, the US House of Representatives issued a report describing a potential national security threat posed by gear from Huawei and ZTE due to their ties to the Chinese military.  If you read this site often, you know my opinion.  But what’s yours?  Do you think this is credible, or just an election year gimmick?  Or a bit of both? [Read more →]

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

ZTE has revealed it swung to a Q3 loss of 1.7 billion yuan ($272.3 million) – its first ever quarterly loss as a public company – blaming a continued slump in the [Read more →]

As it closed the books on Q3, Internap Network Services (NASDAQ:INAP, news, filings) had some interesting expansion news to share yesterday.  They unveiled plans for a big new 100,000 square foot data center in Secaucus, New Jersey, which will boost their New York City metro area inventory by 45%.  This buildout plan comes on the heels of the [Read more →]

With the proposed Softbank transaction still fresh in our minds yet far from completion, Sprint has at least a couple of quarters to push forward in its current form. Today’s earnings report wasn’t even part of that of course, as not even rumors of the deal had emerged by the end of the third quarter.  Sprint’s Q3 was [Read more →]

The media delivery and network infrastructure businesses have become increasingly intertwined over the past few years. One place where they mingle directly is at Hibernia Atlantic and its Hibernia Media division, which specializes in delivering video feeds over their fiber-based network. The company has lately embarked on a path of expansion through consolidation, and is seeing rapid growth in the occasional use business. Here to give us an overview of Hibernia Media’s recent M&A activity and further expansion plans is Kathy Perone, Chief Operating Officer of Hibernia Atlantic. [Read more →]

Both Akamai and Infinera reported earnings after the market closed, and both companies had good news to share and both stocks are up after hours. [Read more →]

The data center space continues to hop with activity, here is another set of quick takes from Cologix, IO, Telx, and ViaWest: [Read more →]