Telecom Ramblings

Organic expansions are the order of the day, here’s a quick look at where Sidera, Lightower, Level 3, and Zayo are putting capex to work this week. [Read more →]

A trio of companies are working on a new low latency connection between New York City in Landeyajasandur, Iceland. We’re not talking about a new cable built from scratch, however, but rather a new use for infrastructure that each of the three companies can already bring to the table combined with some newly built enhancements.  [Read more →]

Teliasonera International Carrier added a big, gaudy feather to its cap this morning. Facebook, the social networking giant that will soon go public, has selected the company to build and operate a new pan-European managed optical network. [Read more →]

The music is about to stop, and LightSquared is far from an available chair. Barring another extension, when 2pm rolls around today the erstwhile 4G wholesale disruptor will be in violation of the terms of its debt.  The word is that a deal between Harbinger and LightSquared’s lenders is nowhere close, and preparations are underway [Read more →]

The internet can be a crazy place when governments get involved, whether large or small, friend or foe: [Read more →]

More quick takes on interesting items from the colo sector, which in the last day or two has mostly been overseas: [Read more →]

The sputtering economy in Europe isn’t hurting the fiber business too much, if euNetworks’ first quarter is anything to judge by.  After buying both LamdaNet and TeraGate last summer, the company has been busy integrating the assets while ramping its on-net footprint. [Read more →]

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

India has long been a land of many wonders, from Buddhism to the Taj Mahal, and regulator TRAI must rank among them with recent turns of events. [Read more →]

Cisco took a bit of a breather from its resurgence as tech bellweather to throw a bit of a macroeconomic scare into the market yesterday. The general consensus was that their earnings were not bad, and in fact came in a hair above estimates. But forward guidance for EPS of $0.44-0.46 was a few pennies short of projections, and the accompanying commentary [Read more →]

There is no hotter place right now when it comes to new submarine cable plans than Brazil, with multiple projects competing for top billing for bringing big bandwidth to South America. One of those, Seaborn Networks, upped the ante substantially this morning by announcing a major anchor tenant for its proposed [Read more →]

Lots of fiber expansion activity in the news that’s worth a quick look: [Read more →]

Time for a quick look at some recent news items from the colocation and interconnection markets – there’s been lots of it. [Read more →]

With the AboveNet deal still in the wings, Zayo Group (news, filings) passed the $100M quarterly revenue threshold in its third fiscal quarter while continuing its margin growth.  Here’s a quick tabular summary: [Read more →]

For what is likely their last earnings report before the merger with Zayo closes, Bill LaPerch and his crew turned in a big growth quarter.  Revenues were up strongly across all segments and 5% sequentially overall, easily besting composite analyst projections.  Earnings per share were in-line with estimates, and margins and capex [Read more →]

One of those big Atlantic submarine cable projects we’ve heard about in the last six months is getting closer to reality. The WASACE Cable Company said yesterday that it has begun the procurement process, aiming to select a cable system supplier for the actual construction of its very ambitious three leg, four continent 100G plans. [Read more →]

I have long expected Pacnet (news) to become a consolidation target, and that future seems to have arrived. According to a Reuters report, PT Telekomunikasi Indonesia has in fact submitted a bid for the Pacific regional cable operator that is said to value the company at about $1B. [Read more →]

Here are some quick takes on some of the news from network operators that has built up already this week: [Read more →]

Reports this morning are that America Movil has offered €2.6B in cash for a bigger stake in the Netherlands’ KPN. The Latin American mobile giant already owns a 4.8% stake, but if this bid is successful that will rise to 28%. That’s just under the 30% that in the Netherlands would oblige them to offer to buy all outstanding shares, meaning it’s the most they can buy without actually [Read more →]

When Comcast first unveiled its plans to not count XfinityTV traffic towards bandwidth caps, it said that this was permissible since it is a service separate from its high speed access, with the Xbox acting as another set-top box and with traffic travelling over its own separate IP network.  But the closer the scrutiny gets, the less separate it all looks. [Read more →]

Northeastern fiber operator Lightower Fiber Networks (news) is expanding deeper into New Jersey. They plan to add another 100 route miles both in the northeast and down into the central regions of the state. Moving further down the I-95 corridor is their most obvious geographical expansion territory, maybe they’ll make it to Philadelphia in a year or two. [Read more →]

Fresh off its rebranding of the former Neutral Tandem and Tinet names, Inteliquent (NASDAQ:IQNT, news, filings) posted a steady first quarter.  At the end of the quarter, the company formally launched its hosted UC product line, however the revenues for this year will come primarily from their voice and IP/Ethernet product lines.  Here’s a quick table of the company’s numbers in context: [Read more →]

International fiber operator Level 3 Communications (NYSE:LVLT, news, filings) has had its big DISA contract award finalized according to a release this morning.  Of course if you read this site regularly you saw this one go by almost four months ago, but government contracts do tend operate in their own parallel temporal existence.  We do have a few more details now though. [Read more →]

Broadsoft (NASDAQ:BSFT, news, filings) has been making a habit of easily beating estimates, and did so again with this morning’s first quarter results. The telecom infrastructure industry’s migration toward cloud communications has been boosting the [Read more →]