Telecom Ramblings

Quite a few interesting items in the data center space already this week, time to round up a few more: [Read more →]

Embattled WiMAX provider and LTE hopeful clwr took a small step away from Sprint Nextel (NYSE:S, news, filings) by adding another wholesale customer. United Online will be selling a NetZero 4G high speed mobile broadband service via Clearwire’s WiMAX network under a five year agreement.  They will be selling [Read more →]

Hibernia Atlantic picked up a transatlantic bandwidth contract with OnLive, a cloud-based gaming provider.  OnLive delivers on-demand games and related media to both PCs and mobile devices, which these days increasingly means tablets. They will be leveraging Hibernia’s bandwidth to deliver their games both [Read more →]

Fresh off the closing of the Global Crossing deal four weeks ago, Level 3 Communications (NYSE:LVLT, news, filings) has reported its Q3 numbers, which seem to be very much in line with expectations.  Revenues grew at the same rate as in the prior quarter, while EBITDA expanded.  They also released enough of Global Crossing’s Q3 data to give investors enough to work with in estimating where the combined entity started from.  Here’s a quick summary of the company’s metrics in the context of the prior four quarters:

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There was a time when multisite networking contracts went to data centers, switching centers, skyscrapers, and satellite offices of multinational corporations. These days though it’s farmers markets, at least if TW Telecom (NASDAQ:TWTC, news, filings) is any indication. Today they announced a contract with Sprouts, an operator of more than 100 such stores across Arizona, California, Texas, and Colorado. [Read more →]

Today we witnessed a rare event in telecom: a fission of one into two – the opposite of M&A activity. nTelos (NASDAQ:NTLS, news, filings) has completed the process of splitting off its wireline division, leaving two publicly traded companies. That means that Lumos Networks (NASDAQ:LMOS, news, filings) is now the newest fiber operator on the block. Their Mid-Atlantic regional fiber footprint is built around a West Virginian core, and looks like this: [Read more →]

High end CDN challenger Cotendo has renewed and expanded its arrangement with TeliaSonera AB (ETR:TLS, news, filings) International Carrier.  Cotendo has been using Teliasonera’s colo and IP services mostly in Europe until now, but will be providing services in North America as well.  It’s a natural fit, so it’s no surprise the two are happy to work with the status quo.  Cotendo needs [Read more →]

No, Zayo Group (news, filings) isn’t painting its Manhattan network pale blue, I mean the equipment vendor. Zayo will be upgrading its metro network in the Big Apple using Cyan’s Z-Series packet optical gear.  Apparently they’ve been using Cyan gear in a number of other markets already, with positive results.  The upgrade will enable Zayo to [Read more →]

A quick survey of some recent items in the datacenter space: [Read more →]

Today Ciena (NASDAQ:CIEN, news, filings) announced a key submarine upgrade contract with Southern Cross, which connects California in the North Pacific with Australia and New Zealand in the South Pacific, making a stop in Hawaii along the way. Southern Cross will be upgrading from 10Gbps to 40Gbps on all segments, including the longest one spanning 8,000km. The upgrade will effectively [Read more →]

The Russian operators have been rather actively investing in their infrastructure lately, haven’t they? Today it was TTK, a.k.a. TransTeleCom, upgrading its IP network with gear from Juniper Networks (NASDAQ:JNPR, news, filings). Russian infrastructure wins aren’t minor, as you can see from the company’s fiber map: [Read more →]

Here’s a quick look at some interesting metro and regional items from last week that were a bit further off the beaten track. [Read more →]

On Wednesday, Level 3 Communications (NYSE:LVLT, news, filings) will report its third quarter financials, and this will be the last time the company looks anything remotely like this.  The Global Crossing merger and synergy progress will dominate the fourth quarter, and is already playing havoc with projected numbers – Yahoo Finance has one analyst projecting [Read more →]

Can it be?  Has the FCC finally put together a plan to reform the Universal Service Fund and intercarrier compensation after a decade of procrastination?  I have hesitated to write about the possibility, given the long history of deadlines missed and proposals never followed through on.  But nevertheless, that’s what the news out of the FCC says today — although nobody has actually [Read more →]

Yesterday PAETEC (news, filings) voted as scheduled on the proposed merger with Windstream (NYSE:WIN, news, filings). Despite the expectation by some that another bidder emerge and upset the apple cart, the result was [Read more →]

This article was authored by Michael Carroll, and was originally posted on telecomasia.net.

Ericsson stands to gain more by exiting its Sony Ericsson handset joint venture than Sony, analysts say.
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Let’s take a quick survey of recent news in the colo space: [Read more →]

Earthlink has been busy this year integrating its acquisitions, the largest of which were Deltacom and One Communications, and things seem to be going well.  The company reported its third quarter earnings this morning, with revenues declining less than expected to $357.3M.  Adjusted EBITDA rose slightly sequentially to $90.5M, meaning their adjusted EBITDA margins rose all the way to 25.3%.  Earnings per share of $0.07 were also ahead of analyst projections.  According to CEO Rolla Huff: [Read more →]

Infinera (NASDAQ:INFN, news, filings) announced yesterday that those floods in Thailand will also be hitting close to home, meaning in their wallet. Facilities of one of the company’s suppliers, Fabrinet, saw an escalation of the water’s impact. [Read more →]

Yesterday afternoon, Equinix (NASDAQ:EQIX, news, filings) put forth its Q3 numbers and offered projections for 2012 as well.  Revenues were slightly above the guided range and analyst expectations, as was Adusted EBITDA, however earnings per share fell short of projections as interest expenses were up sharply.  Guidance was raised for the fourth quarter.  Here’s a quick summary of Equinix’s numbers in the context of the past four quarters: [Read more →]

CDN and cloud provider Akamai (NASDAQ:AKAM, news, filings) is up after hours following its Q3 earnings report, something that has been a bit rare lately.  Revenues were a bit above expectations, while earnings were in line.  Both were at the high end of guidance, and the company’s fourth quarter projections were pretty much as expected.  here’s a quick table of the company’s numbers in context: [Read more →]

Ok, this morning along with their earnings report, Sprint’s CEO Dan Hesse also disclosed a tentative, non-binding agreement with Clearwire. The two will work together on Clearwire’s LTE buildout, extending the companies’ relationship beyond the end of 2012 when Sprint said a few weeks ago it would stop selling WiMAX devices and build its own LTE.  The whole thing is a bit fuzzy [Read more →]