Telecom Ramblings

Three bits of international news and one interplanetary: [Read more →]

Over the break three different M&A processes in the infrastructure space around the world steamed forward: [Read more →]

We started the week with the question of consolidation targets in the US, and now it’s time for the other side of the coin.  What network operators are most likely to be consolidators of US network assets in 2025?  We’ll take it as a given that ‘infrastructure funds’ would top the more general list of likely buyers, of course, but let’s focus on the existing network operators looking to expand inorganically in the US.  Last year the perennial favorite Zayo topped the list with Lightpath and T-Mobile tied for second. [Read more →]

Happy New Year to all!  While network operators were mostly focused on the organic path last year, there were a few significant deals.    Verizon is buying Frontier, Lightpath bought UFD, and of course Uniti and Windstream are merging.  And that last one was not a big surprise, as Windstream topped last years poll with Uniti in 4th. What is on tap for 2025 among US network operators?  Who you think are the likeliest candidates to be sold (in part or in whole)?  (Not including already pending transactions). [Read more →]

As years go, 2024 was a bit surreal on lots of fronts, but not here. In telecom and internet infrastructure it was pretty smooth. Growth has been largely organic, layoffs haven’t been a thing, investments have been sane and plentiful, and technology has continued to advance. This smoothness makes the job of a prognosticator more difficult, but there’s always next year!  So what does 2025 hold for us? Hmmm, let’s make some guesses, topic by topic: [Read more →]

This Industry Viewpoint was authored by Tom Loberto, Senior Vice President of Technology, Media and Telecom at HGS.

Telecommunications (telecom) companies are often challenged with high customer churn, due to factors such as a highly competitive market landscape and an overwhelming amount of call center inquiries, which can lead to poor customer service and departing customers. As a result, elevated customer churn rates can cause lost revenue and increased customer acquisition costs, as acquiring new customers typically costs more than [Read more →]

Four items of regional interest to catch up with on the eve of Christmas. [Read more →]

This Industry Viewpoint was authored by Nicholas Rossman, Mobile Ecosystem Forum (MEF)

Trust in the mobile sector could be a lot better. The Mobile Ecosystem Forum’s (MEF’s) 2024 Consumer Trust Study reveals the Global Trust Index, at 55%, to be down one percentage point in like-for-like markets. While this might seem moderate, it underscores a concerning reality: for nearly half of mobile users worldwide, trust in data sharing is fragile. [Read more →]

This Industry Viewpoint was authored by Steve Douglas, Head of Market Strategy, Spirent Communications

The start of a new year is a perfect time to take stock of the telecommunications industry and cast our eyes forward to what’s coming next. Of course, when you work closely with the companies preparing to actually deliver new innovations to users, you don’t need a crystal ball to see what’s coming. You can just observe how they spend their time and resources.  [Read more →]

All the benefits of next generation technologies that are becoming available from the cloud won’t benefit anyone unless they are integrated into operations successfully.  From automation to AI, there are always resistance to change and fear of the unknown to overcome.  How does a large organization make the transition successfully? And what happens if they don’t?  With us today to talk about it is Farès Sakka, Director of Smart Industries, Americas for Orange Business. [Read more →]

One equipment trial and three data center development project items to catch up with: [Read more →]

Four items of international network news: [Read more →]

With the rise of AI as a driving force throughout the data center infrastructure sector, we are starting to see effects beyond just space and power.  The ecosystem is evolving, and new, unique opportunities are arising.  With us today to talk about the changes is Sean Maskell, President and General Manager for Cologix Canada.  Cologix Canada operates facilities across the markets of Montreal, Toronto, and Vancouver. [Read more →]

Three data center expansion items of note to catch up with. [Read more →]

Four bits of last mile news, three from the Midwestern US and one across the pond: [Read more →]

This Industry Viewpoint was authored by Dr. Nathan Smith, Director of Economics and Policy for Connected Nation

On November 18, 2024, Louisiana’s Office of Broadband Development and Connectivity (also known as ConnectLA) posted its BEAD Final Proposal for public comment, which was an historic achievement.

Not only did Louisiana finish months ahead [Read more →]

There was an interesting bit of end-of-year consolidation in the managed services space yesterday. Comcast Business has signed an agreement to acquire Nitel from the private equity firm Cinven. [Read more →]

A new data center campus, some hyperscale testing, and some interconnection: [Read more →]

Alianza has made an inorganic move to expand its range of communications software capabilities. The cloud communications platform company has signed a definitive agreement to acquire Metaswitch from Microsoft. [Read more →]

Four bits of interesting infrastructure news from across the Atlantic: [Read more →]

A few items, three domestic and one international: [Read more →]

This Industry Viewpoint was authored by Daria Batrakova, Director Business Line Telecom Solutions at FNT Software

In today’s dynamic telecommunications landscape, operators face increasing demands for better connectivity, faster service delivery, and higher network reliability. Managing telecom infrastructure effectively is critical to meeting these requirements while also ensuring scalability for future growth. Let’s explore [Read more →]

Four strategic partnerships and collaborations from four corners of the globe to keep up with: [Read more →]