Telecom Ramblings

Cloud Communications has come a long way from the early VoIP days of the late 2000s.  It had already matured technologically prior to the pandemic, and stepped pretty easily into the spotlight a year and a half ago.  There has been plenty of consolidation in the sector, but there is plenty more to go and lots of dynamic players involved.  With us today to talk about today’s cloud communications marketplace is Q Advisors Managing Director Andrew Gaffney.  Andrew has been with Q Advisors for 15 years, advising and aiding the companies and technologies in this sector on their path to growth and on the transactions they pursue along the way. [Read more →]

Ziply’s expansion projects up in the Pacific Northwest aren’t limited to FTTH markets, apparently. Yesterday the operator unveiled a new metro ring in Oregon and added redundant dark fiber up to Seattle as well, continuing the expansion of its regional infrastructure. [Read more →]

This Industry Viewpoint was authored by Kiki Dikman, CEO of Choice! Energy Management

In 2020, the US managed telecom infrastructure market was estimated to be $80 Billion. With this amount of spend, coordination and integration among company systems is expected. But they usually aren’t. And this makes it impossible for companies to measure the overall costs, value and usage and truly understand what is working and what needs to be improved. In order to protect these investments, as well as build [Read more →]

Four expansion projects in four very different geographies and infrastructure sectors: [Read more →]

Fresh off its inorganic expansion to the northeast into Boston, Lightpath is taking aim in the opposite direction as well. This week the NYC metro area based fiber provider revealed an organic entrance into the Princeton, New Jersey area. [Read more →]

Three expansions and an upgrade across multiple US markets to catch up with: [Read more →]

Five regional expansion projects in five markets across the US worth noting from the start of this week alone: [Read more →]

Underneath just about any next generation infrastructure technology there is a database somewhere.  But with the rise of 5G, IoT, edge computing, and real time decision making, it’s not the giant centralized databases that are necessarily right for the job.  With its integrated data platform, VoltDB has taken a new approach to enabling scalable, low latency, real time decision making for service providers looking to develop services in this new world.  With us today to talk about VoltDB’s technology and why 5G could be a huge opportunity is CEO David Flower. [Read more →]

To finish off the week here is a collection of metro and regional infrastructure news: [Read more →]

This Industry Viewpoint was authored by Amir Kotler, CEO of Veego

It’s a misnomer that dinosaurs did not adapt and as such did not evolve to be more intelligent. They did! Well not all dinosaurs. [Read more →]

That’s what the WSJ said yesterday. Supposedly the talks for such a deal started back in June, but that the parties have been unable to agree on a price tag — which you may have notice is usually a point of contention when making deals. But does this move make really make sense? [Read more →]

This week has had a bumper crop of interesting items from the international communications marketplace.  Here is another set of quick takes: [Read more →]

Four bits of news from the US marketplace: [Read more →]

Four interesting bits of network news from across the pond: [Read more →]

The ongoing migration of enterprise IT to the cloud is driving a great deal of investment these days, and by most measures it’s just getting started.  Many types of service providers are looking to ride that wave.  One such business is San Diego-based NFINIT, which has been expanding both its range of services and its geographical reach over the last several years.  With us today to talk about NFINIT’s approach to the enterprise marketplace is CEO Phil Kenney.  Phil just joined NFINIT in January of this year. [Read more →]

This week has been rich in infrastructure news that I didn’t get to, so let’s catch up a bit: [Read more →]

This Industry Viewpoint was authored by Eric Dowek, Segment Marketing Director at AccelerComm

The Open RAN movement has generated considerable interest from across the 5G market, promising to bring significant benefits to the mobile operator and vendor ecosystems. The opportunity is significant, with analysts such as Omdia predicting Open RAN will be [Read more →]

A project we heard about earlier this year in our Industry Spotlight article with Tilson’s Josh Broder has come further into the sunlight. Last year, the PTC awarded a 25-year contract to Plenary Broadband Infrastructure to develop network infrastructure along the transportation artery. Construction on that project is now underway, with Tilson’s asset-owning affiliate Tilson Infrastructure taking on the task of operating and commercializing the asset. [Read more →]

Vantage Data Centers has plans for an expansion into some new territory. The hyperscale data center provider says it has begun construction on a new campus in Johannesburg, South Africa.  It’s not a minor buildout either. The company has a total investment of $1B in mind. [Read more →]

Regional network operators still remain largely below the radar in many areas, but they are getting more and more attention from investors. Part of that is because of their potential for the FTTH build outs that the financial community is finding increasingly interesting. One such operator is Horizon, which has been putting substantial effort behind FTTH buildouts adjacent to its regional footprint in and around Ohio. With us today is the company’s CEO, Jim Capuano, who joined the company last summer, to talk about just what the company is up to and why. [Read more →]

Five bits of infrastructure news covering five very different international markets – three expansions, an upgrade, and an M&A: [Read more →]

Bulk Infrastructure has announced a new transatlantic cable project in the North Atlantic.  They have tapped WFN Strategies to commence a feasibility study for the new cable system.  And by north, they do mean north. [Read more →]

The seabed of the Atlantic Ocean looks like it will have another big cable system installed sometime in the next few years.  NEC says it has been contracted by Facebook to build the new cable system between the US and Europe, although the details of where this cable will actually land on either end was not mentioned. [Read more →]