Ramblings to Moderate JSA Virtual Roundtable This Friday

January 4th, 2016
 

In case you haven't seen it elsewhere, JSA TV is holding another CEO Virtual Roundtable this Friday morning at 11:30am EST.  Your humble author will be moderating the panel, so don't forget to reserve a free seat for the live broadcast.  [Read more →]

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Poll: Which US Networks Are Most Likely to Be Acquired in 2016?

January 4th, 2016
 

These polls have become something of an annual tradition, and so let's kick off the new year correctly.  Which network owners/operators do you think are the most likely to be acquired in 2016?   [Read more →]

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A Few New Year’s Predictions for 2016

December 31st, 2015
 

Happy New Year to all!  This year seems to have ended without the pre-New-Year surprise M&A or other incident, but I'm sure the news will pick up on Monday.  In the meantime, here are my internet infrastructure predictions for 2016.

 

 

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Looking Back On My 2015 Predictions

December 30th, 2015
 

Tomorrow I'll make some predictions for 2016.  Today I'm going to turn a critical eye on the ones I made for 2015 with the benefit of hindsight.  So what did I predict and how did I do? [Read more →]

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M&A In 2015: Data Center and Cloud Edition

December 29th, 2015
 

Yesterday we looked back at the network M&A transactions of 2015.  Today let's look at the data center world, from colo to the cloud.  There was quite a lot of activity, how much of it do you remember? [Read more →]

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Wishing you all a merry Encryptsmas

December 29th, 2015
 

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

I had the pleasure of being invited to give a presentation at the Thai Netizen Network’s end of year conference recently where I addressed an audience and fellow speakers who were obviously saddened by [Read more →]

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M&A in 2015: Network Edition

December 28th, 2015
 

Consolidation in the sector continued at a pretty good clip this year, although it was still a deceleration overall perhaps from prior years.  Here's a quick review, and let me know if I missed anything.  [Read more →]

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Binging and Throttling

December 24th, 2015
 

I've been avoiding T-Mobile's Binge On offering and the broader the sponsored data dispute for weeks now, but it's time to weigh in.   [Read more →]

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Wednesday Roundup: ShoreTel, Zayo, Colt

December 23rd, 2015
 

As we ease into Christmas at the end of this week, here's some quick catchup on some other news that's worth a look:  [Read more →]

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RCN, Cross River Align For Expansion

December 23rd, 2015
 

Yesterday in the New York City metro area, two metro fiber operators teamed up to expand their reach. RCN Business and Cross River Fiber will be leveraging each other's assets to stretch across the Hudson River.  [Read more →]

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DISA Taps 8 Companies for $4.3B Telecommunications Contract

December 22nd, 2015
 

Yesterday, the Department of Defense awarded contracts worth up to $4.3B to a group of telecommunications carriers and systems integrators. Artel, AT&T, BT, CenturyLink, GTT, CapRock, Level 3, and Verizon Business stand to pick up some significant federal business. [Read more →]

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On Juniper’s Back Door

December 22nd, 2015
 

Last week, Juniper revealed that it had found 'unauthorized code' in its ScreenOS firewall software, and while they issued a patch very quickly the repercussions for the industry as a whole are just getting started. This wasn't a bug, it was rogue code designed and covertly inserted to do what it did, which was to allow anyone to tap in to communications, encrypted or not.  And it has been in place for 2-3 years. [Read more →]

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Lightower Invests In Some Baltimore Metro Fiber

December 21st, 2015
 

Lightower often has something interesting to announce in the last week or two of the year, whether organic or inorganic.  Today they revealed a new expansion plan in the city of Baltimore through the acquisition of network assets from HarborLight Networks. [Read more →]

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Relative Proxy Cash Flows For Competitive Operators

December 21st, 2015
 

As this should be a pretty slow news week, let's take another look at what the updated data in Telecom Ramblings' recently updated competitive telecom trends section can tell us.  There's one plot there that I've always had but never really figured out what to do with -- let's give it another shot. [Read more →]

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Are humans the next machines?

December 21st, 2015
 

This article was authored by Jouko Ahvenainen, and was originally posted on telecomasia.net.

More and more services are transitioning to the internet and self-service. Data analytics and artificial intelligence help people in their daily activities. Now we see some services where people can get internet services that include human service components. [Read more →]

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Fiber M&A: Pinpoint Sells Fiber Network to Great Plains Communications

December 18th, 2015
 

The middle of the country saw a bit of fiber consolidation today. Great Plains Communications has entered into an agreement to buy Pinpoint Network Services and Pinpoint Broadband from Pinpoint Holdings. The deal will further boost Great Plains Communications' expansion within the region. [Read more →]

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Friday Roundup: WOW!, Independents, Frontier, Hancock

December 18th, 2015
 

I expect lots will be off for much of the next two weeks.  I'll be here for all but the actual holidays though, should you want a quick catch-up.  Here's some Ethernet, some fiber expansion, and some VoIP from the metro and regional side of networks for this Friday morning: [Read more →]

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Thursday Bytes: Lightower, Lightpath, Infinera, CoreSite

December 17th, 2015
 

For this rainy Thursday (on the east coast of the US), here are two metro/regional fiber updates on the eastern seaboard, a 100G metro deployment across the Atlantic, and a bit of colo/peering in sunny southern California: [Read more →]

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2015 Capex Trends for Competitive Network Operators

December 17th, 2015
 

On Monday we looked at EBITDA margin trends via the recently updated competitive telecom trends graphs.  Today let's look at capital expenditures for network operators of all types to see whose spending on new projects is up and whose is down.  In the following plot of trailing-12-month capex you can see that overall, spending is definitely up. [Read more →]

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Wednesday Bytes: Ciena, Alianza, GENBAND, Huawei

December 16th, 2015
 

Some SDN, cloud communications, and submarine cables for your Wednesday perusal: [Read more →]

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The Future of Telecom and Digital Services: Predictions for 2016

December 16th, 2015
 

This Industry Viewpoint was contributed by Ken Kennedy, CTO at CSG International

Today, telecom companies are undergoing a transformation in order to adapt their business models in a way that better engages the modern digital consumer. In 2015 we saw a great deal of shake-up in the [Read more →]

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Tuesday Roundup: Fastly, Faction, CyrusOne, TelePacific, Southern Light

December 15th, 2015
 

Here's a quick roundup of some news spanning the internet infrastructure space: [Read more →]

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Swisscom trials small cells in cable manholes

December 15th, 2015
 

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

Ericsson and LTE antenna provider Kathrein have developed a technology for Swisscom involving installing small cell antennas in manhole covers linked to existing landline infrastructure. [Read more →]

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