Telecom Ramblings

For this Tuesday's scanning, a submarine cable, some R&E, a little cloud, and a security warning. [Read more →]

The new independent submarine cable between North and South America known as Seabras-1 seems to finally have all its financial ducks in a row.  Yesterday, Seaborn Networks announced the project has now been fully funded, and this morning in a clearly related announcement we learned that TI Sparkle has signed on in a big way. [Read more →]

Last week we opened the year looking at which US network assets are most likely to get bought.  This week let's take the other side of the question.  Who are the most likely buyers of US network assets this year? [Read more →]

This article was authored by John C. Tanner, and was originally posted on telecomasia.net.

One of the biggest announcements at this year’s CES – apart from all the virtual reality gubbins – was Netflix’s launch of a new global player that effectively makes the service available in every country on Earth except China, North Korea, Syria, and [Read more →]

Yesterday there was a bit of interesting fiber M&A from north of the border.  The Canadian MSO Videotron has announced the acquisition of Fibrenoire. [Read more →]

Before you head off for the weekend, here are two data center items, one cloud connectivity item, and a new subsea cable projet to look at: [Read more →]

The Midwest is getting another internet exchange point in a few days, with more to come. The startup Midwest-IX is throwing its launch party on January 19th out in Indianapolis. We've seen the European IXs getting started in major US markets the last few years, but this effort is entirely homegrown. [Read more →]

This Industry Viewpoint was contributed by David W Wang

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Communications Sales & Leasing has finally made its first move since being spun off from Windstream as the industry's first network REIT.  And it's not a triple net lease of some ILEC assets either, but rather the acquisition of a network builder and operator.  CS&L is buying PEG Bandwidth. [Read more →]

Here are a few international items from yesterday and today that are worth noting: [Read more →]

It's a week for the sale of data centers, or so it seems.  DuPont Fabros yesterday revealed plans to sell its giant facility in Piscataway, New Jersey. [Read more →]

Reports this morning say that Verizon has done what they've been rumored to be considering for much of 2015.  They've apparently started a process to sell the company's data center assets. With Citigroup advising, they hope to monetize some 48 facilities with a target of more than [Read more →]

In the news today that's worth a look, some M&A activity in Europe, in UC, and at the FCC, plus with a contract win. [Read more →]

In December I updated Ramblings' Competitive Telecom Trends data and charts, and we looked at where EBITDA margins, capex, and proxy cash flow have been going for competitive network operators across the sector.  Today let's finish up with a quick look at valuation as represented by the ration of Enterprise Value to EBITDA.  Here is the graph, looking back a number of years and ending with a current estimate. [Read more →]

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 →]

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 →]

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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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 →]

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 →]

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 →]

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 →]

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 →]

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 →]