Int’l Roundup: Cinia, Infinera, CenturyLink, Akamai

January 12th, 2016
 

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

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Seabras-1 Ready to Roll as Seaborn Completes Funding, Sparkle Signs On

January 12th, 2016
 

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 →]

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Which Are the Most Likely Consolidators of US Networks in 2016? (Choose up to 3)

January 11th, 2016
 

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 →]

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Netflix 2016: think global, worry about local later

January 11th, 2016
 

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 →]

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Fiber M&A: Videotron Buys Fibrenoire

January 8th, 2016
 

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 →]

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Friday Bytes: Faction, Zayo, Vantage, Liquid

January 8th, 2016
 

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 →]

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Midwest-IX Plans Indianapolis Liftoff

January 8th, 2016
 

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 →]

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What will Large Enterprises Buy for IT & Telecom in 2016?

January 7th, 2016
 

This Industry Viewpoint was contributed by David W Wang

As the new year unfolds, the focus of IT, datacom and telecom seems to be mostly on the wireless and consumer side. After all, the incoming 5G wireless network, OTT applications, and social media are driving the growth and trends. The once hot enterprise market, on the other hand, now seems to be sidelined.

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CS&L Strikes At Last, Buys PEG Bandwidth

January 7th, 2016
 

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 →]

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Int’l Bytes: Netflix, Cisco, Hurricane Electric

January 7th, 2016
 

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

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DuPont Fabros Plans NJ Exit

January 6th, 2016
 

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 →]

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Verizon Puts Its Colo On the Table

January 6th, 2016
 

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 →]

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Tuesday Roundup: Orange, GTT, Audiocodes, Charter

January 5th, 2016
 

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 →]

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Valuation Trends for Network Operators in 2015

January 5th, 2016
 

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 →]

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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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