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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EBITDA Margin Trends in 2015 for Competitive Network Operators

December 14th, 2015
 

After a year of letting them languish a bit, I have now updated Telecom Ramblings' competitive trends graphs with current data. Today I'm going to look at what trends we might pull out of the EBITDA margins from competitive network operators across the spectrum: [Read more →]

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Fiber M&A: CityFibre Acquires KCOM’s Network

December 14th, 2015
 

The UK saw some further network consolidation this morning that is worth noting.  CityFibre has announced an agreement to acquire the national network footprint of KCOM, although not including the latter's core Hull and East Yorkshire network assets. [Read more →]

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Ramblings Jobs: ViaWest

December 13th, 2015
 

We have two new job listings to look at over on the Ramblings' Jobs Board this December weekend, with seven active in all now. [Read more →]

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Friday Roundup: Vonage, NTT, Cosentry

December 11th, 2015
 

14 shopping days until Christmas, but let's stick with telecom and internet infrastructure anyway: [Read more →]

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The MEF LSO Hackathon: Building Community, Swatting Bugs, Writing Code

December 11th, 2015
 

This Industry Viewpoint was authored by Alan Zeichick, Principal Analyst, Camden Associates

A Hackathon – like the debut LSO Hackathon held in November 2015 at the MEF’s GEN15 conference – is where magic happens, where theory turns into practice, and the state of the art advances. Dozens of techies sitting in a room, hunched over laptops, scribbling on [Read more →]

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Metro Bytes: Level 3, FirstLight, Windstream, UPN, Ekinops

December 10th, 2015
 

Here's some quick catch-up from out in the metro: [Read more →]

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Ciena Beats Estimates, But Sees Pullback Ahead

December 10th, 2015
 

Ciena posted a strong fiscal fourth quarter this morning.  Revenues of $692M and non-GAAP earnings per share of $0.42 were both solidly ahead of expectations.  However, guidance for the usually seasonally light fiscal Q1 was significantly lighter than expected, which will likely cast a shadow on the market response.  Here are their numbers in some context: [Read more →]

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2016: Think of Cloud Industry Consolidation like Utility Service

December 10th, 2015
 

This Industry Viewpoint was contributed by David W Wang

As the cloud computing services in the US are wrapping up for 2015, a new landscape is emerging more clearly in front of us: the industry is evolving into three major segments: the cloud service providers (CSPs), the data center operators (DCOs), and network connectivity providers (NCPs). Please note [Read more →]

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AT&T Taps Digital Realty For More Colo, Cloud Reach

December 9th, 2015
 

AT&T and Digital Realty Trust said today that they are expanding their alliance. AT&T will soon be able to incorporate Digital Realty's global colo capacity into its solutions directly, greatly extending the geographical reach of its NetBond cloud connectivity ecosystem. [Read more →]

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