Telecom Ramblings

This Industry Viewpoint was authored by Dario Betti, Mobile Ecosystem Forum

Apple has quietly but decisively made two major announcements at its June 2025 Worldwide Developers Conference (WWDC) that could reshape the role of identity in mobile services—including for operators, wholesalers, and enterprise service providers. These moves, while consumer-facing on the surface, will likely have wide-reaching implications for how [Read more →]

Two regional last mile projects and two data center infrastructure investments from southeast Asia: [Read more →]

Four bits of FTTx news from along the east coast of the US. [Read more →]

Interesting deals from around the globe: [Read more →]

Three items of regional interest from around the US: [Read more →]

This Industry Viewpoint was authored by Sarada Akshinthala, Associate Vice President – Telecom, Techwave

In boardrooms and strategy decks we often hear about spectrum, 5G and data centres. But if you are in the trenches of telecom, particularly on the wholesale or enterprise side, you know the real game is not just about speed or capacity. It is about how well we engineer the physical layer of telecom infrastructure. And more importantly, how seamlessly we can execute it. [Read more →]

One subsea cable, two data center financings/expansions, and a couple of technology partnerships: [Read more →]

A bit of FTTx M&A plus three expansion projects, two domestic and one international: [Read more →]

Three interesting bits of news from Europe and one from down under. [Read more →]

With the rise of AI infrastructure over the last couple years, all parts of the data center industry have shifted in that direction.  That means lots of very high density colocation and a whole lot of power to keep it running.  However, the vast majority of the focus has been at the hyperscale level, with the enterprise opportunity getting second shrift.  But what we once called the edge is still out there, and AI is coming there too.  One company looking to fill the gap is DartPoints, whose current footprint spans 11 markets in the Midwest, the Carolinas, and Louisiana.  With us today for a return visit is DartPoints CEO Scott Willis, whom we spoke to in December of 2020. [Read more →]

This Industry Viewpoint was authored by: Steve MacDiarmid, Executive Managing Director at FNT Software

As the digital divide continues to shrink, thanks to sweeping federal investment, broadband providers are racing to deploy fiber infrastructure at unprecedented scales. Leading the charge is the Broadband Equity, Access, and Deployment (BEAD) Program—an initiative funded by the Infrastructure Investment and Jobs Act (IIJA) that allocates over $42 billion to expand high-speed internet access across the United States. While the majority of [Read more →]

A range of metro and last mile items from around the US to catch up with: [Read more →]

Three bits of subsea related network news, plus one on land: [Read more →]

Two bits of HPC data center news, and one FTTH project completion: [Read more →]

Four interesting items from around the world to start June with: [Read more →]

A data center project, an FTTH expansion, and a subsea speed trial: [Read more →]

Four bits of fiber and vendor news from the US, the UK, and Germany: [Read more →]

A significant fiber deal landed this morning out in the Midwest. Everstream has announced that it has reached an agreement to sell substantially all of its operations to Bluebird Fiber. The deal would combine two of the largest regional independent fiber builder/operators. [Read more →]

Zain Omantel is making a terrestrial longhaul fiber move to connect the Middle East to Europe. Today they announced a strategic agreement with Horizon Scope Telecom and the Iraqi Telecommunications and Information Company go connect the heart of the Middle East with Europe without passing through the Red Sea or the Mediterranean. [Read more →]

One data center launch and two items from the orbital front after the long weekend here in the US: [Read more →]

This Industry Viewpoint was authored by Greg Davis, CEO at Bigleaf Networks

Four decades of guiding organizations toward growth, and I’ve learned there is nothing more crippling or more preventable than network downtime. [Read more →]

There was also a more regional M&A in the fiber infrastructure world yesterday. Wyyerd has announced transactions to purchase a substantial amount of fiber across multiple Arizona markets from Ting Fiber and Conterra Networks. [Read more →]

A substantial M&A landed yesterday with a pile of FTTH customers changing hands. AT&T announced a deal to acquire Lumen’s Mass Markets fiber connectivity business for $5.75B in cash. [Read more →]