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Mitch Wagner Alphabet Splashes $7.7B on Capex Spree
Mitch Wagner  
4/24/2018  
Google's parent company, Alphabet, smashed its piggy-bank to spend $7.7 billion on capital investments in the first quarter of 2018, up from $2.4 billion year-over-year. Much of that investment is going to Google data centers, and the parent company is also investing in R&D and engineering personnel, sales and marketing and more to drive future growth.
Kelsey Kusterer Ziser How Will SPs Adapt to SD-WAN 3.0?
Kelsey Kusterer Ziser  
4/24/2018   1 Comment
SD-WAN emerged as a way for enterprise and SMB customers to cut network costs. But the real benefits of SD-WAN are "network flexibility or redundancy, dynamic routing capability and improved application performance," explains Mike Sapien, chief analyst of Enterprise Services for Ovum.
Alan Breznick Verizon Targets OTT Video at 5G Markets
Alan Breznick  
4/24/2018  
Despite speculation to the contrary, don't expect to see Verizon launch a new full-fledged OTT video service until it starts rolling out residential 5G in a few select markets later this year.
Mitch Wagner Google Plugs in New Cloud Connectivity
Mitch Wagner  
4/24/2018  
Google is launching a new option for enterprises looking to connect to its cloud, but who don't require the full 10 Gbit/s of a dedicated circuit, the company said Tuesday.
Carol Wilson Incompas Sues to Reinstate Net Neutrality
Carol Wilson  
4/24/2018  
Incompas, the industry association best known for representing competitive carriers, has filed suit in the U.S. Federal Court of Appeals challenging the FCC's rollback of net neutrality rules.
Dan Jones Verizon Preps Fixed 5G but Mobile Gigabit-Speed Downloads May Not Arrive Until 2019
Dan Jones  
4/24/2018  
Verizon said Tuesday morning that it has started deploying commercial nodes to support the launch of its fixed broadband 5G network in three or more US markets, in the back half of 2018.
Carol Wilson Verizon Biz Bucks Continue to Slide
Carol Wilson  
4/24/2018  
The business of serving businesses continues to be the most dismal part of Verizon's quarterly earnings report. Despite today's upbeat news that Verizon beat analysts' estimates by earning $1.17 a share, six cents higher than expectations, the earnings for its Enterprise Solutions business were off 3.1% and its Partner Solutions wholesale business was also down slightly. (See Verizon Q1 Revenue Up 6.6% at $31.8B.)
Iain Morris Telenor's Cost-Cutting Focus Rattles Investors
Iain Morris  
4/24/2018   1 Comment
Telenor's first-quarter numbers should have been a treat for any investor. Up 20% year-on-year, to 4.99 billion Norwegian kroner ($630 million), first-quarter net profit easily beat analyst expectations of NOK3.53 billion ($450 million). Dividend payments to shareholders could total NOK18.6 billion ($2.35 billion) this year, up from just NOK11.3 billion ($1.43 billion) in 2016. "It's a record year in terms of distribution to shareholders," CEO Sigve Brekke told analysts this morning.
Roz Roseboro Telco Journey to Cloud-Native: We Want What They've Got
Roz Roseboro  
4/24/2018   2 comments
There's little argument that the ultimate architecture for telecom operators to deliver virtual network functions (VNFs) will be the cloud. But the road to Valhalla is littered with monolithic software, manual processes and purpose-built hardware.
Paul Rainford Eurobites: Investment Group Makes 538M Bid for CityFibre
Paul Rainford  
4/24/2018  
Also in today's EMEA regional roundup: Proximus strikes wholesale FTTB deal; Orange turns to Cisco for PoPs project; Ericsson's IoT findings.
Glenn Lurie Cloud Is a Strategic Imperative for Telcos
Glenn Lurie  
4/24/2018  
Operators are making the transition into full digital service providers. Their networks are getting faster, and they're connecting and supporting an increasing number of devices, as the Internet of Things (IoT) becomes a reality and a revenue driver. But for operators to properly benefit from these developments, they must include secure, agnostic personal cloud services in their strategic planning.
Dan Jones GSMA Puts eSIM Spec Dev on Hold as Feds Investigate AT&T, Verizon
Dan Jones  
4/23/2018  
AT&T, Verizon and the GSMA are under investigation by the DoJ, under suspicion of making it harder for subscribers to seamlessly move between carriers, by locking new eSIM user identity technology to their networks.
Mitch Wagner Google Assesses Its Strengths in Its $1B Per Quarter Cloud Business
Mitch Wagner  
4/23/2018  
Google Cloud Platform is carving out a niche among enterprise customers, finding strength in areas such as open source support and machine learning as it goes up against much bigger competitors, Google CEO Sundar Pichai said on a quarterly earnings call Monday.
Carol Wilson OpenStack Promises More Focused Edge Work
Carol Wilson  
4/23/2018  
Telecom network operators have a love-hate relationship with OpenStack. On the one hand, it is ubiquitously deployed as an open-source cloud platform, and the default choice for network functions virtualization infrastructure (NFV-I). Some operators have moved forward aggressively, even bragging about the breadth of their OpenStack deployments. Others have been as open in complaining about what they saw as the open source software's challenges around scalability, security, and backward compatibility. (See OpenStack Underpins Comcast Elastic Cloud, AT&T Rallies Carriers Around OpenStack, and BT Says OpenStack Still Not Up to Spec.)
Iain Morris Telco Fat Cats: Still Worth It?
Iain Morris  
4/23/2018   1 Comment
Sometimes it's hard to be Gavin, Tammy Wynette might have sung if only it had scanned. He may have the chiseled, Hollywood looks of a young Michael Landon (see below), but BT boss Gavin Patterson saw his annual compensation plummet by three quarters in the last fiscal year, after a dodgy Italian job left a chunk of the operator's business teetering like Michael Caine's bus on the edge of a cliff. (See Dodgy Italian Job Savages BT Earnings, Share Price Tanks and BT's Patterson Feels Italian Heat.)
Dan Jones AT&T Rolls Out Faux 5G in 100+ US Markets
Dan Jones  
4/23/2018  
AT&T said that it has rolled out 4G LTE-Advanced updates in more than 100 US markets -- upgrades that it is marketing as "5G Evolution" -- but subscribers will need the latest devices to take advantage of network speeds and capacity.
Mari Silbey How Do You Future-Proof the Last Mile?
Mari Silbey  
4/23/2018  
In an environment that's changing as fast as the broadband access network, it's difficult for operators to build out upgrades today with any guarantee they'll still meet customer needs tomorrow. High-demand applications like virtual reality and autonomous cars are still in their infancy, making it difficult to estimate their impact. And actual networking technologies -- from virtualization to distributed access architectures to new fixed wireless implementations -- are still in flux.
James Crawshaw The Roadmap to Reaching Zero-Touch Automation
James Crawshaw  
4/23/2018  
Zero-touch provisioning and deployment are long-standing terms used to describe automation of IT and data center infrastructure. The term Zero Touch Automation is now being used in telecom circles to extend this concept of automation beyond the initial deployment to cover the entire lifecycle of network technology including configuration changes, port changes, security, maintenance, testing, performance monitoring and, ultimately, decommissioning.
Francesco Venturini How to Unify Humans & Machines
Francesco Venturini  
4/23/2018  
Almost all communications service providers (CSPs) have made some progress on their transformational journey to becoming digital CSPs that can prosper in the future. They know they must reclaim the market share snatched by the digital natives in recent years. But to do that, it is essential that CSPs become businesses that provide an integrated, engaging omni-channel experience for customers. And that task requires intelligent automation and advanced data analytics.
Paul Rainford Eurobites: London Fiber Challenger Secures 25M for Expansion
Paul Rainford  
4/23/2018  
Also in today's EMEA regional roundup: Vodafone/Liberty chatter ratchets up a notch; Tele2's Q1 earnings rise 7%; Sky sells stake in gaming business; "Fitbit for cars" company wins funding.
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