Aug 15, 2023

Target Acquired: e& Sets Its Sights on Europe

United Arab Emirates (UAE) telco e&—formerly known as Etisalat Group—is slowly but surely building a presence in Europe.

Aug 10, 2023

AI and Supply Chains and Edge, Oh My!

ICYMI, last week we kicked off our Know Before You Go broadcast series with a behind-the-scenes look at Datacloud USA 2023.

TeleGeography Principal Analyst Erik Kreifeldt joined the live stream to prepare attendees for the conversations they can expect at the conference.

Aug 8, 2023

How the Cost of Network Ownership Can Change Over Time, Part 2

In case you missed it, we’re looking back at some previous hypothetical network scenarios to see how the cost of network ownership can change over time.

In last week’s blog, Senior Research Manager Brianna Boudreau explored our first tiered scenario, which takes a conservative approach to integrating internet services and SD-WAN into the WAN.

If you haven’t read it yet, I encourage you to start there. Brianna’s post also provides important context about our hypothetical network and baseline dual MPLS network.

For Part 2 of this analysis, I'll map out a second, less conservative tiered approach, then switch gears to our Remote Hybrid Network.

Let’s dive in.

Aug 3, 2023

How the Cost of Network Ownership Can Change Over Time

Enterprise customers have embraced hybrid networks that employ multiple underlay technologies combined with an SD-WAN overlay. And for good reason.

Many SaaS applications and cloud services have been optimized to work over local internet connections rather than through central internet breakouts. The integration of an SD-WAN overlay addresses many of the concerns about network performance and security that come along with incorporating internet into the WAN.

And as we detailed in our recent blog series, the DIA and broadband services included in these hybrid networks are often cheaper than MPLS–sometimes considerably so. This allows WAN managers to reduce network spend or increase their capacity while staying within the same budget.

But even after enterprise customers have undergone a network transformation, it is still imperative for them to keep tabs on the market and assess what their network should cost. Particularly if their network contract includes a benchmarking clause.

With the latest update of our enterprise port pricing, we looked back at some previous hypothetical network scenarios to see how the cost of network ownership can change over time.

Aug 1, 2023

Know Before You Go: New Broadcast Series Kicks off This Thursday

Love attending conferences but hate not knowing what to expect?

Enter Know Before You Go, an all-new broadcast series—powered by JSA and TeleGeography—that prepares viewers for the conversations, topics, and trends discussed at the top digital infrastructure industry conferences around the world.

With conference season right around the corner, we’re kicking things off this Thursday. Our first broadcast will be all about Datacloud USA 2023, and you're invited.

Jul 27, 2023

Choose Your Fighter: Payphone vs. Link5G Kiosk

Last year, New York City removed its last public payphone. This action marked the end of an era, but a new one has already unfolded.

Our July list of recommended reads touches on the latest iteration of LinkNYC, submarine cables, a fresh TeleGeography presentation, and … butter.

Jul 26, 2023

Deal or No Deal? Meet the Regional ISPs Driving M&A in Brazil

Earlier this month, Brazilian regional ISPs Vero Internet and AmericaNet agreed to merge their respective operations.

Vero currently ranks as the seventh-largest ISP in Brazil; AmericaNet is eleventh. The enlarged entity will jump to fifth place in the fixed broadband market.

The deal seems highly likely to spark further consolidation. Regional fiber-to-the-home (FTTH) players have flourished in recent years, with a number of fast-growing ISPs snapping up operations in and around their regional strongholds.

As of May 2023 (most recent official data), 16 Brazilian ISPs served more than 250,000 subscriptions, suggesting the time is right for a sustained period of M&A activity.

Let’s take a look at the companies that have been driving M&A in Brazil in recent years.

Jul 20, 2023

Content Providers Are Still Hungry for Bandwidth

Earlier this week, I joined Ciena and Telstra for a live webinar highlighting Asia-Pacific market drivers, trends, and new cable builds.

During my session, which focused on Trans-Pacific submarine cable trends, content providers came up quite a bit.

These companies prioritize the need to link their data centers and major interconnection points. As such, they often deploy massive amounts of capacity on core routes.

The Trans-Pacific and Intra-Asia routes are two great examples.

Jul 19, 2023

The Hottest CommsUpdate Stories of 2023 (So Far)

CommsUpdate—our free daily summary of major telecom news around the world—has been jam-packed with red-hot headlines this year.

Now that we're more than halfway through 2023, let's look back at our most popular stories of the year. From Starlink expansion to a legal battle in South Sudan, these five stories have garnered the most attention since January.

Jul 13, 2023

How Telefonica Embraced Strategic Alliances To Boost Fiber Coverage in Latin America

Earlier this month, international telecom group Telefonica entered into its fourth Latin American fiber-to-the-home (FTTH) joint venture (JV).

The deal was sealed in Peru after Telefonica agreed to terms with investment firm KKR and Peruvian telco Entel.

This new fiber-based JV follows earlier agreements in Brazil, Chile, and Colombia. Let’s take a closer look at Telefonica’s strategy and examine the scope of the networks in question.