We get lots of questions about submarine cables.
Where are they? Who owns them? What happens when they break?
Today I wanted to tackle a few topics that come from investors who are eyeing the submarine cable market. We get plenty of questions about demand growth, the state of the market, and capacity price trends. To that I say: here are three things any investor should know about the submarine cable market.
Global bandwidth demand continues to grow, spurring terrestrial and submarine cable network operators to undertake extensive network upgrades and deployments.
You might have heard about a recent cable cut near Mauritania.
The short version? On March 30, damage to the ACE cable disrupted internet service to connected countries, with reported problems occurring over the next several days. The Dyn blog reported that “of the countries listed as having landing points for the ACE Submarine Cable, 10 had significant disruptions evident in Oracle’s Internet Intelligence data.”
TeleGeography’s Cloud and WAN Infrastructure details the international wide area network (WAN) services, cloud connectivity offerings, and cloud geographies of 170 WAN service providers.
Since the 2018 update is now available to our subscribers, we thought it would be a good time to take a closer look at who is connecting to the cloud and where cloud data centers are located based on our latest batch of data.
Besides sharks eating undersea cables, one of the biggest myths that I’ve seen recently is Netflix being cited alongside Google, Facebook, and Microsoft as a contributor to new submarine cable investment.
IP transit providers face a formidable mix of unrelenting price erosion, peering alternatives, and brisk volume growth with evolving traffic patterns.
This has shaken all but the most committed operators out of the market, beyond a few opportunities that present a clear competitive advantage or complement other lines of business.
The result? A core group of specialists are serving most of the market.
This week TeleGeography VP of Research Tim Stronge made his way to San Jose to speak at NANOG 71.
His session covered the relationship between international transport and content provider demand and the way in which content providers are changing international transport prices.
If you’ve perused the different topics we write about on the TeleGeography blog, you may have stumbled upon our colocation content.
But what defines colocation?
We've been tracking the market for long-haul networks and submarine cables since 1999. Our data documents the tectonic shift from submarine cable consortium owners to private builders and the eventual tech bubble burst.
But what does the global wholesale bandwidth market look like today?
We pulled three facts out of our Transport Networks Research Service to paint a picture.
The second most populous nation in the world, India has the second largest mobile market behind China. By March 2017, India was home to 1.17 billion mobile subscribers, up from 1.03 billion 12 months earlier and 969.89 million in March 2015.
Despite this, cellular penetration is comparatively low at around 90 percent at Q1 2017. This is just under the typical 93 percent among countries with a similar per-capita GDP, but well below the regional average of 100 percent.
