Events
Dec 15, 2022

Latin American Market Trends: Brazil and Mexico

As telecom analysts, my TeleGeography colleagues and I have been busy attending conferences and gathering market intelligence from many of the most prominent telecom companies around the world.

Recently, our travels took us to São Paulo and Mexico City for the Futurecom and Mexico Connect 2022 conferences.

There’s a lot going on in both the Brazilian and Mexican markets, so let’s recap some of the discussion themes that stood out.
Oct 3, 2022

Gloomy Economic Indicators… Scary Future for the Subsea Cable Industry?

Some pretty ominous headlines have been circulating around the world lately regarding the risk of a global recession and the ongoing threat of inflation.

At TeleGeography, we've received several questions about how these economic indicators could impact the submarine cable industry.

In particular, people are curious to know if slowing economic growth impair international bandwidth demand growth on subsea cables. And will inflation lead to rising international bandwidth prices?
Oct 19, 2021

Who Really Cares About Latency?

Specifically, which applications and network operators have latency on their minds?

Well, content providers, gaming companies, financial enterprises, and cloud service providers, to name a few.

TeleGeography Senior Analyst Paul Brodsky recently joined experts from Ciena and Angola Cables for an hour-long discussion centered around Connecting to Africa with Low-Latency Services.
Oct 8, 2019

Is Your Planned Submarine Cable Doomed?

Anyone who follows the submarine cable sector knows that a lot of cables have been built in recent years—and investments in new cables keep coming.

I gave a presentation at Submarine Networks World 2019 in Singapore titled "Is Your Planned Submarine Cable Doomed?" My goal was not to identify particular planned cables that I think are doomed to fail, but rather to highlight some of the key flaws we often see when assessing cable operator business plans on behalf of investors.
Oct 3, 2019

Signals of Success: What to Look for in Submarine Cable Press Releases

I'm a cynic and you can be one, too!

This was the title of Tim Stronge's presentation during a recent webinar we did with our friends at Ciena.

Our favorite neighborhood cynic came bearing an important public service announcement for webinar attendees: just because you see a flashy slide deck or press release about a new submarine cable doesn't mean it's going to happen.
Oct 4, 2018

Is a Mass Extinction of Submarine Cables Looming?

The rapid pace of demand growth is only going to require more international bandwidth in the coming years. While there's certainly lots of investment in new systems, cables built in the late 1990s and early 2000s continue to play a key role in global connectivity. But are their days numbered?  

It seems more likely than ever that some of these cables will soon become "extinct" as they are retired from service.  
Jul 30, 2018

Happy Anniversary to the AC-1: A Twenty Year Retrospective at Subsea EMEA

Way back in 1998, a press release went out from Global Crossing about the first segment of their transatlantic fiber-optic cable.

"Global Crossing announced today that it has begun transmitting voice and data communication through Atlantic Crossing (AC-1)," read the release, touting the cable's state-of-the-art system. This segment will double the total capacity in service across the Atlantic Ocean! Full city-to-city connectivity! A link between Europe and the U.S.! 

Did you catch what's so interesting about that language?
Oct 5, 2017

Optical Illusions: Content Providers and the Impending Transformation of International Transport

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.
Jun 15, 2017

Christian Koch on Local Networks, Peering, and Bringing a Network Operators Group to NYC

Christian Koch is passionate about the internet.
Jul 14, 2016

Mythbusters: Revenge of the Cable Myths, Part III

In Part II of TeleGeography's Mythbusters presentation at SubOptic 2016, Alan Mauldin busted five myths that ranged from whether capacity demand is doubling every two years to a quote from the movie Gravity that the destruction of a single satelite would lead to half of North America "losing their Facebook." In the concluding part of this series, Tim Stronge returns to the stage to take on myths about energy costs pushing decisions about content providers' data center locations, multiple parties building on the same route and "adult" content driving most Internet traffic. 

 

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