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.
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.
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.
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 global wholesale bandwidth market is influenced by many factors—some that change the face of the industry and others that contribute a certain measure of predictability.
The industry is perpetually marked by the impetus to keep innovation and cost competitiveness ahead of inevitable price erosion.
According to NASA, light travels at a constant, finite speed of 186,000 mi/sec.
So the speed of light never changes. End of blog post, right?
Wrong.
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