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Thursday, February 6, 2014

Telecom Ramblings: "Akamai Shrugs Off Apple Rumors, Posts Big Q4" plus 2 more

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From: "Telecom Ramblings" <webmaster@telecomramblings.com>
Date: Feb 6, 2014 4:02 AM
Subject: Telecom Ramblings: "Akamai Shrugs Off Apple Rumors, Posts Big Q4" plus 2 more
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Telecom Ramblings: "Akamai Shrugs Off Apple Rumors, Posts Big Q4" plus 2 more

Link to Telecom Ramblings

Akamai Shrugs Off Apple Rumors, Posts Big Q4

Posted: 05 Feb 2014 06:45 PM PST

Last quarter Akamai's forward guidance described a contract renegotiation with a key customer everyone knew was Apple, and this week the buzz on the street has been that Apple is building its own CDN.  But none of that actually slowed down Akamai at all this winter, as the company posted a big fourth quarter and offered strong Q1 guidance that included the impact of that renegotiation. … [visit site to read more]

Level 3 Pulls Off a Strong Q4

Posted: 05 Feb 2014 05:40 AM PST

Those looking for a datapoint of strong growth in Level 3′s fourth quarter earnings report got what they were looking for, as the company easily coasted past my own revenue and EBITDA expectations.  And those looking for an actual profit, well they got that too and several cents per share higher than consensus estimates to boot.  Here are the numbers in some context: … [visit site to read more]

Apple Unsurprisingly Plans to Roll Its Own CDN

Posted: 05 Feb 2014 05:24 AM PST

Reports out there say that Apple has been quietly preparing its own CDN/cloud infrastructure, to the apparent surprise of far too many. … [visit site to read more]

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