From: "Telecom Ramblings" <webmaster@telecomramblings.com>
Date: May 1, 2014 4:01 AM
Subject: Telecom Ramblings: "Equinix Starts 2014 Building Momentum, Nudges Up Guidance" plus 2 more
To: <aquarianm@gmail.com>
Cc:
Telecom Ramblings: "Equinix Starts 2014 Building Momentum, Nudges Up Guidance" plus 2 more |  |
- Equinix Starts 2014 Building Momentum, Nudges Up Guidance
- A Week Connecting the Cloud
- Level 3 Rides Enterprise Revs to Another Big Quarter
| Equinix Starts 2014 Building Momentum, Nudges Up Guidance Posted: 30 Apr 2014 10:49 PM PDT This earnings season has been pretty positive so far for internet infrastructure. Yesterday after the market closed, Equinix added to the list of positive earnings reports with better than expected revenue and earnings. Here are their key numbers in some context: … [visit site to read more] |
| Posted: 30 Apr 2014 06:02 AM PDT Ok, I think it's clear that one of this year's main themes in the networking and colo worlds is going to be cloud connectivity. Everyone is jockeying for position, and this week we have at least three significant moves — one by Equinix just this morning in advance of earnings later, one yesterday from Level 3 and Digital Realty, and one the day before over at DuPont Fabros and tw telecom. … [visit site to read more] |
| Level 3 Rides Enterprise Revs to Another Big Quarter Posted: 30 Apr 2014 05:22 AM PDT In its first quarter report, Level 3 Communications picked up where it left off in Q4 of 2013. That's a good thing, because Q4 was their biggest in recent memory. CNS and total revenues beat expectations (both mine and the street's), as did EBITDA and earnings per share. Here are the numbers in some context: … [visit site to read more] |
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