That was my first thought when we saw the (very surprising) news at ConnectX around the Vertical Bridge (VB) and Verizon (VZ) joint press release on May 9th.  While exact financial details were not disclosed, the two companies are creating an LLC and share the...

Earlier this year at the MetroConnect conference in Fort Lauderdale, there seemed to be some concerns about Zayo. These worries centered around many things. Integration of 40+ companies was harder and longer than hoped: despite Zayo’s size and scale, Zayo was still...

At recent conferences and industry chit chats, there has been a lot of talk about fiber players pulling back. The laundry list of reasons is not overly surprising or really that unique. They include things like supply chain delays, labor shortages, inflation, etc....

Late last month, American Tower (AMT) and Qualcomm announced a collaboration to “advance network architecture and accelerate near-edge applications.”  I have been on record as saying that Edge is (finally) more than a whiteboard concept.  This collaboration...