Posts by Bernie Arnason

Bernie is Publisher and Editor-in-Chief of Telecompetitor. Bernie follows the telecom industry closely and conducts and authors industry research and whitepapers, provides strategic consulting for clients, and develops compelling telecom mindshare.

Bernie is also the managing partner of Pivot Media LLC and a principal with Pivot Group LLC.

Bernie can be reached at bernie@pivot-media.com



MBBF: 5G Future is About Digitizing the World, Once and For All

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The migration to a 5G future is already underway and it’s going to be different than previous wireless generation migrations. Much different. That was a key theme at Huawei’s Mobile Broadband Forum (MBBF), held last week in Tokyo. Seizing the true business opportunity amongst the great hype machine generated by 5G will be paramount. There...Learn More

Enterprise, Fiber Network Consolidation Continues with Zayo Acquisition of Electric Lightwave

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Another day, another fiber network consolidation example, with news today that Zayo intends to acquire Electric Lightwave (formerly Integra) for $1.42 billion. The transaction highlights accelerating M&A activity in the regional fiber and enterprise markets, with several significant transactions announced recently, among many smaller deals. With Electric Lightwave, Zayo gains a facilities based regional fiber...Learn More

Mobile Broadband Forum: 4.5G WTTH Helping Accelerate Next Generation Fixed Wireless

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Growing fixed wireless momentum across the globe is leading to the concept of wireless-to-the-home (WTTH), promising fiber like speeds that are increasingly seen as lower cost alternative option for traditional wireline fixed broadband service. WTTH was on full display last week with particular emphasis on 4.5G WTTH, during Huawei’s Mobile Broadband Forum (MBBF), which took...Learn More

Comcast X1 Sling TV Integration Highlights Ongoing Embrace of OTT

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An announced Comcast X1 Sling TV integration will bring DISH’s OTT service to millions of Comcast set-top-boxes. The deal illustrates an ongoing embrace of OTT content by traditional pay-TV providers like Comcast. With this Sling deal, Comcast appears to be focused on their extensive multicultural content offerings. “The addition of Sling TV’s multicultural programming will...Learn More

AT&T and DISH Acquiring INVIDI, Gains Leading Addressable Advertising Platform

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In what appears to be a classic co-opetition move, an announced partnership has AT&T and DISH acquiring INVIDI Technologies. Ad agency WPP is also part of the deal, which gives AT&T a controlling interest in the addressable advertising technology firm. Terms were not disclosed. Addressable advertising is a fast growing line of business and both...Learn More

AT&T Fiber Locations Expand to Four Additional Markets, Now Reaches 3 Million Locations

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AT&T Fiber locations now reach 44 markets across the U.S., with the announcement of four new metro areas coming online with the gigabit capable FTTP service. AT&T eventually plans to reach 67 markets/metro areas nationwide, covering 12.5 million locations by mid-2019. The new markets include Baton Rouge, Louisiana; Birmingham, Alabama; Charleston, South Carolina; and Reno,...Learn More

Windstream Kinetic IPTV Markets Expand to Include North Carolina Communities

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One additional Windstream Kinetic IPTV market is now online in their North Carolina footprint, expanding their addressable IPTV market to 50K more subscribers. This brings total Windstream Kinetic IPTV markets to four, with North Carolina joining Lincoln, Neb.; Lexington, Ky., and Sugar Land, Texas. “Earlier this year we announced 1-Gig service to North Carolina residents,”...Learn More

Lumos to Buy Clarity Communications, Mulls Regulated Wireline Divestiture

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Lumos Networks, a Virginia based regional carrier, will buy Clarity Communications, a North Carolina based regional fiber network. The Clarity deal was announced the same day that Lumos alerted investors of its intention to explore a regulated wireline divestiture strategy that could potentially sell off its local exchange carrier (LEC) business. Clarity Communications operates a...Learn More

Windstream EarthLink Deal Hopes to Capitalize on Enterprise, SMB Growth Opportunity

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An announced Windstream EarthLink deal has Little Rock, Ark. based Windstream acquiring Atlanta, Georgia based Earthlink for a total transaction value of $1.1 billion (including debt). The move follows an uptick in merger activity in the telecom sector, where carriers are looking to build scale and continue diversification beyond legacy services. EarthLink’s legacy is that...Learn More

Comcast Gigabit Markets to Expand, West Coast Markets in Focus

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Comcast gigabit markets will soon include major markets on the west coast, including Portland, Seattle, San Francisco/Bay Area, and San Jose. The West coast gigabit expansion, expected to launch in early 2017, will be joined by other markets as well, including Detroit, Denver, Salt Lake City, Kansas City and a few others. Comcast currently offers...Learn More

CenturyLink Level 3 Merger Confirmed

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A CenturyLink Level 3 merger has been confirmed this morning, with CenturyLink agreeing to acquire Level 3 for $34 billion, including assumption of Level 3 debt. The combined company will be a formidable competitor in the enterprise business and wholesale markets, with facilities in over 350 metro areas in 60 countries, across the globe. The...Learn More

CenturyLink Level 3 Deal is Latest Mega Merger Rumor

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A reported CenturyLink Level 3 deal is in the works, in which Louisiana-based CenturyLink acquires Colorado-based Level 3, according to the Wall Street Journal. The two are in advanced talks according to the report, although the deal could still fall through. CenturyLink Level 3 Deal Should the deal be finalized, CenturyLink would gain one of...Learn More