FTTH around the world: Some June and Early July Updates

Of course, FTTH news always catches my attention.

Total Telecom quotes FTTH Council Asia Pacific president Bernard Lee’s statement that the FTTH subscriber count in the Asia-Pacific region is expected to reach 100 million in late 2014.

In South Africa, TeleGeography reports that MTN SA has connected it first FTTH subscribers in Monaghan Farm, 30 km north of Johannesburg.  Telkom SA also announced its FTTH plans in suburbs of Johannesburg, Pretoria, Durban and Cape Town.  And Vumatel, in addition to its potential 2,100-home deployment in the Parkhurst suburb of Johannesburg, has announced plans to roll FTTH out to 200,000 homes across 100 locations in South Africa.

In the U.S., Lightwave reported about the progress of the municipal FTTH network in Loma Linda, California (all businesses and 1,600 houses are on-net, with 800 more home connections expected in the next 3 years) and the upgrade of Blue Valley Tele-Communications’ FTTH network serving 7,500 customers across 17 communities in Kansas.

Elsehwere in the U.S., Ethernut reports that a third neighborhood in Ridgeland, MS has passed C Spire’s 45% preregistration threshold required to qualify for deployment of 1 Gbps FTTH.

Richard Jones’ The Business of NGA/FTTX linked to a great telecompaper article noting that Telefonica’s 100,000 new Movistar customers in April and May bumped its total number of customers in Spain past the 800,000 mark.

And in Réunion, TeleGeography reports that Zeop has lit its FTTH network in Beausejour. Because how often do I get to mention Réunion Island?!

That’s just a sampling of recent FTTH announcements. So much going on in so many places! And yet, since I covered the industry in its early stages, I’m always drawn to industry updates.

Hope you’ve enjoyed the recent news excerpts assembled above.

And just for kicks, I’ll close this post with a “Throwback Thursday” link to a February 2002 CED article called “FTTx: An Unreal Reality Takes Shape,” which cited numbers from my 2001 KMI report on the FTTH industry (and in which I’m quoted).

Carrier Consolidation Update: June 2014

I haven’t had time to formulate thoughtful analyses of any news items recently, but I have been noticing a lot of news about telecom carrier mergers lately, so I thought I’d summarize some of what I’ve seen… with links, of course, if you want to delve further into any of them.

TeleGeography reports that it sees cellular consolidation on the horizon in India, as the country’s top three cellular carriers dominate the market.  If that happens, India’s wireless industry would simply be joining the ongoing consolidation trend in telecom.

Here in the U.S., we’re following the merger chatter surrounding T-Mobile and Sprint.  BGR’s Zach Epstein provides the details in his overview, referencing CNBC’s video discussing the $2 billion break-up fee and the plans to go with the T-Mobile name and management team post-merger.  Meanwhile, AT&T CEO Randall Stephenson has been widely quoted as noting that a Sprint-T-Mobile merger would reduce the “big four” to a “big three,” the same reasoning cited for disallowing an AT&T-T-Mobile merger three years ago.  Obviously, T-Mobile and Sprint are hoping a merger of the 3rd and 4th largest carriers is more palatable to the FCC and DoJ.

In Europe, the talk is about Telefonica’s proposed acquisition of German wireless carrier E-Plus from KPN.

In the Italian wireless space, Reuters has reported a restart of negotiations between Hutchison Whampoa and Vimpelcom to merge their Italian wireless subsidiaries.  This report came just a week after Hutchison gained final EU approval of its Irish subsidiary’s acquisition of Telefonica’s wireless business in Ireland.

Back in the U.S., on the video side, AT&T continues to push ahead with its proposed acquisition of DirecTV, while Comcast and Time Warner Cable pursue a mega-merger.  In fact, this article suggests the AT&T-DirecTV deal may help boost the likelihood of regulatory approval for Comcast-Time Warner.

One of the interesting aspects of the AT&T-DirecTV acquisition is the role NFL Sunday Ticket plays in the deal.  As this Digital Trends article points out, there is reportedly an opt-out clause for AT&T if DirecTV fails to renew its deal with the NFL.

Meanwhile, Fierce Telecom’s Sean Buckley notes that Level 3 is looking to vastly expand its access on on-net buildings with its proposed acquisition of tw telecom.

I’m sure I may have missed a few, but those are the deals I’ve noticed in the news lately.

Quick Hits (Fiber Edition): Metro Fiber Deployment, Fiber Leasing, FTTH Speeds, FTTH Penetration

Because of my years as an analyst with fiberoptics research firm KMI, I’ve always noticed fiber deployment articles and press releases.  Here are a few recent fiber network articles:

From a CLEC perspective, tw telecom is expanding its metro network in Nashville from  the city center out to the west side of the city.  This is in line with tw telecom’s November 2013 announcement that it had planned to expand its metro networks to 5 new markets and within at least 27 existing markets within a year.

Elsewhere, Shentel (Shenandoah Telecom) is seeing growth in its fiber leasing revenue.

Another carrier announced its intention to provide 1 Gpbs FTTH service, with Cox joining AT&T and Google Fiber in the FTTH speed arms race.

Turning to Europe, telecompaper reports on the growth of FTTH connection in Spain – 85% year-over-year in January to 650,000.  An interesting point in the article is a statistic about total fixed broadband connections (not just FTTH): A vast majority of new broadband connections were added by alternative network operators, with Telefonica and cable operators adding a much smaller number.

And while we’re on the topic of FTTH, though I don’t really have much to say, this is an interesting read I ran across recently that’s probably worth sharing.  It’s a bit of a chat about FTTH in Africa with some of the writer’s personal experience with an eye to history.  At one point, to put FTTH in Africa in context, it references a Google Africa Blog article that notes “only 16% of Africa’s 1 billion people are online.”  Again, this is a rather disconnected paragraph, but it’s interesting, nonetheless, and worth sharing.

That’s what’s drawn my attention the last few days, at least from a fiber perspective.  As always, the purpose of this blog is to share what I read and some thoughts about it with old friends and contacts in the telecom industry, as well as anyone I haven’t met who will find this interesting.  Obviously, today’s post was more news and less opinion.  Hope you’ve found it helpful.