1. All
  2. Commentary
  3. Headlines
    1. CenturyLink Posts Mixed 3Q Results as Hosting Remains a Source of Disappointment


      Thu, 7 Nov 2013

      business. However, the business has been a disappointment since CenturyLink greatly expanded its presence in the market via the Savvis acquisition. Adjusted for acquisitions, data hosting revenue was flat year over year and down from the second quarter, prompting

    2. CenturyLink Posts Solid Top-Line Gains Across Several Areas


      Thu, 9 Aug 2012

      quarter and 3.8% during 2011, adjusted for the Qwest and Savvis acquisitions. Based on results thus far, management tightened ..... catching up. The hosting business, which primarily consists of Savvis , also showed nice gains during the quarter. The new data hosting

    3. CenturyLink Shows Additional Improvement


      Wed, 9 May 2012

      weakness, sales to large business showed improvement, and growth at Savvis accelerated slightly. Total sales declined 2.7% year over year, adjusted for the Qwest and Savvis deals. Management still expects to drive toward revenue stability

    4. Dot-Social and Dot-Cloud Bubbles


      Fri, 27 Apr 2012

      pressure to be in the space, who are paying insane valuations for dot-social and dot-cloud businesses (Centurylink buying Savvis at 10x EBITDA comes to mind). Since we own plenty of real companies, my concern is that they’ll overpay for their dot

    5. CenturyLink Shows Incremental Improvement in the Fourth Quarter


      Thu, 16 Feb 2012

      market remain firmly in place. As in the third quarter, the Savvis business posted weak revenue growth. Sales in the segment were ..... of the business. Management believes that the acquisition of Savvis temporarily disrupted sales activity, pointing to a 23% sequential

    6. CenturyLink Improves Customer Numbers, but Revenue Continues to Slide


      Thu, 3 Nov 2011

      in the first half of the year. If the Savvis acquisition had been included for all ..... been down 4.6% year over year. The Savvis business grew 8.3%, down from 19 ..... during the fourth quarter. Excluding Savvis , we estimate that CenturyLink's operating

    7. CenturyLink Has Run Into a Soft Patch


      Wed, 3 Aug 2011

      moving parts resulting from the Qwest and Savvis acquisitions, pinning down exactly how ..... closed at the start of 2010, but excluding Savvis ), CenturyLink reported a 5% drop in ..... includes about $1 billion in revenue from Savvis , meaning that expectations for the existing

    8. Many Data Center Related Stocks Are Seeing Double-Digit Returns


      Mon, 4 Apr 2011

      Paolo Gorgo submits: Data center related stocks closed the first quarter of 2011 with great performances, as most of the listed companies achieved double-digit returns: (click to enlarge pictures) Network neutral players saw one flat performance, as Interxion ( INXN ) closed the quarter quoting ...

    9. Japan Earthquake: Internet a Communications Lifeline as Telephone Lines Fail


      Mon, 14 Mar 2011

      Paolo Gorgo submits: Japan’s devastating earthquake and subsequent tsunami put the country's telecommunications and Internet infrastructure under intense pressure. Millions of telephone lines were unavailable soon after the quake. Carriers were limiting voice calls on congested networks, with NTT

    10. Analysts raise Terremark target price on Verizon buyout


      Fri, 28 Jan 2011

      * Deal seen as positive for peers Equinix and Savvis

    « Prev123Next »
    Content Partners