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  1. #1
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    [EN] Verizon To Sell Terremark To Equinix

    REINHARDT KRAUSE


    Verizon Communications is nearing a sale of its data center business to Equinix for around $3.5 billion, says a Cowen & Co. analyst. "We believe a transaction involving Verizon's co-location assets is imminent and that Equinix is the most likely acquirer," said Cowen analyst Colby Synesael in a research report Wednesday.

    A Verizon spokesman declined to comment.

    Verizon acquired cloud service firm Terremark in 2011 for $1.4 billion. Verizon has been selling off noncore assets, including residential phone lines to focus on its wireless business and digital media. Verizon in July agreed to buy Yahoo for $4.8 billion

    The Verizon data center assets widely considered to be the most desirable are in Miami and Culpeper, Va., near Washington, D.C. Aside from the Terremark facilities, Verizon also owns some of its own data centers.

    "Based on our channel checks, we believe the portfolio includes 14 facilities which primarily include those Verizon inherited when it bought Terremark in 2011," Synesael wrote. "We estimate EQIX could pay 13 to 13.5 times EBITDA, or $3.5 billion, and believe such a transaction would be viewed as positive for Equinix and neutral to Verizon."

    CenturyLink the same year acquired another cloud services/data center company, Savvis, for $2.5 billion. CenturyLink also has put its data center operations up for sale.

    AT&T
    reportedly is rethinking its strategy and might keep its data center business.

    Data center operators such as Equinix provide space, power and cooling. Customers pack the warehouse-size data centers with their own computer servers and other gear. Cloud computing — especially whisking data to mobile devices or PCs — has increased demand for data center space.

    Equinix customers include Amazon Web Services and Microsoft.

    http://www.investors.com/news/techno...x-for-3-5-bil/
    Última edição por 5ms; 06-10-2016 às 01:03.

  2. #2
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    Verizon Said to Be Nearing Data Center Deal, Most Likely With Equinix

    Yevgeniy Sverdlik
    October 5, 2016

    Equinix is the most likely buyer of a 14-data center portfolio Verizon Communications has been looking to offload since at least January, according to a note by Cowen and Company analysts issued Tuesday, in which they said a transaction is likely imminent.

    The portfolio consist primarily of data centers Verizon gained when it acquired Terremark in 2011, and the analysts estimate that Equinix may pay about $3.5 billion in the transaction, which would be neutral for Verizon and positive for Equinix, given high quality of the Terremark facilities and their locations, which would further increase Equinix’s already enormous global scale.

    Verizon is one of several big telcos who expanded their data center footprint several years ago in hopes of capturing share of the growing cloud and data center services market but eventually found it difficult to compete with giants that have specialized in those services, companies like Amazon, Microsoft, Equinix, and Digital Realty Trust. Other examples are CenturyLink, which has been shopping a data center portfolio the bulk of which it took over in 2011 when it acquired Savvis, and AT&T, which reportedly has been trying to divest about $2 billion worth of data center assets.

    Of the 14 data centers Cowen & Co. believes may be in play, the 750,000-square foot NAP of the Americas in Miami is the crown jewel. Colocating about 160 carriers, it is the primary interconnection hub for networks that carry traffic between the US and Latin America. The analysts estimate that this facility alone is responsible for about $100 million of the $250 million to $275 million in revenue they believe the portfolio generates for Verizon.

    Another important site in the portfolio is NAP of the Capital Region campus in Culpeper, Virginia, right outside of Washington, DC. The nearly 1 million-square foot campus has reportedly enjoyed a lot of success with major private-sector enterprise clients.

    In addition to the Miami and Culpeper sites, the portfolio includes three locations in North America, five in Europe and Middle East, two in Asia Pacific, and two in Latin America. Cowen & Co. highlighted the LatAm facilities (São Paulo and Bogota) in its report because they would be complementary to the ALOG data centers in Brazil Equinix acquired in 2014.

    Here’s a more detailed list of the locations:

    North America

    • Culpeper, Virginia
    • Herndon, Virginia
    • Miami, Florida
    • Richardson, Texas
    • Santa Clara, California


    Latin America

    • Bogota, Colombia
    • São Paulo, Brazil


    EMEA

    • Amsterdam, The Netherlands
    • Brussels, Belgium
    • Frankfurt, Germany
    • Istanbul, Turkey
    • Madrid, Spain


    Asia Pacific

    • Hong Kong
    • Singapore


    If Cowen & Co. analysts end up being right, and Equinix and Verizon reach a deal, it will bring up at least two big questions.

    One is whether Equnix would still consider a potential acquisition of some CenturyLink data center assets. The company’s executives have implied they were considering both Verizon and CenturyLink portfolios.

    Another question is whether Equinix would be required to divest some of its properties for the deal to be approved by antitrust regulators. It was compelled to sell eight European data centers earlier this year in order for its TelecityGroup transaction, which made it the biggest data center provider in Europe, to get a regulatory green light.

    http://www.datacenterknowledge.com/a...-with-equinix/

  3. #3
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    Equinix In A Buying Mood?

    Joe Panettieri
    Oct 5, 2016

    Equinix is likely poised to acquire Verizon‘s data center business for $3.5 billion, according to Cowen & CO. Neither Equinix nor Verizon confirmed the report.

    Verizon has been trying to sell the data centers for at least $2.5 billion in an auction process since early 2016 or perhaps even late 2015. During a July 2016 earnings call, the telco giant said it would likely have clarity on the pending sale process by October 2016.

    Verizon, like many telcos, once hoped to be a cloud services giant that competes alongside Amazon Web Services, Microsoft Azure and other public clouds. But telco corporate cultures — based on highly regulated legacy industries — couldn’t keep pace with public cloud providers. Rival CenturyLink also is attempting to sell its cloud data centers.

    Rumors about Equinix potentially buying Verizon’s data centers aren’t new. Equinix has a strong position in the cloud market. The company emphasizes secure, high-performance network connections between businesses, cloud providers, hosting providers, co-location companies and more.

    In an August 2016 earnings call, Equinix CEO Steve Smith said the company’s cloud efforts were gaining channel momentum.

    Equinix poured the foundation for its partner program last year. The company in February 2015 hired RackSpace and ViaWest veteran Christopher Rajiah as VP of channel sales and alliances. By March 2015, Rajiah unveiled a formalized partner program for MSPs, network service providers (NSPs), systems integrators and solutions providers.

    It’s unclear if Equinix truly plans to buy Verizon’s cloud data centers. But we’re watching closely for new developments and will update this story accordingly.

    https://www.channele2e.com/2016/10/0...-centers-3-5b/

  4. #4
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    Verizon, other telcos failed to keep pace with AWS, Microsoft in public cloud segment

    Samantha Bookman
    Aug 29, 2016

    One word – security – was a key element in cloud providers like AWS, Microsoft and IBM gaining a huge competitive advantage over Tier 1 telcos like Verizon, AT&T and CenturyLink, an analysis of the cloud services market suggested.

    According to an Investor’s Business Daily article, the major telcos not only under-invested in data centers and other cloud infrastructure, but they failed to keep abreast of developments in the public cloud, particularly around security of data.

    While Verizon and AT&T packaged their cloud services with virtual private networking and related services, a combination that allowed them to tout the inherent security of these types of services, providers like Amazon Web Services and Microsoft worked to increase businesses’ confidence in moving data to the public cloud.

    "I think the telcos were caught by surprise as security in the public cloud dramatically improved," says Forrester Research analyst Dave Bartoletti.

    It’s no secret that competition within the data center market also impacted the big U.S. telcos, as providers like Equinix, which provides both data centers and colocation, have moved into the fertile segment. Verizon and CenturyLink have put up for sale the data center providers – Terremark and Savvis, respectively – they acquired in the heyday of cloud service expansion.

    Meanwhile, even as the Tier 1s appear to struggle, other established technology companies are continuing to make inroads in the cloud market. Case in point is IBM with its multi-billion dollar cloud play, which included the acquisition of Softlayer and building data centers – Big Blue has moved into contention with Microsoft Azure and AWS in the past couple of years.

    http://www.fiercetelecom.com/telecom...analysis-finds

  5. #5
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    "Verizon Terremark ... a total disaster"

    Financial analyst Trip Chowdhry, who runs Global Equities Research called the Terremark deal “a total disaster” for Verizon, and predicted déjà vu with respect to Yahoo


    Tiernan Ray
    July 25, 2016

    While there was a mixture of positive and skeptical reactions to Verizon Communications’s (VZ) announcement this morning it would buy Yahoo’s (YHOO) “core” advertising business for $4.83 billion, the sharpest words of criticism as far as Verizon came from Global Equities’s Trip Chowdhry, who believes that “Verizon shareholders are setting themselves up for a huge disappointment.”

    Chowdhry thinks the deal will be a repeat of Verizon’s 2011 purchase of data center hosting outfit Terremark Worldwide, which cost $1.4 billion, which he labels a “total disaster.”

    Writes Chowdhry,

    Remember, all the nitwit Analysts and Industry Visionaries coming on the media and touting VZ + Terremark Deal as “Ground Breaking” … will propel VZ in Cloud Computing, will put an end to AMZN AWS […] These clueless VZ Executives at that time said “We will accelerate ‘everything-as-a-Service’ cloud strategy” Fast forward to 2016: AMZN AWS has created and owns the SuperClouds with its AWS offering AMZN AWS is consistently growing revenues at >45% y–y on a revenue base of $10 billion Where is VZ Terremark … It is a total disaster, and today VZ is trying to sell off this P.O.S …and sadly the same is going to happen with YHOO acquisition…

    Among the negatives of Yahoo!, in Chowdhry’s view:

    YHOO is a declining asset business – recovery, or sustainability is impossible: YHOO is a non-event in each and every Internet Trend.

    • Internet is going Visual – YHOO is a non-event
    • Internet is going real-time-messaging – YHOO is a non-event
    • Internet is going “Live-streaming” – YHOO is a non-event
    • Internet is going mobile – YHOO is a non-event
    • Internet is going social – YHOO is a non-event
    • Internet is going social-payments – YHOO is a non-event
    • Machine Learning is driving – Preference Vector, Interest Vector, Knowledge Vector, Association Vector, etc…YHOO has nothing to offer


    ….fundamentally it is an obsolete offering

    He concludes “Basically, we are seeing a replay of the previous movie, VZ buys Terremark, but with a different actor, YHOO replacing Terremark.”

    Verizon executives are “as clueless as they have been with Terremark,” claims Chowdhry, while “Nitwit analysts and industry visionaries are playing the same song with VZ + YHOO, that they had played when VZ + Terremark Fundamental problem with VZ has not changed – VZ has zero insights and zero innovation.”

    http://blogs.barrons.com/techtraderd...obal-equities/


    ...


    Chowdhry did not go into specifics about the causes of this disaster, as he perceives it. It’s quite possible that Terremark’s failure to perform, from many perspectives, is not endemic to the cloud service provider industry.

    Indeed, back in 2013 — just one month after Terremark put forth its plans for a sophisticated, multi-tier cloud network architecture — the provider took the fall for having hosted the original edition of Healthcare.gov. This despite then-Secretary of Health and Human Services Kathleen Sibelius blaming Verizon, not Terremark, by name, for having forced her department for dealing with IT issues for which, she said, Verizon should have assumed responsibility.

    ...
    http://www.datacenterknowledge.com/a...ns-yahoo-deal/

  6. #6
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    AT&T Lines Up Behind Amazon’s Cloud

    PR: AT&T Announces New Strategic Relationship with Amazon Web Services to Integrate Cloud and Networking Capabilities

    Press Release -- October 6th, 2016
    Source: amzn, AT&T

    DALLAS, Oct. 6, 2016 /PRNewswire/ -- AT&T* has reached a multi-year, strategic alliance agreement with Amazon Web Services (AWS) to optimize delivery of integrated solutions built on the companies' respective cloud and networking capabilities. The collaboration is designed to help both existing and new customers more efficiently migrate to and utilize the AWS Cloud with the AT&T network. The solutions are intended to span cloud networking, mobility, Internet of Things (IoT), security and analytics.

    "Customers of all sizes are quickly migrating to the AWS Cloud to reduce their data center footprint, become more agile and take advantage of innovation in areas such as IoT, Big Data and Analytics," said Terry Wise, Vice President of Worldwide Partner Ecosystem, Amazon Web Services, Inc. "Advanced connectivity and network solutions are critical to enabling our customers to get the most out of our services. We are excited to expand our alliance with AT&T and deliver new solutions designed to enable customers to accelerate their journey to the AWS Cloud."

    "For many enterprises, the cloud's potential can be equal parts tantalizing and challenging. Emerging technology trends and fluctuating needs mean that a company's plans are dynamic, and can quickly change," said Mo Katibeh, Senior Vice President, Advanced Solutions, AT&T Business Solutions. "Together, AT&T and AWS can help streamline the leap to the cloud. We're helping businesses connect everything and anything to the cloud. More importantly, we're doing this so it can be simple, scalable and highly secure."

    The collaboration will focus in three main business areas, with potential expansion in the future:

    • Business Cloud Networking: Since the integration was initially launched, AT&T NetBond® has become an increasingly popular way for customers to establish high-speed, highly secure network connections to the AWS Cloud. In fact, the AT&T NetBond ecosystem has seen four fold growth in connections and eight fold in traffic over the last year. In order to deliver even more advanced networking capabilities to customers, AT&T and AWS will work together to identify new solutions with security, performance, and mobility in mind. Emphasis will be placed on enhancing end-to-end customer visibility across more highly secure and high performing network connections, allowing for faster and more automated decision making capabilities to the customer.
    • IoT: AT&T and AWS will coordinate introduction of AT&T IoT-connected sensors and devices preconfigured to seamlessly and more securely send data into the AWS Cloud. This integration will provide customers with massive breadth and scale. It brings together AT&T's global network, which connects nearly 29 million connected devices as of 2Q 2016 and reaches over 200 countries and territories, with AWS IoT, a managed cloud platform that can more securely and reliably scale to billions of devices and trillions of messages. Integration with the AT&T IoT Starter Kitand IoT Data plans are also intended to be included, which would allow customers to build their own solutions using AT&T IoT and AWS IoT.
    • Threat Management:AT&T and AWS both view security as the highest priority. As part of this expanded strategic relationship, AT&T and AWS plan to employ their respective expertise and knowledge in security to help customers prevent, detect, and respond to threats faster and more efficiently. Using threat data and knowledge from both organizations will help fuel the processes and tools that comprise AT&T Threat Intellect, the "brains" behind AT&T's security platform that uses advanced analytics to help provide improved end-to-end security protection for every user on our network.


    With a key focus on implementing innovative strategies, the alliance relationship will bring together designated professionals from each company to integrate automated and flexible cloud solutions in support of the global, mobilized workforce.

    http://newswire.telecomramblings.com...-capabilities/


    Rob Powell
    October 6th, 2016

    ...

    AT&T has been tied to rumors of a sale of its own data center and cloud assets several times over the last few years specifically because it hasn't found a way to tap the market that Amazon's AWS has been gobbling up. Those possibilities remain unresolved, but AT&T's move today indicates that the path forward has clarified somewhat regardless. If you can't beat'em, join'em. AT&T's mobile reach and global network remain a key piece of the puzzle of course, and the company is said to now be looking for growth via the expansion of its content business.

    ...
    http://www.telecomramblings.com/2016...amazons-cloud/

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