Technology

Telecommunications Services

While the Telecommunications Services industry has historically consisted of companies providing residential and enterprise voice solutions, the continued rollout of new broadband technologies has spurned significant convergence among service providers and now includes voice, video and data.  Our focus will be network operators who are increasingly building out their delivery systems with fiber-to-the-node and in some cases to the premise, in order to keep in line with rising bandwidth demand and to power their bundled triple and quadruple-play product offerings (IPTV, wireless, wireline and high-speed data). Industry participants include:

  • Large and Small Wireline networks (ILECs)
  • Competitive Local Exchange Carriers (CLECs)
  • Regional Wireless
  • National Wireless/RBOC
  • Cable Providers
  • Broadband Service Providers
  • Mobile Payment Providers
Analysts:
Barry McCarver: Bio
 Associates:
Mac Tatman: Bio

Companies

AboveNet, Inc.ADTRAN, Inc.Atlantic Tele-Network
Aviat Networks, Inc.Cbeyond, Inc.Cogent Communications Group
EarthLink, Inc.Equinix, Inc.Knology, Inc.
Neutral Tandem, Inc.Neutral Tandem, Inc.Premiere Global Services
Rackspace Hosting, Inc.SureWest Communicationstw telecom inc.
Windstream Corp.
Telecommunications Services Comparative Valuation (02/06/2012)
Telecommunications Equipment Comparative Valuation (02/06/2012)
Telecommunications Equipment Comparative Valuation (01/30/2012)
Telecommunications Services Comparative Valuation (01/30/2012)
Telecommunications Equipment Comparative Valuation (01/23/2012)
Telecommunications Services Comparative Valuation (01/23/2012)
Telecommunications Equipment Comparative Valuation (01/17/2012)
Telecommunications Services Comparative Valuation (01/17/2012)
Telecommunications Equipment Comparative Valuation (01/09/2012)
Telecommunications Services Comparative Valuation (01/09/2012)
Telecommunications Services Comparative Valuation (01/03/2012)
Telecommunications Equipment Comparative Valuation (01/03/2012)
Telecommunications Equipment Comparative Valuation (12/27/2011)
Telecommunications Services Comparative Valuation (12/27/2011)
Telecommunications Services Comparative Valuation (12/19/2011)
Telecommunications Equipment Comparative Valuation (12/19/2011)
Telecommunications Services Comparative Valuation (12/12/2011)
Telecommunications Equipment Comparative Valuation (12/12/2011)
Telecommunications Equipment Comparative Valuation (12/05/2011)
Telecommunications Services Comparative Valuation (12/05/2011)
Telecommunications Equipment Comparative Valuation (11/28/2011)
Telecommunications Services Comparative Valuation (11/28/2011)
Telecommunications Services Comparative Valuation (11/21/2011)
Telecommunications Equipment Comparative Valuation (11/21/2011)
Telecommunications Equipment Comparative Valuation (11/07/2011)
Telecommunications Services Comparative Valuation (11/07/2011)
Telecommunications Equipment Comparative Valuation (10/31/2011)
Telecommunications Services Comparative Valuation (10/31/2011)
Telecommunications Equipment Comparative Valuation (10/24/2011)
Telecommunications Services Comparative Valuation (10/24/2011)
Telecommunications Services Comparative Valuation (10/17/2011)
Telecommunications Equipment Comparative Valuation (10/17/2011)
Telecommunications Equipment Comparative Valuation (10/10/2011)
Telecommunications Services Comparative Valuation (10/10/2011)
Telecommunications Equipment Comparative Valuation (09/26/2011)
Telecommunications Services Comparative Valuation (09/26/2011)
Telecommunications Services Comparative Valuation (09/19/2011)
Telecommunications Equipment Comparative Valuation (09/19/2011)
Telecommunications Services Comparative Valuation (09/13/2011)
Telecommunications Equipment Comparative Valuation (09/13/2011)
Telecommunications Equipment Comparative Valuation (09/06/2011)
Telecommunications Services Comparative Valuation (09/06/2011)
Telecommunications Services Comparative Valuation Table (08/22/2011)
Telecommunications Equipment Comparative Valuation Table (08/22/2011)
Telecommunications Services Comparative Valuation Table (08/15/2011)
Telecommunications Equipment Comparative Valuation Table (08/15/2011)
Telecommunications Services Comparative Valuation (08/08/2011)
Telecommunications Equipment Comparative Valuation (08/08/2011)
Telecommunications Equipment Comparative Valuation (08/01/2011)
Telecommunications Services Comparative Valuation (08/01/2011)
Telecommunications Services Comparative Valuation (07/25/2011)
Telecommunications Equipment Comparative Valuation (07/25/2011)
Comparative Valuation (07/18/2011)
Telecommunications Equipment Comparative Valuation (07/18/2011)
Telecommunications Equipment Comparative Valuation (07/11/2011)
Comparative Valuation (07/11/2011)
Telecommunications Equipment Comparative Valuation (07/05/2011)
Comparative Valuation (07/05/2011)
Telecommunications Equipment Comparative Valuation (06/27/2011)
Comparative Valuation (06/27/2011)
Telecommunications Equipment Comparative Valuation (06/20/2011)
Comparative Valuation (06/20/2011)
Telecommunications Equipment Comparative Valuation (06/13/2011)
Comparative Valuation (06/13/2011)
Telecommunications Equipment Comparative Valuation (06/06/2011)
Comparative Valuation (06/06/2011)
Telecommunications Equipment Comparative Valuation (05/31/2011)
Comparative Valuation (05/31/2011)
Comparative Valuation (05/23/2011)
Telecommunications Equipment Comparative Valuation (05/23/2011)
Telecommunications Equipment Comparative Valuation (05/16/2011)
Comparative Valuation (05/16/2011)
Telecommunication Equipment Comparative Valuation (05/09/2011)
Comparative Valuation (05/09/2011)
Comparative Valuation (05/02/2011)
Telecommunications Equipment Comparative Valuation (05/02/2011)
Comparative Valuation (04/25/2011)
Telecommunications Equipment Comparative Valuation (04/25/2011)
Telecommunications Equipment Comparative Valuation (04/18/2011)
Comparative Valuation (04/18/2011)
Comparative Valuation (04/12/2011)
Telecommunications Equipment Comparative Valuation (04/12/2011)
Comparative Valuation (04/04/2011)
Telecommunications Equipment Comparative Valuation (04/04/2011)
Telecom Services Field Trip Recap (04/01/2011)
Telecommunications Equipment Comparative Valuation (03/28/2011)
Comparative Valuation (03/28/2011)
Comparative Valuation (03/14/2011)
Comparative Valuation (03/07/2011)
Comparative Valuation (02/28/2011)
Comparative Valuation (02/22/2011)
Comparative Valuation (02/14/2011)
Field Trip (02/11/2011)
Comparative Valuation (02/07/2011)
Comparative Valuation (01/31/2011)
Comparative Valuation (01/24/2011)
Comparative Valuation (01/18/2011)
Comparative Valuation (01/10/2011)
Comparative Valuation (01/03/2011)
Comparative Valuation (12/28/2010)
Comparative Valuation (12/20/2010)
Comparative Valuation (12/13/2010)
Comparative Valuation (12/06/2010)
Comparative Valuation (11/29/2010)
Comparative Valuation (11/22/2010)
Comparative Valuation (11/08/2010)
Comparative Valuation (11/01/2010)
Comparative Valuation (10/25/2010)
Comparative Valuation (10/18/2010)
Comparative Valuation (10/11/2010)
Comparative Valuation (10/04/2010)
Comparitive Valuation (09/27/2010)
Comparative Valuation (09/20/2010)
Telecommunications Services - Comparative Valuation (09/13/2010)
Outlook Favorable for Broadband, Hosting and Infrastructure (09/09/2010)
Comparative Valuation (09/07/2010)
Comparative Valuation (08/30/2010)
Comparative Valuation (08/23/2010)
Comparative Valuation (08/16/2010)
Comparative Valuation (08/09/2010)
Valuation Table (08/02/2010)
Field Trip (07/29/2010)
Comparative Valuation (07/26/2010)
Valuation Table (07/19/2010)
Telecommunications Services - Weekly Valuation Table (07/12/2010)
Telecommunication Services - Comparative Valuation (07/06/2010)
Telecom Services - Comparative Valuation (06/28/2010)
Telecom Services - Comparative Valuation (06/21/2010)
Telecommunication Services Field Trip (06/16/2010)
Comparative Valuation (06/14/2010)
Comparative Valuation (06/07/2010)
Comparative Valuation (06/02/2010)
Comparative Valuation (05/17/2010)
Comparative Valuation (05/03/2010)
Telecommunications Services - Comparative Valuation (04/19/2010)
Telecommunications Services - Comparative Valuation (04/05/2010)
Telecommunications Services - Comparative Valuation (03/29/2010)
Thoughts From CTIA (03/26/2010)
Telecommunications Services - Comparative Valuation (03/22/2010)
Telecommunications Services - Comparative Valuation (03/15/2010)
Telecommunications Services - Comparative Valuation (03/08/2010)
Telecommunications Services - Comparative Valuation (03/01/2010)
Telecommunications Services - Comparative Valuation (02/22/2010)
Telecommunications Services - Comparative Valuation (02/08/2010)
Telecommunications Services - Comparative Valuation (02/02/2010)
Telecommunications Services - Comparative Valuation (01/25/2010)
Telecommunications Services - Comparative Valuation (01/19/2010)
Telecommunications Services - Comparative Valuation (01/11/2010)
Telecommunications Services - Comparative Valuation (01/04/2010)