Charlie Reed

Why SDN will be at the Centre of African Telecoms Infrastructure Development

As featured in Developing Telecoms

By Charlie Reed and Arsene Baliki

Over the past decade, the use of Information Communication and Technology (ICT) has grown rapidly in Africa, with Africans using mobile phones, the Internet and email for both work …

Charlie Reed

Is it cheaper to build or buy a fiber network? It depends.

In the last week, we have seen ~$3B of transaction value between the Crown Castle/Sunesys and Lightower/Fibertech transactions at multiples as high as ~15x (EV/EBITDA).  These are some of the highest multiples the industry has seen in recent history, sparking …

Charlie Reed

Trends in Optical Transport

As featured in Jaymie Scotto & Associates

ATLANTIC-ACM Partner, Charlie Reed discusses trends in Optical Transport at a JSA TV C-level round table

Charlie Reed

Top Business Telecom Networking Trends in 2015

As featured in Telecom Ramblings

Technology is redefining the core products and operations in almost every industry. The role of the CIO (or CTO or CDO, etc.) is becoming central to marketing, operations, product development, customer support, security, financial analysis, …

Charlie Reed

Level 3 – tw telecom Deal to Create New “Major Player” in Business Telecom

Background:

Level 3 announced the planned acquisition of tw telecom for approximately $5.68B in a cash and stock transaction.

Analysis:
If consummated, the deal will have the following impacts on the market:

  • The deal will help both companies compete. tw
Charlie Reed

Comcast-Time Warner Cable Merger to Create Fourth Largest Business Services Player

Today, the Time Warner Cable merger saga came to a tentative conclusion as Comcast agreed to purchase the company in a deal worth $45.2 billion, or $154 a share. There are many implications in this deal for consumer services, which …

Charlie Reed

Top Telecom Business Trends in 2014

Technologists will be part of every initiative. As CEOs, CMOs, CFOs and other key roles increasingly become integrated with the CIO/CTO role, companies will leverage advancements in big data, gamification, social networking, collaboration, data analytics machine learning, context marketing …

Charlie Reed

Business Wireline Trends in 2013

Migration to new technologies, diversification of products and services, and cable companies capturing market share will color the business wireline landscape this year.  The following are some trends to watch for as 2013 plays out:

  • Company spending remains measured through