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Equinix held its financial and industry analyst event in New York City on June 22–24. Ovum covered the event in companion reports, with this brief focusing on the new opportunities for carrier-neutral providers and optical network vendors created by the investment and expansion of subsea networks.


  • Internet content providers (ICPs) are commissioning subsea cables. This new deep-pocketed buyer category is moving into a new sector, a welcome buying catalyst for the optical network community.

Features and Benefits

  • Discusses new dynamics in the subsea business.
  • Discusses new dynamics in the carrier-neutral business?

Key questions answered

  • How can Equinix strengthen its market position?
  • Are there new cable termination models?

Table of contents


  • In brief
  • Ovum view
  • Key messages


  • Methodology
  • Further reading
  • Author

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