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Rich Tehrani
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| Communications and Technology Blog - Latest news in IP communications, telecom, VoIP, call center & CRM space

AT&T

Software Telcos Based on NFV Want Less Equipment Provider M&A

June 18, 2013

Mergers are nothing new but about a decade ago in the telecom market they reached a fever pitch when SBC purchased AT&T and rebranded itself with the name of the acquired company. At the time it became common in the industry to believe consolidation among carriers meant consolidation needed to take place at the equipment supplier level.

The idea is if you have fewer customers, you have less pricing power which means lower overhead with means merging suppliers can eliminate redundant costs such as accounting, marketing, HR and other “synergistic” areas of the business.

Large carriers have also been known for choosing large suppliers for their hardware needs as they felt these larger companies were more likely to be around to support them in the future as they roll out their solutions.

Metaswitch Clearwater: Game Changing Open Source IMS Initiative

May 8, 2013

The march to a software telco world is progressing nicely

Communications service providers are at war with OTT providers and need to ensure they are able to battle on as level a playing field as possible. There are significant costs associated with running a major telco and hardware infrastructure certainly ranks high among them. Sure, OTT providers like Skype and WhatsApp have infrastructure costs as well but they often leverage standard servers and software to achieve their goals.

AT&T: From Dumb Pipe to Security and Home Automation

April 26, 2013

There has been talk within the telecom industry for many years regarding whether communications service providers would eventually just become providers of dumb pipes or provide added value they can charge for. The move to IMS in-part was supposed to allow these companies to add more apps and services to their offerings, allowing them to generate more revenue.

When Apple opened up its iPhone platform, hundreds of thousands of apps began to do many of the things telcos would have liked to provide. Moreover, many functions which telcos used to charge for like SMS were given away for free from the likes of WhatsApp and Facebook.

On Screen Size, Apple is From Mars, Samsung from Venus

April 24, 2013

For many years now I have waxed poetic about the need for Apple to create a large screen phone. With the latest iteration of the iPhone, the “5” they decided to elongate the device but not make it wider. To me, this mistake is the worst that Apple has made since ignoring the market for seven-inch tablets and then playing catch-up with the iPad mini.

At first, when asked about larger screen phones, Apple said that they didn’t fit in the hand.

FCC Commissioner Adelstein Speaks at ITEXPO/Super WiFi Summit

January 17, 2013

Many people who read that former Apple CEO John Sculley is speaking at ITEXPO wondered why I didn’t mention former FCC Commissioner, Jonathan Adelstein is also speaking. I really didn’t have an answer except to say a post will be forthcoming on the matter. Here is that post.

Mr. Adelstein will deliver a keynote address on “Investing in America’s Wireless Future” at Super Wi-Fi Summit on Wednesday, January 30, at 9 a.m.

It's an App Eat App World

January 17, 2013

Peter Bernstein has a great analysis piece on how the Unilever/Slim-Fast empire is struggling in-part because the company was too slow to come out with an app as well as the fact that other competitors have expanded their offerings to match the company or even take the lead. Personal experience has shown that the majority of my friends and acquaintances are now using apps to track their fitness – running and/or eating via calorie counting.

It’s amazing to me that even a company which profits handsomely from items sold in grocery stores can lose share because it didn’t provide apps on smartphones. This is in contrast to Starbucks who I tweeted about earlier this week – they really think mobile and social are crucial to their future.

Shockingly Nortel's Frank Dunn not Found Guilty in Canada

January 15, 2013

In February 2004 I was invited to a Nortel analyst day. The Canadian telecom giant had great news to share about their worldwide sales – especially in China. CEO Frank Dunn was the primary speaker at the conference and explained just how well the company was doing. Thereafter, I met with division head after division head and the story kept getting better.

Apple Production Cuts May Just Mean a New Model is Coming

January 14, 2013

I truly believe Apple has no choice but to finally succumb to the larger phone trend I have been harping about for over 2.5 years. Today’s news that the company has cut production of current models coupled with rumors of a larger phone coming may just mean we will see a new model soon.

And this would be the potential reason for the cuts - if the news is even accurate.

Certainly, the company’s share price dipping below $500 isn’t good news. Moreover, rumors of a curved screen device have been circulating for a long time.



How Mobile Will Destroy Retail Margins

December 21, 2012


Some of the news of the week has to do with eBay deciding mobile advertising doesn’t work for them as it clutters small screens and doesn’t provide that much revenue. This seems to make sense but if you think this in any way is going to change the impact of mobile advertising and commerce you are dead wrong.

Logic and rumors tell us Amazon will be releasing a telephone soon and the reasoning for them to do so goes far beyond expanding its ecosystem and pushing people to download apps and watch videos online.

Location based advertising is where everything is going.

Chinese Government Funds Global Telecom Roll Outs Through ZTE

December 20, 2012

With global uncertainty the norm, many carriers have struggled to get financing for new infrastructure projects and in fact they have been a bit hesitant to spend on areas other than wireless where ROI is much more predictable. Subsequently, the financial challenges facing Alcatel-Lucent, Nokia Siemens Networks, ZTE and others aren’t expected to dissipate any time soon. What may be a surprise to some though is how ZTE, a Chinese telecom equipment manufacturer with relatively low costs could have lost $414 in Q3 of this year while seeing sales drop by 13% and gross margins cut in half.

In response to this decline, China Development Bank (CDB) an entity controlled by the Chinese government has given the company a $20B line of credit at very low rates allowing it to streamline operations, continue its expansion and perhaps most importantly finance its customers’ purchases.

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