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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

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Polycom Has Great Earnings

January 20, 2011

ITEXPO East 2011 speaker and exhibitor Polycom just announced earnings which were ahead of expectations. Fourth quarter net-income soared two and a half times to $33M or 37 center per share. Earnings were 49 cents per share beating analyst estimates of 43 cents.

Another ITEXPO participant Adtran announced amazing earnings this week and it is a very exciting time to be in the tech and communications spaces.

As always, there are winners and losers but it seems for companies who can execute and hedge their bets by playing in multiple markets, you can do very well - as evidenced by the positive earnings news from many players in the market.

See these and many other leading tech companies at ITEXPO in Miami in about two weeks.











ITEXPO Reseller Week Podcast

January 20, 2011

Suzanne Bowen from DIDX just performed a podcast with industry icon Max Schroeder the Senior VP of Faxcore. Max is an expert in fax and extremely knowledgeable about IP communications. He recently was interviewed by Suzanne about fax over IP, reseller opportunities and Reseller Week which is part of ITEXPO Feb 2-4, 2011.

Max also pre-breaks news about a virtual appliance his company will release and you can see it first at ITEXPO.

Take a listen here.

$25 Per MB for M2M Just Tip of Iceberg

January 20, 2011

Stacey Higginbotham points out $25/MB is a tremendous amount of revenue and a great reason for carriers to love M2M. Another reason carriers love it has to do with the fact that that the old models of ARPU, churn and device subsidies go out the window. Sprint's Wayne Ward explained this to me in October of 2009 and went on to say you don't even need to deal with customers regarding rates as the machines do all the talking.

Finally, he explained you can even use your older networks as M2M apps typically do not require tremendous speed or throughput.

Obviously these are some of the reasons why carriers are excited about the M2M market - not to mention market projections of 2.1 billion M2M connections in ten years. This is up from 61 million today.

Steve Hilton Principal Analyst at Analysis Mason says, "With a year-on-year growth rate of between 36% and 52%, M2M seeks to be one of the fastest-growing connectivity sectors in the next decade."

All this M2M talk reminds me of the upcoming M2M Evolution conference in Miami in two weeks.







ShoreTel Filling the Nortel Void?

January 20, 2011

Jeff Wiener at The Telecom Blog predicts 2011 will be a huge year for ShoreTel and as supporting evidence he cites distribution deals with Catalyst/Scansource and Westcon - traditional Avaya partners. He quotes ShoreTel's Kevin Gavin who says the company is looking to fill the void left at the table in the wake of Avaya's Nortel acquisition.

Indeed, ShoreTel has been seeing positive momentum in terms of perception - there is no question about that and I wouldn't be surprised to see them gaining market-share in the future.

Mitel could have certainly been the company to step up to the plate - they have always had great technology and the Inter-Tel acquisition of a few years back really broadened their product line and distribution. The challenge is the company's outward communications have been spotty - they promote themselves and then go dark. Mostly they're dark.



tw telecom Sponsors ITEXPO in Miami

January 19, 2011

I just learned that managed networking solutions provider will be a gold sponsor of ITEXPO February 2-4 in the Miami Beach Convention Center.

tw telecom’s national fiber network spans 27,000 route miles, and directly connects more than 11,000 commercial buildings. tw telecom also provides co-location services to enterprise customers and service providers across the country.

We are thrilled to have them add to the momentum of the world's leading communications and technology conference which takes place in about two weeks.

ITEXPO Honored as One of Top 50 Fastest Growing

January 19, 2011

We are honored to have ITEXPO be one of the fastest growing trade shows by Trade Show Executive in their Fastest 50 Awards. Much thanks goes to all of TMC's readers as well as our sponsors, attendees, partners, vendors who supply us decorating services, audio/visual, etc and of course the tireless TMC team who works around the clock to over-deliver for customers.

ITEXPO East 2011 takes place in 13 days - Feb 2-4, 2011 in Miami and I look forward to thanking you all in person at the event.

Adtran, IBM, Apple Blow Out Earnings

January 19, 2011

ITEXPO gold sponsor and TMC Global Online Community customer Adtran just announced blowout earnings – fourth quarter profit doubled and sales grew 33%. Net income was $35.96 million or $0.56 per share. Broadband growth was 75% over the previous year led by sales of the Total Access 5000 platform while internetworking grew 37% and optical grew 24%.

Some of this growth was likely due to the Government’s Broadband Stimulus rollout but the declaration of a 9 cent per share dividend shows there is strong confidence that the company sees a bright future even as the program has ended.

Cbeyond Cloud Goes Beyond Footprint

January 18, 2011

Upcoming ITEXPO East 2011 exhibitor Cbeyond has been traditionally limited by the footprint where it could provide broadband services as a CLEC/ISP but is now expanding its cloud services nationwide. With a range of services from dedicated to SQL servers, the new Cbeyond Cloud Services division provides similar offerings to the former MaximumASP – the company which was recently acquired in order to power The Atlanta-based company’s US cloud offerings.

To learn about the company’s indirect sales channel objectives, sales cycle duration and diversification strategies, I invite you to read an article about Cbeyond broken on TMCnet by Mae Kowalke eight days ago.

Google, AT&T, Towerstream, Sonus and Xirrus to Sponsor Regulatory 2.0 Event

January 18, 2011

Hey coffee addicts – I’ve got a way to get you to kick the habit – try to communicate with an audience of millions the benefits and reasons to attend 14+ simultaneous conferences taking place in two weeks in Miami.  Yep, that’s been my goal lately and thanks for your patience as I do my best to keep you posted on all the exciting things happening at ITEXPO and related events while also keeping you informed on all the non-expo related news and information worth covering.

The latest bit of expo news of interest is sponsors to the Regulatory 2.0 Workshop. Google is the official video streaming sponsor and AT&T, Towerstream, Xirrus and Sonus Networks are some of the other sponsors.

Wireless Costs Plummeting Yet We Pay More

January 18, 2011

It’s funny really, we keep hearing how much lower wireless costs are but in reality carriers are devoting almost all of their resources to wireless upgrades and marketing because they are making a killing. And yes, as rates go down, companies seem to be spending more and more and more.

That’s why I was happy to see that The Telecom Expense Management Industry Association (TEMIA) will be at ITEXPO in Miami two weeks from now helping companies of all sizes manage their wireless and other telecom expenses. Telecom costs are not a given and an entire industry of telecom expense management companies have evolved over the years to help organizations manage the complexities and escalating costs of voice and data plans of the wired and wireless variety.

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