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Unified Communications

Alcatel-Lucent: Mobile Data to be Sold at a Loss

October 27, 2010

Alcatel-Lucent has a dire warning for wireless carriers and investors… You just aren’t going to make money from wireless broadband. The timing couldn’t be better <sarcasm> to get the news as global carriers are pouring billions into their 4G networks.

What leads the company to this conclusion? The challenge is operators are starting to tier their pricing which means users can get on broadband networks less expensively – moreover, voice revenue is paying much of the carrier bill and as it declines in lockstep with the cost of data plans – carriers could be losing money for years to come.

Astricon 2010 Kicks off to Standing Room Only Crowd

October 26, 2010

Anana Enables Social Networking Dial-Tone

October 25, 2010

It was only a matter of time – social networking has permeated so many aspects of our lives that almost one-in-five divorces cite Facebook as part of the reason for the split! Moreover, in some countries a single text message is legal grounds for divorce. But wait, how did I get on this tangent? This was supposed to be a happy story about how social networking has integrated with telephone service like never before, enabling carriers to generate revenue by tapping into one of the most popular phenomenons on the planet.

BroadSoft BroadCloud a Smart Move

October 25, 2010

Moving from equipment to the cloud is very smart move and something I noticed many vendors at the recent ITEXPO in Los Angeles were focused on doing. Just as VARs and channel partner/MSPs have shifted from once selling hardware to services for the recurring revenue and to offset shrinking margins, I expect many hardware providers to follow suit.

As the trend continues expect prices for services to drop in response to greater supply in the market. Why?

TV End Game has Google Written All Over It

October 22, 2010

After a whirlwind tour of SATCON and Content & Communications World which took place last week, 4G World and Interop which took place this week and over a hundred meetings, I find myself ruminating over numerous discussions about where things are headed – in terms of content, technology, entertainment and apps.

There are macro trends which are intersecting and diverging and as much as I would like to say I have 100% clarity about it all, I don’t – but I do believe I have enough observations to share in order to get investors and innovators thinking about what the future will look like.

Over the last 30 years the rise of cable and then satellite radio shows consumers will pay money for content and in many cases for the ability to reduce the amount of commercials they consume.

But this idea is under attack from yet another trend emerging over the last few years.

Hope To Start Blogging Again Tomorrow

October 21, 2010

Broadvox Buys Cypress - Advice to Acquirers

October 17, 2010

TMC blogger, Peter Radizeski may have set two records in breaking news of two acquisitions in one day. If that isn't a record, certainly the fact that both acquiring companies start with the same five letters has to make it into the Guinness Book.

First there was Broadsoft acquiring Casabi which I commented on last week. Next there was Broadvox acquiring Cypress Communications which Peter broke here and follwed up on here. TMC's Paula Bernier added her opinions to the mix and further reminds us of a slew of other acquisitions taking place in the market.

My thoughts on the matter are fairly simple and straightforward.



Broadsoft Acquires Casabi

October 14, 2010

TMC's Juliana Kenny wrote a piece yesterday titled Broadsoft Acquires Casabi, Rumor or No? which points to a piece written by TMCnet blogger Peter Radizeski breaking the story on Broadsoft acquiring Casabi.

The company just confirmed the deal and had this to say:

Today BroadSoft signed a definitive agreement to acquire Casabi, a provider of cloud-based content and messaging applications for the consumer market, for approximately $1.95 million. Casabi’s hosted application enables family members to stay organized through SMS and by sending group text messages to any phone number (fixed-line or mobile), access voicemail, make real-time updates to a family calendar and share a network address book.

 Key aspects of the acquisition:

·      Comcast works with Casabi to develop and deliver consumer-friendly communications services to Xfinity customers, and this acquisition will build upon those customer efforts.





Interactive Intelligence Announces Positive Preliminary Earnings

October 12, 2010

There are a few things I wish for regarding earnings in the tech space.

  • I wish I had time to give my thoughts on every announcement
  • I wish they were all as good as what Interactive Intelligence just accomplished
In short the company just released preliminary third-quarter numbers and said they had nine orders over $1 million with two of them being larger than $2M. I am not sure how this compares with past quarters but regardless, these are significant customer sizes in an era of price compression.

The company says its cloud offering is doing well and you may recall company CMO Joe Staples spent some time recently (video) in the TMC Newsroom giving me details of the launch.

ININ expects total revenue to be between $41-$42 million with GAAP net income between $3.3-$3.9M. Last year the number was $2.8M meaning an increase of at least 17% over last year's sales.

According to founder and CEO Dr. Don Brown, the size of the deals gives the company increased operating leverage and revenue growth.

ININ CMO Joe Staples addresses a standing-room-only crowd last week at the first ever TMC Social CRM Expo




Here are additional details regarding the company's earnings:

Interactive Intelligence plans to issue a press release announcing its final 2010 third-quarter results Nov. 1 at 4 p.m. Eastern daylight time.


















ITEXPO West 2010 Avaya Flare Keynote in LA

October 5, 2010

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