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Peter
| Peter Radizeski of RAD-INFO, Inc. talking telecom, Cloud, VoIP, CLEC, and The Channel.

Breaking Rumor: Verizon to buy XO

Spectrum is the new beach front property according to Peter Radizeski @radinfo and he has a very reliable source which tells him...

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Momentum Trolls Windstream (Going Up-Market)

I received this email yesterday from Momentum with the letter attached (with far too much private info not blacked out.) "As...

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What to expect at MWC 2016

The biggest, baddest (and I mean that in the best way possible!) communications show on the planet, Mobile World Congress, is only...

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New Award Helps Attract Tech Workers in a Competitive Market

Developers in Silicon Valley last a surprisingly short nine months  It’s becoming clear that programmers are in short supply and demand is increasing rapidly, leaving small...

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Monday Morning Thoughts on Sales and Strategy

This testimonial for ANPI by an RLEC is worth listening to just to understand the thinking behind moving to cloud comms....

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Channel Partner Take-aways from CVX

Channel Vision Expo is collocated with ITEXPO. This year MSP Expo was also collocated and Microcorp's Partner learning experience was down...

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The Case for a Real-Time Application Delivery Controller

As the telecom infrastructure world moves to software, there are still “anti-pundits” that question the ability of software to scale and be...

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Tidbits # 2428

February 5, 2016

IOT

Cisco buys Jasper Tech for $1.4 billion, because Jasper's IoT cards are inside GM cars, vending machines and car charging stations.

The number of IoT developers is growing exponentially - "According to VisionMobile's new IoT Megatrends 2016 report, 4.5 million developers are working on IoT applications." According to TechRepublic, these developers are buying into revenue, not hype. Well, I would beg to differ as noted by the shift away from Wearables.

A Big Deal in the Works?

February 3, 2016

The rumors are swirling about a couple of big deals in the works. I think many folks would like to see Comcast buy T-Mobile.

I don't think anyone wants to buy Sprint, whose wireline - the old Pin Drop fiber Network - is only bringing in $581 million in revenue these days. That won't help offset the $33.8 Billion in debt that is hanging over them.

How To Win at UCaaS

February 3, 2016

Wainhouse research says that the UCaaS industry will grow at a rate of 24% year over year. 8x8 is doing that with their revenue. "Total revenue of $53.2 million increased 29% year-over-year; service revenue of $48.9 million increased 29% year-over-year," despite still losing money.

Seeking Alpha wrote, "RingCentral's move upmarket is substantially increasing their revenue per seat and allowing them to drive the top line." Well, same thing at 8x8, which raised its ARPU to $369 from $305 last year.

Momentum Trolls Windstream (Going Up-Market)

February 2, 2016

I received this email yesterday from Momentum with the letter attached (with far too much private info not blacked out.)

"As many of you already know, Windstream is eradicating their SMB Business (Customers billing under $1500) and sending them letters like the one I have attached. Go get your customers and find them a happy home (preferably Momentum) before someone else does. Let me know how I can assist."

Windstream has decided to go up-market.

Monday Morning Thoughts on Sales and Strategy

February 1, 2016

This testimonial for ANPI by an RLEC is worth listening to just to understand the thinking behind moving to cloud comms. Try at least the first 90 seconds.

Seth Godin's blog today describes not a pyramid, but a Frustum. Seth uses the music business as the example, but I see it in the telecom industry today.

The Gist of ITEXPO

January 29, 2016

ITEXPO just ended in Fort Lauderdale, where it was for quite a few years. (The Miami Beach Convention Center is being renovated.) Here are a few things I saw at ITEXPO:

SD-WAN is a better term than SDN (software defined network) and dynamic bandwidth is a better way to talk about it to your customers.

The data center is a pivotal part of any network - VoIP, Enterprise or Service Provider.

Channel Partner Take-aways from CVX

January 29, 2016

Channel Vision Expo is collocated with ITEXPO. This year MSP Expo was also collocated and Microcorp's Partner learning experience was down the street. (Telarus had an event the week before and Metro Connect for carrier execs was in Miami Beach the same week. It was Telecom week in South Florida, although I didn't see Sam Levine and a few other agents I usually run into.

A Shift from CLEC

January 27, 2016

The CLECs have always been channel friendly. It was a mutual love fest because they both needed each other and were being pushed around by the ILECs. Today, the CLECs look ill. All of them are a rag tag collection of acquisitions and mangled integrations.

Sprint wireline business annual "Revenues were $581M, dropping another $18M sequentially" over the total annual revenue of $8.1 Billion.

Telecom Disruption

January 24, 2016

You read about disruption in other industries with household names like Dropbox, Uber, AirBnb and Netflix. Telecom is being picked apart the same way Craigslist started the revenue decline for newspapers.

No one makes voice calls any more. It is all text and chat.

The Storming of Canada

January 22, 2016

Last week, Zayo bought Allstream from MTS. Allstream was a Canadian B2B telecom with a lot of fiber.

Shaw Communications in 2014 bought data center company, ViaWest. There has been a few large transaction across the northern border in the last two years.

Birch is making a move into Canada too.

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