What Did I Miss?

Peter : On Rad's Radar?
Peter
| Peter Radizeski of RAD-INFO, Inc. talking telecom, Cloud, VoIP, CLEC, and The Channel.

What Did I Miss?

After making the news for supposedly canceling tele-working (which they only did for 200 distracted employees), Yahoo is not acquiring. First, Y! bought Jybe, a social recommendation site. Now, "Yahoo announced it is snagging the mobile news reader Summly, created by 15-year-old Nick D'Aloisio," according to the USA Today. Now 17, Nick gets $30 million from Yahoo.

Oracle bought Tekelec, which was known for its Class 4/5 TDM switch in the day, but is now referred to as a signaling company. (Huh?) On the heels of its purchase of Acme Packet, I have to wonder what Oracle sees in the telecom industry that I am missing. Consolidation and bankruptcies are coming. There is too much debt, too much disappearing revenue, and too many companies that do the same thing. There are a thousand VoIP providers out there who could buy a telecom package from oracle IF they had more than 300 customers and any profitable revenue. Unfortunately, most of the VoIP companies can only take orders and not sell. It has become a whore's game of how low can you go - in LD, international, termination, toll-free, and POTS line replacement. It will be interesting to see if these purchases end up being Oracle's Palm.

Global Capacity came out of bankruptcy with a new owner, Pivotal Investment; a new PR firm, iMiller; and new marketing spin in the One Marketplace. Netwolves, UNSI and EarthLink have joined the platform either to sell circuits or to extend their reach for MPLS.

The FCC released its wireless study that Congress requires but doesn't read. ARPU has been steady from 2009-2011 but voice revenue is dropping as data revenue increases. Is the wireless industry competitive? The report doesn't say. What do you think?

Broadsoft released UC-One, its IMS FMC offering. Basically, after signing up 400+ customers, it now has to sell deeper into each account, because there are no more new accounts. So all you BSFT customers, start selling IMS and FMC vis UC-One. Leslie says so.

Broadsoft also blogged that UC demand was outpacing supply, which makes me laugh. On the street, where sales are actually made, customers are seeing 2-4 quotes for phone service. No one is asking for UC, but that doesn't mean unified comms isn't being quoted and sold. Why would the analyst say that? One, he might not be watching enough service providers to see sales growing. Many of the VoIP companies are private and don't do PR or report numbers to anyone, so how would any analyst know the size fo the market, revenues, sales, seats sold, etc.? Two, UC is being quoted but not being purchased - due to poor sales skills or customer sticker shock or the fact that Premise PBX are still selling. Finally, it could be that UC only works with integration. So if the customer isn't using the 3 or 4 applications that integrate with the UC platform, it won't be a good fit (or will require big dollar integration). There are number of reasons why UC sales look dim. A lot of it is education to the customer and to the sales teams, but also a lot of businesses just want fast Internet, a smartphone and cheap dial-tone.

Sprint will start carrying Mitel's hosted PBX solutions as part of its broader Cloud Wholesale Services portfolio.



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