Telecom Tidbits #2435

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

Telecom Tidbits #2435

A lot going on (especially with M&A). The FCC approved the Charter-TWC-BHN merger, despite being fined for blocking third-party modems.

Frontier says that the 30K people affected by the transition (and who still have issues) will get credits and should get over it as 30K represents less than 1% of their customers. The Florida Attorney General jumped on the PR bandwagon to wag her finger at Frontier. When you deregulate phones and then give a pass on an acquisition like this, you can't do more than wag a finger.

Sprint just remembered that they have a fiber network. It only generates about $600M in revenue for them currently - about the same as the revenue VZW makes on IOT.

This is offbeat: The FCC issued an Order ($100K fine) resolving a call completion investigation involving inContact.

Evolve IP took a majority investment from a private equity firm, Great Hill Partners. It is a cash infusion for growth and ramping up. " The Company's services are currently deployed in four continents and 15 countries, to more than 1,300 commercial business accounts with more than 100,000 users, licensed seats and managed end points." This investment makes it a little harder for someone like Vonage to scoop up Evolve IP.

Vonage spent most of its acquisition fund buying twilio's biggest competitor, Nexmo for $230 Million. This is CPaaS, communications platform as a service space that Twilio has owned. This is the elastic VoIP space. It will be the fourth platform that VB will be running, which is an expensive proposition. It is a business more like wholesale VoIP Orig/Term than it is about retail VoIP, which is Vonage's bread and butter. This begs the question how do their salespeople sell this versus UCaaS? Two entirely different businesses.

Diane Meyers at IHS released their Top 10 UCaaS players scorecard: 8x8, Vonage, West, RingCentral, Mitel, Verizon, Star2Star, Broadview Networks, Fuze and Nextiva. 600K seats puts you at the top of the heap. "Landing just outside the top 10 were Comcast, ShoreTel, Cox, CoreDial and Windstream."

Lenovo gets into the UCaaS space with the launch of its "Smart Meeting Room Solution, essentially a unified communications offering which allows various devices and screens to be able to collaborate in a workplace... The solution combines Lenovo's ThinkCentre Tiny desktop with Intel's Unite software."

Streaming video is a big thing for Live events like Blab, FB Live, Periscope and others Rich Tehrani takes a look at it here. Note: no telecom companies are in this space.

Telcos in the US and UK are not making enough SaaS sales. A majority of the SMB cloud revenue is going to the SaaS providers themselves, according to a report.

The Digital Divide is real: Broadband service tends to stop at the poverty line in the US.

The FCC approved Globalstar's spectrum for wi-fi. They want to create a nationwide wi-fi service and charge for it. No idea if the radios in devices can utilize it. Google of course despises this plan.



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