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

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Europe Invades American Cable

May 21, 2015

The French group Altice SA, controlled by Patrick Drahi, made a bid of $9.1 billion for Suddenlink - and is rumored to be looking at TWC. Yesterday, during a lunch discussion with TMC's CEO, Rich Tehrani, I mentioned how over-leveraged most of the Duopoly is. Verizon, AT&T, C-Link, Frontier, Comcast, WIND - all have an overloaded debt to revenue ratio. Rich explained that the name of the game is share price and cheap money.

Greedy Content Increases Your Cable Bills

May 4, 2015

As much as I have a mad on for the ILECs, in this case, folks need to know that the content companies are the ones increasing your TV bills -- not the cable or telco.

Bundling is a tactic that the content bullies use to force 7 ESPN's on you or the Speed channel or other nonsense. ESPN - owned by Disney/ABC, just one of the 6 - yes 6 - companies that own most of the media content - requires cablecos to carry all 7 ESPN channels AND that two have to be in the general package, so that they can bill for every subscriber that the MSO has.

Frontier demonstrated that FiOS TV was unprofitable, when it took over VZ territories in 2011.

M&A Rumor Mill

May 4, 2015

One big rumor is that Salesforce is being acquired. Google, Microsoft and even Oracle have all been mentioned. Although Oracle has said they will profit more if someone else buys Salesforce.

By the way, just the rumor made a lot of folks at Salesforce extra money as the stock bumped up 10% on the rumor.

A TWC Story

May 1, 2015

A reader sent me a story about the difficulty of adding the voice mobility package to the company's TWCBC voice service. "Over the past 7 days, I have put in 3-4 hours in working trying to get this simple feature added and have spoken with 3 sales reps, a retention rep, and several others in other departments." Frustration with the process and the company is natural in telecom. This isn't TV any more. But then that is why TWC was for sale.

News Tidbits Part 2917

April 27, 2015

Windstream's telecommunications network assets were spun off into a REIT named Communications Sales and Leasing, Inc. that is trading on Nasdaq as symbol CSAL today.

Comcast removed itself from the $45B acquisition of TWC. Both the DOJ and the FCC were opposed to it. Comcast is facing other issues, like cord-cutting and the demise of the pay-cable-TV model that it was built on.

Charter Ditches Wholesale

April 22, 2015

Charter made some moves recently including bidding from Bright House Networks, bidding for TWC and re-branding its business services. It lost the TWC bid to Comcast. The BHN bid is contingent on the TWC purchase. The re-branding is a page out of Cablevision: its business services are called Optimum and its Metro Ethernet services are branded as Lightpath.

The Race to Gigabit is About Business

April 15, 2015

The cable companies racing to Gigabit networks isn't about delivering ultra-fast broadband to consumers. The Gigabit announcements get them good PR in DC, where the largest MSOs are waiting for approval for acquisitions (Comcast for TWC; Charter for Bright House). Comcast, as the largest MSO, has a poor reputation for customer service and for Net Neutrality. The Comcast-Verizon squeeze on Netflix was probably the number 1 reason the FCC received millions of public comments and laid down the law.

Top Tampa ISPs Sell Out

March 31, 2015

Last month, Verizon announced that it was selling wireline assets of VZT in Florida, California and Texas to Frontier. Today, Charter announced a deal to buy Bright House Networks for about $5K per subscriber or about 2.8x revenue. [Charter is only buying 73% of BHN, which may be just to take care of the hanging chad that is BHN in the TWC deal.]

Tampa Bay was the market that Verizon tested FiOS head-to-head against cable.

What's With the MSO Consolidation?

March 26, 2015

Charter was the first company to make a play for TWC. Now reports are in that Charter is chasing Bright House. Comcast is still waiting for its three-way deal with TWC and Charter to pass regulatory. The FCC paused the clock again today.

At the FCC

February 24, 2015

While a lot is happening at the FCC, I haven't written much about it. My focus has been elsewhere - and most readers couldn't care less about regulatory. That said the USF Reform is still going on, including E-Rate program changes, Rural Broadband experiments, and CAF funding fights (between WISPs and ILECs). The AWS-3 spectrum auction had 4 big winners: VZW, ATT, DISH and the FCC coffers to the tune of $40 billion.

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