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

cableco

What Will Consolidation Mean in 2015

December 11, 2014

Rob Powell has a good post collecting some of the M&A activity this year. He makes note that the Comcast-TWC-Charter transaction will create a $7B business CLEC. Seven billion dollar business is larger than Level3 (at $6.4B) or Windstream (with just under $6B) or even Frontier (whose $4.5B is mainly residential). Relatively, CenturyLink is doing $17B.

Comcast Merger Will Pressure CLECs

November 19, 2014

The CLEC industry has a few problems:

  1. TDM-to-IP Transition
  2. USF Reform (E-Rate, ETC)
  3. Consolidation
  4. Special Access Pricing

The biggest problem by far is the Comcast-TWC merger. It will replace 2 large MSOs (Comcast + TWC) with 2 much larger service providers (Comcast & Charter). Comcast is already huge - $17B in the last Quarter! Smaller than AT&T's consolidated revenues of $33.0 billion for the quarter ended September 30, 2014.

Moves in the Market

October 3, 2014

Windstream has acquired Chicago-based Business Only Broadband, a fixed wireless enterprise services provider with operations in Chicago, New York City, northern New Jersey and Milwaukee. [press release] While I know that BOB says enterprise broadband, I can't fathom what WIND is going to do with BOB. Other CLECs have acquired fixed wireless assets - including Covad/Megapath, Telepacific and recentlyAirband by UNSi (acquired by GTT this week). Fixed Wirless works when you have a team dedicated to it.

Peter's View: The Channel Ecosystem

September 16, 2014

I read CRAIG'S VIEW: THE NEW CHANNEL ECOSYSTEM by Craig Schlagbaum, channel chief at Comcast. My response was too long for a LinkedIn discussion.

Craig, you make the same points that I have heard since Tiffani Bova first spoke at Channel Partners in Boston -- in 2008. Six years later.

What Did I Miss Part 34

September 4, 2014

Merger Details Emerge

In the mix of the Comcast-TWC merger will emerge a new MSO created by divestitures and swaps called GreatLand Connections, previously called SpinCo. Charter will own one-third and operate it, says Telecompetitor.

The FCC has received a lot of comments on this merger docket and many are anti-merger. I think it would be a mess for consumers - and the result would be a much larger Comcast that is too large already.

What If Cable Didn't Sell TV?

August 21, 2014

"Leichtman Research Group (LRG) says the largest U.S. cable TV operators now have more high speed access customers than they do video customers, according to Bruce Leichtman, LRG president and principal analyst." [telecompetitor]

In a conversation today, a cable exec said, "What if cable didn't sell cable TV any more?" Great question!

Cablecos make more profit on broadband and voice than they do on TV.

Some Tampa Bay Telecom Tidbits

August 18, 2014

Highwire Telecom in Florida had a re-org and a few people were let go. Highwire is a TEM and auditing firm here in Tampa, Florida.

Bright House is chasing Enterprise with its fiber and Hosted PBX service (powered by their Telovations acquisition). BHN is also involved in the local start-up scene in Tampa Bay.

These 3 Do Everything Together

August 18, 2014

What Did I Miss?

August 15, 2014

A couple of data center acquisitions happened (and some other notes). Shaw Communications, a Canadian cableco, came down to acquire the data center company, ViaWest, for about $1.2 Billion from the private equity owners. [pr]

The other move: Alpheus bought StratITsphere's retail datacenter business.

The Whirl Factor

July 22, 2014

There was a good blog post on the TDCloud blog titled, "What's Your "Whirl Factor?" It was a good read.

"If the industry as a whole knew how awesome your product was--if they really understood all the differentiating features and the benefits of using it--would they still get behind it? Would sales people actively sell it? Would customers be lining up to buy it?"

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