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

cableco

20 Years and what?

February 10, 2016

So we are at the 20 year anniversary of the Telecom Act of 1996. So many companies have come and gone. So many billions have been invested. And yet the largest telecom providers are Comcast, AT&T and Verizon.

And Start the New Year Now (Tidbits # 2427)

January 4, 2016

ITEXPO is in Ft Lauderdale in 20 days. Will you be there?

Our ITEXPO panel on Open Source for Service Providers will be using Dialogic's study, which is examined in this blog post by Jim Machi of Dialogic.

Some good reads to start off the new year.

Sliding into 2016

December 22, 2015

As we slide into 2016, the web is full of predictions. (Bill Miller's UC predictions are here.)

2015 consisted of M&A, musical chairs and hacks. Next year, more of the same.

Non-competitive Broadband

December 8, 2015

The FCC defines broadband at 25 Mbps by 3 Mbps. At that speed, most Americans have one choice: cable!

How funny is it that telcos had DSL in the Lab in the late 1960s and didn't roll it out until Covad, Northpoint and Rhythms basically forced their hand. They then pushed all 3 into bankruptcy to be the sole high speed Internet providers -- except for a smattering of independent ISPs that they would kill off later.

Mergers, Acquisitions and Moves

November 9, 2015

There has been a lot of activity in the last couple of weeks in the telecom sector. Here are the highlights.

Verizon decided to put its Enterprise business up for sale for $10B. Rumor has it that the data center business (formerly known as Terremark) has been up for sale for a while.

Some Companies Are Doing Well, Some Not

November 3, 2015

The quarterly revenue numbers are coming in with some companies doing well, some notsomuch.

The cablecos are doing well. The top 4 (public) MSOs - Comcast, TWC, Charter, Cablevision - "these four companies alone accounted for about 22% ($8.8 billion) of the $40 billion annual special access market in 2014," according to a Forbes columnist.

"Comcast's business services revenue increased 21.9% in 2014 and 26.4% in 2013." Comcast Business does $1.2B per quarter - making them one of the largest CLECs!

TV is Moving to the Internet

October 27, 2015

TWC is trialing Internet TV. "The beta service will let some customers get online Internet TV services, without requiring a cable connection, through a Roku 3 device," according to eweek.

Comcast Xfinity, Verizon, Boingo, DISH (Sling TV) have joined Hulu, HBO, Starz, and CBS with streaming TV services. It will all move to IP -- not necessarily over the Internet.

Juniper is a Cable Pusher

October 6, 2015

Juniper Networks is now pushing its VAR partners into the cable channel, getting them to sell cable services. It is pitched as cable is the cable to connect to the cloud. [see webcast video here] Comcast Business was on the webinar but they pitched their sisters too.

"One of the first integrated programs is the Cable Business Service Program.

The Cable Triumverate

October 4, 2015

At a master agency, Microcorp One-on-One, the Cable 3 Sisters gave a presentation together. They have been sharing booth space for a couple of years - and presenting together for a while. This was my first view of it.

The push is on to fiber.

The Broadband Competition Problem

September 23, 2015

Big discussion over at AVC on Fred Wilson's blog post about the lack of broadband competition. After the broadband report came out, this apparently was a shock to some:

"Today, nearly 40 percent of American households either do not have the option of purchasing a wired 10 Mbps connection or they must buy it from a single provider. Three out of four Americans do not have a choice of providers for broadband at 25 Mbps, the speed increasingly recognized as a baseline for broadband access."

The discussion revolves around - surprise - arbitrage! There would be investment IF there was enough money in last mile residential; if regulation was lighter; if, if, if.

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