Peter : On Rad's Radar?
Peter

On Rad's Radar?

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

cableco

The RBOCs: Copper, Spectrum, Regulation and Sales

February 3, 2015

We have just 2 RBOCs - regional Bell companies left - AT&T and Verizon. You might consider CenturyLink an RBOC (because of US West), but since they don't have the same business model as the other 2, I just mean the two Bell-head companies with their Jekyll cellular side.

Both have been running from wireline for a while -- since maybe 2006. I think they wanted forbearance to get rid of unions and that copper plant.

Posted in FCC, FTC, broadband, cableco, cellular, mergers, politics, spectrum, wireless, wireline

The New Broadband Definition

February 3, 2015

We know that Obama and the Comcast CEO are golfing buddies, but I didn't see it coming that in one fell swoop cable would become the sole broadband provider for America. The FCC adopted a new definition of broadband at its January meeting, raising benchmark speeds to 25 Mbps download/3 Mbps upload, from the current 4 Mbps/1 Mbps standard. Effectively DSL is no longer broadband.

This will mean less CAF and USF monies to telcos, since they don't offer broadband any longer.

Posted in FCC, broadband, cableco, politics

End of Year Tidbits

December 22, 2014

Stop watching the news. Seriously. It's nothing but depressing stuff. It is no way to end the day (go to sleep) or no way to start the day. Read something for 15 minutes instead.

Posted in Marketing, broadband, cableco, cloud computing, duopoly, voip, wi-fi

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.

Posted in CLEC, cableco, hosted uc, mergers

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.

Posted in CLEC, Marketing, cableco, ethernet, mergers, sales and selling, wireline

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.

Posted in cableco, mergers, metaswitch, security, voip, wireless
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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.

Posted in VAR, cableco, channel, cloud computing, msp

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.

Posted in PBX, cableco, mergers, mobile, wi-fi

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.

Posted in IPTV, cableco

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.

Posted in TEM, VAR, agents, cableco, jobs, master agency, xo
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