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

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What to Do About Dipping revenue and Profits?

August 15, 2013

These headlines are worrisome.

Weaker-Than-Expected Channel Sales Impact CenturyLink

tw telecom Revenue Grows, Profit Dips

Windstream Profit Falls 22%, Business-Service Revenue Up

Revenue is up, profit is down.

AT&T Taking a Leap

July 15, 2013

Bloomberg reported over the weekend that AT&T was going to buy Leap Wireless - for the spectrum of course - for about $1.2B.

"San Diego-based Leap also has $2.8 billion in net debt." Which will be added to AT&T's already massive debt load of $74 Billion in debt

VZW and AT&T are in spectrum hording mode. Most of the postpaid crowd (contracts) buy smartphones and use tablets on family plans.

Cellco Networks Congested

July 8, 2013

You know how everyone makes fun of ATT's congested cellular network? Well, according to Bloomberg, VZW is having the same issue.

Verizon Wireless is America's most heavily used mobile-phone carrier, with 93 million monthly subscribers (second-place AT&T (T) has 71 million). The telecom has continued to attract more new customers than its biggest rivals in recent quarters with ad campaigns that boast about its network's speed.

Are We Still Talking About the Phone?

May 15, 2013

It is still about the phone.

Cell companies are stuck. After years of leveraged cool handsets to drive sales, cellcos are stuck as hardware providers - subsidized hardware too.

Cellcos aren't alone.

Business is a Thinking Man's Sport

May 9, 2013

When I heard Mark Sanborn call business a thinking man's spot, it made me smile and then think. Oddly, most of these news items have all fallen in my lap today. It made me re-think how the value added distributors (VADs), like Tech Data, were going to morph.

Tech Data is the 2nd largest VAD at $26 Billion after Ingram Micro (at $37.8 Billion in sales), but TD is located in Tampa Bay, where I reside.

The New FCC Chairman Might be Biased

May 2, 2013

In 2009, when Robert McDowell was nominated to be an FCC Chairman, the competitive telecom world cheered, because McDowell used to work at COMPTEL. They thought that Bush had given them a little help in the FCC. Oh, how very wrong they were. All the help in the FCC came from Michael Copps and Jonathan Adelstein.

What Happens When

April 30, 2013

I Was All Set with SoftSprint

April 15, 2013

I was already calling it SoftSprint or SprintSoft when Softbank announced a deal to buy 70% of Sprint for $20.1 Billion. Now Charlie Ergen has decided to make an offer for the whole company at $25.5 Billion. DISH is sitting on $10 billion in cash - and some 4G spectrum. DISH made a case to purchase Clearwire, but Sprint rebuffed that offer - by buying Clearwire.

What Did I Miss?

March 26, 2013

After making the news for supposedly canceling tele-working (which they only did for 200 distracted employees), Yahoo! is not acquiring. First, Y! bought Jybe, a social recommendation site. Now, "Yahoo announced it is snagging the mobile news reader Summly, created by 15-year-old Nick D'Aloisio," according to the USA Today.

Some Interesting Reads

March 13, 2013

Zayo CEO Dan Caruso wrote a good blog titled "Is Bandwidth Production Lucrative?". In the wake of Jim Crowe stepping down at Level3, Caruso's analysis of the fiber players in an interesting read.

Personally, I think these CEOs - Crowe, Hesse, and others - have to take more responsibility for revenue, integration, value and culture. The role of CEO is more than just setting some ambiguous vision that your reports then have to crystallize and execute on.

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