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

CLEC

A Quick Look at Telco Revenues

August 21, 2014

A short take on telco revenues including Earthlink, Windstream, Frontier, Verizon and AT&T. Is it the price revenue squeeze on telecom? Or is it the revenue dip associated with cloud services that have a lower ARPU than TDM ARPU?

"Windstream revenues decreased 2.4% year over year to $1.466 Billion in the second quarter. Data center and managed services revenues, which total approximately $31 million, increased 20 percent from the same period a year ago." [source]

"Service revenues fell 27.7%, while Product revenues reduced 8% year over year.

The Telecom INC5000

August 21, 2014

The 2014 INC5000 list is out - with 134 companies in telecom (including clients).

VoIP

Callis (now owned by C Spire) ($11M), Telesphere ($32M), Simple Signal ($11M), VoIP Innovations ($10M), Star2Star ($33M), iCore Networks ($46M, VoIP white label), Phone.com ($7.6M, #2857)

There are quite a few inter-connects, VARs, telecom agencies and several wireless consultancies.

Structural Separation via REIT Equals Zero Taxes

August 5, 2014

Windstream got the endorsement of the IRS to transfer their assets - copper and fiber plant - to a REIT and lease those assets back to the telecom corporation. In the process, Windstream will save a ton on taxes. That's awesome.

If it flies, the other ILECs - ATT, C-Link, VZ - will be right behind them.

The Mammoth Model

August 5, 2014

I received the rather sporadic newsletter from Mammoth Networks today. While reading it, I noticed that the evolution of Mammoth is very similar to many other ISPs.

"Like most early adopters of broadband, Mammoth Networks started with DSL as our only product. We focused our efforts from 2005 to 2009 on our DSL and ATM platform, sprinkling T1s into the network at times."

The UCaaS Business Right Now

July 24, 2014

I wish I knew what the UCaaS business was. The UCaaS (Unified Communication as-a-service) business is projected to be $23.34 Billion by 2019, according to MarketsandMarkets.

"MarketsandMarkets forecasts the Unified Communication as-a-service (UCaaS) market to grow from $13.10 billion in 2014 to $23.34 billion in 2019. This represents a Compound Annual Growth Rate (CAGR) of 12.2% from 2014 to 2019." Those are some pretty specific numbers.

Are You Getting Rejected By Cable?

June 30, 2014

I hear a lot of stories about cable: (1) About a one-third order drop out rate due to no facilities: (2) Intensive paperwork for orders and quotes; and (3) clean orders are rare, which causes rejections that result in delays and extra time. Oh, and even worse:

A change in Comcast's process is making clean paperwork even more important. Effective immediately, Comcast's direct team may now take over any order that is rejected for more than four business days; causing partners to lose the order.

Schizoid Tails of the ILEC

June 17, 2014

Sitting in the belly of the beast today as I listen to AT&T talk about DSL, U-Verse, ASE (switched Ethernet), LTE and other products. It's interesting to hear AT&T talk about the $21 Billion that they spent on the network in 2013 and the same amount for 2014. (It isn't all wireless CAPEX; it is also wireless network CAPEX and spectrum acquisition costs.) But this weekm the Ma Bell PR machine said, "AT&T Wants to Replace DSL with Wireless in TDM-to-IP Transition Trials" [telecompetitor] Why would Ma Bell dump more capital into a network that they are going to transition?

They may spend on U-Verse like they did in Connecticut before selling off SNET.

The UC Install Opprtunity

May 19, 2014

When I talk to UC provider (or Hosted VoIP providers) that sell nationally, the biggest challenge is the customer install. There are a couple of national installers including Endeavor. The feedback I hear is that the current choices are not good. just because you can spell ROUTER doesn't mean you can configure one or find one was just one anecdote.

Birch Buys Cbeyond

April 21, 2014

I knew Cbeyond was looking to sell (like TWCable, "Someone buy me!"). And there was the big rumor about Megapath buying them. The execs at Cbeyond were on the losing end of the Paetec-Windstream deal. And while Cbeyond has been talking a good game about Cbeyond 2.0, it is extremely tough to make this transition and sell enough cloud to make up for T1 sales.

Lots of Questions About CLECs

February 20, 2014

At a CLEC event yesterday, many regional CLEcs were asking me about EarthLink, Windstream, the Comcast-TWC merger and Cbeyond.

Will EarthLink get bought? It's a single billion dollar company that is slowly trying to become an MSP from years as a dial-up ISP. With the recent CEO (and other personnel chair shifting) and $1.2 billion in debt.

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