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

CLEC

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.

FCC Chair Wheeler Missed a Point

October 8, 2014

At Comptel, FCC Chairman Tom Wheeler was the keynote speaker. Competition is the FCC model, he stated. Really? Since when?

Do you think we have adequate competition in anything but cellular?

Agent and Reseller M&A

October 1, 2014

GTT Communications just acquired UNSi for $40 million. GTT is an interesting company. Interesting in how they put makeup on. There are numerous descriptions of the company:

This from Reuters: "GTT Communications, Inc., formerly Global Telecom & Technology, Inc., is a global network integrator providing a portfolio of Wide-Area Network (WAN), dedicated Internet access and managed data services.

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.

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