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


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.

Everyone Wants You to be an MSP

November 5, 2015

Whether it is the keynote at a channel conference or a master agency, everywhere you look the message seems to be: Yo Agent, become a MSP!

So for a few years now, the keynotes, most notably from a Gartner analyst, have been a singular message: become a cloud broker or service provider or die!

CLECs have been trying to transition to cloud - most notably TelePacific, EarthLink and Cbeyond (now Birch). As TBI's Ken Mercer writes, "We've been selling telecom services for years.

A Couple of Things

October 6, 2015

While at the ITEXPO in Anaheim, I wanted to share a few things that happened.

Birch bought some of Sage Telecom's customers. From the Sage page, it looks like Residential base but there are probably some small business too. More inorganic growth.

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.

The Cable Dominance Push

September 19, 2015

From USA Today, "Altice Group, a European telecom company controlled by French cable entrepreneur Patrick Drahi, has agreed to buy U.S. cable operator Cablevision (CVC) in a deal valued at $17.7 billion."

Altice already is buying smaller cableco Suddenlink for $9B. That makes for a big stake in the US market.

What Do the Security Hacks Mean for the Channel?

June 30, 2015

It seems every day this month there was either an announcement about a security hack or another note about the NSA spying. Although most people think "It won't happen to me", with the constant news, even the most ignorant, I mean, confident person would have to start to worry. Factor in that many breaches aren't detected for months.

So do you start selling managed security based on FUD?

Why Be Cagey?

June 11, 2015

"On EarthLink's Q4 earnings call this morning, the company talked pretty frankly about its intentions to sell off network assets to focus more tightly on the managed services side," reports Telecom Ramblings. So I contact them about a specific territory. I get a soft shoe tap dance.

"We are choosing who we will sell them to.

A Spotlight on EarthLink

May 7, 2015

EarthLink has come a long way from the days of Mindspring and dial-up. That revenue did allow it to make big mistakes - Helio, Muni Wi-Fi - and make acquisitions to become the company they are today.

From dial-up to muni wi-fi to Clearwire 4G service, EarthLink has tried to stay close to its roots as a consumer ISP. Luckily, they made other moves to become a business servcie provider too.

The Latest Buzz(words) to Offer

April 22, 2015

The CLEC crowd is trying to move beyond the legacy services of network and minutes. Hard to do when customers still want to buy it. In much of the marketing, the services with the most buzz are: Unified Communications as a Service (UCaaS), Managed WiFi and mobility.

Under UCaaS I will include Collaboration, so Lync, Office 365, Sharepoint, Dropbox, conferencing flavors (audio, web, video), contact centers and the like.

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