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

CLEC

Cable Will Win

February 16, 2015

The Telecompetitor spends a lot of space on Chattanooga's muni network - as if it was the perfect model for a Gigabit network. Two problems with it: (1) it cost taxpayers literally millions of dollars via bonds and federal grants and (2) very few people buy Gigabit services from them. It is rare that a muni network will do well. UTOPIA, Wilson's Greenlight, a couple in Florida, ECB-Chatt and Lafayette's LUS are the ones I paid attention to over the years.

The Culture of Complacency

February 14, 2015

"In their book "In Search of Excellence," Tom Peters and Robert Waterman list a "bias for action" as the first of eight attributes that distinguish excellent and innovative companies. Many of the companies they studied were very "analytical in their approach to decision making, but they are not paralyzed by that fact (as so many others seem to be.) In many of these companies, the standard operating procedure is: 'Do it, fix it, try it.'" [WSJ]

Many companies are going through change -- mostly M&A change which isn't the change I mean. EarthLink and Cbeyond were going through very public change - like Dell, Microsoft and others.

Competing Against Cable

February 6, 2015

The RBOCs have stopped trying to compete with cable for the consumer market and the small business market. (They just want to sell cell phones, M2M and soon IoT to them). CenturyLink, Windstream, Frontier and Fairpoint still have a huge stake in broadband. Frontier's stake just went up $10B with its purchase of VZ assets.

6 Companies to Watch in 2015

January 5, 2015

Here are 6 companies that will be interesting to watch in 2015. In light of the consolidation - and pending mergers - there will still be some interesting moves in telecom.

First up is Sangoma. Why?

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.

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