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

CLEC

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.

The Chatter is that 2 CLECs are Combining

February 3, 2014

Chatter on Atlanta Biz Journal and on stock boards is that Cbeyond is prepping for a sale. The last month has seen many CLEC jobs get axed - 100 at Cbeyond, 400 at EarthLink and a bunch at XO. Also, CBEY fired a banker -- that's always a sign of M&A. (The only signal they didn't give was to hire Andy for PR.)

Are CLECs Capable of Cloud Services?

January 24, 2014

Many CLECs - XO, Cbeyond, EarthLink, TelePacific and MegaPath - are in cloud services. EarthLink and Cbeyond would especially like to be known as cloud providers going forward. My question is: is it possible?

If as a CLEC you can't reliably deliver a T1, can a customer trust you with something more complex than that?

4 Moves in January

January 9, 2014

Colocation provider, FiberMedia Group, combined with Bay Area Internet Services under the new name: vXchnge. BAIC was acquired by the Stephens Group, which also owns FiberMedia.

FYI, a nice chart of the top retail colocation companies. Equinix is at about $2B of annual revenue at the top of this space and Savvis is second at approximately $1 Billion.

The CLEC Cloud Cover

December 30, 2013

Windstream, TDS, EarthLink and Cbeyond made a strategic decision to go cloud a couple of years ago. Acquisitions followed. It seems to be paying off.

CLEC's have a special access circuit problem.

Lots Going On

December 19, 2013

Apparently, all will be better when we switch from QAM to WAM

DISH hasn't given up on wireless. It has done terrestrial LTE trials with nTelos. DISH is still looking to buy LightSquared or T-Mobile.

Wanted Windy West Data Center

December 11, 2013

Windstream CEO Jeff Gardner stated during the Bank of America Merrill Lynch 2013 Leveraged Finance conference, "We're really at a time where we can start looking out at acquisitions again to accelerate this transformation focused on the enterprise space obviously." Despite having work to do on the PAETEC integration still, Windstream will be looking for assets to add to its national enterprise system. Likely, this will be a data center on the West Coast. That could prove expensive for the following reasons: data centers are a hot commodity that a number of other CLECs are also looking at for purchase; Windstream's debt load is high and if it weren't for the stock dividend it pays out, the stock would reflect it; and their revenue profile.

Let's look at WIND revenue: 72% comes from broadband.

Channel Programs Have Changed

November 29, 2013

Many companies are adding channel programs. Most look at the success that Microsoft and Cisco via their channels. The thing is most companies don't treat their channel the same way that these two giants did.

Microsoft knew that if people became certified they would sell, install and maintain Microsoft products.

What Do the Numbers Look Like

November 11, 2013

Third quarter revenue numbers have been streaming out via press releases. Here's a look at some of them.

Windstream's 3Q2013 numbers are declining. "Overall consumer service revenues were $324 million, a decrease of 3 percent from the same period a year ago" - of which, "Consumer broadband service revenues were $119 million, a 4 percent increase year-over-year."

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