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


Telco Troubles, Clec Version

January 6, 2016

You forget how many CLECs there are in the US until you check a PUC list like Texas.

The big names in the channel are Birch, Level3, Zayo, EarthLink, TelePacific, XO, WIND, Integra, Mettel, Granite, Bullseye, C-Link, AireSpring, Broadview, GTT. Lot of varying business models in that list alone.

The copper retirement issue is front and center for CLECs (see this Fierce piece).

End of Year Summary (Tidbits part 2426)

December 31, 2015

Lots of lists and best of posts out there. I am just going to run through the tidbits that I thought were interesting.

Citrix bought the auto-attendant in the cloud company, Grasshopper, earlier this year for about $161.5 M per 10Q filing. Grasshopper revenue was about $50M if you consider ARPU of $11 and about 350K users.

The Commission Revenue Spiral

December 16, 2015

I received an email today about the channel strategy for 2016 for Windstream: WIND is NOT paying agents for any new order under $1500. I wrote about this when I first heard in October. No idea how this will work out, but train wreck comes to mind.

Windstream as a whole has had some much change - acquisitions, people, spin-offs - that I imagine there are no silly ideas in the conference room.

Non-competitive Broadband

December 8, 2015

The FCC defines broadband at 25 Mbps by 3 Mbps. At that speed, most Americans have one choice: cable!

How funny is it that telcos had DSL in the Lab in the late 1960s and didn't roll it out until Covad, Northpoint and Rhythms basically forced their hand. They then pushed all 3 into bankruptcy to be the sole high speed Internet providers -- except for a smattering of independent ISPs that they would kill off later.

News Tidbits Part 2923

November 30, 2015

A lot of lit tidbits popping up. If you follow me on twitter, then you may have seen some of this already.

Cyber Monday crashed, but Tom Peters' fans crashed dropbox. Tom Peters put out an email to subscribers this morning with links to 14 chapters of Tom's top topics including Excellence, Execution and more.

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.

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