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

economy

As TV Slows, The Cloud?

June 13, 2011

As I have been spouting for a while, telcos are getting into TV (and spending billions to do it) too late. The TV market is saturated - DirecTV, DISH, cable, telco and OTT. The economy isn't helping either as people ditch landlines and TV for mobile and Internet (bundles that the ISP's just don't seem to want to sell for some strange reason).

The cablecos tried wireless, but have dropped that notion in lieu of just partnering with Sprint (and Clearwire) again. (Still no Quad-Bundle actively being advertised.) The mobile and broadband space are both growing slowly (if at all). 

Telecom Debt

June 7, 2011

It's amazing how much debt there is in telecom.

AT&T and its assorted subsidiaries owe $65B.

According to Zacks, "the Debt to Asset ratio shows the proportion of a company's assets that are financed through debt. If the ratio is greater than one, most of the company's assets are financed through debt." Zacks lists a few telecom companies:

Unbundling Cable

June 3, 2011

The Emergence of Cloud Telephony

February 2, 2011

So my panel this morning on Trends and Future of VoiP/Telco 2.0: the Emergence of Cloud Telephony with Cbeyond and Dialogic was standing room only. The slide deck is here:ITEXPO-East-2011-Emergence of Cloud Telephony.

We discussed the trend of SMB to move to the Cloud for not just Voice. We hit on deployment, security, Fax over IP, and benefits.

Verizon Got a Bailout?!

December 6, 2010

FCC and Net Neutrality

December 3, 2010

There's been some buzz this week about the FCC's Internet Policy. We have a couple of problems in America right now: not enough broadband competition and not enough broadband. Without competition, the monopoly ISP doesn't have to build out (see Embarq in Hardee County, FL for an example). Without competition, prices are inflated.

FCC and Broadband Growth

November 1, 2010

Trending on my twitter stream is Small Business & Entrepreneurship Council (SBE Council) President Karen Kerrigan's op-ed in the Washington Post about net neutrality and the FCC's proposal to impose Internet "reclassification." Basically, she states: FCC Regulations Would Smother Growing Broadband Sector.

There is nothing I like better than FUD.

Not for nothing but the RBOC's have almost given up on DSL anyway.

FCC Chair Makes Key Points

October 21, 2010

FCC Chairman Julius Genachowski spoke at the FCC Spectrum Summit making some key points, I think.

"We hold this summit at a critical time. Our economy is struggling. People are hurting.

What Have I Been Saying?

October 17, 2010

Gary Kim writes, "A study of data submitted by 221 small U.S. telcos by Telergee Alliance confirmed trends you would expect: Broadband and wireless are growing, cable TV is flat, and voice is declining. As has been the case for several years, operating costs also are growing while profit margins are shrinking."

So if TelcoTV costs big money, but the market is flat, why spend the money?

ROA and Moore

October 11, 2010

A new metric for Wall Street is Return on Assets. A company spends money on infrastructure, equipment, etc. (Assets) to produce goods or deliver service. Recently, I have been reading where the return on assets is decreasing sharply (and has been for some time).

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