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Peter
| Peter Radizeski of RAD-INFO, Inc. talking telecom, Cloud, VoIP, CLEC, and The Channel.

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The Cable Merger World Churns

June 23, 2017

There was a report that Verizon tried to buy Charter for about $100B. It was rejected for being too low.

The other rumor is that Altice which bought Cablevision and Suddenlink is looking at a nearly $2B IPO and will use those proceeds to buy Cox. But that may not happen because Charter now wants to buy Cox.

John Malone, the pioneer cable consolidator, has been all about consolidating cable, telco and wireless.

Tidbits (Part 2456)

May 9, 2017

BroadSoft Adds PaaS to Cloud Portfolio. Funny, I thought that BroadCloud was their version of PaaS. NoJitter blames this launch on the acquisition of VoIP Logic, a white-label customer that Broadsoft bought for $13M in 2016. As one BSFT client stated it, "BSFT will force every customer to be on their cloud platform at some point." Yeah, it wasn't what they signed up for but BSFT has to feed the Wall Street beast.

As the Telecom World Spins

November 4, 2016

It is happening so fast. Here's this week in M&A:

CenturyLink just sold off its data center business that was a combo of Qwest Cyber Centers and SAVVIS to a group of PE firms for $2.15B in cash and C-Link keeps a minority stake worth $150M in the new company. CL bought Savvis for $2.5B in 2011.

A Short Set of Things that Happened

June 16, 2016

Why is GTT not announcing their purchase of RealLinx? They acquired this company over 2 weeks ago for a $13M. [source] Apparently, some of RealLinx is running Hypercom.

Samsung acquires Joyent.

Windstream Complains About XO-VZ Deal

May 19, 2016

Windstream (and a couple other telcos) is complaining about the acquisition of XO by Verizon.

"About 50 percent of the Ethernet circuits Windstream buys from XO, or about 32 percent of its Ethernet expense with XO is provisioned as EoC. By using XO's EoC services, Windstream can provide symmetrical bandwidth of up to 100 Mbps to business customers." So XO is a vendor for Windstream for EoC. They want to preserve the supply of EoC, not something that VZ cares about.

Telecom Tidbits #2435

May 16, 2016

A lot going on (especially with M&A). The FCC approved the Charter-TWC-BHN merger, despite being fined for blocking third-party modems.

Frontier says that the 30K people affected by the transition (and who still have issues) will get credits and should get over it as 30K represents less than 1% of their customers. The Florida Attorney General jumped on the PR bandwagon to wag her finger at Frontier.

The INCOMPAS Mission

April 13, 2016

INCOMPAS still has a mission in DC. At the east coast show in Washington, FCC Chairman Wheeler came to talk to the association and its members with a message that we still need Competition.

He says that as Charter is set to eat two cablecos to become almost as large as Comcast. After AT&T just bought DirecTV.

And Start the New Year Now (Tidbits # 2427)

January 4, 2016

ITEXPO is in Ft Lauderdale in 20 days. Will you be there?

Our ITEXPO panel on Open Source for Service Providers will be using Dialogic's study, which is examined in this blog post by Jim Machi of Dialogic.

Some good reads to start off the new year.

The Consumer Benefit of Mega-Mergers

December 17, 2015

"You may recall that AT&T justified their $69 billion acquisition of DirecTV by claiming their combined market power would result in more leverage in programming negotiations and lower costs. Cost savings that pretty clearly won't be getting passed on to consumers. Rate hikes for both AT&T U-Verse and DirecTV customers will take effect January 28." [DSLR]

AT&T saw a direct benefit of $15 per U-Verse subscriber with the DirecTV content contracts.

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 Target.com, 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.

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