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

hosted uc

Study Data Doesn't Mean Much Sometimes

December 19, 2014

"Two technologies, namely mobility and Unified Communications and Collaboration (UC&C), are significantly transforming the work patterns in organizations, " writes ReportBuyer. The release goes on to talk about mobile converging with UC&C and BYOD to create mobile UC&C plus security. There is a specific market for mobile UC&C and BYOD. It is not an SMB problem.

Can You Find the Bestseller Effect?

December 16, 2014

In the world of telecom - T1's, broadband, WAN - we know who the buyer is and why he is buying - or we assume it based on experience. (Maybe we should stop assuming WHY they buy?) But in the world of IT that encompasses mobile apps, devices, cloud services and more, it is so much who the buyer is but why are they buying. Not why you are selling or what benefit your service provides, but why are THEY buying?

Many conversations I have with clients center around who to target.

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.

More Money

December 5, 2014

In its series D round, Thinking Phones (formerly Thinking Phone Networks) raised a whopping $56.7 million in venture money to bring the total to $89 Million. (I think that is a record for VoIP, not counting IPO.)

I tried to find revenue numbers but they were not available.

TP bought Whaleback in August.

UCaaS Leaders?

November 25, 2014

One more research company put out its market leader report on UCaaS (unified communications as a service or as I call it Hosted PBX or Hosted UC or just UC).

New Q3 data from Synergy Research Group show that 8x8 and RingCentral continue to lead the UCaaS business suite market, with each having a worldwide market share of just under 13%. However, among the leaders Mitel is growing the fastest with a 60% year-on-year increase in revenue and a more than twofold increase in subscribers. Meanwhile total market revenues keep growing by over 30% year-on-year.

If this chart is any indication, Synergy RG didn't look at a big cross-section of the industry.

VoIP Velocity, But Tie Your Shoelaces First

November 19, 2014

The numbers that ANPI collected from Gartner about VoIP and UC point to market velocity for VoIP.

By the end of 2015, "60% of all North American enterprises will move at least 30% of their voice communication to the cloud" -- Gartner

The IP Voice services market is currently growing at a 28.8% compound annual growth rate -- Gartner

The problem is that most service providers are tripping over their shoelaces while trying to run this race.

The News Just Isn't the News Anymore

November 5, 2014

Magazines and newspapers are looking for clicks and content (that gets clicks) and ways to get people to stay on the site longer. Yadda yadda. In that haste, the content that it contains has become blurred between what is marketing (advertorial) and what is news (or even better actual journalism).

I read an article that I saw in my Google Alert this morning.

Two UC Providers Cash Out

November 5, 2014

Phoenix-based Telesphere announced that Vonage would be acquiring them for $114 million in stock and cash. Teleshpere's Broadsoft-powered UCaaS revenue is just north of $40 million, so it is about 2.5x times revenue - a deal that many Cloud Comm Alliance guys will now be looking for.

This move by Vonage follows its acquisition of Vocalocity a year ago in order to enter the business voice market. The acquisition of Telesphere allows Vonage to enter the Enterprise space.

What's the Difference?

October 28, 2014

As I have been trying to add up, there has to be 2000 service providers offering some kind of Hosted VoiP. There are about 1000 ILECs of one size or another (NTCA, NCTC, ITTA) and about another 900 MSO's. In addition, the ISPs or ITSPs offering Asterisk service or using Netsapiens, Ipifony, Broad River, or other white label softswitch operator. There are 300+ Broadsoft clients in the US (main of which are ILECs and MSOs).

The Stock Market is Unkind

October 22, 2014

Yahoo made $6.3 billion on the Alibaba stock IPO. It's quarterly revenue was $1.094 billion of which more than $200 million in mobile ad revenue. Investors want it to stop making acquisitions (but $3 bill in cash means it will buy something) and to merge with AOL.

McDonald's revenue plunged 30%.

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