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

What's With the MSO Consolidation?

Charter was the first company to make a play for TWC. Now reports are in that Charter is chasing Bright House....

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Expect Security Funding Bubble to Pop in 3-5 Years

Security is one of the hottest areas in tech right now. Indeed, there is infinite possibility in this space because technology...

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SmartPhoneMan and His Interaction with Media Servers on St. Patrick's Day

Last week we made it about halfway through SmartPhoneMan’s day.  Let’s finish his day.  Right now, he’s in a rush to...

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Verizon Invites the Channel Once More

Jon Arnold wrote up a good review of Verizon's Broad Cloud offering (VCE). One glaring problem is that it targets in...

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Media Servers and St. Patrick's Day

Last week I wrote about the important role media servers play in the network.  Today is St. Patrick’s Day and let’s...

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What Can You Learn from Target?

I was reading a couple of articles about Target. The retailer has not been doing well lately, including closing all Canada...

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Media Servers Will Play an Increasingly Important Role for Telco Apps

Media servers play an important role in enabling many of the real-time communications applications many of us use every day.  When...

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The Not Unusual Alteva Dilemma

September 3, 2014

A private equity group that owns 6% of Alteva made a play to buy it all and take it private. That move failed. The most interesting comment Rob Powell made was this: "[Alteva] has been seeking a future in hosted UC, where it has found solid growth but no profits yet."

When you look at the INC5000 for revenue numbers for many hosted players, none are clocking the ball out of the park, despite years of trying.

Are You a Red or Black Ant?

August 28, 2014

Dave Matthews Band's Ants Marching has been in my head all morning.

"When all the little ants are marching Red and black antennas waving we all do it the same we all do it the same way"

Reminds me of telecom.

Seth Godin wrote this morning, "There is no more everyone.

The Next Step in UCaaS

August 27, 2014

The numbers are in - Infonetics: PBX market down 6%, Unified Communications up 31% from year ago - Hosted PBX or UCaaS is growing. Well, sure, from zero to a couple of hundred million in ten years. Yet we come to a crossroads now. The premise people are shrinking but slowly.

Innovation isn't About Replacement

August 25, 2014

In an article about the over-valuation of Uber, was this tidbit:

"In 1980, McKinsey & Company was commissioned by AT&T (whose Bell Labs had invented cellular telephony) to forecast cell phone penetration in the U.S. by 2000. The consultant's prediction, 900,000 subscribers, was less than 1% of the actual figure, 109 Million.

A Brief Look at Big Data

August 25, 2014

The term Big Data makes me laugh because we live in the information age where we collect a ton of data. People may be pack rats and hoarders IRL (in real life), but digitally we are far worse. We live in a time when photo albums of weddings, children, family are all digital; the entire music collection is a hard drive failure away from missing; and we fill our hard drives to capacity and beyond (1TB external storage!)

The problem with all this data is search.

What If Cable Didn't Sell TV?

August 21, 2014

"Leichtman Research Group (LRG) says the largest U.S. cable TV operators now have more high speed access customers than they do video customers, according to Bruce Leichtman, LRG president and principal analyst." [telecompetitor]

In a conversation today, a cable exec said, "What if cable didn't sell cable TV any more?" Great question!

Cablecos make more profit on broadband and voice than they do on TV.

A Quick Look at Telco Revenues

August 21, 2014

A short take on telco revenues including Earthlink, Windstream, Frontier, Verizon and AT&T. Is it the price revenue squeeze on telecom? Or is it the revenue dip associated with cloud services that have a lower ARPU than TDM ARPU?

"Windstream revenues decreased 2.4% year over year to $1.466 Billion in the second quarter. Data center and managed services revenues, which total approximately $31 million, increased 20 percent from the same period a year ago." [source]

"Service revenues fell 27.7%, while Product revenues reduced 8% year over year.

The Telecom INC5000

August 21, 2014

The 2014 INC5000 list is out - with 134 companies in telecom (including clients).

VoIP

Callis (now owned by C Spire) ($11M), Telesphere ($32M), Simple Signal ($11M), VoIP Innovations ($10M), Star2Star ($33M), iCore Networks ($46M, VoIP white label), Phone.com ($7.6M, #2857)

There are quite a few inter-connects, VARs, telecom agencies and several wireless consultancies.

Some Tampa Bay Telecom Tidbits

August 18, 2014

Highwire Telecom in Florida had a re-org and a few people were let go. Highwire is a TEM and auditing firm here in Tampa, Florida.

Bright House is chasing Enterprise with its fiber and Hosted PBX service (powered by their Telovations acquisition). BHN is also involved in the local start-up scene in Tampa Bay.

3 VoIP Studies to Skim

August 18, 2014

I like the responses when you survey your Everyday Jack and Jill. In this Survey: What Do People Really Know About VoIP? 'It may seem that what the average consumer knows and doesn't know about VoIP isn't very relevant to the technology's business uses." Despite over 10 years of "marketing" VoIP, "nearly 71 percent of the people we surveyed couldn't define what VoIP was without contextual cues." Awesome!

What do consumers worry about? No dial-tone without power; call quality; and specialized equipment.

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