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

IPTV

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.

M&A Merger Rumors Abound

May 1, 2014

Sprint is getting set to offer a bid to buy T-Mobile, which is funny since the FCC already told Softbank Sprint that they would say no. But on the heals of the Comcast-TWC deal (that now involves Charter getting some TWC leftovers), Sprint thinks that it will be okay.

Then there is the AT&T buying DirecTV rumor. Never hear the rumor about DISH being bought, huh?

A CDN With Channel?

March 28, 2011

Image via CrunchBase

Highwinds is a CDN player out of Florida. The only reason I know them is that I track tech funding in Florida. Highwinds had a booth at the Channel Partners Expo, which made me scratch my head. Why?

CDN is really a channel opportunity.

Comcast Making Waves

November 29, 2010

Big peering fight between Comcast and Level3.

"On November 19, 2010, Comcast informed Level 3 that, for the first time, it will demand a recurring fee from Level 3 to transmit Internet online movies and other content to Comcast’s customers who request such content. By taking this action, Comcast is effectively putting up a toll booth at the borders of its broadband Internet access network, enabling it to unilaterally decide how much to charge for content which competes with its own cable TV and Xfinity delivered content. This action by Comcast threatens the open Internet and is a clear abuse of the dominant control that Comcast exerts in broadband access markets as the nation’s largest cable provider." Level3 is calling this a video surcharge So L3 is pulling out the Net Neutrality card.

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?

So Happy

August 24, 2010

Broadband is Flattening

January 12, 2010

Pike & Fischer survey shows that broadband is flattening. (I wrote a little about this yesterday). This means a couple of things:

One, customer acquisition costs of broadband is going to increase AND margins will shrink, because it also means short term pricing will drop. (Price war coming ...

Is Cable-like TV Almost Extinct?

December 11, 2009

According to Qwest (via GigaOM), Pay-TV won't be around in 5 years. With the tech  crowd, Hulu, YouTube, iTunes, NetFlix and other streaming media services are replacing TV. (NYTimes has an article about someone doing that here.) One of my ISP clients has a fat pipe to his house, an HDTV antenna for local channels, and then just uses AppleTV and online content for entertainment.

Why are we reading about this? (Why am I writing about this?) Because the music business was too slow, stupid and greedy to catch on to the Napster craze.

Bright House Digital Experience

May 11, 2009

Our house has been a Bright House Road Runner customer for almost 12 years. And a DISH Network customer for 10. The DVR is dying on the DISH and DISH wants me to pay full price to replace it. Um, no.

Fairpoint Rural IPTV

December 3, 2008

Fairport is trialing out IPTV in a New Hampshire town. As DSLR points out, VZ couldn't (or wouldn't) roll out fiber to the New England tri-state region, but Fairpoint thinks it can. How when Fairpoint got stuck with such huge debt over the deal with VZ that the PUC offices of the 3 states weren't certain that Fairpoint could remain solvent.

Fairpoint doesn't have much choice as TWC has launched digital voice service in region causing POTS line loss for Fairpoint.

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