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

ISP

20 Years and what?

February 10, 2016

So we are at the 20 year anniversary of the Telecom Act of 1996. So many companies have come and gone. So many billions have been invested. And yet the largest telecom providers are Comcast, AT&T and Verizon.

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.

End of Year News Tidbits (Part 2425)

December 24, 2015

As we end this year, there has been a flurry of "news".

Sprint gave its employees layoffs for the holidays. Despite the cash from Softbank, Sprint is losing ground to T-Mobile and has little hope of catching up to Ma and Pa Bell (ATT and VZW). It isn't about price as much as it IS about a quality network.

The Broadband Competition Problem

September 23, 2015

Big discussion over at AVC on Fred Wilson's blog post about the lack of broadband competition. After the broadband report came out, this apparently was a shock to some:

"Today, nearly 40 percent of American households either do not have the option of purchasing a wired 10 Mbps connection or they must buy it from a single provider. Three out of four Americans do not have a choice of providers for broadband at 25 Mbps, the speed increasingly recognized as a baseline for broadband access."

The discussion revolves around - surprise - arbitrage! There would be investment IF there was enough money in last mile residential; if regulation was lighter; if, if, if.

Different Ways to Skin a Cat

June 26, 2015

Most companies in the telecom sector just copy what other companies do. Before 2003 though, ISPs were primarily small businesses providing dial-up and then DSL to mainly residential markets in the US. Post 2003, it became a game for the Duopoly, with the smaler providers in the shadow just reselling what was offered.

Step into 2015 and FTTX is huge.

Phones and TV Are Disappearing

June 24, 2015

During a CEO Exchange at the FISPA Live event last week, the discussion among the CEOs turned to TV service. Many in the room were primarily residential ISPs or CLECs, all of whom offered Internet. The discussion was about the cord-cutting's effect on the TV model.

As I have explained before, cablecos have it the best - they went from TV service, which is the least profitable to Internet and voice, which are the most profitable services to offer consumers.

The Race to Gigabit is About Business

April 15, 2015

The cable companies racing to Gigabit networks isn't about delivering ultra-fast broadband to consumers. The Gigabit announcements get them good PR in DC, where the largest MSOs are waiting for approval for acquisitions (Comcast for TWC; Charter for Bright House). Comcast, as the largest MSO, has a poor reputation for customer service and for Net Neutrality. The Comcast-Verizon squeeze on Netflix was probably the number 1 reason the FCC received millions of public comments and laid down the law.

Top Tampa ISPs Sell Out

March 31, 2015

Last month, Verizon announced that it was selling wireline assets of VZT in Florida, California and Texas to Frontier. Today, Charter announced a deal to buy Bright House Networks for about $5K per subscriber or about 2.8x revenue. [Charter is only buying 73% of BHN, which may be just to take care of the hanging chad that is BHN in the TWC deal.]

Tampa Bay was the market that Verizon tested FiOS head-to-head against cable.

At the FCC

February 24, 2015

While a lot is happening at the FCC, I haven't written much about it. My focus has been elsewhere - and most readers couldn't care less about regulatory. That said the USF Reform is still going on, including E-Rate program changes, Rural Broadband experiments, and CAF funding fights (between WISPs and ILECs). The AWS-3 spectrum auction had 4 big winners: VZW, ATT, DISH and the FCC coffers to the tune of $40 billion.

The Year That Was a Mess

December 24, 2014

We have a huge Net Neutrality debate, Open Internet fights (especially between Netflix and ISPs) and peering duels (between ISPs and backbones, notice the pattern?). Why? Lack of broadband competition.

Big mergers still in play: AT&T buying DirecTV to keep up on TV; and Comcast in a three way with Charter over TWC.

Featured Events