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

mergers

What It Means to Master an Agency

July 25, 2016

After rumors swirled at CP Expo in Vegas in March, the announcement is finally here: Sandler Partners is acquiring X4. This will create an entity that is doing $65M in revenue, referenced as second only to one master agency.

It is interested that some media call it a master agency, when in the press release, Sandler Partners described themselves as America's Fastest Growing Distributor Of Connectivity & Cloud Services. X4 is called a master agency though.

The Last CLEC Pivot

July 14, 2016

There were a number of big CLECs (over $500M in revenue) just 6 years ago - PAETEC, Windstream, Qwest, Cbeyond, XO, Level3, Global Crossing, TW Telecom, EarthLink, AboveNet, Zayo, and TelePacific.

By 2012, half were gone, swallowed up by acquisitions. [CBEY-Birch, Qwest-CLink, Paetec-WIND, L3-GX, L3-twt, Zayo-ABoveNet]. Today, with XO going to Verizon next year, there are really only a handful left.

A Big Shift Coming to Telecom

July 5, 2016

Our sector of the marketplace - telecommunications - is about to undergo a change. Yeah, we have been in a shift for a good while, but more is coming.

We went from TDM to VoIP to Hosted PBX to UCaaS to UC&C.

We went from T1 to cable broadband to Gigabit.

OMG! More M&A

June 20, 2016

As if we have already digested the Microsoft-LinkedIn $26B deal, there is more activity. BTW, one thing noted about the MS-LI deal is that: "LinkedIn was way cheaper at $59 per registered member than buying Facebook for $329+ per member." Saw an advert today for Office365. Get Off365 across every device for $70 per year. Not a lot of profit there.

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.

LinkedIn to Join the Microsoft Suite

June 13, 2016

Let's start Monday with some small transactions.

First up, Blue Coat is selling itself to Symantec for $4.65 Billion. The cyber-security software company was going to go public via an IPO, but chose the private sale route, which seemed a safer bet for the PE firm, Bain Capital, that bought Blue Coat in 2015 for $2.4B and financed acquisitions to bolster the product portfolio to annual revenues of $598 Million. Blue Coat lost $289 million in those same 12 months.

Tidbits #2438

June 7, 2016

Data Center, M&A, BK, Innovation, UCAAS and more in this episode of Tidbits.

Sendhub,a business SMS provider that raised $10M, was acquired by Cameo Global, a global managed IT shop that does some contact center work.

Salesforce's leadership position in CRM now gets e-commerce with Demandware $2.8B acquisition

Another UCaaS Acquisition

May 31, 2016

Last week I reported some M&A here. The M&A Train keeps running.

Broadsoft has bought another company. No more internal innovation (still no Slack or Skype integration either!), just inorganic moves - Transera, Lenoid and PBXL.

MSP Tidbits (#2437)

May 25, 2016

The MSP (managed service provider) sector is set for growth as IT becomes more vital to a business - and the vastness of the IT umbrella overwhelms both the IT department and business owners.

Last year, HP broke up into 2 units. Now one of those units is in a mega-merger. USA Today reports that, "Hewlett Packard Enterprise (HPE), run by Meg Whitman, late Tuesday said it was spinning off its enterprise services business, and merging it with Computer Sciences Corp. (CSC), to create an IT services firm with $26 billion in annual sales." This will create the world's third largest SI with 5000 clients.

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.

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