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

mergers

Merger Synergies and CX

May 24, 2017

Sonus is merging with GENBAND. Last year Sonus bought Taqua for $20M. The talk is all about synergies and higher EBITDA. Oh and Accretive. No talk about how they will better serve their customers.

Telecom Tidbits # 2457

May 23, 2017

Some help with Robocalls. Pass it along.

Private equity firm, TPG, last year acquired RCN and Grande. Now they are grabbing Wave Broadband in the Northwest for $2.36B. They will combine all 3 - Wave, Grande and RCN - to make a larger MSO.

How Will the Consolidation Affect Sales?

May 19, 2017

If everyone did integration in a similar fashion to the XO-Verizon deal, it would be great. Slow and steady. It isn't a sprint; it is a marathon. No confusion or chaos.

Some Thoughts for the Day (Part 2455)

May 3, 2017

Despite growing 93 percent from a year ago, Microsoft's Azure hasn't made a dent in Amazon's share of the $10 billion cloud market, according to Synergy Research. Amazon's AWS held steady at 33 percent of the worldwide market share of cloud infrastructure service providers in the first quarter, according to Synergy. And though it grew just 43 percent in the first quarter, Amazon's cloud revenue is more than the next five providers combines, Synergy estimates.

It isn't a sprint.

Will Broadview Help Windstream?

April 17, 2017

In this CRN interview** with Austin Herrington, senior director of product management at Windstream, the strategy is laid out.

Was it just October that Windstream let its small business customers go? At that time didn't they tell the partner community that they only wanted deals $1250 and above? Didn't they cut commissions on Paetec customers?

After Show Tidbits (Part 2453)

April 14, 2017

Item 1:

Deloitte acquired most of the assets of Day1 Solutions Inc., a cloud consulting firm to provide deeper cloud expertise. CIO Magazine explains, "Deloitte needs Day1 for the same reason Accenture needs Genfour, Genpact needs Rage Frameworks and Infosys needs Panaya. The problem for Deloitte and for every traditional services company is that their clients do not believe they have the digital skills to lead the digital transformation journey the clients want their business to undertake."

Windstream Bites Again

April 14, 2017

Windstream just finished the paperwork on closing EarthLink. Now they are buying Broadview Networks in an all cash deal for $227M, of which $161M is to pay debt. [WIND gets $183M in NOLs though and 4.6x 2016 OIBDA, for you accounting geeks.] This will be WIND's 6th UC platform - Broadsoft, Metaswitch, Allworx, Avaya, Mitel. Broadview's OfficeSuiteUC is home built, just like Fuze, 8x8, RC, Broadvoice, Jive and many others.

The surprise was that Broadview only had 20K business customers, of which 7,300 utilize their cloud based services!

Is Amazon Going to Buy Vonage?

April 3, 2017

Amazon rolled out Chime, a Webex and GoToMeeting knock-off with Vonage as its partner for consumers and small biz. It turns out that Level3 is the partner for enterprise.

At EC17, Amazon launched a self-serve cloud contact center. (Once again Amazon took software it created and used internally and made it a commercial product like S3 and AWS.) The partner for this was Twilio.

A Lesson from Pharma?

March 30, 2017

This morning Pershing Square Holdings Ltd.'s head, "Bill Ackman "deeply and profoundly" apologized for his investment in Valeant Pharmaceuticals International Inc., a "huge mistake" that cost his firm $4 billion," in a letter to investors.

Valeant stock is off by 95% from its peak in August 2015.

"Valeant acquired Salix for $11.1 billion and got what has become a key franchise of gastrointestinal drugs. Yet the products haven't sold as well as expected, and Ackman said that it now looked like Valeant "substantially overpayed for Salix, and it has not yet achieved the results anticipated by prior management."" Doesn't that sound like every telecom acquisition since 1999?

M&A Update (#2448)

March 8, 2017

So many transactions. Companies are being bought and sold like a game of Go Fish.

Avaya sold its networking business to Extreme Networks for a paltry $100M (It is about $200M in revenue). That $100M does not make a dent in the billions in debt that Avaya is trying to scrape off in bankruptcy.

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