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

mergers

What's With the MSO Consolidation?

March 26, 2015

Charter was the first company to make a play for TWC. Now reports are in that Charter is chasing Bright House. Comcast is still waiting for its three-way deal with TWC and Charter to pass regulatory. The FCC paused the clock again today.

Vonage Buys Simple Signal

March 17, 2015

Big news yesterday at the CP Expo was that Simple Signal got acquired by Vonage. The Big Cheese seemed thrilled. "The deal to buy privately held Simple Signal (and its 1,600 customers, not counting white-label partners) is for $25.25M -- about $20M in cash and 1.1M in Vonage common stock," per Seeking Alpha. That was about 1.5x revenue.

Birch Buys Globalinx

February 26, 2015

It seems that Birch is acquiring more customers. In a surprise move (to me because where are they getting the money for this???), Birch on 2/17/15 agreed to acquire "the assets and customers of Globalinx Enterprises Inc.", a Rochester, NY-based Broadsoft wholesaler.

According to a letter from the company, "The decision to sell Globalinx was difficult but typical of many consolidations in the telecom industry. Our competition in this business is with Companies that are behemoths; like AT&T, Century Link, Verizon, and Level 3.

Spam Soap Going to J2 (with 7 Others)

February 23, 2015

Back in the ISPCON days, Spam Soap was a regular exhibitor. Spam Soap became Nuvotera, known as an email security services company and cloud services aggregator for MSPs. J2 Global via its Excel Micro business unit has acquired Nuvotera. This was just one of 8 acquisitions in one month for J2 Global.

It looks like Excel Micro will be taking over the FuseMail division of J2 as well.

What's Left to MegaPath

February 23, 2015

In 2010, Speakeasy and Covad got married to MegaPath to make a $500 million MSLEC (as they announced it). In 2012, they acquired IP5280, a Broadsoft based ITSP that had 1000 customers and 10K endpoints. MegaPath was a combination of many acquisitions over the years including DSL.net. We know how integration goes in telecom -- poorly -- so no doubt they had some issues.

The RBOCs: Copper, Spectrum, Regulation and Sales

February 3, 2015

We have just 2 RBOCs - regional Bell companies left - AT&T and Verizon. You might consider CenturyLink an RBOC (because of US West), but since they don't have the same business model as the other 2, I just mean the two Bell-head companies with their Jekyll cellular side.

Both have been running from wireline for a while -- since maybe 2006. I think they wanted forbearance to get rid of unions and that copper plant.

A Quick Marketplace View

January 23, 2015

SkyMall declared bankruptcy. Radio Shack is on the verge of bankruptcy, like so many retailers who didn't pivot - Kmart/Sears, JCP - even Macys is reorganizing.

The price of crude oil is $45 per barrel today -- as Saudi Arabia enters the day with a new after the death of King Abdullah yesterday. Yemen's government collapsed this week.

The M&A Picks Up Steam

January 14, 2015

Well, that Hosted VoIP consolidation is slowly happening. Reinvigorated VoIP blogger, Garrett Smith, hints that Jive bought other HPBX companies (unnamed) besides "COMVOICE, based in Phoenix, AZ, and Vocalnet, based in San Francisco, CA." The the press release says "Financials were not disclosed."

Another smaller acquisition was snomOne, which became Vodia, got grabbed by a company (which I cannot name here now).

Zayo made another grab to beef up their zColo division by buying Latisys for $657 million.

Broadsoft Buys Leonid

January 13, 2015

Oh, happy days for the folks at Leonid Systems as some of them are going home to the fold. Broadsoft bought Leonid, which means that internally that have admitted defeat in being able to make a portal that anyone would want to demo or use. At least, they were able to admit it.

The BSFT sales folks were already pushing Leonid - to the tune of $3 million in revenue per year, which will now be an inorganic blip on the revenue stream of BSFT.

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.

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