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


The Next Billion Dollar Telecom Player

June 26, 2017

GTT has been on an acquisition tear lately. They bought Perseus and Giglinx in the last month. "Perseus specializes in the ultra low latency connectivity used by the high frequency trading community," according to Telecom Ramblings. The purchase price was $37.5M plus the assumption of $3M in capital leases.

The Cable Merger World Churns

June 23, 2017

There was a report that Verizon tried to buy Charter for about $100B. It was rejected for being too low.

The other rumor is that Altice which bought Cablevision and Suddenlink is looking at a nearly $2B IPO and will use those proceeds to buy Cox. But that may not happen because Charter now wants to buy Cox.

John Malone, the pioneer cable consolidator, has been all about consolidating cable, telco and wireless.

Sangoma Picks Up a Distributor

June 20, 2017

Sangoma Technologies Corporation is buying Buffalo-based VoIP Supply. VoIP Supply is a distributor of the hardware that goes with VoIP including phones, switches, headsets, et al. Apparently the privately help distributor "in fiscal 2018, will be accretive, will add over C$15m in revenue to Sangoma," according to the press release.

Sangoma is paying $3M in cash plus about another million in stock and options for VoIP Supply.

Telecom Tidbits (Part 2459)

June 13, 2017

Some stats from 451 Research

Enterprises buy a variety of computing services from public to private along with VPS, hosting and everything in between. "It's easier for enterprises to develop, test, operate and migrate workloads across hybrid architectures when the CSP's public and private cloud code base is the same, or at least virtualized and functioning identically." However, they cannot procure this variety from Amazon or Google. They would to go to the likes of IBM, Microsoft and Oracle.

"Consumer tablet demand continues to shrink.

2 Blockbuster Deals

June 9, 2017

The VADs (value added distributors) are feeling the pinch of the growth of cloud, SAAS, SD-WAN, managed services - amid the decline of laptops, PCs, hardware and software licensing.

Last year, Tech Data negotiated to acquire Avnet Technology Solutions for $2.6 billion. Avnet TS brings in $9.65 Billion in revenue and will increase Tech Data's share of data center revenue from just 29 percent to 45 percent. This move also gives Tech Data a presence in Asia-Pacific.

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?

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