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

mergers

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.

Telecom Tidbits #2447

March 3, 2017

CenturyLink sold its data center business (57 sites) to a consortium of PE firms fronted by Medina Capital Advisors for $2.3B end of last year. Details were sketchy for agents who had clients in those data centers. And we are still waiting. At least now we know that the spin-off will do business as Cyxtera.

Yes, Fonality, I am Skeptical (of the VoIP Sector)

February 24, 2017

Apparently, one slightly snarky tweet and a single line item in Tidbits - "A head scratcher: Fonality got bought by Netfortis. Asterisk and Genband." - was annoying to the provider being acquired.

I spoke to five people in the VoIP space familiar with Fonality and none of them had much insight on why this move happened. Well, one answer: scale.

Telecom Tidbits #2446

February 23, 2017

According to Lookout Security, "More than six million user accounts and personal records were breached in January alone. Nine major companies were compromised, including Sanrio, the owners of the Hello Kitty brand; Supercell, a popular mobile gaming company; and Popeyes Louisiana Chicken, a well-known fast food chain. And 44 percent of the January breaches included stolen passwords, Social Security numbers or dates of birth. These pieces of personal information are valuable to criminals, since they may be able to sell it online to identity thieves." Maybe change your password from password or your child's DOB to something a little secure.

Telecom Tidbits (part # 2445)

February 14, 2017

An interesting find: There is a CIO survey which finds Microsoft Azure will overtake Amazon AWS for Infrastructure as a Service (from July 2016).

Microsoft has been far behind AWS but then they started later too. This study shows that AWS has 45% share of public cloud infrastructure market -- more than Microsoft, Google, IBM combined.

Amazon launched a conferencing service called Chime.aws.

The Cost of Competition

February 6, 2017

As the new FCC enters a pro-Big Boy era (again), competition will not be a word we will hear often. Consolidation is making it hard to find more than one carrier in a building. - or a territory.

The Age of the CLEC - the competitive carrier - is at end.

Verizon Now Courting Cable

January 26, 2017

Is it because the top 3 cable companies are launching an MVNO business? Or is it because AT&T bought DirecTV and now TimeWarner? Or is it because last year Verizon had a net loss of 282,000 Broadband Customers? Why is Verizon reportedly courting to buy a cable company?

Cologix and Equinix Make Moves

December 5, 2016

The data center space is fluid right now. Cologix is up for sale according to Ramblings blog and WSJ. Chris Palermo, CEO of master agency Global Communication Networks said, "Cologix is a quality provider that has run an agent friendly channel, for years. Ten acquisitions later, they have grown into an interesting candidate for several data center providers [to buy]." The expected buyer yesterday was Equinix.

Advice for Partners for 2017 [podcast]

December 5, 2016

Jeff Ponts of Datatel; Emmett Tydings of AB&T Telecom; and Chris Palermo of GCN joined the podcast this week to talk about the M&A in the industry and what partners can do to mitigate risk in 2017.

It has been a turbulent year with a lot of mergers and acquisitions. It makes people anxious.

Jon Arnold is a fellow blogger who recently saw Guy Kawasaki keynote Nextiva's event.

Fairpoint Merging!

December 5, 2016

Three pieces of news in the industry today. One involves Cisco Partner. [Presidio is filing for an IPO. MSPs rejoice. It could be valued at $3B.] One is a data center player.

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