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

mergers

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.

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.

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