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

mergers

AOL Gets a Surprise from Verizon

May 12, 2015

Did you know that 2.1 million people still use AOL dial-up - and pay about $20 per month for it?

And Verizon just put in a bid to buy AOL for about $4.4B in cash. (No idea where that cash is coming from. VZ has $121 Billion in debt.

4 Acquisitions Noted (+2)

May 7, 2015

I missed the announcement that BAE was acquiring SilverSky. SilverSky was a combination of Perimeter Internetworking and Silver Sky that was a major cyber security and network security firm used by a number of large service providers. BAE is a large, global defense contractor.

"Metalogix, the premier provider of management software to move, manage and secure content for Office 365, SharePoint, OneDrive for Business, Exchange, Box, Dropbox, Amazon, Google and other leading enterprise content management (ECM) systems, announced today that it has acquired MetaVis Technologies. MetaVis is widely known for its innovative and unified cloud collaboration service management platform." [I would have just said Microsoft Partner, but I guess that doesn't cover it.

A Spotlight on EarthLink

May 7, 2015

EarthLink has come a long way from the days of Mindspring and dial-up. That revenue did allow it to make big mistakes - Helio, Muni Wi-Fi - and make acquisitions to become the company they are today.

From dial-up to muni wi-fi to Clearwire 4G service, EarthLink has tried to stay close to its roots as a consumer ISP. Luckily, they made other moves to become a business servcie provider too.

M&A Rumor Mill

May 4, 2015

One big rumor is that Salesforce is being acquired. Google, Microsoft and even Oracle have all been mentioned. Although Oracle has said they will profit more if someone else buys Salesforce.

By the way, just the rumor made a lot of folks at Salesforce extra money as the stock bumped up 10% on the rumor.

News Tidbits Part 2917

April 27, 2015

Windstream's telecommunications network assets were spun off into a REIT named Communications Sales and Leasing, Inc. that is trading on Nasdaq as symbol CSAL today.

Comcast removed itself from the $45B acquisition of TWC. Both the DOJ and the FCC were opposed to it. Comcast is facing other issues, like cord-cutting and the demise of the pay-cable-TV model that it was built on.

I Just Don't See Nokia Pulling This Off

April 15, 2015

Nokia is buying Lucent for $16.5 billion. Rajeev Suri, current Nokia president and CEO, says, ""Together, Alcatel-Lucent and Nokia intend to lead in next-generation network technology and services, with the scope to create seamless connectivity for people and things wherever they are. Our innovation capability will be extraordinary, bringing together the R&D engine of Nokia with that of Alcatel-Lucent and its iconic Bell Labs. We will continue to combine this strength with the highly efficient, lean operations needed to compete on a global scale." What R&D engine? VDSL2?

Citrix and Grasshopper Make a Good Pair

April 8, 2015

Citrix has many products - DaaS, NetScaler, ZenApp, SingleSignon and the GoTo suite of products: GoToAssist, GoToMyPC, GoToMeeting, GoToTraining, GoToWebinar, Podio and ShareFile. Citrix is firmly in the cloud, collaboration and remote worker space. Nabbing Grasshopper was probably a good move.

Grasshopper is auto-attendant in the cloud for about 150K very small businesses. I am not certain that those 150K VSB do use or will use other Citrix products.

Top Tampa ISPs Sell Out

March 31, 2015

Last month, Verizon announced that it was selling wireline assets of VZT in Florida, California and Texas to Frontier. Today, Charter announced a deal to buy Bright House Networks for about $5K per subscriber or about 2.8x revenue. [Charter is only buying 73% of BHN, which may be just to take care of the hanging chad that is BHN in the TWC deal.]

Tampa Bay was the market that Verizon tested FiOS head-to-head against cable.

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.

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