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

mergers

C Spire Nabs Alabama UC Player

December 11, 2013

C Spire, formerly Cellular South, has announced the acquisition of Callis Communications from Mobile Alabama. Callis Comm is a Broadsoft based unified communications provider who recently expanded as a facilities-based CLEC in the greater Mobile region.

C Spire is the nation's largest privately held wireless communications company, is based in Ridgeland, Mississippi and employs nearly 1,200. C Spire Wireless is owned by the holding company Telapex, Inc., which also owns Telepak Networks, a fiber provider in that region.

Short Week Musings

November 26, 2013

Thanksgiving and Hanukkah this week mixed with winter weather in many parts of the US has made for a slow week, but a busy travel week. Soon, thanks to the new FCC Chair Wheeler, that passenger barely squeezed into the ever shrinking airline seat next you will soon be able to use his cell phone on the flight - further annoying already annoyed people.

Blackberry has a new CEO, John Chen, who is making $88 million to sell them off, because if his tenure at Sybase is any indication, he isn't a turn around exec.

After 34 years as chairman of Level3, Walter Scott is retiring.

Is Oracle Coming for Broadsoft?

November 21, 2013

Today, Broadsoft's market cap is about $733M; it would cost Oracle approximately $890M to buy BSFT to complete the Telecom acquisition package of Tekelec, Acme Packet, Oracle's marketing automation (Eloqua) and customer service (RightNow) offering.

Tekelec evolved from a class 4 switch to some kind of mobile policy machine with connections to IMS and LTE. One of the problems facing Hosted PBX providers presently is that mobility is like a patch or add-on. There are limitations for the mobility play due to a bunch of factors, like too many devices in the marketplace, multiple platforms (iOS, Android, Win8, Blackberry), and a separate carrier provides the cell service.

M&A This Week

November 15, 2013

IBM jumped into MDM (mobile device management) with its purchase of Fiberlink. "Fiberlink's MaaS360 cloud-based offerings, IBM will expand its bring your own device (BYOD) capabilities to deliver a complete mobile management and security solution through IBM MobileFirst that includes trusted transactions and security intelligence capabilities for mobile apps, users, content and data." [source] Fiberlink was the first MDM firm to support Google Glass.

8x8 is really branching out. First with Softbank in Japan in cloud and now buying a UK service provider.

The M&A in the Clouds

November 4, 2013

Because so many companies are either flush with cash or have a heavy credit line, the acquisition activity has been robust.

Fist up, a merger of two cloud security companies: Total Defense Acquires iSheriff.

VMWare bought Desktone, a virtual desktop company who owns the Desktop as a Service trademark. This will be a nice add to VMware's own VDI (virtual desktop infrastructure) initiative with vCloud, vSphere and Horizon View. Someday DaaS will be big in North America.

Broadsoft Alum Acquired by Fidelity

October 17, 2013

Now that it is out there I can report that cloud-based video conferencing service, Vidtel, was acquired by Fidelity. Wainhouse, a research house for the telepresence industry, let the news out yesterday.

Vidtel, based in Sunnyvale, CA., was founded by former Broadsoft CMO, Scott Wharton, in 2008. Alex Doyle, another Broadsoft alum, was Vidtel's VP of Marketing.

Roundup: TDS, Zayo, Birch and the Business Markets

October 15, 2013

Zayo scooped up some more fiber - dark fiber this time. Zayo adds 1,200 route miles of dark fiber that hits Chicago,Des Moines, Omaha and Denver in its acquisition of Fiberlink LLC. No financial details were available from privately held Zayo.

Birch closed on its Lightyear Networks deal, since Lightyear settled its USF contribution dispute with the FCC - even during a shutdown.

Vocalocity Acquired by Vonage

October 10, 2013

Rich Tehrani has a good analysis of Vonage finally getting in the B2B space by acquiring Vocalocity. Vonage is acquiring Vocalocity for "$130 million, including $105 million in cash and $25 million in Vonage common stock."

It is interesting to note that Vocalocity was on schedule to hit $56 million in annual revenue this year. That makes this buy 2.3x revenue.

TWC Surprises Everyone by Buying DukeNet

October 7, 2013

TW Cable surprised everyone by buying DukeNet for $600 million in cash to gain access to the 8,700 mile fiber network which will help TWC hit more businesses.

All cablecos realize that growth will come from the business market. The consumer side - long the hallmark of cable - is declining. Cord cutting has reached 9% of households.

RingCentral IPO and Other Activity

October 2, 2013

The US dollar isn't worth what it used to be. Twitter has an IPO filed that estimates the value at almost $13B. Twitter is still growing and on target for $1B in revenue but is losing about $110-$150 million per year. Co-founders Evan Stone and Noah Glass do not own any stock in the company.

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