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

mergers

Some M&A

February 10, 2016

ThinkingPhones has re-branded as Fuze, a video conferencing company it bought recently. Apparently they are running away from the idea of phones.

Muni merger in Virginia: "Duffield, Virginia-based Sunset Digital Communications announced last week that it will purchase the OptiNet Division of Bristol Virginia Utilities Authority, which operates a broadband network in Bristol, Virginia."

GTT made another acquisition; this time it picks off Telnes Broadband for just $18M.

20 Years and what?

February 10, 2016

So we are at the 20 year anniversary of the Telecom Act of 1996. So many companies have come and gone. So many billions have been invested. And yet the largest telecom providers are Comcast, AT&T and Verizon.

Tidbits # 2428

February 5, 2016

IOT

Cisco buys Jasper Tech for $1.4 billion, because Jasper's IoT cards are inside GM cars, vending machines and car charging stations.

The number of IoT developers is growing exponentially - "According to VisionMobile's new IoT Megatrends 2016 report, 4.5 million developers are working on IoT applications." According to TechRepublic, these developers are buying into revenue, not hype. Well, I would beg to differ as noted by the shift away from Wearables.

A Big Deal in the Works?

February 3, 2016

The rumors are swirling about a couple of big deals in the works. I think many folks would like to see Comcast buy T-Mobile.

I don't think anyone wants to buy Sprint, whose wireline - the old Pin Drop fiber Network - is only bringing in $581 million in revenue these days. That won't help offset the $33.8 Billion in debt that is hanging over them.

The Storming of Canada

January 22, 2016

Last week, Zayo bought Allstream from MTS. Allstream was a Canadian B2B telecom with a lot of fiber.

Shaw Communications in 2014 bought data center company, ViaWest. There has been a few large transaction across the northern border in the last two years.

Birch is making a move into Canada too.

Uh Oh, Microsoft is Closing the Gaps

January 15, 2016

Some folks think I am picking on the VoIP space (see this post). Maybe I am. Hosted PBX started for me in 2003 when Broadsoft's second customer rolled out its platform and signed me up as their first agent. It has been a struggle ever since.

Data Center M&A to Start off 2016

January 11, 2016

Verizon put its Terremark division up for auction. Windstream sold its data centers to TierPoint. Rumor has it that CenturyLink and AT&T are looking at selling their data centers.

The market for data centers is at a high - and the telcos need cash, so a sale makes sense.

CTI Group Acquired

January 6, 2016

Are the Telcos in Deep Trouble?

January 6, 2016

When you bet the farm on cellular things may not go as planned, especially when you are spending $9B a year on the network alone.

"Verizon ended the fourth quarter with 108.2 million total retail connections and 102.1 million total retail postpaid connections," according to Fierce. At an ARPU of $51.55 according to this site. That is $5.58 Billion per month!

End of Year Summary (Tidbits part 2426)

December 31, 2015

Lots of lists and best of posts out there. I am just going to run through the tidbits that I thought were interesting.

Citrix bought the auto-attendant in the cloud company, Grasshopper, earlier this year for about $161.5 M per 10Q filing. Grasshopper revenue was about $50M if you consider ARPU of $11 and about 350K users.

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