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

mergers

Talking Channel and Opportunity with TelAdvocate

November 11, 2016

Tidbits #2441

November 9, 2016

Here are some interesting stories.

The US presidential election is finally over.

So is IPv4!

GTT is buying Hibernia Networks for $590 million (mostly cash). Hibernia adds sub-sea assets to GTT's Tier 1 global network.

Channel Outlook in a Mega-Merger World

November 7, 2016

With all of the deals going on being a telecom partner is a nervous business. Why do I say that? Uncertainty is never good. Less choice is never good. Less competition is unhealthy for an industry.

As the Telecom World Spins

November 4, 2016

It is happening so fast. Here's this week in M&A:

CenturyLink just sold off its data center business that was a combo of Qwest Cyber Centers and SAVVIS to a group of PE firms for $2.15B in cash and C-Link keeps a minority stake worth $150M in the new company. CL bought Savvis for $2.5B in 2011.

Another Acquisition in VoIP

November 3, 2016

This M&A is in what I consider wholesale as the private equity firm that owns Onvoy, GTCR, is acquiring Inteliquent for about $800M, a 37% premium to Inteliquent's closing stock price. Interesting, $90M in revenue for $800M.

Inteliquent was formerly known as Neutral Tandem, with an initial business plan to be an alternative tandem switching platform for CLECs and VoIP Providers. They re-branded after they bought Tinet adding network to their strong voice service.

Broadsoft Goes Deep in White-Label

October 31, 2016

These acquisitions are coming faster than I can type!!! Sheesh! Broadsoft is buying VoIP Logic!

This is ironic because when BSFT bought Intellinote and made a bunch of announcements about spreading BroadCloud and BroadBusiness, I remarked they should just buy VoIP Logic.

CenturyLink Buying Level3: Dumb Idea

October 31, 2016

The rumor on Friday turned out to be true: CenturyLink is buying Level3. CenturyLink has its roots in the RLEC business. It has acquired a number of smaller RLECs throughout the years including VZ and GTE assets. In 2002, it started making mistakes when it sold its cellular business to ALLTEL.

Rumor: Level3 to Merge with CenturyLink

October 28, 2016

This was the big rumor yesterday that the Wall Street Journal started. There was speculation back in July about Level3 being up for sale. There even was the rumor that Comcast was going to buy L3.

Level3 has a bad quarter financially and the C-Suite says, "Don't look here!

Musings on Ma Bell

October 26, 2016

On my other blog, I linked to two WSJ graphics that show all of the consolidation in telecom. There is also a link to the fact that 6 companies own 90% of the media in the US. Consolidation under Obama has been unfettered.

I wonder back to when AT&T tried to buy T-Mobile in 2011.

2 Big Mergers and a Smaller One

October 24, 2016

In 2000, AOL bought Time Warner for $164 Billion, an outrageous amount of money fueled by the dot com bubble. It was the worst merger in history. AOL was spun off in 2009 and was acquired by Verizon in 2015 for $4.4 Billion. Now, AT&T is looking to buy Time Warner for $85 Billion ($109B with debt included).

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