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

mergers

Where Are We Now? Ode to the Agent

August 9, 2016

After the news hit (for some on Friday night, for the rest on Monday morning about ScanSource buying Intelisys), where does that leave everyone? That has been the big question on everyone's mind.

Do the sub-agents get screwed in the ScanSource deal?

What Changes?

Well it Finally Happened!

August 8, 2016

In recent weeks, I have been writing (here and here) about the soon to happen collision of VAD and Master Agency? Well it happened on Friday night.

ScanSource is a $3.2 Billion dollar distributor of hardware and software. (A much smaller Ingram or Tech Data which bring in $30-40B in revenue annually).

Mergers Culture and Brands

August 8, 2016

What It Means to Master an Agency

July 25, 2016

After rumors swirled at CP Expo in Vegas in March, the announcement is finally here: Sandler Partners is acquiring X4. This will create an entity that is doing $65M in revenue, referenced as second only to one master agency.

It is interested that some media call it a master agency, when in the press release, Sandler Partners described themselves as America's Fastest Growing Distributor Of Connectivity & Cloud Services. X4 is called a master agency though.

The Last CLEC Pivot

July 14, 2016

There were a number of big CLECs (over $500M in revenue) just 6 years ago - PAETEC, Windstream, Qwest, Cbeyond, XO, Level3, Global Crossing, TW Telecom, EarthLink, AboveNet, Zayo, and TelePacific.

By 2012, half were gone, swallowed up by acquisitions. [CBEY-Birch, Qwest-CLink, Paetec-WIND, L3-GX, L3-twt, Zayo-ABoveNet]. Today, with XO going to Verizon next year, there are really only a handful left.

A Big Shift Coming to Telecom

July 5, 2016

Our sector of the marketplace - telecommunications - is about to undergo a change. Yeah, we have been in a shift for a good while, but more is coming.

We went from TDM to VoIP to Hosted PBX to UCaaS to UC&C.

We went from T1 to cable broadband to Gigabit.

OMG! More M&A

June 20, 2016

As if we have already digested the Microsoft-LinkedIn $26B deal, there is more activity. BTW, one thing noted about the MS-LI deal is that: "LinkedIn was way cheaper at $59 per registered member than buying Facebook for $329+ per member." Saw an advert today for Office365. Get Off365 across every device for $70 per year. Not a lot of profit there.

A Short Set of Things that Happened

June 16, 2016

Why is GTT not announcing their purchase of RealLinx? They acquired this company over 2 weeks ago for a $13M. [source] Apparently, some of RealLinx is running Hypercom.

Samsung acquires Joyent.

LinkedIn to Join the Microsoft Suite

June 13, 2016

Let's start Monday with some small transactions.

First up, Blue Coat is selling itself to Symantec for $4.65 Billion. The cyber-security software company was going to go public via an IPO, but chose the private sale route, which seemed a safer bet for the PE firm, Bain Capital, that bought Blue Coat in 2015 for $2.4B and financed acquisitions to bolster the product portfolio to annual revenues of $598 Million. Blue Coat lost $289 million in those same 12 months.

Tidbits #2438

June 7, 2016

Data Center, M&A, BK, Innovation, UCAAS and more in this episode of Tidbits.

Sendhub,a business SMS provider that raised $10M, was acquired by Cameo Global, a global managed IT shop that does some contact center work.

Salesforce's leadership position in CRM now gets e-commerce with Demandware $2.8B acquisition

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