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

mergers

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.

The FCC is Busy (Part 2)

September 25, 2013

Top stories at the FCC, where there seems to be a lot of activity lately.

The FCC's Wireline Competition Bureau clarified the rules for data collection for Special Access circuits. WC Docket No. 05-25 Report and Order is out.

Susan Crawford writes, "The giant companies that sell access to the Internet are working on multiple fronts to ensure that no regulator has any real authority over them." She is talking about the last 2 RBOCs - AT&T and Verizon, although VZ is the one making the most noise with its lawsuit against the FCC.

"The Obama administration has filed a petition with the Federal Communications Commission asking that all wireless carriers be required to unlock all mobile devices," reports many sources.

Broadvox Sells Cloud Business to Fusion

September 16, 2013

According to a Broadvox press release, Fusion Telecom (OTC:FSNN) signed an Asset Purchase Agreement to acquire the "Broadvox retail business services' assets and operations. Under the terms of this Agreement, Fusion will be integrating key staff, platforms and network employed in the current delivery of the Broadvox retail services into its NBS cloud communications division."

This transaction comes at a funny time, because at the show I was told that Broadvox's SIP trunking business was up for sale. Either Broadvox is selling itself off in pieces after churning through two sets of management (including Speakeasy) or the SIP business is staying and the retail stuff is going.

A Laborious Weekend for Bankers

September 3, 2013

A weekend of labor by bankers and telecom execs resulted in two purchases. Verizon finally was able to rest full control of VZW out of Vodafone. However, it cost VZ $130 Billion to do that. Vodafone's 45% ownership of VZW was purchased "for $58.9 billion cash, $60.2 billion stock and $10 billion in other consideration," according to WSJ.

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