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

financials tag

Drill down on financials search:

25 result(s) displayed for financials (1 - 25 of 52):

What Will Consolidation Mean in 2015

Rob Powell has a good post collecting some of the M&A activity this year. He makes note that the Comcast-TWC-Charter transaction will create a $7B business CLEC. Seven billion dollar business is larger than Level3 (at $6.4B) or Windstream...

Comcast Merger Will Pressure CLECs

The CLEC industry has a few problems: TDM-to-IP Transition USF Reform (E-Rate, ETC) Consolidation Special Access Pricing The biggest problem by far is the Comcast-TWC merger. It will replace 2 large MSOs (Comcast + TWC) with 2 much larger...

The Stock Market is Unkind

Yahoo made $6.3 billion on the Alibaba stock IPO. It's quarterly revenue was $1.094 billion of which more than $200 million in mobile ad revenue. Investors want it to stop making acquisitions (but $3 bill in cash means it...

The Not Unusual Alteva Dilemma

A private equity group that owns 6% of Alteva made a play to buy it all and take it private. That move failed. The most interesting comment Rob Powell made was this: "[Alteva] has been seeking a future in...

A Quick Look at Telco Revenues

A short take on telco revenues including Earthlink, Windstream, Frontier, Verizon and AT&T. Is it the price revenue squeeze on telecom? Or is it the revenue dip associated with cloud services that have a lower ARPU than TDM ARPU?...

Isn't This Crazy?

Cbeyond has a market cap of $308M today. Birch is buying them for about $325M. CBEY market cap peaked at $520M in 2010. The IPO in 2005 was about $73Million. They bought a data center and hosting company and...

What to Do When Revenue is Flat?

If your revenue is flat, like it has been for cellular, triple-plays and other flat markets, what do you do? Well if you are an ILEC - like AT&T or C-Link - you raise fees. That's right. Just increase...

Lots of Questions About CLECs

At a CLEC event yesterday, many regional CLEcs were asking me about EarthLink, Windstream, the Comcast-TWC merger and Cbeyond. Will EarthLink get bought? It's a single billion dollar company that is slowly trying to become an MSP from years...

It's Good to Know Your VoIP Numbers

8x8 and RingCentral presented at the Needham conference last week. 8x8 has its investor prezo available for a look see (HERE). I wish RC and others did. Not just so I could examine the numbers in order to rank...

What Do the Numbers Look Like

Third quarter revenue numbers have been streaming out via press releases. Here's a look at some of them. Windstream's 3Q2013 numbers are declining. "Overall consumer service revenues were $324 million, a decrease of 3 percent from the same period...

Where's the Profit?

If you have been reading my blog long, you know that I find it amazing how many telecom companies have little real cash flow, income or profits. Well, Fred Wilson gave me a lesson in company value: "The lesson...

Fastest Way to Raise Revenue

If you want to raise revenue, what's the fastest way? Not cold calling for new customers. Upselling and cross-selling your current base will move the needle a little. But if you have a lot of subscribers the fastest way to...

What to Do About Dipping revenue and Profits?

These headlines are worrisome. Weaker-Than-Expected Channel Sales Impact CenturyLink tw telecom Revenue Grows, Profit Dips Windstream Profit Falls 22%, Business-Service Revenue Up Revenue is up, profit is down. But for others revenue is down. AT&T revenue is down 1.4...

A Look at Some Numbers

A look at the results from a few companies. EarthLink announced 2Q2013 Results: Revenues for 2Q2013 is $313.4 million, "which is net of $1.9 million of revenues reclassified to Discontinued Operations." CFO speak. Besides good revenue numbers, EarthLink made...

How Many VARs Are There Anyway

This is a LONG post. Kind of rambling. Sorry about that. But it does have some really good nuggets of info. Thanks for reading. Leave feedback. At the CompTIA meeting with the Telecom Advisory Council, the size of the VAR...

Level3's Storey

Level 3 has announced that Jeff Storey has been appointed by the Board of Directors to be Level 3's president and chief executive officer, effective yesterday. Jim Crowe is out as CEO.Is this a good move? Under Crowe in the...

Buying or Being Bought: Sprint

In March, Craig Moffett of Bernstein Research announced that Sprint would end up in bankruptcy. MSN reports, "After assigning a 50% likelihood in March that Sprint would end up in bankruptcy as it raced to build a national wireless network...

CenturyLink Merger Mania Does Add Up

"CenturyLink Inc.'s (CTL) second-quarter earnings fell 36% amid early-debt extinguishment and weaker margins, though the telecom company's revenue was boosted by an acquisition," writes the WSJ. "Revenue increased 4.7% to $4.61 billion, mostly as its Savvis acquisition added $278 million,...

It's Re-Fi Month

The CFO's must have seen the low mortgage rate that Mark Zuckerburg received and decided the capital markets were friendly.There is a lot of debt in telecom - some of it is refinanced for better terms, some to push the...

Cincinnati Bell to Spin Off Data Centers

Last week when asked, I said that I did not see Cincinnati Bell spinning off its data centers. One reason was that the ILEC would be left with a declining wireline business and debt, which was the reason that CinBell...

Why PR Is Important

On a call today talking about the value of different CLEC's and ILEC's and why some are trading so low and some so high. For the most part, it comes down to Wall Street's perception of the business. Actually, a...

T-Mobile Layoffs Called FCC's Fault

This makes me laugh. AT&T's SEVP for external and legislative affairs, Cicconi, wrote a post for AT&T's Public Policy blog last week that again attacked the FCC. AT&T blames any T-Mobile Layoffs on the FCC.Really?It's not the fault of T-Mobile...

It's a Mobile Monday

It's a mobile Monday as I get set to pack up to head to ITEXPO East 2012 in Miami Beach. Yahoo was being Yahoo this morning as it announced - in the same breath - that it has launched a...

Trouble at Vu

Got an email that VU dumped their entire sales force this week! The email went on “They are in dire financial trouble and their CEO is facing prison for insider trading for his sale of his stock as CEO of...

A Lesson From Netflix for You

Netflix lost 800K customers last quarter. In this article, Netflix explains that it made some errors in communication and branding. Netflix did a poor job of communicating the price increase to its customers. It did a poor job of explaining...
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