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

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Drill down on financials search:

25 result(s) displayed for financials (1 - 25 of 66):

Billion Dollar Time Bomb

It used to be a celebration to hit a billion dollars in revenue in the CLEC space. It was like they crossed the finish line, because after they hit the billion dollar revenue mark, they went for beers and...

Skype is Taking Share

Microsoft beat Salesforce in the enterprise SaaS market in Q2, according to Synergy Research Group. "Microsoft was only number two with 7.9% market share of the global enterprise Software-as-a-Service industry in H1 2015." Now in "Q2 2016 resulted in...

The Mighty Light of Wall Street

Going private has been a thing for the last few years. Avaya did it. Dell did it. PGI did it. Polycom is doing it. Now Rackspace is being bought out by private equity. Dell and Rackspace had the same...

The INC5000 is Out

I like the INC5000 list for 2016 because it is audited revenue, not the stuff of legend or press release. Birch is on here with $591M in revenue in 2015, which looks like the lost about $100M of the...

Are the Telcos in Deep Trouble?

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...

News Tidbits Part 2923

A lot of lit tidbits popping up. If you follow me on twitter, then you may have seen some of this already. Cyber Monday crashed Target.com, but Tom Peters' fans crashed dropbox. Tom Peters put out an email to...

Some Companies Are Doing Well, Some Not

The quarterly revenue numbers are coming in with some companies doing well, some notsomuch. The cablecos are doing well. The top 4 (public) MSOs - Comcast, TWC, Charter, Cablevision - "these four companies alone accounted for about 22% ($8.8...

Really Big Mergers

Dell-EMC, Charter-TWC-BHN. Anheuser-Busch InBev-SAB Miller. Big mergers usually amount to nothing good for customers. It is really about getting bigger, scaling up, too big to fail, but too big to execute. The Charter acquisitions are facing opposition from many,...

A Lesson from Airlines

Have you noticed that the airlines are a lot like the telecom industry? Both used to be regulated; now neither are. Both had a bubble resulting in bankruptcies. Consolidation happened in both industries - with a disaster for consumers....

Charter Bulking Up

Charter bid on TWC before Comcast. Comcast wasn't going to get past regulators. Charter is hoping that they will with 2 bids in this week. One to buy TWC where Charter will pay $55 billion in cash and stock...

News Tidbits Part 2917

Windstream's telecommunications network assets were spun off into a REIT named Communications Sales and Leasing, Inc. that is trading on Nasdaq as symbol CSAL today. Comcast removed itself from the $45B acquisition of TWC. Both the DOJ and the...

Telecom News Tidbits Part 2927

A few things going on besides the color of a dress and the FCC orders (here and here). Here are some telecom tidbits. Windstream didn't have good results this quarter. The former CFO/ new CEO had some explaining to...

Cable Will Win

The Telecompetitor spends a lot of space on Chattanooga's muni network - as if it was the perfect model for a Gigabit network. Two problems with it: (1) it cost taxpayers literally millions of dollars via bonds and federal...

The RBOCs: Copper, Spectrum, Regulation and Sales

We have just 2 RBOCs - regional Bell companies left - AT&T and Verizon. You might consider CenturyLink an RBOC (because of US West), but since they don't have the same business model as the other 2, I just...

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...
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