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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 numbers search:

25 result(s) displayed for numbers (1 - 25 of 47):

The Next Billion Dollar Telecom Player

GTT has been on an acquisition tear lately. They bought Perseus and Giglinx in the last month. "Perseus specializes in the ultra low latency connectivity used by the high frequency trading community," according to Telecom Ramblings. The purchase price...

The Accordion Channel Strategy

An Accordion is a musical instrument that is stretched and squeezed while the piano like keys are played. A better analogy might be Thermal Expansion and Contraction. Channel heads tend to have this mentality of "Let's sign up EVERYONE!"...

UCaaS Growth Forecasts

Per a TMR study, "the global market is expected to reach a value of US$61.9 bn by the end of 2018 from US$22.8 bn in 2011. The market is estimated to exhibit a strong 15.70% CAGR between 2012 and...

The Next Two Revenue Streams

AT&T is buying TimeWarner. Verizon bought AOL and is buying Yahoo. Comcast invested $200M in BuzzFeed. AT&T and DISH are "partnering to acquire INVIDI Technologies. Ad agency WPP is also part of the deal, which gives AT&T a controlling...

10 Years of Telco Hubris

The year was 2005. The place was the Supreme Court for the Brand-X case. Cable won. Internet was deemed an information service that did not have to be shared. Only UNE's from LECs had to be shared. [UNE-P was...

Research Firms Missed Again on UC

MarketsandMarkets states that the UCaaS market size is expected to grow from USD 17.35 Billion in 2016 to USD 28.69 Billion by 2021, at a Compound Annual Growth Rate (CAGR) of 10.6% during the forecast period. In contrast, Transparency...

VoIP Tidbits (Part 2430)

ANPI announced that it was launching a residential package. That will be hard to do on a Broadsoft platform, because the licensing is deemed too expensive. One telecom exec mentioned that ANPI was following the Vonage model. I disagree....

By the Numbers

Some interesting stats I have seen. Saw stats that Vonage has 514,000 business seats. "Birch recently announced the addition of 80,000 buildings to its Metro-Fiber network in November 2015." I wonder which cable provider they signed a wholesale agreement....

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...

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...

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...

Commissions by Common Core Math

I listened to a presentation recently that suggested that new telecom agencies are not opening up (or at least not faster than closings and mergers). I was skeptical until this weekend when I was doing referral checks. One MPLS...

Some More Studies and Stats

In 3Q 2014, Verizon "global enterprise revenue declined $155 million or 4.4%. Revenue declines in legacy transport services and CPE continue to outweigh growth in newer and more strategic applications which are smaller in scale," said VZ Comm CFO...

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...

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?...

Are You Getting Rejected By Cable?

I hear a lot of stories about cable: (1) About a one-third order drop out rate due to no facilities: (2) Intensive paperwork for orders and quotes; and (3) clean orders are rare, which causes rejections that result in...

A Look at ShoreTel Numbers

The WSJ posted revenue numbers from Shoretel. I am taking a guess that these would be industry average or demonstrate what all PBX vendors are seeing. ( could be wrong.) "Recurring revenues, which consist of cloud monthly recurring revenues...

Hosted PBX Sales Increasing

Blame some of it on the TDM-to-IP transition, but a lot of the reason that Hosted PBX sales are increasing is due to the large number of service providers offering it. Today, CoreDial tweeted, "Sales of #hostedPBX and #unified...

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...

Ring Central and J2 are Popping

Ring Central saw a bump in the stock price in Wall Street's response to RC's earnings report. Quarterly revenue increased 37% year-over-year to $45.3 million. Total revenue was $160.5 million for the full year of 2013, up 40% from...

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...

Wanted Windy West Data Center

Windstream CEO Jeff Gardner stated during the Bank of America Merrill Lynch 2013 Leveraged Finance conference, "We're really at a time where we can start looking out at acquisitions again to accelerate this transformation focused on the enterprise space...

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...

It Had to Happen

Nirvanix has supposedly told its enterprise customers that in two weeks it will be closing down its cloud storage service. This had to happen. it probably happens more often than we notice. There are at least a thousand hosted...

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...
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