telco tag
23 result(s) displayed for telco (1 - 23 of 23):
Sunset
We are watching the sunset of many things in telecom. The PSTN, growth, innovation, copper plant.While there is much change going on in the industry, a lot hasn't changed. VZ just pumped almost $350M into its Florida wireline infrastructure. So...
Is it Cloud versus Agents?
Is it Cloud versus Agents?As an Agent, I sell bandwidth and transport almost exclusively. I am learning that the Channel does not want that business. The carriers do, but on the wholesale/carrier side. No 10GB private lines. No 1GB ports....
Are Telcos Outside Their Delivery Zone?
The ILEC's were really good at delivering a monopoly TDM-based dial-tone product. And later got very good at T1 and T3. Was that the extent of the research that the old AT&T Labs could provide? DSL, while slower than cable...
Churn Predicted by Social Influence
Found this preso this morning on twitter: Social Network Analysis for Telecoms. "A major North American telecom sought to identify factors driving customer churn. We applied social network analysis over several billion call records. We found that customers with a...
The Telco Customer Experience
There has been some buzz on twitter about the telcos working on bettering the customer experience. Despite JD Powers awards, the average customer is not happy.Those that are still on Telco 1.0 with POTS and DSL do not have a special relationship. And...
The New New Telco
What does Facebook have to do with the New New Telco model? Well, according to this blog post, Facebook has more data, connections, and users than any telco ever did (which is unfortunately true). But is it a telco? Consider...
Cloudy With a Chance of Rain
The news is filled with Cloud and mergers. Will it Rain?Rain is revenue. Will all these acquisitions turn into revenue? We’ll wait and see, but most big mergers do not see the synergies that were predicted.The big merger is The...
What Have I Been Saying?
Gary Kim writes, “A study of data submitted by 221 small U.S. telcos by Telergee Alliance confirmed trends you would expect: Broadband and wireless are growing, cable TV is flat, and voice is declining. As has been the case for...
Debt and Finances
I'll readily admit that I am not a financial wizard. I am risk adverse and think that playing the stock market is like a casino (the deck is stacked against you). Then I read The Big Short by Michael Lewis...
Mergers Only Mask the Truth
I have a firm belief that most mergers are just ways to make the books look better by clouding the numbers. Take this headline from the Morning Journal, "CenturyLink has profitable second quarter, primarily due to acquisition". I agree with...
Zayo Buys AFS
As Rob Powell predicted, the self-proclaimed Fiber Bigot, Dave Rusin, CEO of Rochester-based American Fiber Systems, sold the company to Zayo. Some reports were that the sale price was $185M, but Zayo is stating that number is ridiculous. The original...
Is FiOS Crushing Verizon?
Is Verizon getting crushed by their FiOS project?A source says that the labor force internally has shifted around so that the FiOS department is a separate stand-alone department without access from other departments. In other words, FiOS is a silo....
The Numbers Don't Add Up
When Net Neutrality folks say we need competition, I laugh. Never gonna happen. Why? Competition that is just too big and powerful (for now).When Agents cry about the ILEC Channel programs, I shake my head because it has been about...
Qwest Merging with CenturyLink
News reports this morning from NYTimes, BusinesWeek and MarketWatch have CenturyLink merging with Qwest in an all stock deal. Huh?!"The firms say the deal values Qwest at $22.4 billion, including $11.8 billion of assumed debt." [MW]"The combination creates a national, 173,000-mile...
Which Docket, Dave?
Dave Rusin is the CEO of American Fiber Systems. He is a self-proclaimed fiber bigot. He has a two part blog post about the Special Access fight at the FCC. Dave may have his dockets confused. He calls it the Special Access...
It's The Customer Experience Stupid
I'm flying today on AA. They will charge your credit card for everything -- even the unfiltered, warm, smelly air if we could - airline. You can speak to a human at the airport gate who will tell you to...
Pimping Your Product
On a listserv today, I replied to a wholesale account exec at a reseller that had just plugged his service to the list. In the reply, I said "that's one way to pimp your product" then went on to explain...
What Would You Do?
Let's say you had a Channel Manager who only checked email twice a day: 6 AM or 7 PM. Nothing in-between. You couldn't get much response out of him outside of that. It's affecting your ability to get quotes and...
Bandwidth Caps
Bandwidth caps have more to do with preserving TV revenues than network management business. Yes, there are issues of last mile and node congestion for both telco and cableco networks. It is also a function of the band-aid approach that...
Telco by the Numbers
Ma and Pa Bell (better known to you as AT&T and Verizon) added about 3 Million cellular users in 2Q08. Where did those subs come from? Certainly some came from other carriers like Sprint-Nextel. Some are family handsets, maybe. And...
Flat Markets
All the telecom markets are flat: landline, cellular, broadband, TV, and long distance minutes. This makes it incredible hard to grow and remain profitable. Price comes into play more often (ask the guys that sell LD minutes). What one company...
FISA Compromise Bill
Helping David Isenberg spread the word today about the "Under the surveillance "compromise" that the House of Representatives approved today, telecommunications companies that participated in the government's warrantless surveillance program would get immunity from civil lawsuits as long as they...
The Billion $ Big Deal
Over at isp-bw, we spent an evening discussing XO's future. With Icahn as the owner of 60% of the stock, 90% of the debt, and 6 board seats, he has the company and any minor shareholder over the barrel. R2...
