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

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Telecom Tidbits (Part 2431)

On Friday (April 1), Frontier takes over Verizon's territory in Florida, Cali and Texas. "The $10.5 billion acquisition is a big move for Frontier.... The company's current workforce of 19,200 will increase to about 29,200 and its customer base...

What Are They Feeding Enterprise?

After a 27 hour trip to Enterprise Connect, I can safely say that we have an unqualified me-too business. Video conferencing and collaboration - now called meetings and workflow - were printed on every booth. Here is what I...

What is Verizon Doing?

After the rumors a couple of weeks ago that were covered by me, Rich Tehrani, TMC's TechZone and Ramblings, Verizon put an offer on a slightly used CLEC with fiber and spectrum for $1.8 Billion. VZ will be buying...

20 Years and what?

So we are at the 20 year anniversary of the Telecom Act of 1996. So many companies have come and gone. So many billions have been invested. And yet the largest telecom providers are Comcast, AT&T and Verizon. Lots...

A Big Deal in the Works?

The rumors are swirling about a couple of big deals in the works. I think many folks would like to see Comcast buy T-Mobile. I don't think anyone wants to buy Sprint, whose wireline - the old Pin Drop...

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...

Mergers, Acquisitions and Moves

There has been a lot of activity in the last couple of weeks in the telecom sector. Here are the highlights. Verizon decided to put its Enterprise business up for sale for $10B. Rumor has it that the data...

Promises Unkept

As the mergers (AT&T/DirecTV and Charter-TWC-BrightHouse) are coming under review at both the Dept. of Justice and the FCC, the propaganda machines are full swing - especially by AT&T which has a formula for getting its way at the...

Analysts' Views: Part 1

Reading Jeff Kagan's take on the Big 3 Telcos - Ma Bell, Pa Bell and C-Link - makes me think that analysts only read press releases. Or just talk to the PR department. In that piece, Kagan says he...

3 Cable Stories That Are Good Reads

As I wrote previously, our industry hasn't really applied the technology that we push on our customers. Don't you ever wonder Why Your Cable Company Doesn't Always Know If Your New Address Gets Service? One reason is simple data...

AOL Gets a Surprise from Verizon

Did you know that 2.1 million people still use AOL dial-up - and pay about $20 per month for it? And Verizon just put in a bid to buy AOL for about $4.4B in cash. (No idea where that...

Why I Have a Mad on for the Monopoly

Recently, I was asked (once again) why I have a mad on for the Verizon. It isn't Verizon. It is the whole collection of Duopoly - VZ, ATT, Fairpoint, Comcast, Cox, Charter, et al. They have let me down...

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...

Top Tampa ISPs Sell Out

Last month, Verizon announced that it was selling wireline assets of VZT in Florida, California and Texas to Frontier. Today, Charter announced a deal to buy Bright House Networks for about $5K per subscriber or about 2.8x revenue. [Charter...

Verizon Invites the Channel Once More

Jon Arnold wrote up a good review of Verizon's Broad Cloud offering (VCE). One glaring problem is that it targets in the SMB market. Arnold says that it is presented as a TDM replacement service. Why then is VCE...

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...

At the FCC

While a lot is happening at the FCC, I haven't written much about it. My focus has been elsewhere - and most readers couldn't care less about regulatory. That said the USF Reform is still going on, including E-Rate...

News Tidbits Part 2915

While Verizon is selling its wireline (including approximately 1.6 million FiOS Internet customers; and approximately 1.2 million FiOS Video customers), AT&T is upgrading U-Verse to 75 Mbps in some areas. Now they will actually be delivering broadband under the...

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...

3 Reasons Channel Management Needs a Slap

It's amazing to me how people who manage channel operations for carriers (and likely have not worked in the channel as a partner in at least 8 years) can give partners advice about running their business. Have you looked...

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?...

More Verizon Netflix Buffering

On Verizon's public policy blog, there is a response to the Netflix buffering issue - sort of. It's kind of funny. "Verizon received an email from a customer in Los Angeles asking why he was not getting a good...

The Snowden Effect on US Cloud Sales

There are a couple of articles on Telecom Ramblings (here and here) about the Snowden effect on US cloud and network hardware sales. On the one hand, a US company losing a big contract in Europe is a bad...

Verizon Says Pay Up (Cuz We Don't)

Verizon pays no taxes. "Verizon was among 26 Fortune 500 corporations that were consistently profitable between 2008 and 2012 yet paid no federal income taxes, according to a new study," according to this article the Chronicle. VZ collects a...
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