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

telco

The Next Billion Dollar Telecom Player

June 26, 2017

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 was $37.5M plus the assumption of $3M in capital leases.

The Cable Merger World Churns

June 23, 2017

There was a report that Verizon tried to buy Charter for about $100B. It was rejected for being too low.

The other rumor is that Altice which bought Cablevision and Suddenlink is looking at a nearly $2B IPO and will use those proceeds to buy Cox. But that may not happen because Charter now wants to buy Cox.

John Malone, the pioneer cable consolidator, has been all about consolidating cable, telco and wireless.

How Will the Consolidation Affect Sales?

May 19, 2017

If everyone did integration in a similar fashion to the XO-Verizon deal, it would be great. Slow and steady. It isn't a sprint; it is a marathon. No confusion or chaos.

A Look at the Future of Wireline

May 10, 2017

The news out of small ILECs like TDS and Cincinnati Bell is that fiber to the home is selling well but more importantly is increasing retention and lowering churn. (Customer acquisition costs are very high in flat product segments like consumer broadband, cellular service and TV.)

Even Fairport, acquired by RLEC Consolidated, is upgrading its network for higher speeds. Some of this is due to the fact that cable is winning the broadband war.

How Broken is Telecom? (This is a Rant)

April 26, 2017

It started as just 1 problem, but I ended up writing about 3 messes.

I try really hard to avoid cablecos. They don't like the Channel; they don't like wholesale. It seems that direct sales reps can get pricing much faster.

Why TelePacific is Re-Branding

March 24, 2017

In this podcast, I speak with TelePacific's SVP Ken Bisnoff on why TelePacific is re-branding. The CLEC of old is gone. Telecom is shifting to be more than voice and Internet. TelePacific has transitioned to a Managed Services Carrier with its acquisition of DSCI.

Telco TV is a Disaster

February 14, 2017

Imagine spending billions to not only upgrade plant to handle TV streams, but buy/build cable head-ends, negotiate content, test out set-top boxes, train technicians, ramp up advertising and staff call centers for sales and support. Do all of that to catch up with cable (who are eating your profitable lunch in the T1, DSL and POTS business). And after spending the combined billions for U-Verse, FiOS, PRISM, et al -- you are still losing subscribers because (a) your broadband pipes are slow; and (b) cord cutting hits its stride.

Now imagine that you are so far behind in voice that cablecos are considered the incumbent!

The Cost of Competition

February 6, 2017

As the new FCC enters a pro-Big Boy era (again), competition will not be a word we will hear often. Consolidation is making it hard to find more than one carrier in a building. - or a territory.

The Age of the CLEC - the competitive carrier - is at end.

Verizon Now Courting Cable

January 26, 2017

Is it because the top 3 cable companies are launching an MVNO business? Or is it because AT&T bought DirecTV and now TimeWarner? Or is it because last year Verizon had a net loss of 282,000 Broadband Customers? Why is Verizon reportedly courting to buy a cable company?

The Beginning of 2017

January 3, 2017

Wired has two articles about Amazon becoming an ISP; and Google FB Amazon taking over for the telcos.

"Put it all together and you can see a day when you're watching content that Google produced disseminated via infrastructure that Google owns on a phone that Google made using wireless service Google brokered." Amazon tried it and failed. Google's phones are nice, but the Fi service has done about as well as Google Fiber.

The opposition - the cellcos, the RBOCs, the ILECs - don't want to be just dumb pipes.

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