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

telco

A Quick Look at Telco Revenues

August 21, 2014

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?

"Windstream revenues decreased 2.4% year over year to $1.466 Billion in the second quarter. Data center and managed services revenues, which total approximately $31 million, increased 20 percent from the same period a year ago." [source]

"Service revenues fell 27.7%, while Product revenues reduced 8% year over year.

Head Count Down for the Count

August 15, 2014

The other concern at ITEXPO was all of the layoffs in telecom. The number of telecom jobs has dramatically shrunk in the last 4 years - and is still shrinking.

As the industry looks at even more consolidation from these big 3 moves - Comcast-TWC, DirecTV-ATT and L3-twt. How many synergies will be let go with this M&A?

Structural Separation via REIT Equals Zero Taxes

August 5, 2014

Windstream got the endorsement of the IRS to transfer their assets - copper and fiber plant - to a REIT and lease those assets back to the telecom corporation. In the process, Windstream will save a ton on taxes. That's awesome.

If it flies, the other ILECs - ATT, C-Link, VZ - will be right behind them.

The Mammoth Model

August 5, 2014

I received the rather sporadic newsletter from Mammoth Networks today. While reading it, I noticed that the evolution of Mammoth is very similar to many other ISPs.

"Like most early adopters of broadband, Mammoth Networks started with DSL as our only product. We focused our efforts from 2005 to 2009 on our DSL and ATM platform, sprinkling T1s into the network at times."

Telecom Transitions in Rural America

May 15, 2014

I notice that with the changes to the USF program (transition from paying for voice lines to broadband); the end of broadband stimulus dollars; the end of inter-carrier compensation; and the TDM-to-IP transition the IOC (independent telephone companies) community is in a huge state of flux. It's federal funding is dwindling while it has to make big shifts in tech and business models.

VARs, VADs, inter-connects, CLECs, even Agents have been in turmoil as business models have had to morph. The entire telecom ecosystem is shifting.

Things That May Interest You

April 24, 2014

There are a bunch of things that I want to comment on but just don't have the time. Yet they may be of interest to you. I did get to comment on the FCC's net neutrality ruling and the Cbeyond-Birch merger.

For one thing, I hope that the CBEY-Birch deal doesn't become the Fairpoint-VZ deal.

The Fight Between Verizon and Netflix

February 23, 2014

It seems to be all over the news (like here) that Verizon (and Comcast) aren't happy with Netflix. Netflix has too many users and eats up too much bandwidth.

Users buy bigger pipes and FiOS just to get faster (they think better) Internet access to enjoy Netflix or Hulu without buffering. Surprise!

The Channel is Shrinking

February 20, 2014

According to a study reported by Channelomics, "A new report by the Kauffman Foundation, a non-profit economic think tank, finds the number of U.S. technology companies five years or younger has fallen precipitously compared to the peak level in 2001."

One reason cited is consolidation. No kidding.

What to Do When Revenue is Flat?

February 20, 2014

Frontier Buying SNET

December 19, 2013

The big news is that AT&T is selling off its old SNET division to Frontier. I feel sorry for my friends and family in Connecticut as they went from a local RBOC (SNET) to an ambivalent giant to a stingy ILEC (Frontier). Frontier has more public utility commission complaints than either of the evil RBOC twins.

This isn't the first acquisition for Frontier.

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