Peter : On Rad's Radar?
| Peter Radizeski of RAD-INFO, Inc. talking telecom, Cloud, VoIP, CLEC, and The Channel.


What Do You Know About Global Capacity?

March 10, 2015

No Magic in Telco

February 27, 2015

GENBAND and fring are looking to take some of the revenue back from OTT apps by creating an alliance for global service providers. I think they are trying to close the barn door long after the animals are gone, but, hey, it makes the news. Most consumer behavior - especially on devices - centers on user experience. Carriers suck at UX.

Cable Will Win

February 16, 2015

The Telecompetitor spends a lot of space on Chattanooga's muni network - as if it was the perfect model for a Gigabit network. Two problems with it: (1) it cost taxpayers literally millions of dollars via bonds and federal grants and (2) very few people buy Gigabit services from them. It is rare that a muni network will do well. UTOPIA, Wilson's Greenlight, a couple in Florida, ECB-Chatt and Lafayette's LUS are the ones I paid attention to over the years.

The Job Market is Hectic

December 1, 2014

Now that Level3 has officially eaten tw telecom, I assume layoffs have commenced, although I have not seen an announcement about them. Windstream let 350 workers go on Black Friday. With AT&T hoping to acquire DirecTV and the Comcast-TWC-Charter deal still in approval limbo, there are a plethora of layoffs coming in Q1 2015.

While observing the number of telecom execs exiting telecom for start-ups, solar, smart grid and other industries, I have to wonder if there are any opportunities left in telecom.

The Battle Over LERG, LNP

October 8, 2014

At Comptel Plus Neustar was campaigning against the old Telecordia to keep its contract for LERG and other databases.

A little history of Neustar: in 1996, "Neustar - then the Communications Industry Services (CIS) operating unit within Lockheed Martin - won its original contract to provide local number portability services to select regions throughout North America. Since that time, Neustar has assumed LNP responsibilities for all geographic regions throughout the United States and Canada as the operator of the Number Portability Administration Center (NPAC). Neustar subsequently launched wireless number portability to much of the North American market in 2003.

The Not Unusual Alteva Dilemma

September 3, 2014

A private equity group that owns 6% of Alteva made a play to buy it all and take it private. That move failed. The most interesting comment Rob Powell made was this: "[Alteva] has been seeking a future in hosted UC, where it has found solid growth but no profits yet."

When you look at the INC5000 for revenue numbers for many hosted players, none are clocking the ball out of the park, despite years of trying.

Are You a Red or Black Ant?

August 28, 2014

Dave Matthews Band's Ants Marching has been in my head all morning.

"When all the little ants are marching Red and black antennas waving we all do it the same we all do it the same way"

Reminds me of telecom.

Seth Godin wrote this morning, "There is no more everyone.

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.

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