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

telecommunications

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.

The Telecom INC5000

August 21, 2014

The 2014 INC5000 list is out - with 134 companies in telecom (including clients).

VoIP

Callis (now owned by C Spire) ($11M), Telesphere ($32M), Simple Signal ($11M), VoIP Innovations ($10M), Star2Star ($33M), iCore Networks ($46M, VoIP white label), Phone.com ($7.6M, #2857)

There are quite a few inter-connects, VARs, telecom agencies and several wireless consultancies.

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?

The UCaaS Business Right Now

July 24, 2014

I wish I knew what the UCaaS business was. The UCaaS (Unified Communication as-a-service) business is projected to be $23.34 Billion by 2019, according to MarketsandMarkets.

"MarketsandMarkets forecasts the Unified Communication as-a-service (UCaaS) market to grow from $13.10 billion in 2014 to $23.34 billion in 2019. This represents a Compound Annual Growth Rate (CAGR) of 12.2% from 2014 to 2019." Those are some pretty specific numbers.

The Cbeyond Story

May 19, 2014

Cbeyond started strong in Atlanta. At one point, they had a chunk of the small business T1 market in Atlanta. Being VC funded, growth was required. New cities would have to be added.

When the Fun Left Telecom

November 13, 2013

Speaking with a telecom buddy today who is on a job search. We were talking about the industry - the layoffs, the chase to the cloud, the declining prices and revenue. One rule has remained the same: Have Fun!

Entrepreneurs are told to follow their passion.

The Two Colors of Telecom

September 12, 2013

Video is Going to be Big

August 7, 2013

Cisco did a survey of young execs. They predict video will be big. You'll see.

"A global study announced today by Cisco revealed that the majority of these next-generation executives intend to depend heavily upon business-class video to connect with their teams, colleagues, suppliers, customers and prospects, as well as to help their businesses deliver new products and services."

"The 2013 Cisco Global Young Executives' Video Attitudes Survey gives insight into what management-track leaders aged 34 and under think about business-class video": "Three out of five young executives say they will rely more heavily on business-class video during the next five to 10 years." <-- in the next 5 years!

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