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

telecommunications

A TWC Story

May 1, 2015

A reader sent me a story about the difficulty of adding the voice mobility package to the company's TWCBC voice service. "Over the past 7 days, I have put in 3-4 hours in working trying to get this simple feature added and have spoken with 3 sales reps, a retention rep, and several others in other departments." Frustration with the process and the company is natural in telecom. This isn't TV any more. But then that is why TWC was for sale.

Some More Studies and Stats

March 10, 2015

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 Fran Shammo.

These "Third quarter 2014 financial results are confirming what CMR has been projecting for the past few years: Telcos are losing precious market share in the US Business Services market. The largest players, AT&T and Verizon, have lost close to 3 percentage points each over the past four years, while Cable companies have gained over 7 percentage points in the $104B US Business Services market." [CMR has just released its 2014 Business Services Market Share report.]

Study Data Doesn't Mean Much Sometimes

December 19, 2014

"Two technologies, namely mobility and Unified Communications and Collaboration (UC&C), are significantly transforming the work patterns in organizations, " writes ReportBuyer. The release goes on to talk about mobile converging with UC&C and BYOD to create mobile UC&C plus security. There is a specific market for mobile UC&C and BYOD. It is not an SMB problem.

What's the Difference?

October 28, 2014

As I have been trying to add up, there has to be 2000 service providers offering some kind of Hosted VoiP. There are about 1000 ILECs of one size or another (NTCA, NCTC, ITTA) and about another 900 MSO's. In addition, the ISPs or ITSPs offering Asterisk service or using Netsapiens, Ipifony, Broad River, or other white label softswitch operator. There are 300+ Broadsoft clients in the US (main of which are ILECs and MSOs).

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.

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