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

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Marketing Lesson from the Election

November 9, 2016

A couple of marketing lessons from the campaign. (Non-political).

If your Brand is broken, run a Branding campaign not a negative campaign.

When your brand is broken -- maybe your uptime is three eights instead of nines or maybe your customer service is notoriously awful - the buyer doesn't have trust in you.

Another Acquisition in VoIP

November 3, 2016

This M&A is in what I consider wholesale as the private equity firm that owns Onvoy, GTCR, is acquiring Inteliquent for about $800M, a 37% premium to Inteliquent's closing stock price. Interesting, $90M in revenue for $800M.

Inteliquent was formerly known as Neutral Tandem, with an initial business plan to be an alternative tandem switching platform for CLECs and VoIP Providers. They re-branded after they bought Tinet adding network to their strong voice service.

Is UCaaS Growing?

October 31, 2016

The latest financials came out in the last week. Let's examine if UCaaS is growing.

RingCentral Office annualized exit recurring software subscriptions (ARR) grew 39% year-over-year to $316.8 million. RC says they are growing margins and revenue, while also increasing their losses.

2 Big Mergers and a Smaller One

October 24, 2016

In 2000, AOL bought Time Warner for $164 Billion, an outrageous amount of money fueled by the dot com bubble. It was the worst merger in history. AOL was spun off in 2009 and was acquired by Verizon in 2015 for $4.4 Billion. Now, AT&T is looking to buy Time Warner for $85 Billion ($109B with debt included).

Tidbits #2440

October 6, 2016

Consolidation continues in the VoIP space.

Velis4 has been acquired by a company called Globalgig. Ernest Cunningham will be the CEO of the combined company, while Anthony Jett, Velis4's current CEO, becomes the COO. Globalgig brings a global vision to Velis4, who will be expanding into Europe and Australia soon.

Tidbits #2439

October 3, 2016

Sonus bought Taqua for about $20 million. Taqua builds a Class 4/5 voice switch that has been around a long while with 400 customers globally (a little less than BSFT). "Total revenue was $28.3 million and $25.2 million for the fiscal years ended December 31, 2015 and 2014, respectively. Total revenue was $16.8 million for the trailing twelve months ended June 30, 2016." Taqua had pivoted to Voice over Wireless recently.

The State of UC&C - Part 3

September 14, 2016

I have a lot of snippets on the UCAAS and UC&C space to share, in no certain order.

We have seen consolidation in the contact center space - ININ-Genesys and others. It isn't over yet. There are too many players in the marketplace, and for right this moment money is still cheap.

Freemium UCaaS by OnSIP

September 14, 2016

Research Firms Missed Again on UC

August 24, 2016

MarketsandMarkets states that the UCaaS market size is expected to grow from USD 17.35 Billion in 2016 to USD 28.69 Billion by 2021, at a Compound Annual Growth Rate (CAGR) of 10.6% during the forecast period.

In contrast, Transparency Research claims, "The opportunity in the global UCaaS market was pegged at US$8.23 bn in 2015 and is projected to be worth US$79.3 bn by 2024. The market is likely to expand at a remarkable CAGR of 29.4% during the forecast period." [TMR]

Last year, TMR predicted, "The global unified communications as a service market is poised for staggering growth, and will be worth US$37.85 billion by 2022, finds Transparency Market Research's latest report.

What Pain Does UCaaS Solve?

August 22, 2016

There is rarely actual discussion in LinkedIn Groups any more. If there are comments, they are undisguised pitches for companies. In this particular discussion, the reader can conclude that most people know very little about the market that they are in. Apparently, competitive analysis is not a high priority.

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