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

voip

Ring Central and J2 are Popping

February 10, 2014

Ring Central saw a bump in the stock price in Wall Street's response to RC's earnings report. Quarterly revenue increased 37% year-over-year to $45.3 million. Total revenue was $160.5 million for the full year of 2013, up 40% from the full year of 2012.

CEO Vlad Schmunis announced that "TELUS, a leading national telecommunications company in Canada, has selected RingCentral's cloud-based services to deliver advanced communication solutions for its business customers." RC has a similar deal with AT&T.

Does Broadsoft Have a Problem?

February 3, 2014

M5 Networks before being purchased by ShoreTel migrated from a Broadsoft platform (M6) to its own software. Sure, they had to hire 100 developers to replace the Broadsoft but still.

The biggest noise out of the Cloud Comm Alliance is that the licensing fees for the platform are like paying vigorish to a loanshark. RingCentral execs used that vig as a reason that some CCA members should migrate to the RC platform instead.

ITEXPO Update

January 30, 2014

In Miami Beach, at ITEXPO, Dr. Satwant Kaur's keynote this morning centered on how technology, especially nanotech, is transforming healthcare. Robotics, sperm and magnets combine to improve conception. I wonder what that procedure is like (and how much it costs).

Nextiva hired Ira Feuerstein to run its channel.

It's Good to Know Your VoIP Numbers

January 20, 2014

8x8 and RingCentral presented at the Needham conference last week. 8x8 has its investor prezo available for a look see (HERE). I wish RC and others did. Not just so I could examine the numbers in order to rank the Hosted VoIP/UC players but to get a detailed view of the industry after ten years of slogging VoIP.

WCS Buys Alteva Subsidiary

January 8, 2014

From an email from WCS (Wholesale Carrier Services, Inc.) today. "WCS announced that it acquired substantially all the assets and infrastructure of USADatanet, a subsidiary of Alteva Communications, Inc. in all-cash transaction. This key addition to WCS' network and engineering/IT assets marks a major milestone in WCS' strategic evolution to a true next-generation global facilities-based carrier that delivers converged voice and data communications services through a patented software-as-a-service supply chain platform."

This statement confuses me: "The acquisition brings new capabilities to WCS including state-of-the-art hosted PBX/IP Centrex platform and full ACS/call enter functionality; integrated audio conferencing bridge and voice platform with an integrated T.38 IP Fax platform.

3 Top Trends That Will Affect Telecom in 2014

December 30, 2013

I was reading the Stratfor intelligence newsletter with its Top 5 Trends That Will Shape 2014. It's an interesting list.

  1. An enduring detente between Iran and the United States
  2. The rise of nationalist and extremist parties in Europe
  3. Russia and Germany bargain over Central/Eastern Europe and energy policy
  4. China's return to strongman politics
  5. Domestic turmoil and economic stress in India and Turkey

Another article mentioned that Israel is having a water shortage. People joke about water being what we fight the next world war over, but it isn't much of a joke.

Is Oracle Coming for Broadsoft?

November 21, 2013

Today, Broadsoft's market cap is about $733M; it would cost Oracle approximately $890M to buy BSFT to complete the Telecom acquisition package of Tekelec, Acme Packet, Oracle's marketing automation (Eloqua) and customer service (RightNow) offering.

Tekelec evolved from a class 4 switch to some kind of mobile policy machine with connections to IMS and LTE. One of the problems facing Hosted PBX providers presently is that mobility is like a patch or add-on. There are limitations for the mobility play due to a bunch of factors, like too many devices in the marketplace, multiple platforms (iOS, Android, Win8, Blackberry), and a separate carrier provides the cell service.

M&A This Week

November 15, 2013

IBM jumped into MDM (mobile device management) with its purchase of Fiberlink. "Fiberlink's MaaS360 cloud-based offerings, IBM will expand its bring your own device (BYOD) capabilities to deliver a complete mobile management and security solution through IBM MobileFirst that includes trusted transactions and security intelligence capabilities for mobile apps, users, content and data." [source] Fiberlink was the first MDM firm to support Google Glass.

8x8 is really branching out. First with Softbank in Japan in cloud and now buying a UK service provider.

UC Growth is Stagnant

November 6, 2013

The case for UC: "The communications requirements of most businesses now extend well beyond telephony. They embrace email, instant messaging, voicemail, video conferencing and 'presence'. Ideally every one is integrated with the others to create a suite of unified communications and collaboration (UC&C) tools." Ideally - but not in reality. Hence, the big problem - and why UC growth isn't what it should be.

Vocalocity Acquired by Vonage

October 10, 2013

Rich Tehrani has a good analysis of Vonage finally getting in the B2B space by acquiring Vocalocity. Vonage is acquiring Vocalocity for "$130 million, including $105 million in cash and $25 million in Vonage common stock."

It is interesting to note that Vocalocity was on schedule to hit $56 million in annual revenue this year. That makes this buy 2.3x revenue.

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