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

wireline

Phone Companies, Channel and Other News

May 29, 2015

Considering my client has been waiting 2 months to port DIDs from an AT&T PRI to Birch POTS lines, no kidding AT&T is not a Phone Company any more! Plus I have other clients that AT&T is calling to tell them to get off the copper. Move to fiber. The company only has one T1 technician for large areas (covering 5-6 central offices).

Verizon Invites the Channel Once More

March 20, 2015

Jon Arnold wrote up a good review of Verizon's Broad Cloud offering (VCE). One glaring problem is that it targets in the SMB market.

Arnold says that it is presented as a TDM replacement service. Why then is VCE promoted online in VZ Enterprise?

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.]

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.

Do Network Upgrades Matter

February 11, 2015

AT&T is upgrading some U-Verse areas to 75 Mbps. Is this in response to the new FCC definition of broadband?

Indiana Fiber Network is upgrading to 100G. IFN is owned by 20 LECs in the state that put 3500 route miles of fiber in the ground touching about 4000 buildings.

Big upgrades - are you in Indiana?

News Tidbits Part 2915

February 9, 2015

While Verizon is selling its wireline (including approximately 1.6 million FiOS Internet customers; and approximately 1.2 million FiOS Video customers), AT&T is upgrading U-Verse to 75 Mbps in some areas. Now they will actually be delivering broadband under the new FCC definition.

Frontier - making its 3rd acquisition from the RBOCs - "FTR will have to break the bank to do so, creating huge debt and diluting shares further," per SeekingAlpha. One thing to remember: not one of tehse acquisitions have gone well for Frontier (or Fairpoint).

The RBOCs: Copper, Spectrum, Regulation and Sales

February 3, 2015

We have just 2 RBOCs - regional Bell companies left - AT&T and Verizon. You might consider CenturyLink an RBOC (because of US West), but since they don't have the same business model as the other 2, I just mean the two Bell-head companies with their Jekyll cellular side.

Both have been running from wireline for a while -- since maybe 2006. I think they wanted forbearance to get rid of unions and that copper plant.

Is Toll-Free Dead?

January 28, 2015

In a discussion with Adam Jacobs, VP at FreeConferenceCall.com, one of the talking points was that the large IXC's - AT&T, Level3, CenturyLink and Windstream - have a vested interest in the $4 billion toll-free business, which Jacobs says is going away. I counter that with the new toll-free area code - 844 - being released, then toll-free utilization is increasing, not decreasing. By their own admission, vanity toll-free is still going strong.

Toll-free has often been used for Branding with an actually 800 number being as coveted as a 212 number in the NYC area.

The M&A Picks Up Steam

January 14, 2015

Well, that Hosted VoIP consolidation is slowly happening. Reinvigorated VoIP blogger, Garrett Smith, hints that Jive bought other HPBX companies (unnamed) besides "COMVOICE, based in Phoenix, AZ, and Vocalnet, based in San Francisco, CA." The the press release says "Financials were not disclosed."

Another smaller acquisition was snomOne, which became Vodia, got grabbed by a company (which I cannot name here now).

Zayo made another grab to beef up their zColo division by buying Latisys for $657 million.

Comcast Merger Will Pressure CLECs

November 19, 2014

The CLEC industry has a few problems:

  1. TDM-to-IP Transition
  2. USF Reform (E-Rate, ETC)
  3. Consolidation
  4. Special Access Pricing

The biggest problem by far is the Comcast-TWC merger. It will replace 2 large MSOs (Comcast + TWC) with 2 much larger service providers (Comcast & Charter). Comcast is already huge - $17B in the last Quarter! Smaller than AT&T's consolidated revenues of $33.0 billion for the quarter ended September 30, 2014.

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