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


Mergers, Acquisitions and Moves

November 9, 2015

There has been a lot of activity in the last couple of weeks in the telecom sector. Here are the highlights.

Verizon decided to put its Enterprise business up for sale for $10B. Rumor has it that the data center business (formerly known as Terremark) has been up for sale for a while.

The Broadband Competition Problem

September 23, 2015

Big discussion over at AVC on Fred Wilson's blog post about the lack of broadband competition. After the broadband report came out, this apparently was a shock to some:

"Today, nearly 40 percent of American households either do not have the option of purchasing a wired 10 Mbps connection or they must buy it from a single provider. Three out of four Americans do not have a choice of providers for broadband at 25 Mbps, the speed increasingly recognized as a baseline for broadband access."

The discussion revolves around - surprise - arbitrage! There would be investment IF there was enough money in last mile residential; if regulation was lighter; if, if, if.

RUS, FCC, BIP, USF and Other Acronyms

August 3, 2015

The Big Boy telecom advocacy groups and pundits are spinning that the FCC is overstepping its bounds. Headline from Forbes and their law + technology columnist: FCC's First Net Neutrality Fine Heralds The Big Internet Chill. This was followed up by headlines about FCC Chair Wheeler over-stepping, arm-twisting and misusing his office.

AT&T gets a $100M fine for selling unlimited accounts that were impaired for big users.

News Tidbits Part 2919

July 30, 2015

Windstream joins the likes of TelePacific, the old Airband (now UNSi) and numerous WISPs in offering Fixed Wireless. "Windstream's Fixed Wireless is a technology solution for carrier-grade Ethernet and Internet-over-Ethernet connectivity delivered by digital microwave technology, and is currently offered in Chicago, Ill., New York, N.Y., Northern New Jersey, N.J., and Milwaukee, Wis." [source]

Windstream is in battle at the FCC to get IP equivalent wholesale products from AT&T as TDM retires. It is not going well.

2000 Players Have Less Than 40% of Market

July 21, 2015

There are approximately 2000 Hosted VoIP providers in the US. According to market research from Edgewater, "The majority of SMBs have not yet migrated to IP Communications. While adoption rates are higher in larger organizations, as high as 36%, adoption for smaller SMBs (< 100 employees) is less than 25%."

Vonage says only 15% of the SMB market has been penetrated by UCaaS.

Analysts' Views: Part 1

July 7, 2015

Reading Jeff Kagan's take on the Big 3 Telcos - Ma Bell, Pa Bell and C-Link - makes me think that analysts only read press releases. Or just talk to the PR department.

In that piece, Kagan says he is talking about wireline, but his view of AT&T is based almost entirely on mobility. To be fair, most of Ma Bell's attention is cellular - even in Mexico and Latin America it is all cellular all the time.

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.

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