Peter : On Rad's Radar?
Peter

On Rad's Radar?

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

wireline

Wireless Combo is Merger 3

August 20, 2010

This week has been awash with mergers - the Intel-McAfee merger and the Windstream-Q-Comm merger are the big two. The third interesting merger involves two fixed wireless companies. Airband and Sparkplug announced that they merged and grabbed $20M in financing.

"Fixed-wireless companies Airband Communications and Sparkplug Communications today announced they have merged, creating the largest fixed-wireless company for businesses in the U.S., providing a full suite of voice and data services in 17 markets."

Posted in CLEC, Internet, cellular, fiber, mergers, sip trunking, voip, wireless, wireline
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Mergers Only Mask the Truth

August 10, 2010

I have a firm belief that most mergers are just ways to make the books look better by clouding the numbers. Take this headline from the Morning Journal, "CenturyLink has profitable second quarter, primarily due to acquisition". I agree with that.

The telling number is the revenue or income or EBITA, but this metric: "CenturyLink added more than 29,000 high-speed Internet customers in the second quarter, compared to 28,000 in the second quarter of 2009, the company reported." HUH?

Posted in Internet, broadband, economy, mergers, telco, wireline

Losses All The Way Around

July 27, 2010

What a terrible quarter. 

The FCC is playing around with Broadband - plans, definitions and classifications. The NTIA took the summer off from its task on the broadband stimulus. 

Meanwhile, VZ releases its quarterly numbers as a loss due to pension payments and layoffs. It is planning more layoffs, because it has to cut head count in its wireline business to reflect the declining revenue. The spin was that VZW was counter-balancing any revenue losses, but with wholesale (pre-paid) cellular subs, not direct, contract ones.



Posted in CLEC, FCC, broadband, cellular, duopoly, satellite, sip trunking, wireline

ReClassify the FCC

July 27, 2010

You have thousands calling for reclassification of broadband service by the FCC. In other words, let's regulate broadband. As if that will help. More government red tape. Regulation didn't get CLEC's to develop a viable model in 14 years, so what will change with more regulation?

Dave Rusin, CEO at AFS, sold his company to Zayo, I think, to spend more time blogging about changes needed to both the FCC and CLEC strategy.

Posted in CLEC, FCC, broadband, cellular, duopoly, wireline

FCC Report of Obviousness

July 23, 2010

The FCC released the Sixth Broadband Deployment Report. Due to the FCC changing the definition of broadband from the decade old standard of 200 Kbps downstream, most DSL won't count as Broadband since the FCC now defines broadband as 4 Mbps downstream and 1 Mbps upstream. In accordance with that, you would expect the report to state that hundreds of millions of Americans cannot get broadband, but  "The report, based on data provided by service providers for December 2008, found that between 14 million and 24 million U.S. residents (which is about 4.5% to 8% of the U.S.

Posted in FCC, Internet, broadband, cableco, fiber, telco, telecommunications, wireline

Is There Profit In VoIP?

July 8, 2010

A few of my clients are self-funded without any serious debt. When I send out news - like Vocalocity raised $3.45M for a total of $97M - the first question that gets emailed backed to me is: "Aren't they profitable?"  It certainly doesn't look that way!

On a call after the Broadsoft IPO, there was shock that Broadsoft has not had made money yet. How is that possible when you have a majority of the market share?

There are so many companies in the VoIP space. Thousands really.



Posted in voip, wireline

So How is VoIP Doing?

July 8, 2010

Posted in FCC, cableco, telco, telecommunications, voip, wireline

Qwest Loses Forbearance

June 29, 2010

Qwest had a forbearance petition in at the FCC for the Phoenix metro area. It was denied by the FCC last week. It was denied in 2008 by Martin's commission as well.

Qwest claims that cable, VoIP and cellular are stealing all the market share.

Posted in FCC, Internet, broadband, cellular, cloud computing, data center, telco, wireline

Is Rural Wireline Profitable?

June 28, 2010

Exhibit A: Fairpoint Communications. Small rural telco merges with New England Verizon assets and billions in debt. The 3 state utility commissions were uneasy about the merger to begin with. Two years later, Fairport is struggling to get out of bankruptcy court.

Posted in ISP, Internet, broadband, cloud computing, telco, telecommunications, wireless, wireline

Not the Way I Saw It

June 10, 2010

Speakeasy is merging with the merging Covad and Megapath in a menage of sorts, according to this press release from MegaPath.

I saw New Edge Networks, the EarthLink company, joining with the other DLEC's. Didn't see this one coming.

"Through a combination of direct sales and a national network of more than 8,000 IT consultant partners, Speakeasy has experienced significant customer growth, with more than 30,000 small business customers nationwide.
Posted in CLEC, mergers, mpls, telecommunications, wireline
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