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

wireline

Replacing Copper With Gold

February 13, 2013

CenturyLink is in a race against time, according to both analyst Jeff Kagan and the Star Tribune. It isn't just the number 3 ILEC in the country experiencing a declining revenue stream from legacy copper. Fairpoint, Frontier, Windstream and many IOC's are all suffering revenue losses from landline replacement. Customers are switching to cellular or some form of VoIP - like cable voice or a Vonage like service.

Cloudy Math

December 10, 2012

There is a lot of talk about the big money that Agents and VAR's can make if they just switch over to sell Managed Services and Cloud Services. Here are some facts about cloud.

M5 had the highest ARPU (average invoice per customer) when ShoreTel bought them - at $2000. Most other cloud communications providers hint at lower ARPU - maybe around $1000 per customer.

RBOCs Declare War on CLECs

December 6, 2012

This is a letter from telecom lawyer Kris Twomey to the members of FISPA, an association for ISP's and CLEC's. I know that Politics and Regulatory talk puts you to sleep or bores you or you don't have time for it - but these proposed changes to the Telecom Act WILL affect you!

"One of the questions I am often asked by ISPs considering starting CLEC operations is whether access to unbundled network elements ("UNEs" or "the copper in the ground") will continue in the future. My response has always been something like, "Of course, the Telecom Act guarantees it.

The $14 Billion Dollar Announcement

December 3, 2012

While I don't agree with everything that Bruce writes here about AT&T's $14 Billion network spend in the next 3 years, there were a few take aways.

The big one is that the ILEC's have been getting rate hikes for years to pay for fiber that most customers are not receiving. FiOS is where it is - and that's the end of that project. U-Verse is fiber to the node and that isn't deployed everywhere either.

AT&T's Big Investment

November 14, 2012

AT&T announced that it would spend $14 Billion dollars on wireless and wireline networks over the next three years. What a bunch of hoopla over not much. AT&T already spends between $7B and $9B annually on its wireless network. The rest will be used to hit 1 million businesses with fiber.

CenturyLink Merger Mania Does Add Up

August 15, 2012

"CenturyLink Inc.'s (CTL) second-quarter earnings fell 36% amid early-debt extinguishment and weaker margins, though the telecom company's revenue was boosted by an acquisition," writes the WSJ. "Revenue increased 4.7% to $4.61 billion, mostly as its Savvis acquisition added $278 million, as well as growth in demand for digital services."

What amazes me is that these giants keep getting bigger and the only metric growing is debt.

It is going to take some big CAPEX to beef up cloud, data center, EoC, broadband and TV services for CLT.

So Much Stuff I Can't Get To

June 4, 2012

So many things to write about but just not enough time.

Leap Wireless gets the iPhone 4S under its Cricket brand to sell without subsidy for $500! Let's see how that works. It does come with No Contract though.

No Traction in Hosted PBX Market

May 25, 2012

According to Insight Research, independent hosted PBX providers should be able to take some small business market share from the Duopoly over the next five years.

The small business market size is more than 40 millions lines, says Robert Rosenberg, INSIGHT Research president. That will mean even more hosted PBX seats since lines and seats are not 1 for 1. "Our study suggests that thus far, small businesses haven't quite latched on to this new technology so the revenue today is only in the range of one-half billion dollars, but by 2015 hosted services will be nearly a $1.2 billion market and the adoption rate of the hosted services by small businesses will accelerate," Rosenberg concluded.

Cincinnati Bell to Spin Off Data Centers

May 4, 2012

Last week when asked, I said that I did not see Cincinnati Bell spinning off its data centers. One reason was that the ILEC would be left with a declining wireline business and debt, which was the reason that CinBell had pursued a data center acquisition -- to offset the line losses.

This week, CinBell announced that it will examine spinning off Cyrus One as a REIT (real estate investment trust). The IPO will bring in much needed cash to pay down debt - $2.5B.With the data center business up 21% to $53M, CinBell is expanding the data center space.

What's With Wireline?

April 27, 2012

Wireless replacement - now over 30% of households - is leading to the demise of landlines, but it is also hastening the regulation of ILEC's. Quite a few states have deregulated ILEC's and landline service.

This same decline is also affecting DSL. Naked DSL was supposed to help shore up broadband revenues by releasing the customers from having to purchase a POTS line, too.

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