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

wireline

Are the Telcos in Deep Trouble?

January 6, 2016

When you bet the farm on cellular things may not go as planned, especially when you are spending $9B a year on the network alone.

"Verizon ended the fourth quarter with 108.2 million total retail connections and 102.1 million total retail postpaid connections," according to Fierce. At an ARPU of $51.55 according to this site. That is $5.58 Billion per month!

End of Year Summary (Tidbits part 2426)

December 31, 2015

Lots of lists and best of posts out there. I am just going to run through the tidbits that I thought were interesting.

Citrix bought the auto-attendant in the cloud company, Grasshopper, earlier this year for about $161.5 M per 10Q filing. Grasshopper revenue was about $50M if you consider ARPU of $11 and about 350K users.

The Commission Revenue Spiral

December 16, 2015

I received an email today about the channel strategy for 2016 for Windstream: WIND is NOT paying agents for any new order under $1500. I wrote about this when I first heard in October. No idea how this will work out, but train wreck comes to mind.

Windstream as a whole has had some much change - acquisitions, people, spin-offs - that I imagine there are no silly ideas in the conference room.

News Tidbits Part 2923

November 30, 2015

A lot of lit tidbits popping up. If you follow me on twitter, then you may have seen some of this already.

Cyber Monday crashed Target.com, but Tom Peters' fans crashed dropbox. Tom Peters put out an email to subscribers this morning with links to 14 chapters of Tom's top topics including Excellence, Execution and more.

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.

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