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

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Telecom Tidbits (Part 2432)

April 11, 2016

VoIP and QoS

Patton started embedding PacketSmart into its SmartNode VoIP CPE. Considering the quality issues on broadband, this is a good move.

Crappy call quality on cell phones lowered the bar enough that VoIP was able to take over on the wireline side.

Frontier Takes Over in Tampa (Cluster)

April 1, 2016

So folks in Tampa Bay woke up to no bars on AT&T cellular service. Hmmm... is it because AT&T back-hauled some towers or small cell sites with Verizon FiOS perhaps?

Verizon FiOS business customers scattered throughout the Tampa Bay area this morning are without service as the IP Address re-numbering begins.

20 Years and what?

February 10, 2016

So we are at the 20 year anniversary of the Telecom Act of 1996. So many companies have come and gone. So many billions have been invested. And yet the largest telecom providers are Comcast, AT&T and Verizon.

Telco Troubles, Clec Version

January 6, 2016

You forget how many CLECs there are in the US until you check a PUC list like Texas.

The big names in the channel are Birch, Level3, Zayo, EarthLink, TelePacific, XO, WIND, Integra, Mettel, Granite, Bullseye, C-Link, AireSpring, Broadview, GTT. Lot of varying business models in that list alone.

The copper retirement issue is front and center for CLECs (see this Fierce piece).

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.

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