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

wireline

My Take on Stocks

November 10, 2010

So "BroadSoft Inc.(BSFT) shares climbed 43% after the voice-enabling software company reported third-quarter earnings that exceeded estimates," according to MarketWatch. Total revenue increased 22% year-to-year to $22.3 million; up 13% from the second quarter of 2010. License revenue increased 27% year-to-year to $12.9 million; up 22% growth from Q2 2010.

The Buzz around Hosted UC is certainly up, driven by such companies as Polycom and its PR machine.

TV, IPTV and OTT

November 8, 2010

I am hearing so much about cable TV subscriber losses and over-the-top video and cord cutters that I have to weigh in. Rich Tehrani and Gary Kim make some points in their latest blogs, but here's my opinion.

Surveying 2,000 people about cable TV is insignificant. NCTA members pass 127.8 million homes, so 2000 is a pin drop.

VZ Bumps Commissions Again

September 13, 2010

Sprint FMC Integration Service

September 13, 2010

According to the press release today, Sprint just annoounced Wholesale Mobile Integration. Not true. Last October at Broadsoft Connections, Sprint was talking about MVNO options like this. At the Channel Partners Expo in Vegas in february, I tracked down the Sprint Product Manager for this offering.

We're Sorry

September 7, 2010

3 Reasons I Get a Rash from my Industry

August 23, 2010

Actually, I don't get a rash from the Industry but from a large portion of the people in my Industry.

There are so many changes happening right now - every where. Our Industry is experiencing so many factors: declining prices, hyper-competition, anti-competitive actions, forbearance, Net Neutrality, and so much more.

Agents are locked in their business model and don't want to step outside the comfort zone.

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."

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?

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.



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.

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