Some Companies Are Doing Well, Some Not

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

Some Companies Are Doing Well, Some Not

The quarterly revenue numbers are coming in with some companies doing well, some notsomuch.

The cablecos are doing well. The top 4 (public) MSOs - Comcast, TWC, Charter, Cablevision - "these four companies alone accounted for about 22% ($8.8 billion) of the $40 billion annual special access market in 2014," according to a Forbes columnist.

"Comcast's business services revenue increased 21.9% in 2014 and 26.4% in 2013." Comcast Business does $1.2B per quarter - making them one of the largest CLECs!

"Time Warner Cable's revenue from its provision of business services increased 22.8% to $2.8 billion (annual) and represented 12.4% of its total revenue in 2014."

"Last week, Verizon's quarterly earnings report showed that the company generated $495 million in revenue from its Internet of Things business for the first nine months of 2015." [source]

"Wal-Mart forecasted a 6 percent to 12 percent earnings drop for fiscal year 2017, it stunned financial markets and just about everyone one else in business." [source]


Amazon opened a bookstore much to the chagrin of Wall Street, authors and booksellers.

EarthLink saw a widening net loss. They look more and more like Sprint every day. Two companies that have elements to do well but can't untie their shoes long enough to make a stride.

"According to Sprint, the company posted a quarterly loss of $585 million on earnings of $7.8 billion, thanks in large part to a series of promotions the company has been running to try and keep pace with T-Mobile, which leap-frogged Sprint into the third-place carrier position earlier this year."

T-Mobile subscriber numbers are growing. There are still rumors of a sale of the company.

"Black Box Network Services reported shrinking sales and a $129.8 million loss for its second fiscal quarter this week ...Sales for the quarter declined 5 percent year over year to $237 million." Re-structuring a sales org will ruin sales. [crn]

Xerox had a bloody quarter.

LUMOS Networks had a fine quarter. "The company added 308 route miles of fiber to its network during the quarter as well as 68 new enterprise buildings and 54 cell sites." [Ramblings]

Birch said they had a strong quarter without any proof.

Like many telcos, Level3 numbers showed a decline in wholesale but a rise in enterprise. After one year of integrated tw telecom, things are going well.

The winners talk about strategic plans and execution. Probably a good thing to have in any business.

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