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

cableco

The Cable Merger World Churns

June 23, 2017

There was a report that Verizon tried to buy Charter for about $100B. It was rejected for being too low.

The other rumor is that Altice which bought Cablevision and Suddenlink is looking at a nearly $2B IPO and will use those proceeds to buy Cox. But that may not happen because Charter now wants to buy Cox.

John Malone, the pioneer cable consolidator, has been all about consolidating cable, telco and wireless.

Merger Synergies and CX

May 24, 2017

Sonus is merging with GENBAND. Last year Sonus bought Taqua for $20M. The talk is all about synergies and higher EBITDA. Oh and Accretive. No talk about how they will better serve their customers.

Telecom Tidbits # 2457

May 23, 2017

Some help with Robocalls. Pass it along.

Private equity firm, TPG, last year acquired RCN and Grande. Now they are grabbing Wave Broadband in the Northwest for $2.36B. They will combine all 3 - Wave, Grande and RCN - to make a larger MSO.

Like Cars in the 1950s

May 5, 2017

Did you know that from 1920-1960 there were hundreds of US auto manufacturers? Then it collapsed to just 5 - Ford, GM, Chrysler, AMC and Studebaker, according to Wikipedia.

Most of the collapse was due to the Big 3 claimed 94% of the market by 1955. So a hundred other companies were competing for 6% of the market.

How Broken is Telecom? (This is a Rant)

April 26, 2017

It started as just 1 problem, but I ended up writing about 3 messes.

I try really hard to avoid cablecos. They don't like the Channel; they don't like wholesale. It seems that direct sales reps can get pricing much faster.

The Quota-Price Collision

April 12, 2017

The one question that keeps coming up: How do you hit quota (which incidentally never goes down) when the pricing is declining?

What do you do when a $60K MPLS network is replaced with a $40K SD-WAN network? And when some of those Internet links are not even on the carrier's network?

What do you do when 10GB trans-continental private lines are so ridiculously low?

Telecom Tidbits (#2449)

March 21, 2017

Telecom is still broken. Ordering a 1GB Internet port in a Lit building has turned from a 2 week turn up to a 100-day pain in the ass.

In cable news, you get a site survey done supposedly before quoting. You get the quote; give it to the customer who says Yes. You get paperwork; customer signs paperwork.

Will 5G Break Wireline Broadband?

March 21, 2017

Pay TV is in turmoil due to cord cutting. Retail is in upheaval due to changing buying habits as well as a transition in how people spend free time.

"The U.S. (and the world) is in the midst of a sea change in how we spend our leisure time.

The Cost of Competition

February 6, 2017

As the new FCC enters a pro-Big Boy era (again), competition will not be a word we will hear often. Consolidation is making it hard to find more than one carrier in a building. - or a territory.

The Age of the CLEC - the competitive carrier - is at end.

Verizon Now Courting Cable

January 26, 2017

Is it because the top 3 cable companies are launching an MVNO business? Or is it because AT&T bought DirecTV and now TimeWarner? Or is it because last year Verizon had a net loss of 282,000 Broadband Customers? Why is Verizon reportedly courting to buy a cable company?

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