Peter Radizeski is Founder and President of RAD-INFO INC. He is an accomplished blogalyst, speaker, author and consultant. He has helped many service providers with sales training, marketing, channel development and business strategy. He is a trusted source of knowledge about the telecom sector. His honest and direct approach make him a refreshing speaker.

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Cable Will Destroy the ILECs

While AT&T and Verizon focus on 5G, acquisitions and almost everything that is not their traditional business, Comcast and Spectrum are eating their lunch!

CenturyLink is too busy with its Level3 acquisition to be effective. Yet they weren’t that effective BEFORE that either retaining business.

Comcast Business is a $6.5 Billion CLEC that started in 2006. Every single dollar that Comcast Business or Spectrum Business gets is taken from the ILEC. Windstream and Frontier cannot afford that at all.

As Comcast (and literally every other provider) rolls out SD-WAN, this will eat revenues from the Big 3 ILECs faster. SD-WAN is mostly rolling out to retail, restaurant and branch offices. It is mostly with a broadband connection and 4G. That is a T1 or other TELCO revenue, now gone to Cable and Cellular.

Granted some of that revenue goes to AT&T or VZW as 4G, but most of it goes to cable for broadband. Also, as SD-WAN starts to replace MPLS and other WAN connections (and as T1 circuits sunset), all of THAT Telco revenue disappears from CenturyLink/Level3, AT&T and Verizon.

They are not going to replace that margin with cellular, ads, TV or other. Everything is not a sunk asset like the telecom network that they have milked since 1900.

You could say this is gloom and doom, but it is the reality.

And it will be tragic for the industry.

At what point does the cable broadband service stop being a reasonable replacement for T1?

At what point does 4G become too congested?

We’ll see it in the analytics, since SD-WAN is supposed to add transparency to the WAN. Should be interesting because cable loves to raise prices, especially when they are the dominant provider in an area.

Consumers are screwed!

But so are the ILECs. All that juicy margin from MARCON contracts with Fortune 5000 going south.

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LogMeIn Buys Jive!

Not Jive Software but Utah based Jive Communications is being acquired by LogMeIn for $342 million in cash plus up to $15 million based on reaching specific milestones in the next two years. “Upon closing, the deal will accelerate LogMeIn’s … [Continue reading]

Business Strategy for Service Providers

From the 2018 FISPA LIVE Show Guide is my article about Business Strategy for Service Providers. Join me for two sessions on Wed., 2/7/17 at FISPA LIVE:  Bundling to Compete and How to Have Your Best Year Ever! For many years I have been … [Continue reading]

Telecom Tidbits # 2469

From the Global Technology Distribution Council 2018 Outlook report. More than 70% of vendors (VADs) expect double-digit revenue growth through distribution in 2018 • Cloud, security, IoT and data center focus areas rated at the top for channel … [Continue reading]