An interesting find: There is a CIO survey which finds Microsoft Azure will overtake Amazon AWS for Infrastructure as a Service (from July 2016).

Microsoft has been far behind AWS but then they started later too. This study shows that AWS has 45% share of public cloud infrastructure market — more than Microsoft, Google, IBM combined.

Amazon launched a conferencing service called Chime.aws. They launched it with Vonage Business. Why? Unless the old Nexmo service is the back-end for the WebRTC voice and video and screen share. Vonage has 4 platforms – consumer VoIP; Vocalocity small biz; Broadsoft and Nexmo. I think they would have conferencing covered.

Amazon offers VPS and Hosting too. They also are a sales agent for Frontier and Comcast.

ABRY Partners owns StackPath which acquired Highwinds, a Florida based CDN company. StackPath will now offer secure CDN on top of firewall and DDoS mitigation services.

Dell announced that is unifying the Dell and EMC partner programs. Dell used partner feedback to make it simple, predictable and profitable. It is the best of both programs, says Dell. “It Preserves best of legacy Dell and EMC programs to reward partners who sell the full portfolio, including services, grow their business and win net new customers.” One characteristic: “One deal registration program and a Zero Tolerance policy for deal conflicts.”

Datto has acquired OpenMesh to further its pivot to be a premiere partner for MSPs. “The Open Mesh wireless access point and ethernet switching technologies will join the existing Datto Networking Appliance to create the Datto Networking line of products, optimized for small-to-medium sized businesses and delivered exclusively through Datto’s global network of Managed Service Provider partners.” I guess it will compete with Ruckus, Meraki (Cisco) and ADTRAn’s managed wi-fi solutions.

In an interesting vertical move, “Evolve IP has partnered with Nimble Storage to provide healthcare organizations with on-premises Nimble Storage flash arrays, supported by HIPAA-compliant and HITRUST-audited hybrid cloud, cloud backup and disaster recovery solutions from Evolve IP.” [channelvision]

Tags: amazon, backup, cdn, channel partners, dell, hipaa, hosting, managed services, mergers, msp, wi-fi
Related tags: datto networking, nimble storage, datto, service, microsoft, programs

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So Much M&A to Keep Up With – Oct 15, 2015

Conversations with Clients – Jun 03, 2016

4 Acquisitions Noted (+2) – May 07, 2015

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Sponsored by Apex Technology Services, a leading IT Services company

OBIHAI, Grandstream, Yealink, Yeastar and VoIP Supply were just a few of the booths at ITEXPO with desk phones. While many say that the desk phone is over, there are still companies that say Not So Fast! They were pretty much hanging out in Ft Lauderdale last week.

• Lucid Phones (more than just VoIP phones, surveillance and IP pagers)
• KonfTel is offering a speakerphone to replace Polycom
• Digium showcased its D80 touch screen phone
• HTek UC900 series phones
• Flying Voice wireless desk phones (Look, Ma! No wires!) They also make ATAs.
• Denwa was there selling phones – and doorbells.
• Akuvox has a knock off of the Doorbot aka Ring
• ABP is a distributor with lots of surveillance stuff.
• 888VoIP is another distributor. (No one has taken over the spot of NETXUSA since Ingram acquired them, but 888VoIp is trying.) Besides VoIP gear, Edgewater, Patton, Yealink and 3CX, they rep SimpleWAN.
• Xorcom displayed its PBX systems along with Epygi.

Tags: expo, hosted pbx, ip-pbx, itexpo, pbx, phone system, sip phone
Related tags: phones, phone

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Imagine spending billions to not only upgrade plant to handle TV streams, but buy/build cable head-ends, negotiate content, test out set-top boxes, train technicians, ramp up advertising and staff call centers for sales and support. Do all of that to catch up with cable (who are eating your profitable lunch in the T1, DSL and POTS business). And after spending the combined billions for U-Verse, FiOS, PRISM, et al — you are still losing subscribers because (a) your broadband pipes are slow; and (b) cord cutting hits its stride.

Now imagine that you are so far behind in voice that cablecos are considered the incumbent!

You watch as ESPN – THE sports channel for decades – loses 3 million subscribers in three years to the tune of $500 million in lost revenue! NBCU (owned by Comcast) is closing channels and re-branding others.

DISH Network launches Sling TV, an over-the-top TV streaming service starting at $20.

Netflix, Hulu and Amazon Prime put out their own quality content. Game over!

I don’t know where TV goes from here because the business model is falling apart. Not only subscriber dollars are declining but advertising dollars fall right alongside.

Newspapers went through this – and are still struggling to find a business model that works. Cablecos knew about this problem five years ago but chose to stick their head in the sand as well. I truly believe ILEC executives have ZERO idea how to compete, so they follow the leader and basically act like a chicken in a yard.

Worse, I read today that in a couple of years, auto companies, which account for 10+% of spending, will likely not have to advertise because of connected cars!

Tags: ott, telco, telco tv, TV, tv
Related tags: business model, business, because, years, spending

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Sponsored by Apex Technology Services, a leading IT Services company

Collocated with ITEXPO this year was IOT Evolution, which is the transition from the M2M show that Carl Ford ran. IOT the term means as much to people as UC or SD-WAN. That isn’t me being mean; ask people. These are umbrella terms for a vague collection of things.

I sat down with an old colleague from ISPCON days, Tristan Barnum, and her co-founder at Tellient, Shawn Conahan. We talked about IoT, the Internet of Things, and its similarity to WebRTC. WebRTC was tech; VoIP is tech. Both needed a business plan wrapped around it to make sense. (The technology alone is not a business.) The technology has to be monetized. Tellient is in the business of monetizing IoT.

Conahan describes a marketplace as the place where data inputs into other data. All that data by itself means little. It takes analytics as well as understanding to give that data meaning. Then you can take that data and deliver it to a user in a fashion (or graphical form) that he/she can understand and utilize, in place of a terabyte of ones and zeroes.

“For companies wanting to embrace the Internet of Things to extract the greatest value from their products and customer relationships, the new value chain must include device analytics.” [from the Tellient website]

One example Conahan gave was over a NOAA buoy, which can be used to improve shipping routes from the same data that the NOAA collects (but doesn’t use.) Another example came from GoGo (the satellite Internet provider to airlines) who will use data to help airlines avoid turbulence, which wears on both the passengers and the planes.

In a way Tellient is helping to build a mesh network to connect data from a number of connected sources, add analytics to it and provide a functional output (like graphs).

For me, Big Data, AI (artificial intelligence and bots), math (algorithms + analytics) are all coming together at the same time as sensors, computing and connectivity are all hitting mass market penetration. Look at the Raspberry Pi, a $5 computer! Sensors are under a dollar each. Smartphones can be had under $100. Connectivity is all you can eat. Data storage on AWS or S3 is pennies. All of this hardware is commodity. The smarts – the math – is where the business plan is. It is where the money is.

Tags: analytics, big data, cloud computing, IOT, ispcon, m2m, webrtc
Related tags: internet things, tellient, business, analytics, internet, conahan

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