Ridiculously Boring
Telecom has become quite boring. One of my partners, Larry, left telecom almost 10 years ago because he was bored. As I read this morning’s rash of press releases, I […]
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Channel M&A in 2025
MSP M&A activity continued to be strong in December and in January. Private equity is powering some of those transactions, but it also has to do with (1) scale; (2)
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So Many Predictions for 2025
Many predictions have been published in the last 3 weeks. One channel media outlet interviewed a handful of Agents for predictions for 2025. I address some of those here. (I
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Driven by Hope
A lot of telecom planning is driven by Enterprise telecom in the US. The financials are based on landing 6 huge deals per year. Some of that is government and
What Will 2025 Bring?
Doing some planning for 2025 and thinking about what is likely to happen next year. Let’s talk Cloud Comms first. There is a disconnect between “Enterprise” and 99% of the
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Metaswitch Gets Acquired Again
In 2020, when Microsoft acquired Metaswitch for more than $270M in stock and cash, I wrote (and wrote) that it was a mobility and cloud play. Now that Microsoft has
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