MVNOs are Just CLECs
In the cellco space, DISH is crashing. Almost filed BK, own billions to Crown Castle, Am Tower and other supplies for towers and fiber after they acquired Boost Mobile from …
Telecom
C&W Grew the Channel
Many partners came out of MCI and C&W. The largest CLECs would recruit on college campuses. College students could be exposed to telecom. Today, no CLECs. No college recruiting. Most …
Where is Cloud Comms Going?
Right now there are a number of factors surrounding voice. The Metaswitch acquisition by Alianza, the second time that Metaswitch has been sold. The bankruptcies of Mitel and Avaya. The …
The Coming Disruption
Does anyone remember PGi and their GlobalMeet product? Siris acquired PGI in 2015 for $1B! PGi was in the video meeting, webinar, collab space. In 2020, during the height of …
A Cautionary Tale
Analyst Joe Rittenhouse has a post on LinkedIn about Mitel’s current situation. He references a UC Today story about the debt service being $130M per quarter! Comments on the LI …
EC25 – AI and CX
Went to Enterprise Connect yesterday. Had some meetings and walked the show floor. Two terms showed up at most booths: CX and AI. Not a surprise, but really boring. The …