Where is the Opportunity 1Q2026
We are almost done with Q1 in 2026. It went by fast. Most of the air in the room has been about AI. Let me take a stab at where …
Telecom
AT&T’s $250 Billion Expansion
AT&T Pledges $250 Billion for New Infrastructure Improvements. The company says it’ll invest the money over five years to expand its networks, including a bigger push into rural satellite service. …
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 …
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 …