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 …
Telecom
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) …
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 …
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 …
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 …
CVX Expo 2024 Reflections
CVX Expo in Scottsdale at Talking Stick Resort & Casino is in its third year. Registration was up from year 2. On the SD-WAN panel, while some panelists didn’t pay …