Rationalization in 2023
Seems weekly we have PE money buying either a partner (Agency or MSP) or a provider. PE money is deep in ILECs now that Lumen sold off half its assets …
Telecom
Predictions for 2023
[I love GapingVoid!] The last 3 years (2019-2022) have involved a lot of turmoil: pandemic, M&A, economic headwinds, and global turmoil (Iran, Ukraine, China, Russia, UK and more). The Channel …
Turmoil in Telecoms
Cellcos are spending billions per year (the top 3 spend about $30B on CAPEX for their network). 5G has been hyped to the max. But when will it pay off …
UCaaS Update
I have been busy with a couple of new projects with Turnium and Peace Communications (plus the continuing work for NEC and Intermedia), so I haven’t been blogging. But here …
Five Years Ago
Someone messaged me to take a look at a post of mine from 2017. M&A at the time was mainly on the vendor side – cable mergers, the Birch thing …
UCaaS is a Red Ocean in More Ways than One
Recently Moody’s rated a private UCaaS provider, which led to a discussion on where the market for UCaaS is going. We are past early adopters and firmly in a Red …