Monday, December 05, 2016


So many mergers this year.

  • Charter has swallowed both TWC and Bright House Networks to become third largest MSO (after AT&T and Comcast).
  • Ma Bell swallowed DirecTV – and is now launching OTT cable service with zero rating on its cell service. Now AT+T wants to buy TimeWarner for $109B with debt included. TW owns movies and TV, but not Time, Inc. The magazine division was spun out.
  • Zayo bought Allstream to go big in Canada; then bought ELI for $1.42B to fill in the Western US.
  • Birch bought Primus to enter Canada as well.
  • CenturyLink wants to get big in Enterprise, so they are buying Level3. The combined carrier will get 76% of its revenue from the enterprise and wholesale market.
  • Windstream is buying EarthLink.
  • Verizon got the OK to buy XO. Verizon bought AOL and is trying to buy Yahoo, but those hacks have it looking for a discount.
  • IN the Master Agent space: ScanSource and Intelysis. Sandler Partners and X4.
  • Ingram Micro bought NETXUSA after it was acquired by HNA in China.
  • Microsoft is buying LinkedIn for $26B!
  • VTech bought snom.
  • Polycom did not get bought by Mitel. They went with a PE firm.
  • Avaya is in trouble.
  • GTT is buying Hibernia.
  • Fairpoint just got scooped up by Consolidated.
  • You need a chalk board for data center ownership.

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