TC2's David Rohde on Telecom

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Verizon strike bites in the real world of customers as well as employees

Posted on by David Rohde

Yesterday Verizon issued its BAFO, or Best and Final Offer, to the CWA and IBEW to resolve their current strike. The proposal includes 7.5% in wage increases and some marginal-looking changes to Verizon’s outsourcing and employee-transfer policies. As a consultant, … Continue reading


Eyes on the strike: The continuing evolution of Verizon

Posted on by David Rohde

The current strike by 36,000 members of the Communications Workers of America and the IBEW is hardly going to sink Verizon. It’s less than one-quarter of Verizon’s total workforce even if certainly a concentrated number of people in their East … Continue reading


The Verizon-XO deal is about everything except the customers

Posted on by David Rohde

If you missed the news from earlier this week that Verizon is buying XO Communications, I could spin you a story as to why the lack of hype is a good thing. Nobody’s come out with the typically Orwellian bit … Continue reading


John Legere flips out at RootMetrics, and why that matters

Posted on by David Rohde

T-Mobile CEO John Legere had a bad day on Wednesday. RootMetrics, the carrier network evaluation firm, kind of ruined it for him. Actually it might be more correct to say that John let RootMetrics ruin his day. His overreaction was … Continue reading


Bad Merger Watch: Verizon held in check by valuation disagreements, so far

Posted on by David Rohde

With all of the concern about Verizon possibly selling off a chunk of its business to concentrate on wireless, it’s worth noting the ongoing chatter about Verizon buying companies instead. The latest is the idea that Verizon will take poor … Continue reading


Maybe Level 3 should stop thinking of itself as a turnaround story

Posted on by David Rohde

One of the great unsung heroes of the telecom industry is Sunit Patel, chief financial officer of Level 3. Patel has completely revamped the carrier’s financial structure, going from heart-attack levels of near-term debt maturities four years ago to one … Continue reading


Warren Buffett buys $2 billion worth of your Fear, Uncertainty and Doubt

Posted on by David Rohde

Warren Buffett always says that value investors have to be patient and not try to make a killing all at once. Well, he’s not going to make an immediate killing with the latest investment by his Berkshire Hathaway – $1.93 … Continue reading


Is CenturyLink adrift? It’s time for the third big incumbent to step up

Posted on by David Rohde

If Level 3 is the enterprise provider with big momentum whose local sales teams sometimes get ahead of their prospective customers or don’t fully understand the deal environment, then CenturyLink is the legacy industry provider that sometimes seems to be … Continue reading