Both CBeyond and 8×8, two rather different providers of VoIP services to small business customers, reported their quarterly earnings today, and in both cases results were steady though not spectacular.  But then, expecting spectacular results in this environment would be a bit loony.  What matters is the implication that while churn is surely rising somewhat, [...]

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In July, back when the credit markets were merely horrible, Vonage announced a financing package to allow it to refinance its debt that comes due in December, and even then it was a brutal refinancing.  Well, today Vonage announced the package has been renegotiated.  Why?  Well, I’m guessing it is because the original package ‘contemplated’ [...]

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Finally, Verizon (VZ) lost a VoIP patent case yesterday.  Cox, accused of infringing on 6 patents, took the ILEC all the way through a jury trial and won on all counts.  Well, it is Cox and not Vonage (VG) this time or someone even smaller, so this isn’t quite a giant killing story, yet it [...]

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Telegeography reported today that the transition to VoIP in Europe is moving very rapidly now.  At year end 2007 there were 25.3M voip users, and by year end 2008 that number is expected to exceed 37M.  Penetration rates are all over the map though.  In France 43% of households are now using VoIP, while in [...]

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Silicon Valley Insider speculated Friday that Ebay may be looking to sell Skype, a thought that was developed further by both Rich Tehrani and Andy Abramson. It certainly would be an exciting move at a time when money is not exactly flowing freely.  The potential buyers

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(What's this?)

Even Silicon Valley And Hollywood [...]

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Jon Arnold has an interesting article over on TMCnet about harnessing VoIP going forward.  The problem with VoIP applications have always been that they has only really served to replace other voice applications: Vonage replacing your home line, IP-PBX’s replacing older PBX’s, etc.  Unique features that actually caught on have been few and far between. 

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Today’s rant stems from an insightful reader’s comment on my earlier post Bandwidth Intensive Applications and IP Transit which prompted me to put something into words.  Here is the comment by Graeb:

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CenturyTel’s Buyout Bid for Embarq Will Likely Jump-Start a Wave of Mergers Among Rural Teleco…

(Money Morning, 10/28/08)

Growth stocks: Kavveri [...]

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After various stops and starts, Vonage has finally found someone to loan them the money to refinance their debt - they must do this by December or go belly up. Ike Elliott, who follows Vonage more carefully than I do, has a nice writeup on the financing. To put it bluntly, it is [...]

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