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February 20, 2008
Service Provider Views Article - Vonage
My latest column for Service Provider Views was posted yesterday.
This one's about Vonage, and my view on their prospects following last week's Q4 results. Very mixed bag, and with cable VoIP getting stronger by the day, their margin for error gets smaller and smaller. As usual, your comments are welcome.
Technorati tags: Service Provider Views, Jon Arnold, J Arnold & Associates, Vonage
Posted by jonarnold at February 20, 2008 01:29 PM
Comments
Hi Jon,
Good summary on Vonage. There's no denying Vonage has a brand with some value, but with Vonage's churn rate of 3% per month, the value of the 2.6M subscribers is suspect. Like you, I'm not sure who would want to buy the company at this point.
I covered the Vonage earnings report in some posts last week, here: http://ikeelliott.typepad.com/telecosm/2008/02/risky-business.html
Bottom line: Vonage needs to refinance that debt!
Ike
Posted by: Ike Elliott at February 20, 2008 08:04 PM