tag:blogger.com,1999:blog-111625888449512416.post1824194159228719646..comments2023-09-23T10:17:21.090-04:00Comments on Jon Arnold's Analyst 2.0 Blog: Service Provider Views Article - VonageJon Arnoldhttp://www.blogger.com/profile/06682272532870959943noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-111625888449512416.post-78960141783801855782008-02-20T20:04:00.000-05:002008-02-20T20:04:00.000-05:00Posted by: Ike Elliott
Hi Jon,
Good summary on Vo...Posted by: <a href="http://ikeelliott.com">Ike Elliott</a><br /><br />Hi Jon,<br />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.<br /><br />I covered the Vonage earnings report in some posts last week, here: http://ikeelliott.typepad.com/telecosm/2008/02/risky-business.html<br /><br />Bottom line: Vonage needs to refinance that debt!<br />IkeJon Arnoldhttps://www.blogger.com/profile/06682272532870959943noreply@blogger.com