Driven by Hope
A lot of telecom planning is driven by Enterprise telecom in the US. The financials are based on landing 6 huge deals per year. Some of that is government and …
Telecom
Metaswitch Gets Acquired Again
In 2020, when Microsoft acquired Metaswitch for more than $270M in stock and cash, I wrote (and wrote) that it was a mobility and cloud play. Now that Microsoft has …
CVX Expo 2024 Reflections
CVX Expo in Scottsdale at Talking Stick Resort & Casino is in its third year. Registration was up from year 2. On the SD-WAN panel, while some panelists didn’t pay …
Mitel Move to Zoom
November 2021: “RingCentral will pay Mitel $650 million to acquire intellectual property rights and patents covering network and call management, security, and infrastructure. Demonstrating its commitment and excitement about the …
A Tale of Private Equity
The MSP software industry has been dominated by private equity. ConnectWise, Datto, Kaseya, N-Able, Pax8 and so many more software companies that serve the MSP space have been acquired by …
What Does a Five Buck Seat Mean?
NICE just announced a UCaaS offering at $5 per seat. TalkDesk launched a phone in 2021. It was rumored to be $10, like Zoom Phone. What does all this mean …