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Huawei and Nokia named leaders in IHS Markit IMS vendor scorecard for the third timeAugust 13, 2018Huawei and Nokia are named leaders of the IMS scorecard for the third time. The vendors rise above the rest due to financials and, specifically, Huawei’s customer perception scores and Nokia’s market share gains and percentage of network functions virtualization (NFV) sales.
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Platforms that drive UCaaSJuly 24, 2018The adoption of UCaaS continue to expand worldwide, but the market remains highly fragmented with a wide range of offerings from a variety of providers. The market is composed of pure-plays, network operators, cable MSOs, ISPs, system integrators, and traditional premises-based vendors. With a wide range of service offerings and capabilities, things can be confusing for businesses trying to find the right provider and service to fit their needs. Clients, please log in to view the full content.Subscribers Only
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It’s hard to get rid of those good old DMS switches!June 12, 2018That’s the key takeaway from Ribbon Perspectives 18’s Network Transformation panel held on June 5 in Los Angeles. With more than 600 attendees and loud L.A. style music blasting before, between, and after sessions, the event keeps growing. And of course, you don’t want to miss those perspectives. The panel had representatives from BT, Bell, and Verizon, all talking about their ongoing network transformation initiatives. All three are big on the role of software defined networks (SDN) as the key enabler of automation while preserving some of the legacy nodes that are fully depreciated and providing high reliability. Clients, please log in to view the full content.Subscribers Only
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Cisco to Acquire BroadSoft for $1.9BOctober 23, 2017This morning, Cisco announced its intent to acquire BroadSoft for $55 per share cash for a total valuation of approximately $1.9B. It’s a poorly held secret that BroadSoft was looking for an acquirer, and last week it became clearer that Cisco was at the top of the list. BroadSoft will become part of Cisco’s UC business under GM Tom Puorro, under the Applications Group led by Rowan Trollope. The deal is expected to close in calendar Q1 2018. Clients, please log in to view the full content.Subscribers Only
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SIP trunking penetrationOctober 03, 2017For the seventh year in a row, we are publishing our estimates on SIP trunking penetration in North America. This continues to be one of the most frequently requested metrics as we look to understand how quickly SIP adoption is happening and how much more upside opportunity is there to displace TDM. As SIP continues to progress, there is less of a need to understand when SIP trunking becomes mainstream but rather how quickly it fully displaces TDM. SIP trunking has become mainstream in North America, but that isn’t the case in most parts of the world. Clients, please log in to view the full content.Subscribers Only
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Mitel Acquires ShoreTelJuly 27, 2017Today Mitel announced its intent to acquire ShoreTel, which does not come as a big surprise. Over the past several years this combination has been rumored multiple times, and ShoreTel’s board has publicly been looking at strategic options for the company. The enterprise communications market is extremely tough with premises-based sales in decline and the majority of sales in the hands of only a few dominant vendors. Meanwhile businesses are shifting to cloud services, which is a very crowded market with a number of providers and no dominant company. Mitel and ShoreTel are among the few that have a position in the legacy PBX market while working on pivoting to cloud services. Clients, please log in to access the full content.Subscribers Only
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Sonus and GENBAND MergerMay 23, 2017Today Sonus and GENBAND announced its intention to merge the two companies. This is not a surprise because it’s been rumored that the two companies have been in discussions over the past year. Additionally, both companies stand out as pure-plays in the service provider VoIP market facing increasing pressure from the three large telecom equipment manufacturers (TEMs): Ericsson, Huawei, and Nokia. As the market begins its contraction with an increasing amount of business driven from mobile operators, vendors such as Sonus and GENBAND have been affected. At the close of the merger, it is expected that Sonus and GENBAND shareholders will each own 50% of the combined company. The value of the transaction is approximately $745M. The deal is expected to close in the second half of 2017. Clients, log in to read the complete insight.Subscribers Only
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Windstream Extends Buying Streak to Broadview NetworksApril 13, 2017Today Windstream announced it will acquire UCaaS provider Broadview Networks in an all-cash transaction valued at $227.5M. This follows its $1.1B merger with EarthLink that closed in February. The value is less than current 12-month revenues of $289M, but it is almost 2.7X of Broadview Networks’ UCaaS revenue making it one of the most important acquisitions in the market to date. Windstream is making the acquisition not for Broadview Networks’ legacy product suite but for its UCaaS platform, customer base, and channel work, and for the opportunity to shake up the market. The acquisition is expected to close in 3Q17. Clients, log in to read the complete insight.Subscribers Only
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ALE Focuses on Verticals and RainbowFebruary 14, 2017OLast week I had the opportunity to spend a few days with the Alcatel-Lucent Enterprise (ALE) management team in New Orleans. Jack Chen, ALE’s CEO laid out the company’s strategy and plans for 2017 while making it clear it needs to return shareholder value, which requires it to be highly focused. In 2016, the company worked on making sure it had the components and plans in place for executing on a vertical focus, cloud components, and a CPaaS platform (communication platform as a service) in 2017. ALE has set a course for 2017 in which it can be differentiated and grow, but it won’t be trying to be all things to all companies nor will it chase every new trend that bubbles up. Clients, log in to read the complete insight.Subscribers Only
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Mitel Divests Mobile DivisionDecember 20, 2016On 2 March 2015, Mitel announced its intent to acquire Mavenir for $560M as a means of entering the mobile infrastructure space and creating revenue diversity. Not even 2 years later Mitel has decided to divest the mobile division to Siris Capital for $350M cash and a $35M non-interest bearing note. This is significantly less than Mitel originally paid for the business despite revenue in the business growing over the past few years. The move to sell the business doesn’t surprise me. I always found the mix a hard one, and at an analyst event with Mitel in November that was very apparent. Clients, log in to read the complete insight.Subscribers Only
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SIP Trunking PenetrationOctober 28, 2016For the sixth year in a row, we are publishing our estimates on SIP trunking penetration in North America. This continues to be one of the most frequently requested metrics from vendors, service providers, and the financial community. With data provided from the FCC on multiline business switched access lines, we have been able to develop as close to an apples-to-apples comparison as possible to understand SIP trunking penetration.Subscribers Only
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VoLTE Gaining GroundOctober 25, 2016Earlier this month, I attended and chaired the first day of the LTE Voice Summit in London. Similar to the last 2 years, there was plenty of evidence of VoLTE progressing across multiple regions. There weren’t any new big topics—items like VoWiFi and NFV are well understood and underway—and for the most part, discussions centered around progress being made on adoption. Roaming was the only area that still elicited healthy debate on which approach to take and why. As of 30 September 2016, 86 operators have launched commercial VoLTE services across 49 countries.Subscribers Only
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Platforms That Drive UCaaSOctober 19, 2016Though cloud UC services (UCaaS) continue to expand worldwide, the market is highly fragmented with a wide range of offerings from a variety of different providers. The market is comprised of pure-plays, network operators, cable MSOs, ISPs, system integrators, and traditional premises-based vendors. With a wide range of service offerings and capabilities, things can be confusing for businesses trying to find the right provider and service to fit their needs.Subscribers Only
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Sonus Acquires TaquaOctober 05, 2016On September 26, 2016, Sonus acquired Taqua for $20M cash at close and a provision for additional cash if certain revenue thresholds are exceeded. Sonus has acquired Taqua primarily in order to bring a broader set of products to mobile operators as they migrate to VoLTE and VoWiFi. Though mergers and acquisitions in the service provider VoIP and IMS arena have slowed, there has been a fair amount of speculation around Sonus, GENBAND, and Metaswitch.Subscribers Only
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IMS and SBC Virtual Network Functions UpdateJuly 19, 2016We have started covering specific virtual network functions (VNFs) on an ongoing basis in our quarterly Service Provider VoIP and IMS Equipment and Subscribers Market Tracker - Regional. Many of the IMS core functions such as CSCF, HSS, and voice application servers are software elements that vendors have been moving from dedicated hardware to general purpose servers over the past several years. With mobile operators moving to VoLTE and large scale IMS networks, NFV has become front and center with work being done to make the network elements operational under hypervisors and NFV management and orchestration (MANO) software.Subscribers Only
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Utilizing CPaaS for Embedded CommunicationsJuly 19, 2016Communications as defined by voice and messaging has traditionally been sold by and consumed from network operators. However, that has changed with the growth of over-the-top (OTT) providers and applications. We must no longer think of communications as just a service we subscribe to but also as a feature embedded inside applications. By embedding real-time communications in applications and websites, companies are able to connect with customers and partners at direct points of presence.Subscribers Only
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Team Collaboration in the CloudMay 03, 2016We are still in the early days of team collaboration solutions (referred to as workstream messaging by some), but the momentum over the past 6 months has grown with increased adoption. The topic headlined the majority of my discussions during Enterprise Connect back in March. And what exactly are cloud team collaboration services? At the core, these services are built around document sharing, chat, and audio/video conferencing sessions that live in team or project “rooms.” Many solutions are expanding to become more all-in-one communication platforms that are bringing in voice and PBX feature capabilities.Subscribers Only
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Mitel Agrees to Acquire PolycomApril 15, 2016In one of the worst kept secrets, today Mitel announced its intent to acquire Polycom for approximately $1.96B in cash and stock. The possibility of a deal first came to light with an open letter from investor Elliot Management in October 2015 urging Polycom to make a deal with Mitel. Elliot Management owns a 6.6% interest in Polycom and a 9.7% interest in Mitel and had a vested interest in seeing this deal close. Though Mitel has made a number of acquisitions over the past 5 years, this is its largest and its first of a company that is larger in terms of revenue. Mitel and Polycom have been in discussions regarding a potential merger/acquisition for the past year. The new company will be led by Mitel CEO Rich McBee with headquarters in Canada after the deal closes in 3Q16. As of now, the plan is to keep Polycom as a separate brand, particularly for the IP handsets.Subscribers Only
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2016: Trends in Enterprise Collaboration, Operator Enhanced Services, and NFVJanuary 27, 2016Welcome to the New Year. 2016 promises to be another year of subtle shifts in the market. For the enterprise, cloud UC (unified communications) expansion will continue along with vendor and hosted provider consolidation. However, the big trend we will follow this year is the staying power of new collaboration platforms and embedded communications that promise to change how businesses think about and consume communications.Subscribers Only
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The Dawn of a New Era for UnifyJanuary 25, 2016Last week I attended Unify’s analyst conference in Bermuda, and it was literally a week of transition as Atos’s acquisition of the company closed on Wednesday. We had the opportunity to hear directly from Unify executives but also from Atos, and it was clear Unify employees were genuinely excited about the future. But before we get ahead of ourselves, the key point was to communicate the progress the company has made with its restructuring plan and the positive momentum it is taking into calendar year 2016.Subscribers Only
