Preview for my Enterprise Connect Session - on No Jitter

Enterprise Connect is just two weeks away, and it’s always a crush to get everything in while there. So many people to meet, so many sessions to see, but always so little time. The main activity for me is my annual session on the state of speech tech in the enterprise, and I hope you can carve out a bit of time to see it - Thursday at 9am, Room Sun C.

To help support the session, I wrote a preview article about what we’ll be talking about, and it’s running now on No Jitter. I’ll be joined by speakers from RingCentral, Cognigy and Sprinklr; for more detail, here’s the article, and here’s an earlier blog post with some backstory, along with a discount code to save $400 on your registration.

Enterprise Connect Update - New Speaking Spot Added

I recently posted about my Enterprise Connect session on enterprise speech tech, and since then, I’ve now been added to another panel session, which happens to follow right after mine.

The new session is titled Where is Technology Taking the Employee Experience?, and I’ll be joining panelists Beth Schultz from Metrigy, and Robert Harris from Communications Advantage. No Jitter’s Lisa Schmeiser will be moderating, and I hope you can join us. Full details are here, and we’ll be going at 10am on Thursday, March 28.

Zoho Analyst Event - My Two Takeaways

This event happened earlier this month, and my review about it is running now on BCStrategies. If that hasn’t crossed your path, thought I’d blog about it here as well, as I think you’ll find it a good read.

Zoho is an interesting company, and one that shows you there isn’t just one way to run a successful business. Here’s the link to read my writeup, and for my in-the-moment insights, here’s a digest of my LinkedIn posts during the event.

https://www.linkedin.com/posts/jarnoldassociates_zohoday24-spaceexploration-travel-activity-7161776091446042624-BxsL?utm_source=share&utm_medium=member_desktop

https://www.linkedin.com/posts/jarnoldassociates_zohoday24-businessstrategy-culture-activity-7161436505633214464-GGT5?utm_source=share&utm_medium=member_desktop

https://www.linkedin.com/posts/jarnoldassociates_zohoday24-ucaas-ai-activity-7161399177199980544-hohU?utm_source=share&utm_medium=member_desktop

https://www.linkedin.com/posts/jarnoldassociates_zohoday24-businessforgood-sustainability-activity-7161388308252549120-uSux?utm_source=share&utm_medium=member_desktop

https://www.linkedin.com/posts/jarnoldassociates_zohoday24-activity-7161384360330354688-66us?utm_source=share&utm_medium=member_desktop

https://www.linkedin.com/posts/jarnoldassociates_zohoday24-financialperformance-leadership-activity-7161101104162738177-_hbV?utm_source=share&utm_medium=member_desktop

https://www.linkedin.com/posts/jarnoldassociates_zohoday24-zoho-bigtech-activity-7161056452487303168-PLZQ?utm_source=share&utm_medium=member_desktop


Future of Work Expo - Photo Recap and Links

It’s been a full month, with travel to five different industry events over four weeks. On a business level, the Future of Work Expo was closest to home, as this is my sixth year as conference Chair, and the event is coming into its own nicely.

If you’ve never attended, it’s part of TMCnet’s flagship ITExpo, which has been running as long as I’ve been an analyst - 20+ years - and is usually during the second week of February in Ft. Lauderdale. I’ve finally exhaled from the rush of getting the programming and speaker roster in place, after which, the event largely runs itself.

There’s plenty of time to plan for next year’s edition, and you can reach out any time if interested in speaking or sponsoring. For a sense of what you missed, this blog post is a photo recap - mostly mine, but some are from others. Aside from details on the speakers, I won’t be adding any commentary. For that, you can peruse my LinkedIn posts during the event - highlights below - as well as check out the March edition of my Watch This Space podcast, which is scheduled to run on March 5.

https://www.linkedin.com/posts/jarnoldassociates_itexpo-activity-7166093120353382401-913S?utm_source=share&utm_medium=member_desktop

https://www.linkedin.com/posts/jarnoldassociates_what-is-the-key-to-making-hybrid-work-work-activity-7163941411606704128-0CLH?utm_source=share&utm_medium=member_desktop

https://www.linkedin.com/posts/jarnoldassociates_snomattheshow-newsreel-activity-7163936981603872768-sAr7?utm_source=share&utm_medium=member_desktop

https://www.linkedin.com/posts/jarnoldassociates_futureofwork-activity-7163925259056873473-UIGD?utm_source=share&utm_medium=member_desktop

https://www.linkedin.com/posts/jarnoldassociates_ftlauderdale-it-futureofwork-activity-7163288318560944128-NByV?utm_source=share&utm_medium=member_desktop

Below - day 1 agenda, Todd Knapp from Envision, Arturo Guzman from HCLTech

Future of Workspace session, with Chris Fine moderating - Alex Lopez from Cisco, Gentry Long from Industrious, Tomi Teikko from Haltian, and Blima Ehrenetrau from The Designers Group; Cybersec panel with Ryan Worobel from LogicMonitor, Richard Luna from Protected Harbor, Brett Shockley from Journey AI; Collaboration from Anywhere panel - Todd Knapp from Envision, Tonny Siemons from Enreach, Luiz Domingos from Mitel and Steve Forcum from SIPPIO

Role of Endpoints panel - moderated by David Danto, with Jeff Kubick from Poly/HP, Gideon Adler from CDW, Vern Fernandez from Jabra, and Brian Bradbrook from Snom; Role of IT panel - moderated by Glenn Goldberg, with Richard Luna from Protected Harbor, David Jodoin from Stackyon, and Gary Coben from Evolve IP; AI Evolution - LLMs panel - with Hardy Myers from Cognigy, Frank Fawzi from IntelePeer, Kevin Lee from NICE, and Alex Diedrich from Sprinklr

AI and Employee Engagement panel, moderated by Tomi Teikko, with Hardy Myers from Cognigy, John Chmoj from Verint, Jay Patel from Avaya, and Joe Markwith from CDW; Contact Center and FOW panel - with Rob McDougall from Upstream Works, Tod Chisholm from IFT, Khurum Shafi from Twilio, and Michael Roche from Five9; post-panel photo with Mitel - Luiz Domingos and Dave Clardy

Long-time colleague and fellow podcaster Doug Green, Apple “booth” on the show floor, and an even longer-time colleague who does it all, Carl Ford

Finale session on Evolving Role of Organizations - with Juan Betancourt from Humantelligence, Chris Fine, Dave Fox from Focus GTS and Jeff Pulver; a trio of SCTC members - Carmelo Cappuzzello, myself, and Vern Fernandez; with Bill Radford from Cisco

From the show floor - Julie Smith from Snom with Andy Abramson; with Mr. TMC, Rich Tehrani

More familiar faces - with Justin Robbins and Alan Percy - go Bills!

Next Stops - San Jose and San Diego for RingCentral and 8x8

Three down, two to go. Been in constant motion all month with travel to five events over four weeks. So far, I’ve been to Zoho and Cognigy, along with running my Future of Work Expo in Florida. All were good, and I'm writing/posting about them as time allows.

Now, we’re on to California, where I have back-to-back analyst events, starting with RingCentral on Monday in San Jose, and then to San Diego for 8x8’s event through Friday. That’s plenty of excitement for February, but very much looking forward to both of these events. Will have some home-based time for a bit once back, and then before you know it, Enterprise Connect will be on deck for last week in March. The road continues…

Enterprise Connect Time - State of Enterprise Speech Tech

Time flies, but we’re now about a month away from Enterprise Connect 2024, at the usual spot in Orlando. I’m back again doing my annual session on the state of enterprise speech tech, and I’ll be joined by Alan Ranger from Cognigy, Abhishek Priyam from Sprinklr, and Ram Rajagopalan from RingCentral.

Speech tech and AI go hand-in-hand these days, and while the use cases are well-known in the contact center - and of course the consumer world - lots is happening in the enterprise, and not just for collaboration. I’ve been exploring this space for six years now at the show, and while much of the innovation is incremental improvements on existing AI apps, there are certainly new frontiers being opened up.

If that piques your interest, you’ll have to stick around to the last day, Thursday - our session is at 9am, and you can get more detail here. I hope you can join us, and if you haven’t registered yet, feel free to use the discount below to save $400.

New Month - Time for Next Newsletter and Podcast

It’s the first full week of the month, and my new editions are out now. Both the newsletter and podcast published yesterday, so just a friendly FYI here.

If you’re not a subscriber, signing up to my newsletter is easy - JAA’s Communications and Collaboration Review - the signup page is here.

For my Watch This Space podcast, you can subscribe on all the major platforms, or click to listen to the current episode here. With my Future of Work Expo running next week, this was a good time to provide a preview of what to expect. We also stepped back to provide our analog perspective on what “work” is going to mean in the world of digital, AI and immersive technologies. I hope you give it a listen, and perhaps explore earlier episodes.

Next Stop Update #2 - Future of Work Expo, Ft. Lauderdale

Am doing back-to-back events starting tomorrow, and just posted about the first stop - Zoho’s analyst event. Will be staying down south after that, heading to Ft. Lauderdale, home of TMC’s ITExpo. I run one of the sub-events there - Future of Work Expo - and this is my 6th year as Chair. The program is solid, and I hope you can join us.

If you’re still on the fence about going, here’s the latest update from TMC, and to learn more, just drop me a line. Also, my next podcast goes live tomorrow, and the main topic is a preview for what we’ll be doing at the event.

Next Stop - Verint, Scottsdale, AZ

I’ve got one more industry event during this travel run, and it will be the ninth in nine weeks, so it’s been a long stretch of airports and hotels.

This one is for Verint and their Analyst Days event in Scottsdale. It will be my first time attending Verint’s event, and am very much looking forward to being with them in-person, and hearing about their roadmap from their leaders. As always, I’ll share on LinkedIn along the way as time allows, and will do a wrapup post soon after.

Cisco WebexOne Event - Three Takeaways

I have one more event from my recent run of travel to post about, and that will clear up a big backlog I’ve been trying to get through. The event was Cisco WebexOne, hosted in Anaheim, CA – right across the street from Disneyland. As with other events, I shared updates regularly on LinkedIn, and I’ve included a tally of those posts below. Aside from that, I’m going to cite three main takeaways and messages from WebexOne here, along with some photos not shared earlier, except for one.

 1. All-In on AI

Right off the top, Jeetu Patel talked about how Cisco – and Webex in particular – will be “an AI-first company”, with AI being “the core fabric” for all their platforms. There really are two messages here, with the first being all AI, all the time. All the vendors are on this journey now, so nothing surprising there – in the blink of an eye, AI has become more than just table stakes; it’s starting to sound like their raison d’être.

Fair enough, but the stronger message is how the idea of core fabric means that AI is becoming part of the DNA across their entire portfolio as well as their partner ecosystem. For example, one of their updated offerings – AI Assistant – is part of both their UCaaS and CCaaS platforms.

Bigger picture, though – AI-driven applications will now be infused across all the portfolio elements – Webex Suite for UCaaS, Contact Center for premises-based deployments, Connect for CCaaS, all their devices and endpoints, as well as Control Hub, which ties everything together. As such, their AI story is now holistic and very much platform level, so it’s much bigger than a collection of AI apps and point solutions.

2. Audio and Video Drives the User Experience

Taking this down a level or two, they made the fundamental assertion that all the AI in the world won’t make a difference unless you have a great user experience. When it comes to communications and collaboration – either in the workplace or the contact center - that means having great audio and video capabilities. These fundamentals are easy to take for granted, and I really liked how they parsed out what they’re doing, not just for UX, but for how Cisco is trying to differentiate.

The main update is AI Codec (ultra-low bit-rated resilient codec), which uses generative AI among other things to ensure high quality audio across all network conditions. So, when bandwidth is variable or spotty, packets will drop, and that degrades audio quality. I’m not an engineer, but they explained how these packets carry multiple copies of the audio, so if one drops, the others will get through – that’s redundancy to cover packet loss. A key part of the AI piece is how the codec removes extraneous elements like background noise so that only the voice signals are heard. Got it.

My photos below aren’t great, but the first one shows how AI Codec maintains top quality performance across the spectrum of low levels of bandwidth – between 1 and 6 kbps. Compare that to the right side of that chart, which shows the industry standard Opus Codec, and how it only maintains that level of performance at much higher bandwidth levels – 16 kbps. So, when it comes to supporting the varying bandwidth scenarios for hybrid work, Cisco maintains their new codec is better aligned.

The photo on the right is clearer, and shows another data set to support their audio quality story. In the speech recognition world, Word Error Rate (WER) is a benchmark for accuracy, where the lower the metric, the more accurate the speech engine. Cisco’s capability here comes largely from its Voicea acquisition, and this chart shows their market standing in two ways.

In absolute terms, the current version of Voicea leads the pack at 11.5% (meaning an 88.5% level of accuracy), well ahead of the leading brands. Then, in relative terms, the chart shows four data points for Voicea, and how their WER has steadily improved from 14.6% to 11.5%. This is where Machine Learning comes into play with continuous improvement, adding another layer to Cisco’s AI story.

Disclaimer – I’m a market researcher by trade, and I don’t know the source of this data. Every speech rec player seems to find a data set that shows them to be the best, and I cannot vouch for how authoritative Cisco’s claims here are. Note to self to follow up on this.

Before this post becomes too long, there are other pieces that help make for better audio and video experiences, such as their newly-touted Real Time Media Model (RMM), which they view as a complement to Large Language Models (LLM), something that all the vendors are behind as part of their AI stories. I’ll move on now, but I hope you get the main idea for how Cisco sees audio and video as core to the Webex value proposition.

3. No, Distance Zero is What Matters

Not to be outdone by Jeetu and Javed, Snorre Kjesbu added the importance of devices to the equation, and in my mind, it’s just as important. No other vendor brings all these pieces to the table – and of course the networking gear – making this another way for Cisco to differentiate; and as always, Snorre has a very clear vision of how they do this.

First off, he maintains that the devices playing field really isn’t that strong – maybe – so there’s room for them to do things their way. A great example is the new Cisco 950 ear buds, produced – and equally important, branded – with Bang & Olufsen. Top quality audio quality and Scandinavian design cred aside, this is a high-end, premium product that helps position Webex as a leading brand. That should resonate nicely with their enterprise customers – which is where they want to be – but not so much down market, where picking up buds at Best Buy will do the job.

Bigger picture, Snorre talked about “distance zero” being their “North Star” (am starting to hear that term a lot lately, so be careful not to over-use it) – meaning that their devices deliver experiences that take distance out of the equation. The idea is being able to “lead from anywhere”, whether you’re at home or in-office. Since the focus here is mostly on meetings, the idea also applies to any type of space or configuration – big board room, huddle space, lecture hall setup, auditorium seating, in the round (campfire), etc.

Their portfolio of meeting room devices is built to support all of these scenarios, showing a strong recognition for how the post-pandemic workplace is evolving. There’s lots more to talk about in terms of these devices and the experiences (such as Cinematic Meetings), but the takeaway here is that they have a really impressive lineup of devices – all being AI-powered to support their holistic approach to AI – that not only makes for smarter, more equitable collaboration, but is easy enough to use that AV specialists aren’t needed (hey, design thinking).

VON Evolution - What You Missed

Am trying something different here - a new way for me to share highlights from industry events I’ve recently attended. Here’s the conundrum - during events, I post as time allows on LinkedIn with in-the-moment commentary and photos, and collectively, those posts often tell the story of the event.

My intention is to write a more thoughtful, reflective analysis of the event soon after, and that usually gets published on portals like No Jitter or BCStrategies. That’s what often happens, but with travel to seven events in the past seven weeks, it’s been impossible to do that for each event during this run.

Jeff Pulver’s VON Evolution last week in New York is a great example of that. I posted many photos and much commentary throughout the event on LinkedIn, and at this point, I really don’t have much more to add. While those posts were widely-read - and shared - they pass quickly after the moment, and most people may have only caught one or two of those.

New plan - the vibe from Jeff’s event is still fresh, and to give you a sense of that, I’ve tallied all my LinkedIn posts here, listed first-to-last. This way, in one place, you can go through the links in order of events, with both my commentary and my photos. If you’re inclined to check them all out, I think that’s a pretty good proxy for being there. Let me know if you do, and would love to hear your thoughts or chat further - as I’m sure Jeff would too.

https://www.linkedin.com/posts/jarnoldassociates_newyorkcity-vonevolution-voip-activity-7125475487157547008-ioTq?utm_source=share&utm_medium=member_desktop

https://www.linkedin.com/posts/jarnoldassociates_vonevolution-communications-privatenetworks-activity-7125503756393213954--mVk?utm_source=share&utm_medium=member_desktop

https://www.linkedin.com/posts/jarnoldassociates_vonevolution-newyorkcity-livemusic-activity-7125589031358279680-iAcR?utm_source=share&utm_medium=member_desktop

https://www.linkedin.com/posts/jarnoldassociates_vonevolution-newyorkcity-livemusic-activity-7125635867833958400-7Fl-?utm_source=share&utm_medium=member_desktop

https://www.linkedin.com/posts/jarnoldassociates_vonevolution-chatbots-spam-activity-7125857172365721601-fNMM?utm_source=share&utm_medium=member_desktop

https://www.linkedin.com/posts/jarnoldassociates_fun-livemusic-newyork-activity-7125865293603602432-o7vK?utm_source=share&utm_medium=member_desktop

https://www.linkedin.com/posts/jarnoldassociates_vonevolution-technology-privacy-activity-7125889312813953024-usf_?utm_source=share&utm_medium=member_desktop

https://www.linkedin.com/posts/jarnoldassociates_newyorkcity-disruptive-wireless-activity-7126276587217448962-dH15?utm_source=share&utm_medium=member_desktop


Avaya Rejuvenation - Can They Do It?

This post is a companion to my analysis and takeaways about Avaya, following my recent trip to Dubai for the massive GITEX show. My writeup has been posted here on EM360, which I feel is a good home given given their focus on regions outside the Americas. I hope you give it a read, and likewise enjoy a few of my photos below from the event. As always sharing and comments are welcome!

Below - CEO Alan Masarek in our analyst-only briefing, a nice group shot (photographer unknown, sorry), and Avaya’s ever-present desk phones - in my hotel room.

Some demos at the Avaya stand - Sestek, showing speech-to-text in Arabic, an agent wellness demo where AI tracks sentiment, not just with video but analytics for customer dialog, and keeping customer data secure with Journey.ai.

Not sure if the flashy cars draw the big crowds, but big players spend big dollars here for sure.

Various manifestations of AI on display - too cute robots, Spot - the prancing robot dog from Boston Dynamics, and ever-present drones. Anything is possible in this part of the world, and there’s no way to tell how these “devices” will be deployed, but they’re definitely here now.

Metaverse demo from DEWA - Dubai Electricity and Water Authority, Abu Dhabi government stand - one of seven emirates that make up the UAE, Extreme Networks stand - yes, there were plenty of familiar Western vendors on hand.

On the other hand, this is the Middle East - crossroads of commerce - and you don’t to have walk far to see players you’ll almost never see in the West - MCI - Iran’s largest mobile provider, China Mobile, and Huawei - with a model display showcasing their data center of the future.

Not surprisingly, Dubai is super-modern and built to impress - high noon shot of Jumeirah Emirates Towers - left tower was our hotel, nearby the Museum of the Future, and a skyline shot at night.

Next Stops - SCTC in Raleigh, WebexOne in Anaheim

My run of travel for fall events continues, and I’ve got a back-to-back coming for next week.

First stop is SCTC, for our annual conference, which this year is in Raleigh. For the most part, it’s a member-based event, but certainly open to consultants and members who might consider joining. For those who know me, one of my SCTC hats is being in the SIPtones band, and we’re playing a set or two on Sunday night - that should be reason enough to come! On Monday, I’ll be speaking as well as moderating a panel session, so I’ll be earning my keep there.

My time at SCTC will be abbreviated, though, as I’m flying out on Tuesday to LA for Cisco’s WebexOne event. They’ve got an impressive list of celebrity speakers to draw a crowd, and an analyst-only program for our tribe. I’ll also be speaking on a panel session on Wednesday, so this will make for a busy week. I’ll share quick pix on LinkedIn for both events as time allows, and soon after a recap post here.

Jeff Pulver is Back - VON Evolution, New York City

Jeff Pulver’s VON event has gone through many iterations, and if you really want to know where voice is heading, you might want to mark this on your calendar. Having tracked telephony and voice for 20+ years, I’ve seen a lot, and Jeff has a knack for being on the leading edge for what’s next.

This edition takes place at City Winery - Hudson River Park location - running Oct. 31 - Nov. 2, and all the details are here on the event site. If I’m not reason enough to come - check out the eclectic list of speakers - it’s pretty rich. :-) Would be great to see you there, and no doubt Jeff will feel the same way too.


Next Stop - Dubai for GITEX and Avaya

From London to Lima to Dubai - not my normal routine, but this will be my third straight week of international travel - yeow. If I sound confused about what time it is or where the hell I am, now you’ll know why.

This is my first trip to Dubai, and yes, I’m a little anxious about going to the Middle East right now. Nothing is certain these days, but Dubai is pretty far-removed from the realities of everyday life just about everywhere, and am hoping that extends to the next few days.

Many thanks to Avaya for hosting me, and this is the first time the stars have lined up for me to attend GITEX. There’s a lot of buildup for GITEX, and given how large this event is, I know I’ll only see bits and pieces, and am sure all of it will be great, if not over-the-top.

I’ll do my best to share on LinkedIn and here as time allows, and will definitely follow on with a review article soon after. More details here about Avaya’s presence at the show, and if you’re there, please drop me a note and maybe we can meet!


UC Expo London - Quick Take and Photos

Am totally on the go these next few weeks, so blogging kinda has to be on the fly.

Last week was London and the UC Expo, and all told, it was a worthwhile event. Crowds were sizeable, the exhibit hall was pretty full, and the vibe seemed good. It’s always hard to gauge these things, as it all passes pretty quickly, and I didn’t have many quiet moments.

In terms of sessions, there were three for me - moderated one, was a speaker for one, and I facilitated a private roundtable with customers for a sponsor, but I can’t do any sharing for that one. Also did two on-the-floor video interviews - with EM360 - see below (click to view), and UC Today - coming soon.

Otherwise, plenty of good networking, and making more in-person connections with EU companies, both clients and prospects.

Not much else I can say for now, but maybe you’ll find some other takeaways from the interview below. Following that are some photos from the trip.


Rob Kurver leading the CPaaS panel, group selfie from Dave Michels for the analyst panel, and a full room for the session I moderated with RingCentral about AI and the contact center.

Very fun - had VIP front-row seating for this special session with math whiz Hannah Fry and famed Irish comic/tech guy Dara O Briain, Storm Troopers taking over the 8x8 booth, and a race car that really can’t go all that fast here.

With Chris Bain, in front of signage for my panel session, with Jeff Pulver, being interviewed by EM360

Kinda cool hardware of a different kind, start planning now for 2024, and my parting shot leaving the venue after the show.

London town - endlessly spectacular views from the Shard, very familiar touristy spot that’s just about everywhere, and a typical alley entrance to a courtyard where it’s nice and quiet.

London Called, Lima Calling - NICE Analyst Summit Next

This crazy - but really fun - Fall 2023 World Tour continues, and there are several more stops ahead yet.

Am just back from London and the UC Expo - blog post/pix about that is coming next. Home barely long enough to pack and prep for alpaca country - Peru! This could be the most complicated trip I’ve ever done, but it’s all an adventure, and I know it’s going to be memorable.

This is for the NICE Analyst Summit, and if you thought Marrakesh, Morocco last year was exotic - and it was - it’s not a stretch to say Machu Picchu is even more exotic. I think we’re really splitting hairs here, but more importantly, NICE has set the bar impossibly high for analyst events, and am more than happy to be in the mix.

Most people don’t believe me when I tell them about this run of travel I’m on, so if not just to bear witness, I’d damn well better share pix. I always do that, but this time around, there will be video coming too, and I’ll explain more about that next week.

For now, I need to figure out what to wear, and double check all the travel logistics. I fly from Toronto early Monday to Newark, connect there to Lima, stay the night, then fly out Tuesday morning to Cuzco, and from there I will get taken to the hotel, and then the adventure really begins!

I have a lot to learn about Inca culture, but I do know that Cuzco is central to the origin myth for sun god worship - Inti - and it’s probably best to stay on his good side. NICE sent this guy along, and he’s coming with me as my good luck talisman.

Cloud Communications Alliance Event - Quick Take and Pix

This is week 2 of my travel run that will have me going to at least one event somewhere each week pretty much til mid-November. Busy is good, but much tougher to get the work done - that’s just how it goes as an indie analyst.

Was in New York the past two days, attending the Cloud Communications Alliance Financial Summit. Being a half-day event, it was more of an update than a summit, but top-caliber attendees nonetheless. Was very happy to be there, and in the end, I wound up being on the closing panel session with just analysts, led by Clark Peterson. Needless to say, with 5 of us, we easily went over time, but nobody seemed to mind.

There were two other panel sessions focused on the financial side of the cloud business, and it was good to hear what they’re talking about, especially for companies looking for exits. With the shift from growth to profitability, valuations are down, so the space is less lucrative now, and the players have to work harder to create sustainable businesses. There was a lot of talk about how to compete with - or align with - Teams, along with the dominance of other majors like Cisco and Zoom.

Most of the focus was on UCaaS - understandable - and less so on CCaaS, CPaaS and AI - but if a longer program, no doubt we’d hear more about these as well. Bigger picture - it was noted that 50% of the market is still legacy-based, so lots of upside ahead - fair - but UCaaS space is so crowded, and it’s getting harder to compete against the majors, esp if only selling UC and/or telephony.

Overall, I think CCA can play a central role in helping cloud providers navigate all this, particularly under the broader tent of cloud services. UCaaS is too saturated now, and providers need a wider portfolio to compete longer-term. Lots of important themes here, and it’s all central to what I do, so this was a good spot for me to be in. I’ll leave you with some photos for a sense of the vibe there, and thanks again to Joe Manion and Clark Peterson for inviting me!

Clark Peterson with opening remarks; one of the finance panels; closing panel with the analysts.

Joe Manion kicking things off; familiar faces - Jeff Pulver with Ari Rabban, and me!

Event was held at the Yale Club - very Ivy League, but worked quite well. Reception the night before at City Winery inside Grand Central Terminal. Band was great - acoustics, not so much, but very good setting for being social and networking.

UC Expo, London - Another Panel Session

Next week, it’s UC Expo at the ExCeL London. I recently posted about a session I’m moderating, and here’s another one I’ll be on. This is the ask-the-analyst panel, on Thursday at 2:10 pm, where I’ll be joined by colleagues Dave Michels, Oru Mohiuddin and Prachi Nema, and moderated by Gill Rowbotham. Should be fun, and hope you can make it!

I’ll be on two other sessions, including an invite-only roundtable, so I won’t be hard to find - maybe I’ll see you there. Details are here about the event, the agenda and registration.

Next Stop - NYC and Cloud Communications Alliance

Am on the move over the next several weeks - enroute now to NYC for short trip, attending the Cloud Communications Alliance Financial Summit. It’s just a half-day, but a solid agenda, and looking forward to attending. I’ve known CCA for many years, but this is my first time going to an event with them, where I know I’ll be seeing many familiar faces - looking forward to it!