Been Down So Long Looks Like Up to Me

Been Down So Long Looks Like Up to Me
    

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We just finished our Q3-2016 tally of the video conferencing products market – both endpoints and infrastructure.  We are happy to report that Q3 continued a modest turnaround, with sequential quarterly growth numbers generally positive.  The big turnaround is happening in video infrastructure products, a trend that is counter to my past predictions.   Indeed, the video infrastructure market ended its string of negative growth as enterprises seemed to come to grips with the VCaaS phenomenon and its hybrid potential, as well as the need to replace aging products.  Cisco and Polycom reported

Cisco FY2017 - Q1

Cisco FY2017 - Q1
    

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Cisco reported results for the period ending 10-29-2016, their first quarter for fiscal 2017.  (Note that this time-period does not line up with any calendar year quarter.)   Revenues were $12.4B, comprised of eight product categories and one service category, with GAAP net income of $2.3B.  While it isn’t completely straightforward (although the variances are small) to compare current figures with past figures because of Cisco’s acquisitions and divestments, the company provided the following figures embedded in its Q1 press release:

Nextiva: Becoming a Suite Story

Nextiva: Becoming a Suite Story
    

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I recently attended NextCon16, the first symposium hosted by Arizona-based Nextiva –  self-described as a provider of “amazing” cloud-based communications services.  Attended by 2000+ customers, channel partners, suppliers, and analysts, the event provided an update on all-things Nextiva, primer sessions for partners to hone their business skills (brand marketing, SEO, etc.), keynotes from Guy Kawasaki and Steve Wozniak, and an exhibit floor.

People & Places - 18 November, 2016

People & Places - 18 November, 2016
    

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Know someone in the industry who changed jobs?  Jump ship or into a new role yourself as vendor, end user, or channel partner?  Email us at wrb@wainhouse.com to share the good news.

  • App Annie, Mike Berger, Vice President, Product Marketing

Briefs - 18 November, 2016

Briefs - 18 November, 2016
    

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Ramp has taken the wraps off a hosted solution, called AltitudeCDN Altimeter, that can be used to monitor and manage the flow of streaming content on multicast networks. The solution allows administrators to schedule and provision events to be accessed by specific groups served by a multicast network. It also enables real-time monitoring of network performance that allows organizations to identify and address technical issues encountered in multicast deployments.

Downdraft Continues to Buffet ClearOne

Downdraft Continues to Buffet ClearOne
    

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ClearOne reported revenues of $11.96M for the second quarter, down 19% year over year.  But under the hood, things aren’t quite so negative.  The year-over-year comparison with Q3-2015 is a comparison with an artificially high quarter:  revenues in the 2015 quarter included three quarters of licensing fees per terms of a specific agreement.  The size of this artificial component, however, was not revealed.  Also in the plus column, revenues in Q3 were higher than those of Q2 by 7.5%   Perhaps the glass is half full.  Regional figures reported by the company for year-over-ye

Microsoft Teams: Redmond Drops Its PCS Shoe

Microsoft Teams: Redmond Drops Its PCS Shoe
    

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On Wednesday November 2, Microsoft announced Microsoft Teams, the company’s first real entry into what WR classifies as a “Persistent Collaboration Space” offering – as currently typified by Slack, HipChat, and Cisco Spark.  Teams is built on the Office365 platform and thus shares a c

Video Learning - We just need practice!

Video Learning - We just need practice!
    

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Last week, I joined Rebecca Osborne, Director of Talent Development at SeniorLink, in Newport, Rhode Island for the annual meeting of the New England Region WOCN, an association of nurses. Together we led a pair of sessions in which we discussed strategies and technology that would boost learner engagement. We touched on motivation, learning styles, in-class engagement, and blended learning that use social and video solutions.

Spooky Educause 2016

Spooky Educause 2016
    

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It wasn’t just that Educause 2016 took place just a few days before All Hallows Eve, and vendors had more junk I mean candy than ever before to lure you into their booths.   It wasn’t just that an election is around the corner, and everyone was spooked at the new revelations every day about their candidate of choice.

Polycom - Today and Tomorrow

Polycom - Today and Tomorrow
    

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I was pleased to attend Polycom's annual industry analyst event last week in the company's experience center in NYC.  This was essentially the debut (not to be confused with the company's Debut video endpoint) of the new, privately held Polycom.

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