Dollar$: Polycom 2014 and 2014-Q4

Dollar$: Polycom 2014 and 2014-Q4
    

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Polycom ended Y2014 on a slightly upbeat note, with revenues growing nearly 4% sequentially, though almost flat on an annual basis.  UC Personal was the shining star in Q4.  (Many interpret this category as personal video conferencing but we think it more likely consists of Lync/SIP phones.)  For the year, total revenues of $1.345B were down 1.7% from Y2013.  While the 5-year compound annual growth rate in total revenues is an impressive 6.8%, the results stem from a comparison with the disastrous Y2009.  Revenues have been on a slide since Y2011 as shown in the Polycom Revenues graph (whic

Central Desktop Meets (iMeet's) PGi

Central Desktop Meets (iMeet's) PGi
    

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If you track PGi, you will recall that the company acquired Pasadena, CA-based Central Desktop in October 2014.  Central Desktop is what WR refers to as a “team workspace,” similar to SharePoint, Basecamp, Podio, and Huddle.  The company provides its workspaces via a SaaS model and assists employees and inter-company project teams to discover one another, create a relationship, and asynchronously work together.  While Central Desktop has had a relationship with RHUB for real-time collaboration, we assumed P

News in Brief, 12-Jan-2015

News in Brief, 12-Jan-2015
    

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Coming Soon to a Device or Workspace near You

Coming Soon to a Device or Workspace near You
    

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From the sublime to the ridiculous, we're back with our annual predictions.  If nothing else, 2015 will demonstrate Winston Churchill's saying that "the farther backward you can look, the farther forward you are likely to see."  In other words, some things stay the same, some change, and somehow we've put on paper once again a wild set of perspectives and prognostications that draw on our collective 85 years of analyst experience (shudder).  And as always, we get to disagree in some subtle ways you may find.

Ira M. Weinstein

Cisco Collaboration Summit 2014 Topline

Cisco Collaboration Summit 2014 Topline
    

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At this year's annual Cisco Collaboration Summit, the company unveiled - with full regal fanfare, including an in-person pep talk from John Chambers himself - five significant initiatives: 1) The IX5000, a new telepresence system, 2) New video infrastructure, 3) Project Squared, 4) Cisco Collaboration Cloud, and 5) Box relationship.

We take these in order, sharing our thoughts at various points of this report.  Ira covers the IX5000, Andrew the new video infrastructure, and Andy and Bill conclude by discussing the latter three initiatives collectively.

On Coca-Cola and voice mail

On Coca-Cola and voice mail
    

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In case you missed it, Coca-Cola recently became the latest company to ditch its antiquated voicemail system, so to speak. Specifically, Coke decided to allow users to decide if they have a business need for their "old-style" landline voicemail that requires users to push buttons to scroll through messages and listen to them one at a time. The result? 94% of Coke's employees opted out, I suspect many with a literal breath of relief.

Blue Jeans Goes for the Big Time

Blue Jeans Goes for the Big Time
    

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In mid-December Blue Jeans Network announced a new service dubbed Blue Jeans Primetime.  While this news release didn't make the CBS evening news, it is in fact a new offering that has the potential to change the way we work / market / sell / relax in ways not unlike the way Amazon, Google, and PayPal have influenced our everyday lives. 

The Passing of an Industry Legend, George Feldstein

The Passing of an Industry Legend, George Feldstein
    

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The AV industry suffered a great loss yesterday when the Chairman and Founder of Crestron, George Feldstein, passed away.  Feldstein and his wife Lynda launched Crestron in the 1970s, and over the last 45 years turned the company into a leading player in the audio-visual space.

Feldstein with awards from CEDIA Expo 2009
(picture courtesy of CEDIA)

The VCaaS Future: Cloudy With a Chance of Hyperbole

The VCaaS Future: Cloudy With a Chance of Hyperbole
    

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Do you suffer from Collaboration Fatigue?

Do you suffer from Collaboration Fatigue?
    

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Do you suffer from Collaboration Fatigue? If you answered "I don't know", take the following quiz and find out!

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Polycom ended Y2014 on a slightly upbeat note, with revenues growing...
Posted: Mon, 2015-01-26 --- Content type: Blog Entries
Some will recall that PGi acquired Pasadena, CA-based Central Desktop...
Posted: Thu, 2015-01-22 --- Content type: Blog Entries
The three musketeers from Wire One - Mike Brandofino, Sal Tumino, and...
Posted: Mon, 2015-01-19 --- Content type: Blog Entries
Posted: 27 Jan 2015 --- Source: Industry News Search
Posted: 27 Jan 2015 --- Source: Industry News Search
Posted: 27 Jan 2015 --- Source: Industry News Search
Posted: 26 Jan 2015 --- Source: Industry News Search
Posted: 26 Jan 2015 --- Source: Industry News Search
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