Company Report
Last edited 4 years ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#43
Performance (71m)
3.6% pa
Followed by
159
Straws
Sort by:
Recent
Content is delayed by one month. Upgrade your membership to unlock all content. Click for membership options.
#Bear Case
stale
Added 4 years ago

The trend in the Unified Communication industry is to move to Cloud. Microsoft is discontinuing Skype for Business and migrating all the user base to Microsoft Teams. What IR was providing to the customer is now inbuilt into Microsoft Teams offering. Similarly, CISCO has its own cloud offering. I expect 90% of customers will be moved to Cloud for UC solution by 2025 and at that point in time, IR doesn't provide any benefit to end customers - Customers will not opt-in for IR services once they migrate to Cloud. I expect this company to go to 0 by 2030.