Heads up.
19 replies (most recent on top)
Final Day of March ..
Where oh Where is PD's "threat" to us that Avaya will be acquired in March??
@1bx "... it's the very low latency voice platform needed for emerging AI technologies ..."? WTF?
Maybe that could be possible with the previous circuit-switched technology, but for the most part everything voice related is now packet-switched (IP). Do you even understand what causes delay/latency?
@19x To poster who stated that avaya "... is trimming the fat ...", are you that ignorant of the current state of avaya? You have no idea what's occurred within the product development organizations over the past 10 years, just how much new product design knowledge and current product expertise has evaporated. There's no one left who knows what they're doing, from the CEO* all the way down to the junior engineers. avaya assumed that they could just replace NA staff with India, but that definitely didn't work out well for them.
- PD does know what the end goal is, he just doesn't know how best to implement the plan to achieve it. It's as though PD thought he could just "polish the tu-d" a bit and then the industry players would be begging for the chance to clean up. No one wants avaya now, either in whole or pieces, it's just all a hollow shell these days with nothing to offer.
@OP YO! Dude, you promised an acquisition in March.
WHATS THE DEAL??????
C1 is all in my n migrating Avaya customers to genesys. Are customers buying it? Honestly they don't need a meeting too (who just claims to be all cloud). Why wouldn't they just mix it up worth CRM, AWS, teams, etc etc???
Nobody wants the baggage that comes with Avaya. Cheaper and easier to pick off the customer base.
No one wants to buy Avaya, people arent even using desk phones anymore
@1bx Now we know the BS Value Proposition they are desperate to Pass the Due Diligence.... Ha ha ha. NO. Value is gone. IF you pull off a sale, it just further shows how much of a 🐍 oil man you really are!
Wrong, the real valuation going forward isn't installed base it's the very low latency voice platform needed for emerging AI technologies.
Try asking AI how much potential it has in-between 💩 posts here.
@d0 It happening right now. The valuation has been far too high. PD is trimming the fat to make Avaya more attractive for the buyer. The issue is, Avaya placed an enormous value on the company based on an overstated and dwindling installed base. I know this is hard to hear from Avaya "ride or die" fan boys, but no one wants to buy that installed base. They bring more risk than value. Avaya's only current value is in its cloud assets, and those cloud assets hold far less value than the company as a hole, at least by the numbers. Avaya's biggest expense is the people. Ring will take (back) all the ACO, and a large chunk of the CCaaS assets to build up their own CCaaS offering. The legacy Nortel/Aura will be up for auction or left to rot, I guess... as those assets are not part of the deal, as no one want them. It's not like PD is hiding this. It's what he does. It's his profession. He's just not announcing it. Take two steps back, and look at the big picture. How many long term support contracts are being sold. If you still work at Avaya, have you been told to stop selling multi-year contracts yet? PD is De-investing in Avaya Core Technology in favour of Re-selling another vendors products. De-investing in core revenue generators, in favour showing higher returns. This is the biggest tell. Shrink the operational costs (the people), so the Q2 numbers look higher, justifying a higher valuation. None of this makes sense for a sales organization focused on revenue growth does it! Ring Central already has a global salesforce, they don't need to take on Avaya's bloat. The more people that take the layoffs, or voluntary leave, means less legal entanglements to navigate post sale. Ask him about it. This is not the first time PD has done this. It is what he does, and he gets paid very well to do it. Again ask him how his activities and actions at Avaya are any different than the last 4 companies he was hired to run, and sell. He will tell you the company is always for sale to the right buyer. For the person who keeps say Fake News.. I was right about the November Layoffs. Still think that was Fake News?
Ring Central is taking all the mid market, and large chuck of the CCaaS assets. The rest is up for grabs, if anyone wants it.
Acquired = Being left at the end of the driveway to be picked up by someone curious enough to try something with it, only to give up 48 hours later.
Sooner or later the broken clock principle will come into effect with these posts
It's a bit like MSFT buying us back in 2021 & Zoom in 2022 & 2023 - complete jokers !!!!!
Why discourage the post. It may be true. This site is all about rumours.
What is the benefit of posting this? It Avaya was going to be acquired it would of been.
Mo--n
Fake news
By who