3 FACTS of AVAYA FATE!

3 Overreaching Facts that Define/Predict Avaya Fate
These answer all questions. Period

Installed Base VALUE & PRODUCT MIX was WILDLY OVERSTATED since Nortel Acquistion

Have any of you EVER really reviewed and analyzed customer data to VERIFY Avaya claimed "Installed Base"?
EXAMPLE from a trustworthy source Nortel propaganda-type folks would always gaslight anyone who ever asked. In one attempt, when the Nortel flunkie was spewing unverifiable facts, I challenged when the last time a net-new client BELIEVED the spin in a particular market segment and actually physicailly ripped & replaced a NON Lucent/AVAYA/NORTEL system to BUY net-new Avaya? They refused to answer. The only verifiable data showed it was 2006. I was told I was wrong -- so I asked for evidence that showed I was incorrect. The person avoided me and ignored my emails and calls. Told others I was just inexperienced". I have asked several others on the "front lines" the same question. They all have similar stories. Most just say "I have never been part of a net new deal" with average tenure of 12+ years.

Avaya is not its own company. It IS A PRIVATE EQUITY Investment

*Who wins? Yes, Apollo generates revenue for itself and all its partners (Alix Partners/ Kirkland Ellis/Bain, etc) even if their investment fails. Its a mini-economy all unto itself.
Avaya's layers of deceit, compounded by the extreme SH--E BOX that was the culture of LIES at Nortel, were too complex for even the Actuaries at one of the worlds largest asset managers. They missed the mark on believing Avaya had assets. Just like AM mis believed it. And the shareholders. etc. etc.
Now that the mini-econonmy has run its cycle, and there is little opportuntiy by investing futher into Avaya, it is now time to drop it. Apollo/Brigade and others get a write off and move on.

CCaaS & CONTACT CENTER Industry was NEVER REALIZED and ALWAYS a FAILED EXPERIMENT

Coming out of the failed Nortel "mis-alignment" there was a cult-esq mantra that Avaya is some WIZARD BEHIND THE CURTAIN End-to-End Contact Center Solution Leader and UC is yesterdays news. Ha. It was ABSOLUTELY RIDICULOUS and EXCLUSIVELY BASED UPON FINANCIAL GREED and NO MARKET INTELLIGENCE! Outside of less >200 Clients Worldwide, there was NOT A MARKET TO FORCE THIS SOLUTION UPON no matter how many TALKING HEAD PUPPETS repeated the BS Evangelism.
LET ME BE CLEAR. The nortel rejects who repeat their same fallacies over at Genesys (or even NICE) who are now celebrating Avaya's failure are NOT GOING TO WIN. THERE IS NO WINNER. THIS IDEA OF ONE VENDOR END-2-END CONTACT CENTER neeeds to be BURNED TO THE GROWN. We should also hold the PAY2PLAY ANALYSTS for FALSLY VALIDATING this FAILED Market Strategy. All Talking Heads. Zero objective, consistent STAND BY OUR WORD Integrity.
Just PAY ATTENTION! IT IS ALL RIGHT IN FRONT OF YOU. Start lookin at it from the eyes of customer and *not the cult soundbytes that the silly evangelshits patted themselves on the back for repeating like empty minded puppets.

IF YOU HAVEN"T FIGURED THIS OUT BEFORE THIS POST -- you may have to reevaluate your scrupples. I greatly respect all that needed to stay. Just challenged by anyone who is shocked.

Comment! It's anonymous!

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Acquisition of Nortel was the pivot point.

Thinking the Carriers would build their cloud solutions around Avaya was a terrible strategy. The leaders refused to listen to the people who were talking to the customers every day. There were some great ideas on how they could get to the cloud ahead of the curve but nobody would listen. I've been gone 10 years and still work in the industry. I only see Cisco and Avaya CC being replaced with Cloud Providers. And UC is only like $5 a month, where people still use desk phones.

"Patrick will take the already profitable Avaya....."

Record Skip. WHaaaaattttt? Avaya is not profitable. Avaya has reach. there is value in the reach. but compounded debt and an expensive staffing model does not make for a profitable company.

So many Avaya people lived in a bubble and may be challenged in the real world

correct

no one was selling NET NEW CLIENTS and CONVERTING THEM FROM CISCO

maybe keeping Cisco at bay to RETAIN Avaya base.

BASE that was counted as BASE AND AS NEW CLIENT in Avaya upside down math. That is the real problem.

Yup.

100%

those are the major points and drivers.

comments below are minor. they make sense in a different universe. just not the universe avaya lives in today

Lipstick for the pig and get their payday - Absolutely, you nailed it !!!!

Maybe add a series of bad transactions dating back more than 10 years. The over payment for Nortel. The product integration plan that for that transaction that wasn’t followed. The start of lack of investment in R&D under JC. By the time AM came in it was too late and he did not attempt to fix the problems, he just told everyone that everything is great and we will get through this. Enter Apollo who executed their normal play book to get ownership. Now PD has the clean up with Apollo on his shoulder as he turns over the rocks to reveal just how much of CF all the execs before him left him to deal with. The question is will the new leaders being put in place attempt to fix it, or just get out the lipstick for the pig and get their payday.

" ------Avaya's layers of deceit, compounded by the extreme SH--E BOX that was the culture of LIES at Nortel, were too complex for even the Actuaries at one of the worlds largest asset managers."

The actuaries of the worlds largest asset managers couldn't identify the truth.

I guess it was like bidding on a hoarder house and just presuming that a Van Gogh or a collection of Ming Dynasty Vases. Too much cr-p to sift through so you just take a guess with a prayer.

1/2/3

It really is that clear and simple.

Yet since 2017 MILLIONS of dollars were paid to High Power consultants, "PORTFOLIO MAXIMIZERS", Rotations of Superhero's with "Proven Experience" who would clear out all senior roles to replace with friends (Verizon dudes, Cisco Dudes, now ML's click); Countless C-Suite & Useless Marketing Rejects....

AND THIS was CLEAR the entire time (#1 & #3 HAVE ALWAYS BEEN THE CASE). #2 was with Sliverlake and Again now. We had a fleeting chance a few times. Yet no one with power would ever admit #1 or #3. Without embracing those 2, it was eternal failure.

Cheers to the high paid execs who chronically Failed UP!

Factual clear-eyed view… not through a prism.

Thread regarding Avaya layoffs

3 FACTS of AVAYA FATE!

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