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‘From: No Jitter’

BroadSoft’s good for Cisco, and Cisco’s good for BroadSoft — which means the deal is likely good for customers.

As mentioned elsewhere on No Jitter this morning, BroadSoft’s annual Connections event started off with a bang when it was announced that Cisco was acquiring the company for about $1.9 billion, making it one of Cisco’s biggest acquisitions to date, alongside its Sourcefire acquisition in 2013 and AppDynamics acquisition earlier this year. I talked with a number of financial analysts about this deal and one point many agree on is that the price seemed relatively low given BroadSoft’s current revenue ($380 million in 2017, $431 million in 2018), growth expectations (12%), and profitability (76% gross margin; 15% operating margin).

This acquisition adds real-time streaming view to application intelligence Cisco earlier gained with AppDynamics buy.

Cisco this week announced its intent to acquire Perspica, a machine learning vendor — the second of this sort of acquisition this year (not to mention its 200th overall).

Earlier this year Cisco dropped a hefty $3.7 billion to purchase AppDynamics, paying a significant premium over the application performance vendor’s pending IPO price. AppD, as it’s better known as, gave Cisco a view of user experience through the lens of applications. Prior to the acquisition, Cisco had to infer how apps were performing through data generated by its security, networking, and data center products. AppD gave Cisco badly needed application intelligence, arguably enabling it to deliver the first true end-to-end monitoring and analytics platform.

The application that pioneered messaging, AOL Instant Messenger (AIM), will be shut down by end of year.

As we age, there are seminal moments that happen that close a chapter of our youth and remind us of how the world has changed. For example, Leonard Nimoy’s passing is a reminder that anything related to Star Trek, The Original Series is coming to an end. Recently, my youngest child got his driver’s license, meaning that I’m staring empty nest syndrome in the face, ending the child raising portion of my life.

Opens early access program for virtual reality platform for collaborative work

Nvidia, the leader in graphical processing units (GPUs), has opened an early access program for its Holodeck collaboration platform introduced earlier this year.

Developers, engineers, or anyone else who would like to use the advanced platform merely need to apply for early access and then, when approved, download it and provide feedback, announced Nvidia at its GPU Technology Conference (GTC) for European developers taking place this week in Munich.

Microsoft needs to stop chasing the point product vendors and work to a goal that only it can — using data to inform and influence the collaboration experience.

The communications industry is unique in that it’s a mature market but constantly being disrupted.

Over the years, we’ve seen a number of startups, such as cloud video provider Zoom and team collaboration app maker Slack, jump in and challenge the larger incumbents. And, in so doing, they turn companies like Microsoft into the hunted where they were once the hunter.

Unveils a skills assessment and development suite, giving IT leaders a quantitative way of assessing the strengths of its human resources.

The topic of the technology skills gap and re-skilling has become a hot one over the past few years. The shift to digital has fundamentally changed IT forever, and it’s only going to get harder to stay current with trends. Hardware vendors have adopted software models, application developers have embraced DevOps, security has never been more difficult or critical, and making decisions is now based on data sciences. These changes are driving the need for a different skill sets across the entire technology stack — from the network up to the application layer.

Takes steps away from infrastructure toward becoming a stronger, more innovative endpoint company.

When Polycom went private in July 2016, it was clear that the company needed to do something different to jump start it back into growth mode. Its infrastructure business was the anchor for the company, which was sinking faster than the NY Jets chances of making the playoffs.

Making a significant strategy change as a publicly traded company is very difficult. Now that it’s private, it’s able to move in a new direction more easily. The new strategy laid out upon going private was to de-emphasize the infrastructure business and become a stronger, more innovative endpoint company. This has caused some confusion and there are many rumors that Polycom is getting out of infrastructure altogether — that’s not the case, but there’s certainly more focus on endpoints as of late.



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