[VoiceOps] Cisco acquires Broadsoft for approx the GDP of Belize

[Rob Dawson]

Is anyone at Connections this year? Wondering what/how much is being discussed about the acquisition?

Rob

On 10/24/17, 12:55 AM, "VoiceOps on behalf of Aviv Shaham" <voiceops-bounces at voiceops.org on behalf of aviv at ironsip.com> wrote:

    Some thoughts:
    
    - This move is great news for any mid-market+ ITSP with a proprietary tech stack and royalty-free softswitch, such as Jive. Any of the large ISPs contemplating moving away from Broadsoft may shop around and scoop these up.
    
    - This is very bad news for non-ISP providers on the Broadsoft platform who have built their entire business around Broadsoft licensing and have very little VoIP IP of their own, like Nextiva. Those ITSPs just became Cisco resellers overnight competing for the same customers against Cisco's inside sales force and existing mid-size and enterprise footprint and partnerships.
    
    Expect continued consolidation as those ITSPs head for the exits, and fast. Also does not bode well for whitelabel providers powered by Broadsoft such as BluIP and the new Coredial offering.
    
    - As for device makers, this is particularly bad for Polycom who invested heavily in Broadsoft-only integrations while ignoring smaller softswitch makers for years. 2-3 years from now Broadsoft resellers will be selling primarily Cisco endpoints. Polycom saw this coming and came out with their device lease program a couple months back. Cisco will practically be giving away free SIP devices to accelerate growth. In other news, Polycom is being replaced by Yealink.
    
    - Pretty good news for Netsapiens and Metaswitch, although just like with Broadsoft and BroadCloud, Netsapiens competes directly with its resellers by way of its unique and close relationship with Skyswitch.
    
    - CPaaS will naturally continue to grow. Broadsoft will need some serious CPaaS chops, and Cisco-owned Tropo is not enough to compete in this market. They will make some moves, maybe even pick up Plivo. Might as well aim higher and get Twilio before Amazon does, or at least before Amazon comes out with their business Hosted PBX offering with built-in CPaaS deep integrations.
    
    - They really did blindside their audience at Connections this year. One has to wonder why that was necessary.
    
    Aviv
    
    
    
    
    On Mon, Oct 23, 2017, at 04:10 PM, Peter Rad. wrote:
    > This transaction says that being a stand-alone telco vendor doesn't work 
    > any longer.  Taqua, Tekelec and Acme Packet for examples. ALU isn't 
    > exactly setting the world on fire.  Consolidation means fewer customers.
    > 
    > And despite the analyst forecasts, UCaaS is not rocking the world. It is 
    > all going toward CPaaS.
    > http://channelplaybook.com/telecom/the-ucaas-numbers-dont-add-up/
    > 
    > Sonus and Genband have been in talks for months.
    > No idea what Metsaswitch will do.
    > 
    > I find it funny they wait until their customers fly out to Phoenix to 
    > get kicked in the nuts. If they had leaked it 2 weeks ago, some of the 
    > attendees could have saved the airfare.
    > 
    > Also, BSFT needed a new C-Suite like 3 years ago.  Slack kicked their 
    > ass and they took forever to try to catch up. Never even integrated with 
    > Slack!
    > 
    > They compete directly with their customers  (BroadCloud).  It's not a 
    > good formula for the 400 clients who are not the Duopoly.
    > 
    > Regards,
    > 
    > Peter Radizeski
    > RAD-INFO INC
    > 813.963.5884
    > http://rad-info.net
    > 
    > 
    > 
    > 
    > On 10/23/2017 2:57 PM, Brian Murray wrote:
    > > Very shocking news to say the least. A strange vibe here at the 2017 Broadsoft Connections for sure. Very curious to see how this pans out. I do agree that this would bode well for other players in this space, but honestly for how long. Everyone is ultimately for sale.
    > >
    > > Brian J. Murray
    > >   
    > >
    > >
    > > -----Original Message-----
    > > From: VoiceOps [mailto:voiceops-bounces at voiceops.org] On Behalf Of Ryan Delgrosso
    > > Sent: Monday, October 23, 2017 2:53 PM
    > > To: voiceops at voiceops.org
    > > Subject: [VoiceOps] Cisco acquires Broadsoft for approx the GDP of Belize
    > >
    > > https://www.reuters.com/article/us-broadsoft-m-a-cisco-systems/cisco-buys-broadsoft-for-1-71-bln-in-software-push-idUSKBN1CS02Q
    > >
    > > I cant say im surprised but in this day and age i suspect there will be far less technical synergies than anyone is hoping for.
    > >
    > > I suspect this bodes best for Metaswitch and netsapiens as some SP's will undoubtedly reconsider BSFT as a platform strategy.
    > >
    > > Also directly from the article:
    > >
    > >          "BroadSoft provides software and services that enable mobile, fixed-line and cable service providers to offer so-called unified communications over their internet protocol networks." ... ouch
    > >
    > > Any other thoughts?
    > >
    > >   
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