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<p>Companies that big have a rule, if it isn't a $100M in revenue
quick, it gets killed.</p>
<p>Quarterly revenue is $60B!</p>
<p>A $100M product is a 0.17% of revenue.</p>
<p><span class="ILfuVd" lang="en"><span class="hgKElc">Metaswitch's
2019 financial report shows annual revenue of $180 million. <br>
</span></span></p>
<p><span class="ILfuVd" lang="en"><span class="hgKElc">Selling telco
gear isn't a billion dollar business.<br>
</span></span></p>
<p><br>
</p>
<p class="MsoNormal"
style="margin: 10pt 0in; font-size: 11pt; font-family: Calibri, sans-serif; line-height: 16.8667px; color: rgb(0, 0, 0);"><span
style="font-size: 10pt; line-height: 15.3333px; font-family: "Segoe UI", sans-serif; color: rgb(102, 102, 102);">Revenue
in Productivity and Business Processes was $20.3 billion and
increased 11% (up 12% in constant currency), with the following
business highlights:</span></p>
<p class="MsoListParagraphCxSpFirst"
style="margin: 6pt 0in 6pt 0.5in; font-size: medium; font-family: "Times New Roman", serif; line-height: 14pt; color: rgb(0, 0, 0); text-indent: -0.25in;"><span
style="font-size: 10pt; font-family: Symbol; color: rgb(102, 102, 102);">·<span
style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span><span
style="font-size: 10pt; font-family: "Segoe UI", sans-serif; color: rgb(102, 102, 102);">Office
Commercial products and cloud services revenue increased 12% (up
13% in constant currency) driven by Office 365 Commercial
revenue growth of 13% (up 14% in constant currency)</span></p>
<p class="MsoListParagraphCxSpMiddle"
style="margin: 6pt 0in 6pt 0.5in; font-size: medium; font-family: "Times New Roman", serif; line-height: 14pt; color: rgb(0, 0, 0); text-indent: -0.25in;"><span
style="font-size: 10pt; font-family: Symbol; color: rgb(102, 102, 102);">·<span
style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span><span
style="font-size: 10pt; font-family: "Segoe UI", sans-serif; color: rgb(102, 102, 102);">Office
Consumer products and cloud services revenue increased 3% (up 4%
in constant currency) and Microsoft 365 Consumer subscribers
grew to 82.5</span><span
style="font-size: 10pt; font-family: "Segoe UI", sans-serif; color: red;"> </span><span
style="font-size: 10pt; font-family: "Segoe UI", sans-serif; color: rgb(102, 102, 102);">million</span></p>
<p class="MsoListParagraphCxSpMiddle"
style="margin: 6pt 0in 6pt 0.5in; font-size: medium; font-family: "Times New Roman", serif; line-height: 14pt; color: rgb(0, 0, 0); text-indent: -0.25in;"><span
style="font-size: 10pt; font-family: Symbol; color: rgb(102, 102, 102);">·<span
style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span><span
style="font-size: 10pt; font-family: "Segoe UI", sans-serif; color: rgb(102, 102, 102);">LinkedIn
revenue increased 10% (up 9% in constant currency)</span></p>
<p class="MsoListParagraphCxSpLast"
style="margin: 6pt 0in 6pt 0.5in; font-size: medium; font-family: "Times New Roman", serif; line-height: 14pt; color: rgb(0, 0, 0); text-indent: -0.25in;"><span
style="font-size: 10pt; font-family: Symbol; color: rgb(102, 102, 102);">·<span
style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span><span
style="font-size: 10pt; font-family: "Segoe UI", sans-serif; color: rgb(102, 102, 102);">Dynamics
products and cloud services revenue increased 16% driven by
Dynamics 365 revenue growth of 19% (up 20% in constant currency)</span></p>
<p class="MsoNormal"
style="margin: 10pt 0in; font-size: 11pt; font-family: Calibri, sans-serif; line-height: 16.8667px; color: rgb(0, 0, 0);"><span
style="font-size: 10pt; line-height: 15.3333px; font-family: "Segoe UI", sans-serif; color: rgb(102, 102, 102);">Revenue
in Intelligent Cloud was $28.5 billion and increased 19% (up 20%
in constant currency), with the following business highlights:</span></p>
<p class="MsoListParagraph"
style="margin: 6pt 0in 6pt 0.5in; font-size: medium; font-family: "Times New Roman", serif; line-height: 14pt; color: rgb(0, 0, 0); text-indent: -0.25in;"><span
style="font-size: 10pt; font-family: Symbol; color: rgb(102, 102, 102);">·<span
style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span><span
style="font-size: 10pt; font-family: "Segoe UI", sans-serif; color: rgb(102, 102, 102);">Server
products and cloud services revenue increased 21% (up 22% in
constant currency) driven by Azure and other cloud services
revenue growth of 29% (up 30% in constant currency)</span></p>
<p class="MsoNormal"
style="margin: 10pt 0in; font-size: 11pt; font-family: Calibri, sans-serif; line-height: 16.8667px; color: rgb(0, 0, 0);"><span
style="font-size: 10pt; line-height: 15.3333px; font-family: "Segoe UI", sans-serif; color: rgb(102, 102, 102);">Revenue
in More Personal Computing was $15.9 billion and increased 14%
(up 15% in constant currency), with the following business
highlights:</span></p>
<p class="MsoListParagraphCxSpFirst"
style="margin: 6pt 0in 6pt 0.5in; font-size: medium; font-family: "Times New Roman", serif; line-height: 14pt; color: rgb(0, 0, 0); text-indent: -0.25in;"><span
style="font-size: 10pt; font-family: Symbol; color: rgb(102, 102, 102);">·<span
style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span><span
style="font-size: 10pt; font-family: "Segoe UI", sans-serif; color: rgb(102, 102, 102);">Windows
revenue increased 7% (up 8% in constant currency) with Windows
OEM revenue growth of 4% and Windows Commercial products and
cloud services revenue growth of 11% (up 12% in constant
currency)</span></p>
<p class="MsoListParagraphCxSpMiddle"
style="margin: 6pt 0in 6pt 0.5in; font-size: medium; font-family: "Times New Roman", serif; line-height: 14pt; color: rgb(0, 0, 0); text-indent: -0.25in;"><span
style="font-size: 10pt; font-family: Symbol; color: rgb(102, 102, 102);">·<span
style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span><span
style="font-size: 10pt; font-family: "Segoe UI", sans-serif; color: rgb(102, 102, 102);">Devices
revenue decreased 11% (down 9% in constant currency)</span></p>
<p class="MsoListParagraphCxSpMiddle"
style="margin: 6pt 0in 6pt 0.5in; font-size: medium; font-family: "Times New Roman", serif; line-height: 14pt; color: rgb(0, 0, 0); text-indent: -0.25in;"><span
style="font-size: 10pt; font-family: Symbol; color: rgb(102, 102, 102);">·<span
style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span><span
style="font-size: 10pt; font-family: "Segoe UI", sans-serif; color: rgb(102, 102, 102);">Xbox
content and services revenue increased 61% driven by 58 points
of net impact from the Activision acquisition</span></p>
<p class="MsoListParagraphCxSpLast"
style="margin: 6pt 0in 6pt 0.5in; font-size: medium; font-family: "Times New Roman", serif; line-height: 14pt; color: rgb(0, 0, 0); text-indent: -0.25in;"><span
style="font-size: 10pt; font-family: Symbol; color: rgb(102, 102, 102);">·<span
style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span><span
style="font-size: 10pt; font-family: "Segoe UI", sans-serif; color: rgb(102, 102, 102);">Search
and news advertising revenue excluding traffic acquisition costs
increased 19%</span></p>
<p class="MsoNormal"
style="margin: 10pt 0in; font-size: 11pt; font-family: Calibri, sans-serif; line-height: 16.8667px; color: rgb(0, 0, 0);"><span
style="font-size: 10pt; line-height: 15.3333px; font-family: "Segoe UI", sans-serif; color: rgb(102, 102, 102);">Microsoft
returned $8.4 billion to shareholders in the form of share
repurchases and dividends in the fourth quarter of fiscal year
2024.</span></p>
<p></p>
<p><br>
</p>
<p><br>
</p>
<div class="moz-cite-prefix">On 8/14/2024 6:05 PM, Jeff Brower
wrote:<br>
</div>
<blockquote type="cite"
cite="mid:20240814220541.Horde.Tbu_scdj57CvgTZvVc9jvdL@webmail.signalogic.com">
<meta http-equiv="content-type" content="text/html; charset=UTF-8">
<title></title>
<p>Peter-<br>
<br>
What I think you're saying is that Microsoft acquired Metaswitch
because of their cloud native communications technology, and
they still like that, but are now shedding the physical
equipment part of the business.<br>
<br>
That makes business sense for Microsoft Sr management, but there
is revenue in non-Azure edge communications and AI, maybe not M$
level of multiple billions, but substantial and growing. Retail
surveillance, robotics in factories, automated vehicles, etc
need communications and inference specifically not in the cloud
-- cheap, instant response, 100% fail-safe reliable, and
private. I find it hard to see Metaswitch guys who spent 25+
years building a successful combined hardware + software
business, who were very good at it and for whom AI is a natural
fit with their signal processing and HPC background, watching it
and their customer base disappear. But as you say, maybe they
are happy with it.<br>
<br>
-Jeff<br>
<br>
Quoting Peter Rad via VoiceOps <<a
href="mailto:voiceops@voiceops.org" moz-do-not-send="true"
class="moz-txt-link-freetext">voiceops@voiceops.org</a>>:</p>
<blockquote
style="border-left:2px solid blue;margin-left:2px;padding-left:12px;"
type="cite">
<p>That's not happening. The Metaswitch employees I know that
are left are happy taking marching orders from M$.</p>
<p>The problem the softswitch industry had was that the pie was
stable. It wasn't growing, so you weren't selling new logos.
You were just supporting customers - and that isn't a growth
business nor is it a profitable business.</p>
<p>The problem is that of the 900 operators using Metaswitch in
the US, most are mom and pop and rural. That doesn't convert
to "Going Azure."</p>
<p>These mom-and-pop's will have to make due with what they have
for the next 5 years - and use that 5 years as a runway for an
exit strategy.</p>
<p>The largest Metaswitch white-label provider just went to
CXDO, so the writing on the wall that I have been seeing for 2
years, others are now seeing.</p>
<p>Regards,</p>
<p>Peter @ RAD-INFO</p>
<div class="moz-cite-prefix">On 8/13/2024 3:54 PM, Jeff Brower
via VoiceOps wrote:</div>
</blockquote>
<title></title>
<p>Not sure about Affirmed, but I know some of the original
MetaSwitch guys, and a few still at Microsoft. They were, and I
suspect still are, extremely dedicated and capable. My guess is
they will find a way to spin out / buy out MetaSwitch in some
form it will continue.<br>
<br>
-Jeff<br>
<br>
Quoting Jawaid Bazyar via VoiceOps <<a
class="moz-txt-link-freetext"
href="mailto:voiceops@voiceops.org" moz-do-not-send="true">voiceops@voiceops.org</a>>:</p>
<blockquote type="cite">
<div dir="ltr">
<div>I have a use case. The use case is, be in a position to
take customers tomorrow on a 5/9's platform.</div>
<div> </div>
<div>One alternative is Ribbon: that solution is out of my
price range, and, likely out of price range of every rural
ILEC I know.</div>
<div> </div>
<div>A second is Squire, but, I'm not willing to risk it w/o
getting my hands on a long-term trial which was requested
but not offered.</div>
<div> </div>
<div>The final alternative is to throw into developing one,
likely in two phases. The orchestration and front end of the
Elephant Talk project is complete, now just need to settle
on a production backend.</div>
<div> </div>
</div>
<br>
<div class="gmail_quote">
<div class="gmail_attr" dir="ltr">On Tue, Aug 13, 2024 at
3:33 PM Alex Balashov via VoiceOps <<a
class="moz-txt-link-freetext"
href="mailto:voiceops@voiceops.org" moz-do-not-send="true">voiceops@voiceops.org</a>>
wrote:</div>
<blockquote class="gmail_quote">
<p>I suppose this all raises the question of why on earth
you'd want to acquire a Metaswitch, but you've clearly got
an angle.<br>
<br>
-- Alex<br>
<br>
> On Aug 13, 2024, at 3:20 PM, Jawaid Bazyar via
VoiceOps <<a class="moz-txt-link-freetext"
href="mailto:voiceops@voiceops.org"
moz-do-not-send="true" target="_blank">voiceops@voiceops.org</a>>
wrote:<br>
><br>
> "Microsoft's end game is for every operator to have a
big pipe to Azure to access Metaswitch, vSBC, Teams and
other components."<br>
><br>
> My question is, can you actually run a MetaSwitch CFS
in Azure? Because to my knowledge, you cannot.<br>
><br>
> I would be very interested if I was wrong about this.<br>
><br>
> Jawaid<br>
><br>
><br>
> On Tue, Aug 13, 2024 at 12:56 PM Peter Rad via
VoiceOps <<a class="moz-txt-link-freetext"
href="mailto:voiceops@voiceops.org"
moz-do-not-send="true" target="_blank">voiceops@voiceops.org</a>>
wrote:<br>
> Besides getting rid of their Max UC softphone (to
make MS Teams THEE softphone), they did EOL a lot of the
Meta product.<br>
><br>
> We - RAD-INFO, ECG and Andrew Ward - did a webinar
about it in May. You can watch the recording here: <a
class="moz-txt-link-freetext"
href="https://info.ecg.co/webinar-recording-broadworks-metaswitch-netsapiens-ribbon"
moz-do-not-send="true" rel="noreferrer" target="_blank">https://info.ecg.co/webinar-recording-broadworks-metaswitch-netsapiens-ribbon</a><br>
><br>
> Microsoft's end game is for every operator to have a
big pipe to Azure to access Metaswitch, vSBC, Teams and
other components.<br>
><br>
><br>
> Let me know if there is anything I can do for you.
Thank you.<br>
> <br>
> Regards,<br>
> <br>
> Peter Radizeski<br>
> RAD-INFO INC<br>
> Telecom Consultant<br>
> Bandwidth * Voice * Cloud * Data Center * Internet *
CyberSecurity<br>
> (813) 963-5884<br>
> <br>
> <br>
><br>
> On 8/13/2024 8:41 AM, Mike Hammett via VoiceOps
wrote:<br>
>> "Given the MetaSwitch products are no longer
sold, and Microsoft is EOLing them, and not taking new
support contracts..."<br>
>><br>
>><br>
>> That's news to me.<br>
>><br>
>><br>
>><br>
>> -----<br>
>> Mike Hammett<br>
>> Intelligent Computing Solutions<br>
>> <a class="moz-txt-link-freetext"
href="http://www.ics-il.com" moz-do-not-send="true"
rel="noreferrer" target="_blank">http://www.ics-il.com</a><br>
>><br>
>><br>
>><br>
>> Midwest Internet Exchange<br>
>> <a class="moz-txt-link-freetext"
href="http://www.midwest-ix.com" moz-do-not-send="true"
rel="noreferrer" target="_blank">http://www.midwest-ix.com</a><br>
>><br>
>><br>
>><br>
>> From: "Jawaid Bazyar via VoiceOps" <<a
class="moz-txt-link-freetext"
href="mailto:voiceops@voiceops.org"
moz-do-not-send="true" target="_blank">voiceops@voiceops.org</a>><br>
>> To: "voiceops" <<a
class="moz-txt-link-freetext"
href="mailto:voiceops@voiceops.org"
moz-do-not-send="true" target="_blank">voiceops@voiceops.org</a>><br>
>> Sent: Tuesday, August 13, 2024 7:23:05 AM<br>
>> Subject: [VoiceOps] Acquire MetaSwitch<br>
>><br>
>> Hello,<br>
>><br>
>> We are in the market to acquire / take over a
MetaSwitch CFS. In particular, we're looking for the
virtual edition that runs purely in VMWare.<br>
>><br>
>> The components we'd need are:<br>
>> CFS<br>
>> MRS (Media Resource Server)<br>
>> Perimeta<br>
>> SAS (Service Assurance Server)<br>
>> MetaView Server<br>
>><br>
>> These are fairly common components.<br>
>><br>
>> Given the MetaSwitch products are no longer sold,
and Microsoft is EOLing them, and not taking new support
contracts, we're not talking about a big cash up front
kind of deal, but, instead a revenue share kind of
arrangement.<br>
>><br>
>> Anyone that has one and is interested, contact me
directly off-list.<br>
>><br>
>> Cheers,<br>
>><br>
>> Jawaid<br>
>><br>
>><br>
>> _______________________________________________<br>
>> VoiceOps mailing list<br>
>> <a class="moz-txt-link-freetext"
href="mailto:VoiceOps@voiceops.org"
moz-do-not-send="true" target="_blank">VoiceOps@voiceops.org</a><br>
>> <a class="moz-txt-link-freetext"
href="https://puck.nether.net/mailman/listinfo/voiceops"
moz-do-not-send="true" rel="noreferrer" target="_blank">https://puck.nether.net/mailman/listinfo/voiceops</a><br>
>> <br>
><br>
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moz-do-not-send="true" rel="noreferrer" target="_blank">Virus-free.www.avast.com</a>
_______________________________________________<br>
> VoiceOps mailing list<br>
> <a class="moz-txt-link-freetext"
href="mailto:VoiceOps@voiceops.org"
moz-do-not-send="true" target="_blank">VoiceOps@voiceops.org</a><br>
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moz-do-not-send="true" rel="noreferrer" target="_blank">https://puck.nether.net/mailman/listinfo/voiceops</a><br>
> _______________________________________________<br>
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> <a class="moz-txt-link-freetext"
href="mailto:VoiceOps@voiceops.org"
moz-do-not-send="true" target="_blank">VoiceOps@voiceops.org</a><br>
> <a class="moz-txt-link-freetext"
href="https://puck.nether.net/mailman/listinfo/voiceops"
moz-do-not-send="true" rel="noreferrer" target="_blank">https://puck.nether.net/mailman/listinfo/voiceops</a><br>
<br>
--<br>
Alex Balashov<br>
Principal Consultant<br>
Evariste Systems LLC<br>
Web: <a class="moz-txt-link-freetext"
href="https://evaristesys.com" moz-do-not-send="true"
rel="noreferrer" target="_blank">https://evaristesys.com</a><br>
Tel: +1-706-510-6800<br>
<br>
_______________________________________________<br>
VoiceOps mailing list<br>
<a class="moz-txt-link-freetext"
href="mailto:VoiceOps@voiceops.org"
moz-do-not-send="true" target="_blank">VoiceOps@voiceops.org</a><br>
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href="https://puck.nether.net/mailman/listinfo/voiceops"
moz-do-not-send="true" rel="noreferrer" target="_blank">https://puck.nether.net/mailman/listinfo/voiceops</a></p>
</blockquote>
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</blockquote>
<p><br>
<br>
</p>
<p><br>
</p>
<fieldset class="moz-mime-attachment-header">
<pre class="moz-quote-pre" wrap="">_______________________________________________
VoiceOps mailing list
<a class="moz-txt-link-abbreviated moz-txt-link-freetext"
href="mailto:VoiceOps@voiceops.org" moz-do-not-send="true">VoiceOps@voiceops.org</a>
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href="https://puck.nether.net/mailman/listinfo/voiceops"
moz-do-not-send="true">https://puck.nether.net/mailman/listinfo/voiceops</a>
</pre>
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