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Astricon: All Things Asterisk

October 25, 2010

BroadSoft BroadCloud a Smart Move

October 25, 2010

Moving from equipment to the cloud is very smart move and something I noticed many vendors at the recent ITEXPO in Los Angeles were focused on doing. Just as VARs and channel partner/MSPs have shifted from once selling hardware to services for the recurring revenue and to offset shrinking margins, I expect many hardware providers to follow suit.

As the trend continues expect prices for services to drop in response to greater supply in the market. Why?

Broadvox Buys Cypress - Advice to Acquirers

October 17, 2010

TMC blogger, Peter Radizeski may have set two records in breaking news of two acquisitions in one day. If that isn't a record, certainly the fact that both acquiring companies start with the same five letters has to make it into the Guinness Book.

First there was Broadsoft acquiring Casabi which I commented on last week. Next there was Broadvox acquiring Cypress Communications which Peter broke here and follwed up on here. TMC's Paula Bernier added her opinions to the mix and further reminds us of a slew of other acquisitions taking place in the market.

My thoughts on the matter are fairly simple and straightforward.



Interactive Intelligence Announces Positive Preliminary Earnings

October 12, 2010

There are a few things I wish for regarding earnings in the tech space.

  • I wish I had time to give my thoughts on every announcement
  • I wish they were all as good as what Interactive Intelligence just accomplished
In short the company just released preliminary third-quarter numbers and said they had nine orders over $1 million with two of them being larger than $2M. I am not sure how this compares with past quarters but regardless, these are significant customer sizes in an era of price compression.

The company says its cloud offering is doing well and you may recall company CMO Joe Staples spent some time recently (video) in the TMC Newsroom giving me details of the launch.

ININ expects total revenue to be between $41-$42 million with GAAP net income between $3.3-$3.9M. Last year the number was $2.8M meaning an increase of at least 17% over last year's sales.

According to founder and CEO Dr. Don Brown, the size of the deals gives the company increased operating leverage and revenue growth.

ININ CMO Joe Staples addresses a standing-room-only crowd last week at the first ever TMC Social CRM Expo




Here are additional details regarding the company's earnings:

Interactive Intelligence plans to issue a press release announcing its final 2010 third-quarter results Nov. 1 at 4 p.m. Eastern daylight time.


















Avaya Flare Interface Detailed

October 3, 2010

Thought Leaders Descend Upon ITEXPO

October 2, 2010

Kind of a silly term- "thought leader" but in every market there are people involved in setting the conversation... Those whose thoughts and ideas permeate the web and industry conversations. "Did you hear what so and so said? Can you believe he thinks this company sells junk products and won't be around in a year?"

Well you get the idea.

It turns out a number of the people in the market who I have personally followed for some time have joined forces on a blog called Voyces.



ITEXPO West 2010 Show Guide Available

October 1, 2010

The ITEXPO West 2010 Show Guide is here and if you are flying to the show - you may want to download it to your Kindle/laptop/iPad/netbook/smartphone or print it. I am on the plane now and we have the equivalent of a 300 baud modem's worth of bandwidth so I can't download it but as I recall it is over 100 pages and gives you a solid overview of the dozen conferences taking place next week.

In addition it shows you the exhibit hall with over 200 exhibitors and which sections correspond to which technology.

I have this dream that I will have enough time to go through the directory and point to some of the interesting highlights in a blog post.

We'll see how that works out.

Here is the PDF and it is fairly compressed down to 5 Megs as I recall - we may be getting a higher res one soon as well in case you have the bandwidth.







Dialogic Merger with Veraz Closes

October 1, 2010

Update - Oct 4th 12:18 PM EST. Below I reference the market cap of Dialogic to be around $60M as this was the number publicly available at the time. The company informs me the value is closer to $160M with the Dialogic shares combines. I apologize to my readers for the error.

---

Dialogic's merger with Veraz has officially closed and and the new company will be called Dialogic and have the symbol the company used in the nineties before it was acquired by Intel - DLGC.



ITEXPO West 2010 Information Update

October 1, 2010

The following ITEXPO welcome letter and update on important components of the multiple shows next week in Los Angeles was sent by my operations team. I hope you find it useful:


October 4-6, 2010
Los Angeles Convention Center
www.itexpo.com
It's Time for ITEXPO

Largest B-to-B Communications and Technology Trade Show Opens Monday in Los Angeles.

Dear Rich,

The final stages of preparation are being completed over the weekend - conference presenters tying together their slides, exhibitors readying their booths, and our TMC team putting the pieces in place for a great week of learning, networking, and business-building.

Your registration is confirmed.

Can't wait to see you Sunday night at Avaya’s Kick-Off event at the Westin Bonaventure, then on Monday at the Los Angeles Convention Center for the official start of ITEXPO.

Once again, here are some details and information that will help make your experience at ITEXPO great. As always, if you have any questions before the show, please check the event site or contact Frank Coppola.


REGISTRATION / KEYNOTES / EXHIBIT HALL HOURS Monday, October 4
Registration: 9:00am – 5:00pm
Keynotes: 4:00 – 5:00pm
Welcome Reception: 5:00pm, sponsored by Aloe Systems

Tuesday, October 5
Registration: 7:00am – 7:00pm
Luncheon keynote: 12:15pm
Keynotes: 2:00 – 4:00pm
Exhibits Open: 4:00 – 8:00pm
Networking Reception: 6:00pm in Exhibit Hall, Sponsored by Aculab

Wednesday, October 6
Registration: 7:30am – 5:00pm
Exhibits Open: 11:00am – 5:00pm
Mustang Convertible Giveaway at 4:45pm – Must Be Present to Win
See below for a complete, updated schedule or visit www.itexpo.com


Keynote Schedule: (Open to all attendees) Monday, October 4
4:00 pm: Alcatel-Lucent: Jean-Pierre Lartigue, CTO and VP
4:30 pm: CA Technologies: Adam Famularo, General Manager Cloud Computing

Tuesday, October 5
12:15pm: Phil Edholm, Vice President, Avaya
2:00 pm: Salesforce.com: Alex Dayon, Executive Vice President of CRM
2:30 pm: Ribbit Corporation: Crick Waters, Co-founder, EVP Strategy and Business Development
3:00 pm: AT&T: Hank Hultquitst, VP of Regulatory
3:30 pm: ShoreTel: Kevin Gavin, VP Marketing

Wednesday, October 6
10:15 am: Xirrus: Dirk Gates, Chief Executive Office
10:45 am: Level 3: Nigel Williams, Senior Vice President of Enterprise Sales


WORKSHOPS at ITEXPO – Open to All Attendees

StartupCamp2: Communications Edition
Monday, October 4, 5:30pm
Room 153

Ingate’s SIP Trunk-UC Summit
Monday, October 4 – Wednesday, October 6
Room 403A

Reseller Solutions Day Workshop
Tuesday, October 5, 8:30am – 1-day Workshop open to all Resellers and Agents
Room 153

MegaPath’s MPLS University
Tuesday, October 5, 4:10pm
Room 153

Phone.com’s Innovation and Excellence for the Small Office
Wednesday, October 6, 11:00am
Room 150


SHOW LOCATION

Los Angeles Convention Center
South Hall K
1201 South Figueroa Street
Los Angeles, California 90015
Phone: (213) 741-1151


Detailed Schedule of Events:

MONDAY, OCTOBER 4 9:00 am . Ingate SIP Trunking Professional Development Program
10:00 am .

VoIP Market up 13% This Year

October 1, 2010

Infonetics says the VoIP/UC space will be up 13% this year over last. It is no secret that the current business environment is very tough and this growth in a single and relatively mature sector of the market reminds us there are many sectors of tech and communications which are even younger and subsequently hold promise for even greater growth rates.

4G, M2M, backhaul, optical, smart grid, cloud - these are only a few sectors of the market which are poised to continue growth - even in a very challenging macroeconomic environment.

The timing of the report is good as Tom Keating points out - since ITEXPO takes place next week and numerous industries will converge in Los Angeles to learn more about communications and technology - virtually every important sector will be represented via numerous vendors.

We hope to see you there Oct 4-6, 2010.





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