My views won't move the dial much on that front, but it's clear that Genband knows where they're going, and I guess that's what matters, at least for now. Being private, they have a lot of flexibility to address both markets, as well as try new things. I got enough of a vibe that going public is in their plans, so best to get all this sorted out now. If you read my wrapup post from the Interactive Intelligence conference last week, you'll see how much harder this is to do as a public company.
The event was light on content compared to other recent conferences, but there was still lots to absorb. We heard a lot about the cloud, with Kandy being the big news, and if you followed the tweets, you'll know what I'm talking about. There's a lot to like in what Genband is doing, especially with their Tier 1 partners, but we didn't hear much about their go-to-market roadmap, especially with channels. On that note, most of my peers were of the same mind that we didn't hear enough about how these partners are actually using Genband's technology.
We also heard lots about how they're selling outcomes and solutions, but not as much about their specific products and how all the pieces fit together. This is important for us analysts given all the infrastructure categories they play in, as well as getting a better sense of their focus on enterprise versus SMB customers. Hopefully, we'll get more balance on that front next year.
I'll leave it at that for now, and share some high level takeaways from the presentations. Genband definitely puts on a good show - but we could do without the fog machine - it's humid enough in Florida, and it felt like a rainstorm was going to happen during the sessions at any time.
Genband also gets top marks for style - nobody talks much about these things, but I thought the staging was great. Very creative use of props, lighting and warm color mixes. Had a 60's vibe for those of you old enough to remember the set designs on variety shows like Ed Sullivan when musical acts were on. Enough about style - let's get to some substance - here's what resonated most for me......
Jonathan Chambers, Chief, Office of Strategic Planning and Policy Analysis at the FCC