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Break-up Jana Partners | Insider Lite | TalkingPointz

In the May 2021 Insider Report, I shared that hedge fund Jana Partners acquired a stake in Vonage. It’s nice to see institutional investors get excited about the potential of a stock, but Jana had a different idea.
Bloomberg reported that Jana Partners wants to hire advisors to explore selling Vonage in parts. Oh brother.
It’s right out of the movies - let’s say Pretty Woman. Bitter, unhappy Edward Lewis (played by Richard Gere) raids companies for parts - in the first half. Edward realizes that building companies is more rewarding - that and getting the girl make for a happy ending. 
That playbook certainly can work, but UCaaS is all about convergence. What started with voice, has expanded into team chat and meetings, and appears to be converging with CCaaS and CPaaS. Hey, that’s what Vonage has!
2016-2019 Vonage acquired pieces to make a stronger whole. Over the past 18 months the company built a new leadership team that appears focused on implementation - as demonstrated with quarterly results. Meanwhile, many other providers are now making acquisitions to expand their UCaaS offers.
It’s odd that investors would buy into a company to reverse its accomplishments and buck an industry trend. I have to believe there are more logical companies to split up. Perhaps Kohler and its divisions for plumbing fixtures, power systems, and golf courses?

From No Jitter and Other Sites
CCaaS the New Black? Fashion Retailer Reimagines Customer Engagement | No Jitter
Avaya Invests in Zero-Knowledge Approach to CCaaS Security | No Jitter
From the Last Insider Report
The full August Insider Report just went out yesterday to paid subscribers. Here’s the companies that interesting UCC news last month.
The case for mandatory cellular roaming | TalkingPointz
The TalkingHeadz Podcast
The August podcasts (three!) had some scheduling snafus and they were all released in an 8 day span. The first two episodes were Bretty of Journey AI and Ray of Unified Office. They were in last week’s Insider Lite. This week’s episode is with Mo of Subspace. The provider crowdsources network data to optimize real-time apps #SDNEvolved. I think it is an interesting partnering opportunity for any UCaaS meetings provider.
Bonus To Boldly Go Where No #VoIP #Collaboration Has Gone Before: Subspace | TalkingPointz
Real-Time, Recorded
Real Time Recorded, Week 34 2021
Real Time Recorded, Week 34 2021
RingCentral Enhancements, Dialpad and Playvox, and Zoom News.
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Vonage CEO on Growth and Future Plans: Watch and subscribe on YouTube. UC Today’s Marian McHugh hosts Rory Read, CEO of Vonage. In this session we discuss the following: * Vonage’s growth success * Its channel strategy * The UCaaS and CCaaS opportunity…
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8 Execs on the Zoom-Five9 Acquisition: Zoom’s impending entrance to the contact centre space is probably not a shock to many, although the size of its arrival – through the impending acquisition of Five9 – may well be. The announcement caused such a stir…
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Dave Michels

Speaker, author, founder of TalkingPointz. I'm a video, voice, messaging protagonist. I publish the TalkingPointz Insider Report. @NoJitter

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