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Insider Lite | TalkingPointz - Chime, Avaya

It’s all about streaming. 
Most of the hybrid work conversations I hear are about LOCATION. Someone that works at home AND at an office might be considered a hybrid worker. But hybrid is not just about place, it’s also about TIME. Someone that works partially during traditional business hours AND works during non traditional hours might be considered a modern, hybrid worker. 
Work isn’t a place, and WFA is old news. The key to hybrid work is async. Email and messaging apps are inherently async. Voice and video are not. - or are they? Streaming video, live or recorded, has changed everything. This has been one of those underappreciated changes that’s suddenly become obvious. 
I recently asked someone to send me a link to a recorded meeting and they sent me the file of the recording. This seemed so out of place in what has become a streaming world. A considerable amount of the webinars and meetings I attend now are streamed. I might start watching live and finish later. Steaming is the great hybrid enabler. 
Webinar and meeting platforms generally offer recording, and most offer integrated streaming capabilities. Some even offer SDKs. I’m not sure if comms SDKs are any different than a CPaaS, but I know they are becoming increasingly important – esp. for video. Bringing streaming to other apps will be a high growth area. Twilio, Vonage, and several others have supported this for a while. and demand continues to grow.
That’s presumably why AWS has added livestreaming to its Chime SDK today. Chime SDK is something to watch. It combines the comms enabling benefits of a CPaaS with the cloud-enabling benefits of AWS. Chime SDK isn’t new. It’s like many AWS features, it just sort of lurks in the background and quietly wins large customers with impressive use cases.
An additional thought: Plain Old Telephony just doesn’t have the sizzle it once had. I find it interesting that Amazon is working its way into more enterprise communications services, but continues to skip telephony. It now has video, messaging, CCaaS, and tons of AI-related services. Google has meetings, chat, and CCaaS, and a minimum viable product (MVP) UCaaS with Google Voice. Microsoft has Teams for chat and meetings, ACS (MVP CPaaS), and a UCaaS offer, but seems to prefer to let its DR partners perform all the telecom drudgery. 

Avaya: Prepare to When
“Prepare to Win” is the battle cry to employees from the new CEO at Avaya. Masarek has a lot to be excited about. He shared that in many ways Avaya’s Q3 was even better than Q2. Sort of.
He also said upcoming debt maturities likely impacted revenue, and those debt concerns haven’t gotten any smaller. Although Avaya managed to raise some funds, they are on hold - locked in escrow while being contested. Meanwhile cost cutting moves are being increased and accelerated. (Surprisingly, Masarek has not recruited any confidants. He’s going to fill some executive chairs soon as they are starting to vacate.)
Avaya delayed its Q3 filing while it investigates numerous issues. The stock is trading less than a $1, and that creates additional legal pressures. Avaya is on hold. Sorry, no music due to cutbacks.
Masarek wants to make Avaya a place that attracts talent, but layoffs come first.
Transformations take time, and that’s the core issue. If he can complete the play started by his predecessor (restructure next year’s debt), he probably has enough runway. If he loses those funds, it’s going to be difficult to avoid the big B. Masarek likely has no control over that outcome. This creates a cyclical storm. As long as the bankruptcy cloud [sic] is over Avaya, revenue remains under pressure.
Alan has agreed to be on TalkingHeadz in September.
Avaya Braces for Big Changes to Avoid Chapter 11 Again | No Jitter
From the Last Insider Report
The Metaverse Will Be Delayed: I’ve said it before, and I will say it again MANY more times. The metaverse is coming, but it’s decades away. There’s way too much hype, and interest will dissipate before anything virtual really hits. 
Zuck no doubt prefers his metaverse because the real world sucked this month. Meta’s 2Q results implied the metaverse (Meta’s VR division) spent $2.8B. That wouldn’t be so bad if it were nearly done. The key to unlock the metaverse is cheap goggles. Unfortunately, Meta raised the price (and increased memory) on its Quest 2 headset to $400. 
Zuck’s also facing a rebellion from Instagram users because they don’t want it to become TikTok. Meta shut down Tuned, its messaging app designed for couples, and Microsoft added Facebook-like features to Teams (below). Also, the FTC filed to block Meta from acquiring Within, claiming Meta bought Within to absorb competition in the fitness market (it already owns the Beat Saber app).
Meta did manage to successfully deface some of its products this month. The Facebook Portal (which can be used as a video endpoint for Zoom and Webex) and the Oculus goggles are now branded Meta. Meta accounts have been announced, which means users will no longer need to register their devices to a Facebook account. 
Viva Yammer! I never understood Microsoft’s justification for both Yammer and Teams. The applications have significant overlap, and either could be modified to replace the other. In 2018, they came up with this ridiculous and contrived concept of inner and outer loop communications. It was always entertaining to watch them explain this exception-filled model with a straight face. 
I’ve been convinced Teams would replace Yammer, but so far, I’ve been wrong. Microsoft insists there is (was?) a need for both. Microsoft even doubled down and made significant improvements to Yammer in 2019 (#YearofYammer), and we had Murali Sitram on TalkingHeadz to discuss them. Some of you may remember Murali from Cisco, where he spearheaded the prior generation of enterprise social with Cisco Quad. Microsoft acquired Yammer for $1.2B about 10 years ago. 
Yammer’s days are definitely numbered. This month, Microsoft launched Viva Engage, a new app that lives inside of Teams. Viva Engage is a triple-headed spear. First, it strengthens Teams as a platform (apps built for Teams); second, it attacks Facebook Workplace; and third, it positions Yammer for slaughter. 
Viva Engage is a Facebook replica that includes storylines (newsfeed), conversational posts, videos, images, and more. It replicates the Meta Workplace value proposition in that it’s designed to feel familiar (to Facebook) and thus eliminate/reduce the need for training. The big question is whether organizations need enterprise social apps. I don’t believe so today, but they might be the right vehicle to make WfH more effective. 
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From No Jitter and Other Sites
What Goes Well With UCaaS Meetings? | No Jitter
It’s Time to Make Bots Sound Less Bot-Like | No Jitter
The TalkingHeadz Podcast
The GoTo CMO, Jamie Domenici on TalkingHeadz | TalkingPointz
Joe Manuele CEO of NoFilter Not Talking About Sports | TalkingPointz
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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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