Insider Lite | The Biggest CC Deal Ever

#5・
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issues

The big news this week was Zoom moving to acquire Five9. This is the biggest contact center acquisition in world history. It impacts every UCaaS provider, every meetings provider, and every CCaaS provider. I knew it was big when I saw the news Sunday night, but still managed to under-estimate its impact. I have had interactions with every major UCC provider this week.
CCaaS is where it’s at. It’s the least commoditized part of enterprise comms, has the highest ARR, and it’s sticky. It’s attracting big companies - the biggest companies in comms (ZM) and in the world (Amazon and probably MS). Microsoft isn’t there yet, but it will be. The deal is another step toward the big blender (UCaaS + CCaaS + CPaaS). My research note on ZM FIVN was published on Tuesday: Full research note on the acquisition $.

From No Jitter and Other Sites
Salesforce Closes Slack Acquisition, Tees Up More to Come | No Jitter
Microsoft widens Teams' reach with Dynamics 365 integration
From the Last Insider Report
The paid Insider subscription includes a monthly what-you-need-to-know overview of industry news. I include at least one item from the last Insider Report in each free newsletter.
IDC Becomes Blackstone: Oriental Rainbow LLC, a subsidiary of China Oceanwide Holdings Group, sold IDG to Blackstone. The media and research company fetched $1.3B. The IDG family includes CIO, Computerworld, InfoWorld, Macworld, Network World, PC World and TechHive tech publications and the industry analyst firm International Data Corporation (IDC). IDG also recently acquired Triblio (marketing data platform) and Metri (IT pricing service). 
The media and industry research sectors are going through some major changes as traditional content models continue to experience significant change. Verizon Media was recently sold to Apollo Global private equity. Presumably, PE is interested in making data-driven equity decisions. Informa (parent of NoJitter) owns the Omdia brand that includes roll-ups of Datamonitor, IHS Markit, Current Analysis, and Heavy Reading. 
From TalkingPointz.com
Understanding Speedtest | TalkingPointz
The TalkingHeadz Podcast
TalkingHeadz Bonus Podcast on Avaya OneCloud | TalkingPointz
Real-Time, Recorded
Real Time Recorded, Week 28 2021
Real Time Recorded, Week 28 2021
Tweets and ReTweets
Dave Michels
GeekWire: This startup aims to improve workplace conversations with ’empathy-as-a-service’ software.
https://t.co/vMon4qHa6K
Dave Michels
Inc.: Evernote Wants Another Chance at Being an 'Extension of Your Brain.' Why It Just Might Work.
https://t.co/LWfD34TQLI
Dave Michels
Who will buy a CCaaS next, Microsoft or Salesforce? And who will it be?
People seem to think Microsoft will acquire Genesys.
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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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