I'm not convinced that's the salient question since it would seem this
is just an exercise in buying cloud revenue and little if any of the
original Metaswitch dna have or will survive.
To be fair that dna in 2024 terms is of dubious value anyway.
My bet is they will probably bring in some talent (think just barely
enough) to try and collect the long-tail of revenue on existing
installed base meanwhile pushing stick/carrot to move into their own
cloud platforms.
On 12/11/2024 10:48 AM, Jeff Brower wrote:
Ryan if this is accurate, I wonder how many ex-Metaswitchers will end
up at Alianza. Or maybe some already are ?
Quoting Ryan Delgrosso via VoiceOps <[email protected]>:
I would not place any bets on there being a holistic end state
worldview attached to this acquisition vs it just being a metabolic
process.
Microsoft had a hole in their Teams / SFB product. The telco side
sucked.
They thought they could buy a telco vendor and fill that hole. The
driving exec team would get to place a feather in their caps and
claim they drew the proverbial sword from the stone and should each
be granted their own kingdoms.
The Metaswitch ownership got to take delivery of gold plated
dumptrucks full of cash.
Once the ink was dry a culture war ensued. Metaswitch wanted to
continue sucking in their own entirely British/telco way where the
end user carrier should not be permitted to do almost anything.
Microsoft insisted they begin sucking in entirely new cloud/azurian
ways. In response nearly all meta employees have exited, so there's
now a disenfranchised customer base of orphaned carriers and no
supporting brainpower, meanwhile all customers have felt the sword of
Damocles over them the whole time never sure if their business would
have a path forward. Many have already made other plans for product
continuity by switching to other vendors or outsourcing their tech
entirely.
The purges I believe concluded last year with most of the original
meta team members being released save for a very select few who were
offered roles inside the teams / azure org.
I think this sale is Microsoft selling the proverbial owl-pellet of
what remains of its Metaswitch acquisition. I'm not sure what actual
value Microsoft actually derived from this exercise but I am sure
this move represents the final step of digestion where some
loss/depreciation is written off in FY24
-Ryan
On 12/11/2024 9:51 AM, Alex Balashov via VoiceOps wrote:
On Dec 11, 2024, at 12:46 pm, Enzo Damato via VoiceOps
<[email protected]> wrote:
I think Microsoft's big goal with this was to acquire a working,
reliable SIP and IMS stack. I would put money on the metaswtich
technology being a big part of what's running teams and their other
VoIP platforms in the backed. Now that they've presumably merged
that tech into their stack, they have no interest in continuing to
service the ILEC/CLEC market.
You might be right. But if they had just licensed this from a major
softswitch vendor like Metaswitch, or got the professional services
/ consulting arm of Metaswitch (or whoever) to do the integration
for them, they might have spent a lot less than $270MM and without
any of the drama.
-- Alex
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