JAA'S Analyst Blog - Current Posts

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Another week, another trip to San Francisco, and another conference. This was my third trip to SF this month, and am glad to be staying put for a couple of weeks now. The trip was definitely worthwhile, and as good as last year’s Vonage analyst event was, this one was even better. As has been my pattern lately, I’m just going to post some photos now, and will follow up soon with a post or two with my takeaways.

In short, this company has a clear vision, a strong leadership team, and seem to be executing very well, especially in terms of weaving their three main platforms - UCaaS, CCaaS and CPaaS - into a unified portfolio. The market seems to be buying it, and with an updated logo and branding, they look poised to survive and thrive in a crowded market.

CEO Alan Masarek welcoming the analysts, the new logo, Alan bidding adieu to the orange branding they had been using for so long, one of the “markitecture” slides reflecting their updated vision.

Very engaging panel session with channel partners, dramatic setting for showcasing the new logo and exhibitors for the Campus event, CMO Rishi Dave, and more of the Campus space.

On the fun side, during the analyst dinner, they had a very good artist on hand - Jeremy Sutton - who indulged me while working up this really cool digital “painting” of our gathering. I got to add some brush strokes, so to speak, and if you look closely, you can see me in the picture. Renoir would be pleased. Keeping with the French high culture theme, after dinner, a tasting of cognac and armagnac - liked ‘em both. Next day, Ken Jennings was one of the featured speakers at their Campus developer event. Great to see him there, and of course, that was topped off by a Jeopardy game where attendees could go up against him. Damn, he’s good, but he got stumped from time time - what a good sport!