Avaya: sojusz zamiast sprzedaży
Avaya nie zostanie sprzedana. Rozkręci wspólny biznes z nowym sojusznikiem.

Avaya zapowiedziała strategiczne partnerstwo z RingCentral. Współpraca ma jej ułatwić rozwój i ekspansję na rynku chmurowych rozwiązań do zintegrowanej komunikacji (UCaaS), w których specjalizuje się nowy sojusznik. Oprogramowanie RingCentral zostanie wykorzystane w nowej platformie do komunikacji i współpracy – Avaya Cloud Office Platform. Rynek zintegrowanej komunikacji jako usługi (UCaaS) rośnie w tempie 19 proc. proc. rocznie, podczas gdy cały rynek UC – o 9 proc. – według Synergy Research.
Zgodnie z porozumieniem, nowy sojusznik Avayi przejmie kilka proc. udziałów w spółce za 125 mln dol. Wpłaci również zaliczkę w kwocie 375 mln dol. tytułem prowizji od sprzedaży i opłat od praw do licencji. Sam zyskuje dostęp do bazy ok. 100 mln użytkowników Avayi (obecnie ma ok. 2 mln klientów). Firmy mają podzielić się kosztami sprzedaży i marketingu wspólnego rozwiązania. Nie ujawniły, jak rozdysponują zyski ze wspólnego przedsięwzięcia.
Alians z RingCentral wydaje się kończyć analizę "strategicznych opcji" dla Avayi, która trwa od co najmniej od pół roku. Po restrukturyzacji zwieńczonej układem z wierzycielami w końcu 2017 r. firma zmaga się z rosnącą konkurencją największych dostawców rozwiązań do komunikacji i współpracy opartych na chmurze, jak Microsoft. Oprogramowanie i usługi w tym obszarze są obecnie core biznesem Avayi, koncentrującej się kiedyś na sprzedaży sprzętu.
Poprzednio pojawiały się informacje o negocjacjach w sprawie sprzedaży spółki, którą mieli być zainteresowani Mitel i fundusze inwestycyjne. Rozmawiano nawet o transakcji wartej 5 mld dol. – według nieoficjalnych doniesień. Rynkowa wartość spółki wynosi obecnie ponad 1 mld dol. We wrześniu br. wypłynęły informacje o negocjacjach z RingCentral w sprawie joint-venture.
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Kłopoty Avayi. Nowy CEO ma plan naprawczy
Firma zakoczyła spadkiem przychodów 20 proc., zwolniono dotychczasowego CEO. Nowy szef przekonuje, że dostawca ma dobre perspektywy.
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Ogłoszono strategiczny sojusz globalnych graczy. Wzajemnie udostępnią swoje rozwiązania.