I will, of course, put together a more comprehensive analysis of this event in a research note, but it won’t be my ‘usual few days’ turn around. It’s been back-to-back travel this fall, and Mitel Next is the next event in the queue.
The Microsoft comms and collaboration story is a bit tricky. Microsoft is a big and sensitive company, and their solutions won’t be contained in standalone apps any more. The comms and collaboration story is a sketch (in pencil) on the canvas of Teams.
Here is my on-site video. It’s a bit long, but it’s not my fault. Direct complains to Satya. Who, for the record, didn’t cover nearly as much in his hour long keynote.