Research
FORUM TRANSCRIPT

Avaya – Cloud Transition & Long-term Growth Outlook

  • Credit
  • TMT
  • North America
PREMIUM

Specialist

Former senior executive at Avaya Holdings Corp

Agenda

  • Avaya’s (NYSE: AVYA) operating environment – 2021 analysis and longer-term growth expectations for overall business
  • Ability to defend contact centre install base over next 3-5 years
  • Long-term evolution of RingCentral (NYSE: RNG) partnership – risks stemming from lack of technology ownership for Avaya Cloud Office
  • Outlook for 2022 and beyond – EBITDA margin evolution, product innovation needs and downside risks

Questions

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