Poly has an undeniable track record of innovation and leadership, including both major components of Poly (Plantronics + Polycom). Given the recent merger, I looked forward to the analyst briefing last week to meet the key leaders, and learn about their current plans. As a unified communications and collaboration (UC&C) industry veteran and former CEO, I am sharing my findings and perspective of what I heard this past Monday.
Historical insights
Before the meeting, I reviewed the financial (P&L) and market share (units) data for Polycom (pre-Poly merger) over the past 20 or so years. Reference Figure 1 below for a histogram summary of my findings.
