VOC 0.00% $5.49 vocus group limited

Commanders drops were across the board, be it data, voice or...

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    Commanders drops were across the board, be it data, voice or other (whatever that means) with other being the largest % wise. With voice you need to be careful how to categorise it, fixed voice is seeing a drop (some say long overdue) but it’s replacement is going crazy, VOIP. An example of that in company is E&W where voice continues growth, in this case 7%. Companies like VN8 are marketing themselves as ideal business models on the basis of this technology change.

    Commanders problems are many but I think they originated with their origin, namely the supply of PBX equipment. Services were a bolt on income stream, so dealers/franchises got paid commission much like the Vita group model. Problem now is the ICT market has converged, and now telephony, data, and security are all running on the same technology basis, Ethernet. SMB customers no longer want a phone guy, an IT guy and a security guy to look after them, they want one supplier and one bill with it all a managed service.

    Even Telstra knows this with its partner channel “We are constantly being asked by Telstra and our customers if we can provide end-to-end managed services and to put it on one bill, and while we do this, businesses also often require mobility or MDM provisioning, which we had been unable to provide ourselves.” https://www.crn.com.au/news/perth-t...cquires-fellow-provider-m2-digital-ict-500538
    Last edited by telcowiz: 23/08/18
 
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