Having attended analyst events by Cisco and Polycom in the past month I'd like to share my key takeaways from the announcements for the companies' positions in the videoconferencing and collaboration software markets.
CEO Andy Miller called October 8 the "most important day in Polycom history" when the company made a wave of announcements on products it will release over the next six months:
Cloud AXIS, a browser-based videoconferencing service promises to simplify connectivity. Videoconferencing in a browser window without the need for any downloads will help promote adoption. It could also make other enterprise videoconferencing initiatives — B2B, desktop-to-room connectivity, and BYOD — easier to achieve. We can see the promise of browser-based connectivity in BlueJeans' introduction of the technology, where it already accounts for 25% of endpoints on calls using the service.
SVC and multi-stream videoconferencing architecture lower the cost per port. Room-based videoconferencing vendors are under growing pressure to provide alternative deployment options to the expensive transcoding MCU. By supporting the SVC codec as well as interoperability with mainstream AVC, Polycom can offer the best of both worlds. Also, Polycom is using the same flavor of SVC as Microsoft in Lync 2013, maintaining the synergy of a Polycom + Microsoft strategy.