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The Wainhouse Research Blog: Panopto $, Kaltura $, Cisco x2, ClearOne $, more

August 24, 2016 | Telepresence Options


Story and images by Wainhouse Research

Panopto Joins the Big Dollar Club and Preps for Growth


Seattle-based Panopto, provider of enterprise and education video solutions, announced that it has secured $42.8 million in funding. This follows on to two previous Series A and B rounds that totaled $8 million. The company gave us some specifics regarding where the money is going, and Alan explores the competitive landscape and why Panopto has some runway with which to play. Read More >>


Cisco Layoffs from the Catbird Seat and Other Industry Musings


On 17 August, Cisco reported $20.6 billion in revenues for calendar year, and that its collaboration segment is doing quite well, with growth of 5.6%. It also announced layoffs of 5,500 employees. Andrew ponders Cisco's "pivot" -- our favorite word this election season -- while discussing the growth rates of a number of collaboration & communications vendors. Read More >>

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Cisco Delivers on Acano Acquisition with Cisco Meeting Server


Cisco announced its first product based on its acquisition of Acano in January, 2016. The Cisco Meeting Server is a software product designed for installation on a customer's premises, providing video conferencing, audio conferencing, web conferencing, recording, and more. Andrew and Ira discuss how this will replace Tandberg and Codian bridges and describe their ideas for potential futures. Read More >>

Kaltura Secures $50 Million Round -- Goldman Sachs is a Believer


Kaltura on Monday said it has raised $50 million in "pre-IPO" financing from Goldman Sachs' Private Capital Investing Group. The investment tops the $47 million that Kaltura raised in 2014 and brings total investment in the video technology provider to $160 million. Steve discusses some of what this means for Kaltura: is all this money a blessing or a curse? Read More >>

Don't Blink or You'll Miss the Action in Streaming


Steve thinks enterprise streaming is in the midst of a change equal to any kid's rapid rush through teenage years - that's because the growing embrace of hybrid and hosted platform solutions is rewriting the playbook for how enterprise solutions are developed, sold and distributed. And he thinks this teen is going to look very different in the next couple of years. Read More >>

Downdraft Hits ClearOne in Fiscal Q2 2016


ClearOne reported revenues of $11.96M for the second quarter 2016, down over 14% year over year despite a nice pickup in their video business. GAAP net income is also down significantly. The company cited "global economic headwinds" as a major contributor. Andrew assesses the situation and what might turn things around for ClearOne. Read More >>

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