市场调查报告书
商品编码
1586738
Microsoft Teams Phone 生态系中的成长机会Growth Opportunities in the Microsoft Teams Phone Ecosystem |
在不断发展的商业通讯价值链中服务供应商的最佳实践
当今的商业通讯市场的特点是转向更具协作性的使用者体验。视讯会议、群组聊天、内容共用和白板等协作工具被广泛用于替代组织、行业和专业中的纯音讯通话。几十年来,协作工具的采用一直在增加,但在新冠肺炎 (COVID-19) 大流行以及混合工作模式的普及期间,协作工具的采用率得到了显着提升。由于视讯和通讯在综合UCaaS 套件中的重要性日益增加,提供呼叫控制功能的云端专用分支交换器(PBX) 在买家决策中的优先顺序逐渐降低,而在解决方案捆绑中变得越来越重要。各提供者之间 PBX 功能集的相对平等也有助于现代商业通讯解决方案中语音通信的商品化。
这一趋势为Google、微软和 Zoom 等公司带来了视讯会议和群组聊天之外的新增长机会,以及使自己与「老一代」以语音为中心的託管互联网通讯协定(IP) 电话提供商区分开整合通讯的创造性方法。通讯升级中以协作为中心的决策有利于那些以创新的会议和通讯功能为主导,并以廉价且方便的方式提供云端 PBX 功能(即捆绑的、本机整合的附加元件)的供应商。
在协作供应商中,微软受惠于其协作平台Teams的广泛采用,并带动了其云端PBX解决方案Teams Phone的销售量。凭藉其在电脑作业系统、生产力软体、商业电子邮件、目录服务和其他技术领域的专业知识和市场参与企业地位,微软正逐渐成为云端通讯领域的领先参与者。具体来说,Microsoft Teams 是目前最受欢迎且广泛采用的云端协作解决方案之一,适用于各种规模、产业和地理的企业。
Microsoft Teams 正在推动 Teams Phone 的广泛采用,这正在颠覆云端 PBX/UCaaS 市场,并为通讯服务供应商(CSP) 创造机会和威胁。由于许多竞争解决方案的成长正在放缓,Teams Phone 的快速采用迫使 CSP 重新评估其针对 UCaaS 市场的策略。同时,Microsoft 的 Direct Routing、Operator Connect 和 Teams Phone Mobile 计划为 CSP 销售公共交换电话网路 (PSTN) 连接服务和呼叫计划创造了重要机会。
这项研究深入了解了客户在选择通讯解决方案或提供者时的看法和决策因素,更具体地说,是推动或抑制 Teams Phone 采用的因素。我们还将采用 Teams Phone 的组织的完整样本与采用云端 PBX/UCaaS 解决方案的组织进行比较,以确定主要差异和相似之处。我们还预测了预测期内 Teams Phone 在整个 UCaaS 市场中的份额以及云端连线呼叫服务在 Teams Phone 总席位中的份额。它还为服务供应商在不断发展的云端通讯和协作市场中与 Microsoft 竞争或合作确定了成长机会和最佳实践。
Service Provider Best Practices in the Evolving Business Communications Value Chain
Today's business communications market is marked by a pronounced shift toward more collaborative user experiences. Collaboration tools, such as video meetings and group chat, content sharing, and whiteboarding are used extensively, often replacing voice-only calls, across organizations, verticals, and job roles. Collaboration tool adoption has been growing for a couple of decades; however, it received a considerable boost during the COVID-19 pandemic and the ensuing upsurge in popularity of hybrid work models. As a result of the increased importance of video and messaging within comprehensive UCaaS suites, the cloud private branch exchange (PBX) that provides call control functionality is becoming deprioritized in buyer decision-making and heavily discounted in solution bundles. The relative parity of PBX feature sets across providers is also contributing to the commoditization of telephony in modern business communications solutions.
This trend has been further enhanced by the rise of compelling unified communications-as-a-service (UCaaS) offerings by collaboration-centric providers, such as Google, Microsoft, and Zoom, seeking new growth opportunities beyond video meetings and group chat and creative ways to differentiate from the "old generation" of voice-centric hosted Internet protocol (IP) telephony providers. Collaboration-centric decision-making in communications upgrades is favoring providers that lead with innovative meetings and messaging capabilities and offer cloud PBX functionality as an inexpensive and convenient-i.e., bundled and natively integrated-add-on.
Among collaboration vendors, Microsoft has benefited most tangibly from the widespread adoption of its Teams collaboration platform to drive sales of Teams Phone, its cloud PBX solution. Capitalizing on its expertise and market leadership in computer operating systems, productivity software, business email, directory services, and other technology areas, Microsoft has gradually established itself as a strong participant in the cloud communications space as well. Microsoft Teams, more specifically, is currently one of the most popular and widely adopted cloud collaboration solutions across businesses of varying size, industry, and geography.
Microsoft Teams is driving strong pull-through for Teams Phone, which is disrupting the cloud PBX/UCaaS market and creating both opportunities and threats for communications service providers (CSPs). The rapid adoption of Teams Phone has slowed growth for many competitor solutions, which is compelling CSPs to re-evaluate their strategies for the UCaaS market. Meanwhile, Microsoft's Direct Routing, Operator Connect, and Teams Phone Mobile programs are creating considerable opportunities for CSPs to sell public switched telephone network (PSTN) connectivity services and calling plans.
This study provides insights into customer perceptions and decision-making factors when selecting communications solutions and providers and, more specifically, the factors driving or restraining the adoption of Teams Phone. It compares organizations adopting Teams Phone to the total sample of organizations adopting cloud PBX/UCaaS solutions to identify key differences and similarities. Our analysis also includes projections of Teams Phone's share of the total UCaaS market, as well as an estimated share of cloud-connected calling services of total Teams Phone seats throughout the forecast period. We also identify growth opportunities and best practices for service providers competing and/or collaborating with Microsoft in the evolving cloud communications and collaboration market.