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Stock impact report

Poly: The Comeback "Mojo" Is Building [Forbes]

PLANTRONICS (PLT) 
Last plantronics earnings: 2/4 04:05 pm Check Earnings Report
US:NYSE Investor Relations: investor.plantronics.com
Company Research Source: Forbes
Poly: The Comeback "Mojo" Is Building 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. Figure 1: Polycom-to-Poly Histogram Moor Insights & Strategy A summary of the histogram above is as follows: The root cause assessment of number 2 above is debatable and beyond the scope of my article today, but the historical numbers and results speak for themselves. I have summarized the history to Show less Read more
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