Enterprise IP Telephony Puts In a Strong Q4 2004 in Europe While the U.S. Market Takes a Dip -- "According to Synergy Research Group's latest reports, Q4 2004 Enterprise VoIP U.S. Market Shares and Q4 2004 Enterprise VoIP EMEA Market Shares, the EMEA Enterprise IP Telephony market increased 28.1% sequentially and 88.8% year over year while its U.S. counterpart dipped 3.5% -- the first decrease ever measured for U.S. Enterprise IP Telephony. As an interesting counterpoint, the U.S. market saw 8 vendors post negative sequential growth compared to all vendors in EMEA experiencing positive growth and in many instances that growth being strong double digit. Alcatel, Avaya, and 3Com posted the strongest EMEA growth of 51, 42, and 33 percent."
Every product roadmap conversation with a technology vendor now runs through one filter that has nothing to do with the roadmap itself: does the company have an AI story that a buyer's finance team would actually underwrite. Forrester Research just gave that gut check a formal structure. Its newly introduced AI Disruption Model evaluates 17 technology and service categories, spanning more than 200 individual markets, against nine factors including AI substitutability, labor intensity, and switching costs. The finding that should reorder tech vendor strategy conversations this quarter is not which markets grow. It is how few of them do, and what that scarcity means for everyone else. Only Three Categories Get an Unambiguous Green Light According to the research, infrastructure providers such as cloud platforms, data centers, and storage; data and AI providers spanning models, platforms, and governance tooling; and cybersecurity and identity providers covering zero trust and AI agent...