Alcatel-Lucent Enterprise analyst day 2019: targeting CPaaS for differentiation and growth

Alcatel-Lucent Enterprise (ALE) held its analyst day in Monaco in February 2019 and presented what was largely a continuation of the strategy outlined to analysts in January 2018: vertical specialisation and driving the adoption of its UCaaS/CPaaS platform, Rainbow. Adoption of Rainbow has grown, but it is subscale compared to the platforms of competitors and it may struggle as a pureplay solution. ALE looks strongest as a supplier of complete solutions, from hardware to CPaaS. Its acquisition of Sipwise, in May 2018, helps to fill gaps in its portfolio.