This "analysis" tracks with Post ID: @1kze+1s6xjpKe comments
"While much of the content was NDA, many broader themes are worth mentioning"
Also. ZK has dramatically changed his style in regards to covering Avaya. He previously was the top propaganda cheerleader. He now, almost shockingly, is cautious and actually writing objectively and in the tone of conducting a non-biased analysis. It would appear even the Analysts evolved and learned from the lessons of the BS Simon Harris Marketing era. It's good to observe a transformation that is sound & logical. Bravo, ZK.
(NOTE-- Most UNLIKE SH ex marketing evangelists who still are bitter and blame everyone but themselves because they were the fools to believe that Avaya was wildly successful despite all the facts presenting otherwise).