MSFT buying Metaswitch Networks

What are the implications for MSFT buying Metaswitch and Affirmed Networks? Are telcos doomed and only play a real estate for clous vendors??

SAP Markko May 14, 2020

Big news

Gartner IT_AE May 20, 2020

One of my accounts is a global enterprise and is very seriously considering dumping 90% of their telco and going to Teams for calling. I think telcos are doomed in the traditional sense.