Loopup Share Discussion Threads

[thordon] 29/7/2020 22:23

Do say months ago that we are are using Microsoft teams , theirs been a big switch from Skype for business. any way good news as excepted

[lyndon b] 29/7/2020 20:01

The 2 quid/share level was breached in a heartbeat....onwards she goes!!

[arcadian] 29/7/2020 17:13

It held up well and that says a lot.

[maddox] 29/7/2020 13:58

Hi Robert, Yes, it'll be subscription based with bundled minutes etc., rather than pay as you go. So, there will be a combined package including LoopUp Meetings and Cloud voice calls and then a Cloud voice calls only package. The latter for the client's employees that don't need to participate in external client meetings. This will also generate integration services revenue for the roll-out of the service to clients - for large International Enterprise clients - this might be a significant project getting to all their geographical locations. The packages will be competitively priced - but the LOOP audio quality and security are attractive differentiators (ISO 27001 security compliance accreditation). LOOP have already reported a shift towards subscription as Covid-19 has driven up usage. Regards Maddox

[maddox] 29/7/2020 13:43

Loopup Investor and Analyst Presentation today - Excellent presentation - and great demonstration of the quality of their 'event by loopup' hosted service. We were expecting a presentation on the H1 results and the Covid-19 driver - however the focus was almost entirely on this mornings RNS announcing integration with Microsoft Teams. I think that it'll take a while for Mr Market to fully appreciate the significance of the integration with MS Teams - which most commentators see as a competitor to LOOP. In addition, to the linking up of what are complementary services it also allows LOOP full entry into a huge adjacent market for integrated business telephony. LOOP's current sweet spot is catering to the professional services sector engaging, as they now must, via online meeting with their all important customers and clients. This is a different and complementary offering to MS Teams that's sweet spot is 'on network' employee collaboration. The new opportunity to offer integrated business telephony (aka 'Direct Routing') linking MS Teams has huge potential and LOOP already has the ideal technical infrastructure and expertise to exploit it. The new investment this will require is thus minimal. On the other hand it significantly increases the addressable market as well as increases the potential deal size - particularly for Enterprise scale customers. This is a step-change in the LOOP proposition and market opportunity with, according to Gartner, 10% of firms 'Direct Routing ' in 2019 but with 90% set to switch by 2022. With MS Teams having currently 75m daily active users - that suggests truly explosive growth. Mr Market has found it difficult to understand how LOOP can survive, let alone to thrive as it is doing, so it'll take a while for the penny to drop on today's announcement.

[homebrewruss] 29/7/2020 13:13

Not currently holding here but from my understanding calls will go via the loop cloud network but use the Teams interface. There's quite a bit of info on the LOOP website homepage now hTTps://loopup.com/en/ Loopup will monetise this in the same way they do other clients it's just that the end users will be using the Teams interface to make calls. For Microsoft there will be some clients that can't or won't want to use Microsoft for their voice calls and having partners such as Loopup allows Microsoft to get more people using Teams and steer them away from Zoom etc as the clients will have video and voice calls all using the one (Teams) interface

[robertpeacock] 29/7/2020 12:47

Great exciting news this. Anyone know how LoopUp monetises this integration with Teams to get revenue?

[lyndon b] 29/7/2020 12:22

Anyone IT business literate on this thread....any idea what would be the cost benefit for Microsoft for using this direct routing?Hats off to the loopup management team for securing this.

[lyndon b] 29/7/2020 12:10

Agree, great results.What caught my eye in the update was the expectation that direct routing will increase to 90%, up from 10%, in the 3 yrs to 2022, which seems to play their strength?I use Teams video conferencing all the time at my work. It's pretty solid, though a bit ropey for people who live a bit more remotely.

[arcadian] 29/7/2020 10:56

Any chance that MSOFT would buy us out?

[petethehippy] 29/7/2020 09:50

The best technology products are integrated with other market leaders. A really strong development from that perspective. I'd like to see them announce Salesforce integration - then sky's the limit for the share price

[74tom] 29/7/2020 09:07

It's terrific news off the back of an excellent trading update a couple of weeks ago. From a chart perspective it looks sensational, with a clear gap to fill back to the £3 region. With momentum behind LOOP & a low number of shares in issue, I agree that there is no reason it can't challenge the previous high of £5 set in mid 2018. I also like the fact that directors hold around 20% of the company, giving them clear incentive to drive shareholder value.

[devonlad] 29/7/2020 08:56

Bought in this morning, I use Teams and it is superior to Zoom for business meetings. I also think there is a bit more to that Microsoft news than meets the eye, excuse the pun (terrible).

[parvez] 29/7/2020 08:36

tall, i think consolidation soon around 330-350 mark before resumption to 500p high.

[tallprawn] 29/7/2020 08:00

Great update this morning. Teams is growing significantly and is around to stay in most medium/large businesses now - This is an obvious cost saving for most companies so I'm expecting strong uptake. The chart really looks excellent - There is a clear path back to 300p for starters.Buy, hold and enjoy the ride up.

[someuwin] 29/7/2020 07:55

Don't think the market has realised how big this news is... "Microsoft Teams jumps 70 percent to 75 million daily active users Microsoft Teams is getting closer to Zoom than many expected... https://www.theverge.com/2020/4/29/21241972/microsoft-teams-75-million-daily-active-users-stats

[arcadian] 29/7/2020 07:52

The MM milk their large spreads here but the facts will control the longer term share price and the facts point upwards.

[thefartingcommie] 29/7/2020 07:43

re..rns The Group will provide an overview via a virtual presentation for analysts and investors at 10.30am today. No new financial information will be disclosed. To register, please visit: hTTps://bit.ly/2CCI6R3.

[arcadian] 29/7/2020 06:51

MMs will still try to panic weak holders even though this share was 500P a while ago and is back with a vengeance. The analyst meeting should add some institutional support.

[investographer] 29/7/2020 06:42

LoopUp solution extended to provide global cloud voice integration with Microsoft TeamsThat is amazing news- well done all fellow holders here....

[arcadian] 29/7/2020 06:30

Powerful stuff. These guys mean business and are confident about the future.

[alan@bj] 29/7/2020 06:17

Agreed. Potential surely not yet priced in. This is excellent.

[someuwin] 29/7/2020 06:13

Exactly the sort of new feature we've been looking for. This looks like BIG news!