Wainhouse Releases Q4 and Full Year 2022 Online Meeting Market SpotCheck

The News: Wainhouse released its quarterly analysis of revenue and licenses for the online meeting market. In the 4th quarter of 2022 licenses increased 5% from Q3 and 30% from Q4 of 2021. Revenues remained relatively flat from Q3 to Q4 2022 but decreased 11% from Q4 of 2021 as part of the ongoing migration from standalone licenses to bundles of communications and non-communications services. The full report can be found here.

Wainhouse Releases Q4 and Full Year 2022 Online Meeting Market SpotCheck

Analyst Take: Wainhouse this week released its Q4 and full year 2022 Online Meeting Market SpotCheck, a quarterly analysis of revenue and licenses for the online meeting market. The early days of the Covid-19 pandemic ushered in a shift of the Online Meetings market from standalone licenses to bundles of services. IT leaders needed fast solutions, and many of the bundled solutions were already in-house.

In 2022, as hybrid work models became a more permanent fixture in our collective working model and communications workloads were further commoditized, the bundled model gained further traction. Today, all vendors have created a bundle and are busy migrating their existing base to the higher value, commonly lower cost, bundles.

This move toward bundles played to the strengths of Microsoft, but as the year went on, enterprise calling took a more central role in the communications decisions of enterprises, and as we enter 2023, RingCentral and the other phone-first vendors appear poised to retake some of the market share lost as Microsoft has ascended.

This is the last quarterly Market SpotCheck report that will address the separate workload of online meetings. Starting with our Q1 2023 report, the focus will shift to a single data gathering and estimation model for Communications Platforms.

The Enterprise Calling and Online Meetings product development, buying decisions, and licensing models are increasingly consolidated, and our reporting and analysis will reflect the realities in the market. While we will estimate and size the market at the platform license level, we will remain connected to the dynamics in each underlying workload (meetings, calling, and messaging) and intend to report on monthly active users of each within the population of platform licenses.

Disclosure: Wainhouse Research, part of The Futurum Group family of companies, is a research and advisory firm that engages or has engaged in research, analysis, and advisory services with many technology companies, including those mentioned in this article. The author does not hold any equity positions with any company mentioned in this article.

Analysis and opinions expressed herein are specific to the analyst individually and data and other information that might have been provided for validation, not those of Wainhouse Research as a whole.

Other insights from Wainhouse Research:

Wainhouse Releases Q4 Market SpotCheck for Group Video Conferencing Endpoints

Wainhouse Releases Full Year & Q4 2022 SpotCheck Report on Cloud Calling Market

Microsoft Teams Announces a Copilot to Help Users Navigate Their Data, Spur Productivity

The original version of this article was first published on Wainhouse Research.

Author Information

Sean is a Senior Analyst strategically focused on cloud-based collaboration and its impact on worker productivity and human connection. Sean provides research on market sizing and forecasts, product and service evaluations, and end user/buyer insight.

Sean is a trusted advisor to and assists industry vendors and enterprises with workplace communications and collaboration strategies, market entry and product assessment, product portfolio analysis, and sales enablement services.

Prior to Wainhouse, now a part of The Futurum Group, Sean was the Chief Product Officer at PGI, owning the product strategy and roadmap for a full suite of B2B and B2B2C SaaS communications products including an enterprise grade phone system, audio meetings, video meetings, messaging, video webinars, high touch attended audio conferences and massively scaled video webcasts.

Sean holds a Bachelor of Science in International Business from University of Colorado, Boulder.


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