Q2 sales will lack both plan and the latest exec forecasts. Substantially. SVP of sales and several Director / Sr. Directors in sales will finally be fired in August. Not for missing the target, but for missing their own forecasts now several quarters in a row.
ARR in the current quarter will shrink vs end of previous quarter (for the first time). That will be the catalyst for the bigger changes:
KKR will continute to re-shuffle the board to drive more accountability.
CEO still believes that "product is fine, everything else is the problem". He'll be fired, too. Timing just depends on interim and long-term succession plan. Nobody will miss him as he's been over-promising on outside investment / recapitalization / acquisition and under-delivering.
Once that happens, the power center of gravity will shift away from product groups. Don't need as many PMs and engineers if the goal is no longer just growth (which has been embarassingly lacking). PE firms are happy with high profitability / low growth or lower profitability with higher growth (rule of 40). Any combination works for them long term and the company will be reconfigured to set and maintain the direction.
All of this will be disruptive, causing more internal power fights. Good people will leave for better opportunities (which exist for them) why others will be RIF'ed in certain areas. That will leave the company with lower cost, but also understaffed in important areas. That imbalance will prolong recovery time.
In short - long term (18 months+), Omnissa will be fine.
Short term (12-18 months), it's going to get ugly. Opportunities for smart people to navigate the disruption.
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