Primer: Avaya Holdings Corp (AVYA US) - Dec 2025
Avaya has emerged from its second Chapter 11 bankruptcy (May 2023) as a private entity with a significantly deleveraged balance sheet, having...
165 Views
AVYA: Burning Thru Cash, Sell
AVYA is now expecting to burn through greater amount of cash this year and it could be couple more quarters after the current fiscal year to reach...
263 Views
Cheapness still in cyclical names
You know how they say how the phrase “this time is different” is expensive? The problem with this phrase is, at what time scale do you measure the...
387 Views
AVYA: Sales Slipped, ARR Grew
AVYA had several sales slip into January where March quarter revenue is now expected to increase. AVYA is reiterating its full year outlook, but...
341 Views
AVYA: ARR Growth Continues
Annual recurring revenue ("ARR") continues to pace at the rate management had projected setting up a scenario where ARR could reach $1 billion by...
198 Views