|By Pat Romanski||
|January 3, 2014 07:15 AM EST||
This insight looks into the developments of communication services, from various angles such as voice, video, messaging and social networks. It includes market figures and forecasts for the US and EU5, assessing the real impacts (or lack of it) of OTTs on what is predominantly a telco market. The opportunities for telcos and their relationships with the OTTs are examined and analysed.
This deliverable is part of the Telco vs OTT watch which covers half-yearly updated datasets- Half-yearly updated status reports, a Net Neutrality benchmark on 15 countries and 3-sided business models report, quarterly market insights, and direct access to lead OTT analysts
2. Main concepts of communication services 7
2.1. Communication service segments 7
2.1.1. Voice (including video) 7
2.1.2. Messaging 8
2.1.3. Social networks 8
2.2. Communication services pricing models 9
3. Communication Markets 10
3.1. Voice 10
3.1.1. Market size 10
3.1.2. Market structure and ecosystem 10
3.2. Messaging 11
3.2.1. Market size 11
3.2.2. Market structure and ecosystem 11
3.3. Social networks 12
3.3.1. Market size 12
3.3.2. Market structure and ecosystem 13
4. Telcos and OTT strategies 15
4.1. Overview 15
4.2. OTT players 16
4.2.1. Facebook 17
4.2.2. Google 19
4.2.3. Apple 20
4.2.4. Microsoft (Skype) 22
4.2.5. WhatsApp 24
4.2.6. LINE 25
4.3. Telcos 26
4.3.1. Orange 27
4.3.2. Telefónica 29
4.3.3. BT 30
4.3.4. T-Mobile 31
4.3.5. Verizon 33
4.3.6. Joyn (by the GSMA) 33
5. Communication services and three-sided business models 35
5.1. Direct Competition 35
5.2. OTT as intermediary between users and others 36
5.3. Cooperation between telcos and large OTTs 37
5.4. Transformation of telcos into OTTs 38
5.5. Telcos as intermediary between users and large OTTs 39
5.6. Telcos as intermediary between users and others 39
5.7. Conclusions 41
6. Appendix 43
6.1. Beyond two-sided models: three-sided models! 43
6.1.1. OTT as intermediate between 'users' and 'others' 44
6.1.2. Cooperation between telcos and large OTTs 45
6.1.3. Transformation of telcos into OTTs 46
6.1.4. Telco as intermediary between 'users' and large OTTs 46
6.1.5. Telco as intermediary between 'users' and 'others' 47
Table 1: Payment services provided by OTT and telcos 15
Table 2: Monthly active users of OTT communication services 16
Table 3: Telco positioning on offering beyond traditional communication 27
SYS-CON Events announced today that Cloudian, Inc., the leading provider of hybrid cloud storage solutions, has been named “Bronze Sponsor” of SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Cloudian is a Foster City, Calif.-based software company specializing in cloud storage. Cloudian HyperStore® is an S3-compatible cloud object storage platform that enables service providers and enterprises to build reliable, affordable and scalable hybrid cloud storage solutions. Cloudian actively partners with leading cloud computing environments including Amazon Web Services, Citrix Cloud Platform, Apache CloudStack, OpenStack and the vast ecosystem of S3 compatible tools and applications. Cloudian's customers include Vodafone, Nextel, NTT, Nifty, and LunaCloud. The company has additional offices in China and Japan.
Jul. 28, 2014 04:10 PM EDT Reads: 507
After a couple of false starts, cloud-based desktop solutions are picking up steam, driven by trends such as BYOD and pervasive high-speed connectivity. In his session at 15th Cloud Expo, Seth Bostock, CEO of IndependenceIT, cuts through the hype and the acronyms, and discusses the emergence of full-featured cloud workspaces that do for the desktop what cloud infrastructure did for the server. He’ll discuss VDI vs DaaS, implementation strategies and evaluation criteria.
Jul. 28, 2014 09:00 AM EDT Reads: 1,425
SYS-CON Events announced today that Esri has been named “Bronze Sponsor” of SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Esri inspires and enables people to positively impact the future through a deeper, geographic understanding of the changing world around them. For more information, visit http://www.esri.com.
Jul. 28, 2014 08:53 AM EDT Reads: 667
Cloud computing started a technology revolution; now DevOps is driving that revolution forward. By enabling new approaches to service delivery, cloud and DevOps together are delivering even greater speed, agility, and efficiency. No wonder leading innovators are adopting DevOps and cloud together! In his session at DevOps Summit, Andi Mann, Vice President of Strategic Solutions at CA Technologies, will explore the synergies in these two approaches, with practical tips, techniques, research data, war stories, case studies, and recommendations.
Jul. 28, 2014 08:45 AM EDT Reads: 1,495
Cloud Computing is evolving into a Big Three of Amazon Web Services, Google Cloud, and Microsoft Azure. Cloud 360: Multi-Cloud Bootcamp, being held Nov 4–5, 2014, in conjunction with 15th Cloud Expo in Santa Clara, CA, delivers a real-world demonstration of how to deploy and configure a scalable and available web application on all three platforms. The Cloud 360 Bootcamp, led by Janakiram MSV, an analyst with Gigaom Research, is the first bootcamp that introduces the core concepts of Infrastructure as a Service (IaaS) based on the workings of the Big Three platforms – Amazon EC2, Google Compute Engine, and Azure VMs. Bootcamp attendees will get to see the big picture and also receive the knowledge needed to make the best cloud decisions for their business applications and entire enterprise IT organization.
Jul. 28, 2014 01:30 AM EDT Reads: 1,993
The Internet of Things promises to transform businesses (and lives), but navigating the business and technical path to success can be difficult to understand. In his session at 15th Internet of @ThingsExpo, Chad Jones, Vice President, Product Strategy of LogMeIn's Xively IoT Platform, will show you how to approach creating broadly successful connected customer solutions using real world business transformation studies including New England BioLabs and more.
Jul. 27, 2014 11:45 PM EDT Reads: 2,552
“Distrix fits into the overall cloud and IoT model around software-defined networking. There’s a broad category around software-defined networking that’s focused on data center, and we focus on the WAN,” explained Jay Friedman, President of Distrix, in this SYS-CON.tv interview at the Internet of @ThingsExpo, held June 10-12, 2014, at the Javits Center in New York City. Internet of @ThingsExpo 2014 Silicon Valley, November 4–6, at the Santa Clara Convention Center in Santa Clara, CA, will feature technical sessions from a rock star conference faculty and the leading IoT industry players in the world.
Jul. 27, 2014 11:45 PM EDT Reads: 2,589
Scott Jenson leads a project called The Physical Web within the Chrome team at Google. Project members are working to take the scalability and openness of the web and use it to talk to the exponentially exploding range of smart devices. Nearly every company today working on the IoT comes up with the same basic solution: use my server and you'll be fine. But if we really believe there will be trillions of these devices, that just can't scale. We need a system that is open a scalable and by using the URL as a basic building block, we open this up and get the same resilience that the web enjoys.
Jul. 27, 2014 11:00 PM EDT Reads: 2,111
“The Internet of Things is a wave that has arrived and it’s growing really fast. The concern at Aria Systems is making sure that people understand the ramifications of their attempts to monetize whatever it is they build on the Internet of Things," explained C Brendan O’Brien, Co-founder and Chief Architect at Aria Systems, in this SYS-CON.tv interview at the Internet of @ThingsExpo, held June 10-12, 2014, at the Javits Center in New York City. Internet of @ThingsExpo 2014 Silicon Valley, November 4–6, at the Santa Clara Convention Center in Santa Clara, CA, will feature technical sessions from a rock star conference faculty and the leading IoT industry players in the world.
Jul. 27, 2014 09:00 PM EDT Reads: 2,303
The Internet of Things is a natural complement to the cloud and related technologies such as Big Data, analytics, and mobility. In his session at Internet of @ThingsExpo, Joe Weinman will lay out four generic strategies – digital disciplines – to exploit emerging digital technologies for strategic advantage. Joe Weinman has held executive leadership positions at Bell Labs, AT&T, Hewlett-Packard, and Telx, in areas such as corporate strategy, business development, product management, operations, and R&D.
Jul. 21, 2014 11:17 AM EDT Reads: 1,956
SYS-CON Events announced today that DevOps.com has been named “Media Sponsor” of SYS-CON's “DevOps Summit at Cloud Expo,” which will take place on June 10–12, 2014, at the Javits Center in New York City, New York. DevOps.com is where the world meets DevOps. It is the largest collection of original content relating to DevOps on the web today Featuring up-to-the-minute news, feature stories, blogs, bylined articles and more, DevOps.com is where the thought leaders of the DevOps movement make their ideas known.
Jul. 20, 2014 03:00 PM EDT Reads: 1,746
There are 182 billion emails sent every day, generating a lot of data about how recipients and ISPs respond. Many marketers take a more-is-better approach to stats, preferring to have the ability to slice and dice their email lists based numerous arbitrary stats. However, fundamentally what really matters is whether or not sending an email to a particular recipient will generate value. Data Scientists can design high-level insights such as engagement prediction models and content clusters that allow marketers to cut through the noise and design their campaigns around strong, predictive signals, rather than arbitrary statistics. SendGrid sends up to half a billion emails a day for customers such as Pinterest and GitHub. All this email adds up to more text than produced in the entire twitterverse. We track events like clicks, opens and deliveries to help improve deliverability for our customers – adding up to over 50 billion useful events every month. While SendGrid data covers only abo...
Jul. 20, 2014 02:00 PM EDT Reads: 2,423
SYS-CON Events announced today that the Web Host Industry Review has been named “Media Sponsor” of SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Since 2000, The Web Host Industry Review has made a name for itself as the foremost authority of the Web hosting industry providing reliable, insightful and comprehensive news, reviews and resources to the hosting community. TheWHIR Blogs provides a community of expert industry perspectives. The Web Host Industry Review Magazine also offers a business-minded, issue-driven perspective of interest to executives and decision-makers. WHIR TV offers on demand web hosting video interviews and web hosting video features of the key persons and events of the web hosting industry. WHIR Events brings together like-minded hosting industry professionals and decision-makers in local communities. TheWHIR is an iNET Interactive property.
Jul. 20, 2014 09:15 AM EDT Reads: 1,930
SYS-CON Events announced today that O'Reilly Media has been named “Media Sponsor” of SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. O'Reilly Media spreads the knowledge of innovators through its books, online services, magazines, and conferences. Since 1978, O'Reilly Media has been a chronicler and catalyst of cutting-edge development, homing in on the technology trends that really matter and spurring their adoption by amplifying "faint signals" from the alpha geeks who are creating the future. An active participant in the technology community, the company has a long history of advocacy, meme-making, and evangelism.
Jul. 19, 2014 10:00 AM EDT Reads: 1,905
SYS-CON Events announced today that Verizon has been named “Gold Sponsor” of SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Verizon Enterprise Solutions creates global connections that generate growth, drive business innovation and move society forward. With industry-specific solutions and a full range of global wholesale offerings provided over the company's secure mobility, cloud, strategic networking and advanced communications platforms, Verizon Enterprise Solutions helps open new opportunities around the world for innovation, investment and business transformation. Visit verizonenterprise.com to learn more.
Jul. 18, 2014 11:00 AM EDT Reads: 1,915
- WebRTC Business Models: Building a Web-Based Telecom Co
- WebRTC Summit Silicon Valley Call for Papers Now Open
- The Promise of a Paradigm Shift in B2C Customer Communications
- Practical WebRTC: From API to Solution
- WebRTC and The Remote Workforce Trend
- 3rd International WebRTC Summit Names Peter Dunkley "Summit Chair"
- Chris Matthieu Named "Tech Chair" of Internet of @ThingsExpo
- Identity Management and WebRTC
- WebRTC Summit at Cloud Expo Agenda Announced
- 2nd WebRTC Summit Registration Now Open
- Survey Finds Large Enterprises Adopting WebRTC
- Building Video Calling with PubNub and WebRTC
- Best Open Cloud for IoT Solution @ThingsExpo 2014
- TokBox Launches WebRTC Support
- WebRTC Summit Sponsorship Opportunities Announced
- WebRTC Business Models: Building a Web-Based Telecom Co
- WebRTC Summit Power Panel: The Future of WebRTC
- WebRTC Summit Silicon Valley Call for Papers Now Open
- Telepresence Options Launches WebRTC News And Resource Website
- 4.7 Billion Mobile WebRTC Devices by 2018