WebRTC Summit Authors: Jayaram Krishnaswamy, Carmen Gonzalez, Elizabeth White, Rich DeFabritus, Liz McMillan

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Telco vs OTT - Communication Services

The opportunities for telcos and their relationships with the OTTs are examined and analysed

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

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