Internet Communications: A Look Ahead
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The document discusses opportunities for internet communications going forward. It notes successes in enterprise IP telephony adoption, cable IP telephony subscribers, and growth in registered Skype users. It sees opportunities in video communications increasing, the rise of smartphones enabling mobile VoIP, and the line between the web and real-time communications fading as voice and video become integrated into web applications. The future web will have a voice as these technologies converge to make the browser a universal client for collaborative, real-time communication.
Internet Communications: A Look Ahead
- 1. Internet Communications: A Look AheadJonathan RosenbergChief Technology Strategist
- 3. Successes ofYesterday49%Percentage of 2009 PBX line sales that are IP.EnterpriseSource: Dell’Oro
- 5. Successes ofYesterday16.5MNumber of US homes utilizing cable IP telephonyEnterpriseCableSource: MediaCensus
- 7. Successes ofYesterday521MNumber of registered Skype Users at end of Q309EnterpriseCableConsumerDesktop
- 8. Successes ofYesterday41%Y2Y growth in registered Skype users as of Q209EnterpriseCableConsumerDesktop
- 9. Successes ofYesterday12%In 2009Enterprise8%Percentage of ILD traffic worldwide over Skype in 2008CableConsumerDesktopSource: Telegeography
- 10. Successes ofYesterday27.7BS2S minutes inQ309Enterprise71%IY2Y Increase from 2008CableConsumerDesktop
- 13. Video – Why Now?
- 14. Video – Why Now?
- 15. Video – Why Now?
- 16. Video – Why Now?
- 17. placeholder graphic34%of Skype to Skype callsInclude Video
- 19. 38%in 201315%of the mobile phones sold worldwide in 2008 were smartphonesSource: Informa Telecoms & Media, 2009
- 20. 100MLTE subscribers by 2014Source: Juniper Research
- 21. 90%in 201445%WiFi attach rate in smartphones in 2009 Source: ABI Research
- 22. Mobile VoIP: A Perfect StormWifiMobileVoIPSmartphonesApp Stores3g/4g
- 23. Skype partnership with Hutchison 33 Skypephone500K units sold, one of the most popular pre-pay handsets for 3
- 24. 20% higher margin than average PAYG user on 3
- 25. 79% of customers are new to 3
- 26. 500M+ free Skype-to-Skype minutes on the 3 UK network since November 2006
- 27. 1.7M free Skype-to-Skype minutes carried over 3 UK's network each day in August 2009
- 28. 150M+ free Skype conversations on the 3 UK network since November 2006 The Line Between the Web and Real-Time Communications is FadingSocial Networking = Person to PersonIM in the BrowserWave and Real-Time TextVoice and Video in HTML5Web Apps as Interactive as Desktop
- 29. The Web of Tomorrow will Have a VoiceVoice and Video Seamlessly IntegratedWeb Applications Become Collaborative“Voice Connect” bridges communications into 3rd party appsThe Browser is the Universal Client
Editor's Notes
- #3: New year – new decade – opportunity for introspection and for looking forward. What have been industry’s successes so far?Voice: this has been our focus – and the industry has succeeded in delivering a narrowband voice experience everywhere. Yesterday also saw the beginnings of wideband voice. Skype led this – bringing wideband to all our 500M registered users. Others came along too. We’re seeing usage in other desktop apps and within enterprises too, but its far from ubiquiitous.Enterprise: VoIP has been a shining success here. XX% of new product sales into enterprise are voip and not TDM, install base is XX% voip, expecting to be XX% by year DDDD. Market leader Cisco is all IP. Cable: VoIP has made great inroads in cable – part of triple play, focused on cost savings. Invisible to users, but there are XX millions of US users with voip in the home from cable operators (not sure I can get number).Consumer Desktop: Huge usage of VoIP on the desktop by application providers. Skype again has led here – 520M users, 27.7billion S2S minutes Q309. Market here driven primarily by app providers – Skype, Google, Microsoft.Backhaul: The biggest usage of VoIP so far – inivisble to users, the glue between networks. One piece of evidence – <next slide>