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For IP Communications, Ubiquity is Dead Dean Bubley, Disruptive Analysis BICS Mobility in Action, Bruges, Oct 29 th 2013 [email protected] @disruptivedean

For IP Communications, Ubiquity is Dead

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Presentation on the fragmentation of voice, voice and messaging services in telecoms. Discusses the inevitable move from telephone calls to new forms of voice interaction, the importance of WebRTC and the irrelevance of new bureaucratic-driven telecom standards like RCS/joyn

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Page 1: For IP Communications, Ubiquity is Dead

For IP Communications, Ubiquity is Dead

Dean Bubley, Disruptive Analysis

BICS Mobility in Action, Bruges, Oct 29th 2013

[email protected] @disruptivedean

Page 2: For IP Communications, Ubiquity is Dead

About Disruptive Analysis

London-based analyst house & strategic consulting firm

Cross-silo, contrarian, visionary, independent

Advisor to telcos, vendors, regulators & investors

Covering VoIP since 1997 & 3G/4G mVoIP since 2007

Critic of RCS since 2008

Published report on “Telco-OTT Strategies”, Feb 2012

New report on WebRTC, Feb 2013

Workshops on Future of Voice & TelcoOTT

Twitter @disruptivedean Blog: disruptivewireless.blogspot.com

Copyright Disruptive Analysis Ltd 2013 October 2013

Page 3: For IP Communications, Ubiquity is Dead

Neuroscience explains reluctance to change

Predictable irrationality

Endowment effect

Optimism bias

Confirmation bias

Defence of belief systems

Copyright Disruptive Analysis Ltd 2013 Oct 2013

Page 4: For IP Communications, Ubiquity is Dead

Voice & messaging are fragmenting

Convergence

& standards

Fragmentation & differentiation

Telephony & SMS will continue to exist, but there will be NO

more standard, interoperable services

Page 5: For IP Communications, Ubiquity is Dead

Comforting myths

Copyright Disruptive Analysis Ltd 2013 October 2013

QoS is critical

Interoperability is essential

Minutes / messages = value

“Voice” = ubiquitous phone calls

Page 6: For IP Communications, Ubiquity is Dead

Uncomfortable reality

Copyright Disruptive Analysis Ltd 2013 October 2013

QoS is only sometimes critical

Interoperability is essential

for basic lowest-common

denominator services only

Intention & outcomes = value

Phone calls are

becoming less useful

Page 7: For IP Communications, Ubiquity is Dead

In the beginning – “Proxi-phone”

Near voice

Contextual

Managed interruptions

Background +/-

Sync + Async

Not “session” based

Etiquette, not regulation

Varying importance

Natural

Page 8: For IP Communications, Ubiquity is Dead

Old distant voice [Tele-phone]

Strictly session-based

Limited context

Background negative

One-size fits all

Unnatural etiquette

Heavily regulated

... but eventually ubiquitous

>100 years ago

Pretty good for the 19th century...

Page 9: For IP Communications, Ubiquity is Dead

“Hegemony

of the

caller”

... but really not good enough for 21st century

Page 10: For IP Communications, Ubiquity is Dead

Voice ≠ Telephony

• Now: 2G & 3G • Future: Smartphones & LTE

Voice

Telephony

Voice

Telephony

Video, context, sense Video

Gaming, CEBP,

surveillance, social

voice, TV voice etc

Voicemail

Conferencing

PTT

Copyright Disruptive Analysis Ltd 2013 October 2013

Comms moving “in-context”

Page 11: For IP Communications, Ubiquity is Dead

Fragmentation of communications models

Standalone calls

Non-call comms

Embedded app/web

calls

Copyright Disruptive Analysis Ltd 2013 Oct 2013

Circuit IP

Good to have “lowest

common denominator”

Ubiquity no/negative

benefit

Maybe ubiquitous

in a niche

Page 12: For IP Communications, Ubiquity is Dead

Intent & context....

Copyright Disruptive Analysis Ltd 2013 October 2013

Why do people make

phone calls (or send

messages, share media

or use video), anyway?

Page 13: For IP Communications, Ubiquity is Dead

Intention & purpose

Exchange information

Sell to a customer

Flirt

Manage staff

Gossip

Tell a story

Show off

Feel connected

Lie or pretend

Self-expression

Context

On the sofa

In a meeting

While online

Using an app

On the street

On public transport

In a bar

Multi-tasking

Duty

Concentrating

Copyright Disruptive Analysis Ltd 2013 October 2013

Page 14: For IP Communications, Ubiquity is Dead

1 OR 2 “UBIQUITOUS” SERVICES

CANNOT FULFILL ALL THESE

PURPOSES WELL

Copyright Disruptive Analysis Ltd 2013 October 2013

Page 15: For IP Communications, Ubiquity is Dead

Tools are cheap/free. So we pick the right ones

Copyright Disruptive Analysis Ltd 2013 October 2013

SMS

Page 16: For IP Communications, Ubiquity is Dead

So how important is quality?

Must have

Nice to have

Meh. I want free

I'll call back

% calls

Copyright Disruptive Analysis Ltd 2013 October 2013

Page 17: For IP Communications, Ubiquity is Dead

Beyond “the minute” as a metric & model

We don’t pay for movies or flights by the minute

Short calls often more valuable than long

Minutes = easy to count

Align pricing – and charging – with value

Needs creativity, on top of standards

Locks telecom industry to obsolete business model

Flat-rate at retail is popular, but wholesale?

Analytics? Cloud processing? Perceived importance?

Regulator mindset needs to shift too

Copyright Disruptive Analysis Ltd 2013 October 2013

Page 18: For IP Communications, Ubiquity is Dead

Service

Product

Feature

Function

Copyright Disruptive Analysis Ltd 2013 October 2013

Page 19: For IP Communications, Ubiquity is Dead

Design & software simpler via the Web

Copyright Disruptive Analysis Ltd 2013 Oct 2013

Page 20: For IP Communications, Ubiquity is Dead

For telcos WebRTC is really a magnifier/catalyst

Now

With WebRTC

Bigger opportunities

Worse threats

Faster speed Copyright Disruptive Analysis Ltd 2013 October 2013

Page 21: For IP Communications, Ubiquity is Dead

Ubiquity is dead. And that’s a good thing.

Copyright Disruptive Analysis Ltd 2013 October 2013

We’re getting closer to

communications services

& applications meeting

our real human needs

We’ll still need lowest-

common denominator phone

calls & maybe SMS & email.

But that’s it for ubiquity.

Page 22: For IP Communications, Ubiquity is Dead

Copyright Disruptive Analysis Ltd 2013 October 2013

For WebRTC report & quarterly update

details email information@disruptive-

analysis.com

Page 23: For IP Communications, Ubiquity is Dead

www.disruptive-analysis.com

disruptivewireless.blogspot.com

@disruptivedean

[email protected]

Skype:disruptiveanalysis

Copyright Disruptive Analysis Ltd 2013 October 2013