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VoIP Has Just Begun Andy Randall VP of Marketing, MetaSwitch O C C A M  N E T W O R K S  U S E R  C O N F E R E N C E ,  S E P T E M B E R  7 – 1 1 ,  2 0 0 8
Broadband & VoIP Subscriber Growth DSL VoIP
Why Voice over IP? + + More Flexible More Efficient More Reliable
Why Voice over IP? + OpEx Revenue, Loyalty More Reliable More Flexible More Efficient
The First VoIP Wave: PC-to-PC
1995:  Microsoft introduces NetMeeting
10 million Xbox Live subscribers Source: Microsoft, July 2008
The Second Wave: PC-to-PSTN
 
$1.9 billion ,[object Object],Source: iLocus, March 4, 2008
0.03% ,[object Object],Source: Yankee Group
The Third Wave: Over-the-Top
 
May 19, 2005: “we require providers of interconnected VoIP service to provide E911 services to all of their customers”
Vonage Net Subscriber Additions 2,000 Source: Vonage SEC filings
 
The Fourth Wave:  Managed VoIP
 
10 million ,[object Object]
3.3 Million FTTH households Source: FTTH Council of North America, July 2008
The Next Battleground
 
Source: Heavy Reading, Cable vs. Telcos, July 2008 “ We have a market opportunity that rivals the size of our core video business” - Bill Stemper President, Comcast Business
[object Object],[object Object],[object Object],[object Object],Source: Heavy Reading, Cable vs. Telcos, July 2008
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Source: Comcast Q2 2008 Earnings Call
 
 
 
Wave 5: Convergence
Convergence Applications
Users value ,[object Object],[object Object]
Convergence: Phone + Web
Web 2.0 APIs Enable Voice 2.0 Services
Web 2.0 APIs Enable Voice 2.0 Services
The Browser is Becoming a Powerful Application Environment
Convergence: Phone + TV Calling… Calling…
Convergence on the Phone Screen ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Convergence with Speech Recognition
Five Waves of VoIP Services Convergence Managed VoIP Over the top VoIP PC-to-PSTN PC-to-PC 1995 2010
VoIP  Services  Have Only Just Begun Source: TeleGeography, September 2007 2005 2006 2007 2008 2009 2010 0% 10% 20% 30% 40% Europe U.S.
VoIP  Switching  Has Only Just Begun MetaSwitch Copper Com Taqua Lucent/ Telica Tekelec/ Santera Sonus Nortel CS2000 Cisco BTS Nortel CS1500 Siemens SURPASS 803 Source: LERG, March 2008
VoIP  Switches  Have Only Just Begun AXE EWSD GTD-5 DCO DMS-10 DMS 100/200 Nortel Remotes 5ESS All soft switches Source: LERG, March 2008
VoIP in the Carrier Network Core IMS-based Application Platforms Class 5 Replacement Class 5 Augmentation VoIP Gateways Class 4 Replacement / IP Tandem
What does this mean for my network? IP transport IP call control IP application server platform Voicemail FMC Web portal Video messaging
Conclusions: Like Broadband… ,[object Object]
Conclusions: Like Broadband… ,[object Object],[object Object]
Conclusions: Like Broadband… ,[object Object],[object Object],[object Object]
VoIP has just begun VoIP is here to stay VoIP services are evolving VoIP service delivery architectures will evolve Conclusions: Like Broadband…

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