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By The Numbers: CPaaS, UCaaS, CCaaS Landscapes and Market Sizing

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Alan Quayle, Independent
We’re entering a new phase in the democratization of telecoms. Communications is now programmable, its revolutionizing the $2.2T telecoms industry. Enterprises large and small, governments, local businesses, hospitals, dentists, web companies, garden centers are all using communications in new ways improve their operations and customers’ experiences. There are hundreds of companies around the world that are helping businesses use programmable telecoms.
The aim of this session is to provide an open, independent, and industry-wide review of the impact of programmable telecoms on business. We will cover CPaaS (Communications Platform as a Service), UCaaS (Unified Communications Platform as a Service, AKA virtual or cloud PBX), CCaaS (Contact Center as a Service), open source telecom software, authentication and customer experience, omni-channel customer communications, WebRTC (Web Real Time Communications) and much more reviewing the landscape and market sizes.

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By The Numbers: CPaaS, UCaaS, CCaaS Landscapes and Market Sizing

  1. 1. By The Numbers: CPaaS, UCaaS, CCaaS Landscapes and Market Sizing
  2. 2. Disclaimer 1. This is a work in progress. If you see any companies missing just let me know, thank you. 2. This is a rapidly shifting landscape, I guaranteed when you read this, it will be out of date. 3. Check out the slide’s notes field for commentary on each slide. 4. This is an attempt to map out the companies and technologies across CXTech: CPaaS, CCaaS, UCaaS, business messaging, in-app communications enablers, enterprise messaging, collaboration, and all the automation tech. 5. There’s an associated excel sheet with company details and revenue breakdowns, all based on my guestimates (unless the company is listed and provides breakdown). © Alan Quayle 2019
  3. 3. Public CPaaS Communication Enabling Software and Platforms / Open Source Projects Business Messaging In-App Communications Employee Communications. Unified Comms, business telephony, phone systems, messaging, collaboration Enterprise Channel (Gamma, WWT, Verizon, AT&T, etc) Customer Communications. Contact center, messaging, trust, .. CXTech Framework (Borders are not solid, lots of grey zones) Automation Technologies (bots, speech rec, analytics, workforce management, knowledge management, conversational interfaces, marketing automation) © Alan Quayle 2019
  4. 4. In App / Video Comms CPaaS / Messaging / Content / Payments CCaaSUCaaS Communication Enabling Software and Platforms Open Source Projects © Alan Quayle 2019
  5. 5. Open Source Projects Summary © Alan Quayle, 2019 2600Hz / Kazoo Refocused on CPaaS / UCaaS enabler with Kazoo Asterisk (Digium/Sangoma) Leading open source telecom app server, largest community easyRTC (Priologic Software) WebRTC toolkit suitable for building highly secure, WebRTC applications elastix (3CX) UC wrap including Asterisk, FreePBX, HylaFAX, Openfire and Postfix. FreePBX (Sangoma) open source GUI (graphical user interface) that controls and manages Asterisk FusionPBX FreeSWITCH GUI (Graphical User Interface) for PBX, carrier grade switch, call center server, fax server, voip server, voicemail server, conference server, voice application server, appliance framework and more HOMER (qxip) SIP Capture system and Monitoring Application Janus (Meetecho) lightweight (written in C) WebRTC Gateway jitsi.org (8X8) JavaScript WebRTC application and can be used for videoconferencing Kamailio (Astipo + many more) SIP server for building SIP services such as a SIP proxy, SIP Presence Server, SIP location server (direct competitor to OpenSIPS) Kurento (Twilio) WebRTC media server. Bought by Twilio, code still available. mediasoup Open Source WebRTC SFU for Node.js. mediasoup is a low level component to build multi-party video conferencing applications. Medooze SIP Video Multiconference Media Server with WebRTC support. openSIPS (OpenSIPS Solutions) SIP proxy/server for voice, video, IM, presence (direct competitor to Kamailio) RTPProxy (Sippy Software) Sippy RTPproxy is a high-performance software proxy server for RTP streams that works together with OpenSIPS. Typical scenarios where RTPproxy needs to be used are NAT traversal or network bridging Signalwire / FreeSWITCH Telecom application server for real-time communication, WebRTC, telecommunications, video and Voice over Internet Protocol (VoIP) SIP3 (SIP3) RTC and VoIP traffic monitoring & analysis sipXcom (eZuce) Unified communications solution. Plug & play management system. Installation and configuration is automated and GUI based, phones from over 10 manufacturers are plug & play managed including auto-discovery, full configuration, directory management, speed dial, BLF, and firmware management, and users are provided with a Web portal for self-service administration. Telestax / Restcomm Enabler transitioning from opensource project / services to cloud based enabler VICIdial (VICIDial group) VICIdial is an enterprise class, open source, call center suite in use by many large call centers Wazo Fork from XiVO, focused CPaaS / UCaaS enabler WebRTC (Google + lots of others) provides browsers and mobile applications with Real-Time Communications (RTC) capabilities via simple APIs.
  6. 6. Public CPaaS – those that identify as + do more than SMS © Alan Quayle 2019
  7. 7. Public CPaaS 2018 Revenue2019 Growth2020 Growth2021 Growth2022 Growth SIP Trunking Core API / Aggregation / Routing (voice and messaging) / minutes and messages / IVR / VASBusiness Messaging / Marketing2FA / Identity / Authenitcation / Fraud ManagementIoT CCaaS (Customer Comms / Collab - voice & video / chat)UCaaS (Employee Comms / Collab / messagEmployees Simple Descrip 2600Hz / Kazoo 10 30% 30% 25% 25% 10% 70% 20% 40 Refocused on C 46elks 8 25% 25% 20% 20% 100% 8 Swedish CPaaS Aculab 25 25% 25% 20% 20% 40% 20% 10% 15% 15% 80 Long establishe AeriaLink 5 45% 45% 40% 40% 60% 40% 20 Landline messa Amazon 180 75% 70% 65% 60% 50% 20% 20% 10% 145 Simple Notifict Apeiron (bought 2019 Konatel) 2 40% 40% 35% 35% 100% 3 Couple of years Apifonica (Dzinga) 10 35% 35% 35% 35% 15% 65% 20% 25 European CPaa aql 20 35% 35% 35% 35% 60% 20% 10% 10% 80 Long establishe babl.biz 10 35% 35% 35% 35% 20% 60% 20% 20 UK-based CPaa Bandwidth 165 30% 30% 25% 25% 20% 75% 5% 400 NAR-focused vo BrightLink 20 40% 40% 35% 35% 10% 20% 35% 35% 30 Cloud based PB Callfire 25 40% 40% 35% 35% 100% 90 Voice/SMS cus Callr 5 35% 35% 35% 35% 15% 75% 10% 8 Paris-based CPa Cequens 45 35% 35% 35% 35% 10% 30% 45% 5% 5% 5% 125 MEA focus Cloudonix 1 100% 80% 70% 60% 100% Cloud based As CM 25 20% 20% 15% 15% 40% 50% 10% 100 Dutch Business CYDNE 15 35% 35% 30% 30% 65% 25% 10% 80 Notification ser Exotel 15 35% 35% 35% 35% 100% 120 India based CPa Flowroute (West) 15 35% 35% 35% 30% 40% 60% 50 NAR-focused S FoneDynamics 5 25% 25% 25% 25% 100% 20 Australian CPaa hoiio 25 65% 65% 60% 55% 20% 60% 20% 45 Singapore base Infobip 400 10% 10% 10% 10% 25% 65% 10% 1800 Original A2P SM Intelepeer 170 25% 25% 25% 25% 20% 30% 15% 10% 15% 10% 240 CPaaS products Kaleyra 100 20% 20% 20% 20% 10% 40% 40% 10% 200 Roll up of busin Messagebird 95 40% 40% 35% 35% 15% 60% 15% 10% 180 Dutch aggregat MITTO 30 45% 45% 45% 45% 90% 10% 50 Swiss based B2 Mobtexting 10 25% 25% 25% 25% 40% 50% 10% 50 Indian business NTH 5 25% 25% 25% 25% 60% 40% 25 GUI based CPaa Plivo 32 40% 40% 40% 40% 15% 65% 10% 180 Voice/SMS API PlumVoice 20 30% 30% 30% 30% 70% 20% 10% 60 Cloud IVR expa Bottom-up Build of Market Size Yes, I know these growth figures are conservative compared to your business plan, but reality!
  8. 8. CPaaS Market Sizing 0 2000 4000 6000 8000 10000 12000 14000 16000 2018 2019 2020 2021 2022 Public CPaaS Revenues SIP Trunking Core API Business Messaging Authenitcation IoT CCaaS UCaaS Total IDC Market size estimate is $2B in 2017, $11B in 2022
  9. 9. And for fun I also did the Telco CPaaS 0 2000 4000 6000 8000 10000 12000 14000 16000 2018 2019 2020 2021 2022 Public CPaaS Revenues SIP Trunking Core API Business Messaging Authenitcation IoT CCaaS UCaaS Total IDC Market size estimate is $2B in 2017, $11B in 2022 0 100 200 300 400 500 600 2018 2019 2020 2021 2022 Telco Public CPaaS Revenues
  10. 10. And I also did the CPaaS Enabler Revenues 0 100 200 300 400 500 600 2018 2019 2020 2021 2022 Telco Public CPaaS Revenues 0 50 100 150 200 250 300 2018 2019 2020 2021 2022 CPaaS Enabler Revenues
  11. 11. © Alan Quayle 2019 Business Messaging – SMS Focused
  12. 12. Business Messaging Market Sizing 0 1000 2000 3000 4000 5000 6000 7000 8000 2018 2019 2020 2021 2022 Business Messaging BM Focused Total inc CPaaS
  13. 13. In App Comms (plus example of gray zone) © Alan Quayle 2019 In App Marketing Automation Retention Engagement Analytics (messaging/comms) e.g. leanplum, iterable App Development (messaging/comms) e.g. Firebase GrayZone
  14. 14. In-App Market Sizing 0 100 200 300 400 500 600 700 2018 2019 2020 2021 2022 In App Comms Revenues
  15. 15. Employee Communications UC, business telephony, phone systems Messaging and collaboration © Alan Quayle 2019
  16. 16. 2018 revenue either published or guestimate Growth either based on published #s or guestimate %aaS / hosted guestimate Employees based on published numbers or guestimate Employee Communications % aaS (includes hosted) UC / Enterprise Telephony 2018 Revenue2019 Growth2020 Growth2021 Growth2022 Growth 3CX 22 25% 25% 25% 25% 10% 4Com 20 20% 20% 15% 15% 15% 8X8 280 20% 20% 20% 20% 100% Aircall 18 55% 50% 45% 40% 100% ALU Enterprise / Sipwise 380 0% 0% 0% 0% 10% Amazon Chime 25 45% 45% 45% 45% 100% AMP Telecom 1 20% 20% 20% 20% 100% Audiocodes 50 10% 10% 10% 10% 20% Avaya 1200 -10% -10% -10% -10% 5% Birchills Telecom 1 10% 10% 10% 10% 100% Blueface / Star2Star 260 20% 20% 20% 20% 15% Broadview / Windstream Enterprise 220 0% 0% 0% 0% 10% Broadvoice 45 15% 15% 15% 15% 50% Centile (part of Within Reach) 15 20% 20% 20% 20% 100% Cisco 800 5% 5% 5% 5% 10% Crexendo 15 10% 10% 10% 10% 80% Dialpad 50 40% 40% 40% 40% 100% Digium 30 15% 15% 15% 15% 50% Dzinga 5 50% 50% 50% 50% 100% EvolveIP 55 25% 25% 25% 25% 80% Flat Planet Phone 1 15% 15% 15% 15% 100% Fuze 125 25% 25% 25% 25% 100% Grasshopper (bought by Citrix/GoTo) 30 15% 15% 15% 15% 100% Huawei 650 20% 20% 20% 20% 5% Intelepeer 180 20% 20% 15% 15% 80% Intermedia 125 10% 10% 10% 10% 50% Intulse 3 25% 25% 25% 25% 100% ipcortex (bought by Aerial Direct) inc Aerial Direct #s18 18% 18% 18% 18% 50% Jive Communications (bought by Citrix/GoTo)80 35% 35% 35% 35% 100% Magicjack (for business) 30 18% 18% 18% 18% 100% Megapath 32 15% 15% 15% 15% 35% Microsoft 700 20% 20% 20% 20% 20% MightyCall 20 15% 15% 15% 15% 100% Mission Labs (CircleLoop) 1 200% 150% 100% 80% 100% Mitel 300 10% 10% 10% 10% 20% Natterbox 15 35% 35% 35% 35% 100% NEC 230 5% 5% 5% 5% 5% net2phone 10 5% 5% 5% 5% 100% Nextiva 140 20% 20% 20% 20% 100% Univoip (OfficeConnect) 25 10% 10% 10% 10% 100% onsip 13 15% 15% 15% 15% 100% ooma 55 18% 18% 18% 18% 100%
  17. 17. UC Market Sizing 0 2000 4000 6000 8000 10000 12000 14000 16000 18000 2018 2019 2020 2021 2022 Enterprise Voice / UC Total Large Small • But wait a minute, UC market is $33B in 2021! – Telcos, mobile PBX, list is not complete (especially smaller players), doesn’t include channels margins – At least 50% of the UC market is up for grabs from the telcos! • Of small players approx 80% use open source telecom software, with Asterisk being the dominate project. Average age of companies is 6.5 years old. • For small players 50% of revenue is from cloud/hosted services – hybrid matters • For large players 30% is from cloud/hosted because legacy revenues tend to be on-prem
  18. 18. Disclaimer 1. This is a work in progress. If you see any companies missing just let me know, thank you. 2. This is a rapidly shifting landscape, I guaranteed when you read this, it will be out of date. 3. Check out the slide’s notes field for commentary on each slide. 4. This is an attempt to map out the companies and technologies across CXTech: CPaaS, CCaaS, UCaaS, business messaging, in-app communications enablers, enterprise messaging, collaboration. 5. There’s an associated excel sheet with company details and revenue breakdowns, all based on my guestimates (unless the company is listed and provides breakdown). © Alan Quayle 2019

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