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State of the Union: ConvTech, From Communications to Conversations, Alan Quayle, TADSummit 2018


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State of the Union: ConvTech, From Communications to Conversations
Alan Quayle

Programmable telecoms has created new markets with $100B+ in annual revenues. While significantly lowering service costs, improving the operations of many businesses, and simply making life better for most people in the world. This value creation was not possible within legacy ecosystems, rather without.

The term FinTech, once called Digital Banking (and Finance and Insurance), has gripped the broader business community. While we continue to sing to the choir in Programmable Telecoms. We must find a compelling rallying cry, as what we’re doing is important and changing the world.

We are a diverse group of people from around the world redefining telecoms using modern technologies (APIs, open source, web3, webRTC, cloud) for new and old service providers, and the end consumers/enterprises.

Terms like CPaaS, Cloud Communications, Programmable Telecoms, UCaaS, WebRTC, CCaaS, telecom APIs, while meaningful inside the industry, have not inspired the broader business community (VCs, start-ups, investors, press).

We’re proposing using a simple term: ConvTech, short for Conversation Technology. Recognizing the move from communications to conversations between people and things. A conversation is an exchange of information between two parties (humans or machines).

ConvTech covers UCaaS, CPaaS, CCaaS, telecom APIs, chat and chatbots, video communications, conferencing, workflow, etc. ConvTech is causing the disruption of the $250B enterprise telecoms market, moving it mostly to the cloud and internet.

We're going to review the landscape, market sizes, and state of play across this broad and relatively unrecognized category and some of the adjacent categories that for simplicity we group under the category of ConvTech.

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State of the Union: ConvTech, From Communications to Conversations, Alan Quayle, TADSummit 2018

  1. 1. State of the Union: Programmable Telecoms
  2. 2. We’ve seen quite a few transactions of late…
  3. 3. Amongst the TADS Sponsors
  4. 4. And the rest of the market…
  5. 5. Somedays it feels like a never ending game of musical chairs…
  6. 6. Does Programmable Telecoms Exist?
  7. 7. CPaaS, UCaaS, CCaaS, open source telecom software, CPaaS enablers, Multi-Factor Authentication / Instant Authentication, Telecom APIs, WebRTC, Cloud Communications, CPaaS enabled services, omnichannel, telecom infrastructure as code, telecom service dashboards, the myriad of UIs making APIs and enablers and services useable beyond coders. The Acronym Soup / Lead by Examples Definition
  8. 8. The Architectural Definition
  9. 9. If its Telecom related, and its programmable / configurable its Programmable Telecoms. Here’s a Potted History programmable-telecoms/ The KISS Definition
  10. 10. Yes, Programmable Telecoms Exists. And its getting Democratized!
  11. 11. Then How Big Is It?
  12. 12. CPaaS (voice and messaging) $8B by 2021, 57% CAGR UCaaS estimate $33B by 2021 CAGR 11% SIP Trunking US $5.5B (2021), Global $11B, CAGR 14% CCaaS estimate $18B (2021) CAGR 25% A2P SMS Market estimates vary greatly from $12B to $60B with CAGR - 10% to 40%. CPaaS estimates do not include legacy SMPP deals. We’re taking the lower estimate of $12B, and this may be high. Global Mobile Authentication (MFA) $11B, 18% CAGR Mobile Marketing, IoT, enterprise telecoms, collaboration, charging payments and wallets, +++ >$100B in 2021
  13. 13. $100B per year! <evil laugh>
  14. 14. $8B $1B $7B
  15. 15. To paraphrase Thomas Howe’s quote: “Programmable Telecoms is the essential spice of every ecosystem.”
  16. 16. By the numbers • 5 TADHack Global • 8 TADHack-mini • 44+ countries including: Argentina, Australia, Bangladesh, Belgium, Bulgaria, Brasil, Canada, China, Colombia, Costa Rica, Czech Republic, France, Germany, Greece, India, Indonesia, Ireland, Israel, Italy, Japan, Mexico, Malaysia, Netherlands, New Zealand, Nigeria, Norway, Pakistan, Philippines, Poland, Portugal, Romania, Russia, Singapore, Slovakia, South Africa, Spain, Sri Lanka, Sweden, Turkey, UK, Ukraine, Uruguay, USA, Zambia. • 100+ cities • 11,400 Registrations • 1000+ pitches
  17. 17. By the numbers • $250k+ distributed in prize money • $100k in additional goodies and vouchers • 84 sponsors • 150+ partners including 16 Universities • 700+ YouTube videos with >200k minutes of viewing, some videos have been viewed over 5000 times. • 1 million tweet impressions • 11 companies founded • 46 people we know we’ve helped with their job search, plus 100s more add TADHack to their resume and LinkedIn profile • 19 services launched into communities • People from ages 14 to 85 have taken part in TADHack!
  18. 18. 2014
  19. 19. 2015
  20. 20. 2016
  21. 21. 2017
  22. 22. 2018
  23. 23. BUT… • We're the choir • Of course WE get it, that’s why we’re here • But why don't others? o Why do we struggle in some markets to attract people to TADHack, and therefore to the programmable telecoms community o Gathering TADHack Global sponsors this year felt for Alan like drawing blood from a stone, and 2 just dropped out after CEO commitment What do you think?
  24. 24. BUT… • Why do - outside of Twilio, other CPaaS poviders, and a few OpCos like IdeaMart, MTN, etc. – most major OpCo's suck at developer engagement for over 2 decades? What do you think?
  25. 25. BUT… • How do we create a buzz around our category like FinTech? o How do we attract more of the startup communities, the investor communities, and indeed some more sponsors for TADSummit / TADHack from large players? o The Financial types and large / legacy players are making a killing in our category because its undervalued o In AI, teams are being bought for multiple billions with only professional services revenues masquerading and recurring revenues What do you think?
  26. 26. BUT… • Do we need a good PR? An industry body? o There are lots of dysfunctional contenders: CCA, TMF, MEF, etc. • Am I the only APAC guy to come to TADSummit again? What do you think?
  27. 27. BUT… • Is it the name? o Programmable Telecoms o Telecom Application Development o Cloud Communications o Telecom APIs o Communication APIs / CPaaS • They’ve simply not struck a broader cord, would something like o Conversation Technology o ConvTech What do you think?
  28. 28. BUT… • Should we simply let this category trundle along as is, letting the legacy players harvest what we’ve sown… What do you think?
  29. 29. Action on Alan: Create a TADS250