The document discusses the competition between Rich Communication Services (RCS) and Over-The-Top (OTT) messengers, highlighting that OTT messengers dominate messaging volume and retain customers effectively. Carriers blame OTT messengers for losses in SMS revenue and promote RCS, which struggles with interoperability and user confusion. Ultimately, the document suggests that OTT services are better positioned for commerce and customer engagement than RCS.

1. RCS VS. OTT MESSENGER
IS RCS REALLY A SLEEPING GIANT?IS RCS REALLY A SLEEPING GIANT?

2. ABOUT OTT
MESSENGERS

3. 1. ABOUT OTT MESSENGERS
CUSTOMERS LOVE OTT MESSENGERS AND THEY
DOMINATE MESSAGING VOLUME WORLDWIDE

4. 1. ABOUT OTT MESSENGERS
OTT MESSENGERS HAVE IMPRESSIVE RETENTION
AND ARE INTRODUCING NEW REVENUE MODELS

5. 1. ABOUT OTT MESSENGERS
SOME OTT MESSENGERS ARE WELL POSITIONED AT
THE CENTRE OF O2O AND M_COMMERCE

6. CARRIERS
RESPOND WITH
RCS

7. CARRIERS BLAME OTT MESSENGERS FOR LOSS OF
SMS REVENUE AND WANT US TO USE RCS
2. CARRIERS RESPOND WITH RCS (RICH-COMMUNICATION-SERVICES)

8. 2. CARRIERS RESPOND WITH RCS (RICH-COMMUNICATION-SERVICES)
RCS HAS BEEN AROUND FOR YEARS BUT
INTEROPERABILITY HAS HAMPERED ADOPTION
Image from Jibe Mobile presentation 2014
This is just with
four Carriers
This is just with
four Carriers
‣ Slow, long contract process
‣ Confusing to users

9. JIBE (NOW OWNED BY GOOGLE) LAUNCHED A HUB
TO SOLVE INTEROPERABILITY IN 2014
Image from Jibe Mobile presentation 2014
2. CARRIERS RESPOND WITH RCS (RICH-COMMUNICATION-SERVICES)

10. MISSING THE
POINT?

11. 3. CARRIERS MISSING THE POINT?
RCS IS A NICE UPGRADE TO NATIVE MESSENGER
BUT WILL NOT SCALE INTO A COMMERCE PLATFORM

12. 3. CARRIERS MISSING THE POINT?
OTT MESSENGERS ARE POSITIONED TO PROVIDE
VALUE TO CUSTOMERS IN WAYS RCS CANNOT
™

13. 3. CARRIERS MISSING THE POINT?
OTT MESSENGERS CAN ENABLE TRANSACTIONS
WITH LOCAL SERVICES WHILE REDUCING FRICTION

14. 3. CARRIERS MISSING THE POINT?
OTT MESSENGERS CONTROL THE AUDIENCE AND
ARE POSITIONED TO DISTRIBUTE 3RD PARTY CONTENT

15. ANY QUESTIONS?
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