For IP Communications, Ubiquity is Dead
Dean Bubley, Disruptive Analysis
BICS Mobility in Action, Bruges, Oct 29th 2013
dean.bubley@disruptive-analysis.com

@disruptivedean
About Disruptive Analysis
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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
October 2013

Blog: disruptivewireless.blogspot.com

Copyright Disruptive Analysis Ltd 2013
Neuroscience explains reluctance to change
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Predictable irrationality

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Endowment effect
Optimism bias
Confirmation bias
Defence of belief systems

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Oct 2013

Copyright Disruptive Analysis Ltd 2013
Voice & messaging are fragmenting

Convergence
& standards

Fragmentation &
differentiation

Telephony & SMS will continue to exist, but there will be NO
more standard, interoperable services
Comforting myths
“Voice” = ubiquitous phone calls
QoS is critical
Interoperability is essential

Minutes / messages = value
October 2013

Copyright Disruptive Analysis Ltd 2013
Uncomfortable reality
Phone calls are
becoming less useful
QoS is only sometimes critical

Interoperability is essential
for basic lowest-common
denominator services only
Intention & outcomes = value
October 2013

Copyright Disruptive Analysis Ltd 2013
In the beginning – “Proxi-phone”

Near voice
Contextual
Managed interruptions
Background +/Sync + Async
Not “session” based
Etiquette, not regulation
Varying importance
Natural
Pretty good for the 19th century...
Old distant voice [Tele-phone]

>100 years ago

Strictly session-based
Limited context
Background negative
One-size fits all
Unnatural etiquette
Heavily regulated

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

“Hegemony
of the
caller”
Voice ≠ Telephony
• Now: 2G & 3G

• Future: Smartphones & LTE

Voice

Voice
Telephony

Telephony

Voicemail
Conferencing
PTT

Video

Gaming, CEBP,
surveillance, social
voice, TV voice etc

Video, context, sense

Comms moving “in-context”
October 2013

Copyright Disruptive Analysis Ltd 2013
Fragmentation of communications models

Standalone
Circuit calls

Good to have “lowest
common denominator”

IP

Embedded
app/web
calls

Non-call
comms
Maybe ubiquitous
in a niche

Ubiquity no/negative
benefit
Oct 2013

Copyright Disruptive Analysis Ltd 2013
Intent & context....

Why do people make
phone calls (or send
messages, share media
or use video), anyway?

October 2013

Copyright Disruptive Analysis Ltd 2013
Intention & purpose
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Context

Exchange information
Sell to a customer
Flirt
Manage staff
Gossip
Tell a story
Show off
Feel connected
Lie or pretend
Self-expression

October 2013

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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
1 OR 2 “UBIQUITOUS” SERVICES
CANNOT FULFILL ALL THESE
PURPOSES WELL

October 2013

Copyright Disruptive Analysis Ltd 2013
Tools are cheap/free. So we pick the right ones

SMS
October 2013

Copyright Disruptive Analysis Ltd 2013
So how important is quality?
% calls

Must have

I'll call back
Nice to have

Meh. I want free

October 2013

Copyright Disruptive Analysis Ltd 2013
Beyond “the minute” as a metric & model
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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
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Locks telecom industry to obsolete business model
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Needs creativity, on top of standards
Flat-rate at retail is popular, but wholesale?

Analytics? Cloud processing? Perceived importance?
Regulator mindset needs to shift too

October 2013

Copyright Disruptive Analysis Ltd 2013
Service

Product

Feature
Function

October 2013

Copyright Disruptive Analysis Ltd 2013
Design & software simpler via the Web

Oct 2013

Copyright Disruptive Analysis Ltd 2013
For telcos WebRTC is really a magnifier/catalyst

Now

With WebRTC
Bigger opportunities
Worse threats
Faster speed
October 2013

Copyright Disruptive Analysis Ltd 2013
Ubiquity is dead. And that’s a good thing.

We’re getting closer to
communications services
& applications meeting
our real human needs

We’ll still need lowestcommon denominator phone
calls & maybe SMS & email.
But that’s it for ubiquity.

October 2013

Copyright Disruptive Analysis Ltd 2013
For WebRTC report & quarterly update
details email information@disruptiveanalysis.com

October 2013

Copyright Disruptive Analysis Ltd 2013
www.disruptive-analysis.com
disruptivewireless.blogspot.com
@disruptivedean

information@disruptive-analysis.com
Skype:disruptiveanalysis

October 2013

Copyright Disruptive Analysis Ltd 2013

For IP Communications, Ubiquity is Dead

  • 1.
    For IP Communications,Ubiquity is Dead Dean Bubley, Disruptive Analysis BICS Mobility in Action, Bruges, Oct 29th 2013 dean.bubley@disruptive-analysis.com @disruptivedean
  • 2.
    About Disruptive Analysis         London-basedanalyst 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 October 2013 Blog: disruptivewireless.blogspot.com Copyright Disruptive Analysis Ltd 2013
  • 3.
    Neuroscience explains reluctanceto change  Predictable irrationality  Endowment effect Optimism bias Confirmation bias Defence of belief systems    Oct 2013 Copyright Disruptive Analysis Ltd 2013
  • 4.
    Voice & messagingare fragmenting Convergence & standards Fragmentation & differentiation Telephony & SMS will continue to exist, but there will be NO more standard, interoperable services
  • 5.
    Comforting myths “Voice” =ubiquitous phone calls QoS is critical Interoperability is essential Minutes / messages = value October 2013 Copyright Disruptive Analysis Ltd 2013
  • 6.
    Uncomfortable reality Phone callsare becoming less useful QoS is only sometimes critical Interoperability is essential for basic lowest-common denominator services only Intention & outcomes = value October 2013 Copyright Disruptive Analysis Ltd 2013
  • 7.
    In the beginning– “Proxi-phone” Near voice Contextual Managed interruptions Background +/Sync + Async Not “session” based Etiquette, not regulation Varying importance Natural
  • 8.
    Pretty good forthe 19th century... Old distant voice [Tele-phone] >100 years ago Strictly session-based Limited context Background negative One-size fits all Unnatural etiquette Heavily regulated ... but eventually ubiquitous
  • 9.
    ... but reallynot good enough for 21st century “Hegemony of the caller”
  • 10.
    Voice ≠ Telephony •Now: 2G & 3G • Future: Smartphones & LTE Voice Voice Telephony Telephony Voicemail Conferencing PTT Video Gaming, CEBP, surveillance, social voice, TV voice etc Video, context, sense Comms moving “in-context” October 2013 Copyright Disruptive Analysis Ltd 2013
  • 11.
    Fragmentation of communicationsmodels Standalone Circuit calls Good to have “lowest common denominator” IP Embedded app/web calls Non-call comms Maybe ubiquitous in a niche Ubiquity no/negative benefit Oct 2013 Copyright Disruptive Analysis Ltd 2013
  • 12.
    Intent & context.... Whydo people make phone calls (or send messages, share media or use video), anyway? October 2013 Copyright Disruptive Analysis Ltd 2013
  • 13.
    Intention & purpose           Context Exchangeinformation Sell to a customer Flirt Manage staff Gossip Tell a story Show off Feel connected Lie or pretend Self-expression October 2013           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
  • 14.
    1 OR 2“UBIQUITOUS” SERVICES CANNOT FULFILL ALL THESE PURPOSES WELL October 2013 Copyright Disruptive Analysis Ltd 2013
  • 15.
    Tools are cheap/free.So we pick the right ones SMS October 2013 Copyright Disruptive Analysis Ltd 2013
  • 16.
    So how importantis quality? % calls Must have I'll call back Nice to have Meh. I want free October 2013 Copyright Disruptive Analysis Ltd 2013
  • 17.
    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   Locks telecom industry to obsolete business model    Needs creativity, on top of standards Flat-rate at retail is popular, but wholesale? Analytics? Cloud processing? Perceived importance? Regulator mindset needs to shift too October 2013 Copyright Disruptive Analysis Ltd 2013
  • 18.
  • 19.
    Design & softwaresimpler via the Web Oct 2013 Copyright Disruptive Analysis Ltd 2013
  • 20.
    For telcos WebRTCis really a magnifier/catalyst Now With WebRTC Bigger opportunities Worse threats Faster speed October 2013 Copyright Disruptive Analysis Ltd 2013
  • 21.
    Ubiquity is dead.And that’s a good thing. We’re getting closer to communications services & applications meeting our real human needs We’ll still need lowestcommon denominator phone calls & maybe SMS & email. But that’s it for ubiquity. October 2013 Copyright Disruptive Analysis Ltd 2013
  • 22.
    For WebRTC report& quarterly update details email information@disruptiveanalysis.com October 2013 Copyright Disruptive Analysis Ltd 2013
  • 23.