I am constantly asked by telecom professionals “John, the telecom landscape is really changing but, where is it headed”? So, I thought I would share of few of my view points here:
While not a new concept but one that is finally ready for primetime… As Apple demonstrated with their FaceTime app on the IOS 4 with AT&T, they slipped a communication app that uses the data network right under AT&T’s nose so to say.
Skype and many others have used SIP and other protocols to complete voice sessions between endpoint devices. The only real reason anyone uses a carrier for phone calls is for the use of a 10-digit (US) number to terminate calls to. Frankly, most of us can’t remember our family members numbers anymore… Just click on their contact and the call goes through.
So, does it matter that the call originated on a CDMA or 3-4-G network or is it more important that the call “just works”? So, from a trending standpoint, I believe that within the next couple of years, consumers will just use their data plan to make calls (all in the background of course).
Once that happens, we will see true convergence with content, regardless of the transport protocol.
And consider these points:
1- Apples iPhone business alone is 2X larger than Googles worldwide revenues annually.
2- Apple is sitting on almost $80-Billion in cash and they already slipped voice and video into their IOS including messaging. Is there an AppleNet in the making here?
3- Microsoft now owns Skype.
4- Google has a voice platform tightly integrated with all of their apps (Android as well).
5- The giant web properties are bidding for all of Nortel’s patents to enable them to compete without intellectual property obstacles.
6- Comcast, AT&T and others are piping multimedia solutions into homes and businesses as fast as they can.
That’s a pretty strong trend IMHO.
Look forward to comments!