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VoIP Has Just Begun

Andy Randall
September 08, 2008

VoIP Has Just Begun

I gave this presentation as the keynote of the Occam Networks Users Conference, when VoIP had just started to make an impact on the rural telco community. Back then, most of the audience viewed VoIP as a niche internet thing that wouldn't impact their traditional landline voice business very much. My thesis was that VoIP had only just started its fifth and final wave of convergence that would have a significant impact on their businesses.

Andy Randall

September 08, 2008
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  1. VoIP Has Just Begun Andy Randall VP of Marketing, MetaSwitch

    O C C A M N E T W O R K S U S E R C O N F E R E N C E , S E P T E M B E R 7 – 1 1 , 2 0 0 8
  2. 0.03% Proportion of Skype users who use it as their

    primary home phone Source: Yankee Group
  3. May 19, 2005: “we require providers of interconnected VoIP service

    to provide E911 services to all of their customers”
  4. Vonage Net Subscriber Additions 0 50 100 150 200 250

    300 350 1Q06 2Q06 3Q06 4Q06 1Q07 2Q07 3Q07 4Q07 1Q08 2Q08 2,000 Source: Vonage SEC filings
  5. Source: Heavy Reading, Cable vs. Telcos, July 2008 “We have

    a market opportunity that rivals the size of our core video business” - Bill Stemper President, Comcast Business
  6. 4-year goals: • 20% market share • 1 million business

    customers • $3 billion revenue Source: Heavy Reading, Cable vs. Telcos, July 2008
  7. 4-year goals: • 20% market share • 1 million business

    customers • $3 billion revenue 38% Growth last quarter Source: Comcast Q2 2008 Earnings Call
  8. Source: TeleGeography, September 2007 VoIP Services Have Only Just Begun

    2005 2006 2007 2008 2009 2010 0% 10% 20% 30% 40% Europe U.S.
  9. VoIP Switching Has Only Just Begun MetaSwitch Copper Com Taqua

    Lucent/ Telica Tekelec/ Santera Sonus Nortel CS2000 Cisco BTS Nortel CS1500 Siemens SURPASS 803 Source: LERG, March 2008
  10. AXE EWSD GTD-5 DCO DMS-10 DMS 100/200 Nortel Remotes 5ESS

    All soft switches VoIP Switches Have Only Just Begun Source: LERG, March 2008
  11. IMS-based Application Platforms Class 5 Replacement Class 5 Augmentation VoIP

    Gateways Class 4 Replacement / IP Tandem VoIP in the Carrier Network Core
  12. What does this mean for my network? IP transport IP

    call control IP application server platform Voicemail FMC Web portal Video messaging
  13. Conclusions: Like Broadband… VoIP is here to stay VoIP services

    are evolving VoIP service delivery architectures will evolve
  14. VoIP is here to stay VoIP services are evolving VoIP

    service delivery architectures will evolve VoIP has just begun Conclusions: Like Broadband…