Principal, J Arnold & Associates
Joined on April 25, 2007
Total Post Views: 215,163
| About |
Jon Arnold is Principal of J Arnold & Associates, an independent analyst and marketing consultancy with a focus on IP communications. Previously, he was the VoIP Program Leader at Frost & Sullivan, where he was responsible for managing their subscription service for Global VoIP Equipment Markets. The consultancy was launched in March 2005.
He is a frequent speaker at VoIP and telecom conferences, including eComm, Internet Telephony, VON, NXTcomm, Pacific Telecom Council, Dow Jones Network Ventures, NYSSA, IT360 and the Canadian Institute. In addition, he serves on the Editorial Advisory Board of Business Technology Quarterly, and the Advisory Board for the 2009 eComm conference.
Jon is frequently quoted in the business and trade press, radio and television, including Business Week, Forbes, Fortune, NYT, WSJ, Financial Times, CNET News, Light Reading, Globe & Mail, Financial Post, Toronto Star and ROB TV. Media profile archive available upon request. Jon writes a bi-monthly column - Service Provider Views - for TMCnet, and serves as Editor of the IPCommunicationsTV.com industry portal. He is also a Gerson Lehrman Group Scholar, where his advice is regularly sought out by the finance and investment community, and is an expert contributor to Tech Target’s SearchUnifiedCommunications.com portal.
Except where otherwise noted, all postings by Jon Arnold on CircleID are licensed under a Creative Commons License.
The past couple of weeks have been pretty seminal for anyone concerned about the state of Internet security and the bigger picture as to how much we could - do - and should - trust the Web. These two strange words - WikiLeaks and Stuxnet - have suddenly entered our lexicon and there is a lot to be concerned about in the world of smart grid. more
This year's Cisco Collaboration Summit was a step up from last year, and I say that for good reason. Last year's event was good -- all of Cisco's events are good -- but the venue was too small and it took away from the messaging. For 2010, Cisco went out of town to the classy and classic Arizona Biltmore in Phoenix. They don't build them like this anymore, and to me, this setting did far more justice for what Cisco has to say about collaboration. more
There are many big questions in telecom these days, and this is one that's on my mind right now. Over the past few months, I've participated in events or briefed with leading vendors in our space, namely Avaya, ShoreTel, BroadSoft, Aastra, Metaswitch, Mitel, Interactive Intelligence, and this week Cisco. Every analyst has their own core circle of vendors they stay close to, but I'd say that's a pretty fair representation of who's driving telecom. To varying degrees, all of these vendors have a cloud story, and the more I hear it, the more I start to wonder what it really means. more
Earlier this month, Avaya held a new type of customer event in Toronto, called Evolutions. They have been looking for better ways to bring customers together, so aside from their global event, they've put together Evolutions, which has a regional focus. The first one was recently held in Mexico to great success, and my understanding is that Canada was the next trial event, and that's what I attended in downtown Toronto... I'm almost certain I was the only Canadian analyst invited, so this may well be the only place you'll hear about Evolutions. more
Just when you thought making phone calls couldn't get any cheaper, along comes last week's news from Google about their latest iteration of Google Voice. There have been several steps along the way for Google to get to this point, and there are a host of reasons why this news is of interest to service providers of all stripes. I often write about how certain technologies and disruptive forces change the business of being a service provider, and this is but the latest example. more
Last week's news about Skype's planned IPO brings a renewed focus on what constitutes a service provider these days, and perhaps more importantly, what forms the basis for its valuation? We all know how the advent of IP has turned the economics of telephony on its head, and the drivers of value continue to shift from the physical world of network infrastructure to the virtual world of software, the Web and now the cloud.
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Interesting times in the carrier space, for sure. While most readers of this column are focused on the business market, it's hard to ignore what's occurring in the consumer space right now. Being based in Toronto, I happen to be struck by the similar trends shaping on both sides of the border. Over the past few days, we've seen earnings reports from major telcos and cablecos, and these businesses seem to be going in opposite directions. more
Until only recently, has it been remotely plausible to consider such different companies joining forces. I've written about Skype often, and for the most part, they've been a threat for incumbents of all stripes. To hear about this from Verizon during such a public event makes it very clear that the sands are shifting once more, and yet again, VoIP is the culprit. more
It seems like there's a different headline story about Google every day lately, and there's a lot here that service providers should be paying attention to. The launch of Nexus One around CES earlier this month is especially important for all mobile operators as well as the handset vendors partnering with them. A few days later, we started hearing noise about Google Energy. more
Just when you thought Nexus One was the biggest thing coming out of Google this week, we now get word about Google Energy. Well, Nexus One is a big deal, but I say that wearing my telecom analyst hat. Switching to my smart grid hat, Google Energy is something else altogether... As big as that is -- and will be -- Google Energy has all kinds of implications for smart grid. For starters, more
Having followed IP communications as an analyst since 2001, I've seen a few cycles come and go, and Smart Grid reminds me a lot of VoIP. Telcos and utilities both operate large, complex and costly networks, and prior to 1984, both were heavily regulated. Following the deregulation of telecom came a wave of unprecedented innovation and disruption built largely around IP technologies. We all know what that's done for telcos -- and communications in general. more
The recent launch of Google Wave generated a lot of attention, and for good reason. It's recently crossed my path in a few different settings, and while the news is still fresh, there is a lot here for service providers to be thinking about. At a high level, Wave is Google's entry into the real time collaboration space, and being Web-based, is poised to disrupt the status quo, not just for vendors, but service providers as well. more
A very good friend of mine is an archivist with the Ontario government, and we share similar views on how technology is impacting modern life. He passed a really interesting item along that ran in yesterday's Washington Post. Some of you may be following this – Google's Book Search Settlement. I can definitely see how this has a direct bearing on the archive space, but also how it touches on a few tangents of my world – emerging communications technologies. more
Without rehashing the mainstream headlines, it's clearly on the table now that eBay has given up trying to create synergies with Skype, so the focus now is on making the best of things as distinct entities. The preferred route for eBay would be to keep Skype and recoup their investment via an IPO sometime next year. That would certainly bring an end to things with both parties leaving on a high note. Of course this hinges heavily on the state of capital markets... more
While most people I know are at either VoiceCon or CTIA this week, this one is worth staying home for. Also, I'm sure all the Skype followers are focused today on the news about working with the iPhone -- and that IS a big story. However -- for very different reasons -- I'm sure you'll find this one of interest too. This was a front page story in today's Globe and Mail, and no doubt many other Canadian dailies... more
I've been posting photos and snippets during eComm 2009 this week, but composing my overall impressions has been another matter. Sitting through 3 days mostly filled with continuous 15 minute presentations is a surefire recipe to fry your brain, and most people I talked to were topped out well before things wrapped up Thursday night. It's information overload of the highest -- and best -- order... Here's my top-line takeaway, and reading the rest of this post is really just detail. But it's detail you'll probably love if you really want to know what you missed... more
I don't usually write sequels to my articles, but this time, it's warranted. My last column, "VoIP in 2008 -- I'm Not Dead," served as a year-end review and, for me, there were a lot of interesting things in 2008 related to VoIP that formed the basis of that article. I did not intend to rattle cages, but it did, and set off a lot of subsequent conversation, primarily in the blogosphere. more
Ok, ok - it's pretty hard to ignore the bombshell news that's on front pages everywhere today in Canada. It looks like Nortel is going to seek bankruptcy protection, perhaps as early as today. This may be a minor story in the U.S. business press, but it's a big story in tech/telecom, and a HUGE story here in Canada. You don't need me to tell you what Nortel means to Canada in terms of pride and joy, although that's more of a distant memory these days... more
VoIP remains a hot topic in the IP communications world, but it's definitely evolving. The following is my most recent article for a column that I write for TMCnet, and it's a year-end review on VoIP as well as my outlook for how it's changing for 2009. Colleague Alec Saunders posted his response to my article yesterday, and it's a good read. If you're interested in where VoIP is headed, then my article should help keep that dialog moving along within the CircleID community. Here we go... more
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