VoIP

The End of the “Skype as Bandit” Era

And so it ends... Skype was always always a fun company to write about because they were always a bit of a rogue. The scrappy little startup that took on the megacorps of the telecom industry... and won in so many ways... look at their leading % of international calls... or the fact that per-minute call costs are now very clearly being commoditized down to zero... more

Microsoft to Acquire Skype

In an press release today, Microsoft has made the official announcement for the purchase of Skype — one the most expensive acquisitions to date according to the company. more

VoIP Services Market Nears $50 Billion Mark

Market research firm Infonetics Research this week released VoIP and UC Services and Subscribers, a market share and forecast report that includes two Business VoIP Service Provider Scorecards that will be published later this year, and an IP Centrex Provider Tracker highlighting deployments by provider, region, service, and platform. more

Comcast’s Demand for a Video Surcharge From Its Level 3 “Peer”

According to Level 3, a major long haul Internet Service Provider, Comcast has demanded a "recurring fee" when Level 3 hands off movie and other high capacity video traffic for delivery by Comcast to one of the cable company's subscribers. This demand warrants scrutiny, perhaps less in the context of Network Neutrality and more in terms of further diversification (unraveling) of the peering process. more

Cisco Collaboration Summit - Where Unified Communications Could Be Going

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

Will the Cloud Kill Telecom Vendors?

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

Avaya’s web.alive - Another Approach for Unified Communications?

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

Why Wouldn’t Skype Want 30 Million Paying Customers?

Skype has cut Nimbuzz off. What that means is that users of Nimbuzz' popular mobile clients will no longer be able to make calls using the SkypeOut network. According to Skype themselves, it was for unspecified violations of the Skype API terms and license... more

Network Neutrality is the Wrong Fight!

We shouldn't settle for network neutrality. It's a poor substitute for what we had and much less than what we need. Let me explain. There are two topics to discuss. The first is "common carriage," a centuries old legal concept that applied to the US telecom industry throughout most of the 20th century. The second involves communications protocols. Both topics are complex, so I will cover only what's needed to understand why we shouldn't accept network neutrality and why, at a minimum, we should fight for enforcement of existing common carriage rules. more

Skype Goes IPO - What Should Service Providers Do?

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.
 more

Are Service Providers Giving Up on Landline too Soon?

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

Network Neutrality and the FCC’s Inability to Calibrate Regulation of Convergent Operators

For administrative convenience and not as required by law, the FCC likes to apply an either/or single regulatory classification to convergent operators. Having classified ISPs as information service providers, the Commission unsuccessfully sought to sanction Comcast's meddling with subscribers' peer-to-peer traffic. Now Chairman Genachowski wants to further narrow and nuance regulatory oversight without changing the organic information service classification. more

Verizon and Skype: Who’s the Winner?

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

Wireless VoIP: Loss Leader or Upselling Strategy?

Verizon Wireless' decision to allow their subscribers to access Skype raises a question about strategy. Is Verizon leveraging Skype access as an inducement for subscribers to upgrade to smartphones and commit to $30 a month data plans, has the company acknowledged that its future marketplace success lies in data and not voice services, and how will the company prevent a substantial reduction in plain old voice subscriptions priced above the $30 data plan benchmark? more

Google and Verizon: Interesting Open Internet Bedfellows

The debate around Network Neutrality is sometimes simplified as carriers against content providers, the owners of networks against the businesses that have grown due to Internet connectivity. So it was interesting to read that Google and Verizon filed a joint submission to the FCC last week, laying out in detail how the two companies agreed on many issues regarding an "Open Internet." more