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WebRTC as a Market Disruptor
    to OTT VoIP Services


    Tsahi Levent-Levi
    Director of Business Solutions, PBG - PSM


    October 2012




1
Is OTT a threat?




2
SMS growth
                               25




                               20
       Trillions of messages




                               15




                               10                                                               SMS


                                5




                                0
                                2007    2008   2009   2010   2011   2012   2013   2014   2015     2016

    Portio Research




3
OTT vs SMS
                               25




                               20
                                                                                         OTT
       Trillions of messages




                               15




                               10                                                                SMS


                                5




                                0
                                2007    2008   2009   2010   2011   2012   2013   2014    2015     2016

    Portio Research




4
What about voice?




5
Europe’s outgoing
    voice minutes
                Ireland

           Switzerland

               Norway

              Denmark

              Belgium

               Finland

               Austria

              Portugal

           Netherlands

              Sweden

               Greece

                 Spain

               France

             Germany

                  Italy

        United Kingdom




6
Skype serves more voice
    than any European country
                Ireland

           Switzerland

               Norway

              Denmark

              Belgium

               Finland

               Austria

              Portugal

           Netherlands

              Sweden

               Greece

                 Spain

               France

             Germany

                  Italy

        United Kingdom

                Skype




7
The OTT Strategy




8
1   REACH as many
        users as possible




9
2   OFFER compelling
         free services




10
3   LOCK them in and
         try to monetize




11
The OTT Business Model




12
OTT Business Model

       Advertising




13
OTT Business Model

       Connectivity to
       PSTN




14
OTT Business Model

       Value Added
       Services




15
OTT Business Model

       Cashing out upon
       acquisition




16
BUSINESS MODEL

[…] We have a lot of ideas on how to make
money once Tango reaches a critical mass, and
are going to explore and experiment with a wide
variety of ways to monetize mobile video calling
including offering premium services. Stay
tuned…


17
WebRTC




18
WebRTC’s Disruption of OTT




         No Download          No User ID



19
Identity and OTT




20
Identity and WebRTC




21
Friends & Family        Consumer to Business

     Types
       Of
     Calls
                        OTT       Social Media   Telco        WebRTC


Business to Consumer    Within the Business        Business Partners




 Telco      WebRTC     VPN/OTT      WebRTC        Telco       WebRTC


22
OTT vs. Social Media




23
WebRTC is a client side
     looking for server side
     infrastructure
                      And there lies
                    the opportunity



24
Image credits


      zitona   kamshots




25
Thank You!



     Tsahi Levent-Levi
     Director of Business Solutions, PBG – PSM

     tsahil@amdocs.com
     http://bloggeek.me




26

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WebRTC as a Market Disruptor to OTT VoIP Services

  • 1. WebRTC as a Market Disruptor to OTT VoIP Services Tsahi Levent-Levi Director of Business Solutions, PBG - PSM October 2012 1
  • 2. Is OTT a threat? 2
  • 3. SMS growth 25 20 Trillions of messages 15 10 SMS 5 0 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Portio Research 3
  • 4. OTT vs SMS 25 20 OTT Trillions of messages 15 10 SMS 5 0 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Portio Research 4
  • 6. Europe’s outgoing voice minutes Ireland Switzerland Norway Denmark Belgium Finland Austria Portugal Netherlands Sweden Greece Spain France Germany Italy United Kingdom 6
  • 7. Skype serves more voice than any European country Ireland Switzerland Norway Denmark Belgium Finland Austria Portugal Netherlands Sweden Greece Spain France Germany Italy United Kingdom Skype 7
  • 9. 1 REACH as many users as possible 9
  • 10. 2 OFFER compelling free services 10
  • 11. 3 LOCK them in and try to monetize 11
  • 12. The OTT Business Model 12
  • 13. OTT Business Model Advertising 13
  • 14. OTT Business Model Connectivity to PSTN 14
  • 15. OTT Business Model Value Added Services 15
  • 16. OTT Business Model Cashing out upon acquisition 16
  • 17. BUSINESS MODEL […] We have a lot of ideas on how to make money once Tango reaches a critical mass, and are going to explore and experiment with a wide variety of ways to monetize mobile video calling including offering premium services. Stay tuned… 17
  • 19. WebRTC’s Disruption of OTT No Download No User ID 19
  • 22. Friends & Family Consumer to Business Types Of Calls OTT Social Media Telco WebRTC Business to Consumer Within the Business Business Partners Telco WebRTC VPN/OTT WebRTC Telco WebRTC 22
  • 23. OTT vs. Social Media 23
  • 24. WebRTC is a client side looking for server side infrastructure And there lies the opportunity 24
  • 25. Image credits zitona kamshots 25
  • 26. Thank You! Tsahi Levent-Levi Director of Business Solutions, PBG – PSM tsahil@amdocs.com http://bloggeek.me 26