Home > Market Research > Broadband & Fixed > VoIPocalypse Now
Why is Portal VoIP so dangerous? VoIP has been nothing short of a nightmare for fixed operators. Faced with the onerous choice of losing PSTN revenues to third-party VoIP services, or losing revenues to in-house VoIP, telcos can do little to stem the accelerated decline of voice revenues in an inevitable zero sum game.
So far, VoIP has been predominantly the domain of telcos, cable operators and third party providers such as Vonage. However, it is predicted that the Internet goliaths (Microsoft, Yahoo!, Google, EBay and AOL) may shortly muscle in on the action. They certainly have the means, but do they have the motivation?
We presume that these companies will indeed decide to move to the provision of VoIP services in both PC-dependent and PC-independent forms over the next few years. There are clearly revenues to be made and with a large and relatively untapped base of Instant Messaging and P2P VoIP subscribers, it may not be difficult to monetize a significant proportion of these with VoIP calls terminating on fixed and mobile lines. This could be highly disruptive for telcos, already sandbagging against the combined threats of fixed mobile substitution and VoIP offered by rival telcos, cable operators and third parties.
How big is the threat? A detailed analysis of the monetization process reveals that Portal VoIP would equate to 5% of long distance PSTN revenues in 2011. While this may seem a minor threat to fixed line operators, the bigger picture is not to be overlooked.
Top of Page
Table of Contents
Executive Summary
Section 1: Why Is Portal VoIP Threatening to Fixed Telcos?
1.1 VoIPocalypse Now
Section 2: How Big Is the Threat?
2.1 Defining the Portal VoIP Universe
2.2 The Threat of PC- Portal VoIP
2.3 The Threat of Standalone Portal VoIP
2.4 What Does this Mean for Fixed Operators?
Section 3: What Can Telcos Do About It?
For full details, please email keithw@cmsinfo.com
Top of Page
Buy now!
Top of Page
|
