Presentation given by Dean Bubley of Disruptive Analysis at the 2014 Upperside WebRTC Conference in Paris, Dec 16-18. Covers "WebRTC by the numbers" - top-level summary forecasts, considerations of device support, user-numbers, use-cases and addressable market analysis. While WebRTC is growing rapidly, it is difficult for business planners & investors to "get a handle on". This slide-deck gives tips on approaches to quantifying the market, as well as top-level data extracted from Disruptive Analysis' latest market report

1. WebRTC: By The Numbers
Dean Bubley, Disruptive Analysis
Upperside WebRTC Conference, Paris, 16/12/2014
dean.bubley@disruptive-analysis.com @disruptivedean

2. About Disruptive Analysis
 London-based analyst house & strategic consulting firm
 Advisor to telcos, vendors, regulators & investors
 Contrarian with controversial opinions
 Covering WebRTC since almost Day 1: June 2011
 Reports on WebRTC Markets & Strategies Feb’13 & Sep’14
 First & most detailed forecasts for WebRTC
Twitter @disruptivedean Blog: disruptivewireless.blogspot.com
Copyright Disruptive Analysis Ltd 2014December 2014
The first, the most detailed & most-updated WebRTC forecasts

3. WebRTC forecasting
Copyright Disruptive Analysis Ltd 2014December 2014
Top-down
Device support & active use of WebRTC
Browser/OS support + 3rd-party APIs
PC + smartphone + tablet + IoT/M2M
Bottom-up
Per use-case / application area
Use by individuals (regular/occasional)
Enterprise, Consumer, Telco, B2C, OTT

4. Built-into apps / OS
2014 Definitions: Purists need not apply
Copyright Disruptive Analysis Ltd 2014December 2014
“WebRTC” is more a philosophy
than a fixed standard
Javascript WebRTC APIs
W3C
IETF RTCWeb Protocols
Browser
IETF RTCWeb Protocols
(+maybe modifications)
3rd party APIs & cloud
platforms
Plug-ins
ORTC API (coming soon)
IETF RTCWeb Protocols
Browser + ???
??
Gateways
IMS
UC
Call
centre
etc

5. Browser statistics are complex & contradictory
Copyright Disruptive Analysis Ltd 2014December 2014
Global PC installed base
by primary browser,
year-end, million
Source: Disruptive Analysis 2014 Edition WebRTC Report
Users, usage, primary, regional variation: all need consideration

6. WebRTC on >6bn devices by 2019
Copyright Disruptive Analysis Ltd 2014December 2014
Million WebRTC
devices, year-end
Source: Disruptive Analysis 2014 Edition WebRTC Report
But be aware of huge variations by region / country

7. But what about market value or usage?
 Where is the money? £$€¥
 Where are the minutes?
Copyright Disruptive Analysis Ltd 2014December 2014

8. De-lamination means hard to put a $/€ value
Copyright Disruptive Analysis Ltd 2014December 2014
Connectivity
UI / UX
Cloud / Processing / APIs / PaaS
Application Logic
Identity / Security / Interoperability
Firewall traversal APIs
Bandwidth estimation
WebRTC IaaS
Decomposed
functions or
auxiliary
services
Transcoding aaS
Public network gateway
Identity APIs
Cloud platform & APIs
Open-source libraries
Comms-enabled OS
Mobile SDKs & APIs
Cloud storage
Analytics aaS
Browse / app / hybrid
Testing
3rd-party buttons/APIs
Where exactly do you measure revenues / value? “It depends”

9. WebRTC vendor/platform space is complex
Copyright Disruptive Analysis Ltd 2014December 2014
General +
mobile SDK
Products Services
Functions
Solutions
Platforms
Gate-
ways/
SBCs
API
pltfms
2013
2014
App
Pltfm
TURN
Media
Server
aaP
Video
chat
IMS/
WebR
TC
Vertical SaaS
(CRM, HR etc)
Media
servers
UC &
UCaaS
Messaging
CRM/
CCs
UC

10. Legacy telecom stats like “calls” often irrelevant
Copyright Disruptive Analysis Ltd 2014December 2014

11. Minutes? WebRTC Internet traffic?
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12. Lead WebRTC use-cases, End-14
Copyright Disruptive Analysis Ltd 2014Source: Disruptive Analysis WebRTC Report 2014 Edition
Customer service & platforms
• Mayday, Amex etc video support
• Contact centres (internal / call-me)
• Developer SDKs/platforms
• Analytics & processing
Consumer web apps & enterprise UC
• Mobile consumer VoIP & social chat
• Remote 1-1 education/training/healthcare
• Free standalone video-calling
• Conferencing niches & web extensions
• Innovative UC & collaboration
• Google (Chromecast, Hangouts etc)
Live &
commercial
• Full-scale corporate conferencing & UC
• CDNs
• File/screen-sharing & anonymous search
Pilots / pre-
commercial
Trials &
demos
• Telco VoLTE/IMS extension
• Entertainment & consumer electronics
• IPTV & personal broadcast
• M2M & IoT
• Public Safety

13. Knowledge-workers will adopt WebRTC widely
Copyright Disruptive Analysis Ltd 2014December 2014
Million individuals,
year-end
Source: Disruptive Analysis 2014 Edition WebRTC Report
… but not necessarily through a traditional UC “seat”

14. Enterprise comms becoming “dis-unified”?
Copyright Disruptive Analysis Ltd 2014September 2014
UC
core
WebRTC APIsCustomer
interaction
Collaboration &
conferencing
Vertical
apps
Mobility
Horizontal
apps
UC extended by WebRTC UC marginalised by WebRTC
User UC
Conferencing
Integrated app
needing legacy
telephony etc
Comms-enriched
apps & cloud
services
Federated apps,
common platform
Standalone apps
Mobile apps
via WebRTC
app framework

15. 2bn+ potential WebRTC users by 2019
Copyright Disruptive Analysis Ltd 2014December 2014
Million WebRTC
users, year-end
Source: Disruptive Analysis 2014 WebRTC Report
See: disruptivewireless.blogspot.com
Note: Complex definitions & assumptions. Categories overlap. Inquire for details

16. Significant % of global Internet users end-2019
Copyright Disruptive Analysis Ltd 2014December 2014
Million consumer embedded
VoIP/video users, year-end
Source: Disruptive Analysis 2014 WebRTC Report

17. Conclusions – WebRTC numbers aren’t easy!
 Definitions & assumptions!
 Device support mostly OK
 Big regional variations
 Uptake differs per-use case
 Regular / occasional
 Enterprise vs. Telcos vs. Consumer Web
 IoT / M2M / TV
 Platforms
 $€ Value needs custom analysis
 Addressability
 Suitable metrics & indicators
Copyright Disruptive Analysis Ltd 2014December 2014

18. www.disruptive-analysis.com
disruptivewireless.blogspot.com
@disruptivedean
information@disruptive-analysis.com
Skype:disruptiveanalysis
WebRTC: appear.in/disruptiveanalysis
Copyright Disruptive Analysis Ltd 2014December 2014