Telecom operators face numerous challenges in their core communications business. We are past the point of "peak telephony" while VoLTE deployment is slow and patchy. End-users are fragmenting their use of voice and video, as "best of breed" applications emerge, while other software and websites embed new forms of communications with WebRTC. Telecom and cable operators have a large role to play here - they too can extend, build or resell WebRTC services, sometimes standalone, and sometimes linked to their existing network infrastructure and IMS platforms. Yet WebRTC highlights the organisational challenges for operators - reconciling different business units & service domains, and changing their culture to embrace developers, design-led mentality & more acceptance of risk. But with 6bn+ WebRTC devices expected to be in the market by 2019, telcos have a huge addressable market.

1. WebRTC: Service-Provider Perspectives
Dean Bubley, Disruptive Analysis
September 29th 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
 NEW EDITION WEBRTC REPORT published Sep 2014
 Published report on “Telco-OTT Strategies”, 2012
 Non-Neutral Mobile Broadband Report, June 2014
Twitter @disruptivedean Blog: disruptivewireless.blogspot.com
Copyright September 2014 Disruptive Analysis Ltd 2014

3. 2014 Disruptive Analysis WebRTC Report
 196 pages
 >100 tables & charts
 Primary research
 Detailed forecasts
 Author is WebRTC Pioneer
 Telecom, business, consumer
& M2M use-cases
 Analysis of platforms/cloud
Copyright September 2014 Disruptive Analysis Ltd 2014

4. The big problem
Beyond Peak Telephony
Copyright May 2014 Disruptive Analysis Ltd 2014

5. Pretty good for the 19th century...
Old distant voice [Tele-phone]
>100 years ago
But apart from mobility, not
much has changed.
Still a one-size fits all solution

6. 3 trends: competition, embedding & substitution
Cheaper,
better,
“calls”
Non-call &
embedded
voice
Better ways
to perform
tasks
Video
optional
Copyright September 2014 Disruptive Analysis Ltd 2014
Skype Tuenti Viber
iMessage Amazon Snapchat
Uber Facebook Kayak
Realtime comms is becoming purpose- and context-specific

7. VoLTE adoption patchy – extensions needed
Source: Disruptive Analysis 2014 WebRTC Report
Copyright September 2014 Disruptive Analysis Ltd 2014

8. The vision: voice & video comms everywhere
…but Flash & other mechanisms
clunky/poor quality
Copyright September 2014 Disruptive Analysis Ltd 2014

9. Original vision of WebRTC (2012 view)
Javascript APIs W3C
(connect, use cam/mic,
send data)
IETF RTCWeb Protocols
(codecs, transport,
security etc)
Browser
Web
server
Copyright September 2014 Disruptive Analysis Ltd 2014
Javascript APIs W3C
(connect, use cam/mic,
send data)
IETF RTCWeb Protocols
(codecs, media transport,
security etc)
Browser
P2P
No pre-defined
signalling, IDs
etc
Voice
Video
Realtime Data
Open-source, no plug-ins Open-source, no plug-ins

10. 2014: Technology purists need not apply
3rd party APIs & cloud
platforms
IETF RTCWeb Protocols
(+maybe modifications)
Built-into apps / OS
Javascript WebRTC APIs
W3C
IETF RTCWeb Protocols
Browser
Plug-ins
“WebRTC” is more a philosophy
than a fixed standard
Copyright September 2014 Disruptive Analysis Ltd 2014
ORTC API (coming soon)
IETF RTCWeb Protocols
Browser + ???
??
Gateways
IMS
UC
Call
centre
etc

11. WebRTC on >6bn devices by 2019
Million WebRTC
devices, year-end
Source: Disruptive Analysis 2014 Edition WebRTC Report
Copyright September 2014 Disruptive Analysis Ltd 2014

12. WebRTC use-cases & platforms
Devices
& IoT
Enterprise
Telcos,
TV & other
SPs
Consumer
Web/Apps
Cloud Platforms, APIs & SDKs
Tool & Enablers
Copyright September 2014 Disruptive Analysis Ltd 2014

13. Lead WebRTC use-cases, Sep’14
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
Copyright Source: Disruptive Analysis WebRTC report update Sep 2014 Disruptive Analysis Ltd 2014

14. Main WebRTC strategies for SPs?
Extend on-net
services
& IMS /
SS7
Faster/
cheaper
Telco-OTT
apps
Sell
packaged
WebRTC
services to
subscriber
Strengthen
enterprise &
verticals
Enhance
developer
platform
Copyright September 2014 Disruptive Analysis Ltd 2014
Also:
Content / IPTV
invest / incubate /
acquire
Improve own CRM &
systems
M2M, devices etc

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

16. Telcos: WebRTC deployments / interest
Telefonica NTT
Telenor Interoute
One Bridge
FinNet
TV-based
videoconferencing
w/ptnr TellyBean
& many others
Copyright September 2014 Disruptive Analysis Ltd 2014
Sprint
MessagePlus RCS
uses WebRTC
inside iOS app
Several other launched & planned services, plus
prototypes, standards participation, demo etc.
See Disruptive Analysis WebRTC report for details

17. Non-telco use-cases illustrate what’s possible
Copyright September 2014 Disruptive Analysis Ltd 2014

18. Non-telco use-cases illustrate what’s possible
Copyright September 2014 Disruptive Analysis Ltd 2014

19. WebRTC-enabled “things” already here
Copyright September 2014 Disruptive Analysis Ltd 2014

20. Not just voice & video: realtime data, CDN & IoT
Pilot customer
Incubated by
Copyright September 2014 Disruptive Analysis Ltd 2014

21. De-lamination of communications
UI / UX
Cloud / Processing / APIs
Application Logic
Identity / Security / Interoperability
Connectivity
Copyright September 2014 Disruptive Analysis Ltd 2014
Browse / app / hybrid
A/ B testing
3rd-party buttons/APIs
Own external APIs
Cloud storage
Analytics aaS
Cloud platform & APIs
Open-source libraries
Comms-enabled OS
Firewall traversal APIs
Bandwidth estimation
WebRTC IaaS
Decomposed
functions or
auxiliary
services
Transcoding aaS
Public network gateway
Identity APIs
Developers have a huge range of choices of how to create apps/experiences

22. Cloud/SP/platform players especially important
Copyright September 2014 Disruptive Analysis Ltd 2014
… and many
others
Acquired

23. Policy & innovation…… …..vs. politics
In-house
apps &
content
Distance
Tensions
Copyright September 2014 Disruptive Analysis Ltd 2014
Strategy
Telco
execs &
central
labs
Marketing
/ Product
Core IT
network
Radio
network
Devices
Legal
Tensions
Tensions

24. New stakeholders in communications
Telco / SP End-user
Vendors &
standards
Services creation Services consumption
Copyright September 2014 Disruptive Analysis Ltd 2014

25. New stakeholders in communications
Telco / SP
Experiences developer
Copyright Sep 2014 Disruptive Analysis Ltd 2014
Experiences curator
End-user
Vendors &
standards
Services creation
Experiences
consumption
Experiences designer
Cloud
API
player
IT vendor
Platform creation
Open-source
In-house
develop-ment
Element creation

26. The WebRTC-Telco approach to innovation
“We had 3 interns in for the summer, so we got them to
do something with WebRTC as a project”
“All the grown-ups were away, so we just launched it”
@daginge: “Please don't make me learn telecom,
signed, The Web People. #WebRTCexpo”
Copyright September 2014 Disruptive Analysis Ltd 2014

27. Conclusion
 WebRTC is maybe most exciting thing in comms for 10 years
 “Democratisation” of voice & video into web & apps
 Not just about “calls” but new ways to interact
 Already here & being used
 Not just about browsers – mobile growing fast
 A “movement” as well as a standard
 Important role for platform / API providers
 Many options for telecom providers to become involved…
 … but requires a web/developer/designer mindset
Copyright September 2014 Disruptive Analysis Ltd 2014

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