Ok so I’m the last to write about Google’s announcement this morning on its acquisition of Global IP Solutions, a major provider of IP-based communications infrastructure with not only its voice and video codecs but also voice and video engines that mean simply “supply me with an Internet connection, a microphone and a set of speakers” and we’ll handle the conversation on your PC or smartphone.

Combine this acquisition with Google’s experience with Google Talk and Google Video Chat, its acquisition of Grand Central to become Google Voice, of On2 for its video codec (used by Skype amongst others) and of Gizmo, Google now has a full set of the underlying tools required to bring out some interesting communications offerings. Can Google integrate these tools, and overcome the inherent management and organization integration issues, to deliver a coherent and effective communications offering? What will we see as end user offerings? And how will Google work with the competition?

After all four weeks ago I had a demonstration at GIPS of a video call received on an iPad (notice I only said “to”). And, as I reported at the time, they basically affirmed that we should be seeing video calling supported on mobile smartphones before year end. Perhaps with a GIPS mobile video engine. Will this now simply be an Android offering or will their offerings also involve smartphone video calling support for Apple’s iPhone/iPad and, say, RIM’s BlackBerry?

It’s interesting to note that I’m already observing the Skype – Google competition in my GMail window. Hover your cursor over the appropriate location at a sender’s name and I get one of two “click-to-call” options: to converse with a contact using Google Talk/Video or to converse directly with the same contact in Skype voice, chat or video:

Google has long been a customer of GIPS for its voice technology and more recently for its video technology on Android. As have Nortel, Cisco (Webex), Communigate (one of the world’s largest suppliers of enterprise email services), Yahoo, IBM/Lotus and many others for both its voice and video technology. It will make for an interesting world of co-opetition.

Other bloggers have made some interesting points:

Thomas Howe, Voyces.com in Tick, Tock, Core, Edge implies that, with the pendulum swinging from the core to the edge, IP-communications infrastructure is going to be supported primarily by two players, Skype and Google:

More important, though, is what these battle lines say about the other players. Which is to say, these guys aren’t even on the battlefield. If fellow Cape Codder David Isenberg is right, and we are in the era of the dumb network, then anyone not-Skype and not-Google is not in the running. Although I agree, appreciate and applaud Orange’s work with their core (in particular, the API program), where are they in this battle? Where is AT&T? Now, doesn’t Verizon’s deal with Skype seem much smarter? To me, it does.

Voxeo’s Dan York, in Google buys GIPS for $68 million – to take on Skype? Apple? Microsoft? gives a short course in IP Communications 101 to explain Google’s motives for this acquisition by pointing out where the real battleground lies:

The issue is that while the control channel is increasingly around the open standard of SIP, which anyone can implement, the “codecs” used in sending media from one endpoint to another have long been a proprietary battleground, particularly with regard to wideband (or “HD audio” as some call it). Yes, there have been and are standards, but usually there have been intellectual property or licensing issues. Now, there is work within the IETF to create a standard wideband codec (and as I wrote earlier, Skype is involved with this effort) but that may take some time and the outcome is not known right now.

But there’s one aspect to this acquisition that can tend to get overlooked – cross licensing. When I worked in the NMR spectroscopy industry during its early evolution in the 1970’s, the two major players (Varian and Bruker) would be filing and acquiring patents and then suing each other. But the final outcome was that both players set up cross licensing arrangements such that the entire NMR spectrometer market benefited by always being able to benefit from the best of both companies’ innovation. And it all subsequently contributed to the rise of Magnetic Resonance imaging that plays such an important role in today’s medical imaging space across six or seven vendors. Will we see Google and Skype cross-licensing their technologies so that overall IP-based communications offerings can ultimately provide best-of-breed services to both their customer bases?

Bottom line: What I see emerging is a communications market where each of Google and Skype will continue to bring forth unique communications offerings that may appear somewhat competitive to their respective customers. Recall the final value add is in the customer benefits exposed by the user interface, not the underlying technology. As a result we can expect a world of co-opetition and cross licensing such that customer offerings by either party are not held back by some intellectual property dispute that really relates to technology and infrastructure in which the customer has no interest. In the end its about growing a bigger market for the benefit of all.

Other posts:

• Alec Saunders on Voyces.com: Google Targets Skype
• Alec Saunders on Saunderslog: GIPS acquired by Google. How does Abramson pick them?
• Rich Tehrani on TMCNet: Google Buys GIPS – Here’s Why where he provides a short history of GIPS and then analyzes some interesting reasons behind what may have motivated Google.
• Garrett Smith on Smith on VoIP: Google the service provider

Update: Andy has written Congrats to The Great Team At GIPS – it’s his 18th client who has been acquired and the second acquisition by Google. He has also given me credit for the small role I played in introducing him to GIPS:

And with this acquisition, for me and my agency, Comunicano, the number of companies to “exit” or in this case “get bought” in the last 8 years now has hit 18. Alec Saunders referenced that feat in his very well written post yesterday. GIPS came to my agency and I in the same way the other 17 had. We were asked to work with them. In this case the door opener was trusted friend and colleague, Jim Courtney, who has known Emerick Woods for longer than most dating back to their days at Quarterdeck. Jim always said that Emerick is the consummate professional, and someone who knows how to win. Looks like Jim’s matchmaking ability came through.

Full disclosure: GIPS CEO Emerick Woods was the Vice-President, Internet of Quarterdeck Corporation in the mid-1990’s who became a mentor to the author on several business development projects at Quarterdeck involving partnerships with ISP’s of the time. Over the past 14 years, Emerick, in his capacity as CEO of several startups, which have gone on to be sold, has hired the author at various times for his business development services. The author, however, has no business relationship with Global IP Sound.

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• Google buys a VoIP company, might build a Skype competitor (downloadsquad.com)

Announcement of the Skype – Verizon agreement certainly has generated buzz around both the Mobile World Congress and the blogosphere. Last Wednesday morning, one day after the announcement, several bloggers and mobile ecosystem players came together on a CalliFlower-hosted SquawkBox conference call to discuss both the triggers for the agreement and the implementations.

Co-hosted by Carl Ford and myself, participants on the call were Andy Abramson (who had been listening to the jungle drums on-site at MWC), Hudson Barton, James Body, William Volk, Alec Saunders, Thomas Howe and Moishe Maier.

Topics covered included:

• Verizon’s history of invoking VoIP; the “game” for Verizon (Carl Ford 00:30)
• Why Verizon finally had no choice but to do the deal. (Andy Abramson 02:15)
• What were the competitive drivers? (Andy Abramson 03:20)
• How does Verizon benefit from this agreement? (Andy Abramson 04:20)
• Who are the real winners (and losers) from this agreement? (Andy Abramson 05:00)
• How does this differ from what 3 is doing with Skype in nine countries (Andy Abramson 06:50)
• Lost in the announcement: final release of Skype for Symbian (Andy Abramson 07:50)
• Applications implications I: initial thoughts from Thomas Howe (08:15)
• Is Verizon missing a market segment through their smartphone offerings (James Body 09:05)
• Is this net neutral and no risk for Verizon? (Alec Saunders 11:00)
• How this agreement is a win for RIM (Andy Abramson 12:50)
• Dumb pipe or embedded intelligence: (Andy Abramson, Alec Saunders 13:50_ [Note that my last question to Russ Shaw was meant to be quoted as “When can I say ’Call Russ Shaw on Skype’?”, not “on mobile” as stated in this conversation; all four carrier friendly points referenced in this discussion can be found here.)
• Perhaps the most informative commentary: Applications implications II: a very interesting perspective on the mobile application store market from William Volk who has several of the top selling games on the iPhone. Backed up with comments by Mr. Mashup, Thomas Howe  (17:25) Terminology: ECPM – effective CPM. Bill makes some very poignant points about the uniqueness of Apple’s app store and why Verizon’s Get-It-Now app store that has no appeal to developers.

Download

Posts referenced during the call or subsequently relevant:

• Carl Ford: Jim Courtney & Carl Ford Converse about Skype & VZW
• Om Malik, GigaOm: Skype & Verizon’s Fear of the iPhone
• Andy Abramson, VoIP Watch: Skype, Verizon (and Andy) In the News
• Om Malik, GigaOm: Skype CEO: Skype Over 3G on iPhone Soon
• Om Malik, GigaOm: Skype-Verizon Deal: More Details
• Andy Abramson, VoIP Watch: Todd Carothers Point of View on Skype-Defining The Battleground

Thanks to Angelo Mandato at RawVoice for his assistance with getting my first “podcast” up and running using the BluBrry PowerPress WordPress plug-in. And, of course, our thanks to all who participated in the call.

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During my three plus years of blogging, the most educational and informative conference for keeping up with innovation in the “Emerging Communications” space has been eComm, the Emerging Communications Conference (and now Awards). And now eComm is coming to Europe in two weeks.

Conference organizer Lee Dryburgh and his team of advisors have assembled many of the top thinkers and activists in the IP-based communications space with the goal to “promote and accelerate communications innovation”. On the website’s home page is an outline of the forthcoming changes foreseen:

Telecom is becoming software

Today’s model of the telephony and SMS cash-cows will significantly dry up long-term

“Phones” are becoming general purpose always-on computers

A march is underway to change how spectrum is allocated and utilised

Applications innovation is being democratised

The media industry is converging with personal communications

Internet-style ecosystems are starting to pressurise the traditional value chain

Search engines and computer manufactures are encroaching into the space

App downloads; media content and even communication streams are increasingly routing-around operator’s billing systems

The telecom kingdom is fragmenting daily.

It’s only at eComm that you will find respected experts such as Martin Geddes, Thomas Howe, Alan Duric, Brough Turner, Dean Bubley, James Enck, Jonathan Christensen, Jan Linden and Gerd Leonhard all under one roof at the same time. But amongst the others, there’s always at least one or two who will surprise us and challenge our thinking about how the telecommunications industry will evolve. While we all talk about “networking” from a technology perspective, the personal networking at eComm is just as valuable as the presentations.

Also this week it was announced that Skype has taken on the role of Headline Sponsor of the show while innovative companies such as Voxbone, Voxeo, GIPS and Voice Sage are Platinum Sponsors. Without their support Lee would have to triple the registration fees and probably put the conference out of reach for many of the attendees.

Alec Saunders has bought his tickets to go; have you? Click here for a 10% discount when registering.

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The past Monday/Tuesday/Wednesday I attended my first Canadian Telecom Summit – where Canadian telecom carrier and vendor executives have an opportunity to provide an overview of their goals and directions encompassing both recent accomplishments and future plans. Overall many of the speakers succeeded; however, there are still a few telecom executives who want to preach motherhood. The audience comprised a mix of participants in the Canadian telecom ecosystem including both national  and  independent carrier management personnel, telecom business consultants, regulatory body staff, financial analysts and service providers amongst others.

Some highlights:

Building out a national broadband infrastructure (wireless and wireline). While the country can be considered “covered” with broadband and 3G wireless access, there are a multitude of private companies who have invested several billion dollars to build this infrastructure. Bell Canada, Rogers, Telus and MTS Allstream are the major carrier players but there are several regional or local private operations providing backbone to vertical or regional markets, (Atria Networks, Hydro One Telecom and Internetworking-Atlantic are some examples.)

But doing the interconnect between these players, especially at the wholesale/retail interface, is governed by CRTC regulation. A “regulatory blockbuster” forum, encompassing the heads of government relations for four major carriers and a public policy advocate, brought out several of the issues and conflicts from the participants’ perspective. Multi-billions of dollars are being spent this year to build out fiber and wireless infrastructure. Shareholders want to see return on investment; business and consumer customers simply want value for their charges independent of how the connection is routed. CRTC personnel were in the audience but there was no indication as to whether they heard anything new.

Customer Expectations: Simply put, several of the presenters focused on the customer as the primary consideration and marketing target when it comes to developing services. Lots of talk about how the user experience is changing and will change with the range of new services available via mobile data/Internet. However, execution is the challenge.

From comments by various Rogers personnel related to Net Neutrality (separate post) through to the demonstration of user-friendly interfaces that aggregate local and cloud-based personalization of a mobile device the conference covered a range of end user issues. Both the Palm Pre and Comverse demonstrations provided specific examples of how such aggregation can work to the user’s benefit. Microsoft’s “Surface” table demonstration was pretty amazing but it can only become a consumer experience with a significant price drop from the stated $12,000.

It’s about bringing broadband speeds to mobile services: One common theme across most of the presentations was the exponential growth of user demand for mobile services across the data networks. RIM co-CEO Mike Lazardis used physics as the basis of his talk about the future need for more wireless data network capacity through not only additional spectrum but also scalable applications and, based on an inherent strength of BlackBerry devices since their introduction ten years ago, effective wireless data compression to reduce bandwidth demand.

Rogers Chief Strategy Officer Mike Lee pointed out that current investment in wireless and fiber infrastructure dwarfs all other investment in Canadian ICT combined. Four outcomes that I have experienced this year as a result of these investments: launch of their 7.2 Mbps HSPA wireless service reaching 75% of the Canadian population; fiber-to-the-node installed to my neighborhood cable head, 3G service to two central Canada resort areas which I frequent and, most importantly, a robust, stable 3G service compared to my AT&T 3G roaming experience.

The disconnect: However, I also felt a major disconnect with the emerging communications opportunities being discussed at conferences such as Lee Dryburgh’s eComm Conferences and Jeff Pulver’s recently launched HD Communications Summit. Innovative applications, communications enhanced business processes and the productivity benefits of HD Voice were amongst the subjects NOT discussed at Canadian Telecom Summit. Innovative yet profitably successful services such as Voxeo and Jaduka ride over the carrier networks. Yet the Canadian Telecom Summit was an opportunity missed; it had the audience that needs to hear these stories and to build awareness of the services required to facilitate sustainable revenue streams at the carrier level.

Friend Thomas Howe, CEO of Jaduka and more commonly known as Mr. Mashup, puts it succinctly in a recent post, The Sophomore Slump, concludes with:

My suggestion is simple: instead of putting out another solo album, today’s operators need to team up with other musicians. They need push out of their current ecosystem and into others, showing how voice and communications can make other applications better.

…….

The challenge? Operators need to step back from the spotlight, and give somebody else a turn at the microphone. Operators need to admit that they are not expert at anything other than real time communication. The most rational path is for the carriers to partner with others companies that bring other talents and values to the table, [rather] than to use what operators do best to extend their partner’s offerings.

Bottom line: Canada continues to lead the world in delivering communications over a large geography but with relatively small pockets of population. But, instead of hearing oft-stated platitudes about the need for increased business communications, let’s hear about specific examples where enhanced communications applications and services can deliver true productivity enhancements to the both enterprise operations and the end user while bringing significant benefits to our social communications.

Suggested reading: Thomas Howe’s various posts on The Jaduka Exchange – a primer on new telecom services in action. Especially relevant: Unified Communications? No, CEBP.

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Over the past three days there has been a continuous stream of presentations that provide insight into a wide range of issues, opportunities and perspectives in the IP-based communications space going forward. While there will be more posts covering individual presentations, it’s worth taking time to mention a few highlights:

• Most innovative, outside-the-box, presentation: Ge Wang of SMULE (Sonic Mule) and his presentation including recordings of the Stanford Mobile Phone Orchestra (MoPhO). Become your own iPhone musician by breathing gently into the iPhone’s mic using their Ocarina iPhone application (warning: small fee $0.99).
• Most outstanding announcements: three offerings that open up new user experience opportunities in a Voice 2.0 world (Yes, I already blogged about these but they still stand out as winners for both the service providers and end users.)
  • Voxeo: Tropo.com opens up the Voxeo platform,  previously limited to the small population of voice developers, to hundreds of thousands of web developers.
  • Skype: making the superwideband SILK codec available royalty-free to any relevant hardware or software vendor that wants to bring new user experiences to voice calling.
  • Jaduka: the appointment of Thomas Howe as CEO will accelerate the adoption of voice into existing business processes, eliminating the error-prone mundane while opening up new standards for applications such as healthcare procedures, customer satisfaction and service deployment.
• Other presentations of note:
  • Martin Geddes, Head of Strategy, BT: there is value in addressing issues of efficiency and effectiveness inherent to business processes. Martin proposes that the key business model is to satisfy the needs of parties who want to interact with customers; for instance, improve the productivity of call center employees
  • Shai Berger, Fonolo, whose deep dialing service has now mapped out the IVR trees of over 500 companies and presents new opportunities for customer service operations.
  • Mobivox, expanding their voice-activated mobile services platform with their CRM for Voice business tools.
  • iNum, announcing support for IM and presence, initially with Google Talk
  • Alan Duric continues to see ongoing profitability and success at Norwegian service provider Telio. Why? a continuous stream of innovation and new value-added services.
• Some themes and issues across multiple presentations:
  • Spectrum 2.0: several presentations and a panel covering issues related to (the lack of) spectrum management and “white space”. In major markets over 90% of available spectrum remains unutilized.
  • Regulatory issues: the challenge of creating and executing a user-oriented regulatory framework under “the first technology administration”. Network neutrality: is it more a “buzz phrase” than a real issue? Seeding the policy makers with players who understand regulatory issues from both an innovation and business opportunity orientation as opposed to supporting monopolies or duopolies. Aligning regulation with the application potential of emerging communications technology.
  • API’s: several presentations from vendors who provide free API’s that support third party developers in writing applications that are then hosted by the vendor: IfByPhone, Voxeo, Jaduka, Ribbit, Adhearsion (whose Jay Phillips, right, provided a tutorial incorporating programming to Skype for Asterisk),

One note: there were a lot of innovators and forward thinking people amongst both the speakers and the audience. Most interesting was that there were at least six attendees from carriers who were asking the questions about how carriers can adapt to this emerging communications world: SaskTel (2), T-Mobile US, Rogers, NTT. eComm’s biggest challenge for next year will be to attract a larger audience of carrier personnel. In personal conversations I learned a lot about their issues that may work its way into future commentary.

Overall, eComm 2009 once again provided a primer in a wide range of aspects of the emerging communications space. With Thomas Howe leading Jaduka’s CEBP charge into larger enterprises, Voxeo addressing a huge community of web developers, Skype offering new levels of call quality to the entire communications hardware and software community, Fonolo solving that PITA known as punching your way through company IVR systems and Calliflower offering new user experiences in conference calls, the next few months will prove most interesting. Most challenging to observe will be how these technologies and services assist business and personal issues in times of a most challenging overall economy.

Timothy Hay, Wall Street Journal wrote up Jon Arnold’s panel on “New Ways to Monetize Voice” : VoIP Start-Ups Scramble To Find Niche (subscription may be required)

Alec Saunders: eComm – strong stuff

Thomas Howe has long been noted for his expertise in developing “Communications Enhanced Business Processes” (“CEBP”). Fundamentally this involves embedding communications facilitation into a legacy business process such as to reduce operating overheads and/or increase employee productivity. From many of the examples I have seen, I would call it eliminating the “intrinsically mundane” from any requirements for human intervention or participation at a given stage in a business process.

Enriched with his unique sense of humor Thomas has spent the past three years evangelizing CEBP through consulting contracts, speaking at seminars and forums and his personal weblog. Today, Jaduka, a provider of business process optimization through “blending real-time communications into critical workflows”, announced that Thomas has been appointed as CEO of Jaduka. Through this appointment Thomas gets to execute on his passion by seeing his vision implemented across a wide range of enterprises of all sizes.

In a Calliflower conference call this morning Thomas provided more details about where he sees Jaduka heading:

“My focus will be on helping our enterprise software partners and customers employ communications to improve efficiency, employee productivity and customer experience. With an API accessed by companies a million times daily and a platform with 1 billion user accounts, Jaduka is well positioned to serve both the $250 billion BPO and $350 billion Telco 2.0 marketplaces.”

• Jaduka is focused on embedding voice into existing enterprise applications; they are NOT a provider of voice applications (see Voxeo for these)
• the Jaduka API is already called upon over one million times per day demonstrating that it is a solid, tested, robust service
• Jaduka has solved the problem of scalability; this is perhaps Jaduka’s leading differentiation from any competitors
• Jaduka is looking to launch a new service that will make it radically easy to integrate voice into current enterprise applications
• Jaduka focuses its marketing efforts on enterprise developers (and not telephony or voice developers); they look to partner opportunities with enterprise software vendors such as Oracle and SAP as well as system integrators.

Thomas was another of Andy Abramson’s “draft picks” for leading change in the conversation and communications space. From my own personal experience interacting with Thomas over the past eighteen months, Jaduka has a winner at the top who can now deliver cost savings and productivity enhancements to many, many enterprises in these economically challenging times.

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