1 / 19

VoIP: From Disruptive Innovation to Mainstream Opportunity

VoIP: From Disruptive Innovation to Mainstream Opportunity. Gordon VanderBrug Executive VP & Co-founder. The Trends in International Voice Traffic. Retail traffic is moving: From Fixed to Mobile From TDM to VoIP From PTTs to New Carriers. Mobile Growth. % Mobile Orig. % Mobile Term.

felice
Download Presentation

VoIP: From Disruptive Innovation to Mainstream Opportunity

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. VoIP: From Disruptive InnovationtoMainstream Opportunity Gordon VanderBrugExecutive VP & Co-founder

  2. The Trends in International Voice Traffic Retail traffic is moving: • From Fixed to Mobile • From TDM to VoIP • From PTTs to New Carriers

  3. Mobile Growth % Mobile Orig. % Mobile Term. Mobile Subscribers Worldwide (in millions) Portio Research Ltd

  4. Skype Yahoo BB AT&T- CallVantage Verizon-Voice Wing Time Warner BT Consumer Voice over IP Revenues (in billions) Users (in millions) Providers • Vonage • 8x8-Packet 8 • Primus-Lingo • Broadvox • BroadVoice • Iliad-Free • Cablevision • FastWeb • Charter • Cox • Comcast • AOL Ovum, August 2004

  5. New Carrier Share of Intl. Traffic New carrier figure includes only carriers that began operations after 1989 Telegeography 2005

  6. Trends Drive International Traffic to VoIP Carriers • International Wholesale Market Growing Fast • MNOs, Consumer VoIP providers & LECs don’t have international networks – dependent on wholesalers • Inefficient Carriers Are Exiting or Scaling Down Wholesale • International wholesale has become a TRADING business • Many PTTs are not achieving required scale and efficiency • Recent exits, scale downs: • France Telecom, Global Crossing, Cable & Wireless, TeliaSonera…

  7. VoIP - 13% of Intl. Traffic, & Growing International VoIP and PSTN Traffic, 1998 – 2004 (Minutes in Billions) Source: TeleGeography 2005

  8. Significant Market Share iBasis Carries 10 – 30% of International Traffic to: Based on iBasis annualized 2005 traffic and Telegeography 2005

  9. Rapid Adoption of VoIP in the Caribbean • Jamaica and Dominican Republic: top 10 destinations of international VoIP in Latin America* • St Maarten: VoIP roll out in 2004 from International long distance provider • Barbados: international long distance licenses awarded at the end of February 2005 * Telegeography 2005

  10. Changes to the VoIP Landscape • Deregulation continues to spread across the region • IP Interconnects with Major PTTs • Reduction of costs from TDM interconnects • VoIP solutions with SS7/C7 capabilities • Carrier Class Gateways and Softswitches • Interoperability is easier – Session Border Controllers

  11. PTTs & Local Exchange Carriers • Get Your Share of the Minutes! • iBasis sends more than 10 million minutes per day of VoIP traffic to PTTs in Latin America • Our fastest growing region • Leverage the Efficiency • TDM and IP Interconnects • High quality international service for retail voice

  12. iBasis Customers in Latin America

  13. iBasis Overview Minutes In Millions • One of 10 largest carriers of international traffic • Two growing businesses – wholesale & retail • Global Footprint – The iBasis Network • 100+ countries • 300+ international carriers • Achieving Steady Growth in Minutes and Revenues • 2004 Revenue: $264 m • 2005 Q1 Revenue: $89 m • Projecting 40 – 50% growth • Top-ranked International Wholesale Carrier, 2002, 2003, 2004, 2005** VoIP Revenue In Millions * Assuming stable ARPM ** Atlantic-ACM Int’l Wholesale Carrier Report Card

  14. Global Reach Network Operations Center (Burlington) Network Operations Center (Hong Kong) Points of Presence in >100 Countries >1,000 Direct Routes Internet Central Offices iBasis Offices

  15. iBasis Customers – Rest of World

  16. Retail: 20% of Our Business and Growing All Major Metro Markets Retail Revenue in Millions eCommerce Channel

  17. Off-net Sophisticated Quality & Management Systems Termination Origination Carriers PTTs/IXCs LECs/Mobile Emerging PoPs Core Systems • Routing & Rating • Pricing/Quoting/Buying • Automated Billing/Margin/Revenue Analysis • Prepaid/Postpaid CDR Processing • Real-time Network & Performance Monitoring • Configuration/Provisioning iPoPs Prepaid Disposable POSA Mobile eCommerce Web Portal

  18. Conclusion • Global adoption of VoIP: wholesale, enterprise, broadband consumers • VoIP is opportunity, not disruption • Partner with a leader to capture traffic and efficiencies

  19. Thank you.

More Related