We analyse WebRTC to identify the evolving market and business environment . We especially focus on API providers, gateway manufacturers and telecommunication carriers as some of those who might benefit from the coming boom. They are in clear, uncharted "blue ocean" waters, where there is little competition and clear business cases to be made. This in contrast to the many B2C sites, who will create what is known as a "red ocean" environment. Dog eat doc, 1000s of upstarts, 1000s of roadkill. Good for very lean, very idealistic teams targeting "black swan" success stories.

1. WebRTC: Show me the money!
Where‘s the beef for telecommunication carriers?
mm1 Future of Communications Forum
March 2013

2. WebRTC is the latest (r)evolution in
IP-based telecommunication
Comparison on WebRTC
the next slides
Degree of network independence
P2P VoIP
VoIP
PSTN
Time
 Circuit-switched  Based on SIP  Fully internet-based  Fully internet-based
 Electric equipment  IMS core  Peer-to-peer  Only web browser
 Switched lines  Non-trivial server  Client required required
structure  Walled gardens
mm1 Future of Communications Forum: On WebRTC 2

3. OTTs constitute walled gardens with dedicated installers
  closed ecosystem
closed ecosystem
Dedicated client software required Walled garden
(Each screen requires its own client) (No interoperability
between ecosystems)
mm1 Future of Communications Forum: On WebRTC 3

4. WebRTC is high-quality, interoperable audio & video
communication directly built into browsers
Open ecosystem
Powerful
media
engine
WebRTC built into browser

No client software necessary No walled garden
(Only browser with WebRTC function) (Interoperability not
depending on client used)
mm1 Future of Communications Forum: On WebRTC 4

5. High market relevance due to backing of major players
Developer Editors
Participants
Open source Open standard
mm1 Future of Communications Forum: On WebRTC 5

6. Simplicity and openness encourage WebRTC acceptance
 No Telco know-how required
 No sophisticated
Simple programming skills required
code
Wide reach
Open Open
source standard
 Lowers entry barriers  Encourages adoption
(cost, time)  Ubiquitous component in
 Encourages participation most modern browsers
mm1 Future of Communications Forum: On WebRTC 6

7. As the future ‚browserphone‘, the disruptive potential of
WebRTC is immense
Powerful product Major players Openness & simplicity
WebRTC is the „browserphone“:
The web browser becomes a valid telecommunication endpoint!
mm1 Future of Communications Forum: On WebRTC 7

8. Due to its low entry barriers and potential impact
the WebRTC market will be crowded
Degree of network independence /
Height of entry barrier
for new players
PSTN
VoIP
P2P VoIP
WebRTC
Time
mm1 Future of Communications Forum: On WebRTC 8

9. WebRTC does not specify a backend infrastructure
or
?
 
Focus
What is your How to deal with How to connect
name and how do asynchronous two WebRTC
I find you? requests? users?
Directory Online / offline Switching / signalling
mm1 Future of Communications Forum: On WebRTC 9

10. Third parties will provide backend infrastructure
B2C playing field B2B playing field
Glue between B2C
and B2B worlds
End user B2C service offering WebRTC API Gateway Carrier network
 New venture- & UX-driven  Provides simple  Handle media  Provide infrastructure
services (to be invented) interface for B2C streams & interoperability
 No telco know-how service providers  Break-out/-in to  Unique scalability
 Telco know-how telco networks
mm1 Future of Communications Forum: On WebRTC 10

11. The beef is in B2B and B2B2C where the ocean is still blue
Red ocean: many small players Blue ocean: Here‘s the beef!
frisB
Twilio
C-Button
mm1 Future of Communications Forum: On WebRTC 11

12. Conclusion: By combining their strengths to enable B2C
players, API providers, gateway manufacturers and carriers
can participate in the upcoming WebRTC boom
 B2C sites focus on user experience (UX)
 Large number of market entrants due to low entry barriers
 Monetization path still being defined
B2C service (SaaS)  Long tail, high disruption business optimally suited to small players
 API providers straddle the gap between network core and B2C sites
 They leverage deep know-how in telecommunication infrastructure
as well as the design of developer-friendly APIs
API provider (SaaS)  Provide B2B2x services to WebRTC applications
 The most important component in connecting WebRTC and SIP
 Gateway and platform providers handle media streams and provide
transcoding, mixing and relay services
Gateway (PaaS)  Provide break-in and break-out services to and from carriers
 Operate the backbones, can provide scalability and offer QoS/QoE
as well as billing services
 Provide interconnection with DIDs
 Have the know-how and relationships to deploy gateways and API
infrastructure

13. Care to know more? Just call:
Dr. Harry Behrens
Senior Consultant
+ 49 (171) 2279940
h.behrens@mm1-consulting.de
13