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mVoIP – coming of age, and
with a vengeance
Open Mobile Summit | London 08.05.11




Giles Corbett @GiCorb | LifeisbetterON @lifeisbetteron


  | orange vallée | 1 |
Technology – here, old hat, and
only becoming more VoIP friendly




| lifeisbetterON | 2 | 08.05.11 | OMS: mVoIP | public
| lifeisbetterON | 3 | 08.05.11 | OMS: mVoIP | public
Economics – make sense in a way that
no traditional network-based service
can match



| lifeisbetterON | 4 | 08.05.11 | OMS: mVoIP | public
Cheap?


                Hour of circuit                              Cost of data for
                switched Voice                               an hour of VoIP




               £1.50                                         £0.40*
                                                              * and £0.00 when
                                                              over wifi

                                 wholesale prices for MVNOs for an on-net call


| lifeisbetterON | 5 | 08.05.11 | OMS: mVoIP | public
Sk-hype?




             Annual product
             development
             budget                                     $40M*
                                                            * Up from $8M
                                                            prior to eBay acq.

                                                        Source: (rounded) analysis of IPO registration


| lifeisbetterON | 6 | 08.05.11 | OMS: mVoIP | public
Sk-hype?


                                    • Annual new users
                    150             • Cost $0.80 each

                                    • 1/5th convert to regular users
                      30            • Cost $4 each

                                    • 1/20th convert to paying users
                     1.5            • Cost $80 each


                                                        Source: (rounded) analysis of IPO registration


| lifeisbetterON | 7 | 08.05.11 | OMS: mVoIP | public
Viber: Viral, better?



                                                                              Dec.
       August                     September                 Oct & Dec                        Dec. 10th
                                                                              2nd


                                                                                       •   3m downloads
Twitter and Facebook          Video on YouTube           Teasing on Twitter
                                                                              Launch   •   #1 app on the App
 accounts creation           http://bit.ly/hc68fe          and Facebook
                                                                                           Store




 | lifeisbetterON | 8 | 08.05.11 | OMS: mVoIP | public
User experience – the argument to
trump all others




| lifeisbetterON | 9 | 08.05.11 | OMS: mVoIP | public
Device rather well suited…

                                                         earpiece



                                                         feedback




   Microphone


| lifeisbetterON | 10 | 08.05.11 | OMS: mVoIP | public
Integrated into address book




| lifeisbetterON | 11 | 08.05.11 | OMS: mVoIP | public
Feedback

                                                         Was your
                                                         message
                                                         delivered?

                                                         Has it been read?




| lifeisbetterON | 12 | 08.05.11 | OMS: mVoIP | public
Transfer, share

                         Turn the call into a
                         video-call



                         Share a photo, a
                         scribble, a file
                         during the call




| lifeisbetterON | 13 | 08.05.11 | OMS: mVoIP | public
Group

                                           Chat or call with a
                                           group



                                           as easily as with a
                                           person




| lifeisbetterON | 14 | 08.05.11 | OMS: mVoIP | public
Context

                                           See what people
                                           are up to as you
                                           call them.

                                           Are they
                                           available?

                                           Where are they?




| lifeisbetterON | 15 | 08.05.11 | OMS: mVoIP | public
Availability

                                           Choose who can
                                           reach you, and
                                           who can’t.

                                           Base it on time,
                                           location,

                                           Or even on
                                           surrounding
                                           noise, brightness
                                           movement….




| lifeisbetterON | 16 | 08.05.11 | OMS: mVoIP | public
Which? In an OTT model, the market will find
out

                                           $8-40M, not $200-$1000M



                                           No single plan



                                           Many attempts, some success




| lifeisbetterON | 17 | 08.05.11 | OMS: mVoIP | public
thank-you.




| lifeisbetterON | 18 | 08.05.11 | OMS: mVoIP | public

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mVoip - coming of age, and with a vengeance

  • 1. mVoIP – coming of age, and with a vengeance Open Mobile Summit | London 08.05.11 Giles Corbett @GiCorb | LifeisbetterON @lifeisbetteron | orange vallée | 1 |
  • 2. Technology – here, old hat, and only becoming more VoIP friendly | lifeisbetterON | 2 | 08.05.11 | OMS: mVoIP | public
  • 3. | lifeisbetterON | 3 | 08.05.11 | OMS: mVoIP | public
  • 4. Economics – make sense in a way that no traditional network-based service can match | lifeisbetterON | 4 | 08.05.11 | OMS: mVoIP | public
  • 5. Cheap? Hour of circuit Cost of data for switched Voice an hour of VoIP £1.50 £0.40* * and £0.00 when over wifi wholesale prices for MVNOs for an on-net call | lifeisbetterON | 5 | 08.05.11 | OMS: mVoIP | public
  • 6. Sk-hype? Annual product development budget $40M* * Up from $8M prior to eBay acq. Source: (rounded) analysis of IPO registration | lifeisbetterON | 6 | 08.05.11 | OMS: mVoIP | public
  • 7. Sk-hype? • Annual new users 150 • Cost $0.80 each • 1/5th convert to regular users 30 • Cost $4 each • 1/20th convert to paying users 1.5 • Cost $80 each Source: (rounded) analysis of IPO registration | lifeisbetterON | 7 | 08.05.11 | OMS: mVoIP | public
  • 8. Viber: Viral, better? Dec. August September Oct & Dec Dec. 10th 2nd • 3m downloads Twitter and Facebook Video on YouTube Teasing on Twitter Launch • #1 app on the App accounts creation http://bit.ly/hc68fe and Facebook Store | lifeisbetterON | 8 | 08.05.11 | OMS: mVoIP | public
  • 9. User experience – the argument to trump all others | lifeisbetterON | 9 | 08.05.11 | OMS: mVoIP | public
  • 10. Device rather well suited… earpiece feedback Microphone | lifeisbetterON | 10 | 08.05.11 | OMS: mVoIP | public
  • 11. Integrated into address book | lifeisbetterON | 11 | 08.05.11 | OMS: mVoIP | public
  • 12. Feedback Was your message delivered? Has it been read? | lifeisbetterON | 12 | 08.05.11 | OMS: mVoIP | public
  • 13. Transfer, share Turn the call into a video-call Share a photo, a scribble, a file during the call | lifeisbetterON | 13 | 08.05.11 | OMS: mVoIP | public
  • 14. Group Chat or call with a group as easily as with a person | lifeisbetterON | 14 | 08.05.11 | OMS: mVoIP | public
  • 15. Context See what people are up to as you call them. Are they available? Where are they? | lifeisbetterON | 15 | 08.05.11 | OMS: mVoIP | public
  • 16. Availability Choose who can reach you, and who can’t. Base it on time, location, Or even on surrounding noise, brightness movement…. | lifeisbetterON | 16 | 08.05.11 | OMS: mVoIP | public
  • 17. Which? In an OTT model, the market will find out $8-40M, not $200-$1000M No single plan Many attempts, some success | lifeisbetterON | 17 | 08.05.11 | OMS: mVoIP | public
  • 18. thank-you. | lifeisbetterON | 18 | 08.05.11 | OMS: mVoIP | public