Analyst Jon Arnold has written a killer piece this morning for TMC proclaiming that VoIP is not dead, and he's right. The acquisition of Sylantro by Broadsoft sure proves that, but Arnold goes much deeper.
In his well penned muse, the laser focused, hard charging Boston Red Sox fan points out that many are crying the blues, when there's growth and green ahead, calling attention to ten or so companies that are making a difference. (Note: Six of the ten are clients of my agency Comunicano so I'm very happy to see this kind of endorsement.)
Arnold is right on target when he refers to the service providers being the beneficiaries of VoIP. The consumer game is pretty much over. The cable guys are winning that battle Arnold pretty much admits, a point I've been making for a few years. As a result the companies he highlights are all well positioned and well poised to work with both the cable operators, VSP (Voice Service Providers), Mobile Operators and telcos to deliver next generation services, not simply dial-tone and call connection.
Let's face it, none of the service providers have been investing in new networks and new technology to power them to deliver the same old service.