VoIPWatch

Ex Truphone -James Body's Son Sebastian Died Too Soon

Sad news department ---I was about to write a few overdue wine notes today, but I wanted to catch up on things about ClueCon and Dangerous Demos with long time Truphone exec turned Not Spot maven James Body in the UK. 

While VoIPWatch is not the obituary column, it is a mode of communication for now 16 years that has the eyes and attention of the VoIP and Telecom community paying attention to it.  I just reached James a short few minutes ago, as he's been a friend and colleague of now over 15 years, to only be saddened to learn the news of the passing of his 20 year old son, Sebastian just two weeks ago. And it had nothing to do with Covid-19.

They often say that the loss of a child is the parents biggest loss they can ever have in life, and for James and Sophie I know this is truly the case.

To say, it was shocking and devastating is an understatement. On many a trip to the Body house I would see the inquisitive, smart, lively and very fit Seb constantly looking to learn and act well beyond his years. I can still remember the trip to Wiltshire with my then wife, Dr. Helene Malabed, D.O.  where when we visited the Body family one year (2007 or 2008) and there was Seb yearning to learn. Outwardly inquisitive and a very lively young man.

The coroner's inquest is underway, but the details as of now are simply after returning from a successful internship in Singapore a few weeks earlier, Seb was home, bigger, stronger and more energetic than ever, according to James. One day, he was found on the floor of the bathroom, found by Sophie, but already gone.

I asked James if he minded me sharing this, and he replied to the affirmative, as he felt that talking about it is still hard so, and it would be easier this way.

James and family are well, but still they need our love, and emotional support, so please send your thoughts, prayers and condolences their way.

The MicroSwitch: My Analysis On The Microsoft's MetaSwitch Buy

When the news broke yesterday about the pending Microsoft acquisition of MetaSwitch I was going to write a post outlining why, but pal Rich Tehrani did such a good job with his, by providing a first glance analysis, I decided to hit pause and let my thoughts settle in.

 

Pain and Suffering

First, I wanted to look at who this hurts.

This is a big blow to Ribbon who had been rumored to be deep in talks to supply Kandy with the telecom functionality that Microsoft lacked. Ribbon is/was one of two SBC providers already certified to work with Microsoft Teams for direct routing to analog devices via gateways and one of six with SIP based SBCs.  The second company on the list that came to mind, literally, was Audiocodes, which like Ribbon was already on the approved list. While Microsoft will likely continue to allow them to be approved, where do you think the bulk of the business will go. If I'm Ribbon or Audiocodes I'm checking my contract and NDAs, meeting notes and more because all that intellectual capital that was shared with Microsoft is now their's to apply with MetaSwitch...OUCH. Oh, and this in a broadside way hits Oracle too via Acme Packet and Tekalec acquisitions, but for Oracle this buy doesn't cut as deep as it does to Ribbon or Audiocodes.

Next I took a look at where within Microsoft the transaction was being announced. It wasn't the Teams or Office groups, but instead it was Azure. This is as poker players say, is a "tell" because it's where the NFV (network function virtualization) and SDN (software defined networking) will reside.

Mobile Enterprise

In essence everything that MetaSwitch that can be in the cloud, will reside there. Here MSFT will be able to be a telecom pieces and parts supplier to telcos, mobile operators and enterprises wanting to have a full stack solution. This immediately takes aim at Nokia, Ericsson and the Chinese supplier Huawei. If I'm working with Qualcomm or InterDigital, I'm quickly checking what patents MetaSwitch was using of theirs, or seeing what I've got telephony wise for openers and I'm heading to Redmond to talk to Microsoft about as those algorithms that scale and can work with 5G.

More importantly, for upstarts like Telet Research in the UK, who are working on filling voids created by mobile operator NotSpots with mobile connectivity, this type of stack immediately gives them the all cloud infrastructure they need. Add Teams to that, complete with softphone, and they have a carrier in a box solution for 5G. This is important because small cells, 5G and enterprise workers = mobile operator of your own. Little Telet is poised to be a leader here.

The reason for this is at the enterprise level, Microsoft can begin to offer a unique combination of "work site" and "remote workplace" services, and delivery of them in a more secure, highly available environment. This got me thinking about Skype. Many have cast Skype to the curb with teams. But one piece of Skype's technology of old was a really serious encryption algorithm. JOLTID which was virtually uncrackable at the time. 

Encryption

This piece of technology, which has been sitting on the sidelines as  Skype morphed to SIP and in turn laid the groundwork for Teams, is incredibly important as enterprise customers look for more privacy that encryption provides. All one needs to do is look at Signal, Telegram, WhatsApp and even SilentCircle, to realize that shadow IT in the voice, text and video world all are thriving. Move the P2P encryption into the NFV/SDN world and give the enterprise back its privacy and Microsoft has a sector gobbler. Why? Like Cisco, enterprise IT has learned to trust Microsoft flaws and all. And as Teams keeps being their heroin into the Office, and as Microsoft keeps using the "drug dealer strategy" where that first hit's free, the door is being opened. Not narrowly, but wide enough to roll the truck through.

Timing

Next is timing. Microsoft has been testing telephony with Teams via what they call Direct Routing in the UK and Canada and now has rolled it out in the USA.  For the next 18-24 months I see this as more of a solution for the do it your selfer type techie, or the Enterprise IT group that has a department large enough to support a round the clock telephony IT team.

While some may infer that this is a threat to the likes of 8x8, RingCentral, Vonage or Dialpad, that's hardly the case. Doing telephony right and keeping it running isn't easy at all. And while others may think this attacks the white label players who focus on the small to mid market business world, it's also not a threat. There's just too much complexity to doing telephony right, and unlike Apple, or even Google, Microsoft doesn't make doing things easy. If anything, they help support the ecosystem of IT engineers and techs more. 

One also has to look at what this does to Google. Microsoft is never the "first mover" into any sector. Google has their fledgling Google Voice for Business service. It gets almost no attention. You never hear of it really being used, promoted or touted. Google is spending more time fighting Zoom with Meet than making what was internally called Wolverine a day to day business service. If Google isn't chasing the phone using market themselves, Microsoft, which has always been known for "selling through the channel" likely won't be either. Sure business can add this to their Office 365 service, but without some helping hands, well, it won't be on anyone's must do list anytime soon. Move on, as for Microsoft they have bigger fish to fry.

More Pain, More Gain

It does however bring up ideas of how this hurts Microsoft's perennial nemesis, Cisco, and their Broadsoft acquisition. Now MSFT has something for the large telcos like AT&T, Verizon, Vodafone, Orange, Telstra who can market the TEAMS telephony service at likely better rates than their Broadsoft licenses. Microsoft has been courting them since the Skype buy, and its been working. Big pond. Big fish. Channel. All what Microsoft wants.

What API Would Like With That Cloud

Instead I would look at what API's can be built from the MetaSwitch stack and think about how instantly Microsoft can become the CPaaS slayer of Twilio, Nexmo, Plivo, and provide the type of integration web devs need to look to Zapier for. If I'm Twilio I'm looking to Amazon or Google for richer alignments, as the ability to deploy, distribute and scale in the Azure cloud is likely as good or better than AWS, and Microsoft can bundle those pieces and parts that right now a develop has to cobble together.  Those features also are the same kind of integrations that Slack users love and which Teams is chasing. Well, not much longer.

Wind Up

This is an upper end of the tech stack type play for Microsoft in the short term. The NFV and SDN aspects of the buy, and the pieces and parts to support telcos and really the enterprise scale business are clearly there. Add in Teams and the soft entry point is telephony, but this is really about Microsoft becoming an Information Services provider, not simply about dial tone.  

For Microsoft this is about getting businesses, the big ones to switch to Microsoft Azure, back to Office and from Slack to Teams. 

That's why this is about is what I'll call:

MicroSwitch......

How Skype Fell to Zoom

WiredUK has a drill down on how Microsoft's SKYPE lost the video calling war to ZOOM. Long time media voice turned VC, and friend, Om Malik, is quoted heavily in the story, and Om's right. 

While pointing to the rise of Microsoft Teams as a contributory factor due to Microsoft's internal decisions, both Wired and Om missed one of the key contributors to SKYPE's demise; that's also the reason why Microsoft put its bets on Teams while letting SKYPE wither in the wind. 

SLACK.

Before Slack, for many workers, SKYPE was the way they messaged one another, and people outside their organization. It allowed them to text, share files and advance to a call, then a video call and even a group video call. But as Slack took chat and file-sharing traffic over, offered deeper integration with Google Drive, DropBox, Box, as the ability to start a call with a few keystrokes with many calling and conferencing services, the use of Skype for calls became less and less necessary.

Slack's rise was contributing to less use of Skype in business. And in essence, Microsoft's own efforts to counter Slack with Teams took away efforts to keep Skype alive.

Combine that with what Om said about Microsoft and the phrase "muck it up," and you had the perfect storm. As the Covid-19 pandemic arrived and more people started to need to "see" one another, ZOOM swept in with a well-timed PR campaign. ZOOM's integration with Slack isn't a "Johnny come lately" move either that arrived at the start of Covid-19, like Houseparty's rapid ascent or the repositioning of Hangouts to Meet by Google. Those are playing catch up. ZOOM has had a longstanding integration with SLACK. And, that "love affair" was already blooming. Many Slack users were already ZOOMing, just as they also have been using UberConference or Go To Meeting the same way for many years. 

While Skype has the same Slack integration , Zoom kept working and deepening the Slack relationship, and with shared channels that allowed people to work across organizations available, just like Skype, they offered users more integration. 

Right now, Slack plus Zoom is winning the battle. If Teams can succeed in moving business over from Slack, then Zoom has to worry about the ground it gained shifting to Teams. 

5G Delays May Be Good News. Here's Why

As we live through the new normal we need to reassess our plans. And when it comes to 5G there's a lot of room for reassessment. Here's why.

Already we're seeing reports that due to Covid-19 and impact on people and the economy globally, 5G rollouts may be slowed down. While the 5G conspiracy theorists will revel in the pause button being hit, that's not why this is good news. It's good news because all the plans for 5G rollout had to do with where people, and their mobile devices were, not where they are today and likely where they will more often be in the future.

Much like where fiber is being deployed, not where it's needed now, 5G was largely planned to go where the densest levels of usage were or where coverage gaps that needed filling were. Now with more work from home, schooling at home and just everything happening (or not happening) at home, the need to look at coverage maps, deployment schedules and locations of cell towers and micro-cells all changes. 

The tower companies and telcos though are not like small PT boats that can quickly turn in the sea. They operate more like battleships and destroyers. That means they don't shift around very easily, very well or most importantly, very quickly.

Lots of research went into where 5G is going to be deployed. Then there's securing the towers, erecting new ones, getting local approval, all before the merger of T-Mobile and Sprint throws a big monkey wrench as swaps of towers and the agreements that are already in place need to change hands and more.

 

 

In effect, the hitting the pause button allows the biggest enemy of a deployment, time, to reset. Now with new data being collected from LTE/4G usage, traffic patterns and online usage of cable, fiber and DSL connections, the telcos can rethink where they put 5G and when. 

This is important as more data keeps coming out everyday that working from home isn't any longer an aberration, but really the harbinger of things to come. By having the time to sift through the new data, the telcos can now move their uninstalled gear, and RAN (radio access networks) efforts to where the people are, not where they used to be.

Sure the business sectors and commercial corridors will need 5G, but with traffic counts way down, and people shopping more and more online, having groceries delivered and more, the rush to make sure the commercially dense areas are covered isn't any longer as important. Home is. That's where 5G needs to be.