SD-WAN strengthens the position of OTT hosted UC providers vs. the incumbent operators as it makes the operators’ advantage of owning the network less valuable. SD-WAN reduced the operational cost associated with providing hosted UC in high quality as it removes the need for MPLS. Combined with WebRTC, adding real-time communications as a feature to existing SaaS applications has never been easier.
MPLS and DIA are built for the past and don’t support cost and technical requirements of the modern enterprise. SD-WAN will be like the Firewall is today for enterprises. It will become common among enterprises. It doesn’t mean MPLS will go away, but with the capability of Hybrid WAN as part of SD-WAN, MPLS will become less critical, less traffic will go over it,
Expect more of these silent integrations of WebRTC enabled services with other, non-communication centric services to come. Communication is added to specific services as a feature. It also means plain vanilla communication is of less value. We already said that the value of voice goes down to zero and that the value of it is the service in which it is embedded in.
Give VoIP calls the same priority as operator telephony calls is a strategic decision of Apple to pull the rug out from under the operators’ user experience advantage. As OTT VoIP and operator calls are made equal on iOS10 users will become more indifferent as to which service to use. It makes the embedding of telephony in business communications and collaboration services more natural.
As Michael Lewitt mentions in his post, the rich get richer but looking at it from a technology and business standpoint rather than from a financial one we see that those who adapt to globalization, technology cycles and user behavioral changes are at the top of the list. It is true in communications and also in retail. WebRTC is helping global service providers enlarge their cake
Although it looks like the Dropbox WebRTC honeymoon wasn’t a successful one, looking at the market Dropbox is operating in, it must take WebRTC and unified communications seriously. The major gap it has now is in the unified communications part (voice, video and messaging). WebRTC is what can help Dropbox close this gap and become its growth engine in the enterprise space.