<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8">
</head>
<body>
When a report says VoIP what does the author mean? CPaaS? UCaaS?
SIP Trunking? <br>
<br>
Much has changed since that report in 2019 (probably using 2018
data). <br>
<br>
Sinch is big in Europe. They IPO'ed and raised almost $1B to expand.
Buying Inteliquent was to get a foothold in the US. Inteliquent was
owned by PE firm GTCR who acquired it for $800M in 2017. Time to
cash that portfolio company out. <br>
<br>
Twilio and Vonage hold a majority of the API/CPaaS business in North
America, but you can see the market of CPaaS here:
<a class="moz-txt-link-freetext" href="https://www.nojitter.com/cpaas/cpaas-fast-growing-market-crowded-space">https://www.nojitter.com/cpaas/cpaas-fast-growing-market-crowded-space</a><br>
<br>
Bandwidth bought Voxbone to grow internationally. The company
focuses on communication APIs, and serves many prominent UCaaS and
CCaaS vendors, including Cisco, Genesys, Google, Microsoft, and
Zoom. <br>
<br>
Inteliquent (and Onvoy and Neutral Tandem) was a lot of termination
traffic. Toll free. <br>
Bandwidth has some of that business but also the CPaaS platform
business of SMS, notifications and DIDs. <br>
Even at $350M in revenue it is smaller than Inteliquent ($533M) and
Twilio ($1.7B)<br>
<br>
Vonage (Nexmo) revenue is $1B with roughly 30-35% of that being
Nexmo.<br>
<br>
<br>
Regards,<br>
<br>
Peter @ RAD-INFO INC<br>
<br>
<br>
<br>
<br>
<div class="moz-cite-prefix">On 6/23/2021 8:16 AM, Mike Hammett
wrote:<br>
</div>
<blockquote type="cite"
cite="mid:1060569024.8814.1624450579216.JavaMail.mhammett@Thunderfuck2">
<meta http-equiv="content-type" content="text/html; charset=UTF-8">
<style type="text/css">p { margin: 0; }</style>
<div style="font-family: arial,helvetica,sans-serif; font-size:
10pt; color: #000000"><font face="arial, helvetica, sans-serif"><span
style="font-size: 10pt;">"The data is from 2 years ago"</span></font>
<div style="color: rgb(0, 0, 0); font-family: arial, helvetica,
sans-serif; font-size: 10pt;"><br>
</div>
<div style="color: rgb(0, 0, 0); font-family: arial, helvetica,
sans-serif; font-size: 10pt;">Sure, but even two years ago
would it have been right?</div>
<div style="color: rgb(0, 0, 0); font-family: arial, helvetica,
sans-serif; font-size: 10pt;"><br>
</div>
<div style="color: rgb(0, 0, 0); font-family: arial, helvetica,
sans-serif; font-size: 10pt;"><br>
</div>
<div style="color: rgb(0, 0, 0); font-family: arial, helvetica,
sans-serif; font-size: 10pt;">Thus far, I've kind of viewed
Bandwidth as an underdog when measured against the others.</div>
<div style="color: rgb(0, 0, 0); font-family: arial, helvetica,
sans-serif; font-size: 10pt;"><br>
</div>
<div style="color: rgb(0, 0, 0); font-family: arial, helvetica,
sans-serif; font-size: 10pt;"><br>
</div>
<div style="color: rgb(0, 0, 0); font-family: arial, helvetica,
sans-serif; font-size: 10pt;"><br>
</div>
<div><font face="arial, helvetica, sans-serif"><span
style="font-size: 10pt;">"</span><span style="font-size:
13.3333px;">Sinch </span></font><span style="font-size:
13.3333px; font-family: arial, helvetica, sans-serif;">is
buying Inteliquent"<br>
</span><font face="arial, helvetica, sans-serif"><span
style="font-size: 13.3333px;"><br>
I'm always skeptical when someone I've never heard of buys
a major piece of telecom or infrastructure. I'm more
skeptical when the purchaser's web site mostly talks about
API and not infrastructure.</span></font></div>
<div><font face="arial, helvetica, sans-serif"><span
style="font-size: 13.3333px;"><br>
</span></font></div>
<div><font face="arial, helvetica, sans-serif"><span
style="font-size: 13.3333px;"><br>
</span></font></div>
<div><font face="arial, helvetica, sans-serif"><span
style="font-size: 13.3333px;">"Data without clear
methodology is simply obscuring numbers that cannot be </span></font><span
style="font-size: 13.3333px; font-family: arial, helvetica,
sans-serif;">trusted."<br>
</span><font face="arial, helvetica, sans-serif"><span
style="font-size: 13.3333px;"><br>
Agreed. That's why I came here, looking for another view
point.<br>
</span></font><br>
<div style="color: rgb(0, 0, 0); font-family: arial,
helvetica, sans-serif; font-size: 10pt;"><span name="x"></span><br>
<br>
-----<br>
Mike Hammett<br>
Intelligent Computing Solutions<br>
<a class="moz-txt-link-freetext" href="http://www.ics-il.com">http://www.ics-il.com</a><br>
<br>
<br>
<br>
Midwest Internet Exchange<br>
<a class="moz-txt-link-freetext" href="http://www.midwest-ix.com">http://www.midwest-ix.com</a><br>
<br>
<span name="x"></span><br>
</div>
<br>
<hr id="zwchr" style="color: rgb(0, 0, 0); font-family: arial,
helvetica, sans-serif; font-size: 10pt;">
<div style="color: rgb(0, 0, 0); font-family: Helvetica,
Arial, sans-serif; font-size: 12pt; font-weight: normal;
font-style: normal; text-decoration: none;"><b>From: </b>"Peter
Beckman" <a class="moz-txt-link-rfc2396E" href="mailto:beckman@angryox.com"><beckman@angryox.com></a><br>
<b>To: </b>"Mike Hammett" <a class="moz-txt-link-rfc2396E" href="mailto:voiceops@ics-il.net"><voiceops@ics-il.net></a><br>
<b>Cc: </b>"VoiceOps" <a class="moz-txt-link-rfc2396E" href="mailto:voiceops@voiceops.org"><voiceops@voiceops.org></a><br>
<b>Sent: </b>Wednesday, June 23, 2021 12:03:36 AM<br>
<b>Subject: </b>Re: [VoiceOps] Market Leaders?<br>
<br>
The data is from 2 years ago... Inteliquent purchased Onvoy,
and now Sinch<br>
is buying Inteliquent.<br>
<br>
They also do not define what they consider "VoIP Business
landscape" --<br>
minutes? DIDs? something else?<br>
<br>
Data without clear methodology is simply obscuring numbers
that cannot be<br>
trusted.<br>
<br>
On Tue, 22 Jun 2021, Mike Hammett wrote:<br>
<br>
> Does anyone other than ShareTracker have data on market
share? I saw this page when looking for something else.<br>
><br>
><br>
>
<a class="moz-txt-link-freetext" href="https://sharetracker.com/bandwidth-inteliquent-level3-and-peerless-tops-among-voip-carriers/">https://sharetracker.com/bandwidth-inteliquent-level3-and-peerless-tops-among-voip-carriers/</a><br>
><br>
><br>
><br>
><br>
> It didn't seem right that Bandwidth had more of the
market than Inteliquent and Level 3 (and potentially Vonage
and Twilio) combined. That lead me to doubt everything else
in the report.<br>
><br>
><br>
><br>
> -----<br>
> Mike Hammett<br>
> Intelligent Computing Solutions<br>
> <a class="moz-txt-link-freetext" href="http://www.ics-il.com">http://www.ics-il.com</a><br>
><br>
><br>
><br>
> Midwest Internet Exchange<br>
> <a class="moz-txt-link-freetext" href="http://www.midwest-ix.com">http://www.midwest-ix.com</a><br>
><br>
><br>
><br>
><br>
<br>
---------------------------------------------------------------------------<br>
Peter Beckman
Internet Guy<br>
<a class="moz-txt-link-abbreviated" href="mailto:beckman@angryox.com">beckman@angryox.com</a>
<a class="moz-txt-link-freetext" href="http://www.angryox.com/">http://www.angryox.com/</a><br>
---------------------------------------------------------------------------<br>
</div>
<br>
</div>
</div>
<br>
<fieldset class="mimeAttachmentHeader"></fieldset>
<pre class="moz-quote-pre" wrap="">_______________________________________________
VoiceOps mailing list
<a class="moz-txt-link-abbreviated" href="mailto:VoiceOps@voiceops.org">VoiceOps@voiceops.org</a>
<a class="moz-txt-link-freetext" href="https://puck.nether.net/mailman/listinfo/voiceops">https://puck.nether.net/mailman/listinfo/voiceops</a>
</pre>
</blockquote>
<br>
</body>
</html>