When a report says VoIP what does the author mean? CPaaS? UCaaS? SIP
Trunking?
Much has changed since that report in 2019 (probably using 2018 data).
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.
Twilio and Vonage hold a majority of the API/CPaaS business in North
America, but you can see the market of CPaaS here:
https://www.nojitter.com/cpaas/cpaas-fast-growing-market-crowded-space
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.
Inteliquent (and Onvoy and Neutral Tandem) was a lot of termination
traffic. Toll free.
Bandwidth has some of that business but also the CPaaS platform business
of SMS, notifications and DIDs.
Even at $350M in revenue it is smaller than Inteliquent ($533M) and
Twilio ($1.7B)
Vonage (Nexmo) revenue is $1B with roughly 30-35% of that being Nexmo.
Regards,
Peter @ RAD-INFO INC
On 6/23/2021 8:16 AM, Mike Hammett wrote:
"The data is from 2 years ago"
Sure, but even two years ago would it have been right?
Thus far, I've kind of viewed Bandwidth as an underdog when measured
against the others.
"Sinch is buying Inteliquent"
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.
"Data without clear methodology is simply obscuring numbers that
cannot be trusted."
Agreed. That's why I came here, looking for another view point.
-----
Mike Hammett
Intelligent Computing Solutions
http://www.ics-il.com
Midwest Internet Exchange
http://www.midwest-ix.com
------------------------------------------------------------------------
*From: *"Peter Beckman" <beck...@angryox.com>
*To: *"Mike Hammett" <voice...@ics-il.net>
*Cc: *"VoiceOps" <voiceops@voiceops.org>
*Sent: *Wednesday, June 23, 2021 12:03:36 AM
*Subject: *Re: [VoiceOps] Market Leaders?
The data is from 2 years ago... Inteliquent purchased Onvoy, and now Sinch
is buying Inteliquent.
They also do not define what they consider "VoIP Business landscape" --
minutes? DIDs? something else?
Data without clear methodology is simply obscuring numbers that cannot be
trusted.
On Tue, 22 Jun 2021, Mike Hammett wrote:
> Does anyone other than ShareTracker have data on market share? I saw
this page when looking for something else.
>
>
>
https://sharetracker.com/bandwidth-inteliquent-level3-and-peerless-tops-among-voip-carriers/
>
>
>
>
> 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.
>
>
>
> -----
> Mike Hammett
> Intelligent Computing Solutions
> http://www.ics-il.com
>
>
>
> Midwest Internet Exchange
> http://www.midwest-ix.com
>
>
>
>
---------------------------------------------------------------------------
Peter Beckman Internet Guy
beck...@angryox.com http://www.angryox.com/
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