Why communications is more valuable than ever, just not for operators

A BASIC NEED

2009  Source: Chetan Sharma (2013)

$45

2010 2011 2012 2013

ARPU Trends in US

Q4

2013

Voice  &  Messaging  

Data  

VOICE & MESSAGING REVENUES

DATA GROWTH

Exabytes per Month 12

6

47.1%      

0

Latin America (LATAM) Central and Eastern Europe (CEE) Middle East and Africa (MEA) Western Europe (WE) North America (NA) Asia Pacific (APAC)  Source: Cisco VNI Mobile Forecast, 2013

2012 2013 2014 2015 2016 2017

66% CAGR 2012-2017

6.5% 7.6% 7.7%

 

12.4%

18.7%

WHY?

“ Voice and Text have remained the same for decades The last operator driven innovation was interoperability.

“

- Chetan Sharma

Voxer 80

Instagram 200

Snapchat 100

Viber 300

Kik 100

Tango 250

Kakao 150

Line 300

Facebook 1.3bn

Skype 600

Whatsapp 500

SO WHY THE $$BN OTT VALUATIONS

 

50% ARE OTT, THE REST… SOCIAL

SINCH FACTS

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Cloud communications platform

5 billion mins processed  

 

+40 staff, Stockholm (HQ) and San Francisco    

$12m in financing 2014  

 

Investors: Index Ventures and Balderton Capital

Confidential and Property © 2014 Sinch

“OUT OF THE BOX” COMMUNICATION FEATURES

App-App calling App-Phone calling IM/Group Messaging SMS

Android iOS REST

Group Data Calling

A/V Messaging & File Sharing

Call Recording IVR SIP On-Demand Phone

JavaScript

Confidential and Property © 2014 Sinch

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id<SINCallClient> callClient = [sinchClient callClient]; [callClient callUserWithId: @”John”]

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@andreascbandreas@sinch.com