Data Revenues: Over The Top

Posted by Sam Churchill on

Venture Beat says Web Real-Time Communication (WebRTC), a new HTML5 framework, will enable the sharing of video, audio, and data directly between web browsers and open the door to a new wave of advanced web applications.

If all goes according to plan, over 50% of all web browsers will support this capability in the next three to four months says Venture Beat.

The goal of WebRTC is to enable applications such as voice calling, video chat and P2P file sharing without plugins.

Asynchronous Javascript and XML (AJAX) got halfway there. It enabled developers to update the components of a page without the need for full page reloads. But WebRTC will spark innovation, enabling new types of applications in telecommunications, gaming, and any other field involving direct user-to-user interaction.

Mobile operators in the U.S. raked in second quarter 2012 data revenues of $19.3 billion, a 19 percent year-over-year increase, according to new research from Chetan Sharma Consulting. Data now represents close to 42 percent of all U.S. mobile industry service revenues, and remains on pace to eclipse the $80 billion mark this year.

Over the top services, such as messaging and voice communications, offered by third parties like Skype and Facebook can ride shotgun on the data channel. They are expected to have a big impact on carriers in the near future. In a year, Sharma expects data revenues to eclipse voice revenues.

To me, this implies that hardware and software firms will want to short-circuit the mobile gatekeepers and buy spectrum wholesale from Dish or Clearwire. It may be inevitable if revenue is driven by advertising, subscriptions, and apps.

Carriers, like the big 4 TV networks, had their day. It’s a multi-channel universe now.

Posted by Sam Churchill on Monday, August 13th, 2012 at 2:48 pm .

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