We finally concluded the quarterly update on 2Q07 NGN voice, or what we internally call New Voice Networks. Due to the holiday season, nearly half the contacts at vendors and service providers were out on vacations. As such this update has taken a much longer time than usual. The next one will be published on time by 15th November.

We have been blogging on this subject for the last one month or so. Below is the list of 2Q07 market leaders (worldwide) in NGN/NVN sub-categories we track:

Continue reading "New Voice Networks: 2Q07 Update" »

• Last blog related to 2Q07 VoIP update

• Enterprise VoIP gateways: 3.8m ports generating revenues of $127 million

• Enterprise ATAs: 1.03 million ATAs generating revenues of $55.6 million

• Enterprise IP Phones: 2.56 million phones generating revenues of $225.4 million

• Market leader is Cisco in all three categories

Out of the 214 billion National Long Distance VoIP minutes during 2Q07 that we reported a few days back, 58.9 billion were packetized wireless trunking minutes carried by Voice-over-IP/Packet networks implemented by cellular operators worldwide. Leading carriers include AT&T, China Mobile, T-Mobile, Telefonica, and China Unicom.

But there are some other forward looking carriers in this list too. And they include Saudi Telecom, True Move (Thailand), and VimpleCom (Russia).

Continue reading "Sonus far ahead in VoIP deployments in wireless" »

I am going to post the TOC of the report tomorrow. But here are the main findings:

• Service providers worldwide recorded an estimated traffic volume of 302.7 billion VoIP minutes during 2Q07

• Split: 64.6 billion local, 214 billion national long distance (nld), 24.1 billion international long distance (ild)

• Local split: 61.9 bn is retail VoIP, 2.7 bn is wholesale local VoIP

Continue reading "VoIP clocked 302.7 billion minutes in 2Q07" »

• NTT VoBB customers: 3.8 million. NTT East 2.1m, NTT West 1.7m

• NTT VoIP/VoBB ARPU: 4800 yen

• Softbank BB: VoIP subscribers around 5m

Continue reading "Japanese VoIP 2Q07 update" »

• Voice revenues of $292 million during 2Q07

• VoIP revenues in the range of $100 million to $120 million. VoIP revenue generated from domestic and international voice termination services, and VoIP local inbound, enhanced local and toll free services

• Revenue includes $6 million reciprocal compensation

Continue reading "Level 3 2Q07 VoIP update" »

• $114 million revenues from carrier voice, which represents about $46 million decrease on same quarter last year. Decline due to reduced emphasis on carrier voice wholesale and increased focus on enterprise VoIP services.

• VoIP traffic: estimated between 4 to 5 billion minutes during 2Q07, about 8-to-10% of which is international long distance

• Has decommissioned 8 legacy TDM switches so far

Continue reading "Global Crossing 2Q07 VoIP update" »

• 3.017 million VoBB subscribers in France as of end 2Q07

• VoBB subscriber base represents about 46% ADSL customer accounts

• 623k VoBB customers outside France (mainly in the UK)

Continue reading "France Telecom 2Q07 VoIP update" »

• Ended 2Q07 with 1.7 million VoBB subscribers, a 23% increase over previous quarter

• Capex spent of over GBP 900 million (approx $1.8 billion); nearly 30% spent on 21CN and related projects within BT Global Services and BT Wholesale divisions.

• Commercial deployment of VoIP within 21CN going well.

• Estimated VoIP traffic carried during the quarter: 1.8 billion, over half of which is local call volume

Continue reading "BT 2Q07 VoIP update" »

• 924k VoBB subscribers (in Italy) at the end of 2Q07, near about 70% increase over 1Q07 subscriber figures

• VoBB subscribers represent about 15% of broadband subscriber base

• VoIP International Long Distance (ILD) minutes carried during 2Q07: 920 million

Continue reading "Telecom Italia 2Q07 VoIP update" »

• China Unicom: 3.2 billion National Long Distance (NLD) VoIP minutes, 26 million International Long Distance (ILD) VoIP minutes

• China Mobile: Estimated 9.8 billion VoIP minutes, mostly NLD

• China Telecom: Estimated 12.5 billion VoIP minutes of NLD, 29.4 billion minutes of VoIP local call volume (through iPAS)

• China Netcom: LD VoIP minutes info: to be updated later, 19.6 billion minutes of VoIP local call volume (through iPAS)

In 2Q07, vendors shipped a total of about 4.1 million VoIP Subscriber Feature Server (SFS) licenses for deployment in service provider networks, generating $76.9 million in revenue. As in previous quarters, Europe is leading in the VoIP SFS deployment owing to a strong residential VoBB market. However, North America was not that far behind during the quarter.

Cisco leads the VoIP SFS lines market on a worldwide basis with a market share of 15.8 percent. That lead is followed by UTStarcom at number 2 and Comverse at number 3 worldwide.

Continue reading "4.1 million VoIP Subscriber Feature Server licenses sold in 2Q07" »

Cablevision

• 1.4 million VoIP subscribers as of 2Q07

• Added about 1 million new VoIP subscribers during the quarter

• $128 million revenue from VoIP during the quarter

Continue reading "Cablevision and Cox 2Q07 VoIP update" »

Over 2.23 million IP-only PBX lines were sold in 2Q07 generating revenues of over $208 million during the quarter. Cisco was the overall market leader.

Among the non-Cisco shipments in the category, Mitel emerged leader with 42% market share, followed by 3Com, ShoreTel, and Inter-Tel (also part of Mitel now).

Continue reading "2.23 million licences of pure IP PBX sold in 2Q07" »

Continued strength in IMS deployments.

BroadSoft witnessed a lot of interest in FMC from carriers during the quarter

Cable business: growing success with cable operators. In North America, announced Cox so far; other cable operators in the US in various phasesof deployment with Broadsoft

Continue reading "Broadsoft 2Q07 update" »

• Added 671,000 VoIP subscribers during the quarter and surpassed 3 million VoIP subscribers

• During the six months ended June 30, 2007, the company added approximately 1.2 million VoIP subscribers.

• 3 million represents 8% penetration of the total Comcast addressable market

Continue reading "Comcast 2Q07 VoIP update" »

Service Provider VoIP Media Gateway revenue during 2Q07 touched an estimated $145.3 million. A total of 6.47 million ports capacity were shipped during 2Q07.

By the number of ports, Sonus led the market with 23.5% market share worldwide, followed by Cisco and Huawei at number 2 and 3 respectively. Sonus also emerged market leader in high density gateways.

Continue reading "Service Provider VoIP Media Gateway revenue during 2Q07 touched $145.3 million" »

Service Provider VoIP business update
• Strong 2Q7 after expected seasonally slow start for 1Q7

• Majority shipments: high density MGX gateways

• High density gateway growth due to continued growth in Cable, VoBB and wireless segments

• High density gateways: 109 % Q/Q growth compared to 1Q07

Continue reading "Cisco 2Q07 VoIP update" »

Session Border Controller (SBC) revenue during 2Q07 was up 14% from the previous quarter 1Q07. A total of 5.6 million ‘sessions’ capacity were shipped during 2Q07 generating $41.3 million in revenue. 1Q07 revenues were in the range of $36.1 million for the segment.

Acme Packet leads 2Q07 SBC segment with market share of 65%.

Continue reading "Session Border Controller revenue up 14% in 2Q07" »

Class 4 softswitch lines revenue during 2Q07 was down 8% from the previous quarter 1Q07. A total of 4.46 million lines were shipped during 2Q07 generating $73.7 million in revenue. 1Q07 revenues were in the range of $80 million for the segment.

On an individual basis, vendors who improved significantly upon 1Q07 in Class 4 softswitch segment were Italtel and Veraz. For the rest of the market, growth was rather flat, with some of them showing a slight decline in shipments.

Continue reading "Class 4 softswitch revenues down 8% in 2Q07" »

• VoIP subscribers: 2.335 million, up from 1.35 million at the end of 2Q06

• The company continues to roll out SME VoIP. No numbers for SME VoIP, but TWC had approximately 263,000 business high-speed data subscribers as of June 30, 2007

• Systems acquired through Adelphia and Comcast transactions being upgraded to high-speed Internet and VoIP. Integration/upgradation effort ‘significant’ and expected to be completed by end 2007. VoIP being rolled out into upgraded systems.

Continue reading "Time Warner Cable 2Q07 VoIP update" »

• Reported revenues of over $12 million for the quarter

• For the first time MetaSwitch shipped to all four regions, North America, CALA, Asia Pacific and Europe, in the same quarter

• During the quarter MetaSwitch added 18 new customers, a mix of ILECs/IOCs, CLECs and MSOs

• Total number of service provider customers as of 2Q07: 250

Continue reading "MetaSwitch 2Q07 update" »

• Estimated number of VoiceWing VoBB subscribers: 175k

• Access line lost to VoIP: Wireline revenues during 2Q07 decreased $137 million, compared to the similar period in 2006, driven by line reduction. A 7.8% decline in access lines in service from June 30, 2006. Residential retail access lines declined 9.2% at June 30, 2007 compared to June 30, 2006. At the same time, small business retail access lines declined 3.4% at June 30, 2007 compared to June 30, 2006. Line loss is obviously due to wireless substation as well.

Continue reading "Verizon 2Q07 VoIP update" »

• Access line reduction of about 450k during the quarter. More than half VoIP substitution

• AT&T has just about every VoIP offering in the market now

• CallVantage VoBB subscribers: not more than 100k. SBC was previously reselling Deltathree offering, but decided to promote AT&T’s Callvantage after acquisition. Callvantage is based on Sylantro solution. Convedia was also a vendor. We hardly ever heard from either Sylantro or Convedia about the progress. I don’t think the subscriber base is more than 100k lines at present. At&T achieved just 53k VoIP lines in its first year of VoIP launch despite the heavy mass advertising. And don’t forget Sylantro has not been exactly proactive over the last two years now.

Continue reading "AT&T 2Q07 VoIP update" »

• Estimated number of OneFlex VoBB subscribers: 100k to 150k
• VoIP minutes handled during 2Q07: approx 9.5 billion minutes (nearly all internal long distance and carrier wholesale voice traffic). Our estimates are Qwest handled about 29 billion minutes of long distance voice traffic in 2Q07. So migration to VoIP in the national long distance seems about 30% complete

Continue reading "Qwest 2Q07 VoIP update" »

XO generated $18 million from its business VoIP services during the quarter. That represents 131% increase over same period last year. At the end of 2Q07, XO served more than 12,000 business VoIP customers. Business VoIP now accounts for 5.1% of XO's overall revenue compared to 2.2% for the same period last year.

Carrier VoIP services, which include VoIP origination and VoIP termination, grew 4% to $7.5 million compared to $7.2 million in the same period last year.

• Revenues $27 million, up 41% year-over-year and 8% sequentially. Net income $4.6 million
• Ended the quarter with over $126 million in cash and cash equivalents
• 10% and over customers: Alcatel Lucent and Nokia Siemens Networks who collectively represented 27% of the company’s quarterly total revenue

Continue reading "Acme Packet 2Q07 update" »

2Q07 VoIP highlights:
• VoIP product revenues $21.4 million, an increase of 87% over 2Q06. Overall net income of $2.1 million.
• In 2Q07, Veraz completed its IPO raising $54.0 million
• Vimplecom, the mobile operator in Russia was the only >10% customer, accounting for 11% revenue
• Top 10 customers accounted for over 64% revenue

Continue reading "Veraz 2Q07 VoIP update" »

Looks like solid progress in 2Q07 as compared to 1Q07. IP Unity Glenayre has completed most of its merger activities in terms of consolidating the two organizations into a single entity. The company saw a substantial increase in its DSOs shipments and more than doubled its subscriber licenses.

Business was up because the company sees existing customers showing more confidence in the merged entity. As such the orders for expansions on existing systems increased substantially during the quarter.

Continue reading "IP Unity Glenayre 2Q07 update" »

2Q07 highlights:
• 2Q07 revenues $75.5 million; Net loss of $7.0 million; compared to 1Q07 revenues of $71.1 million and a net loss of $4.0 million.
• One customer accounted for over 10% revenues: AT&T
• Top 5 customers accounted for 64% revenues
• Realized revenue from 70 customers
• International revenues were 25.5%
• Gross margins: 57.9% of revenue
• Headcount: 975, up from 913 at the end of previous quarter
• Paid $9 million for Zynetix acquisition during the quarter
• Total deferred revenue: $86.6m
• Left with $374 million cash at the end of 2Q07

Continue reading "Sonus 2Q07 update" »

Minutes handled by iBasis in 2Q07 were 3.5 billion. Average revenue per minute was 4.41 cents. iBasis has 636 wholesale customers. Revenue for the second quarter of 2007 was $155.6 million. Wholesale $127.8m. Retail $27.8m. All VoIP obviously. Net income for the second quarter of 2007 was $0.1 million.

In the second quarter the company regained compliance with Nasdaq listing requirements. Merger with KPN Intl is pending for a while.

Primus is currently having a run rate of 450 million minutes of VoIP per quarter. Its retail VoIP offering, Lingo, (offered in the US, Canada, Audtralia, UK and Brazil) had over 100k subscribers as of end 2Q07. The company has some aggressive plans for VoIP and broadband in Australia. It has some 180 DSLAMs in Australia and plans to add 100 more, majority new POP location. Together it has over 200k DSL customers in Canada and Australia.

Continue reading "Primus Telecommunications VoIP update: 2Q07" »