WR Bulletin Vol 12 Issue #10 26-Apr-11

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WR Bulletin Vol 12 Issue #10 26-Apr-11 NEWS AND VIEWS ON REAL-TIME UNIFIED COMMUNICATIONS LifeSize Embraces Skype Video Last week, LifeSize became the first company to deliver room- based HD videoconferencing systems with support for Skype video. Skype support is limited to the LifeSize Passport product, a system first introduced in October 2009 and at that time included support for Skype audio. The Skype support comes with LifeSize software version 4.8.0, now available. This software includes a setup page where users can enter in their Skype profile information; after that the Skype contact list will appear on the Passport screen and you have a standard “click-to-call” UI. If users are also logged in on a computer, both devices will ring and either one can answer the call. As is the case with any current Skype endpoint, users have no control over bandwidth utilization – bandwidth is managed according to Skype’s magic algorithms – and Skype calls are limited to 640x480 resolution. Passport devices can be registered to Skype and simultaneously registered to SIP servers or Microsoft OCS for example. At the present time, LifeSize’s Skype support enables Passport to make audio, but not video, calls to mobile phones running Skype. My Comments. I think we are moving from the days of dual-stack machine (SIP and H.323) to multi-stack videoconferencing systems where Skype is likely to be the third stack and others will follow. The key benefit is that Skype multiplies the number of available endpoints to call by orders of magnitude. Yes, I know, you can’t guarantee bandwidth, quality of service, or quality of experience, but the world seems to be moving beyond that and accepting the experience for what it is. We should remember, LifeSize is owned by Logitech, and Logitech also offers the Skype- certified Logitech B910 HD webcam (as well as other webcams like the C910) that supports 720p HD. Logitech has made several acquisitions in this space - SightSpeed in October 2008; LifeSize in December 2009; and Paradial in July 2010 and it is intriguing to try to decipher the company’s video strategy. And as evidenced by the details above, Logitech has a close relationship with The WR Bulletin would like you to join us Skype which competes directly in thanking our 2011 sponsors: against Logitech’s own VID service (which is embedded in the Logitech Revue platform for Google TV). I think the company is covering all of its bases – the enterprise (Logitech and Microsoft Lync-optimized Get your company’s name & link here! Contact Sara. webcam firmware); the living The fine print: Sponsorship of the WR Bulletin in no way implies that our room (Revue at the low end and sponsors endorse the opinions expressed in the WRB. Nor does it imply that the Bulletin endorses their products or services. Passport at the high), and the We remain an equal opportunity critic. PC-based consumer (Skype). The Wainhouse Research Bulletin Page-1 Vol. 12 #10 April 26, 2011 Polycom Kicks Butt Q/Q Y/Y Polycom turned in record sales in PLCM Q1/10 Q4/10 Q1/11 Q1/11 with revenues reaching $344M. Growth Growth UCGroup Perhaps equally important, the results $178 $221 $229 3.6% 28.7% UCPersonal show a nice string of consistent growth $56 $63 $62 -1.6% 11.7% Infrastructure in the company’s core group $43 $55 $53 -3.6% 24.1% Total Rev. $276 $339 $344 1.5% 24.5% conferencing sales. The results are AMER $150 $181 $176 -2.8% 17.6% particularly impressive given what has EMEA $68 $86 $86 0.0% 27.3% to be a downturn in opportunities in APAC $59 $73 $82 12.3% 39.3% Japan (although travel inside Japan may be less attractive than ever) and a slowing down in federal government procurements last quarter as workers prepared for the shutdown that was not to be. As everyone born without a third eye knows, Polycom is engaged in a fierce battle against Cisco for the minds and wallets of the unified communications and videoconferencing core buyers. Based on these results, the company’s alliances with Microsoft and others appear to be gaining traction. But this isn’t really the ABC (anybody but Cisco) camp anymore; it is a product development and marketing machine that is taking enterprise communications to the next level. That isn’t to say that Polycom and its sisters aren’t benefitting from the internal snafus within Cisco and its channels, but to attribute Polycom’s gains strictly to Cisco’s missteps would be to underestimate the strength, bravado, diligence, energy, and competence of the Polycom team. Polycom Revenues ($M) Polycom Revenues ($M) $400 $250 $350 $200 $300 $250 $150 Infra UCGroup $200 UCPersonal UCPersonal $150 $100 UCGroup Infra $100 $50 $50 $- $- Q3/09 Q4/09 Q1/10 Q2/10 Q3/10 Q4/10 Q1/11 Q3/09 Q4/09 Q1/10 Q2/10 Q3/10 Q4/10 Q1/11 News in Brief As they often say, you can never have enough bandwidth. Comcast has started rolling out is Extreme 105 Xfinity Internet service, which promises download speeds up to 105Mbps and upload speeds up to 10 Mbps ($105/month). This is based on Docsis 3.0, the third generation of cable modem technology. Mirial announced that Motorola Xoom and HTC ThunderBolt have been added to the list of certified mobile devices for Mirial ClearSea. Vidyo announced VidyoMobile for videoconferencing users on iOS or Android-based smartphones or tablets. (This shouldn’t be a surprise to anyone: Vidyo’s communication and collaboration platform was licensed last year by Elisa Corporation of Finland which The Wainhouse Research Bulletin Page-2 Vol. 12 #10 April 26, 2011 released the first commercially available mobile multipoint video conferencing service on the Samsung Galaxy Tab and smart phone.) UK-based Audio Visual Machines (AVM) announced today that it has achieved the new TelePresence Authorized Technology Provider (ATP) status from Cisco. HP today announced that Videocall, a UK-based telepresence and video collaboration provider, has been selected as the first European service provider to offer HP Visual Collaboration videoconferencing (SVC based services). Videocall joins Vantage, its Australian-based partner in Asia Pacific, in providing HP Visual Collaboration products to customers. Just in time for Easter, Vatican City has selected Vidyo Videoconferencing to ease communications between offices of the Holy See. The Holy See is the episcopal jurisdiction of the Catholic Church in Rome, in which its Bishop is commonly known as the Pope. According to Wikipedia, the Holy See is not the same entity as the Vatican City State, which came into existence only in 1929, while the Holy See, the episcopal see of Rome, dates back to early Christian times. Ambassadors are officially accredited not to the Vatican City State but to "the Holy See", and papal representatives to states and international organizations are recognized as representing the Holy See, not the Vatican City State. Either way, scalable video coding just got one step closer to God. Just days after acquiring Accordent, Polycom announced Polycom's Accordent Media Services – Powered by Microsoft Windows Azure, a cloud services offering hosted on the Windows Azure platform that enables organizations to rapidly and cost effectively deploy a single, secure, searchable video content management solution for their video assets. Teliris and FuzeBox have formed a partnership to integrate Fuze Meeting’s collaboration capabilities with Teliris’ InterACT collaboration solutions and to incorporate Fuzebox’s broad VoIP capabilities into Teliris’ suite of video solutions Microsoft has released the public beta version of Office 365, a cloud-based service that comines Office, SharePoint, Lync, and Exchange. Reportedly this will go commercial for $6 per user per month. Subscribers can also buy a client-side version of Office for $12 per user per month. This includes Word 2010, Excel 2010, PowerPoint 2010, Outlook with Business Contact Manager, OneNote 2010, Publisher 2010, Access 2010, InfoPath 2010 and Office Web Apps. People & Places Glowpoint, Inc, Darren Podrabsky, Vice President of Marketing Liberty Mutual, Phil Ozek, Sr. Systems Administrator, Desktop & Mobile Video Solutions Starleaf, Hellene Garcia, Director of Marketing, Michele Durban, Director of Marketing (this is not a typo) Providea, Clare Ryan, Manager of Sales and Operations EMEA Talk & Vision, Monique Baas, Marketing Communication Manager Europe The Wainhouse Research Bulletin Page-3 Vol. 12 #10 April 26, 2011 CSP Summit Europe - Brussels WAINHOUSE RESEARCH When: Monday - Tuesday, May 23 & 24 2011 Where: Crowne Plaza Le Palace, Brussels CSP SUMMIT Our 7th European CSP Summit is a unique opportunity EUROPE 2011 to get the latest market updates from industry experts and network with peers. This year’s agenda will focus on ‘Driving Growth of Collaboration Services’ and explore the opportunities that Wainhouse Research foresee in 2011 for European Collaboration Services Providers and their technology partners. Key presentations from WR analysts include: Gold Sponsors Marc Beattie’s keynote presentation discusses the state of the current CSP market in Europe with a focus on local country dynamics; the intersection of consumer, UC, and traditional conferencing services; and the opportunities for service providers Dr. E. Brent Kelly’s presentation, entitled "Traversing the Complexities of Hosted Unified Communications" will explore new services and accelerators for growth in the Unified Communications industry. Richard Norris will address the state of the market as it relates to video services in "Video Managed Services are Finally Coming of Age". He will present his perspective on what drivers are motivating enterprises to adopt the next generation of video services. For detailed information and to register, please visit www.wainhouse.com/cspbrussels11. For inquiries please contact the Events Director, Richard Norris, [email protected].
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