Which of the WebRTC Tool Vendors will be the Next to Go?

25/09/2014

Not sure about you, but I find this a very interesting question.

Auction

There have been 11 WebRTC-related acquisitions that I am aware of. 6 of them were done in the space of 2014 and we still have 3 months to go.

Out of these 11? 5 were WebRTC tool vendors or outsourcing outfits. 4 of these can be defined as WebRTC API Platforms.

As Chris pointed out, there was a bidding war involved in the acquisition of AddLive, and some of the bidders are probably still out there on the lookout for an alternative.

What did we have so far?

I don’t see this space slowing down anytime soon. If anything, we will probably see more acquisitions before year’s end.

Who would be next to get acquired?

  1. A platform vendor? One of those in my report? Maybe Temasys, or SightCall (renamed from Weemo just recently)?
  2. Maybe an open source player with custom development chops? BlueJimp for their Jitsi Videobridge?
  3. Someone offering SaaS for specific task? XirSys. Maybe PubNub would go the way of GoInstant, which was acquired by SalesForce 2 years ago and closed down recently to focus on SalesForce’s own needs
  4. A development house, doing work for others? Someone like Blacc Spot Media?

Another interesting question is who will the buyer be?

  1. A carrier, like Telefonica? Maybe Comcast, which already made some initial “investment” in the Jitsi Videobridge?
  2. A messaging platform such as Snapchat? Whatsapp is said to be doing VoIP. Might be looking for ways to get there faster. Or some other messaging player who wants to add video capabilities – something Viber just added to its feature set
  3. A social network or UC vendor, who is looking to extend from asynchronous communications to a real time experience?
  4. Another tooling vendor, trying to enrich its offering – what Comverse did with Solaiemes & Acision with Crocodile RCS.

I don’t have the answers, but would LOVE to hear your thoughts.

Can you think who will get acquired by whom and how? Place your bets in the comments below.

Responses

alex gouaillard says:
September 25, 2014

No comment 🙂 I wouldn’t be surprised if big announcements were being prepared for webRTC expo world.

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Simon Romano says:
September 26, 2014

Hey Tsahi,

great post, as usual! Just a nit for you: you should probably add Meetecho’s Janus gateway to the list of players in this game. Have a look a t it 😉

http://janus.conf.meetecho.com/

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Art Rosenberg says:
September 29, 2014

Tsahi,

Thanks for the update on what the industry is doing.

As you know, I am mainly interested in seeing new communications-related technologies make their way to end users and consumers. They could care less about which developer did what, because they will just want everything as a service!

Ultimately, I see the wireless service providers end up delivering the goods to BYOD end users. So, your example of Telefonica is where I think the future really is.

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