Visual-First Communications: The New NormalDAVE MICHELS, TALKINGPOINTZ

Video Conferencing is Nothing New ❑ 1964 World’s Fair

❑ PictureTel Founded in 1984 (acquired by Polycom 2001)

❑ Packet8 (now 8x8) launched Video phone service in 2009

❑ Codian founded in 2002, became part of Tandberg andthen Cisco

For twenty years we have been developing video conferencing as a standalone suite and as optional bolt-on to UC/UCaaS

Suddenly, Video Comes FIRST❑Microsoft announces UCaaS is coming to Teams (Sept 2018)

❑ Zoom announces Zoom Phone (GA Jan 2019)

❑ Cisco adds Webex Calling to its Webex Conferencing Suite

❑ Google adds Google Voice to G Suite (integrated with Google Meet released a year earlier) March 2019

❑ Amazon announces that Chime video conferencing service gets voice, trunk, and PSTN services

❑ LogMeIn relaunches GOTO as a conferencing and voice service

If Not First, Video is Certainly a Priority❑ 8x8 acquires Jitsi

❑ Vonage acquires Tokbox

❑ Fuze rebuilt its video stack with open source technologies

❑ RingCentral recommits to Zoom (for now)

❑ Intermedia acquires AnyMeeting

Video is not enough, excellent video is expected.

The Singles at the DanceBest of Breed

Video Services Without UCaaS

❑ Blue Jeans

❑ Highfive

❑ LifeSize

❑ Starleaf

❑ Vidyo

Hockey Stick Growth

2019 is the Inflection Point

April 2019• Blue Jeans Network surpasses $100M in annual recurring revenue

(an increase of 62% in usage)• Lifesize surpasses the $100M in bookings (growth 62% YoY)• Highfive announced Partnership with Okta• Atos/Unify announced 1000 Circuit Meeting Rooms at Siemens

The Zoom IPO❑ The stock surged 72% in its debut

❑ First day valuation was $16 Billion USD

❑ About the same as the COMBINED valuations of ❑Avaya

❑RingCentral

❑8x8

❑Mitel

❑ Zoom is Eight Years Old

❑ Until recently, Zoom only did video

Video is the New Voice❑ It may be a cliché, but it’s finally true

❑ There was a time when the idea of a phone on every desk was ludicrous

❑ As the Landline dies, it’s being replaced by consumer video apps (FB, Skype, Hangouts, etc.)

❑ Video is Better❑ Enables Better Communication

❑ Increases Productivity

❑ Enables Remote Workers

❑ Reliable and Mobile

❑ Green

❑ Easy to Share Content

Video is Benefiting from Increased Supply AND Demand Pressures

Let’s Look at Supply First

❑ Ubiquitous Broadband Bandwidth

❑ Cameras everywhere❑ Laptops

❑Smartphones

❑Televisions

❑Tablets

❑More

❑ Video Services are Available and Flat Rated

❑ Free Video Technologies❑ WebRTC

❑ VP8/9

The Challenge used to be restricting users from using video. Now it’s about driving adoption

On the Demand Side ❑ College Graduates Today Only Know an iPhone World

❑ These Highly Collaborative People Do Not KnowWhat To Do with Traditional Telephones

❑ Digital Transformation Has Changed Our Meetings

❑ Distributed Teams are the New Normal

❑ Open Office Plans are Changing How we Collaborate

The Story Gets Better . . .Technology Improvements Continue to Drive Adoption

❑ Ease-of-Use

❑ Auto-Framing

❑ Picture Improvements (HD, Lens Improvements)

❑ Audio Improvements

❑ Captioning

❑ Lower Cost Equipment (Drastic)

❑ Virtual Green Screen / Blurred Background

Room System Topics (not as simple as they seem)

❑ Simplicity and Ease-of-use

❑ Compute, USB, or both

❑ Interoperability❑ Scheduling

❑ Booking Displays

❑ Multiple Providers

❑ Security

❑ Screen Sharing or Wireless Projection

❑ Room control UI

❑ Artificial Intelligence ❑ Noise Suppression

❑ Background Manipulation

❑ White board de-skew

❑ Captioning/Transcription Services

❑ Name Tags

❑ Audio ❑ Front of room or table

❑ Camera Vibration

❑ Video Quality❑ Frame Rate and Resolution

❑ Field of View

❑ HDR/WDR

❑ 1-3 Displays

❑ Board Integration❑E-Boards

❑ White Board de-Skew

❑ Content Preservation

❑ Lighting / Windows

❑ Cable Management

What’s Next?

❑ Room Explosion❑ Video Enable all Rooms

❑ Prices Dropping

❑ Simplification – Ease of Use

❑ Adoption Initiatives

❑More AI

❑ E-Boards ❑ Jamboard, Surface Hub 2, Pano, Webex Board,

Thank youDAVE MICHELS ● DAVE@TALKINGPOINTZ.COM ● @DAVEMICHELS