Category Archives: TADS

Twilio’s Q2 Revenue Jumps, losses halved. An end to the PE Vultures Circling?

Update 1. Wow, this article is generating some discussion and lots of direct messages. I’ve updated to likely make everyone equally annoyed by the analysis. Twilio reported Q2 2023 revenues of $1.04B, and earnings of 54c per share, both above analyst expectations. Earnings were 86% above analyst estimates! The big shift was losses dropping from […]

How can Nokia Leapfrog Ericsson in Programmable Telecoms?

Purpose of this article Ericsson spent $6B on Vonage, we covered it in CXTech Week 47 2021. Simply, they made a mistake through not understanding the programmable telecoms market and the history of telecom APIs in telcos. I made a point in the most recent CXTech Week 31 2023 about how organizational learning in many […]

CXTech Week 47 2022 News and Analysis

The purpose of this CXTech Week 47 2022 newsletter is to highlight, with commentary, some of the news stories in CXTech this week. What is CXTech?  The C stands for Connectivity, Communications, Collaboration, Conversation, Customer; X for Experience because that’s what matters; and Tech because the focus is enablers. You can sign up here to receive the CXTech News […]

It’s All Just Programmable Communications, or Programmable Telecoms if you Prefer

I’ve noticed some common mistakes from analysts when they review the CPaaS, UCaaS, and CCaaS market(s). Or the enterprise communications market (employee and customer) to take a customer-centric view. The mistakes stem from several sources: Grouping aggregators and CPaaS together as ‘CPaaS’ providers, it’s a bifurcated market, as explained in the simple programmable communications model, […]

vCon Workshop Summary

vCon (Github link) is an open standard for conversation data. In December 2021 Thomas Howe, CTO of STROLID, introduced vCon in a keynote. Here is the link to the vCon white paper on Github, and below is the vCon white paper on Slideshare to also view and download. Yes, the white paper is a little long, but […]

Is there money left in being Publicly Objective?

The answer to this question is a qualified yes.  The fact it’s qualified is a bit sad because of the dominance of marketing across the industry. There is no money in being publicly objective when you’re going head to head with the unchecked marketing silliness of the industry. Dean Bubley and I try to do our bit […]

CPaaS Report: A Problem Large Analyst Firms need to Solve

Before I begin; I have great respect for Pamela Clark-Dickson, we’ve known each other for well over a decade, she knows the programmable communications industry better than any other analyst I know. The report “Omdia Universe: CPaaS Platform Providers, 2022–23” is simply doing what the customer wants, marketing collateral. She’s doing her job. But the report is wrong. […]

vCon Workshop

vCon is an open standard for conversation data. In December 2021 Thomas Howe, CTO of STROLID, introduced vCon. We have iCal that enables anyone to store and exchange calendaring and scheduling information such as events, to-dos, journal entries, and free/busy information. And vCards so anyone can store and exchange electronic business cards, name and address […]

Acceptance and TADHack Founder Academy

I’ve been watching the dichotomy between the 5G hype (often belief-based with little in the way of rational analysis) and counter arguments (generally based on rational arguments referencing history); same with mobile edge compute (not edge compute, that’s something different, yet conflated); same with ORAN (latest positioning is you’ll spend the same, saving are in operations <sniggers at […]

Subspace WebRTC-CDN Experiences. Where is Subspace taking us?

This article reviews what Subspace WebRTC-CDN offers to WebRTC; developers’ hands-on experiences with Subspace at TADHack; and what WebRTC-CDN means to enterprise communications. What is WebRTC-CDN? Subspace WebRTC-CDN is a WebRTC delivery network. Backwards compatible with the TURN protocol, WebRTC-CDN handles traditional TURN NAT traversal functions as well as improving network performance for all WebRTC […]