Google, GIPS, and a Possible Squeeze Play
May 19, 2010
Now the Global IP Solutions deal is important.
The GIPS was founded in July 1999 in Sweden to develop and market technology designed to mitigate make VoIP more stable. In December 1999 GIPS raised cash from private investors and the shares became quoted on the Norwegian Securities Dealers Association’s OTC-List.
In the short term, I don’t think GIPS will do much to help the Google in the consumer video play that Amazon, Apple, and dozens of other companies are pursuing. But The deal to buy Global IP Solutions will give the Google a thumb screw that is already attached to Microsoft’s paw and, come to think about it, to IBM’s, WebEx Cisco’s, and Samsung’s paws as well. Yahoo could be hurting, but its pain will be ameliorated by whatever Microsoft does to cope with the specter of Googzilla in the media processing for Internet protocol business.
GIPS has deals with some interesting companies.
That GIPS VideoEngine is going to be tough to rip and replace quickly. The deal could be a BP oil spill event for the companies dependent on the Global IP Solutions. Yep, it’s that big. Android video calling and conferencing are on the way. If Google fails to pull off its other video centric acquisitions, GIPS can be repurposed for other types of video programming. Not fun or easy, but doable. And, Google is Google with those many talented engineers.
Some items I found in my Overflight file:
Company Description from 2007
Global IP Solutions offers multimedia technologies for real-time communications over packet networks and enable companies to deliver IP applications that offer the highest quality user experience, as well as revenue-enhancing opportunities across a multitude of devices and services. Global IP Solutions provides best-in-class voice and video quality and fidelity in end-to-end IP communications with robustness against packet loss. Global IP Solutions’ world-renowned media processing and IP telephony experts deliver these solutions to service providers, enterprises, applications developers, network equipment, and gateway and chip manufacturers. Companies using Global IP Solutions products include Nortel, Skype, WebEx, Yahoo!, AOL, EarthLink, BlueCross/BlueShield and other key players in the VoIP market. Global IP Solutions is a member of the Intel(R) PCA Developer Network, the Motorola Design Alliance and Symbian Platinum Partners. Global IP Solutions has headquarters in San Francisco and offices in Santa Barbara, Stockholm, Hong Kong and Boston. Source.
You can get more color about this company’s technology and its core vision from its 2007 FAQ document, which was still available at this link as of 10 am, May 18, 2010.
Beyond Search Comment: The hardware angle is important in light of the integration announcements rumored to be on tap at the Google I/O conference.
Google Sees Big Money
A white paper (commissioned report) for GIPS presented the size of the video conferencing market in 2008. With the present volcanic excitement and the financial pressure front, these numbers are likely to be even more azure tinted. Source.
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- The global market for videoconferencing endpoints was $1.1 billion in 2007, and will grow to $3.9 billion in 2014, according to Frost & Sullivan.
- The Unified Communications markets’ global revenues are estimated to grow from $22.6 billion in 2007 to $48.7 billion in 2012, according to Data from In-Stat and Wainhouse Research.
- The North American web conferencing market revenues are estimated to increase from $632 million in 2007 to $1.5 billion in 2012, according to Frost & Sullivan.
Beyond Search Comment: If ad sales plateau, the Google wants to have a lever in the enterprise sector. Whoops. Google wants a SWAT door buster in any sector dependent on IP communications.
HD Voice = Android Advantage
When I learned about HD Voice, I thought marketing. However, the GIPS lads and lasses have crated an app development environment. More information appears in “GIPS Simplifies VoIP App Development for Android Mobiles”.
Not Even Apple Is Immune
Apple? Yep, Apple. Navigate to “GIPS Voice Technology Boosts iPhone’s Business Potential”. One question I asked myself, “Where did Google learn about the GIPS outfit?” Here’s the passage I found interesting:
GIPS uses ingenious technology, in the form of what it calls a “voice engine,” to improve the quality of IP phone calls. GIPS’ customers incorporate the voice engine in soft phones or other software to make the VoIP calls that they provide sound better. The customers’ software typically handles chores like call setup and the user interface, while the voice engine takes care of delivering high-quality audio. GIPS’ technology deals with problems like jitter and packet loss — that is, voice packets that arrive inconsistently or not at all…the announcement that GIPS has developed an iPhone version of its voice engine (the company already had desktop, Symbian and Windows Mobile versions) is an especially good indication of the device’s business-use potential.
Some IP (Remember, please, this blog is free)
At the end of 1999, GIPS filed its first patent. GIPS has more than a dozen patents and has others in pending status.
Stephen E Arnold, May 19, 2010
Freebie
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