That’s the only logical step.
Laying Down the Ground
Google have GoogleVoice, they bought Gizmo5 and integrated it with GoogleVoice, they already have GTalk and of course, they have the most advanced Mobile OS, Android. Two weeks ago, when Nexus One was announced, many crowned it as an iPhone-killer. Google wouldn’t care less. In fact, iPhone contribution for consuming more mobile-data applications and services will benefit Google plans.
Mobile Voice: Limitations and Challenge
As Mobile becomes more and more integrated into our daily and personal lives, Google would like to be there, in our pockets. So far, they have done very well with their mobile offering. However, the main application in mobile devices is (still) the phone. Problem is, voice is not data (let’s overlook mobile VoIP clients for a sec)! The two just don’t work together. It requires different technologies that can’t co-exist. Voice calls interrupts data while data usage will cause incoming calls to divert to voicemail. So, the only logical step would be to run voice application over data networks. Current data networks, 3G and WiFi doesn’t provide an always-on, reliable and scalable solution for mobile VoIP clients.
Even more important, plain-voice services are sooooooo lame. Features we take for granted on IM and VoIP clients do not exist on the stupid-pipe operators. There’re many examples: the address book is poorly managed. Why on earth we need to manually update it when our friends change their phone number? And why do we need to have phone numbers? I don’t know about you guys, but my friends have names, not numbers. And I want to know their availability. One-line status wouldn’t hurt either. SMB will also benefit from an IP-based voice services. They could set a friendly text-CLID when calling instead of anonymous or un-recognized number. The list goes on and on.
The last piece in the puzzle was laid last September when Clearwire announced the launch of 4G WiMax network in Silicon Valley. Guess who’s one of the partners in this network? That’s right. Now Google has a sandbox network to test mobile voice services running on data network.
That’s all Folks
With all of the pieces ready, I would expect to see Google’s MVNO launch soon. Its scope will probably be limited to the Valley area at first but would expand as coverage increase. I’d imagine the subscription would be free or at least subsidized by pre/in/post-calls advertisement, reminding the GMail model. Oh wait, didn’t Google recently bought AdMob? Now it really all come together. Mobile Software and Hardware, network Infrastructure coupled with monetization solution. That’s it baby!
