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Jon Arnold

Mr. Jon Arnold

Principal, J Arnold & Associates

What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Member of the Telecommunications Council

Council Member Biography

Jon Arnold is the Principal of J Arnold & Associates, a marketing consultancy with a focus on IP communications and an independent Telecom Analyst. He is also the co-founder of Intelligent Communications Partners, a consultancy focused on the emerging Smart Grid sector and its relationship to telecom and IP communications. Previously, Mr. Arnold was the VoIP Program Leader at Frost & Sullivan, where he specialized in nextgen carrier networks - softswitches, media gateways, application servers, media servers and session border controllers. He is knowledgeable in residential and enterprise markets and has expertise in VoIP, Unified Communications, Telepresence, mobile broadband, social media and Web 2.0. He speaks regularly at industry conferences, is frequently quoted in the press, radio and television, authors a highly regarded blog, and writes a bi-monthly telecom column for TMCnet. He works closely with the financial sector, and serves as an Advisor to emerging companies. (This is me - Update Profile)


Employment History

2005 - Unspecified
Principal, J Arnold & Associates
2001 - 2005
VoIP Program Leader, FROST & SULLIVAN, INC
1986 - 2001
Principal, Research Solutions

GLG NewsSM Analyses by Jon Arnold(?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.

Is Google Wave Good News or Bad News for Carriers?

July 15, 2009

Is Google Wave Good News or Bad News for Carriers? | www.ipcom-insights.com

Google Wave represents a real threat to both service providers and the established order of vendors providing various forms of communications and collaboration solutions to enterprises. Wave provides a 2.0 solution to 2.0 communications challenges and for many, will be a better way of doing things. This is not good news for the likes of Microsoft, Cisco, Avaya, IBM, etc., and signals an important shift in validating open source and the cloud as viable alternatives to the status quo.

What to do with Skype? Maybe Apple?

April 15, 2009

EBay plans Skype public listing | news.bbc.co.uk

The potential impact for spinning out Skype into an IPO is much greater than most people realize. I was cited in another BBC article on this story today - see link in my commentary below. Aside from the IPO option, there is an important story around the Skype founders wanting to buy their compay back. I have an unusually long and close history with Skype, so my perspective is broader than most. Another option is selling Skype to someone else, and I have long felt Apple would be a great home. Most people talk about more obvious choices, but I think Apple has more interesting possibilities.

Nortel: the Good News - Web.Alive

January 15, 2009

Nortel files for bankruptcy | www.businessstandard.com

Yesterday's news about Nortel was bad for Nortel, bad for telecom and bad for Canada's tech sector. Other companies - large and small - will fail in 2009, so this is a sign of the times in general. However, Nortel has many strengths and assets that will not disappear overnight, and will remain a factor in the market one way or another. Nortel is not the innovation leader it once was, and this has played a role in their demise. One of the brightest lights, however, is Web.Alive, which is only now becoming public. Within the analyst community, I have had unique exposure to this technology, and my blog post from yesterday shares that perspective and explains why I think Web.Alive is a valuable asset for Nortel or a potential acquirer.

Arbinet - VoIP Peering Gains Momentum But Maybe Confusion

May 23, 2006

Arbinet Joins Peering Party | www.lightreading.com

Arbinet is already handling a lot of interexchange traffic, so they are no stranger to this world. VoIP peering is a nascent market, and their Spider Registry is yet another peering solution for carriers to consider. Existing solutions are all a bit different, and each has a distinct business model - and none of which are proven. Beacuse of Arbinet's existing role in the market, it is not clear whether their move is complementary or competitive with the likes of Neustar, XConnect, Stealth, iPeerx and others. As such, it remains to be seen if this causes confusion among carriers, or if it will be viewed as a welcome addition that could kick start VoIP peering.

Vonage IPO - Will the Market Buy It?

May 23, 2006

Vonage Holdings (VG) Still Sees IPO Price of $16-$18 on 31.25M Shares | www.streetinsider.com

Vonage's scheduled IPO date is May 23, and all eyes in the IP communications sector will be watching closely. The company has the strongest brand in the market, and is the clear market leader for pureplay VoIP. In the wake of Skype's acquisition by eBay, the market has seen its first billion dollar VoIP valuation. Expectations and hopes are similarly high for Vonage, but they face a very different set of challenges than Skype.

There have been very few VoIP-related IPOs lately, but several companies are ready, and they are all wishing for good news from Vonage. If the IPO goes well, we should expect to see these other companies ramp up their plans to be next. Vonage may not have a sustainable business model, but the confidence of the financial community in the VoIP space for IPOs will ride on how they fare.

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