This move threatens revenue streams from long distance carriers, particularly cellular carriers. It also threatens UC equipment makers such as Microsoft, Avaya, and Cisco as well a slew of related industries such as soft phone developers.
Dave is an independent analyst and founder of TalkingPointz which is focused on enterprise communications. In addition to this (free and paid) content on TalkingPointz, he contributes to industry sites, can be found at major industry events, and provides advisory services to vendors and financial analysts.