The direct impact of chatbots, IM, or any messaging service on a telecom operator (MNO) starts up with revenue dip for voice services; however, a thorough look at the issue shows it is more than that! MNO’s are losing the war to own the subscriber. With such applications that are taking over the mobile ecosystem, MNO’s are becoming a mere mode of connectivity. Losing a huge percentage of their voice revenues to such apps, they are in battle for the ownership of the subscriber, with all his info & digital commerce activities.
In 2006, handset manufacturers tried their luck with proposing a SIM-less phone. The resistance was so immense by the MNO’s and SIM vendors that the battle was lost the minute it was proposed. Today, the whole picture is different. In the background of the portrait, the MNO’s stand helpless since their role is being minimized to data connectivity operator. With big players like Facebook, Apple, & Google, who currently own the subscribers & their data (whether MNO’s like it or not), it is a matter of time before a new evolution comes up. More IM & chatbots applications are coming up: imo, WeChat, Line, etc.
The rise of a new data technology that requires no SIM card would end the MNO’s role in terms of traditional telecom ecosystem that we know. A new era would rise making way to such companies to take out such MNO’s. How would the ecosystem change? Let us wait the upcoming techs & trends.