Will Facebook's New Deal with Mobile Operators Help It Take On Whatsapp, Viber, and Skype?
Yesterday, Facebook announced a
partnership with telecom operators in Saudi Arabia, Bahrain, and
Egypt, to offer discounted access to its Messenger mobile
application, which enables VOIP in other markets.
The promotion will launch with STC in Saudi Arabia, Viva in
Bahrain, and Etisalat in Egypt, as well as 15 other operators in 11
other countries, to offer free or discounted data bundles for
Messenger on Android and iOS and Facebook for Every Phone, in
coming months.
While the press release focuses on the chat elements of
Facebook Messenger, the implications of the deal reach beyond
written messaging. Currently, a voice message function makes it
possible for users to send recorded audio clips, helping the app to
compete with Whatsapp, which is wildly popular in the
region.
If Facebook Messenger enables voice or video chat options, as it has in the U.S., it
may also quickly become a good alternative to Viber or Skype, which
is blocked in several countries in the Arab world.
It's unlikely that governments currently blocking VOIP will allow
voice and video chat functions on Facebook Messenger to escape
restriction, but blocks are bypassed easily enough, and it doesn't
look like Facebook will allow users to dial phone numbers directly,
which would cannabalize telecom revenue.
However, telecom companies in the Middle East likely aren't banking
on voice revenues in the long term. A 2011 survey revealed
that mobile operators in Europe, Africa, and the Middle East
estimated that voice revenues would decline 21%, on average, by
2014, as users increasingly turn to a slew of VOIP products;
including Nymgo, which was founded by a Lebanese
entrepreneur.
Neither the hypothesis nor the data are especially strong here, but
the point is made: these days, it's all about the data
package.
As telecoms work to stay ahead of the curve
by getting users hooked on data bundles, it's a win-win for Middle
East startups like Anghami and Istikana, and now
Facebook.
What do you think: can Facebook Messenger take on Whatsapp?