I came across this piece talking about a possible partnership of Google with Equant. Equant, so you all know, is the global business services arm of France Telecom.
“We’re in talks with Google about some things. I can’t talk about [what things in particular], but it’s kind of their next evolution as a company, as they begin to grow, there are some things that could be of interest,” said [Equant president for sales and marketing in the Americas Mack ] Treece on the second day of a two-day stop in Santiago, Chile.
I found this comment very interesting. The BNAmericas article where this quote appears goes on to indicate that Equant are an ideal choice for partner should Google launch a broader set of VoIP services, particularly for business. I would expect otherwise.
Equant is a partner to consider if Google somehow wanted to go forward with a business VoIP offering more global in scope. Equant have points of presence or operations in something like 140 countries. (I cant give an exact number because their marketing material is all over the place, and I dont even think an Equant employee would ever be able to give you a definitive answer. I’ll leave discussion about how questionable any of their coverage claims really are for another day). Equant are a company you partner with if you want to go global with a telecommunications service. If you want to focus on any specific national markets you look elsewhere for better in-country capabilities.
Its also interesting that Equant never top any list of a low-cost, low-maintenance partners. I would expect to Google to focus more on partnering with one or more wholesale companies offering VoIP for re-sale. Think Level(3) in the US, COLT in Europe or perhaps Asia Netcom in Asia. All of these carriers would be much cheaper and probably a better fit for Google if Google wished to maintain a higher level of product control. Companies with big wholesale businesses have a better capability to provide the capacity and keep their hands off of the end product and marketing. Ive never seen Equant particularly skilled or willing to take a wholesale approach, generally eager to be active in the definition of the product and very keen for partner marketing. France Telecom, to their credit, have always kept their wholesale business away from Equant.
I dont see the deal being involved with VoIP. If it does theres some angle Im not seeing or anticipating to make Equant a partner Google would tend to favor. So I think it’s something other than VoIP, though I can’t see what yet. If Google are looking to expand on their VoIP offerings they would be well-advised to look for partners that would be low cost and take a hands-off approach to the final product.