Takeaways from our CPaaSAA Talk with Infobip and MobileSquared
What happens when you put one of the sharpest messaging analysts in the world and one of the most ambitious CPaaS players in the same room? You get 30 fast-paced minutes on the future of messaging — from SMS to RCS, from operator blockers to enterprise momentum, from data to Formula 1.
Here are the highlights from our latest CPaaSAA Talk with Scott Warner (MobileSquared) and Dave Boddington (Infobip):
1. Infobip x Formula 1 = Performance Through Innovation
We kicked off with the fresh announcement: Infobip is now a global sponsor of the Haas F1 Team.
Why? According to Dave, the match was about more than visibility. “There’s a cultural fit — engineering excellence, speed, precision. It’s what we live every day in messaging.”
And it’s not just branding: it signals Infobip’s growing ambition as a global, performance-first platform.
2. RCS Is Not Cannibalizing SMS — It’s Expanding the Pie
Scott Warner brought data and clarity to a frequently misunderstood question: is RCS just replacing SMS?
Short answer: no.
Longer answer: RCS is unlocking new use cases, not just eating into the SMS share. From branded interactivity to secure journeys, enterprises are adopting it for what SMS couldn’t do.
Think of it not as cannibalization, but augmentation.
3. The Growth Curve is Real — and Steep
MobileSquared predicts that by 2029, RCS could become the second-largest rich business messaging channel globally, just behind SMS – 900 Billion messages worth $12B.
The driver? Not just technology — coverage and use case maturity.
As Scott put it: “It will grow use case by use case, country by country — not all at once.”
And the frontrunners are already emerging.
4. It’s All About the Right Markets, Right Moments
Infobip’s strategy? Focus.
Dave shared that global rollout doesn’t mean going everywhere at once. Instead, Infobip is prioritizing high-impact markets where operator coverage, handset support, and enterprise interest align.
Think: Brazil. India. UK.
These aren’t experiments — they’re launchpads.
5. Operators Are Catching Up, Slowly but Surely
We asked: what’s the holdup?
Operators still struggle with monetization models, commercial readiness, and awareness.
But the industry is moving.
Infobip is working closely with telcos to get enterprise onboarding right, bridging the gap between network potential and real business messaging use.
6. What’s Next? AI + RCS + Use Case Design
The real excitement isn’t just about switching channels — it’s about reinventing customer experiences.
AI-driven journeys, conversational commerce, branded onboarding — RCS becomes the canvas, not the outcome.
As Dave put it: “We’re building for what brands actually want to do — not just what the channel can do.”
Final Word: This is the Shift.
If 2024 is the year RCS gets serious, 2025–2029 is when it scales.
New markets. New formats. New value.
And with players like Infobip leading the charge — backed by vision, data, and now a Formula 1 car — messaging isn’t just evolving. It’s accelerating.
Watch this space.
My lifetime in IT and telecoms has been dedicated to innovation, building bridges and creating change. From the early days of cloud communications to working with operators on innovations and business development, and currently emphasizing APIs, CPaaS/CX and AI, my journey has been one of continuous evolution.
As founding partner at CPaaS Acceleration Alliance and The Next Cloud I'm privileged to help global telcos and techcos thrive in a fast changing world - through events, community building, strategy and global business development. I thrive on challenges and change, strategizing in cloud communications, and bringing people together for mutual success. Travel and continuous learning are my passions.
I believe the global communications industry is pivoting to prioritize customer experience and impactful solutions over mere technology and platforms, and we can tackle societal challenges by merging the strengths of corporates and innovators within new ecosystems.
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