Cisco may be taking its social media platform, EOS, to service providers, and in fact we have already heard one that’s been pitched on the concept. Not only that, there is rumored to be some interest within Cisco and among operators in using EOS as the basis for a broader-based service platform, bringing social communications and collaboration as a service to a range of applications far beyond online music, gaming, and video.
EOS is, of course, a technology built around an application, but the technology could be extended more broadly, and we have long been of the view that the notion of social communications is critical to future profits for operators. Calls in the simple two-party form are being displaced by more elastic relationships that may even link some users in by text, some by video and some by voice. We’re not sure how much of this Cisco gets internally versus what operators are asking about, but we think that further clarification will come early this year.