Telefonica may be interested in VoIP service startup Jajah, and there’s some speculation that the deal would be done to create a Ribbit-like web front-end and developer program to Telefonica’s services. We’re also hearing that the provider may be interested in actually offering VoIP services widely using a platform that has a lot of UC capabilities.
Jajah has a telco and enterprise strategy and seems to be aiming at what Skype is now aiming at. But unlike Skype, which is likely too expensive and controversial to buy, Jajah is more reasonably priced. The big question will be how the service-versus-platform angle plays with Telefonica to justify any deal. If a major operator were looking at a widely deployed web-like voice service model, it would be big news indeed.
But even if Telefonica is just looking to use a UC-driven service-layer tool, it’s significant because it shows operators are first tired of waiting for vendors to get them what they need, and second, looking at the service layer as a differentiator in mobile services in particular.