Rogers One Number Service Launched - UC for Consumers

Yesterday was the official launch of the Rogers One Number service, and I was on-hand for the analyst briefing hosted at their HQ in downtown Toronto.

This was the second day in a row that Ronald Gruia from Frost & Sullivan was with me at an event - that's never happened before, and go figure, we both started working there the same day 11 years ago this week. Time flies, huh? I mention that because during the briefing we saw that the new service is dubbed RON for short. Had to smile, thinking maybe Ron is so influential they named this after him, but I don't think us analysts have quite that much currency. I digress.

So, what is Rogers One Number? Well, aside from the press release, and the Rogers One Number website (where you can sign up now), I'll steer you to my post from almost two months ago, when I got an early heads-up about it. Beyond that, I'll add some takeaways based on yesterday's briefing and demo.

First, the demo was held at their "Connected Condo", which is exactly as it sounds. They've carved out some office space at HQ, and dressed it up as a one bedroom condo to showcase how the perfect Rogers customer would live. So, you name the Rogers service, and this condo has it - TV, Internet, cordless phones, a tablet, a very cute kitchen counter mini-tablet for their Home Monitoring service, etc. We should all be so lucky, huh? My photos below provides a bit of that flavor. Anyhow, it's a great way to demonstrate residential services, and to make it even more realistic, they had an actual One Number user speak about how nicely the service ties together so many apps he uses all day long.

Second - let's get this straight. One Number is free for - and among - Rogers wireless subscribers. Based on what I've seen so far, they need to get that message across more clearly, as the mainstream market may have enough trouble just understanding the concept - and if it seems complicated, my guess is they'll assume it costs money, at which point, you'll lose them. This is a great service for early adopters, and anyone who recognizes the potential to really cut back on their wireless LD and roaming costs when calling other Rogers wireless subscribers. Once you understand what RON is, and that it's free, the value proposition is pretty strong, even for a light mobile user like myself. And, yes, I DID sign on for the service after the demo. If you do the same, let's try it out together!

Third - for now, RON is basically a bridge that makes your PC an extension of your wireless phone - and vice versa. I think of RON as UC for consumers with nice FM/FM and FMC capabilities. In my initial post, I explained what CounterPath brings with the softphone client, which is a key enabler for RON, and if it provides a reliable, high quality experience, this could be a very sticky application. To me, that's a pretty big deal for a few reasons - see below.

Sticky factor #1 - by bringing your mobile contacts into the PC environment, these modes become interchangeable. Think about that - not only is mobile call quality very uneven (and it doesn't matter how much you spend on the service!), but smartphones are pretty stupid when it comes to being used for phone calls. The latter is one of my biggest pushbacks against mobility - these devices are great mini-PCs, but the telephony experience seems like an afterthought. Anyhow, you can save a lot money making these calls on the PC, and that's good news for any mobile subscriber. Even better if you get a better calling experience, which PC-based VoIP can deliver, especially if your alternative is making a mobile call while walking down a busy street (and really, how many people doing that do you think are actually talking to somebody?)

Sticky factor #2 - if you haven't already figured out, RON is a Skype-killer. In my book, whoever owns the contact directory owns the customer, and once you import your mobile contacts, there will be less reason to use Skype - either for voice calls or video calls. This is a pretty good flanking move for Rogers, just in case any of the other IM-based/OTT services - MSN, Yahoo, Google, AIM, etc. - want to ramp up efforts to siphon minutes off the Rogers network.

Sticky factor #3 - I asked about extending RON to tablets or even Apple TV, but neither are in the mix yet. It's too early for those interfaces, but I had to ask, since those are the only screens not supported by RON. At some point I think both will happen, so if you think RON is sticky now, wait until you can use it on those screens.

Sticky factor #4 - don't forget the landline! I don't know what their business case models look like for RON, but you have to figure they'll lose some wireless LD and roaming revenue from subscribers who shift these types of calls to the PC. Fair enough, but Rogers also has quite a few Home Phone subscribers. Now that there's an official CRTC plan to phase out the PSTN in the next couple of years, all landline providers face the same endgame. Rogers, of course, has the least to lose since they don't have a legacy infrastructure, and the landline business is really gravy. Since it's VoIP, they can make some hay by grabbing more PSTN subscribers from the telcos, and with RON, they have an even stronger value proposition to get those wins. Think about how strong that bundle will look compared to what the incumbent might be offering. Coming back to the business model, however, there will also be some lost revenues to consider. If RON really works as advertised, the value proposition for Home Phone will diminish, perhaps to the point where it's simply not needed. Right?

We were told this service is the first of its kind in North America, and I can't counter that - so it must be true! Not only is this good to see coming from a Canadian operator, but from a cableco nonetheless. This is very much in line with the innovation issues we talked about the previous night at MobileMonday, and serves as another example of how changes in telecom are not being driven by the telcos. When successful innovation comes from the outside, the rules change, and they're no longer being made by those on the inside. It's hard to say if One Number is a game-changer, but in my mind, Rogers has the right idea here - now let's just see if the market gets it.

MobileMonday roundtable - where's the innovation?

Last night was MobileMonday Toronto's annual Meet the Analysts event at the MaRS Discovery District facility. I was invited to moderate, and fortunately, the weather co-operated. Last week I was at the ITExpo in Miami, and my flight back to Toronto yesterday came off without any delays - phew!

Joining me on the panel was my Frost & Sullivan pal, Ronald Gruia, and Mike Abramsky from RBC Capital Markets. We were there to talk about our outlook for the mobile market in 2012, and we could have gone on a long time. The turnout was solid - I'd say about 200 attendess, and Jim Brown's team at MobileMonday Toronto has done a great job to organize this community.

The event was not recorded, but there was plenty of on-the-fly commentary on their Twitter feed - #momoto - so, check that out to see what you missed. I'd say the big theme last night was innovation, and my concern was where it was going to come from.

We all agreed that the incumbents are not really driving this in Canada, and a lot will have to come either from the handset vendors - as per Mike Abramsky's view - or the developer community, which was where I was going. Ronald, being a globetrotter, added an international view, citing examples where operators overseas are doing all kinds of interesting things, especially with the two-sided business model. If you don't know what that is, you'll need to start following folks like Ronald and me more closely! Otherwise, if you missed it, you missed it, but if this space is on your radar, at minimum, you should plug into MobileMonday Toronto, and maybe you can make it next time.

MobileMonday Toronto - Feb. 6 - You There?

Just a friendly shout-out for this event before I head off to Miami on Monday for the ITExpo. On Monday, Feb. 6, I'll be moderating the "Meet the Analysts" event at MobileMonday Toronto. It's part of a regular series held at the MaRS facility downtown, which is probably Canada's leading business incubator, especially for technology and health sciences startups.

This will be a fun panel, as we'll share our views on the outlook for mobility in 2012, with a particular focus on how the financial sector sees this space. Joining me will be buddy Ronald Gruia from my alum Frost & Sullivan, and Mike Abramsky from RBC Equity Research. Don't worry, it's free! Registrations have been strong, but there's still room, so it's not too late. Plus, if you're going to MWC, this will be a great networking event to get caught up on where mobility is going.

MobileMonday Toronto - 2012 Outlook for Wireless

If you're local and interested in where mobility is heading in 2012 - and who isn't? - you'll want to join me at the next MobileMonday Toronto event. The date is February 6, and it's at the regular location - MaRS - not the planet, but the MaRS Discovery District downtown. If you don't know what MaRS is, then you should come out just for that. It's free, and aside from the program, it's a great networking opportunity for those active in wireless.

The theme is "Meet the Analysts", and I'll be moderating a panel discussion where we'll cover the big mobility themes happening now, not just locally, but globally. Joining me will be long-time colleague Ronald Gruia (Frost & Sullivan) and veteran analyst Mike Abramsky from RBC Equity Research.

I'll do another shout-out closer to the date, but if you want to book it in your calendar now, here's the event web page, along with the registration form. See you there!

Rogers Wireless "One Number" Launch - Upping the Stakes

At its core, Toronto-based Rogers is a cable company, but wireless is where the action is, and that's where they're doing the most interesting things. They bet right on GSM - which begat their iPhone monopoly until recently - and through some shrewd moves, have become Canada's #1 mobile operator. They really are a one-of-a-kind entity, as no major MSO I know of has their mix of assets, all of which make money.

Along those lines, Rogers Wireless is set today to launch their beta of a new service called One Number. It's exactly what you think - one number to manage all your communications. If there's one key to success with consumer services - especially technology - it's simplicity. Skype taught us all about that and they haven't looked back since. Doesn't get much simpler that this - one number - that's all you need to worry about. It's the same mentality that goes with bundling, which they've been very successful at. If you like the bundle, you'll probably like One Number.

This is hardly a new concept, and anyone in Unified Communications circles would yawn. They shouldn't, though. UC is really for the business market, and the telecom piece is built mainly around the desk phone. The twist with One Number is that it's built around the mobile phone, which is pretty much where consumers live, breath and sleep these days. Rogers Wireless has read the tea leaves right, and to make their bundle even stickier, One Number basically integrates mobility with your desktop. So what? So this. Now you can hand off mobile calls to your PC - or vice versa - as some people do with Skype. Same for texting and messaging - what you do on your mobile phone you can now do on your PC. And of course your contacts will synch between the devices so the experience is seamless.

Pretty cool, pretty easy and pretty familiar. Sounds like Google Voice, huh? Problem is you can't get it here in Canada - something to do with how the big 3 operators like to do things. Anyhow, it's very much a Web 2.0-meets mobility-meets VoIP mashup, and I think consumers will love it. Most people under 30 have long moved on from a landline, and with One Number, their PC simply becomes an extension of their smartphone - you just don't need anything else. Clever, huh? If you can find a way to use Google Voice, there's no need now. Skype. Well, it's always there, but hey, if most of your everyday contacts are in your smartphone directory, it will just make more sense to call them from your PC that way, especially since those calls are largely free.

There are some other twists to this, but I'll leave those details to the real geeks. I just find it very telling how this is all being driven by wireless now, and One Number is a neat way to marry this with the PC. Of course, all of this will depend on the end user experience - if handoffs drop, or call quality is crappy, One Number will quickly and quietly disappear. In that regard, there's a nice Canadian angle, as the PC platform is from CounterPath, a company I have followed for some time. Their Bria soft client is quite good - I trialed it recently, and the company is doing well - their Q2 numbers were just released today. At a time when 6 of Canada's 7 hockey teams are mired in total mediocrity, it's great to see some good news coming from these companies.

As a coda, I should note that there's more to consider than just making the Rogers bundle stickier. Last night I was at a holiday party for one of the new wireless entrants, and it's very interesting to hear their take on the competitive landscape. Canada's wireless market has some challenging dynamics, and the regulators are doing everything they can to legislate competition. The new operators are pureplay mobile services, and One Number is another way for Rogers to differentiate and keep their ARPU up where investors are happy.

Not everybody needs or wants to integrate mobility with their PC, but those who do are pretty valuable customers. Rogers gets that, and One Number will help keep those customers under their tent. If this works, I have no doubt that TELUS and Bell will soon offer similar services, if only to keep their customers from going to Rogers. Until then, it's Rogers out in front again, and I'm sure CounterPath is hoping that everyone wants it.

Bell Acquires Rest of CTV - the Plot Thickens

Not long after my Friday post about Videotron's mobile launch, came the news about Bell's acquisition of the rest of CTV. Technically, Bell's parent - BCE - did the buying, but the net result is not at all suprising. Without mentioning CTV, this development flows very logically from what my post was surmising. Now that it's yet another telecom-related front page story in Canada, I just wanted to add some quick thoughts.

There are many angles to explore here, and I'm just going to touch on a couple. In my view, Videotron getting into mobile is a much different scenario than Bell jumping back into the content game to strengthen their mobility business. First and foremost, Videotron is in the content business - mobility is just another channel for them. Their service will be aimed primarily at existing subscribers and will bind them that much closer to keep them running to Cogeco for cable or Bell for either IPTV or satellite.

Sure, Videotron will try to make some money on voice, but it's really about data and monetizing their content. What really works for them is the captive market they're serving for French-language content. It has the potential to be a gold mine once the concept of watching TV on a mobile device becomes mainstream. That said, I think this is a one-off scenario that only applies in Quebec, and I don't see the same conditions working for Bell.

Acquiring CTV levels the playing field in a way, and at least keeps Bell on square footing with Videotron. That's fine, but we're now talking about content for mass market consumption - well, English anyway - and that cuts both ways. If you like CTV's programming, then Bell is the carrier for you. But if you don't, then switching to Bell probably doesn't make sense.

The mobile market is too nascent to conclude that content is the key to success, and certainly, the new pureplays like Wind and Mobilicity will say it isn't so. The market is just not that homogeneous. Some people want a mobile phone just to make calls and text - nothing wrong with that. Some people want to surf the Web and access whatever they want/can on their smartphone - again, nothing wrong that. And I guess there must be a segment of the market that will choose their mobile provider based on the content they offer.

It's a bit like satellite radio with Sirius and XM. Each tried to build a subscriber base with exclusive content, and the mix of programming/personalities really determined who you would go with. It was all content - the pipe had no real value. This where I see risk for Bell going this route. If George Cope's Vancouver Olympics epiphany becomes their core strategy, their success becomes more dependent on content - mainly which U.S. TV shows they lock up - and less so on the pipe - which is much more important in this world than satellite radio. Anyhow, we all saw what happened there - the market didn't like to choose, and Sirius and XM ended up as one.

Exclusive content can be great for attracting subscribers - just remember that your competitors can do the same thing. If CTV loses cachet and subscribers prefer Canwest's content, then things get tricky. The cable TV model works so differently, since we can watch all the content from all the networks in one place. These mobility content deals are different, and it's too early to tell if they will be sustainable. I can see the time coming when these competitors will cross-license content for each other's networks. The business case will dictate the need - why restrict mobile distribution to one network when strong demand exists elsewhere?

And then there are independent networks - like the CBC of course - who will never be exclusive to one mobile operator. Where do they fit in this new world? Hockey Night in Canada is by far the most widely watched content on Canadian TV. Who's going to get that for mobile consumption?

Many questions here, and this world will likely unfold faster than the operators - and the CRTC - are able to manage. And we haven't even touched on Net Neutrality which is very much the essence of where this content convergence story is going. Lots to think about from the past few days, so I'm going to pause here, reflect a bit and continue another time soon. Thoughts?

Videotron Goes Mobile - Finally, Some Real Competition

Been totally backed up today, but I feel it's important to comment on yesterday's mobile launch from Videotron. I was all primed to be on the analyst call yesterday, but for some unexplained technical glitches I was blocked out and missed it. The window has since closed for me to comment in near real-time, but I did want to add a few thoughts while it's still relatively fresh.

The main thing I want to say - and haven't been hearing from others - is that Videotron is finally bringing some real competition to the Canadian wireless market. We all know how successful and disruptive they've been with VoIP in Quebec, and I think the same thing will happen here with wireless.

There's a lot to like about this news - unless you're Bell. First, this is the first major wireless play from a cableco since the AWS auction, so now we're seeing competition from a different side of the market. Of course Rogers is a cableco, and they're the #1 wireless provider in Canada - how cool is that? - but they've been in this from the beginning, and are really an incumbent for mobility. Shaw is actually Canada's largest cableco, and they've been biding their time for wireless. Am sure they want to see how Videotron does first, since they both are in similar positions in terms of what they can bring to market.

Another first of note is Android. Videotron is first to market to support an Android device - HTC. That will also be interesting to follow. They don't have the iPhone yet, but I don't think that's going to hurt them too much.

It's also worth adding that Videotron's launch is totally different from all the other new entries, which are built 100% around breaking into this market. They have to live and die by stealing subscribers with low priced plans or bottom feeding from first time wireless users who don't have much money to spend. In my view, there's zero innovation or disruption here aside from some short term pricing strategies to grab the low hanging fruit. But that's a treadmill with no loyalty - or contracts to keep customers from jumping to the next deal that comes along as they price shop at all those kiosks in the malls.

By its nature, Videotron has much more to offer, and they're chasing an entirely different piece of the market. First and foremost, mobility strenghtens the bundle to keep existing subscribers from running to Bell or Rogers. Secondly, they have what I think is the real differentiator - content. Videotron - more so its parent, Quebecor, is a media company. They're not in the telephony business, and their entry into mobility is not about voice. I've been writing about the post-AWS space a fair bit, and I've been saying from Day 1 what most people are just saying now.

Videotron doesn't really have to make its money on selling voice plans. Long term, it's all about data services and content. Mobility is really just another - and sexier - channel for their vast empire of content. Not just any content, btw. Sure, they have lots of mainstream stuff that everyone likes - but the real value of course is French language content. If you don't know the cultural landscape up here, you need to understand how important this is in Quebec. Videotron is a homegrown favorite, and you can be sure interest for this type of content will be off the charts. I don't think they'll run into pricing issues around this - they'll probably be more concerned that the network can hold up and meet demand.

Bell will really have its hands full now, and the more successful Videotron becomes, the more confident Shaw will be about their plans to go up against Telus out west. This type of competition is SO much more interesting than what the pureplays are trying to do, and with flanker brands like Chatr from Rogers coming to further clutter up the market, I just don't see these players having a sustained impact. For my money, as I've been saying all along, Videotron is the one to watch, and I'm sure Telus will be taking good notes to prepare for what's coming their way when Shaw is ready to go.

Shaw Communications - Getting Convergence Right

Earlier this week, I was on BNN TV talking about Shaw Communications and their pending acquisition of CanWest. Add to this their planned entry in to the mobile market, and Shaw is anything but a regional cable operator.

The more I thought about this, the more threads I saw related to the broader service provider landscape. Convergence has had more misses than hits, but with Shaw, I think the stars are lining up in their favor. I've explored these themes a bit further in my current Service Provider Views column on TMCnet. There's certainly a lot more to talk about, and I just might do that in future columns. For now, though, I'll leave you with this column, which is running now on their website. I'm all ears for some dialog around this, so please chime in if you like.

Shaw Communications - More Canadian Wireless Disruption

I've written about the Canadian wireless market a fair bit, and the plot continues to thicken. The latest twist comes from Shaw Communications, the major cable operator serving Western Canada.

They have held off - wisely, in my view - coming to market with a wireless offering, following their spectrum acquisition from last year's AWS auction. The move is on now, though, and it comes during an interesting time in that they just made a $2 billion deal to acquire CanWest, one of our largest broadcast networks. If this sounds like another dreamy convergence play, you might be right - but I don't think so.

Lots of great story lines here, and I'll be writing more extensively about it this week. Until then, though, you can get visual version of these events from a television interview I did this morning on BNN TV - Business Network News. You can view the clip here during the next few days. It only runs on their site a short while, and if you miss it, I'll have an archived version shortly.

DAVE Wireless/Mobilicity - the Next Wave in Canadian Wireless Competition

The second shoe dropped today in terms of new entries for Canada's wireless market. I've been following this space for some time, and the winners of last year's AWS auction are starting to make moves to shake things up here. About six weeks ago, the most ambitious entry - Wind Mobile - was the first to launch. I've generally been skeptical of the chances for these new players, and as first movers go, I haven't been overwhelmed with Wind.

Enough said for now - but we can talk more about that later. Let's focus on today's news, which has a few angles of interest. The next entry making noise is DAVE Wireless. The acronym is awkward and misleading - Data and Audio Visual Enterprises - but guess what?

Breaking news - they've just done their branding launch, and I like the new name MUCH better. They're coming to market under the moniker Mobilicity, and the press release just hit the wires. A bit like Sex and the City - rolls off the tongue nicely and hints at adventure, and combines two words that define their value proposition - mobility and city. I also can't help but notice the subtle homage here that comes from their CEO's former role as head of Toronto Hydro Telecom, the telecom arm of our local electric utility.

While that news is very much here and now, let me rewind to earlier this morning, where I attended the first public address about their plans at the Toronto Board of Trade. That's what I'm trying to post about, but the re-name news just came out while writing this up.

So, bright and early at 8am, DAVE Wireless's CEO, Dave Dobbin addressed a very full house about their latest news. First off, the service hasn't launched yet - that's coming in the spring. This gives Wind a 4-5 month head start, but if DAVE really is as distinct as promised, it may not be much of a factor.

Dave's main message this morning was to set the stage for their launch by explaining why competition is a good thing for consumers, and how their service is going to be different. Just a quick aside - TELUS is one of the sponsors of this breakfast speaker series, and in my recent conversations with them, it hasn't been lost on them that their dollars are helping provide a stage for a new competitor to tell their story. Am sure Mr. Dobbin sent Mr. Entwistle a friendly text message to thank him.

Back to the presentation. I certainly like the opening comments, where he noted that the mere threat of competition has already benefitted consumers. That's very true, esp considering that the AWS auction seemed to be ages ago, and so far, only one new service has actually come to market. Despite that, prices are lower today, system access fees are going away, and Canada now has 6 3G networks. Well, if that isn't progress, I don't know what is. Nice way to start things off.

Moving on to the more pressing questions, things are a bit less clear cut. Dave focused on the three questions his company gets asked about the most - is there room for DAVE?, can you afford to build out a network to be competitive?, and how will DAVE compete?

On the first question, I have no issues. I've long felt the Canadian market is too small to support more than 3-4 wireless operators, but there's no doubt there are many ponds to fish in for customers. Sure, there's the greenfield opportunity (but I think it's overrated), and we'll get our share of wireless substitution up here. The bigger variables are the unhappy subscribers they can siphon off from the Big 3 as well as the prepaid plans where there are no contracts to lock people in. To reel in their share of customers, DAVE simply has to have a great marketing plan and execute on it. This isn't about technology - it's about meeting customer needs better than the other guys.

I also agree strongly with Dave on the second issue. Our incumbents have been crying for ages that it's taken almost 20 years to start truly becoming profitable given the high costs of building cellular networks. This is why they've fought competition for so long, as they'll now have to share those profits with newcomers. It's a bit like the pharmaceutical game where patent protection is necessary to enable a payback on the long R&D cycles to develop new drugs. Of course, this is one of the great things about Canada - all those low-cost generics, thanks to the absence of patent protection here. The tradeoff is simple - we get cheap drugs, but all the R&D is done elsewhere, and with that come lots of high value jobs. You can't have it all, right?

Anyhow, I've long concurred with Dave that networks can be built more quickly, more cheaply and more flexibly today, so cost isn't the issue it once was. I've certainly followed this long enough in the VoIP world, and it's no different for wireless. Dave added another important point that works in DAVE's favor - they're not building a national network. They're only serving the top 10 urban markets, so they're optimizing both their spend and coverage - good idea.

On to the third point - how will DAVE compete? That's really the big one, and I'm not entirely convinced they can bring enough differentiation to make a huge impact. On the other hand, maybe they don't need to. They're not as leveraged financially as Globalive, and to their credit, don't have any foreign ownership issues to hold things up (which I believe hurt Globalive by causing them to launch after the Xmas season rush). Aside from being a low cost operator and having a high value offering for a distinct segment of the market, I'm not really sure what their service will actually look like. Dave talks about having a flexible business and following the best of breed partering approach - Amdocs, Ericsson, Ingram Micro, etc. Nothing wrong with that, and it sure makes the risk factors more manageable.

It seems to me they'll be targeting urban users who are somewhere between the prepaid market and high end power users. There's a big middle ground there, and I'm sure with some well executed marketing, backed by reliable market research they'll hone in on this target and hit it pretty well. Dave also made it clear they won't be competing directly with the incumbents - again, a good idea. However, I think that's easier said than done. We don't know how the majors will respond, but whether it's their prepaid plans or postpaid plans, I have no doubt they'll find ways to counter any new entry that makes life difficult for them.

On that note, my impression is that the weak link for DAVE is channels. All Dave would say is they'll have "some forms of national retail". I don't think he means Sears or Walmart or Canadian Tire - or maybe this is just a red herring. There's a reason why Bell Canada bought The Source (Radio Shack) - to take another channel away from new entries. Sure, DAVE will have their own stores and independent dealers, but I suspect they'll need a lot more to get beyond grassroots support. If you look at my post about Wind that I cited earlier here, there are some photos of their kiosk, and it's not very encouraging. Guess what? I pass by that kiosk a few times a week, and it looks the same every time. With this kind of traffic, I don't think the incumbents have too much to worry about.

That said, with DAVE being a pure consumer play, and no other bundled service to piggyback on, having strong retail channels will be paramount. Otherwise, you get stuck on the Vonage treadmill and black hole of marketing spend to acquire - and keep - new customers. No thanks.

To wrap up, do I think DAVE will succeed? It won't be easy, but so far, I like their chances better than Wind. It's not quite as ambitious, and maybe that's the point. There are plenty of free radicals out there up for grabs, so why not DAVE? From where I sit day-to-day, I'm not seeing anything truly innovative here, and not once did I hear "applications" mentioned. I think there is a world of opportunity for wireless operators to reinvent their business - with or without smartphones. This holds equally for DAVE as it does for the incumbents, and if DAVE does what Dave says they will, they have as good a chance as anyone to make this work. More chapters to be written on this topic, so don't go away for too long.




Great to see a packed room for this


Our backroom media scrum after Dave's presentation