Bubbly: The Voice Equivalent of Twitter or Just a Bubble?

I’m fascinated with a firm that over the past five years has raised $30 million in venture funding and was recently profiled in Advertising Age as having 100 million users for a product that allows you to leave voice messages for others but, more importantly, garnered 500,000 users in India in less than weeks for a product that it characterizes as a voice-based replacement for Twitter. The new service is called Bubbly. It is a new, branded service offered by Bubble Motion, which is a firm with headquarters in Mountain View, CA, and Singapore.

BubbleTalk’s CEO, Thomas Clayton, told AdAge that the company did no traditional advertising for Bubbly. Instead it built a viral marketing campaign by paying for endorsements from two very popular Bollywood stars, Kareena Kapoor and Aamir Khan, who ‘bubbled’ about their new film “Three Idiots” in advance of its premiere.

BubbleTalk built its user base primarily in the Far East. Incmbent carriers offer it as a “virtual phone” service, which enables people to dial a number and leave a message for other people to retrieve from public phones or wireless handsets. As Niraj Sheth wrote in the Wall Street Journal in February, BubbleTalk, the virtual phone service, costs 75 paise, or 1.6 cents to originate a message. Listening to the message more than once carries the same fee. Bubbly enables users to post a voice message for free. Then the carrier charges “at least a minute of airtime per message”. Parent company Bubble Motion takes a cut of the carrier’s incremental revenue.

After India, the company plans to launch Bubbly with carriers in Brazil and Japan. With 100 million users in the Far East, the company has hands-on experience with cultures that put less currency in text messages and the written word. Yet, on a global basis, texting and tweeting, are largely silent endeavors. Nuance, Vlingo, ShoutOut, Yap and even Google are investing in a variety of services that made better with speech input. They are finding that people turn to dictation of tweets, emails and text, as they gain confidence with the technology and don’t mind people over hearing their messages.

Bubbly is different. It is definitely not a dictation or transcription service. It bears a greater resemblance to the “Group Access Bridge” or “GAB” lines that were all the rage as a pay-per-call service in the 1980s. Service providers encouraged people to dial-in to a number that put them into chat mode with like minded folks (often spinning toward adult conversation). GAB lines eventually succumbed to the simple economic fact that the people that used them the most were those that could least afford to pay for the service. Promoting usage was never a problem for these highly social, phone-based services. Billing and collections were the problem that the carriers could not overcome, and it starts with users who DAK (or “Deny All Knowledge”) of making the call.

We don’t want to pour cold water on what is emerging as a very hot phenomenon for the phone-using public. However, we do want the service providing community to be aware of potential pitfalls that have plagued similar services in the past. It may not be hard to get that 500,000 people to listen to messages from movie stars. But they may not lead to the constant stream of calls that make such an offering sustainable. Remember, the leading categories for pay-per-call were ‘scopes, jokes and soaps, referring to the daily horoscope, joke of the day and a digest of soap opera plots.



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