The honest caveat: timelines in messaging slip, and rollout of each new capability depends on carriers and device makers. But the direction is well-supported by current trajectory, rising adoption, Apple’s entry, E2EE, UP 4.0, and the AI/commerce convergence all point the same way.
For businesses, the implication is to build RCS competence now. Those running real RCS programs today will have a structural advantage as video, richer formatting, and AI agents become mainstream, rather than starting from zero when competitors are already at speed.
- Projection: RCS as the default business channel by 2030, SMS as pure fallback; P2P E2EE standard; AI agents and conversational commerce normalized.
- Grounded in current trajectory (adoption to ~3.8B by end 2026, Apple support, UP 3.0 E2EE, UP 4.0 video/rich text), but rollout timing depends on carriers/devices.
- Forward-looking and uncertain, framed as a projection, not a guarantee.