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Posts linking to Skype Voice Messaging:
» Is Skype Voice Messaging Worth the Price? from Aswath Weblog
Stuart writes about his experiences in using Skype’s new add-on – Voice Messaging. Since my points are related to the service objectives and the business aspects, commenting on it is not premature even though the software is going through preliminary... [Read More]
Tracked on January 20, 2005 5:43 AM
» Skype Voice Mail beta from Things that ... make you go hmm
Predictably, Skype is finally going to offer voice mail. It's been one of the most requested features since the beginning. According to their beta Skype voice mail page it's not going to be a free service either:
How much will the Skype voicemail ser... [Read More]
Tracked on February 3, 2005 12:05 PM
Comments
Posted by: Chris Dury at January 26, 2005 8:47 AM
As you noted, the number of downloads isn't an accurate reflection of the number of *users*. To track the success of Skype, simply follow the peak number of users online, which Skype conveniently shows in the client. Last I checked, this was 1.5M concurrent users. These are the active users that may have interest in value added features. The RBOCs see about 40% penetration of VM in the US, so the potential for Skype VM might be up to 40% of this base, though you need to consider that only 10% of Skypes base is in the US. Using 10 Euros per year, the current base could produce 10*1.5M*40% = 6M Euro. Not that interesting. As I've stated before, Skype cannot scale revenue until it works on the device we carry in our pockets everywhere -- mobile phones.
Posted by: Stuart at January 26, 2005 2:36 PM
Hi Chris,
Thanks for the 40% uptake reference point. I'd agree with you that the numbers currently aren't that interesting. However the growth path makes the potential for services and the value to be captured more interesting.
Like you I tend to look at the "user online" number. I see it peaking daily now at 1.7 -1.8 million relatively during the morning PST. However that number understates active daily users as many log off or log on at different times during the day.
I've not kept a log of how many log on and off during a day. However I'd guess the number on my buddy list usually varies between 30 and 60 out of 145 .... so my feel is your active users should be up at least 2x and probably 3x. I think I see close to 90 different names on that list each day. That's just my guess. Thus closing on 5 million using it on a daily basis and still more on a weekly basis.
I also suspect that SkypeOut has about 500k users. So that would mean that 10% paid at for SkypeOut. Buying minutes hasn't been easy and the incentive for it varies by country.
Various numbers have recently been circulated on 2008, I take all those with a pinch of salt. I'd prefer to question what happens if it really accelerates, or else what will come in its place. I think it's quite possible from the 80K new users per day to that the number of active users is well over 10 million by year end. It could be twice that.
Possible issues re VM uptake.
You must have it to have the complete Skype package. Ie it is not cool not to have it. (needs family accounts)
Multiple profiles mean the uptake is much lower that your 40%
SkypeAPI enabled apps provide solutions that do it better than SKYPE
Lastly is VM just another free app?
Finally I agree that we want everything in the mobile phone! We also want the mobile phone to do everything Skype does and more.
Cheers
Stuart
Posted by: Stowe at February 2, 2005 6:49 AM
Hey. I was invited to the beta, but it looks like its only Windows. There is a Mac version of Skype suitable for leaving messages, but I get timed out trying to access it. Maybe millions of others are trying too.
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