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Posted by: bill campbell at July 19, 2006 4:56 PM
Hey Phil!
Good analysis.
A point to be made on the US: Niklas Z used to claim Skype were experts in viral marketing and had zero marketing costs. Well Skype is now spending SkypeOut dollars throughout North America and even running Skype ad-spots on the radio in the Bay Area.
You can't be a Global Teelcom and not be a big player in the US.
I think Skype fell in a hype trap two plus years back when they touted the US as their biggest source of downloads. Of course it was true when you compared the total to Belgium, Holland etc rather than to the total in Euroland.
Maybe they believed their own bull shit. They found out too late that cost is not a driver here and they missed finding the cultural hot-button My Space did. Over 70 million members in two years. Now the hottest spot on the Internet.
Posted by: MuppetMaster at July 19, 2006 9:52 PM
4.1 Billion worth of growth??? No...
Posted by: julian.bond
at July 20, 2006 12:18 AM
Gotta love the numbers.
- 113M accounts. I figure this puts them in second or possibly 3rd in the IM market. The acid test would be to see "currently online" figures for the other IM players.
- I'd like to know how many accounts have bought Skype minutes. What's their actual customer base, ARPU and sold but unused revenue.
Posted by: Dimitar Vesselinov at July 20, 2006 11:39 AM
"Maybe they believed their own bull shit. They found out too late that cost is not a driver here and they missed finding the cultural hot-button My Space did. Over 70 million members in two years. Now the hottest spot on the Internet."
Myspace is popular only in the USA, BTW.
Posted by: Michael Pfannenstiel at August 7, 2006 2:15 PM
I dont get the obsession of "# of registered users". Have you ever downloaded a software, checked it out and never used it again? I want to know "Active Users", how many people actually use Skype for text messaging or a phone call in any one month. Why dont they report on it? Becuase it is a heck of a lot lower than 113 M.
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