Transcript Skype Groups - D

Skype Overview:
Expanding the potential of Global Communications
Faisal Galaria
Business Development
“Better quality at no cost”
Jason Donahue, Meiosys (30
May 2005)
“Every now and then a company [Skype] comes
along with an idea that’s not only good and
marketable but that captures the spirit of the
moment”
FierceWireless
(2005)
Becoming the Voice of the Internet
• Set out to become world’s largest
communications company
• We want to revolutionise the way everyone
communicates through the internet
• Talking on the Internet should be the simplest
and most natural thing in the world
• The only major Internet company focused
100% on communication
Vision
As broadband becomes ubiquitous,
most voice calls will migrate to the
Internet using free software, on the
edges of the Internet, that remove
barriers to more natural forms of
communication.
That software is Skype.
Revolutionary Software
Internet
•
•
•
Efficient customer acquisition
– Word of mouth significantly reduces user acquisition cost
High operating leverage
– Minimal incremental cost for each user call
– Software business model with low fixed costs
Massively scalable network infrastructure with low capex
– Better firewall tunneling that allows more calls to be completed
– Advanced security and encryption technology
– No single point of failure
Simply powerful
Any Skype user in the
World (Free)
Internet
Any Regular Telephone in the
World (Low cost)
Easy to set up and use
1
Download and install
Skype client from website,
get headset
2
3
Look up and
add buddies
Start talking with
other Skype users
With very rich functionality
Send any kind of file
Find other Skype users
Global Directory
Make conference calls
Instant Messaging
Online Presence
Groups ($)
Wallet ($)
Contact list
Voice content market ($)
Call any phone ($)
Expressive Content ($)
Get calls from any phone on
your Skype client ($)
Forward calls to any
number ($)
Video
Leave voicemail ($)
Customer driven innovation
• Real-time data analysis
• Built-in rolling surveys
• Forums, Blogs & Key Influencers
• Regular In-House custom surveys
• Regular in-House focus groups & panels
• Market information
Building sharing into product
Stimulating Viral growth built into product
57
44.1
Adding 180K registered
users / day
32.9
19.8
11.5
6.8
4.1
Q104
Q204
Q304
Q404
Q105
Skype Registered Users (M)
Q205
Q305
An important consumer activity
Minutes 500
per user
450
per
month 400
480
44% of all user time
online is spent
communicating
Calls from home
/ mobile phone
350
300
432
Share of Intenet calls
expected to increase significantly in time
48
Skype today
250
200
160
150
94
100
50
62
10
0
Search
eBay
marketplace
Email
IM
Communications
Phone
Viral usage
3.9
3.3
67%
CQGR!
2
0.9
0.3
Q104
0.5
Q204
Q304
Q404
Q105
Skype Quarterly Minutes Served (B)
Q205
Truly Global Company
Engineering: Tallinn
Operations: London
Revenue by Geography
US
13%
Africa
Other
2%
10%
Headquarters: Luxembourg
Asia
27%
EU
48%
215 persons in 15 countries
27 nationalities
Doubling every 6 month
Skype user base
Local representatives
Local Office
With a fast-growing ecosystem
Voice Content
Marketplace
Digital Goods
Marketplace
1000+
Developers
200+ Hardware devices
labeled as
Skype-compatible
30+ partnerships
with world-class
companies
150+ Skype-enabled
Applications
10,000+ Affiliates