Friday, April 20, 2007

Skype financials: a few more notes on the data


Skype Journal has more on Ebay’s First Quarter results. Phil Wolff does some number crunching.“Following up on Jim’s Q1-2007 Is Skype’s First Profitable Quarter, I thought I’d see if I there was more to it. Skype calling didn’t grow in Q1-20070.

Skype-to-Skype calling didn’t grow this quarter, despite 25 million new accounts. Isn’t this a churn indicator? For each minute a new user called, someone else chose not to Skype for a minute. This could be seasonal: Q1 2006 was also close to flat growth.

And as you can see in the chart below, Skype’s retiring of free SkypeOut plans killed SkypeOut growth for the same period. This is clearly not seasonal.”

You’ll find his complete post on Skype Journal.

No comments: