Skype Usage in Decline

We published a free report noting our increasing concern that Skype growth is rolling over. It could be partly due to seasonality but the numbers for the past few months are poor for a company that should be in a secular growth whirlwind - some outages notwithstanding.

On top of it all the signals we get from management in the company suggests a total washout of real business objectives and success measures. For eBay we expect the core business and PayPal to more than make up the shortfall but it does suggest the field for consumer and small business VoIP is open and ready for alternatives.

Anyone wanting the original short report can find it here.

Comments

[Ralph F:]

Does anyone have any sense *why* skype usage growth has gone into reverse? Google talk? Other competitors?

2007 Sep 04 05:52 PM