2010-08-11

Geographical numbers

Why Skype looks at the USA separately, and for the rest looks at regions, not even continents, is quite funny for a “theoretically” European company. But finally they unveil something about the geographical spread of Skype users.

The first graph is the geographical distribution of Skype users. EMEA means Europe – Middle East – Africa. Interesting to see that EMEA still takes the lead compared to ALL Americas (57% compared to 27%). I would even say: Europe takes the lead in the number of Skype users, because the number of Africa and Middle-East users is probably quite smaller compared to European users. Well, historically, Skype started in Europe, and cross border phone calls are still expensive in Europe. Therefore Skype is beneficial for individual users.

The second graph is the number of Skype users compared to total internet users of the mentioned regions. Here again, if I suppose that EMEA is mainly Europe, it looks like Skype can still push its growth in the Americas and Asia. 16% of EMEA Internet users have Skype according to the data provided by Skype (therefore probably 20% or more in only Europe), while the USA scores only 9%. Again, I think that Skype is much more interesting to use in Europe than in the USA, because of the small countries, some State “quasi” monopolies in telecommunication, and therefore high international communication costs. Skype is therefore a fantastic cost cutter. Probably the USA and other big American countries don’t feel that need as much as we Europeans do!

And concerning Asia and Africa: there is still growth ahead for Skype, if these continents continue to promote the internet penetration!

2010-08-10

Waw, improved numbers!

Skype announced yesterday that it filed a registration statement for an Initial Public Offering or IPO.
But, it also had to communicate some numbers, and I copy some concerning the first half of 2010:
  • 95 billion calling minutes over Skype
  • approximately 40% of which were video
  • $ 13.1 million net income
  • 87% of net revenues were generated by SkypeOut
  • 8.1 million paying users
But more astonishingly, they also mentioned this :
  • We have 124 million connected users
Why does this surprise me? Well, until some weeks ago they claimed to have more than half a billion users (560 million), even my Flemish Financial Newspaper still used that number today!
And now they admit that this was an “overstatement” (their words)! That’s what I always shouted out very loudly on this blog! Even the 124 million is probably an overstatement, because some people use several accounts (for instance some scammers and myself), but it is much closer to the reality.
With 23 million users online at peak time, the 124 million users is “credible”: indeed, quite a lot of users have their computers switched off, or do not run the Skype client permanently, therefore the numbers of concurrent people online that you see in your Skype client is an understatement of the real numbers of users.

But, good, Skype will (have to) publish more numbers than the previous months! And I can revive my blog!