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“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)
“It's no exaggeration to
say the telecom industry
will never be the same” Business Week (30 May
2005)
“Zennström the radical has struck
again”
Business week (30 May 2005)
“Skype has blazed a new trail”
Business Week (30
May 2005)
“It’s free. It’s a phenomenon” Dow Jones Newswire (28
April 2005)
“The period of incumbent
complacency is over”
James Enck, Daiwa (25 May
2005)
“More than 41 MM people use Skype software…as a
result, combined 2005 revenues of AT&T and MCI are
expected to fall by $7.4 Bn or 15%”
Business Week (20 June 2005)
“Skype, whether you like it or not, has become the iPod of the Internet telephony world” Jeff Pulver (20 April 2005)
“The most popular ever Internet downloads
and doubtless the world's most viral telecom
service” Americas Network (15 January
2005)
To Google is to search and….“To
“Skype” is to call someone over
your computer” USAToday (17
December 2004)
“Better quality at no cost” Jason Donahue, Meiosys (30 May 2005)
Becoming the Voice of the Internet
• Set out to become world’s largest communications company
• We want to revolutionise the way everyone communicates through the internet
• Talking on the Internet should be the simplest and most natural thing in the world
• The only major Internet company focused 100% on communication
Vision
As broadband becomes ubiquitous, most voice calls will migrate to the Internet using free software, on the edges of the Internet, that remove barriers to more natural forms of communication.
That software is Skype.
Revolutionary Software
• Efficient customer acquisition– Word of mouth significantly reduces user acquisition cost
• High operating leverage– Minimal incremental cost for each user call– Software business model with low fixed costs
• Massively scalable network infrastructure with low capex– Better firewall tunneling that allows more calls to be completed– Advanced security and encryption technology– No single point of failure
Internet
Simply powerful
Intern
et
Any Skype user in the World (Free)
Any Regular Telephone in the World (Low cost)
Easy to set up and use
2
Look up and add buddies
Start talking with other Skype users
31
Download and install Skype client from
website, get headset
With very rich functionality
Instant Messaging
Contact list
Call any phone ($)
Wallet ($)
Find other Skype users
Send any kind of file
Make conference calls
Leave voicemail ($)
Get calls from any phone on your Skype client ($)
Expressive Content ($)
Voice content market ($)
Video
Global Directory
Forward calls to any number ($)
Groups ($)
Online Presence
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
4.16.8
11.5
19.8
32.9
44.1
57
Q104 Q204 Q304 Q404 Q105 Q205 Q305
Stimulating Viral growth built into product
Skype Registered Users (M)
Adding 180K
registered users / day
An important consumer activity
0
50
100
150
200
250
300
350
400
450
500
Search eBaymarketplace
Email IM Phone
Skype today
Calls from home / mobile phone
480
432
48
160
6294
10
Minutesper userper month
Communications
44% of all user time online is spent communicating
Share of Intenet calls expected to increase signi-ficantly in time
0.30.5
0.9
2
3.3
3.9
Q104 Q204 Q304 Q404 Q105 Q205
Viral usage
Skype Quarterly Minutes Served (B)
67% CQGR!
Truly Global Company
Operations: London
Engineering: Tallinn
Headquarters: LuxembourgAsia
27%
EU48%
Other10%
US13%
Africa2%
Revenue by Geography
Skype user base
Local representatives
Local Office
215 persons in 15 countries27 nationalitiesDoubling every 6 month
With a fast-growing ecosystem
200+ Hardware devices labeled asSkype-compatible
150+ Skype-enabled Applications
1000+ Developers
30+ partnerships with world-class
companies
10,000+ Affiliates
Voice Content Marketplace
Digital Goods Marketplace