Skype Ecosystem 2007
FirstPartner www.firstpartner.net
Kurt Lyall Christopher Owen
t. +44 (0)870 874 8700
klyall@firstpartner.net cowen@firstpartner.net
Customers
Introduction
Welcome, this map has been prepared by FirstPartner following extensive research on Skype, its market
Skype Hourly Usage Stats
The Individual User Families Business
environment and partners. It presents an accurate picture of the ecosystem as at the 18th September
Needs: Needs: Needs:
7
2006. The map is structured into multiple tiers as follows:
Customer
Millions of online concurrent users
1) Free calls to friends and family 1) Out of the box and simple to use 1) Ease of use and centralised management
Customer Segments - end customers, their segmentation and needs as end-users.
1.
Segments 2) Long distance international calling
Skype Customers low cost
2) Reliability and 2) Cost savings
Propositions - what Skype means to end-customers.
2.
The Channel - the various channels and routes to market adopted by Skype.
3.
3) Voicemail and a telephone number to be contacted by 3) Keep existing number 3) Integrates with existing telephony services and equipment 3.5
Phones: the full spectrum of devices, handsets and equipment used for making Skype calls.
4.
Internet Connectivity - the often overlooked but key silent partner in enabling the Skype service
5.
to be delivered peer-to-peer.
Skype Platform - the core system enabling Skype calls and integration with 3rd party applications.
6.
Propositions
0
Skype Infrastructure - covering billing, APIs and termination.
7. 0.00 6.00 12.00 18.00 0.00
Time (ufc)
Skype application partners - the emerging category of value-add applications and services that
8. Source: Skypestats 2006
are driving innovation within Skype’s ecosystem.
- Skype is free to download and really easy to use.
Enablers - extended partners such as 3rd party applications, market places, experts and
9.
- Use SkypeOut to call ordinary phones.
publications.
Skype Propositions Co-branded Propositions SME/SOHO Business Telephony Solution
Propositions - Skype to Skype will always be free.
Market Facts
Skype to Skype Skype Out/In IM/Chat/Presence Video Calling SMS Skypecast Hardware Bundle Content Bundle IVR PBX Conf. Calling Call Forward
1. In the next 12-18 months we believe Skype’s ecosystem can add significant scale and can enable
- Free
Skype to catch and overtake Microsoft’ s 20m online active user base of live contacts (MSN VoIP Annual Minutes of Use (Billions)
Example: Superman Pack
1600
1,495
Messenger). eBay’s acquisition late in 2005 has given Skype the resources, unique access to the eBay’s
Distribution 1400
buyer/seller community and a US presence from which to scale and defend against fast follower
1200
competitors.
1000
Retail e-Retail On the Street Skype Download Skype Extras Store Community Portal User Directories Classifieds eBay Merchants 760
The Channel
800
2. In 2006, Skype’s ecosystem has gathered pace and grown significantly:
600
- Application developer community has tripled in size to over 3,000. Watch This Space: The Skype Extras
Starter Kits Pixmania Play.com Internet Cafes Livedoor pch Thomson Local Gumtree 367
& Routes to Store is an e-Retail 400
- Over 400 applications are catalogued by Skype. Credit Vouchers Auchan Firebox Newsstands Tom.com LunarStorm Skypedirectory.com Craigslist
183
Skype 2.6 Beta distribution channel
Sainsbury’s El Corte Ingles I Want One of Those Bookstores Daum Jubii Ecademy Kijiji
- Over 400 hardware devices are Skype certified. 200
72
Find and join Skypecasts with
Market which sells hardware,
Radioshack RetailOnline IT Consultants Buffalo Pacnet Rotary Club 0
new Live tab. Share favourite
accessories, ringtones 2005E 2006E 2007E 2008E 2009E
SonyStyle Small Office Supply Shops Bebo SixApart
links in your mood message. Source: Various public presentation
3. A steady news flow of deals and announcements has taken place as eBay has sort to cement their and much more....
eBay Independent Mobile Phone Retilers Kodak Photo Voice
acquired advantage in the VoIP market. Skype is also now benefiting from the experience of eBay’s Independent Computer Stores
own developer community (some 30,000 members) and we expect to see greater benefits from the
tighter integration of eBay’s and PayPal’s developer community with Skype’s ecosystem going forward
Watch this Space - Click2Call Advertising
into 2007.
Skype Registered Users (Millions)
250
Pay Per Lead on eBay Pay Per Lead on Ad Networks
Talk with Seller Late on Mortgage Payments?
200
Distributors Call now to get relief!
0800 983 2990
Ask seller a questions Read seller’s responses
150
EET Vision Software Webtangers Qbest Q-Best Ltd
Revenue Opportunity:
Dangaard Telecom Brightpoint Brightstar SOGEL
Pay per lead
100
50
Fixed Line / Fixed Wireless Hardware PC Softphones Mobile Phones eBay Client Embedded Click2Call Portals
0
05Q1 05Q2 05Q3 05Q4 06Q1 06Q2 06Q3E 06Q4E 07Q1E 07Q2E 07Q3E 07Q4E
Headsets IP Phones Wi-Fi Phones Other Hardware Toolbars Skype Client USB Keys Skype Client Phones Gumtree
Bebo
Communities &
Internet Explorer Toolbar
Motorola Netgear Simplyphone Linksys U3 Pro Series Sandisk iSkoot BENQ Joomla/Mambo
Content
Pay Per Lead Thunderbird Toolbar
2% Polycom SMC Trinity RTX Zippy Linksys Iocell IPDRUM i-mate
Services vTiger
Phones
0%
2006Q1
100.0 13%
Skype Out Plantronics Belkin Philips Edge-core Logitec Creative EchoStore EQO Communications dopod
OutlookToolbar ACT!
Users: 181m registered users
90.0 Icemat Siberia Edge Core TopCom Intel PackardBell Woxlib HTC
OfficeToolbar
Ot her Skype Journal
CAGR: 151% (int)
80.0 Sennheiser Polycom USRobotics SanDisk VoipVoice E-Ten
Outlook ExpressToolbar Reach per Mn: 22,911
70.0 D-Link Panasonic Sony Vaio FirefoxToolbar Source: eBay, Nielsen
60.0 Skype In
50.0 44%
Revenue Opportunity:
32.0
40.0
30.0 Hardware Certification
20.0
Voice Mail
3.2
Internet Connectivity Mobile Connectivity Blocked Connectivity Click2Call Providers
10.0
41%
0.0
Partner ISPs Other ISPs Traffic Management Vendors Wireless ISPs Skype Carriers Other Google
100.0
Internet
2007Q4E
Skype Out Vonage
90.0
Ot her Skype In Gizmo Project
Pay Per Lead HGCBroadband Wanadoo Internet Access UK Sandvine Boingo eTen E-Plus O2 Telefonica Vodafone
80.0
Connectivity
33%
33% Onet.pl Tiscali NetZero NetEqualizer The Cloud Three Hutchison 3 T-Mobile Deutsche Telekom
70.0
PacificInternet BT Yahoo Connect4free Matrix Communications Fiberlink Swisscom Orange Cingular
60.0
50.0 39.9
40.0
30.0
Revenues
20.0 Communities &
4.1
10.0 Content
Magic Source
Skype Platform
Services
0.0 Voice Mail
8%
Warner Music Group Deal:
2% 24%
Source: Skype investor presentation 2006, FirstPartner estimates