<ul><li>Voice over Internet Protocol (VoIP) </li></ul>phone Phone PSTN PSTN Internet PC PC QoS
 
 
Type Sub-type Market players PC-PC Skype Kubao MSN, Google Talk Every IM software PC-phone SkypeOut iPhox Nearly every VoI...
Type Sub-type Market players Software based Skype, iPhox Kubao, 263 ETelephone Hardware based IP Telephone Vonage, Cisco, ...
 
<ul><li>P2P VoIP software, founded in 2003/08,  卢森堡 </li></ul><ul><li>Acquired by Ebay in 2005/09 with following deal stru...
 
SkypeOut Customer Acquisition Cost Telecomm Agency Skype $0.01 cent
<ul><li>Skype Zones Beta – very interesting model </li></ul><ul><ul><li>Cooperated with Boingo, a world wide Wi-Fi hot spo...
<ul><li>Skype USB phone, Wi-FI phone </li></ul><ul><li>Partnered with hardware manufacturers, receive patents and technolo...
Source: Ebay 2007Q1 10-Q file and other internet sources Q1 2006 Q2  2006 Q3 2006 Q4 2006 Q1 2007 Revenues (in millions) 3...
<ul><li>Hardware based phone adapter make phone-phone calls, with both residential and business package. Usually charged p...
Year Event 2001 Founded by Jeffery, raised $12mn series A  2003 $15mn series B 2004 $40mn series C $105mn series D 2005 $2...
Source: Vonage 2007Q1 10-Q file 2007 2006 Subscriber lines  2.4mn 1.6mn Average monthly customer chum 2.4% 2.1% Average mo...
<ul><li>2007/03:  被判定侵犯了 Verizon 的 Internet 呼叫技术专利; </li></ul><ul><li>2007/04:  被法院勒令停止发展新用户 </li></ul><ul><li>2007/04: CE...
<ul><li>Founded by Daniel Mattes and Roman Scharf in 2005, went live in 2006 </li></ul><ul><li>Get $20mn series C from Int...
 
Services Conference Call Scheduled Call SMS Dynamic Buttons Tools Mobile WEB Outlook/Firefox Plugin Embedded in iotum Smar...
<ul><li>Charge rates between phone callings </li></ul><ul><li>Advertising fee: </li></ul>
Target Bidder Comments Skype www.skype.com Ebay Founded by  Friis and Zennstrom in 2003, acquired in 2005/09, $4.1 billion...
 
<ul><li>到目前为止,中国的 VoIP 规定中,基于 PC-Phone 以及 Phone-Phone 的国内、国际长途业务是列在电信基础服务列表中的,不允许除运营商之外的厂商提供类似服务。 </li></ul><ul><li>VoIP 的...
 
<ul><ul><li>MS Office Communications Server 2007 </li></ul></ul><ul><ul><ul><li>Direct competitors: Cisco, Avaya </li></ul...
<ul><ul><li>Open Source VoIP PBX software </li></ul></ul><ul><ul><li>Asterisk (product from Digium) </li></ul></ul><ul><ul...
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VoIP Research

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VoIP Research

  1. 2. <ul><li>Voice over Internet Protocol (VoIP) </li></ul>phone Phone PSTN PSTN Internet PC PC QoS
  2. 5. Type Sub-type Market players PC-PC Skype Kubao MSN, Google Talk Every IM software PC-phone SkypeOut iPhox Nearly every VoIP software Phone-PC SkypeIn Nearly every VoIP software Phone-Phone Phone card 17909 Phone Adapter IP Telephone Vonage Cisio Avaya
  3. 6. Type Sub-type Market players Software based Skype, iPhox Kubao, 263 ETelephone Hardware based IP Telephone Vonage, Cisco, Verizon, Microsoft, Siemens, Avaya, 华为 , 共业 Hardware for business (media gate, IP PBX) Hardware for personal (Wi-Fi phone) Skype Web based Jajah 263 E 呼通
  4. 8. <ul><li>P2P VoIP software, founded in 2003/08, 卢森堡 </li></ul><ul><li>Acquired by Ebay in 2005/09 with following deal structure: </li></ul><ul><ul><li>$1.3 billion cash </li></ul></ul><ul><ul><li>$1.3 billion stock </li></ul></ul><ul><ul><li>$1.5 billion if financial targets met in 2008 or 2009 </li></ul></ul>
  5. 10. SkypeOut Customer Acquisition Cost Telecomm Agency Skype $0.01 cent
  6. 11. <ul><li>Skype Zones Beta – very interesting model </li></ul><ul><ul><li>Cooperated with Boingo, a world wide Wi-Fi hot spots internet access provider. </li></ul></ul><ul><ul><li>Use Skype Zones under Boingo Wi-Fi by $7.95 per month, compared to previous $21.95 internet fee per month. </li></ul></ul>
  7. 12. <ul><li>Skype USB phone, Wi-FI phone </li></ul><ul><li>Partnered with hardware manufacturers, receive patents and technology fee </li></ul>
  8. 13. Source: Ebay 2007Q1 10-Q file and other internet sources Q1 2006 Q2 2006 Q3 2006 Q4 2006 Q1 2007 Revenues (in millions) 35.16 44.16 50.02 63.42 78.53 Current quarter vs prior quarter 42% 26% 13% 27% 24% Current quarter vs prior year quarter -- -- -- 156% 123% Registered users (millions) 95 113 136 171 196 Current quarter vs prior quarter 27% 20% 20% 26% 24% Skype to Skype Minutes (in billions) 6.9 7.1 6.6 7.6 7.7 Skype Out Minutes (in billions) 0.7 0.9 1.1 1.5 1.5
  9. 14. <ul><li>Hardware based phone adapter make phone-phone calls, with both residential and business package. Usually charged per month </li></ul><ul><li>Lots of add-on features, like Click-to-call, 3-way call, Called ID block, softphone, etc. </li></ul><ul><li>Mixed Product sales channel </li></ul><ul><ul><li>Direct web selling </li></ul></ul><ul><ul><li>Rely on traditional large distribution channels </li></ul></ul><ul><ul><li>Partner with internet service providers </li></ul></ul><ul><ul><li>Lack of globalization, limited in north America because of too reliance upon hardware </li></ul></ul>
  10. 15. Year Event 2001 Founded by Jeffery, raised $12mn series A 2003 $15mn series B 2004 $40mn series C $105mn series D 2005 $200mn series E $250mn convertible debt 2006 $531mn IPO, discounted nearly 10% on the first trading day Today Market cap is $ 498.95mn from Yahoo! Finance
  11. 16. Source: Vonage 2007Q1 10-Q file 2007 2006 Subscriber lines 2.4mn 1.6mn Average monthly customer chum 2.4% 2.1% Average monthly revenue per line $28.31 $27.85 Marketing costs per gross subscriber line addition $273 $209 Gross revenue $196mn $120mn Net loss $73mn $82mn Employees 1729 1416
  12. 17. <ul><li>2007/03: 被判定侵犯了 Verizon 的 Internet 呼叫技术专利; </li></ul><ul><li>2007/04: 被法院勒令停止发展新用户 </li></ul><ul><li>2007/04: CEO Michael Snyder 宣布辞职 </li></ul><ul><li>2007/04: 代 CEO Jeffrey Citron 宣布无法实现 08 年一季度盈利的预期 </li></ul>
  13. 18. <ul><li>Founded by Daniel Mattes and Roman Scharf in 2005, went live in 2006 </li></ul><ul><li>Get $20mn series C from Intel Capital in 2007/05 </li></ul>
  14. 20. Services Conference Call Scheduled Call SMS Dynamic Buttons Tools Mobile WEB Outlook/Firefox Plugin Embedded in iotum Smartphone Software Call me from my website Web based VoIP Technology
  15. 21. <ul><li>Charge rates between phone callings </li></ul><ul><li>Advertising fee: </li></ul>
  16. 22. Target Bidder Comments Skype www.skype.com Ebay Founded by Friis and Zennstrom in 2003, acquired in 2005/09, $4.1 billion Dialpad Communication voice.yahoo.com Very similar with Skype Yahoo Founded in 1999, with over 400 emplyoeers, acquired in 2005/06, amount undisclosed Teleo Very similar with Skype Microsoft Founded in 2003, with employees less than 25, acquired in 2005/08, amount undisclosed Sipura VoIP hardware manufacturer Cisco Acquired in 2005/04, $68 million VoIP 论坛 www.voip86.com China 通信网 www.c114.net Founded in 2003, acquired in 2006
  17. 24. <ul><li>到目前为止,中国的 VoIP 规定中,基于 PC-Phone 以及 Phone-Phone 的国内、国际长途业务是列在电信基础服务列表中的,不允许除运营商之外的厂商提供类似服务。 </li></ul><ul><li>VoIP 的运营商试点进展缓慢,监管也处于“灰色”状态。但作为一种 3G 领域内的应用, VoIP 有望在 3G 牌照发放后得到政策上的支持。 </li></ul><ul><li>Oversea, regulation is also a big problem for VoIP companies. e.g. Vonage now faces lots of federal and state litigations. </li></ul>
  18. 26. <ul><ul><li>MS Office Communications Server 2007 </li></ul></ul><ul><ul><ul><li>Direct competitors: Cisco, Avaya </li></ul></ul></ul><ul><ul><ul><li>Directly call and receive phones from MS Office system </li></ul></ul></ul><ul><ul><ul><li>Embedded Office Communicator client into hardware </li></ul></ul></ul><ul><ul><ul><li>IP phones </li></ul></ul></ul><ul><ul><ul><li>Open SIP server standard allow proprietary softphones </li></ul></ul></ul>
  19. 27. <ul><ul><li>Open Source VoIP PBX software </li></ul></ul><ul><ul><li>Asterisk (product from Digium) </li></ul></ul><ul><ul><li>2006/08 , raised series A $13.8mn from Matrix Partners, a well-known VC focus on open source software, who invested JBoss, Hyperic before. </li></ul></ul><ul><ul><li>Profitable since 2002, grow 100% every year, currently with 1mn users. </li></ul></ul><ul><ul><li>Revenue from: </li></ul></ul><ul><ul><ul><li>Hardware connected with Asterisk </li></ul></ul></ul><ul><ul><ul><li>Professional support </li></ul></ul></ul><ul><ul><ul><li>Software patents excluding GPL </li></ul></ul></ul><ul><ul><ul><li>Asterisk business edition </li></ul></ul></ul>

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