Slide 12009 © Skype

Slide 22009 © Skype

Peace, Love & PSTNSten TamkiviChief EvangelistGeneral Manager, Skype Estonia

Slide 32009 © Skype

Skype’s share of global minutes

2005 2006 2007 2008

2.8%4.4%

6.0%

8.0%

Source: Telegeography

Slide 42009 © Skype

Why is Skype gaining share?

Rich, intimate video conversations

(and they’re free)

International long distance landscape

changes

Slide 52009 © Skype

Why is Skype gaining share?

Rich, intimate video conversations

(and they’re free)

Slide 62009 © Skype

Skype is for the people I actually want to talk to

Slide 72009 © Skype

33%of Skype calls include video

Source: Skype

Slide 82009 © Skype Slide 82009 © Skype · Photo: http://www.flickr.com/photos/rbrwr/330796541/

International long distance landscape

changes

Slide 92009 © Skype

4%annual ILD growth

Typical YoY growth since 2003 · Source: Telegeography

Slide 102009 © Skype

-7%retail price

-4%wholesale

price

13%volume

Typical YoY growth since 2003 · Source: Telegeography

Slide 112009 © Skype

Volumes shift to mobile

– +

++Fixed Mobile

Mob

ileFi

xed

Term

inat

ion

Origination

- but you knew that...

Slide 122009 © Skype

40,000country pairs

Slide 132009 © Skype

500,000,000hours of calls from the US to Mexico

For calendar year 2007 · Source: Telegeography

Slide 142009 © Skype

37%volume of calls between top 30

For calendar year 2007 · Source: Telegeography

Slide 152009 © Skype

Markets are different

Slide 162009 © Skype

in the US

46%video users

in China

24%video users

Slide 172009 © Skype

in the US

5%IM users

in China

24%IM users

Slide 182009 © Skype

E–D D–D

D–EE–EEmerging Developed

Emer

gin

gD

evel

oped

Dest

inat

ion

Origin

ILD corridors

Slide 192009 © Skype

3 10

152Emerging Developed

Emer

gin

gD

evel

oped

Dest

inat

ion

Origin

ILD corridors

Top 30 corridors

Slide 202009 © Skype

Slide 212009 © Skype

Rich, intimate video conversations

(and they’re free)

International long distance landscape

changes

Slide 222009 © Skype

(and they’re free)

· Photos: http://www.flickr.com/photos/16105375@N00/1764118705/ · http://www.flickr.com/photos/ficknoster/547869347/

Slide 232009 © Skype

100,000

hours of Skype-to-Skype calls

33,000

hours of video calls

12,000hours of calls to landlines and

mobiles

In the last 30 minutes

Source: Skype

2009 © Skype

2009 © Skype