Comments on: eBay Snoring, Skype Roaring

By: Web Worker Daily » Archive Skype Launches New Unlimited Plan «

Web Worker Daily » Archive Skype Launches New Unlimited Plan « — Mon, 21 Apr 2008 15:32:29 +0000

[...] has been in the news lately due to their solid earnings, despite parent company eBays lackluster fiscal results. eBay is evaluating its options with the service, including a potential sale of [...]

By: links for 2008-04-19 | stuart henshall

links for 2008-04-19 | stuart henshall — Sat, 19 Apr 2008 08:38:24 +0000

[...] eBay Snoring, Skype Roaring - GigaOM Om thinks eBay will dump Skype. They better soon or something will come along and supercede it and it will have zero value. (tags: skype gigaom voip ebay) [...]

By: Martin Kuhn

Martin Kuhn — Fri, 18 Apr 2008 21:16:52 +0000

Om - An important factor to consider is that 90% of Skype revenue comes from outside the US

As the dollar declines against nearly all global currencies, Skype’s revenues are boosted ‘artificially’ by this dollar devaluation.

By: Will eBay Hang Up on Skype? - GigaOM

Will eBay Hang Up on Skype? - GigaOM — Fri, 18 Apr 2008 15:32:58 +0000

[...] during auctions. Why this feature was worth $4.1 billion puzzled the media and analysts alike. Skype is growing, but eBay hasn’t figured out what to do with the growth for the betterment of the company, [...]

By: sikantis

sikantis — Fri, 18 Apr 2008 04:20:21 +0000

Skype is really good, no question! Quality, service, everything. I use skype for international calls and meetings.

By: zipityzap

zipityzap — Thu, 17 Apr 2008 22:33:40 +0000

The real value in Skype will become apparent when we have nationwide wimax. Cell phones (and networks) will become obsolete. The only other winners will be perhaps Sprint and Clearwire - if they can manage to build-out the wimax infrastructure.

By: Andreas

Andreas — Thu, 17 Apr 2008 22:05:23 +0000

Skype is a great working service. All those other voice services are still just protocol standards that work horrible for the average user.

If Skype doesn't fit Ebay, I wouldn't mind if Google picked it up and integrated it with their other services.

By: garry

garry — Thu, 17 Apr 2008 19:08:02 +0000

I think the future for Skype is fantastic, if it is doing well in the current market conditions, things can only get better for it. It is a great product and the user base deserves to and will, keep on growing.

By: John

John — Thu, 17 Apr 2008 17:46:38 +0000

FYI, check out John C Dvorak and Adam Curry’s discussion about Skype’s new marketing campaign: http://www.podshow.com/showguide/?key_id=15412&feed_type=pdn (episode #26, 2008-04-12)

By: John

John — Thu, 17 Apr 2008 17:41:14 +0000

Skype is a great service and product, but it’s missing better web integration. Merge Skype and GrandCentral together and you have something…

By: tech-talk.biz » Blog Archive » How much is Skype worth?

tech-talk.biz » Blog Archive » How much is Skype worth? — Thu, 17 Apr 2008 17:33:40 +0000

[...] not necessarily related to the market value of the company. eBay is aware of that, and according to GigaOM, expect news over the weekend. TechCrunch predicts that an alliance with Google could be coming. [...]

By: Not Bullish on eBay - Sramana Mitra on Strategy

Not Bullish on eBay - Sramana Mitra on Strategy — Thu, 17 Apr 2008 17:29:24 +0000

[...] Skype is doing well in terms of actual numbers and growth, although it has cost eBay dearly in terms…. I said earlier that eBay should sell this unit off because it remains non-synergistic. [...]

By: DevlinD

DevlinD — Thu, 17 Apr 2008 15:29:58 +0000

Can anyone here really be surprised? Have you seen the coverage Skype has been getting lately, especially with their new video feature? Both CNN and Oprah (the woman can make or break almost any product) have been highlighting the app by using it on their shows to conduct interviews and the quality was really impressive.

Not sure if Skype paid for either of those spots in any way but even if they did it was certainly money well spent. Nothing helps web services cross over into the mainstream better than practical exposure to a very mainstream audience.

By: Rick

Rick — Thu, 17 Apr 2008 13:51:04 +0000

Skype’s net margin is probably under 5%.

By: Rick

Rick — Thu, 17 Apr 2008 13:44:25 +0000

I was quite impressed with Skype growth when I saw the numbers. But they didn’t tell the story. Skype’s margins are razor thin. If they are on the high side at 10%, then net income less than $13M for a annual run rate of say $75M. That doesn’t put a dent into just the first year’s opportunity cost of their initial investment.

By: jc

jc — Thu, 17 Apr 2008 13:37:25 +0000

Love the title of this article! Good job Om! Way to wait it out until the next day as well, unlike similar road hogs in the business :-) You have a much classier site here.