Yahoo! to Kill Skype? Andy Thinks So.

Reader Bob Estrada links to Andy Abramson’s excellent analysis of Yahoo! voice offering, which concludes that it may be Skype that is soon checkmated, not everyone else.  Key to the argument is pricing power (Yahoo!, AOL, et al can undercut Skype), pre-existing messenger user bases, and full immersion of voice capability in Yahoo!’s community-oriented content. Andy’s the expert here …

Read moreYahoo! to Kill Skype? Andy Thinks So.

Analyzing Skype’s Q2, Updated Financial Model

Jason Jones was kind enough to update our Skype model with last night’s Q2 results.  Feel free to view here: Key points: Skype’s revenue and registered users continue to grow nicely year-over-year, up 105% and 95% respectively.  With $90 million of revenue in Q2, the company is now closing in on a $400 million run-rate.  The …

Read moreAnalyzing Skype’s Q2, Updated Financial Model

eBay’s New Pony: Skype

Sub-Head: Wall Street Misses Forest for Trees A typical eBay quarter: solid numbers, sandbagged guidance, unavoidable deceleration leading to gradual multiple compression, marketplace and payment businesses that are changing the world.  And then there’s that new business, Skype, the acquisition that made everyone think Whitman & Co. had finally gone nuts. I still think the …

Read moreeBay’s New Pony: Skype

Analyzing Skype

eBay has now owned Skype for more than four full quarters.  How’s that little $4 billion flyer doing? Answer: Pretty well, actually.  Not amazing, not terrible.  Pretty well. eBay doesn’t release much Skype information, but we can still get a good snapshot: After decelerating through Q2 last year, both revenue and user-growth are now reaccelerating. …

Read moreAnalyzing Skype