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Niklas Zennström CEO and co-founder Skype

Niklas Zennström CEO and co-founder Skype. IDATE November, 2004. Internet Act II and the future of telephony. Will we see decline in phone lines There will be no more phone lines Will new players emerge Absolutely Impact on Access market Access becomes access to the broadband Internet

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Niklas Zennström CEO and co-founder Skype

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  1. Niklas ZennströmCEO and co-founder Skype IDATE November, 2004

  2. Internet Act II and the future of telephony • Will we see decline in phone lines • There will be no more phone lines • Will new players emerge • Absolutely • Impact on Access market • Access becomes access to the broadband Internet • Consumers wants applications Confidential and Proprietary Skype Technologies S.A.

  3. Our Vision “As broadband becomes ubiquitous, most voice communications will migrate to the Internet enabled by software on the edges of the network, which removes barriers to natural forms of communication. That software is Skype” Confidential and Proprietary Skype Technologies S.A.

  4. Business Model • It’s not about replacing the fixed line, it’s a superior product • Low overhead • Global market • Free distribution • Zero marginal cost • Upsell Value-added services • It’s not about ARPU it’s about ARPE • Benchmarking with Yahoo! and Google rather than BT and FT Confidential and Proprietary Skype Technologies S.A.

  5. Global Exponential Growth • Users in all countries in the world • 380,000 paying users (in 4 months) 100 k/day 50 k/day 30 k/day 15 k/day Confidential and Proprietary Skype Technologies S.A.

  6. What’s Next Communication modes ? ? Collaboration Video File transfer Conference calling IM Voice Presence Desktops PDA Mobiles Platforms Confidential and Proprietary Skype Technologies S.A.

  7. Industry Transition • Charging for calls belongs to last century • Lost revenues in voice due to fixed to mobile replacement • Skype creates opportunities in broadband sales • Consumers are making the decisions, not the industry $10 B potential? $300 B Voice Broadband Other 2003 2010 Confidential and Proprietary Skype Technologies S.A.

  8. Is Skype a Threat to Telcos? • The fax did not kill the postal service • The email did not kill the fax • The IM did not kill email • Skype will not kill the phone network New communication software drives demand for broadband access, and is always incremental to legacy services. Confidential and Proprietary Skype Technologies S.A.

  9. Unleashing Innovation • The Internet is levelling the playing field • Anyone can address the global market • No longer advantageous to be big • What used to be assets may become a liability for incumbents • Each player need to focus on their core advantages It’s not the big who beats the small, it’s the fast who beats the slow Confidential and Proprietary Skype Technologies S.A.

  10. Thank you

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