A Conversation on the Future of Telephony What’s Your Skype Strategy?

1. A Conversation on the Future of TelephonyWhat’s Your Skype Strategy? Stuart Henshall May 10, 2005 www.SkypeJournal.com

2. 35 million Skype users so far 3m concurrent users almost 1.2m SkypeOut Users 1.5 billions minutes in April 1-2% of broadband users % of global international call 100m user target by ???? 150,000 new Skypers Yesterday (May 9, 2005) www.SkypeJournal.com

3. Michael Powell • "I knew it was over when I downloaded Skype. When the inventors are distributing for free a little program that you can use to talk to anybody else, and the quality is fantastic, and it's free - it's over. The world will change now inevitably." www.SkypeJournal.com

4. Peter Cochrane • “Here's one change I've noticed. Because VoIP calls cost nothing, or almost nothing, they become a connection and not a call. I just open up a channel and use it much like an intercom or a casual conference call. And because of the voice quality, there is great intimacy and connection. It seems to re-enable those emotional bits normally thrown away by the restricted bandwidth of the old telephone” www.SkypeJournal.com

5. Verb: to Skype / SkypeMe www.SkypeJournal.com

6. Early Adopter Evangelist Collaboration Communication Conversation Real-Time Accelerated Learning Behavior Work Methods Easy to use software Voice centric / quality Ad-hoc Conferences Presence Connectivity Security Embedded Brand Community Skype: “stuart_henshall” www.SkypeJournal.com

7. Von & Skype • Business needs a voice strategy. Not just Skype --- broader context of VON…. • VON (“Voice”) alone not enough, convergence, connectivity, presence, economics • changing user behavior in a real-time online world • telecom call is no longer an arbitrage play www.SkypeJournal.com

8. Post-its to the Future Skype Social Networking Always On Limited Presence Projection Skype Anywhere Push to Talk Voice Activated recognition Mobility Wi-Fi Centralized Contacts Video Conferen- cing Web IM, directories Cheap Global Calling Video Messaging Callout Center Global Nomads Pocket PC 50 Person Chat Corporate Directory Web Enabled solutions Free Calling Embedded Linux Cross Platform Voice Messaging Limited Presence Symbian Text Messaging Voice Mail Call forwarding Skype Mobile Groups User Directory SkypeIn Skype Work Groups Audio Quality SkypeOut PSTN Skype Work Groups File Sharing SkypeAPI Developers Web Store No Marketing Dollars Embedded Skype products Skype to SMS Multi- User Accounts Easy to Use Interface Accounts Billing System Purchase Account G.729 connect Extensions Roll-overs Hardware P2P Telephony Location Connect? NAT’s Just Works SIP Inter- Connect www.SkypeJournal.com

9. Jeff Pulver • “As Skype continues to evolve as an internet application, it will be real interesting to watch how extensions to Skype based presence starts to evolve and the kinds of additional connectivity which becomes available as a result of the advent of Skype.”Oct 2003 • “Skype is the iPod of VoIP” April 2005 www.SkypeJournal.com

10. FROM Call Voice Mail Number Dialing Hardware Physical Handset TO Skyping Voice Message Name / profile Clicking Software Mobile Headset Redefining the Experience www.SkypeJournal.com

11. Personal Presence Servers www.SkypeJournal.com

12. SkypeAPI Mobile carriers? Amazon or Flickr Answer Machines Podcasting Call Centers Skype to Blog Smart Dialers Desktop Management SkypeBots Distributed Chat Presence Servers Location New Applications www.SkypeJournal.com

13. Some Questions • Fight Skype? Co-opt Skype? Kill Skype? • SIP – IMS – Mobile vs. Wireline • Innovation Speed - Software • Regulation vs. Community • Skype and “Freedom” to Connect – Global • Trust (Identity, Accounts) • Network Facilitator www.SkypeJournal.com

14. So What’s Your Skype Strategy? • Telecoms • Portals - Chat rooms • Social Networking Services • Mobility - Devices • Presence • Identity • Consumer Power • Personal • Business • Social • Client’s www.SkypeJournal.com