XO announced today that they carried over 2 billion minutes of VoIP traffic in Q4 of 2005, which was an increase of 22% over previous quarter.
YAWN!
Frankly, who cares how much network utilization XO has? The metric is all wrong. XO investors should care about the number of subscribers, and the dollars earned per subscriber. Per minute revenues are trending to zero. Announcing that the number of minutes carried has increased is like a cable company announcing that the number of bits carried has increased. What cable investors really want to know is revenue per subscriber.
Alec Saunders is the Vice President of Developer Relations for BlackBerry maker Research in Motion. This is his personal blog, with his personal viewpoints. Prior to this Alec was the CEO and co-founder of Calliflower — the easiest way to hold a meeting, online, on a conference call, or on the go. A double-decade veteran of product management and marketing, he spent nine years at Microsoft where he helped launch Windows 95, the first two versions of Internet Explorer, the Universal Plug and Play initiative, the push into home markets, opt-in email marketing and what might well go down in history as the very first direct email list ever.
{ 3 comments… read them below or add one }
Alec – I completely agree with your point here. How many of these minutes originated on a VoIP-enabled device or an ATA, verses some gigantic GW trunk into a legacy circuit switch?!?! It’s just not interesting to hear how folks are trunking minutes anymore to reduce cost.
How about reporting on the number of Voice 2.0-directed or enabled “minutes” or calls? This wouldn’t necessarily speak to revenue, but would speak to adoption of a “sexier” call flow! How many “minutes” have been made “relevant” via your Relevance Engine? Now that would be an interesting tidbit of information!!!
Adam “voiploser” Uzelac
A famous Simpson’s quote “But I have 52 million shares! What’s fifty two times zero? And don’t tell me it’s zero!” http://en.wikipedia.org/wiki/I_Am_Furious_Yellow
So are you claiming 2 BILLION times zero is zero?!!!
– Don
NICE!