niklas zennstrom's statements at von canada
TRANSCRIPT
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A Vision For Global TelephonyVON Canada
Niklas ZennströmSkype CEO and co-founder
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Vision
As broadband becomes ubiquitous, most voice calls will migrate to the Internet using free software, on the edges of the Internet, that remove barriers to more natural forms of communication.
That software is Skype.
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Viral = Exponential Growth
0
5,000,000
10,000,000
15,000,000
20,000,000
25,000,000
30,000,000
35,000,000
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Skype
Kazaa
Hotmail
ICQ
~155 000 new users per day~35 M registered users, in all countries in the world~1.2M SkypeOut accounts~1.5B minutes per month (22% monthly growth)
Months since launch
Users
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Telecom Transition
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1. Many Networks Become One• Previously we had vertical solutions that
offered one network per service:– PSTN, X.25, Frame Relay, IP, Telex...
• The Internet is becoming the common carrier for all services
• Growth comes as various wireless access technologies connect to the Internet
-Wi-Fi, 3G (data), WiMax, UWB…
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2. Phones are Becoming Computers• Powerful CPUs
• Connected to the Internet via various radio networks (multi-band)
• Open OS (Linux, Symbian, Windows Mobile, etc)
• Easy to install applications
• Affordable
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3. Telephony is Becoming an App• An application that you run on a computer
• Computers have different form factors– Desktops, Laptops, PDAs– Mobile phones– Embedded – Increasingly ubiquitous and everywhere
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…New Game with an App
• Economics– Zero customer acquisition costs– Zero marginal costs per call minute You can’t charge for calls anymore
• Distribution– Network independent & worldwide market
• Innovation– Software development product cycles, rather
than network infrastructure (10 years+)
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Carrier Implications
• VoIP is driving broadband sales
• Operating one network is more cost efficient than one network per service
• Examples:– BT 21st Century Network– TeliaSonera– HGC
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1990 1995 2000 2005 2010 2015
Internet access
Telephony
Telecom Revenue
?
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Why Now?
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Why Now – User Maturity
• Who wants to use the Internet and PCs for calling?– Who could imagine we would use our PCs for:
• Music jukebox and music downloads?• Photo albums and image sharing
• Sara 8 years old doesn't like to talk on the phone (it’s weird) but talking on Skype is cool
• Mike 17 uses his PC for music, TV, photos, gaming and talking (incl voice) to friends
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Why Skype
• Outside-of-the-box technology - none of our engineers were telecom engineers – they just solved the problem
• Simple-to-use as the benchmark was the traditional phone and the web browser
• Think of your mother as user
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Why Now – Infrastructure
• Over 100 million computers connected to broadband Internet last year
• Massive bandwidth available – QoS is moot
• Powerful computers
• Wi-fi
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The Ecosystem
• Encouraging evangelizers
• Extensive API which is free to use
• Accessories which are Skype Enabled are very attractive to consumers
• Existing users recommend Skype to friends (as long as we are honest and respect our users)
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Growth Opportunities
Where are Skype, and partners, going…
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Growth has been on PCs so far
• Growth-to-date has been primarily on desktop/laptop Windows
• There are many more mobile phones than PCs
• Although we (early adopters) can’t live without our PCs our mothers don’t want to leave them on
• Skype is breaking out of the PC…
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New Platforms
• Skype on mobile OS:– Short list: Embedded Linux, Symbian,
Windows Mobile,…
• Embedded Platforms: Embedded Linux– We intend to work with hardware companies
to include Skype on their Internet connected devices
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API – Developer Opportunity
• Skype API enables developers and hardware companies to integrate Skype functionality into their products
• Unleashing innovation and enabling developers
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New Services
• SkypeIn – 30 € per year – US, UK, France, Sweden, Norway, Finland,
Denmark, Poland, Hong Kong– Free global roaming
• VoiceMail– Early usage shows that people use it
differently than PSTN voice mail
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Regulation and VoIP
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The Need for Regulation
• Why do we have regulation at all?– To ensure consumers gets decent services
where there is a market with dominant players– Not to stop innovation and to protect
incumbents
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Maybe Regulate the Incumbents
• VoIP is a nascent technology that need to – Interconnect to the PSTN– Be delivered over third party Internet access
• Those networks are mainly provided by incumbents or second operator in an oligopoly market.
• They have incentive to stop others VoIP– Don’t let them (not good to restrict consumer
choice)
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Nomadic Numbers Benefit
• Users can connect with their computer/phone anywhere there is an Internet access and be reached via their geographical number– Customers save money on roaming– Callers can call cheap local calls rather than
expensive calls to mobile
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Virtual Numbers Benefit• A business in e.g. Luxembourg can have
virtual VoIP numbers in France, Germany, Hong Kong, USA, Sweden, etc– this opens up enormous benefits for end
users– Regulators in many countries are not allowing
this, which is a disadvantage for those countries
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Emergency Calling
“When there is a burglar in my house I don’t want to call the police, I want to email or IM them”
• Take advantage of the new IP technology to provide richer emergency services
• Don’t force legacy emergency calling to nascent technology
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Solution
• Provide open interface to emergency centrals which can receive text, voice and video over IP
• Build up national IP geo mapping databases managed by national authorities
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Summary
• Voice is becoming a software application
• New rules with software
• No benefits of regulating VoIP
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Thank You!
www.skype.com/company/jobs/