The Mobile Internet Report Key Themes*

VoIP International Long Distance (ILD) Minute Growth
Accelerating at 31% Share (vs. Switched) in 2008
VoIP International Long Distance Minutes, Non-Skype / Skype, 2005-2008
2005 2006 2007 2008
05-08
CAGR
Total International Long Distance
Minutes (B) 272 313 343 385 12%
Y/Y Growth -- 15% 10% 12%
Switched Traffic ILD Minutes (B) 219 237 250 266 7%
Share of Total ILD (%) 81% 76% 73% 69%
Y/Y Growth -- 8 6 6
Comments
Switched traffic still growing, albeit
at 6-8%, owing to strong usage
demand and decreasing cost to end
users
VoIP ILD Minutes (B) 53 76 93 119 31%
Share of Total ILD (%) 19% 24% 27% 31%
Y/Y Growth -- 44 22 29
Non-Skype VoIP ILD Minutes (B) 45 62 72 89 25%
Share of Total ILD(%) 17% 20% 21% 23%
Y/Y Growth -- 37 16 23
Skype ILD Minutes (B) 8 14 21 31 59%
Share of Total ILD (%) 3% 4% 6% 8%
Y/Y Growth -- 81 49 50
Total Skype Minutes (B) -- 36 49 73
ILD Share of Total Skype -- 38% 42% 42%
VoIP minutes rose to 31% of
International calls, up from 0% in
1998
Carrier / cable / other 3 rd party VoIP
services now at 23% of total ILD
minutes, up from 0% in 1998
Skype call minutes now at 8% of
total, up from 0% in 2003
42% of all Skype call minutes are
International calls
Note: Non-Skype VoIP includes VoIP services offered by traditional telecom companies, cable companies, and other thirdparty
vendors / wholesalers. Source: Telegeography / PriMetrica, Morgan Stanley
501
Research.