I’ve just finished revising my VoIP projections, and have had to up the estimates (once again) based on healthy growth rates reported by the providers and my conversations with some of the leading VoIP players. (Take a look at today’s IP Media Monitor for the full scoop.)
Based on this revised assessment, residential VoIP subscriptions could reach nearly 4 million by year-end 2005, with the lion’s share (about half) going to cable operators and a good chunk (around 44%) going to independent VoIP providers such as Vonage and Skype.
| U.S. VoIP Subscribing Households - 2004 to 2010 | |||
| ( year-end, in mil.) | |||
| Total U.S. Households (HH) | Total VoIP Subscribing HH | Total VoIP HH % Total U.S. HH | |
| 2003 | 110.65 | 0.11 | 0% |
| 2004 | 112.42 | 1.13 | 1% |
| 2005 | 114.21 | 3.97 | 3% |
| 2006 | 116.04 | 8.89 | 8% |
| 2007 | 117.90 | 14.86 | 13% |
| 2008 | 119.78 | 21.25 | 18% |
| 2009 | 121.70 | 27.84 | 23% |
| 2010 | 123.65 | 34.36 | 28% |
| Source: Emerging Media Dynamics, Inc. analysis. | |||
| © 2005. | |||
If trends continue, and that’s a big if given the momentum low-cost Skype has, the independent providers’ market share could slip to around 16% in five years. By yearend 2010, residential VoIP subscriptions could climb to around 34.36 million or around 28% of all homes. But this number could soar even higher if cost-competition spurred by Skype really takes hold.
Cynthia Brumfield at 10:42 AM|Comments(0)
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