The Omoscope must have been turned on really early this morning as the o-meister put his investment banker viewpoint and deciphered the recently reported numbers from Skype and they’re not as fantastic as I’m sure some would like if the word “earn out” is part of their future financial planning.
Om points out that the growth rate for Skype needs to rise by over 50 percent percent per day. In an era with increased competition from Yahoo, Google, Microsoft, Gizmo, SightSpeed and others in the voice and video space, one has to wonder how many more “new” converts are out there for Skype to aquire.
A more interesting stat would be how many eBay users are Skype users or more importantly intend to be, or vice versa. That kind of number would be more relevant for projecting future growth. Hopefully Skype will release that kind of study and help prove the value eBay paid so the market reacts from a position of being better informed and not basing decisions on crystal balls.