Our estimates suggest that 5.3 million IP PBX lines were sold in 1Q08. These include those IP PBX lines that were shipped as part of hybrid TDM/IP systems. We have previously reported line estimates from pure IP PBX systems only.

Geographical split shows that EMEA leads. The 5.3 million IP PBX lines sold during 1Q08 generated $875 million in revenues worldwide. Avaya leads the market with 25.1% market share worldwide. That lead is followed by Siemens with 23% and Cisco at number three with 17.7% market share worldwide. (Market shares by line shipments).

Continue reading "5.3m IP PBX lines and 3.7m IP Phones in 1Q08" »

There were estimated 69.2 million VoIP subscribers worldwide as of 1Q08. USA had the most subscribers (18.1m) followed by Japan (16.8m). France was at number three with 11.5m subscribers. Chart below gives VoIP subscriber numbers in top 10 countries.

Continue reading "Nortel leading in terms of live VoIP subscribers served" »

1&1
• Added 15kVoIP subscribers during 1Q08. At the end of March08, the total VoIP subscribers 1.91 million
• The number of VoIP minutes completed per month grew from 950 million to over 1 billion during 1Q08
• 1&1 uses open source platform to serve VoIP customers

Kabel BW
• Added 33,000 VoIP subscribers during 1Q08. Total VoIP subscribers at end 1Q08: 272,500.
• VoIP represents 12% of customer account penetration

• NTT VoIP subscribers: 5.7 million. NTT East 3.06m, NTT West 2.7m

• J:Com: 1.36 million VoIP subscribers. Added 193k subscribers during 1Q08

Seems like VoIP had a soft quarter after all. In 1Q08, vendors shipped a total of about 7.9 million VoIP Subscriber Feature Server licenses for deployment in service provider networks generating $144 million in revenue. The number of lines is down by 19% Q-o-Q. The 3Q07 and 4Q07 quarters however were unusually high growth quarters for VoIP Subscriber Feature Servers. If the 4Q07 seasonality in particular is normalized, there is a nice sequential growth.

In 1Q08, Nokia Siemens Networks (NSN) led the VoIP subscriber lines equipment market on a worldwide basis with a market share of 19.8 percent. That lead is followed by Italtel at number 2 and Cisco at number 3 worldwide.

Continue reading "VoIP subscriber lines market shrinks 19% Q/Q" »

• Added 43,931 new subscribers during 1Q08. At the end of March 2008, the total Belgacom IPTV subscriber base was 349,250
• IPTV ARPU: EUR 17.4 compared to EUR 13.4 a year ago
• Added 9k new VoIP subscribers during 1Q08. At the end of March 2008, the total VoIP subscribers 16k
• During the quarter Belgacom and Twentieth Century Fox reached an agreement to make Fox films available on demand via Belgacom TV, Belgacom’s IPTV service

Session Border Controller (SBC) revenues during 1Q08 were up 22% from the previous quarter 4Q07. A total of 9.9 million ‘sessions’ capacity were shipped during 1Q08 generating $56.8 million in revenues. 4Q7 revenues were in the range of $46.6 million for the segment.

Acme Packet leads 1Q08 SBC segment with market share of 47%, followed by NextPoint. Vendors who made significant inroads into the SBC market during 1Q08 include Sonus and Veraz.

I will be posting overall 1Q08 VoIP revenues tomorrow.

There was an aggregated total shipment of 335 thousand IP media server ports shipped by independent media server makers in 1Q08. Shipments represented a slight increase Q-o-Q, however revenues decreased compared to the previous quarter – perhaps an indication that Average Selling Prices are decreasing in this segment.

Estimated $14.7 million were generated by carrier IP media server products in 1Q08.

Continue reading "Carrier IP media server shipments show slight increase in 1Q08" »

• 2 million VoIP subscribers at the end of 1Q08.

• 21CN update: 58% of UK national core infrastructure built

• 214k IPTV subscribers at the end of 1Q08. Added 94k subscribers during 1Q08. Latest May08 figures released: 250k subscribers.

• 68% of new IPTV subscribers chose a subscription package at a point of sale. Average number of views per subscriber, per month: 29 views

• 1.09 million VoIP subscribers at the end of 1Q08
• Added 125,700 new subs during 1Q08, the most active VoIP quarter so far.
• VoIP revenues nearly doubled to $121 million compared to pro forma revenue of $63 million in the year-ago quarter.
• VoIP represents 11.4% penetration into the overall customer base.

• VoIP subscribers in Norway 133K. Added 2k new subs during 1Q08
• VoIP subscribers in Sweden 209K. Added 7k new subs during 1Q08
• VoIP subscribers in Denmark 107K. Added 8k new subs during 1Q08

• Telecom Italia ended 1Q08 with 136k IPTV subscribers, an increase of 56 thousand in the quarter.
• 1.5 million VoIP subscribers as of end 1Q08, which represents 23% penetration into retail broadband access lines.

• Added over 639k VoIP subscribers during the 1Q08.

• Comcast ended 1Q08 with a total of 5.1 million VoIP subscribers.

• 5.1 million VoIP customer base represents 12% penetration of the total Comcast addressable market

• Revenue from VoIP service more than doubled to $573 million in the 1Q08 compared to the same period of the prior year. Circuit-switched phone revenue declined $69 million to $14 million in the 1Q08.

• As of 1Q08, Comcast had 66,000 circuit-switched customers, and expects to wind down that business by mid-year 2008.

• Telio had 148.9k subscribers at end 1Q08. Total increase of 4,210 during 1Q08.

• Majority of customers (104,854) in Norway.

• Revenues: NOK 94.3 million, same as in 4Q07.

• Average monthly revenue per subscriber NOK 261

• Serving 1,900 VoIP lines to the SMB market.

• Mobile VoIP, new company focus

• 1.7 million VoIP subscribers as of end 1Q08

• Added 93k or 5.8% during 1Q08

• VoIP represents 36% penetration in homes passed

• VoIP represented $160 million revenue during 1Q08 which is approximately 8% of company’s consolidated revenues for the three months ended March 31, 2008

Total revenue $27.9 million, a 20% decline from 4Q07

VoIP product revenue $20.7 million, compared to 4Q07 revenue of $20.9 million

1 customer accounted for 10% of 1Q08 revenues: MTN. Top 10 customers accounted for 52% of Q1 revenues. 6 customers each accounted for $1million or more in Q1 revenue.

4 new switching customers in 1Q08.

Revenue split: 16% North America, 84% International. Compared to 4Q07 split of 23% North America, International 77%.

Service revenue: $5.6 million. Gross margin: 53.6%.

• Added 30,000 net subscriber lines in the 1Q08 and finished the quarter with more than 2.6 million lines in service

• Average monthly customer churn increased to 3.3% in the first quarter 2008 from 3.0% in the fourth quarter 2007.

• Marketing cost of customer acquisition: $216 per customer. Total marketing costs during the quarter: $61 million.

Continue reading "Vonage 1Q08 Update" »

• VoIP subscribers: 3.2 million, representing 12.6% penetration of service-ready homes passed

• Added 280,000 VoIP subscribers during the quarter

• Continued roll out VoIP services to SMEs. As of March 31, 2008, TWC had 10,000 commercial VoIP subscribers.

• 4.65 million VoBB subscribers in France as of end 1Q08. Added 547k subscribers during 1Q08

• 722k VoBB customers outside France. Poland: 164k VoIP subscribers, other European countries 558k

•VoIP represented 61% of the number of ADSL subscribers and IPTV represented 17%

Continue reading "France Telecom 1Q08 VoIP and IPTV Update" »

• 435k IPTV subscribers. Net additions during the quarter: 41k. Number of subscribers increased 10% q-o-q

• “1.3% Local revenue decrease and the 4.4% Domestic Long Distance revenue decrease, mainly due to mobile and VoIP substitution”.

• 4.28m broadband subscribers (including ADSL and FTTB) at the end of the 1Q08. 3.6m ADSL subscribers, 634.5 thousand FTTX subscribers, which is up 97.7 thousand in the quarter.

Added 76k new VoIP subscribers during 1Q08. Total subscribers: 923k

VoIP subscriber base represents 42% penetration into broadband accounts

Netherlands VoIP market: KPN 923k subscribers; Cable 1.14 million subscribers; Others 300k. Total around 2.36 million subscribers

Market growth of VoIP sustained 55-60k per month.

Added 33 million users during 1Q08. Total subscriber base now stands at 309 million registered users worldwide.

$126 million in revenue for the quarter, representing 61% year-over-year growth.

Skype-to-Skype (PC-to-PC) minutes are estimated 14.2 billion and representing 30% year-over-year growth.

Skype Out Minutes (PC-to-Phone) are estimated 1.7 billion and representing 33% year-over-year growth.

Surpassed 500,000 VoIP lines during the quarter.

VoIP lines were up 56k during the quarter to 492k (out of 1.52 million Internet subscribers).

Subscriber numbers include pending installs.

VoIP service margins strengthening.

VoIP footprint grew in the quarter with launches in Moose Jaw, Saskatchewan; Thunder Bay and Sault Ste Marie, both in Ontario; as well as continued expansion of the surrounding areas of Victoria and Vancouver, British Columbia.

The service is now available to approximately 90% of homes passed.

691.6k VoIP subscribers at end 1Q08

55.3k new additions during 1Q08

Customer satisfaction rate with VoIP service is "95% according to Léger Marketing survey carried out in December 2007"