• 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"