The Blog known as Skype-watch.com, Skype-gadgets.com.: Full eBay Q2 2008 Earnings Call Transcript, some interesting things said about skype here.

21 July 2008

Full eBay Q2 2008 Earnings Call Transcript, some interesting things said about skype here.

Found it here on seekingalpha. Quite objective "boring" numbers, but surely relevant for the shareholders.

"In addition, management may make forward-looking statements relating to our future performance that are based on our current expectations, forecasts, and assumptions and involve risks and uncertainties, including those relating to the company’s ability to grow its businesses, user base and activity. Our actual results may differ materially from those discussed in this call for a variety of reasons, including but not limited to our increasing need to grow revenues from existing users in established markets; an increasingly competitive environment for our businesses; the complexity of managing a growing company with a broad range of businesses; our need to manage regulatory tax, IP and litigation risks, including risks specific to PayPal and the financial industry and risks specific to Skype's technology and to the VOIP industry; "
" Skype also generated strong results, with revenue growth of 51% to $136 million in Q2, its sixth consecutive quarter of profitable growth. User metrics were also quite strong at Skype, with registered users up 54% to $338 million and Skype to Skype and Skype out minutes accelerating for two consecutive quarters."
Now let’s take a look at the operating details from PayPal and Skype. The more time I spend with the PayPal team, the more excited I am about the growth prospects for this business. It is a gem.
Now let me move briefly to Skype, which had another great quarter and continues to be a terrific business. Revenues grew 51% in Q2 and Skype is on track to surpass $500 million in revenue this year, with double-digit profit margins. As importantly, growth in user metrics have accelerated for two consecutive quarters, and Skype offers a killer communications application, with free peer-to-peer video, which is now used for more than 25% of Skype-to-Skype calls. This momentum is remarkable for a company not yet five years old and Josh Silverman and his team are doing a terrific job leading Skype since moving into their roles earlier this year."

Read the rest here.

Good spreadsheet on SJ also (pdf file shareholder reports by Ebay here).

eBay Q2 2008 Earnings Call Transcript

21 July 2008 in Ebay/Skype | Permalink

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Found it here on seekingalpha. Quite objective "boring" numbers, but surely relevant for the shareholders.

"In addition, management may make forward-looking statements relating to our future performance that are based on our current expectations, forecasts, and assumptions and involve risks and uncertainties, including those relating to the company’s ability to grow its businesses, user base and activity. Our actual results may differ materially from those discussed in this call for a variety of reasons, including but not limited to our increasing need to grow revenues from existing users in established markets; an increasingly competitive environment for our businesses; the complexity of managing a growing company with a broad range of businesses; our need to manage regulatory tax, IP and litigation risks, including risks specific to PayPal and the financial industry and risks specific to Skype's technology and to the VOIP industry; "
" Skype also generated strong results, with revenue growth of 51% to $136 million in Q2, its sixth consecutive quarter of profitable growth. User metrics were also quite strong at Skype, with registered users up 54% to $338 million and Skype to Skype and Skype out minutes accelerating for two consecutive quarters."
Now let’s take a look at the operating details from PayPal and Skype. The more time I spend with the PayPal team, the more excited I am about the growth prospects for this business. It is a gem.
Now let me move briefly to Skype, which had another great quarter and continues to be a terrific business. Revenues grew 51% in Q2 and Skype is on track to surpass $500 million in revenue this year, with double-digit profit margins. As importantly, growth in user metrics have accelerated for two consecutive quarters, and Skype offers a killer communications application, with free peer-to-peer video, which is now used for more than 25% of Skype-to-Skype calls. This momentum is remarkable for a company not yet five years old and Josh Silverman and his team are doing a terrific job leading Skype since moving into their roles earlier this year."

Read the rest here.

Good spreadsheet on SJ also (pdf file shareholder reports by Ebay here).

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