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Vonage Read it again. Wasn't it the E911 recovery fee that generated the increase? That
Read it again. Wasn't it the E911 recovery fee that generated the increase? That goes into Vonage's pocket.
I believe that they also said the new USF was offset by the removal of the FET. My point was that the $/line was well above the $14.99 baseline, I am really unconcerned about the increase in that number, but encouraged that it did not decrease despite promotions.
These costs are not out of line with wireless customer acquisition costs. Three years ago leap wiress was spending $450, in January they and T-Mobile were reporting costs around $150.
It is not quite true that you are not "locked-in" with Vonage. There is an early termination fee that is on par with the mobile early out provisions. In addition the hardware costs for new mobile subscribers are higher and in order to retain customers mobile carriers are subsidizing new hardware ever 1 or two years. Vonage is not currently doing that.
non-linear increases in network value (please see my post on Metcalfe's law).
Actually if you look at the sidebar to the article it talks about how the n log(n) formula actually better models interconnected networks and shows how the smaller network gets more benefit from being connected to the larger network.
Again, I am not convinced about this whole price squeezing thing. You yourself are not forecasting it to occur in this quarter, exactly when do you think it will occur and what do you see as the price point?
The biggest cable company threat remains Comcast, but they have higher up front expense, higher customer support expense, recurring expenses (batteries in their CPE), and they are bleeding customers to Verizon for their mainline business and have probably dropped their price as low as they will go for the near future.
VoiceWing is Verizon's product. Verizon is walking a tightrope between trying to hold on to POTS customers leaving for Voip and CLEC carriers and squeezing every last drop or revenue out of their current network to pay for the FIOS deployment. Although FIOS Internet Service and VoiceWing would be a good fit you never see them advertised together. Verizon is desperately trying to keep customers on higher priced POTS plans.
Skype does not concern me yet. When eBay decides to a) market Skype and b) give away adapters so that you don't need to use your computer, then I will consider Skype as a threat to Vonage's main line business. Skype will suffer tremendously trying to compete with Vonage as it will face serious regulation issues that it currently avoids by being a computer based service.
Read The Full Thread: Big Time: Right on the Money
• My predictionsposted here before earnings:
Churn rate rises from 2.11%
• And one line spoils your whole post.
Picture a graph against time with a line
• I already have made projections, see my older posts on Vonage's cash crunch and
• I don't think competition in the VoIP market is going to heat up next year because
• Revenue is not generally compared quarter to quarter; rather, to the same quarter
• Both fees increased revenue, and only some of it went to VG. Anyway this is a dead
• Normally yes, but for rapidly growing companies q/q is more informative.
Doesn't
scerruti posted "Read it again. Wasn't it the E911 recovery fee that generated the increase? That" on 08/02/2006 |
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