Cybertelecom Federal Internet Law & Policy An Educational Project

Statistics: VoIP

VoIP Subscribers x1000

	2000	2001	2002	2003	2004	2005	2006	2007	2008	2009
CableVision					115
Charter					31
Skype					9,500*
Vonage				70,000	400,000
AT&T CallAdvantage
TWCIS
Total US	Subs
Verizon %HH				0%	2%	5%	11%	18%	20%
VT				100 HH				4,000 HH
Pew				150	1,000	6,000
ML				2785	4131	7850	12,100	15,600	18,400
Clickz					400 HH					12,100 HH
Misc					1,000				17,500 HH

HH = Household

VoIP Revenue

	2000	2001	2002	2003	2004	2005	2006	2007	2008	2009
Net2Phone		150.2	137.9	91.8
Vonage

• VoIP Ranking by Subscriber: 3Q06, ISP Planet (Dec. 2006)
  
• Cable Telephony Tops 13 Million Subscribers - And a good chunk of those are baby bell customers., dslreports 3/7/2008
• VoIP subscriber base grows 21% in second quarter -- report, America's Network 8/11/2006
• Consumer VoIP: A Fierce battle in a Larger War, eMarketer

• The Yankee Group Expects the Consumer Local VoIP Industry to Grow More Than 100 Times Its 2003 Size (Aug 2004) ("close to 1 million subscribers by year-end 2004, and serve 17.5 million U.S. households by year-end 2008, growing from 131,000 at year-end 2003)
• HBF System-9 Zoo Markets Slide 11 PDF (citing "Verizon Analysis" - Percent of HouseHolds using VoIP as primary line service)
• VoIP To Hit 12.1 Million US Households By 2009, Clickz 10/8/2004 (citing Jupiter Research)
• Study: VoIP to proliferate in U.S. households, CNET 10/8/2004
• ISP Planet, US VoIP Ranking by Subscriber Oct 18, 2004
• Press Release Cablevision Systems Corporation Reports Second Quarter 2004 Results (115,050 Optimum Voice)
• Vonage Fast Facts (400,000 lines at the end of 2004)
• Press Release: Skype Celebrates 1 Year Anniversary Aug 29, 2004 (*worldwide subscribers)
• Net2Phone Annual Report p. 1 (2003)
• Say Hello To The Next Phone War: The Kazaa Boys Are At It Again, Time, Dec 2003
• The Internet Is Calling Web Phone Service Is Exploding. And Maverick Jeffrey Citron Lit The Industry's Fuse, Time August 2004
• The growth marks a meteoric rise for the emerging technology which, at the end of 2003, had a base of almost zero. Some 400,000 households will use VoIP by the end of this year. Usage is forecast to balloon to 12.1 million by 2009. VoIP To Hit 12.1 Million US Households By 2009 Clickz Oct 7 2004
• "One source places the number of U.S. households making Internet calls with standard phones at 100,000 in 2003, and estimates growth to 4 million households by 2007.[14] [14] USA Today (Paul Davison), Calling via Internet has suddenly arrived. July 6, 2003." - Vermont Telecommunications Plan, Sept 2004 p. 1-6

• 27% of Online Americans Have Heard of VoIP Telephone Service, Pew Internet (June 2004)
• 27% of Internet users (or 34 m users) in the United States - or 17% of all Americans - have heard of VoIP telephone service. 13% have considered purchasing the service for home use.
• 11% of US Internet users (14 m users) have at one time [knowingly] made a phone call over the Internet.
• 150,000 US Subscribers 2003 - citing Gartner (projecting 1 m subs by 2004 year end, 6 m subs by 2005 year end)
• Merrill Lynch, Everything Over IP p. 20 (March 12, 2004)
• Estimated US VoIP Subscribers in thousands:  2003 - 2785; 2004 - 4131; 2005 - 7850; 2006 - 12,100; 2007 - 15,600; 2008 - 18,400.
• Wireline Direct Dial (inter and intralata) Long Distance displacement MOU (in billions)
• 2001:  0.2;  2002:  0.3;  2003:  0.3;  2004: 0.3;  2005:   0.4;  2006:  0.5.
• Source:  Yankee Group: Is Voice Going Silent     Residential Market Outlook March 2002 (as shown by Verizon)

• ITU ICT Free Statistics
• NGC21 Marketing Statistics
• US Census Annual Survey of Communication Services
• eMarketer VoIP Spending and Trends

• How many residential VoIP 911 Calls can we expect in the coming years? Based on projections using data available today, Intrado estimates that by 2006 VoIP will account for less than two percent of all residential 9-1-1 calls, as shown in the table below.

Year	Projected Residential VoIP 911 Calls Nationwide	Residential VoIP Calls as % of all residential 911 calls
2004	370,000	<1%
2005	1.6 million	<1%
2006	3.5 million	<2%

Source: VON Coalition, Answering the Call for 911 Emergency Services in an Internet World, p. 10 (Jan. 2005) (citing Intrado).

• Percentage of Dial Up Subs using Tech to displace Long Distance
• VoIP:  8%;      IM:  50%;   Email:  92%
• Percentage of LD Minutes Displaced:  Email:  36%;  VoIP:  13%;  IM:  25%.
• Source:   JD Power and Associates 2002 Syndicated Residential and Internet Customers Satisfaction Study August 2002 as shown by Verizon.
• Future Of PC Telephony Bright - Study  Newsbytes Jan 2001
• VocalTec head says VoIP adoption coming slowly to U.S., NWFusion 12/2/02
• VoIP adoption coming slowly to U.S., NWFusion 11/25/02

International

	1997	1998	1999	2000	2001	2002	2003	2004	2005	2006	2007	2008	2009
Minutes Millions
Telegeography		150	1655	5954	10,147	18,045	24,519
Percent Traffic
TeleGeography	0%	0.2%	1.5%	4.3%	6.5%	10.4%	12.8%

• "As of December 2000, IP telephony networks - based on data packet switching as opposed to traditional circuit switching - accounted for an estimated 1.6 billion minutes of traffic per month."  - IP Telephony to have a dramatic impact on Asian Voice, Data Markets OnTheInternet June 2001
• TeleGeography
  • Growth of IP Telephony Traffic
    • Percentage of international outgoing traffic
    • 1997: 0%; 1998: 0.2%; 1999: 1.6%;  2000: 3.2%;  2001: 5.5%
    • Source: GIPI slides citing ITU Internet Reports adapted from TeleGeography Inc.
  • International VoIP and PSTN Traffic Summary, 1997-2002 TeleGeography
• TeleGeography 2004
  • VoIP international traffic 2002 18.7 B minutes  80% increase.  10.8% of International traffic which was 18,760.4 mil minutes.  Pages 12, 26, 29
  • VoIP international traffic 1997 less than 10 mil minutes. Page 31.
    • Project 24 Bil minutes in 2003.
  • 2002 Voip International termination:  Page 30.
    • US Canada: 10%
    • Africa: 4%
    • Middle East: 2%
    • Latin America: 30%
    • Asia: 29%
    • Europe: 24%

Cable Telephony Subscribers United States (x1000)

	2000	2001	2002	2003	2004	2005	2006	2007	2008
InStat		1,745	2,430	3,185	4,260	5,475	7,890
ML	850	1,500	2,500
Kagan				2,800	3,500	5,300	9,300	13,700	17,100
VoIP Over Cable
Kagan				1	228	1,950

• Cable VoIP Use Soars, Internet news 2/1/2005
• VoIP Cable Service Poised for Strong Year in 2005, Comm Daily Dec. 10, 2004 (citing Kagan Report "The VoIP subscriber base grew to 228,000 in the 3rd quarter, up from 141,8000 in the 2nd quarter and 1,000 at the end of last year...")
• In-State/MDR (Sept 2002) (Subs in North America) as cited in Net2Phone Annual Report p. 3 2003
• US Residential Cable Telephone Subscribers (000) (not necessarily VoIP)  Source:  Merrill Lynch, Cable Television: The Challenge from VoIP in the Residential Phone Market  June 25, 2003
  • 1Q00: 180
  • 2Q00: 430
  • 3Q00: 570
  • 4Q00: 850
  • 1Q01: 1,100
  • 2Q01: 1,300
  • 3Q01: 1,450
  • 4Q01: 1,500
  • 1Q02: 1910
  • 2Q02: 2100
  • 3Q02: 2300
  • 4Q02: 2500
  • 1Q03: 2600
• Cable Phone Subscribers 2003

Comcast	1,367
Cox	839
Insight	42
Charter	26
Cablevision	12
Total	2,286

In thousands, as of June 30, 2003 Source: Company reports and UBS estimates - Vermont Telecommunications Plan, Sept 2004 p. 1-18.

• Cable Telelphony Subscriber Growth: Kagan Research 2004

	2003	2004	2005	2006	2007	2008
Circuit Switched Subs	2.8	3.1	3.4	3.7	3.8	3.8
VoIP Subs		0.4	1.9	5.6	9.8	13.3
Total Subs	2.8	3.5	5.3	9.3	13.7	17.1

• BellSouth hangs up DSL phone service, By  Ben Charny, CNET News.com January 31, 2003, 11:46 AM PT
• 2001:  2.93 m cable telephony subscribers 2.5 million had been predicted
• 2002: predicted 5.2 million subscribers
Cable Telephony Users Up (8m worldwide) ISP Planet 10/21/02