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Just a quick thought on what Paul Kapustka suggested in his last post about Skype numbers:

Are Skype’s plans to push users into higher-revenue calling plans starting to take hold? That might be one explanation for a surge in revenue during the past quarter, from $66 million in Q4 2006 to $79 million in the first quarter of 2007, while total minutes of both Skype-to-Skype and Skype-out usage stayed flat.

A quick comment: if X users buy a Skype plan in 1Q 2007, how does Skype account that revenues? If in January, they can take them entirely. If in February, they should account only 11/12 of them and so on. So I presume that the next quarter revenues will not grow that much (if that growth is due to the new Skype plans, as Paul asks to himself).

In addition, they continue to declare registered users. A few weeks ago I’ve registered another account to Skype. Different skypename, different password. Am I counted twice? I presume so.

I look forward for a detailed breakdown of revenues.

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