7 thoughts on “The Real Truth About VoIP Sales”

  1. Om, what is the definition of business “hosted” IP services. Is this IP Centrex, such as a S.P. hosting centrex features off their centralized softswitch?

    Do you see a market in IP/VoIP trunking, where a business gets their own IP PBX and they just need a S.P. to terminate their LD and VOIP calls?

  2. The trend has been away from hosted IP Centrex to IP/VoIP trunking. Look at Covad and Level 3.

    I Cbeyond is a good example of IP trunking service.

    From what I have seen, most analyst firms lump IP trunking and IP Centrex into the common category of hosted IP services.

  3. What I want to know is how they can forecast service revenue? Aren’t both MOUs and cost per MOU things highly subject to change? Does anyone beleive in such studies other than those trying to get money for their VoIP compnay?

  4. i guess, that’s one way of looking at it…. but i think this is all quite based on best case guess scenario and well we can’t take it that seriously, except as an indicator of general direction of the market place

  5. For what it’s worth, it would look to me that Xten is doing better than your poposed average as just a softphone builder. Xten builds softphones and SDKs, they have 35 people and by the looks of their financials should be cash-flow positive this quarter [approx $4M for the year] which just ended. FYI, they just signed Yahoo!, also in their financials.

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