When I read these statistics I always compare it to my personal circumstances and my use of similar apps to determine if they are wildly optimistic or realistic.
Im have been a Skype and Whats-app customer for years, I use Whatsapp for messaging only and regularly, and Skype less often for calls, I wouldnt even be a monthly active user of Skype. But I have family overseas so per annum I probably spend $10-15 on Skype and $0 on Whatsapp. So realistically i fall into two categories completely, and many people would be the same.
If 50% of the current Zip users / downloads used the products for calling home in a similar way I used Skype and at cheaper rates, say 50% the cost, or $7.50 per annum. Then the current 3M users could conservatively spend $11.25M. This is assuming 50% of people never spend a cent, and some would definately spend more than $5 per year.
If I recall correctly one of Zip's announcements a year or so ago suggested a spend per user of $4. Thats per user! They had 2.36M monthly users at last count. Thats at least $8M in revenue per annum if that statistic turns out to be correct, and we have been live for only 4 months. By the end of financial year we could be well of 10M users, and $40M revenue.
Its just my thoughts. Im keen to see marketting launched, and spikes in downloads.
Todays price will be pocket change once this takes off.
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