The first quarter numbers are out from France Telecom and one of the most revealing statistics is the number of VoIP users that have added service.
The number of "Voice over IP" services customers totalled 2.624 million at 31 March 2007, compared with 1.207 million a year ago. The growth was particularly strong in the first quarter of 2007 with 543,000 new customers, compared to a quarterly average of 313,000 in 2006. The number of "Voice over IP" customers was 41% of the number of ADSL lines at 31 March 2007, from 25% at 31 March 2006 (35% at 31 December 2006).
That trend of people going IP in Europe is nothing to be overlooked. Pan National carriers, an improved competitive climate and a roll it out everywhere approach is very much evident. There are other interesting numbers in the earnings statement that show people adopting high speed data cards and mobile data plans.
In my view these are indicators that there is going to be increased demand for IP communications, but its just a matter of time.