InfoneticsResearch analyst Kevin Mitchell says it's hard to say what Skype's true active-user base is, and whether the company will ever make any real money.
InfoneticsResearch released data in October predicting that the number of devices sold on shared data plans will more than double from 2011 to 2012, with tablets more than tripling.
The company regained the second position behind Cisco in the router market, pushing Huawei down to fourth place in Q3 2012, according to a recent market report by InfoneticsResearch.
Diane Myers, a principal analyst with InfoneticsResearch, says Genband had a 15.2% revenue share of the global VOIP equipment market for telecom providers in 2011, trailing just slightly behind closely held Chinese vendor Huawei Technologies Co.
While the enterprise router market will benefit most directly from expanding budgets at large companies, a recent report from InfoneticsResearch suggest that improvement in IT spending is permeating the service provider market (including core and edge routers) as well.