Facebook was very criticised for its acquisition of 'What's App' by many, us included, at such a high price. 22 billion usd for a start up that was generating 10 million in revenue in 2014!!
It didn't seem to make sense. But does it now? Does it ever.
With 700 million monthly users sending 10 billion messages a day, that's impressive enough. What'sApp should have a billion monthly users by year end.
But hey presto, they're now about to launch the idea that makes complete sense of it all - voice calling.
Over Windows Phone and IOS it's already in testing over mobile (unlike say Skype or Viber). Now that is going to disrupt telcos despite that carriers may benefit from the revenue to provide data to What's App - it'll never have the voice call margins.
So this is now becoming a new type of voice carrier and moving quickly. It means it should have a huge customer take up.
Brilliant, brilliant idea to sell voice into the What's App customer base. Brilliant acquisition therefore by Facebook.
We never doubted it.
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