The way I see it, Skype's VOIP challengers are just running out of bullets. No wonder they are depressed and fearful. Skype's free SILK codec licensing and the overall "Skype everywhere" effort is the last straw for at least some of them. Frankly, I'm bored with VOIP's concentration on voice, and (with some exceptions) they're not even winning in that arena. Even PSTN is "dead man walking".
Can someone please challenge Skype!... not with lawsuits and boycotts, but with technology. Before too long there won't be any point to maintaining connectivity with anything but the Skype cloud. I'm a big fan of Skype, but we have to realize that Skype needs not just ecosystem partners but real challengers.