In a refreshing move, Verizon Wireless and other wireless carriers seem to be moving away from exclusive reliance on walled garden business models for content. Instead of forcing users to buy from the branded portals, carriers now seem to be edging more in the direction of allowing third party content providers to sell direct.
Verizon has signed agreements with several companies that sell games, ringtones and other mobile content, including VeriSign Inc.'s Jamster, Fox Mobile Entertainment's Mobizzo and Yahoo Inc. Analysts estimate Verizon's slice of revenue is about 30 percent on such deals.
Cingular Wireless has been on the third party route for about two years, and now has 46 percent mobile-content market share, says The Yankee Group.
The Yankee Group estimates U.S. mobile content sales will reach $11 billion by 2010. It isn't yet clear how much will come from video. We probably will be surprised by the ultimate shape of the demand curve, as we were surprised by SMS success.
Thursday, November 30, 2006
More Realism on Walled Gardens
Labels:
apps,
business model,
marketing,
mobile
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Subscribe to:
Post Comments (Atom)
It Will be Hard to Measure AI Impact on Knowledge Worker "Productivity"
There are over 100 million knowledge workers in the United States, and more than 1.25 billion knowledge workers globally, according to one A...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...
No comments:
Post a Comment