"There are no more killer apps," warns The Yankee Group analyst Charles Moon, of mobile operators in the Asia and Pacific region. Short-messaging service (SMS), ringtones and—to a lesser extent—graphics and gaming have made huge contributions to mobile data revenue, he says.
"Yet since their introduction many years ago, nothing else has made a similar impact, despite ten- to twenty-fold improvements in wireless download speeds," says Moon. "All things being equal, data revenue will fail to offset the decline in voice," says Moon. "Our current forecast, based on present business models and current operator strategies, shows overall mobile data revenue growing at a relatively tepid 7% per year from 2006 to 2010."
Moon says mobile operators must embrace all-IP platforms such as mobile WiMAX. Walled garden strategies should be disgarded in favor of more openness to third party developers. Speed isn't the issue. Variety is, he maintains. And operators need to learn how to segment customers better.
Friday, January 26, 2007
Trouble Ahead for Mobile Data ARPU?
Labels:
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)
-
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