Goldman Sachs analysts Simona Jankowski and Thomas Lee now predict there will be 15 percent compounded annual growth in revenue in smart phones over the next five years as a result of “more affordable smart phone devices and focus by handset vendors following iPhone.”
That will result in increased email, Web and other data uses, leading to a ballooning of telecom services revenue, from $19 billion last year to $70 billion in 2012.
Tuesday, June 10, 2008
iPhone, Other Devices Will Drive Data Revenue to $70 Billion
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
Subscribe to:
Post Comments (Atom)
Indirect Monetization of Language Models is Likely
Monetization of most language models might ultimately come down to the ability to earn revenues indirectly, as AI is used to add useful fe...
-
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