Monday, November 23, 2015

Mobile Ecosystem Value and Revenue is Shifting to App Providers

Most of the revenue growth in the U.S. mobile ecosystem arguably is going to application providers, one might argue after reviewing estimates made by Chetan Sharma. Voice service revenue was down between 2013 and 2014. Access revenue (mostly mobile data) grew significantly. But total mobile service provider revenues did not grow as much as app provider revenues.  

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Computing Archiitectures Now are Dependent on WAN Performance, Not LAN

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