Thursday, January 13, 2011
New Motorola Zoom Tablet
Motorola Zoom tablet, powered by Android.
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.
Will Verizon iPhone Hurt Android Sales?
Will the launch of the Verizon iPhone 4 slow Android's growth? Some will say yes, others no.
Charlie Wolf of Needham and Co., and Shaw Wu of Kaufman Bros. both believe Apple's deal with Verizon will hit Android sales. The notion is that Android phones will suffer because Verizon users bought Androids in the past primarily or largely because the iPhone wasn't available on Verizon. Once it is, they will switch when they can.
Charlie Wolf of Needham and Co., and Shaw Wu of Kaufman Bros. both believe Apple's deal with Verizon will hit Android sales. The notion is that Android phones will suffer because Verizon users bought Androids in the past primarily or largely because the iPhone wasn't available on Verizon. Once it is, they will switch when they can.
The alternate view rests much more on the range of price points Android devices will be available in, at least on a global level. So the answer might well be "both of the above." It is conceivable Verizon will see at least a momentary dip in Android sales as iPhone sales begin. But on a global basis, the Apple deal with Verizon does not affect the overall dynamics of competition between Android and iPhone.
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.
Wednesday, January 12, 2011
300% Increase in Mobile YouTube Viewing in 2010
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.
Mobile Payments $1.13 Trillion in 2014
Global Mobile Payments transactions to rise to $1.13 trillion in 2014, a CAGR of 94.8%
Mobile payments continued its stellar growth in 2009 with the total number of users increasing to 351.4 million
Globally, we are expecting the number of mobile payment users to rise to 1.06 billion in 2014 for a CAGR of 20.5 percent.
On the transaction value side, the gross value of mobile payments transactions was $37.4 billion in 2009. We expect mainstream take-up of mobile payments to happen in the 2011 - 2013 time frame. Our forecast is that in 2014, the gross value of mobile payment transactions will reach $1.13 trillion.
SMS accounted for 76.4 percent of mobile payment transactions in 2009. This is expected to decline to 58.7% in 2014.
Ease of use, ubiquity, and minimal network investments means that SMS will continue to be the transaction technology of choice for mobile operators and users, the report suggests.
Mobile payments continued its stellar growth in 2009 with the total number of users increasing to 351.4 million
Globally, we are expecting the number of mobile payment users to rise to 1.06 billion in 2014 for a CAGR of 20.5 percent.
On the transaction value side, the gross value of mobile payments transactions was $37.4 billion in 2009. We expect mainstream take-up of mobile payments to happen in the 2011 - 2013 time frame. Our forecast is that in 2014, the gross value of mobile payment transactions will reach $1.13 trillion.
SMS accounted for 76.4 percent of mobile payment transactions in 2009. This is expected to decline to 58.7% in 2014.
Ease of use, ubiquity, and minimal network investments means that SMS will continue to be the transaction technology of choice for mobile operators and users, the report suggests.
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.
Jon Stewart on Verizon Getting iPhone
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.
Verizon iPad to follow Verizon iPhone | VentureBeat
Verizon Wireless will offer a version of the iPad which connects directly to its mobile broadband network, presumably the 3G network.
The current Verizon iPad (sold at Verizon since last October) requires a MiFi Mobile Hotspot, an additional device used to connect the device to Verizon’s network. The new iPad will be able to use Verizon's mobile broadband network, not just Wi-Fi connections.
The current Verizon iPad (sold at Verizon since last October) requires a MiFi Mobile Hotspot, an additional device used to connect the device to Verizon’s network. The new iPad will be able to use Verizon's mobile broadband network, not just Wi-Fi connections.
In many ways, that might be a bigger deal, long term, than getting the iPhone.
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.
Personal Hotspot feature coming to all iPhones in iOS 4.3
The personal hotspot feature that debuted on the Verizon iPhone yesterday will, in fact, be making its way to all iPhones in iOS 4.3, Boy Genius Report says.
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.
763 Million Global Broadband Subscribers
The growing popularity of bandwidth-intensive applications, such as watching online video, using IP-based telephony services, and downloading music files, is directly spurring demand for higher-speed Internet connections, pushing the number of global subscribers to 763 million in 2010, says In-Stat.
From 2007 through 2009, there was a continued growth rate of 25 percent in broadband subscribers worldwide,' says Vahid Dejwakh, Industry Analyst.
From 2007 through 2009, there was a continued growth rate of 25 percent in broadband subscribers worldwide,' says Vahid Dejwakh, Industry Analyst.
Though this is expected to slowly decrease to 10 percent by 2014 as the broadband market matures, there are still some substantial gains to be made. The Asia/Pacific region will continue to see very high growth rates, along with Latin America and the Middle East/Africa regions.
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.
Google,Dominates Mobile Search
Google’s mobile search market share dominance is almost complete, according to Royal Pindgom. Google has made an incredible land grab in the mobile sector.
Google’s piece of the mobile search pie is even larger than their already impressive share of the overall search engine market. For Yahoo and Bing, the situation is the opposite. Their mobile efforts are nothing compared to their search engine market share.
If Google firmly believes that mobile is the future (which is the opinion of CEO Eric Schmidt), they are making all the right moves. This is about as close to "world domination" (to use the tech bubble term) as a company can get.
Compare this to the other search engines. None of them have managed to claim even one percent of the mobile search market.
Google’s piece of the mobile search pie is even larger than their already impressive share of the overall search engine market. For Yahoo and Bing, the situation is the opposite. Their mobile efforts are nothing compared to their search engine market share.
If Google firmly believes that mobile is the future (which is the opinion of CEO Eric Schmidt), they are making all the right moves. This is about as close to "world domination" (to use the tech bubble term) as a company can get.
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.
Tuesday, January 11, 2011
Why Verizon’s iPhone spells the end of the golden age for carriers | VentureBeat
Some argue the Verizon iPhone points the way to the carriers’future: They’ll be no more than dumb pipes for smartphones. Agree or disagree, favor or not, there are lots of important implications. A "dumb pipes" business would have to be smaller. Precisely how much smaller is hard to say.
The implications for quality, ability to invest, customer service and other important issues are hard to fathom. But some observers think consumers and businesses would be better served by "dumb pipe" providers. Much would depend on the unstated qualifiers. Does "dumb pipe" presuppose "low margin," "low gross revenue" or "commodity services"?
Or, if you like, consider a different future, where "dumb pipes" also come with the adjectives "high gross revenue, high margin, high profit." Would "dumb pipe" still be so attractive? Or is the real issue something other than whether the pipe is "intelligent" or "transparent?"
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.
How Will AT&T Respond to Verizon iPhone?
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.
Verizon to Sell 3G Apple IPad
Verizon Wireless will sell a version of Apple Inc.’s iPad tablet computer that can connect directly to its 3G network, according to Francis Shammo, Verizon Communications CFO, but the availability of that device is not yet announced.
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.
Verizon iPhone Either 'No Danger' to AT&T or 'Big Trouble'
At this point, nobody knows what impact the Verizon Wireless offering of the Apple iPhone will have on Verizon itself or AT&T. The sanguine view is that there will be some loss of iPhone customers on AT&T's network, but that such defections will not amount to more than 20 percent of the current iPhone base on AT&T. You can decide for yourself whether that is a significant problem or not.
Piper Jaffray analyst Christopher Larsen is among those who say the impact on AT&T will be manageable. For starters, most customers who want iPhones and are customers of AT&T already own them, so the incremental level of demand for AT&T already was somewhat limited. Of course, the argument is that there is a significant level of pent-up demand on the part of Verizon customers, but the iPhone impact there will be mostly about retention and a bit of incremental data services revenue.
But Hudson Square Research analyst Todd Rethemeier thinks the business impact on AT&T could be bigger. In 2010, AT&T had 11.1 million postpaid gross adds, with 8.6 million disconnects, resulting in 2.5 million net adds. About 37 percent of those gross adds, or 4.1 million, were on the iPhone, Rethemeier said.
If one assumes that AT&T loses 50 percent of the iPhone gross adds (AT&T and Verizon split the new iPhone sales evenly), this means that AT&T’s gross adds will drop by about 2.05 million (50 percent of the 4.1 million). That would suggest AT&T’s overall postpaid gross adds dip to nine million (11.1 million less the 2.05 million).
Piper Jaffray analyst Christopher Larsen is among those who say the impact on AT&T will be manageable. For starters, most customers who want iPhones and are customers of AT&T already own them, so the incremental level of demand for AT&T already was somewhat limited. Of course, the argument is that there is a significant level of pent-up demand on the part of Verizon customers, but the iPhone impact there will be mostly about retention and a bit of incremental data services revenue.
But Hudson Square Research analyst Todd Rethemeier thinks the business impact on AT&T could be bigger. In 2010, AT&T had 11.1 million postpaid gross adds, with 8.6 million disconnects, resulting in 2.5 million net adds. About 37 percent of those gross adds, or 4.1 million, were on the iPhone, Rethemeier said.
If one assumes that AT&T loses 50 percent of the iPhone gross adds (AT&T and Verizon split the new iPhone sales evenly), this means that AT&T’s gross adds will drop by about 2.05 million (50 percent of the 4.1 million). That would suggest AT&T’s overall postpaid gross adds dip to nine million (11.1 million less the 2.05 million).
But it is net adds where the pain could come. The important number is the net adds figure. Rethemeier thinks net adds could drop to 400,000, down from 2.5 million. That is a big deal.
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.
Physical Delivery Still Trumps Online Video Delivery
The U.S. home video entertainment market, consisting of the rental and sale of movies and television shows either on physical media or using networks, amounted to $18.5 billion in 2010, Screen Digest’s preliminary forecast indicates. Network-delivered rentals and sales via the Internet and subscription TV systems accounted for $2.3 billion of this revenue, representing 12.2 percent of the total market.
Growth in network sales and rentals was dwarfed by the growth in the sales and rentals of Blue-ray titles. Revenue from all types of network delivery rose by 21.9 percent for the year, while Blue-ray retail sales soared 64.2 percent and rentals boomed by 105.5 percent.
“With consumers continuing to be very cautious in their spending habits, the popularity of the rental model reasserted itself in 2010,” said Tom Adams, principal analyst and director, U.S. Media, for Screen Digest. “This consumer mindset sent Blu-ray rentals soaring and could be seen on the Internet too, where video-on-demand (VOD) rentals jumped 55.7 percent. In contrast electronic sell-through (EST) on networks grew by just 27 percent."
Growth in network sales and rentals was dwarfed by the growth in the sales and rentals of Blue-ray titles. Revenue from all types of network delivery rose by 21.9 percent for the year, while Blue-ray retail sales soared 64.2 percent and rentals boomed by 105.5 percent.
“With consumers continuing to be very cautious in their spending habits, the popularity of the rental model reasserted itself in 2010,” said Tom Adams, principal analyst and director, U.S. Media, for Screen Digest. “This consumer mindset sent Blu-ray rentals soaring and could be seen on the Internet too, where video-on-demand (VOD) rentals jumped 55.7 percent. In contrast electronic sell-through (EST) on networks grew by just 27 percent."
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.
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