Equinix Revises 3Q, Full-Year Guidance 2.2%

Equinix expects 2010 third quarter and full year revenues will be below the company’s previous outlook, and it expects 2010 third quarter and full year adjusted EBITDA will be above the Company’s previous outlook, both provided on July 28, 2010.

Equinix now expects third quarter revenues to be in the range of $328.0 to $330.0 million, the midpoint of which is 2.2 percent lower than the midpoint of its previous outlook, and total revenues for the full year to be approximately $1,215.0 million, which is 1.2 percent lower than the midpoint of its previous outlook.

This updated guidance is due to underestimated churn assumptions in Equinix’s forecast models in North America, greater than expected discounting to secure longer term contract renewals and lower than expected revenues attributable to the Switch and Data business acquired in April 2010.

http://www.equinix.com/news/press/na/2010/Equinix-Revises-2010-Third-Quarter-and-Fiscal-Year-Guidance/

Internet Traffic up 62% in 2010

Global Internet traffic has grown 62 percent in 2010, after logging 74 percent growth in 2009.

The growth in traffic is coming from non-mature markets likes Eastern Europe and India, where traffic growth between mid-2009 and mid-2010 was in excess of 100 percent, says Telegeography notes.

In the Middle East, traffic rose just under 100 percent. Traffic in mature markets also is growing rapidly. Western European international Internet traffic increased 66 percent, and the U.S. and Canadian international Internet traffic climbed 54 percent.

In some ways, the growth rates are not news. What would be news is if the amount of traffic demand did not grow about 60 percent.

Opera launches Open Mobile Ad Exchange

It has to tell you something about the browser business,at least the mobile segment, when this happens.

http://www.opera.com/press/releases/2010/10/05/

comScore Introduces Mobile-Optimized Tagging for Publishers

http://blog.comscore.com/2010/10/comscore_mobile_optimized_tagging.html

Smartphones Generate Majority of Mobile Browser, App Use

Which somehow comes as no surprise...

http://www.marketingcharts.com/direct/smartphones-generate-majority-of-mobile-browser-app-use-14439/?utm_campaign=rssfeed&utm_source=twitterfeed&utm_medium=twitter

Vodafone gets into mobile payments

A Vodafone partnership with boku gets the carrier into mobile payments.

http://techcrunch.com/2010/10/05/mobile-payments-startup-boku-lands-direct-carrier-deal-with-vodafone-uk/

Ringio "A Bit Surprised" by End User App Demand

No matter how experienced you might be in the broader unified communications, customers still can surprise you, leading to a "why didn't I think of that?" moment. That's what Michael Zirngibl, Ringio co-founder, recently discovered.

Ringio recently found customers asking for, and so built, a calling center function for small businesses operating in several product lines or spaces, but with a single staff. Basically, Ringio sorts inbound calls according to those lines of business, providing screen pops to staff about which business an inbound call is related to.

The other angle is the integration of customer relationship management features with the screen pops, so an organization call agent knows a bit about call history, and what that particular caller might have been asking for help with, on previous calls.

The same sort of feature allows businesses to track leads as well.

"You don't always know what end users want," says Zirngibl.

Video and Social Drive Online Display Advertising's Growth in U.K. | ClickZ

Following a year-over-year decline during the first half of 2009, spending on Internet display advertising grew by 6.3 percent in the U.K. market during the first six months of 2010, according to the Interactive Advertising Bureau U.K.

Overall, online ad spend for the same period grew 10 percent, year-over-year, reaching a total of 1.97 billion ($3.1 billion.)

The report, collated in partnership with PricewaterhouseCoopers, attributed the growth to increased investment in search advertising - which grew 8.9 percent - but also to a rebounding display ad market, which grew by 6.3 percent.

According to the report, spending on pre- and post-roll video advertising drove much of that growth, increasing 82 percent, year-over-year. Meanwhile, advertising on social media sites also contributed to the growth, the IAB said, accounting for 13 percent of all online display ads between January and June.

Video and Social Drive Online Display Advertising's Growth in U.K. | ClickZ

Social Media and Email Best for Organic Lead Conversion

One of the most controversial topics in lead generation and online marketing in general is the best source of traffic for generating leads. After analyzing more than 2.2 million leads generated by its customers, Hubspot says.

Paid traffic and email marketing tended to have the highest conversion rates. Also, social media performed better than both organic SEO traffic and direct navigation.

Social Media and Email Best for Organic Lead Conversion

Consumers Willing to Upgrade, but Slow to Embrace Super-Fast Broadband Access

Consumers are willing to pay a large amount to upgrade their Internet access speeds from slow to fast, but are more reluctant to upgrade from fast to super-fast, according to Gregory Rosston of Stanford University.

That probably would come as no surprise to any service providers offering 50 Gbps or faster service as a commercial offering.

Consumers are as greatly interested in reliability as they are in speed, Rosston said. The research also found that experienced users are much more willing to pay for higher speeds while inexperienced users are willing to pay for basic access.

Additionally, consumers are willing to pay for high-speed access but demand reliability over a super-fast speed connection.

BroadbandBreakfast.com: Consumers Willing to Upgrade, but Slow to Embrace Super-Fast Technology

Are Mobile Ad Campaigns "Communications" or "Media"?

T-Mobile USA and EZ Texting apparently have settled their differences without going to court in a case about whether it is legal for T-Mobile USA to exercise discretion over mobile marketing campaigns.

That is the practical thing to have done, but does prevent an examination of the legal issues here, which will grow more common as common carrier communications and "unregulated" media start to become, at times, parts of a single business.

The issue is more complicated than might first appear. Texting might be considered a "simple" extension of common carrier voice services. Using that logic, T-Mobile USA would not be able to exercise editorial functions.

But the specific way EZ Texting is using SMS makes it an "ad campaign." So the messages clearly are "advertising." The thing about advertising is that publishers do have the right to choose what advertising they will accept or reject, since they operate under First Amendment to the U.S. Constitution rules protecting freedom of speech and press.

T-Mobile USA had been sued by EZ Texting after T-Mobile objected to its “short code” messages about medical marijuana.

In a related sort of way, Apple or Google or Nokia can choose which applications to accept and reject for their mobile app stores, again because even though a "common carrier" facility is used, the app stores are "free speech" zones because content and data applications are being published.

These issues are going to get much more complicated, going forward. Though it makes clear business sense for both parties to settle without a court test, that approach does not help us clarify how the bigger issue of common carrier or media models will apply to new industries and applications that cross the boundaries between communications and media.

T-Mobile Claims Right to Censor Text Messages

Reduced cost (65 percent), scalability (62 percent), and rapid implementation (50 percent) are seen as primary benefits to cloud computing, according to a survey of more than 300 information technology professionals surveyed by PhoneFactor.

Some 87 percent of respondents indicated that they were planning to at least evaluate the use of cloud services.

Click on the image for a larger view.

You can download the full survey results here: http://www.phonefactor.com/two-factor-resources/whitepapers/download-cloud-security-survey.

20% of Video Views Abandoned After 10 secondes; 60% after 2 Minutes

Online videos lose 20 percent of their viewers after just ten seconds, according to data from Visible Measures. About 60 percent are done watching after two minutes.

CHART OF THE DAY: 20% Of Online Video Viewers Give Up After 10 Seconds

Smoothstone on Cloud Computing Business

Verizon Wireless could refund up to $90 million to its customers

Verizon Wireless could pay out up to $90million in refunds to cell phone customers who were improperly charged for inadvertent Web access or data usage over the past several years.

The Federal Communications Commission  had asked Verizon Wireless last year about $1.99-a-megabyte data access fees that appeared on the bills of customers who didn't have data plans but who accidentally initiated data or Web access by pressing a button on their phones.

In a statement on its website Sunday, Verizon Wireless said most of the 15 million customers affected will receive credits of $2 to $6 on their October or November bills. Some will receive larger sums. Customers no longer with the New York-based carrier will get refund checks.

Verizon Wireless could refund up to $90 million to its customers - LA Daily News