Thursday, December 16, 2010
Few U.S. Consumers Buy 25-Mbps Services
It appears there is almost no U.S. consumer buying of the highest-speed broadband access services, according to Federal Communications Commission data.
Of services offering 25 Mbps or more bandwidth, business buyers register something on the order of two percent of total broadband subscriptions.
Consumer take rates are low enough not to register on the graph. One might argue that take rates for the higher tiers among consumers are so low only because the 25 Mbps services are not available in most markets. That's true. See http://ipcarrier.blogspot.com/2010/12/us-broadband-access-not-as-bad-as-some.html.
But even where such services are available, take rates remain quite low. Low enough, in fact, that U.S,. service providers never disclose the numbers.
Of services offering 25 Mbps or more bandwidth, business buyers register something on the order of two percent of total broadband subscriptions.
Consumer take rates are low enough not to register on the graph. One might argue that take rates for the higher tiers among consumers are so low only because the 25 Mbps services are not available in most markets. That's true. See http://ipcarrier.blogspot.com/2010/12/us-broadband-access-not-as-bad-as-some.html.
But even where such services are available, take rates remain quite low. Low enough, in fact, that U.S,. service providers never disclose the numbers.
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.
Enterprise Social Software Revenue to Surpass $769 Million in 2011
Enterprises are getting more "social," so global enterprise social software revenue is on pace to total $664.4 million in 2010, a 14.9 percent increase from 2009 revenue of $578.2 million, according to Gartner researchers. That's not a huge amount of spending on a global basis, but does indicate changing enterprise requirements.
Enterprise social software enables participation through formal and informal interactions. Technologies include blogs, communities, discussion forums, expertise location, feeds and syndication, social bookmarks, wikis, and integrated platforms/suites.
The market is poised for continued growth in 2011 when revenue is forecast to reach $769.2 million, up 15.7 percent from 2010.
Enterprise social software enables participation through formal and informal interactions. Technologies include blogs, communities, discussion forums, expertise location, feeds and syndication, social bookmarks, wikis, and integrated platforms/suites.
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, December 15, 2010
Smartphones Will Replace Your Wallet, in Some Cases
Samsung’s Nexus S, the first NFC-enabled Android phone, will be on sale at Best Buy starting December 16; Nokia has announced that all of its Smartphones starting in 2011 will support NFC; and Apple recently hired an NFC expert.
Jeff Miles, the director of mobile transactions worldwide at NXP Semiconductors, which co-invented NFC with Sony in 2002, says he expects more than 70 million NFC-capable handsets to be manufactured in 2011.
“As far as what will happen with it, who owns the keys and all of that, none of that has really been determined,” Miles says.
“As far as what will happen with it, who owns the keys and all of that, none of that has really been determined,” Miles says.
Technology does not automatically create habits and markets, of course, but we are about to see what can be done with transaction-enabled smartphones.
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.
Browsing for a cause: like this
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.
JiWire Launches Location-Based Mobile Ad Platform
JiWire, a leading location-based mobile media company, has launched Compass, a new location-based advertising platform that provides mobile app and public Wi-Fi users with interactive location-related ads.
Until now, location-based advertising has largely been limited to companies with physical venues, such as retailers and restaurants.
Compass unlocks location for all companies by providing product availability and real time in-stock information, directing consumers to any place where a brand's products are sold.
Location-marketing pioneers Clinique, Groupon, HP and Ritz & Wolf Camera & Image have all signed on as launch partners for the new platform.
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.
CES 2011: low expectations?
Tablets and smartphones. But no surprises.
http://www.crunchgear.com/2010/12/15/ces-2011-let-the-boredom-begin/
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.
Twitter’s U.S. Growth Is Stallingy
That might not be a problem. Facebook had slowing growth at one point, as well.
http://seekingalpha.com/article/242000-twitters-u-s-growth-is-stalling?source=feed
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.
Apple Will Sell 9 Million Verizon iPhones Next Year, maybe more
Surveys suggest pent-up demand exists.
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.
Smartphone Browser Landscape
A nice review of smartphone browsers
http://m.alistapart.com/articles/smartphone-browser-landscape/
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.
$1.4 billion in Business Smartp[hone Subsidies
According to In-Stat, U.S. businesses will spend close to $27 billion on wireless data this year.
To help make sure they do, mobile operators will subsidize about $1.7 billion of costs, including smartphone subsidies of $1.4 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.
Don't Dismiss Netflix
Why Venrock thinks Netflix is not going to falter in its push to remain relevant in video business.
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.
Smartphones and 3 Screens
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, December 14, 2010
How Big is European Demand for Fiber-Based Access Services?
European consumers value reasonable prices and high bandwidth access services. The issue is that they seem to value affordable prices more than they do higher speeds.
At least that is the conclusion one might draw from a new survey of 13,764 European online users.
When asked about the most-important considerations when choosing a new Internet service provider, 87 percent indicated "price" was important.
(click on image for a larger view)
About 62 percent said the speed of the connection was important. Most other issues, ranging from technical support, installation fees and type of connection were cited by 31 percent to 35 percent of respondents.conducted by Forrester Research.
Telco fiber services might lag the headline speeds offered by cable. Ian Fogg, Forrester Research analyst, suggests that where cable might offer 100 Mbps, telcos might offer 40 Mbps to 60 Mbps.
The issue is whether the "speed gap" will matter much. One would think it would. But in other markets where very-fast services are available, at higher prices, consumers do not seem to be buying them in large numbers. "Fast enough at a lower price" seems to be the winning formula.
At least that is the conclusion one might draw from a new survey of 13,764 European online users.
When asked about the most-important considerations when choosing a new Internet service provider, 87 percent indicated "price" was important.
(click on image for a larger view)
About 62 percent said the speed of the connection was important. Most other issues, ranging from technical support, installation fees and type of connection were cited by 31 percent to 35 percent of respondents.conducted by Forrester Research.
Telco fiber services might lag the headline speeds offered by cable. Ian Fogg, Forrester Research analyst, suggests that where cable might offer 100 Mbps, telcos might offer 40 Mbps to 60 Mbps.
The issue is whether the "speed gap" will matter much. One would think it would. But in other markets where very-fast services are available, at higher prices, consumers do not seem to be buying them in large numbers. "Fast enough at a lower price" seems to be the winning formula.
Labels:
100 Mbps,
broadband,
Forrester Research
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.
Nook Color will get Froyo update, become a "real tablet"
Barnes & Noble plans to introduce an Android-powered color e-reader, the Nook Color. The device will have an seven-inch screen, as did the earlier device running Android 2.1.
The Android 2.2 update for the device which should give users access to the Android Marketplace as well as a more typical home screen, potentially making it one of the cheapest Android tablets on the market.
If the device retails for about $250, it would undercut pricing of somewhat similar devices such as the Samsung Galaxy Tab.
If you had any doubt that parts of the e-reader market would overlap with the tablet PC market, this move should eliminate those doubts.
Labels:
Android 2.2,
Nook,
Samsung Galaxy,
tablet
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.
Comcast Tests New Service That Combines Internet, TV
Comcast Corp. is testing a new service that combines linear television and some Internet content. The new set-top device combines digital video recorder functions with the ability to watch some web-delivered video and search for programs.
(click on image for larger view)
But it isn't just the ability to protect themselves from Netflix, Apple TV and other competitors. Typical cable set-top boxes are a bit underpowered in terms of supporting elegant user interfaces.
Edward Rogers, deputy chairman and controlling shareholder of Rogers Communications also pointed out that set-top evolution in the cable industry has not kept pace with other developments in consumer electronics. "We realize that the evolution of these boxes has been a little slower than what we need," Rogers said.
(click on image for larger view)
But it isn't just the ability to protect themselves from Netflix, Apple TV and other competitors. Typical cable set-top boxes are a bit underpowered in terms of supporting elegant user interfaces.
Time Warner Cable CEO Glenn Britt admits that over-the-top services have better user interfaces.
"I would not sit up here and say our user interface is really good," Britt said recently. "It's not as good as theirs."
Edward Rogers, deputy chairman and controlling shareholder of Rogers Communications also pointed out that set-top evolution in the cable industry has not kept pace with other developments in consumer electronics. "We realize that the evolution of these boxes has been a little slower than what we need," Rogers said.
Comcast Tests New Service That Combines Internet, TV - WSJ.com (subscription required)
Labels:
comcast,
Netflix,
online video
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:
Posts (Atom)
AI Value Will Not be Captured by Firm or GDP Statistics
For all the legitimate worries expressed about firm-level artificial intelligence revenue magnitude, compared to capital investments, firm-l...
-
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...
-
Financial analysts typically express concern when any firm’s customer base is too concentrated. Consider that, In 2024, CoreWeave’s top two ...



