The traditional ad agencies are going to lose because creating great, engaging content is emerging as the key skill in marketing. And they don't have it, some would argue.
Thursday, January 13, 2011
The Next Big Media Battle: Publishers Against Ad Agencies
The media business has been in chaos for a decade, and there's more coming. The next big media revolution will be an escalating and increasingly bitter competition between the content creators -- especially newspaper and magazine publishers -- and their former friends, the traditional ad agencies, which still create and buy most print ads for their clients.
The traditional ad agencies are going to lose because creating great, engaging content is emerging as the key skill in marketing. And they don't have it, some would argue.
The traditional ad agencies are going to lose because creating great, engaging content is emerging as the key skill in marketing. And they don't have it, some would argue.
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 venture capital investments grow to reach pre-crisis levels
Mobile venture capital investment took a sharp turn upwards last year reaching $6.1 billion, almost as much as the 2006 high of $6.4 billion. The mobile industry now accounts for 34 per cent of all the venture capital in tech as CapitalIQ research showed.
The growth is mostly due to a growing average value of deals. It was estimated that there were 416 deals made last year, while in 2009 and 2008 the number of deals stood at 269 and 284, respectively. The biggest deals – of course – came from the carriers and last year they made for a third of all the financings with a total value of $2.3 billion.
The growth is mostly due to a growing average value of deals. It was estimated that there were 416 deals made last year, while in 2009 and 2008 the number of deals stood at 269 and 284, respectively. The biggest deals – of course – came from the carriers and last year they made for a third of all the financings with a total value of $2.3 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.
Do Tablets Affect When We Read?
Tablets might change how some people read, what they read, how much they read or what else they give up to read. Tablets might also change when people read. After analyzing about one million articles saved for later reading by Read It Later, the company suggests that tablets already are shifting the consumption of content, at least on the part of tablet owners.
The data suggests that iPad owners, for example, shift much of their reading away from PCs during work hours and towards "personal prime time" in the evenings.
Looking at the number of articles read each hour by Read It Later users on their computers, a significant amount of content was shifted towards the end of a user’s day (6PM – 9PM).
When a reader is given a choice about how to consume their content, a major shift in behavior occurs. They no longer consume the majority of their content during the day, on their computer. Instead they shift that content to prime time and onto a device better suited for consumption.
That reinforces the notion that iPads and tablets might wind up being used extensively "on the couch" and in the home, rather than as a replacement for a PC on business trips. One also wonders what happens to TV viewing, as reading is relatively more-immersive activity than much music listening, which happens when users are doing something else.
Looking at the number of articles read each hour by Read It Later users on their computers, a significant amount of content was shifted towards the end of a user’s day (6PM – 9PM).
When a reader is given a choice about how to consume their content, a major shift in behavior occurs. They no longer consume the majority of their content during the day, on their computer. Instead they shift that content to prime time and onto a device better suited for consumption.
That reinforces the notion that iPads and tablets might wind up being used extensively "on the couch" and in the home, rather than as a replacement for a PC on business trips. One also wonders what happens to TV viewing, as reading is relatively more-immersive activity than much music listening, which happens when users are doing something else.
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.
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
Labels:
mobile video,
YouTube
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
Labels:
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.
Labels:
Google,
mobile search
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?
Labels:
att,
iPhone,
Verizon Wireless
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.
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