Will Verizon iPhone Sales Change iPhone Demographics?

Irrespective of the ultimate changes in the smartphone and broader U.S. mobile business that might ultimately result from the new Verizon Wireless deal with Apple giving it the right to sell the iPhone, the iPhone user base looks like it will continue to be a choice target for brands looking to advertise.

Though change is likely as the iPhone user base moves from early adopter to mainstream users, the early demographics have been attractive for brands. Up to this point. iPhone users heavily over-index in some of the most attractive advertising segments, including 25 to 34 year olds (index of 175), 18 to 24 year olds (index of 141) and 35 to 44 year olds (index of 129) and are 22 percent more likely than an average mobile subscriber to be male.

Up to this point, iPhone users often also have represented higher income brackets, with 81 percent of users having a household income of at least $50,000 and 47 percent of users reporting a household income of at least $100,000. That demographic pattern, of course, will become less prominent as the iPhone continues to diffuse throughout the general population.

How the Verizon iPhone Announcement Could Influence the Mobile Market (comScore Voices)

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 Next Big Media Battle: Publishers vs. Ad Agencies:

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.

Mobile venture capital investments grow to reach pre-crisis levels

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.

Is Mobile Affecting When We Read?

New Motorola Zoom Tablet

Motorola Zoom tablet, powered by Android.

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.

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.

Analysts weigh in on Android and iPhone • reghardware

300% Increase in Mobile YouTube Viewing in 2010

YouTube now exceeds 200 million views a day on mobile, a 300-percent increase in 2010.

YouTube Blog

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.

3Q.2010 Global Mobile Payment Market Forecast, 2010 - 2014: Global mobile payments users to exceed one billion by 2014 with over $1 trillion in transactions taking place in that year

Jon Stewart on Verizon Getting iPhone

http://www.thedailyshow.com/watch/tue-january-11-2011/verizon-iphone-announcement

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.

In many ways, that might be a bigger deal, long term, than getting the iPhone.

Verizon iPad to follow Verizon iPhone

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.

Confirmed: Personal Hotspot feature coming to all iPhones in iOS 4.3 | BGR | Boy Genius Report

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.

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.

The Need for Speed Pushes Broadband Subscribers to 763 Million in 2010, Says In-Stat

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.

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.

Google, undisputed heavyweight champion of mobile search

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?"

Why Verizon’s iPhone spells the end of the golden age for carriers | VentureBeat

How Will AT&T Respond to Verizon iPhone?