Tuesday, January 25, 2011

Apple Plans Service That Lets IPhone Users Pay With Handsets - Bloomberg

Apple plans to introduce services that would let customers use its iPhone and iPad computer to make purchases, said Richard Doherty, director of consulting firm Envisioneering Group.

Doherty said both products are likely to be introduced this year, he said, citing engineers who are working on hardware for the Apple project.

Monday, January 24, 2011

IPad changes "everything"

http://techcrunch.com/2011/01/24/zuckerberg-doerr-and-more-on-how-the-ipad-has-changed-everything-tctv/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+Techcrunch+%28TechCrunch%29

Does social media work for enterprises?

http://techcrunch.com/2011/01/24/jives-tony-zingale-makes-a-case-for-social-enterprise-with-actual-numbers-tctv/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+Techcrunch+%28TechCrunch%29

Nook subscriber numbers

http://www.google.com/reader/i/?source=mog&gl=us

What CEO Larry Page Will Be Up Against at Google

Most executives would be happy to have Google's problems, namely market dominance, revenue size and growth, and ability to enter just about any market it believes it must be in. Some will question Google's track record, but its mobile initiatives are obviously having an impact.

But llooking ahead, Larry Page, who will return to the CEO post he once held, faces numerous challenges, from reinstilling some kind of entrepreneurial culture at a bureaucracy of 24,000 employees, to coping with a threatening group of newcomers such as Facebook, Twitter and Groupon, to tapping the bigger reservoir of brand dollars still spent largely on TV.

Vendor Lock-in Issues for Infrastructure or Platform "As a Service"

It's an understandable concern enterprises may have about "infrastructure as a service" compared to "platform as a service." It is one thing to rent storage or compute cycles, another thing to rent the "middleware" elements as well.

Amazon'es "Elastic Beanstalk" is an example of the platform approach, and includes handling of deployment details of capacity provisioning, load balancing, auto-scaling, and application health monitoring.

At the same time, with Elastic Beanstalk, you retain full control over the AWS resources powering your application and can access the underlying resources at any time.

Elastic Beanstalk leverages Amazon Web Serves applications and features such as Amazon EC2, Amazon S3, Amazon Simple Notification Service, Elastic Load Balancing, and Auto-Scaling to deliver the same highly reliable, scalable, and cost-effective infrastructure that hundreds of thousands of businesses depend on today.

Small businesses that are not specifically app developers and providers, on the other hand, will not have such concerns, in most cases. To some extent, they will buy turned-up services supplied by firms that already have had to make those decisions.

Twitter Ad Revenue May Reach $150 Million This Year

Twitter will triple its advertising revenue to $150 million in 2011, and it might reach $250 million in revenue next year, research firm eMarketer predicts. That isn't an overwhelming number, but some will note that Facebook booked about that much when it first started its own advertising support efforts.

Twitter has so far managed to attract big advertisers such as American Express, Coca Cola, Nissan, HP and Starbucks, and companies such as Dell have proved they can promote their products well using Twitter even before it launched its promoted tweets program.

While "advertising" is not the magical answer for any application provider's revenue model, it has become key for the largest of consumer sites, and there's no doubt Twitter is among the larger sites.

Sunday, January 23, 2011

T-Mobile USA Plays on Old "Mac PC" Ads

Nice ad, since everybody knows the "Mac and PC" series.

Mobile Advertising Could Have a Big Year in 2011

Mobile marketing is finally catching on as a viable marketing and advertising platform, and will be the fastest growing of digital formats in 2011, according to a survey conducted by Deutsche Bank.

In addition to mobile, the fastest-growing online advertising categories in 2011 will be social media and online video, all of which are believed to be gaining share of wallet within online marketing budgets.

Classic display appears to be the most vulnerable to this shift. In fact, half of the respondents think display is losing share, and only 20 percent consider it is gaining share.

“It finally feels like the tipping point for mobile is here,” Deutsche Bank says in its report. “According to our media buyers, mobile will represent roughly five percent to seven percent of online budgets in 2011. That would imply spending of about $1 billion to $1.5 billion in the U.S. market, assuming total online spending of $28 billion.

Bad News for Big Media

Jim Breyer, venture capitalist at Accel Partner says “75 percent of new Internet company value in next 10 years will be created outside U.S.."

Also, he predicts that “80 percent to 90 percent of big media companies are dying a slow death.” For that reason, he as a venture capitalist "absolutely no way" would be investing in any new companies doing TV, newspapers, or magazines.”

SMS and Email Marketing: Complementary Rather than Substitutes

Mobile Marketing Infographics: Mobile Marketing Via SMS Compared To Email, Facebook And Twitter
There is some truth to the notion that text messaging campaigns are substitutes for email campaigns. There also is some truth to the notion that they are complementary.

The "personal" nature of text messaging and the high need for user opt in are key reasons why the channels mostly appeal to different types of retailer relationships. Text messages require some sort of pre-existing relationship. Perhaps email messages are supposed to require opt in as well, but frequently permission is more tacit than formally acknowledged.

A user that has opted in to receive SMS messages presumably already has significant interest in a particular product or retailer. Email messages can cover a wider range of consumers.

Mobile Video Consumption Up 47%

While the number of people watching videos on their mobile phones remains relatively small compared to TV, they are increasingly using the devices to that end. On a year-to-year basis, the number of people watching mobile video increased more than 43 percent, while the amount of time spent doing so was up almost seven percent, according to Nielsen.

 read more here

Overall Usage Number of Users 13+ (in 000s) – Monthly Reach
Q2 2010Q1 2010Q2 2009% Diff Yr to Yr
Using a Mobile Phone ^229,375229,495220,527+3.99%
Mobile Subscribers Watching Video on a Mobile Phone ^21,95720,28415,267+43.82%
Source: The Nielsen Company
As of Q2 2010, 22 million people watched video on a mobile device

Web-based Email Shows Signs of Decline

In November 2010, the number of U.S. visitors to web-based email sites declined six percent compared to the previous year, while the number of users accessing email using their mobile devices grew by 36 percent, comScore reports.g

“From PCs to mobile devices, whether its email, social media, IM or texting, consumers have many ways to communicate and can do so at any time and in any place," says Mark Donovan, comScore senior vice president of mobile.

The decline in web-based email is a byproduct of these shifting dynamics and the increasing availability of on-demand communication options.

The broad conclusion might be that people are using email less, but when they do so, it is likely to be on a mobile device. That isn't likely to matter much for person-to-person or person-to-multiple-person messaging. But it will be significant for email marketers, who no longer can assume their messages are received on a larger-screen PC, with ability to display images natively, for example.

Google Management Shake-up: Good for Google?

Both Google and Apple now face scrutiny over management issues at each company.

Apple iPhone: 2 better than 1

Apple says "Two is better than one." Better for Apple; better for consumers; better for all the suppliers of iPhone components; better for mobile app providers working in the Apple ecosystem; arguably better for Verizon Wireless; not good for AT&T; still bad for Sprint and T-Mobile USA.

That sort of illustrates the conundrum mobile service providers now face, and that fixed-line providers have faced for some time, notably that value in both ecosystems has shifted in the direction of devices and apps.

That isn't to say "access" lacks definite value. Spending time someplace with no broadband access, or with poor access, will quickly illustrate the point. Of course, contestants in the apps and devices parts of the ecosystem would say they face significant competitive pressure as well.

But the fact remains: people might "love" their apps and devices. They rarely have any emotional attachment to their "access." Of course, it is much harder to develop a true brand preference for an intangible product, compared to something tangible such as a device or a favored application.

From Apple's point of view, two is better than one. But the ad indirectly points out yet again where value is shifting in the communications business.

How do Computing Products Sold Close to Marginal Cost Recover Capital Investment?

Marginal cost pricing has been a common theme for many computing industry products. The concept is that retail pricing is set in relation t...