If Amazon could add five million paying Prime members this year, they would generate nearly a billion dollars in revenue from about 10 million Prime members. There's your revenue stream.
Wednesday, February 23, 2011
Amazon's Prime Streaming Will Disrupt Netflix
Analysts tend to agree that Amazon has about 10 million "Prime" members. Of those, it is estimated that 60 percent are paying members. If that's true, Amazon brings in $474M a year in revenue from Prime subscriptions, says Dan Rayburn.
If Amazon could add five million paying Prime members this year, they would generate nearly a billion dollars in revenue from about 10 million Prime members. There's your revenue stream.
If Amazon could add five million paying Prime members this year, they would generate nearly a billion dollars in revenue from about 10 million Prime members. There's your revenue stream.
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 Phones and Your Brain
A good reason to use speakerphone when you can, perhaps.
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.
Amazon Gets into Video Streaming
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.
Data Warehousing at Inflection Point?
This year, 2011, might be an inflection point for data warehousing, according to Gartner.
"In 2011, we are seeing data warehouse platforms evolve from an information store supporting traditional business intelligence (BI) platforms to a broader analytics infrastructure supporting operational analytics, corporate performance management and other new applications and uses, such as operational BI and performance management," said Donald Feinberg, vice president and distinguished analyst at Gartner.
"In 2011, we are seeing data warehouse platforms evolve from an information store supporting traditional business intelligence (BI) platforms to a broader analytics infrastructure supporting operational analytics, corporate performance management and other new applications and uses, such as operational BI and performance management," said Donald Feinberg, vice president and distinguished analyst at Gartner.
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 Cuts Minimum iAd Price
Apple's iAd platfrom started out with a $1 million minimum advertiser commitment. Now iAd campaigns can be bought for $500,000. One can argue the move makes iAd available to smaller advertisers or campaigns. One might also argue that the move suggests some resistance to the original prices.
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 Banking Gets Investment
Hannes van Rensburg, the CEO of Fundamo, a South African firm that has built 50 mobile payment systems for operators in Uganda, Pakistan and others, says margins on mobile payment projects are much more attractive in emerging markets.
"In the U.S. and Europe, you have to compete with the established credit card system, which is already very efficient," he said. "There is more money to be made in emerging economies."
"In the U.S. and Europe, you have to compete with the established credit card system, which is already very efficient," he said. "There is more money to be made in emerging economies."
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.
Android's Indirect Business Model
In just one year, Android's share of the smartphone operating system market rocketed to 30 percent from five percent in late 2009. But the whole business model is indirect, as Google gives away Android for use by mobile handset suppliers, some of which clearly have benefited.
Android has returned Motorola and Sony Ericsson back to profitability. it can be argued. HTC, an early proponent of Android, is now considered a major handset player in the United States as well.
Millennial Media reported that in Android continued to lead in mobile ad impressions after overtaking iOS in December of 2010. Millennial, whose ads reach approximately 80 percent of U.S. mobile web users, reported that Android's ad impression increased by eight percent to 54 percent in January while iOS dropped four percent to 28 percent and RIM fell two percent to 14 percent.
Android applications have doubled since August 2010 as well.
Millennial Media reported that in Android continued to lead in mobile ad impressions after overtaking iOS in December of 2010. Millennial, whose ads reach approximately 80 percent of U.S. mobile web users, reported that Android's ad impression increased by eight percent to 54 percent in January while iOS dropped four percent to 28 percent and RIM fell two percent to 14 percent.
Android applications have doubled since August 2010 as well.
Google makes money on advertising and app sales based on the popularity of Android devices, but nothing directly from Android itself, which is an open source product at this point.
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.
Nokia will be Volatile, Analyst Says
RBS analyst Didier Scemama believes Nokia's stock price will drop to 5.80 Euros. In a “base case” scenario the Nokia of 2013 will have 11 percent of the smartphone market and the stock price will drop by 15 percent, says RBS analyst Didier Scemama.
In the worst case scenario those figures change to 6.4 percent smartphone market share and 53 percent of the stocks value disappears. If Nokia manages to do everything perfectly, which it almost never does, then the best case scenario is 15 percent smartphone market share and share price goes up 54 percent.
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 Price War
New moves by mobile payments provider Square suggest competition is heating up in the small business mobile payments space.
Intuit's GoPayment system charges 2.7 percent, plus 15 cents per transaction, while Square now charges 2.75 percent, but no per-transaction fee.
The moves suggest that small business mobile payments now has become a serious business, with serious competition for customers.
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.
What is a Book?
Average physical book prices are going up, and average units sold are going down, at the same time that ebook reader ownership also is growing.
Having seen this before, just about all of us would conclude that a shift to new formats, business models and delivery channels is inevitable.
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.
40% of Facebook Users are Mobile
According to Facebook over 200 million of its active users now access the network from mobile devices, representing 40 percent of its 500 million total membership. Mobile users are also twice as active on Facebook than non-mobile users, the company 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.
Mobile Music Revenues $5.5 billion in 2015
Music consumed on mobile handsets will generate $5.5 billion annually in 2015, representing growth of $3.1 billion from 2010 levels, according to Juniper 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.
Tuesday, February 22, 2011
Still Some Skepticism About LTE, In Some Quarters
Apparently some in Europe simply don't believe that fourth-generation LTE networks actually are going to be in commercial service this year, in the United States. And that isn't to argue about whether LTE-Advanced is that "only" LTE. Apparently there is some skepticism about the earlier, commercial versions as well.
Apparently there is some merit to being able to buy it, at a retail store, and use it in many cities, as an aid to belief.
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.
Consumer, Business PC Markets Divergomg?
The latest round of earnings reports might suggest a divergence of consumer and business PC trends. Hewlett-Packard's consumer PC revenue was down 11 percent from last year for the quarter ended January 31, 2011. In contrast, sales of PCs to businesses were up 12 percent.
Dell consumer revenue was down eight percent from last year in the last quarter of 2010. The company appears have done adequately selling to large enterprises and businesses.
Microsoft: revenue from sales of Windows on new PCs was up three percent from last year in the last quarter of 2010. Microsoft says the business PC refresh cycle -- not consumers -- is driving growth in Windows.
Dell consumer revenue was down eight percent from last year in the last quarter of 2010. The company appears have done adequately selling to large enterprises and businesses.
Microsoft: revenue from sales of Windows on new PCs was up three percent from last year in the last quarter of 2010. Microsoft says the business PC refresh cycle -- not consumers -- is driving growth in Windows.
One might conclude that consumers are flocking to tablets, while businesses are continuing to hold up Windows PC sales.
Apple sold 7.3 million iPads last quarter, while Mac unit sales were up 23 percent in the last quarter of 2010. Is it a permanent trend?
Apple sold 7.3 million iPads last quarter, while Mac unit sales were up 23 percent in the last quarter of 2010. Is it a permanent trend?
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.
Sprint Selects BilltoMobile to Enable Subscribers to Charge Online Purchases to Their Wireless Bill - Barrons.com
BilltoMobile has reached a deal allowing Sprint customers to charge online purchases directly to their Sprint bill. Once implementation is complete in the coming months, merchants and payment resellers using BilltoMobile's mobile payment service will be able to offer this payment option to Sprint customers.
BilltoMobile already had signed deals with AT&T and Verizon Wireless, giving the firm access to about 85 percent of U.S. mobile subscribers.
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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