Friday, May 16, 2008

Google "Most Visited" For First Time

Google now has overtaken Yahoo as the most-visited website property, according to comScore. In April Google Sites attained the number one spot in the Top 50 U.S. Properties ranking for the first time in history with a total audience of more than 141 million visitors.

Yahoo Sites ranked second with 140.6 million visitors, followed by Microsoft Sites with 121.2 million visitors.

Superpages.com Network and CareerBuilder both jumped eight spots in the ranking to positions 18 and 30, respectively.

According to comScore, Google’s unique U.S. audience in April was up 18 percent from the same month in 2007, while Yahoo’s audience grew 7 percent.

Thursday, May 15, 2008

Sprint Says WiMAX Ready

Sprint and Samsung Electronics Corporation now say WiMAX has met Sprint's commercial acceptance criteria and is ready for service, with initial launches in the Baltimore and Washington D.C. areas later this year. As the song lyrics go: "A little less talk, a lot more action."

Revenge of the Dinosaurs

BT revenues for the period ended 31 March 2008 grew two percent year-over-year to GBP5.4 billion (USD10.5 billion), slightly better than expected, thanks to an increase in revenues from what BT refers to as "new wave" services.

New wave revenues, built on broadband and corporate IT services, were up nine percent at GBP2.3 billion and now account for over 40 percent of total revenues.

Not so many years ago the key story was access line attrition. These days, the story is about how fast new services are being created to replace dwindling revenue streams.

And while derided as "dinosaurs," tier one providers for the most part are showing that they can adapt to an environment many simply concluded would kill them.

Mobile Social Networking Highest in U.K., U.S.

Mobile social networking is highest in the United States and United Kingdom, The Nielsen Company says.

In the United Kingdom, approximately 810,000 mobile subscribers, or 1.7 percent of all mobile subscribers in the country, visited social networking websites on their mobile phones in the first quarter of 2008. That reach percentage was twice as high as it was in other major European markets, though similar to the United States, where 1.6 percent of all mobile subscribers (4.1 million in all) accessed social networks via their phones in December 2007. For more details on mobile social networking access by country, see the chart below.

In the U.S. market, MySpace.com is the most popular mobile Internet social networking site. The site logged 2.8 million unique mobile users in December 2007.

Also in December, Facebook, which has the second largest audience among social networking sites, had 1.8 million unique mobile users. In contrast, Facebook led mobile social networking sites in the U.K. with 557,000 unique mobile users per month in Q1 2008, while MySpace followed with 211,000 unique mobile users.

While Facebook and MySpace.com were also among the top social networking sites in other European countries during the first quarter of 2008, MSN’s Windows Live Spaces led in Italy (154,000 unique mobile users per month) and France (106,000), and ranked second in Germany (45,000) behind MySpace, which boasted 52,000 unique mobile users per month.

4G: Lead App Might Not be the Business Model


Some statements are astounding first by their seeming ordinariness; others by their seeming incongruousness. For anybody who has watched telecommunications, one of the safest observations, irrespective of year, is that billions of people have never once made a phone call.

So when Ericsson President and Chief Executive Officer Carl-Henric Svanberg says the company vision is "now that basically anyone who wants a mobile phone will soon be able to have one," it is a stunning reminder of just how much has changed in the global communications.

"We envision an all-communicating world where the majority of people everywhere will have access to information and the ability to share it instantly, whenever and wherever they want," Svanberg says. You might find that an unremarkable statement as applied to residents of North America, Europe or Japan. You might be surprised to know that Svanberg really means a majority of people everywhere.

"We aim to do the same for broadband what we have already done for telephony: make it mobile, available and affordable for the majority of the world’s population," he says..

Ericsson also anticipates that by 2013, there will be some 6.5 billion mobile subscriptions and over two and a half billon broadband subscriptions of which more than two-thirds will be mobile. That flip--many more mobile than fixed users--will not surprise anybody who follows the industry. The magnitude of wireless broadband accounts just might.

One might argue that mobile these days is the way people prefer to "talk." Svenberg says mobile also will be the way they prefer to use the Internet and, by implication, large amount of media and entertainment consumption as well.

When Svenberg notes that "users expect to be connected wherever they are," that's pretty much a statement of conventional wisdom these days. When he says "we will also be more personalized," it's doubtful Svenberg could get a dissenting view.

There's perhaps more chance of disagreement--mostly over magnitude--when he says "we will all be content providers and creators." Keep in mind that depending on how far one wishes to take the matter, Twitter and other "where are you know, and what are you doing?" posts are content. So are blog posts.

In another example of developing consensus, Svenberg says "we will be a world of connected devices." That's the machine-to-machine frontier mobile executives now talk about when saying mobile penetration could grow to 500 percent or six hundred percent.

"So far the prime target has been the household and the business," he says. "With mobile telephony we were targeting people." But mobile broadband is about connecting devices as well.

"Our ambition is to do for mobile broadband what we already have done for telephony," he says.

Of course, there are more-practical observations as well. To some extent, new networks are financially justified by the size of new revenue streams that can be created by the networks. Though digital networks were said to improve voice quality over analog first generation networks, more than add new services, by the time we get to 2.5G networks, new messaging services clearly are on the agenda.

Broadband 3G networks more centrally were said to be platforms for new services, though progress to date has been less robust than its backers had anticipated. Coming 4G networks likewise are said to enable many new services 3G networks cannot provide.

That will be true, of course. It also is true that as older generations of networks are decommissioned, the older traffic types are similarly rolled up onto the newer networks. Which leads one to note that no matter what executives say about the matter, the stated unique value of each new network is financially buttressed by revenues from older services that are rolled up onto the new networks.

When fixed broadband was yet a young business, people incessantly looked for the killer app for that service. As it turns out, broadband is itself the killer app. Still, for some providers, an argument could have been made that voice was the killer app.

More currently, some might argue entertainment video is the killer app. The point is that older revenue streams wind up buttressing the business cases for newer networks, irrespective of what executives might claim is the unique value--and business model behind--those networks.

What might be fair is to note that each new generation of networks is touted as featuring, and ultimately does feature, some new class of applications that the older networks cannot support. That's not the same thing as saying any of the new networks will achieve a successful business case based strictly on the lead application. In fact, all the new networks are multi-service networks, with revenue from any number of applications.

There might be signature apps. Texting probably has been the signature 2G app. Mobile Web probably will develop as the signature 3G app. These days 4G networks are said to be about machine-to-machine apps. There will be signature apps. Ultimately, though, the financial underpinning will be all the legacy apps that contribute to the business case.

Wednesday, May 14, 2008

Comcast Acquires Plaxo

Comcast is acquiring Plaxo, presumably to further integrate social media, based on address books and the social application Pulse, into Comcast applications.

Plaxo will remain an independent operation in Silicon Valley, reporting into Comcast Interactive Media, which is a division of Comcast that develops and operates Internet businesses focused on entertainment, information and communication.

Plaxo says it already has on its road map projects to socially enable the Comcast media experience on the Comcast.net portal, Fancast and Fandango as well as content on TV screens.

Plaxo already provides the universal address book for Comcast’s SmartZone communications center, and now also hosts all of the address book accounts for Comcast Web mail users.

Plaxo suggests it will help Comcast make “social media” a natural part of the lives of regular people, not just early adopters. Plaxo suggests applications will include the ability to securely post family photos online in Pulse and have them viewable by any of your family members, whether they are online, at work, on their mobile device, or in their living room watching TV.

Comcast also will use Plaxo to create recommendation engines that allow viewers to find new content.

Consider this an example of how social media is a feature, not a business model in its own right.

Ad Skipping: Tall Tales


Some some say they use their DVRs to skip all ads, a recent survey that suggests 100 percent of males in the 55 to 64 age bracket skip all ads is an improbable story.

Approximately 30 percent of online Americans, ages 12 to 64, own or subscribe to a TiVo or a DVR service from their cable or satellite company. And some amount of ad skipping does occur in a fair number of those homes, one has to assume.

But perhaps we should not take literally what some people say they do.

When asked whether they skip ads 100 percent of the time, 52 percent of men ages 55 to 64 said they do, according to research conducted by Frank N. Magid Associates. By comparison, only 21 percent of males ages 12 to 17 report skipping ads all of the time.

There are, to be sure, other studies that suggest ads are more likely to be skipped when time-delayed content is watched. You might ask yourself whether human beings you know tend to do so. You might also ask whether you have seen users--watching content in real time--behave so aggressively that all ads are skipped.

That some people might skip all ads is possible. It probably does happen in some cases. Anecdotally, I'd have to say I've never actually seen a human being behave that way. But then, most human beings I know watch only some time-delayed content. Most of the viewing still occurs in real time, and other studies suggest the amount of ad skipping is far mroe prevalent for time-delayed material.

Directv-Dish Merger Fails

Directv’’s termination of its deal to merge with EchoStar, apparently because EchoStar bondholders did not approve, means EchoStar continue...