Wednesday, February 23, 2011

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.

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.

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.

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.

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?

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.

Facebook Replacing Mobile Communications?

Mobile and fixed service providers face all sorts of competitors, most of them indirect. Email and instant messaging, for example, cannibalize some amount of voice traffic, as do over-the-top services such as Skype. In other cases, over-the-top applications simply "suck up all the oxygen in the room" by usurping the revenue created by those apps. In past years, telcos might have preferred to create the apps and keep the revenue themselves.

Some even think Facebook is in competition with mobile operators. Facebook has an integration deal with Skype for voice communications and in November 2010 unveiled an email offering.

In the Philippines, for example, the National Telecommunications Commission reports declining text message volumes as more people communicate with each other through the web and web-based apps.

The agency said that in 2009, the average Filipino user sent about 30 text messages per day, or a total of well over two billion messages. If the volume of those messages declines, there will be revenue implications for mobile service providers.

Square Drops 15-Cent Fee for Credit Card Purchases

Square says it is dropping the 15-cent transaction fee when merchants use its mobile payment system, and instead will take what is an interchange fee of of 2.75 percent of the gross sales amount.

The change is helpful for many of the small merchants who use Square, namely high-volume, low amount transactions.

Access Network Limitations are Not the Performance Gate, Anymore

In the communications connectivity business, mobile or fixed, “more bandwidth” is an unchallenged good. And, to be sure, higher speeds have ...