Tag: mobile content Page 9 of 12

Thumbplay and Comcast: convergence looming?

Comcast (for you fellow non-Americans: this is one of the larger broadband providers in the US) and Thumbplay (for you fellow non-Americans: these are the guys who kick serious a** in D2C mobile content over there) announced a deal whereby Comcast will sell mobile content source from Thumbplay through a dedicated website to their highspeed Internet customers. Items available comprise everything from Thumbplay’s catalogue, that is to say, music, ringtones, video, games, you name it.

With Comcast recording serious traffic (14.4m highspeed Internet customers, 3.7bn page views and 17.6m unique visitors per month) and Thumbplay offering one of the larger catalogues on mobile content (100,000+ pieces), this could be intriguing: consumers have so much better opportunity to look and choose if they can do so in the warmth of their home and the giant size of their 21” computer screen rather than on a 128×128 mobile phone screen. Content discovery, previews, all the bells and whistles long known on the Internet could thus be married to mobile content as well. Will it work? I am thrilled to hear about it. Traditionally, one loses a lot of people whenever one crosses from one medium to another (Internet to mobile), so the question will be if the additional churn recorded there is less than the probably improved conversion rates due to the superior content choosing experience online.
Tell us more, guys, when you know it!

Apple's App Store rockets through 100m

Following the iTunes success story, we could see it coming, I guess, and indeed after a mere 3 months of going live the mother of all black turtlenecks informs us that the Apple App Store rocketed past 100m downloads for iPhone and iPod. Impressive numbers! And another example how simplicity and a good eye for ease of use wins the day: put applications (games are apparently leading the pack, too, with no less than 700 of them [that’s nearly 25% of the total available]!) into one place where a) people can find them and b) it is easy to download, install and run them, and you are on to a winner (operators, listen to this!).

However (there had to be a but, huh?), what the master of PR did not tell us is how much money was actually made with this. We hear the following stats:
  • There are 3,000 apps on the App Store, 600 of which are for free. Now, for what percentage of downloads these 20% are responsible for, we are not being told though…
  • 90% of the apps are priced at less than $10 (this will include the 20% free ones, I guess). However nothing is said if it is $9.99 that is the prevalent price point or perhaps $0.99 a pop.

The App Store certainly is a success for Apple (in particular considering the relatively low number of devices that access the store, and this deserves our unreserved applause! The only thing is: it might just be that 90% of the downloads were of the unpaid kind and another 8% of the less-than-$3.00 kind, and that would mean that it is actually not such a great success for the developers hoping to make a buck from it (rather than only showing off the funky logo on investor presentations).

The Apple App Store provides a wonderful opportunity to test market prices and all that even though there are probably a lot of people who currently publish stuff there because of its “strategic” value, which will contribute to distortions of the true numbers in terms of values and price points. However, notwithstanding those distortions it would be great if they could share somewhat more meaningful numbers with us; just so we know how hard we should try to flog to those green Apple meadows.
Oh, and, yes, I write this on a MacBook… 🙂 

Sony Ericsson marries J2ME with Flash

Sony Ericsson announced that it would release a new technology that would basically marry Flash Lite with J2ME. The new technology and tools, referred to as “Project Capuchin” make, it says, it possible to “combine the richness of Flash and J2ME technologies allowing developers to utilize the best attributes of both software stacks to create content-rich mobile applications”. Sony Ericsson wants to launch this in H2/2008 and will demonstrate apps running under this at JavaOne in SF next week.

The concept is pretty cool: the thing is said to allow pure Flash Lite content to be encapsulated in J2ME applications, making content created in Flash appear as Java apps. It goes on to say that “more advanced capabilities will allow FlashLite technology to handle an entire presentation layer and make it possible to create Java ME applications where some or all UI components are defined in Flash.”

I have reported a little on Flash Lite and its moves into the markets in the past (see e.g. here and here). One obstacle always was the device footprint. If you can make a Flash app appear to be a Java one, this gap would appear to be immediately reduced to, yes, zilch, zero, naught, nothing at all. So this would bring us the slick UI and interfaces we all so love from the Flash world to all the Java-enabled phones immediately.

What I would really like to know though is what the porting would be: would one be able to address everything in one build, Flash graphics being vector-based and all and therefore automatically adaptable to all screen sizes? That would be a real killer. I’m thrilled…

Alltop: new site for mobile news and everything else under the sun…

One of the ventures backed by Apple legend and Garage Technology Ventures founder (and of course blogger extraordinaire) Guy Kawasaki has just launched a wonderful site syndicating feeds from loads of mobile-related news from all over the web. You’ll find it here. And, yes, I am greatly humbled to be part of it (and will therefore happily boast with it here… forgive me).

Alltop, which is the new venture, not only provides information on the mobile sector though: they syndicate a host of items grouped by topic; they call it “an “online magazine rack” that displays ‘all the top’ stories for popular topics”. Great stuff and thanks for having me!

Carriers lose content sales to off-deck

I wrote about this phenomenon a short while ago here but now Business Week has some further stuff to tell us. They quote an analyst that the share of content sales via carrier decks versus so-called off-deck (or D2C providers) will drop from its current 80% to only 25% in 5 years time. And, interestingly, all of the sudden the carriers contend they had said it all along: now they claim that a single piece was not as meaningful as access. In the latter the juice is (Sprint Nextel). and now they claim that they never said that content would take over the workd (AT&T).

Do I hear bit-pipe? The article reports that revenue from wireless data, which includes mobile content and Web access, rose 53%, to $23 billion, in 2007, according to CTIA. And, yes, that’s the bit pipe. The carriers start to love it? Hooray!

With D2C giants like Jamba, Thumbplay or Zed all reporting (or being said to record) very meaningful revenue numbers (Zed reported $500m in revenues last year), and OEMs on the move into a more service-driven model (with Nokia as the spearhead; see here, here and here), the pressure onto the carriers seems to have mounted so much that they now look to what they have traditionally been doing best: provide network access and bandwidth (be it for voice or data).

Enter: flat-rate data, walled gardens are so yesterday…

Get content! 200m downloads in 2 years…

200m downloads? Who is doing that, you say? Who do you reckon? Zed, Jamba, Thumbplay? No, not them. Getjar, a website featuring free mobile phone downloads (and a logo that cries out for a pro) announced that it recorded 200m downloads in 2 years of operation. See? Users do download content, so where’s your problem? Well… the downloads are not paid for, you see? This makes for a somewhat warped business model…

So, whilst Getjar would certainly appear to prove that consumers are keen to download content and applications to their phones, it does not prove that they would be willing to pay for it. And with mobile advertising sluggish to make a commercially meaningful impact (at least from developers’ point of view) that is somehow not so good really… Better then the Jamba’s et al as they at least make money from it and pay their developers.

Congratulations to the good folks from Getjar anyhow. I hope at least you guys got a good numbers of clicks on your Google apps…

Mobile Content on the move!?

According to a report, mobile content is moving off-deck. The consumer survey (presumably for the US market only) found out that today’s consumers use a mix of sources for their mobile content, namely the web, side-loading (called “their own collections”) and the carriers.

When it comes to watching video on their phone, 35% of the consumers would choose YouTube vs 31% who would go for the carrier’s own offering and 28% who side-load.

For music, side-loading leads overall with 48% of the total followed by 35% who bought off the carrier deck.

With games, the situation is yet different: 60% of consumers would only play the games that are pre-installed on their phones.

The report expects this diversification of content sources for mobile phones to increase, which sounds reasonable: just look at what Thumbplay does in the US or Jamba and Zed in Europe! Check out Nokia‘s Ovi initiative (including “Comes with Music“) or Sony Ericsson‘s PlayNow Arena. Falling walled gardens and a general move to flat-rate data will contribute to consumers looking for alternative shop fronts, in particular as carriers have not always shown to be the best retailers out there – at least not for content… No big surprises then.

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