Tag: mobile

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…

Bye bye, fixed line…

I mean, it’s nothing new as us mobilists knew it all along but now, alas, someone put their finger in the air and quantified it. So here goes: as early as next year, wireless phone users will outnumber landline users by 3 to 1. Impressive, huh?

Some more somewhat obvious findings are: rich nations are running out of non-users, and in some emerging markets, where rising personal incomes have made wireless affordable, that gap closes quickly, too. Even so, only half the world’s population uses mobile phones now. Most subscriber growth over the next five years will quite naturally come from India, China, parts of Asia, and Africa. I think the author might have forgotten Brazil…

And now, dear content lovers, comes the candy: the analysts say that “[f]irms must boost their average monthly revenue per user, or ARPU. Text-messaging has been the biggest moneymaker, along with ring tones and games. Music and video downloads are starting to catch on”. By 2011, U.S. carriers will garner 35% of service revenue from data products, more than twice the 2007 share, says the Telecommunications Industry Association.

But in emerging markets, non-voice services are growing, too: “Wireless companies need to evolve their business models because of the changing nature of the industry, not just penetration levels,” said Sureyya Ciliv, chief executive of Turkcell. “Communication and information technologies are converging globally.

Oberon plays iTV now, too: Pixelplay joins the family

Our recently very acquisitive friends from Oberon Media struck again to create one of the first truly focussed triple-play gaming houses. They now acquired Pixelplay, one of the giants on the interactive TV (iTV) sector. This together with their own online activities (Oberon powers e.g. MSN Games) and their recent acquisitions of Blaze and I-Play creates a rather explosive mix.

It will be interesting to see how they will manage to consolidate the whole thing with a view to the – at this time – still somewhat disparate portfolio: Pixelplay boasts the iTV licenses for the likes of Monopoly, Luxor, the World Poker Tour, etc, whilst I-Play excelled inter alia with “The Fast and the Furious“. Oberon’s ability to exploit titles now across three platforms may well give it some edge in the market, which – arguably – all the single parts urgently needed.

The move shows an impressively stringent move on the part of Oberon into building a casual-games-focussed powerhouse that extends its strengths across the three main consumer screens of today, i.e. the computer, the TV and the mobile phone.

Mobile YouTube lukewarm

YouTube appears to have put its mobile site live: under http://m.youtube.com/ you now get a slimmed-down version of the YouTube service. However, that’s about it. The site starts with a warning: “YouTube Mobile is a data intensive application. We highly recommend that you upgrade to an unlimited data plan with your mobile service provider to avoid additional charges.” I see, OK, well, why didn’t you adapt this more appropriately then? Isn’t this somewhat scary???

What follows is clips varying in length (tonight, there were 2 with more than 4 minutes length in the top 10). A couple of categories (highest rated, newly added, etc – in short: the usual suspects) but absolutely nothing that would suggest a specifically mobile offering. I find this rather disappointing. Shouldn’t we be able to expect more when “two kings have gotten together“?

So what is this? Don’t they understand mobile? Didn’t they have enough time to study this during their Verizon exclusive that now expired? Do they not have the resource to design their mobile service so as to provide more than a simple extension of their existing site into mobile (but without the functionalities the online version has)? The WAP offering lacks the very features and navigation, etc that arguably contributed so much to YouTube’s success. They’ll have to up the ante drastically to get going on the small screen, too. This doesn’t cut it!

>1/3 of mobile handsets were changed in 2006

So this is how fast the hardware landscape can change. Imagine BMW’s market share could double (or be halved) in one year. With dynamics such as the ones reported here for the mobile handset sector, this would be entirely credible:

Some 36% of mobile phone users in Argentina replaced their handsets in 2006, according to a recent study by local consultancy Carrier y Asociados as reported by Cellular News.

The study, called Telefonía móvil 2007: Segmento individuos, concluded that replacement of mobile devices was common in all income segments.

According to the study, one out of four mobile telephony users in the country plans to replace their handset in 2007, which would mean nearly 8mn new devices.

“Young people aged below 18 tend to replace their device more than others because they want telephones with new features such as MP3 or cameras,” Carrier told BNamericas.

Carrier also stressed that handset subsidies operators offer to clients are crucial to keeping turnover high, although he considered subsidies are lower than a couple of years ago.

Mobile Device Fragmentation?

Interesting discussion by some of the venture capital rockstars on mobile devices:

At the recent Churchill Club’s Top Ten Tech Trends, Roger McNamee (Elevation Partners; previously Silverlake Partners) posed as the #1 trend mobile device fragmentation. He discusses this with Steve Jurvetson (Draper Fisher Jurvetson), John Doerr (Kleiner Perkins) and Joe Schoendorf (Accel Partners).

Click here for the AVI of the discussion. A write-up by DFJ is here.

The audience was divided if they should or should not follow McNamee (last but not least one of the power VCs): The yes/no vote was split.

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