Getting ready for CTIA March 28, 2008

Posted by chetan in : US Wireless Market , add a comment

Have been traveling so much that CTIA snuck up quietly .. looking forward to meeting interesting companies, making rounds of the show floor, listening to hyperboles, meeting colleagues and friends and making new ones ..

WTIA Event – Mobile Mania, Where’s the Money?

Posted by chetan in : European Wireless Market,Indian Wireless Market,Mobile Applications,Mobile Content,Mobile Ecosystem,Mobile Search,Speaking Engagements,US Wireless Market,Wireless Value Chain , 2 comments

Had a terrific turnout at the event and it was very well organized by WTIA. Jai Jaisimha, VP, AOL gave the keynote around their Open Initiative which seems like a comprehensive program compared to some of the other initiatives in the market place.


wtia3 wtia2

After that I moderated the panel with Jai, Brendan Benzing (Motricity), Ian McKerlich (T-Mobile), and Joe Verschueren( Formotus). We delved into where the opportunities lie in the coming years. Jai and Brendan emphasized platform, Ian talked about user experience and simplicity, and Joe put some emphasis on enterprise applications.

Global Wireless Data Market Update 2007 March 27, 2008

Posted by chetan in : 3G,4G,AORTA,ARPU,BRIC,Carriers,CTIA,Devices,European Wireless Market,India,Indian Wireless Market,Infrastructure,Intellectual Property,Japan Wireless Market,Location Based Services,M&A,Mergers and Acquisitions,Mobile Advertising,Mobile Applications,Mobile Content,Mobile Ecosystem,Mobile Entertainment,Mobile Gaming,Mobile Search,Mobile TV,Mobile Usability,Mobile Users,MVNO,Networks,Partnership,Speaking Engagements,Speech Recognition,US Wireless Market,Wi-Fi,WiMax,Wireless Value Chain,Worldwide Wireless Market , 8 comments

Global Wireless Data Market Update 2007

Download PDF  (2.3 MB)

Download PPT  (1.3 MB)

As you read this End of Year (EOY) 2007 Global Wireless Data Market update this week, somewhere in India, a new subscription will catapult India over the US as the number 2 global wireless market. 2007 was a banner year for global wireless data market. The global service revenues for the year touched $700 billion, the data service revenues were more than $120 billion, China signed its 500 millionth subscription, and both India (in feb 08) and the US crossed the 250 million subscription mark. 2007 continued to enhance mobile data’s role in the operator ecosystem with approx 17% of the revenue is coming from data services.

For some leading operators, data is now contributing up to 35% of the revenues however increase in data ARPU is not completely offsetting the drop in voice ARPU. From the true and tested SMS messaging to new services such as Mobile TV, Enterprise apps, and others, different services helped in adding billions to the revenues generated for 2007. Japan and Korea remain the envy of the global markets and the countries to study and learn from w.r.t. new services and applications. The US market has been steadily making strong comeback and for the first time exceeded Japan in service revenue generated from mobile data.

Chetan Sharma Consulting conducted its semiannual study on the global mobile data industry. We studied wireless data trends in over 40 major countries – from developed and mature markets such as Japan, Korea, UK, and Italy to hyper growth markets such as China and India. This note summarizes the findings from the research.

Your feedback is always welcome.

Chetan Sharma

Disclosure: Some of the companies mentioned in this note are our clients.

Washington Technology Industry Association Event March 25, 2008

Posted by chetan in : Speaking Engagements , 1 comment so far

If you are in Seattle, there is an event coming up on Thursday. Jai will be giving the keynote and I will be moderating the panel after that.

March Technology in Focus Series: Mobile Mania – SHOW ME THE MONEY!
Westin Hotel, Seattle
4:30 PM to 8:00 PM

Last Chance to Register – Don’t Miss this Event! Click Here to Register Today!

Join us as we kick-off 2008 with Mobile Mania!

M-commerce is a multi-billion-dollar industry – and it hasn’t even come close yet to peaking. How can you tap into this emerging marketplace? Mobile advertising, content, open access … what does it all mean? Where are the opportunities and how will new developments affect your business? Our expert panel will shed light on the key trends, how the real money will be made, and what you should start planning for now to be ready for the future. Whether you are an entrepreneur, business owner, investor, developer, or a sales, marketing or product manager, this event should be on your agenda for 2008!

Make sure to arrive at 4:30 to check out the Mobile Mania Pavilion – from the latest devices to the area’s hottest m-companies, you’ll want plenty of time to check it all out.

Mobile Mania Pavilion Companies
Formotus – Lilipip – Positive Motion – MGD


COM #116

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is over at Situational Marketing. As usual, pretty good posts and reading for the week. Thanks.

Recap of Mobile Advertising Events – Stanford and Seattle March 22, 2008

Posted by chetan in : AORTA,ARPU,Carriers,Indian Wireless Market,M&A,Middleware,Mobile Advertising,Mobile Applications,Mobile Content,Mobile Ecosystem,Mobile Entertainment,Mobile Gaming,Mobile Search,Mobile TV,Mobile Usability,Speaking Engagements,US Wireless Market,Wireless Value Chain,Worldwide Wireless Market , add a comment

This week I had the opportunity to moderate two distinguished panels on Mobile Advertising in two days, one at Stanford University and the other one in Seattle. This post summarizes the issues and points discussed during these two sessions.

Stanford University by Mobile Momentum

The first one was part our book tour and was organized by Mobile Momentum, an organization lead by Prof. Tom Kosnik and his student Mohit Gundecha. The event was sponsored by three of the pioneers in Mobile Advertising space – AdInfuse, Admob, and Rhythm New Media. My co-author Victor Melfi and I walked through some of the salient points of our book. We discussed the history of advertising, the digital revolution of the Internet, delved a bit into the definition of mobile advertising, the challenges and accelerators of this nascent industry, pondered over the business models, illustrated some of the successes using the case studies and our five-points framework (reach, engagement, targeting, viral, and transactions), briefly touched on the technology issues and gave our 2c on what it will take for the industry to go from its current state of “cautious optimism” to promise of “contextual nirvana.” Some of the key points were:

P3203384 P3203393
P3203379 P3203373

Our talk was followed by a panel discussion with Ujjal Kohli, CEO, Rhythm New Media, Tony Nethercutt, VP, Admob, and David Staas, VP, AdInfuse. All these guys have had distinguished careers in mobile, advertising, and digital evolution of our industry and hence the depth of knowledge on the panel was just great. Each of them has had successes with campaigns around the world, not just in North America. Admob with its billions of impressions every few weeks has blazed the way in the off-deck world. Rhythm has been quite successful with advertising with mobile video snacking at 3 in UK.

AdInfuse has been running some interesting campaigns in Europe like with Swisscom.They were achieving 8% CTR on WAP banner campaigns, 50% of users who clicked through to the WAP landing page completed a purchase. Recall rates were as high as 27%, more than 80% of the users rated the model of “free video content in return of advertising” positively vs. 2% who didn’t like the idea. Rhythm has also experienced similar numbers with their 3 UK campaigns. It is remarkable that 40% of the subscriber base is using the service and one can still watch the ad subsidized videos even if they have run out of prepaid minutes. The reach provided by Admob to its advertisers is phenomenal. Coca-cola’s campaign touched 125 countries. We cover Rhythm’s and Admob’s case studies in more detail in our book as well.

We touched on a wide variety of topics and I was struck by something that Ujjal said. He was previously CMO of AirTouch Cellular so brings in a very unique perspective to the table. He said, “For the carrier, No amount of Mobile Advertising Revenue is worth the risk of losing a customer.” The issues around privacy, customer satisfaction, customer care costs are critical for an operator to assess as they dive deeper into this new emerging medium.

There are a number of developers who are interested in exploiting the opportunity of mobile advertising but don’t want to deal with the complexity of the ecosystem and ad networks. There is an opportunity for some of the existing players to open up the APIs to broaden the reach.

Seattle by TiE

Next day, TiE Seattle organized a panel discussing “Mobile Advertising: Making the most of the next generation in advertising.” The panelists were Scott Silk, CEO, ActionEngine, Brian Lent, CEO, Medio Systems, Eric Hertz, CEO, Zumobi, Jeff Giard, Director, Alltel, and Jason Guenther, Director, Disney. Again, a pretty diverse panel representing various players in the value chain.

I started by probing the panelists on how we go about defining “Mobile Advertising.” Brian, not surprisingly, thought Mobile Search is going to take a lion share of the revenues just like how things evolved in the online world. Eric and Scott articulated their view around On-Device Portals, Widgets, and User Experience. Action Engine has been having good success with many of the large media brands such as MSNBC and WSJ while Zumobi has come out with a platform that takes user experience at the center of its strategy.

Though at number 5, Alltel has been introducing innovations quicker than some of its peers. Its Celltop application is yielding significant results with over 400% increase in usage if the application is within Celltop framework. Next, they are going to be putting the Celltop as a Home Screen (Idle Screen) app like what Koreans and Japanese have been doing for some time. It was refreshing for Jeff to right away state that this industry is not going to move forward if we don’t solve the “fragmentation” problem. I have said before that “Fragmentation is the biggest enemy of the mobile industry” and w/o solving the issues of fragmentation at different layers, we won’t get into the hypergrowth mode that will take the industry from $2B today to $20B in five years. Jeff thought that mobile advertising presents significant opportunities for the industry including the carriers but we need to be mindful of the issues around privacy, customer care, and customer satisfaction.

Disney is world’s premier consumer brand and very few companies understand the three screens better than Disney. Jason’s perspective on how mobile fits into the larger picture was an important one. He views mobile as a critical channel for any content company but reminded that a lot of work needs to be done in terms of standardization, metrics, auditing, and  privacy before mobile advertising becomes a thriving industry.

In both places, audience was well informed and highly engaged. Questions ranged from business models to technology intricacies. People didn’t think some of the newer MVNO models like that from Blyk will last too long and that for the trends will different for different geographies. For example, in emerging markets, mobile is going to be the only means to bring digital advertising to the masses, a point we make in our book as well. Will high-end phones be free subsidized by advertising as Eric Schmidt had proclaimed, well, don’t bet your life on it, at least not just yet though if someone like Google makes up its mind, it can, as Victor says, “make the market.”

I really enjoyed engaging with the panelists and the audience. Plenty of questions, we could have gone on for hours if not days. It was quite hectic but fun. Next week, I am moderating a panel “Mobile Mania – Show me the Money” at Washington Technology Industry Association and then facilitating a developer forum “Mobile Jam Session” at CTIA on 31st. On 24th April, I will be giving a class on Mobile Advertising at Stanford University (Prof. Kosnik’s course) and the same evening, I head to Sacramento to give a talk being organized by TechCoire on “Mobile Advertising: A $20B Opportunity?” In May, on the 13th, I will be in NY giving a talk on mobile advertising to the advertising executives, on 20th will be doing a book event being organized by CommNexus in San Diego, and on 21st will be moderating a panel discussion on the promise of mobile advertising at the highly regarded Future In Review Conference.

Hope to see some of you on these sojourns.

CTIA – Calling All Developers March 21, 2008

Posted by chetan in : Mobile Content,Mobile Ecosystem,Worldwide Wireless Market , add a comment

I will be facilitating a session at CTIA – Mobile Jam Session for Developers

Details below. It should be a good group of developers and industry insiders conversing about how to make things better. The event is free and there is even food available, so sign-up as soon as you see this 🙂

Here’s the schedule of what’s happening:

Monday, March 31, 2008
(day before CTIA)
9:00 am – 6:00 pm
Las Vegas Convention Center – N255
Free to attend.

dotMobi, Motorola, Symbian, MyStrands, Mobile Distillery
Producers: dotopen, WIP

No prep, No PPT, No Ties

Mobile Jam Session Agenda

Registration / Networking 8 :30am – 9 :30am
Developer Pitches – share you ideas, projects 9 :30am – 10 :30am
Opening UnPanel – Developer Programs 10 :30am – noon
Lunch/networking Noon – 1 :00pm

Improv Sessions
6 choices x3 1 :00pm – 4 :00pm
1:00- 1:45 – Chose one
1:45 – 2:30 – Choose One
2:30 – 3:00 – Short break
3:00 – 3:45 – Choose one
3:45 – 4:30pm – Wrap up of Improv

Essence Reception & Networking 4:30pm – 6:00pm

Speakers & Discussion Leaders


10:30pm – 12:00pm
So what’s gives with the mobile ecosystem. Everyone talks a good line about the “F” word, of course we mean fragmentation, but what’s really being done. Are the big guys really working together? Does ‘open’ really mean its going to get any easier. Give your humble opinion on the priorities that will help get applications or technology to market faster, better, stronger. It’s about devices, platforms, operating systems, channels and partnerships. This session will be led by a panel of developers programs and enhanced with a few developers. Lots of questions and opinions from all participants.


– James Pearce
Motorola – Claudia Backus
Symbian – TBA
Orange Partner – Steve Glagow
Sony Ericsson – Mikael Nerde
AT&T – Amy Bang


1:00pm 4:30pm – (45 minutes / session – choose 3 too attend & Final Wrap Up)

1. Mobile OS and Platforms

Discussion Leaders: Mobile Distillery – Vincent Berge

2. Mobile 2.0

Discussion Leaders:

AOL– Jai Jaisimha
CellSpin – Vince Laviano
Rococo – Sean Sullivan
Idean – Santtu Toivonen

3. Testing & Certification

Discussion Leaders:

GetJar – Bill Scott
Accenture – Jeff Wang
Mob4Hire – Paul Poutanen
Device Anywhere – David Marsyla

4. Getting to Market / Channels

Discussion Leaders;

Cellmania– Peter Baldwin
AORTA- Chetan Sharma
Astraware/Handmark – John Philips

5. Development – JSRs, MIDP3 and more

Discussion Leaders:

Aplix – Stanley Kao

6. Open Source in Handsets

Discussion Leaders:

Motorola – Asokan Thiyagarajan (Ashok)
Funambol – Greg Gamp

More details at

Verizon tops FCC auction March 20, 2008

Posted by chetan in : Mobile Advertising,Mobile Content,Mobile Ecosystem , add a comment

As expected, Verizon topped the FCC auction and Google skillfully played its card to force VZ to pay more and FCC to put in the open rules in place. In our Mobile Industry Predictions – 2008, we noted –

2. Will Google play to win in the 700MHz Spectrum Auction?

Google has played the spectrum chess game effectively. Almost 50% respondents gave it a 75% or higher chance of Google winning the bid. Though expectations are high, Google is unlikely to play to win. Services business is not their cup of tea, they could still fund the Clearwire-Sprint deal but that investment can be spent differently to get better end-results, i.e. mobile ad revenue.

We noted the same thing in the Inside Media podcast in Nov 07.

Had a terrific event

Posted by chetan in : Mobile Advertising,Speaking Engagements , add a comment

at Stanford University last night. The response was great and the turnout superb. Thanks all for coming. Heading back to Seattle now and will be moderating the TiE event this evening.

Will have reports from both the events later in the week.

Thanks again to AdInfuse, Admob, and Rhythm New Media for sponsoring the Stanford Event and to Mobile Momentum for being generous hosts.

Russell Shaw March 17, 2008

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Over the weekend I learned about passing of Russell Shaw. I didn’t know him personally but I blogged with him at Mobile Messaging 2.0 for a while and ran into his posts on VoIP every once in a while. A prolific blogger, loved by his friends and colleagues, it was sad and shocking to learn about his passing. May his soul rest in peace.

The fragility of life is reminded by such events and hope it helps us focus on what’s “really” important in each of our lives.

Carnival #115 is up

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Andrew Grill in London hosts the Carnival. As usual, great set of readings for the week. Thanks Andrew.

Mobile Advertising Events March 14, 2008

Posted by chetan in : Mergers and Acquisitions,Mobile Advertising,Mobile Applications,Mobile Content,Mobile Ecosystem,Mobile Search,Speaking Engagements,US Wireless Market,Wireless Value Chain,Worldwide Wireless Market , 1 comment so far

It will be a very busy next few weeks


Next week on 19th, we are at Stanford University being hosted by Mobile Momentum to do a book event. Details here. RSVP at stanfordevent at chetansharma dot com. Bring your friends and colleagues.

The book discussion will be followed by a panel discussion with some of the smartest brains in the business – Ujjal Kohli, CEO, Rhythm New Media, Brian Cowley, CEO, AdInfuse, and Tony Nethercutt, VP, Admob.

AdInfuse, Admob, and Rhythm New Media are also the generous sponsors of the event. So, many thanks again.

The next day (20th), I fly back to Seattle to moderate a panel on Mobile Advertising being organized by TiE. Event and Registration details here. Panelists are Jeff Giard, Director, Alltel, Brian Lent, CEO, Medio Systems, Scott Silk, CEO, ActionEngine, and Jason Guenther, Director, Disney.

The following week on the 27th, I will be moderating a panel being organized by Washington Technology Industry Association. The topic is Mobile Mania – Show me the Money. Event and Registration details here. Speakers are Jai Jaisimha, VP, AOL, Brendan Benzing, VP, Motricity, F. Joseph Verschueren, CEO, Formotus, and Ian McKerlich, Director, T-Mobile USA.


Then, I head off to CTIA in Vegas.

In late April (24th), I will be giving a talk in Sacramento – Mobile Advertising – The $20B Opportunity?. The event is being organized by TechCoire – Sacramento region’s only business-technology education and networking organization. More info on them here. Thanks Gopan for the invite.

I got to know two wonderful people at Stanford University last year – Prof. Tom Kosnik and his student Mohit Gundecha. It was in context of the event that Mobile Momentum organized on the Indian Wireless Market. I serve on the advisory board. In fact, Mohit is single-handedly organizing our Stanford event next week.

Prof. Tom Kosnik has invited me to give a class to his students on Mobile Advertising which is great honor. His course – Global Entrepreneurial Marketing is a very popular course at Stanford and always gets full very quickly.


After a brief break, we head down to San Diego on 20th for another book event being organized by CommNexus – a very active High Tech and Communications Industry association.

The same week, I will be at FiRe (Future in Review) conference being organized by SNS and Mark Anderson and will be moderating a brilliant panel on Mobile Advertising. Event and Registration details here.

SNS: Mobile Advertising – from cautious optimism to contextual nirvana March 12, 2008

Posted by chetan in : AORTA,Mobile Advertising,Speaking Engagements,US Wireless Market,Worldwide Wireless Market , add a comment

Long time readers would know that this blog is named (AORTA) after a term Mark Anderson coined in 1997. I have been reading Mark’s work since the mid-nineties. His newsletter “Strategic News Service” was the first paid newsletter subscription model on the Internet and is read by the likes of Bill Gates, Michael Dell, Steve Ballmer, Mark Hurd, Sol Trujillo, Paul Jacobs, and a whole list of luminaries from around the world. You should check it out. You might also want to check out his blog to get a taste.

Mark has this unique ability to look at trends across multiple industries and different diverse segments from energy to finance, from IT to wireless, from politics to trade and use that to make very accurate predictions much before the mainstream press comes to the realization of what’s happening.

Needless to say, his work is of the highest order. That’s why I am extremely delighted and humbled by the opportunity to write for the SNS. My piece which was adapted from our Mobile Advertising Book and titled “Mobile Advertising: from cautious optimism to contextual nirvana” was published in SNS yesterday as a Special Letter. Over the years, several prominent authors have written for SNS and I am grateful for the opportunity. Thanks Mark.

Mark has also invited me to moderate a session on Mobile Advertising at his annual “Future in Review (FiRe 2008)” conference in May. We are putting together a pretty exciting panel. The Economist called this conference “The best technology conference in the world” and is perhaps the only conference of its type where such diverse technology and industry topics are discussed. It is known for the participation of high profile visionaries, noble laureates and prominent technologists from around the world and is truly an intellectually stimulating experience. Check out the list of who is coming.

MSearchGroove podcast is online March 11, 2008

Posted by chetan in : Mobile Advertising,Mobile Applications,Mobile Ecosystem,Mobile Search,Speaking Engagements,Wireless Value Chain,Worldwide Wireless Market , add a comment

you can listen it here. Thanks Peggy.


As he put it: “They have a different view of the advertising space. And their view of the competition is that the competitors aren’t really [other] operators, but other mediums. So if a dollar is going to TV, then that’s their competition, not a dollar going to their rival [operator].

Other highlights:

Operator assets: Operators should “focus on the unique capabilities that they have from their network and devices and expose that to the ecosystem.” That model is more compelling – and potentially more profitable – than “trying to control and become an agency themselves.”

Google & Co: Operators have the analytics – but time is a luxury they don’t have. Figure it’s 2-3 years before other providers close the gap to offer profiling, presence and location, and the metrics advertisers demand. “In the long run, the challenge will be: Will it [customer data etc…] come from Google, Yahoo, Microsoft, AOL, and some other companies [as they] will have these unique characteristics [and capabilities] as well.” In three years, Chetan reckons “online brands will start to dominate the ecosystem….But if carriers are able to pool together their resources and make a very compelling offer to the media industry…they [carriers] can put up very stiff resistance to online brands.”

Mobile search: Mobile search will play an important role on mobile, but it won’t dominate the mobile Internet or advertising experience. “I think the idle screen plays this role in the long run on the mobile. And I think you’ll see more friction and fights [as companies] try to capture the idle screen user.

We should not think of search as a box, “but rather an intelligent [bot] that searches for relevant content for you and presents that content with relevant ads on the idle screen. If you think of search in that way, then search has a very important role to play. But just searching by key words will probably have a smaller role to play in the long term.

The ones to watch: Chetan and I ran through some case studies and stats from the likes of NearBy Now, which gets high marks for engagement, and mobile Posse, which gets high marks for targeting. I’ll take Chetan’s comments as a cue to line up an interview with each – in fact, I already reached out to NearbyNow for a podcast timed to their next announcement (under embargo)…In the meantime, it’s interesting to note that no company got high marks across all five metrics: reach, engagement, targeting, viral and transactions. (Transaction is the “Holy grail” of mobile advertising, where an ad delivers a sale). As Chetan observed: It’s just early days.

US Wireless Market Update – 4Q07 and 2007 March 10, 2008

Posted by chetan in : 3G,AORTA,BRIC,Carriers,Devices,European Wireless Market,India,Indian Wireless Market,Intellectual Property,Japan Wireless Market,Location Based Services,M&A,Mergers and Acquisitions,Microsoft Mobile,Mobile Advertising,Mobile Applications,Mobile Content,Mobile Ecosystem,Mobile Entertainment,Mobile Gaming,Mobile Search,Mobile TV,Mobile Usability,MVNO,Smart Phones,Strategy,US Wireless Market,WiMax,Wireless Value Chain,Worldwide Wireless Market , 4 comments

US Wireless Market Update – 4Q07 and 2007

Download PDF  (2.5 MB)

Download PPT  (1.3 MB)

The US wireless data market grew 55% in 2007 ending the year with $24.5 billion in data services revenues with 4Q yielding $6.9B. 2007 also saw significant industry milestones like: iPhone launch, US crossing 250 million subscriptions, 3G penetration in the US touching 25% subscriber base, consternation around 700 MHz spectrum auction, MediaFLO launch, Android launch, Nokia crossing 40% market share, WiMAX and Femto Cell trials, and much more. US almost equaled Japan in mobile data service revenues for the year (rounding error and currency fluctuation difference). With several significant launches coming up in 2008, US remains one of the most attractive wireless data markets.

Global update

          More details in our worldwide wireless data market update coming out later this month.

Your feedback is always welcome.

Chetan Sharma

Upcoming Events March 9, 2008

Posted by chetan in : Speaking Engagements , add a comment

Here are some of the events I will be participating in. Hope to meet some new friends and colleagues and revisit with old ones.

19 March
Book Event and Mobile Advertising Panel, Stanford University. Our Seattle event was a great success. More details here.

20 March
TiE, Bellevue, Mobile Advertising

27 March
Washington Technology, Seattle, Mobile Mania, Where’s the Money?

1 – 3 April
CTIA, Las Vegas

20 May
CommNexus, San Diego, Mobile Advertising Book Event and Panel

20-23 May
Future In Review, San Diego, Mobile Advertising: From Buzz to Biz

25 Jun
Structure08, San Francisco

26-27 Jun
Global Wireless Security Conference, Kuala Lumpur. Chetan will be giving a talk to leading CTOs and CIOs on Mobile Security trends and opportunities

Carnival of the Mobilists #114

Posted by chetan in : AORTA,BRIC,Carriers,CTIA,European Wireless Market,Indian Wireless Market,Mobile Advertising,Mobile Applications,Mobile Content,Mobile Ecosystem,Mobile Entertainment,Mobile Gaming,Mobile Search,Mobile Usability,US Wireless Market,Wireless Value Chain,Worldwide Wireless Market , 8 comments

COM returns to AORTA. Welcome.

Over the past couple of quarters, the mobile industry has been pretty active with a series of initiatives, milestones, and launches and our fellow Mobilists from around the world bring you the analysis, insights, and commentary of the major events, new initiatives, gaffes and goofs, startup action and much more.

The best from the last week are:

Since June 07, Apple has been capturing the headlines like no other company in the ecosystem. Michael Mace at MobileOpportunity gives a thoughtful analysis of Apple’s iPhone SDK. Abhishek Tiwari and Tricia Duryee (at Moconews) also look at iPhone’s SDK and wonder if Apple is the new carrier? More SDK analysis by Gábor Török.

Ajit Jaokar, author and the yeoman at OpenGardens writes another insightful post, this time on “The significance of Google Gears on mobile devices” follow-up from this one.

Russell Buckley at Mobhappy talks about the “Uniqueness of the Mobile Channel” especially from an advertising perspective. Jamie Wells of Mobilestance which focuses on the US Mobile Marketing Perspectives provides insights into Buzzd, a company founded by Nihal Mehta of ipsh! fame. Nihal is well-versed with the mobile market and Jamie’s interview gives information on this new startup.

Peggy Salz at MSearchGroove provides some insightful commentary on the state of mobile search, mobile advertising and social media. She has a good podcast with Kate Edwards, CEO of Jentro Technologies.

Andreas Constantinou at Vision Mobile does a couple of brilliant posts on summarizing “Learnings from the MWC 08” and lists his 10 predictions for MWC 09. Be sure to check out the Mobile Megatrends presentation as well.

Martin Sauter, author and curator of WirelessMoves opines on the overhyped battle between WiMAX and LTE. Media and analysts need some fights to keep things interesting 🙂

Dean Bubley at Disruptive Analysis in his usual analytical style makes the case for dismantling the control over the SIM card and by association, the SIM distributors.

Dennis Bournique of WAP Review provides a detailed review of WebClip2Go a content clipping service for your mobile devices.

Paul Ruppert – the Zenmaestro at Mobile Messaging 2.0 ponders on “what it means to be mobile?”

David Cushman at Fast Future writes about Microblogging and how twitter is enticing him into getting his iPhone.

Finally, some details on the Mobile Jam Session at m-trends. It is being hosted by Caroline Lewko and Rudy De Waele at CTIA in Vegas on March 31st.

Be sure to participate next time. Andrew Grill hosts the next Carnival. Send in your entries to mobilists at gmail dot com. Until next time, happy mobile daze ahead.

Book Tour: Stanford and San Diego

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After doing events up north in Vancouver BC and Seattle, we move south to Stanford University on 19th March and San Diego on 20th May. Mobile Momentum is organizing the Stanford event and CommNexus extended the invitation for San Diego. Thanks.

If you are in town, please do join us. For the Stanford event, please rsvp to stanfordevent at chetansharma dot com. More details here.

Details for CommNexus event will be available shortly.

There are a number of other events coming up where I will be participating. I will provide a complete list soon.

Opportunities and Challenges March 8, 2008

Posted by chetan in : Mobile Applications,Mobile Ecosystem,Speaking Engagements,Strategy,US Wireless Market , add a comment

Earlier this week, I gave a luncheon keynote at the Northwest Wireless Association – a WA state organization representing interests of the local ecosystem. Amongst other things, I talked about the opportunity areas and things that are challenging for the industry. Here is the list.

  • ¨Mobile Payments
  • ¨Convergence
  • ¨Mobile Advertising
  • ¨Connected-Home
  • ¨Security on device, Biometrics
  • ¨User Generated Content and Social Community
  • ¨Network Testing
  • ¨Enterprise applications
  • ¨Battery, Fuel Cells
  • ¨Mobile Agents
  • Essentially, Device becomes the remote control of our lives

    Challenges for companies, especially startups

  • ¨Fragmentation
  • ¨Noise
  • ¨Time-to-market
  • ¨Reaching Scale
  • ¨Attacking Global Markets
  • There is a myth percolating in the US industry that there is no growth left as we are approaching 85% subscriber penetration. Last year, we added almost 21 million new subscriptions. Though it dropped 7% from 2006, 21 million ain’t bad. Subscribers will continue to grow as cellular gets embedded in consumer electronics and consumers start owning multiple radios and we will continue to do 15-20M/year for the next few years. Also, the replacement market is very strong and people are replacing handsets at a much faster pace now given the onslaught of smartphones.

    More on the US market in the US Q407 and 2007 update coming up next week.

    The opening up of the iPhone March 7, 2008

    Posted by chetan in : Mobile Advertising , add a comment

    Computerworld does a good analysis on iPhone SDK (there is good commentary by Tricia on Moconews as well). It is interesting that the control of the carrier storefront (w.r.t. iPhone) moved from the Carrier to Apple. Apple will take a 30% cut of revenues. One thing is not clear. They indicated that for a free app there is not cut.

    But, what about ad-subsidized apps or pure advertising apps. They will be free but the revenue will come from advertising. Google’s apps for example? Will there be different arrangements with bigger players vs. smaller ones?