Mobile Future Forward – Preliminary Agenda Announced July 28, 2010Posted by chetan in : US Wireless Market , add a comment
Mobile Future Forward â€“ Seattle â€“ Sept 8th
We are putting together an exciting agenda for the mobile executive summit with an incredible line-up of speakers, thinkers and doers. The meeting of the minds will hopefully inspire you, help meet the "key" decision makers in the mobile ecosystem, and learn a thing or two about the future direction of the mobile industry.
Give us your one day and we will give you the next 5 years in mobile.
Registration and other information at http://www.mobilefutureforward.com.
Avail your discount by using the code FUTBOL (expires July 31st 2010)
In proud partnership with: Amdocs, Bango, Clearwire, Intel, Millennial Media, OpenMarket, Openwave, Real Networks, Wavefront, and ZTE
Sept 8th 2010
Registration Opens. Breakfast and Networking
Introduction and Welcome
Keynote – Stephen David, former CIO, Procter & Gamble
Keynote – Glenn Lurie, President – Emerging Devices, AT&T
Keynote – Anand Chandrasekher, SVP and GM – Mobile, Intel
10 – 10:30 am
Keynote – Takayuki Hoshuyama, CEO, D2Communications
Taking the pulse and where do we go from here
Mike Sievert, Chief Commercial Officer, Clearwire
Dr. Genevieve Bell, Fellow, Intel
Lirong Shi, President, ZTE
Subba Rao, CEO, Tata DoCoMo
12 – 1:30 pm
Network and Mobile Data Evolution 2010-2015
Wims Sweldens, President, Alcatel-Lucent
Neville Ray, Chief Network Officer, T-Mobile
Bob Azzi, Senior Vice President, Sprint
Matt Bross, CTO and Vice Chairman, Huawei
Sean Cai, Vice President – Advanced Wireless Technology, ZTE
Ken Denman, CEO, Openwave
Louis Gump, Vice President – Mobile, CNN
Jack Kennedy, Senior Vice President – Digital, News Corp
Omar Javaid, Vice President, Converged Media, Motorola
Paul Palmieri, CEO, Millennial Media
John Zehr, Senior Vice President, ESPN Digital
Rob Glaser, Chairman, Real Networks and Partner, Accel
mHealth – The Impact on Society and Global Health
Dr. Sailesh Chutani, CEO, Mobisante
Jon Stross, General Manager and Vice President, Babycenter.com
Dr. Boris Nikolic, Sr. Program Director, Bill and Melinda Gates Foundation
Dr. Greg Brandenberg, CEO, Columbia Basin Health Association
Dr. Suzanne Clough, Chief Medical Officer, Welldoc
3:30 – 4:00 pm
Evolution of Communication and Social Interaction
Christopher Dean, Chief Strategy Officer, Skype
Mario Quirez, Vice President – Product Management, Google
David Weiden, General Partner, Khosla Ventures
Joe Sims, Lead Partner, Booz&Co
Chamath Palihapitiya, Vice President – Mobile, Growth, Intl, Facebook
Mobile Cloud Computing – At the Tipping Point?
Hank Skorny, Senior Vice President – Media Cloud Computing, Real Networks
Brian Shepherd, President – Mobile Services and Marketing, Amdocs
Abhi Ingle, Vice President – Industry & Mobility Application Solutions, AT&T
Internet of Things
Amir Mashkoori, CEO, Kovio
Tony Lewis, Vice President – Open Development, Verizon
Danny Bowman, President – Integrated Solutions Group, Sprint
Mark Selby, Vice President – Industry Collaboration, Nokia
At the Intersection of Gaming, Social, and Commerce
6:00 – 8:00 pm
Adjourn, Reception, and Networking
Agenda subject to change
Register today at http://www.mobilefutureforward.com/register.html
40 Reasons to Attend Mobile Future Forward July 27, 2010Posted by chetan in : US Wireless Market , add a comment
Regular readers know, we have been slowing working towards Mobile Future Forward which is shaping us really nicely. For the folks still on the fence, here are the 40 reasons to invest your time in Mobile Future Forward:
Glenn Lurie, President, AT&T
Danny Bowman, President, Sprint
Subba Rao, CEO, TataDoCoMo
Lirong Shi, President, ZTE
Brian Shepherd, President, Amdocs
Mike Sievert, CCO, Clearwire
Louis Gump, VP Mobile, CNN
Paul Palmieri, CEO, Millennial Media
Dr. Sailesh Chutani, CEO, Mobisante
Abhi Ingle, VP, AT&T
Ken Denman, CEO, Openwave
Amir Mashkoori, CEO, Kovio
Stephen David, Former CIO, Proctor & Gamble
Dr. Genevieve Bell, Intel Fellow, Intel
Hank Skorny, SVP, Real Networks
Jon Stross, VP/GM – Babycenter
Krishna Vedati, SVP/GM – Mobile, AT&T Interactive
Christopher Dean, CSO, Skype
Jack Kennedy, EVP, News Corp
David Weiden, Partner, Khosla Ventures
Anand Chandrasekhar, SVP/GM, Intel
Chamath Palihapitiya, VP Growth/Mobile, Facebook
Rob Glaser, Chairman, Real Networks
Wim Sweldens, President, Alcatel Lucent
Takayuki Hoshuyama, CEO, D2Communications
Neville Ray, SVP, T-Mobile
Bob Azzi, SVP, Sprint
Mario Queiroz, VPâ€”Android, Google
Matt Bross, CTO/Vice Chairman, Huawei
Tony Lewis, VP, Verizon
Sean Cai, VP, ZTE
Mark Selby, VP, Nokia
Omar Javaid, VP, Motorola
Chris Murphy, Head Digital Strategy, adidas
Tim Chang, Partner, NVP
Dr. Suzanne Clough, CMO, Welldoc
Dr. Boris Nikolic, Program Manager, Bill&Melinda Gates Foundation
John Zehr, SVP, ESPN
Joe Sims, Partner, Booz&Co.
Dr. Greg Brandenberg, CEO, CBHA
More details at www.mobilefutureforward.com â€“ Hope to see you there.
American Public Media: The Coming Data Traffic Jam July 25, 2010Posted by chetan in : US Wireless Market , 1 comment so far
Had a chance last week to discuss mobile data congestion with John Moe host of Future Tense at American Public Media
The coming data traffic jam
07/23/10 09:35 AM
If you donâ€™t own a smart phone now, you probably will soon.
Hereâ€™s the picture from Wall Street: Nokia, which pretty much makes regular old cell phones, announced a 40 percent drop in revenues Thursday. On the same day, AT&T said they had a huge quarter with lots of new customers for the iPhone activated 3.2 million new iPhones last quarter. Meanwhile, research firm Strategy Analytics says smart phone shipments are up 43 percent worldwide.
Americans are ditching cell phones in favor of devices that can make calls AND check email AND update Facebook AND stream video AND you get the idea. In the process, weâ€™re flooding the data networks these smart phones rely on. Itâ€™s lots of fun now, but is it sustainable? Can the networks do what weâ€™re asking of them?
Mobile Industry 1H 2010 Assessment July 8, 2010Posted by chetan in : 3G,4G,AORTA,BRIC,Carnival of Mobilists,Carriers,CTIA,Enterprise Mobility,European Wireless Market,Gaming,Indian Wireless Market,Japan Wireless Market,M&A,Mergers and Acquisitions,Microsoft Mobile,Mobile Advertising,Mobile Applications,Mobile Content,Mobile Ecosystem,Mobile Entertainment,Mobile Event,Mobile Future,Mobile Future Forward,Mobile Gaming,Mobile Search,Mobile Traffic,Mobile TV,MVNO,Partnership,Smart Phones,Speaking Engagements,Strategy,US Wireless Market,Usability,VoIP,Wi-Fi,WiMax,Wireless Value Chain,Worldwide Wireless Market , 2 comments
Mobile Industry 1H 2010 Assessment
As the mobile world approaches the 5 billion subscription landmark, it is time to do a half yearly assessment of 2010. We will have our official Q2 2010 analysis for the US market in Aug and the global analysis for 1H 2010 in Sept after all the numbers are in. In the meantime, it might be worthwhile to take a stock of the first 6 months, the ensuing trends and what they mean for the long-term.
Mobile Ecosystem has become much more complex
In case you didnâ€™t notice, the competitive landscape has changed significantly over the last 6-12 months. The fine line between partners and competitors can get obliterated in a quarter. Apple is competing with Cisco, Comcast is going after AT&Tâ€™s business, Visa and Verizon want to be the payment channel of choice, Amazon is gunning for Microsoftâ€™s enterprise business, Kodak is competing with Yahoo, so on and so forth. One product launch, one acquisition, can change the game in an instant. And this is only the beginning.
Network evolution: more capacity, more bandwidth, tremendous usage
We have covered this topic in detail in our paper – Managing growth and profits in the Yottabyte era. As we had predicted, the tiering of pricing plan has started in the US which is actually a good thing. It will force some discipline and technology innovation to solve the longer-term problem of network congestion. While AT&T got things in motion, market forces will take care of the right pricing and GB levels in the coming months. Data consumption on TeliaSonera and Clearwireâ€™s network is a good indicator of whatâ€™s to come with 3-4x the usage compared to its counterparts.
New sources of revenue: mobile advertising, commerce, and more
Regular readers know that we have been bullish on the mobile advertising space for a long time. Over the last 6 months or so, some of the pieces are coming together though significant amount of work remains. Sergio Zyman, former CMO of Coca Cola once said â€œThere is only one rule: advertising must sell.â€ And nothing will sell better than mobile. Period. While North America and Western Europe have been slow to wake up to the mobile commerce opportunities, in Japan, it is already a multi-billion dollar industry. Several trials are underway that are going to help open up the western market in the next 12 months for significant opportunities. In fact, the pie for the mobile services will keep on growing bigger but so will the number of players who want a piece of it. This will set up an interesting tug-of-war for the next couple of years
Itâ€™s the iPhone, dude!
Just when the competitors think they are all caught up with Apple, Steve Jobs and co. releases a new product that raises the bar further. Google, Samsung, HTC, LG, Motorola have done well in emulating Apple while Microsoft and Nokia have fallen behind. The embarrassing launch and demise of KIN is a example of how confused things are for some of the players. While both Microsoft and Nokia are capable for mounting good comebacks, it will take more than an org change and a sprinkle of holy water. Android will easily outsell iPhone just by the law of arithmetic but Appleâ€™s secret weapon is iTunes. With over 150M billing relationships, it has fostered a great apps ecosystem that others will find hard to replicate entirely. While some point to Appleâ€™s tiny marketshare, wall street looks at the fat margins – rewarding Apple by making it the most valuable technology company surpassing Microsoft in a major tech tremor. Google has run the mobile chess game with great acumen so far. Despite the Nexus experiment, the explosion of the superphone category has gone according to the plan. Overall, most of the western operators are selling smartphones at 50%+ levels each quarter.
Always On Real-Time Access
The always-connected vision of the late Mark Weiser is finally approaching some realization. Mobile is so perfectly suited for cloud computing. The younger generation is growing with the expectation that they can get access to any content from any device anywhere. The constraints and friction that doesnâ€™t allow them to do that is just not acceptable. As such, the mobile industry is scrambling to provide tools and technologies that help the digerati access content at will. All this has to be designed and developed against the current network, content, and device constraints and evolution paths. Whether it is access to music or movies for a 15 year old or availability of the entire corporate knowledgebase, information will need to be available at a touch of a button. Companies big and small are investing in the infrastructure and software tools to make this happen. We are likely to see some interesting launches in the next 12 months.
Battle for the analytical mind – data, context and intelligence drives everything
Many people donâ€™t realize that the battle for the consumer of 2015-2020 has already begun. The company that has the best understanding about the most consumers will have a pole position in the mobile ecosystem. Players like Google, Apple, Amazon, Mastercard, Microsoft, Facebook, Twitter, China Mobile, Disney, AT&T, Vodafone, Motorola, and others are amassing a lot of information on individuals. Besides Google and Apple, Facebook has quietly become one of the most important players in the mobile ecosystem with its phenomenal reach across many countries, tremendous stickiness of the app, and innovative onboarding process of the carriers. Of course, data is a double edged sword – it can provide enormous benefits to consumers in terms of intelligence, experience, and engagement and can also prove to be problematic when privacy and data breaches happen. In fact, that will be one of the tightest ropes many including the regulators will have to walk this decade – figuring out what they call in Swedish – logam – the right balance.
Apps vs. the Web
Recently, the ecosystem has been more enamored with the apps vs. the web debate than the early departure of Brazil and Argentina from the world cup. It is rather a silly debate. As we mentioned in our apps economy paper, both worlds will coexist for a long time. What matters for the developers is the â€œreachâ€ of a certain platform or technology and the â€œcostâ€ and â€œpotentialâ€ of that reach. For the user, the only thing that matters is whatâ€™s available on â€œtheirâ€ device. Obviously, the capabilities of the mobile browser will grow over time and it will make more sense to build certain category of applications for the web vs. on the native platforms but developers live and die in the present.
Internet of Things
Nokia took the leadership stance of announcing that all of their smartphones by the next year will have NFC. You can expect pretty much all major OEMs following the same trend which means that hundreds of millions of devices will be equipped with a chipset that will enable new experiences, applications and services. Though we still need to do a lot of work to complete the end-to-end ecosystem, we are getting close. Further, all major carriers have created separate units to address the M2M and emerging devices opportunity. iPad showed whatâ€™s possible – it fundamentally created a new leisure computing category. Also, iPad (and similar form factor devices) will find good usage in the enterprise as well. Pretty soon, it will be hard to imagine a computing device without the communication capability. Operators will have to release pricing plans to accommodate such an evolution.
Nurturing ecosystems – fight for the developer mindshare
It is good to be a developer in 2010. The success of many players goes through developersville. The love fest wonâ€™t last forever though, it will depend on how vibrant the various ecosystems become and how profitable individual developer shops are over the course of time. One thing Microsoft did very well with the windows empire was to create a web of partners and developers who were incented to use the tools and develop for the platform. In a more fragmented world of mobile, things are a bit complicated. Developers donâ€™t have time or the energy to go after the newest, shiniest toy, what matters in the end is the â€œcostâ€ to develop, â€œreach/distributionâ€ of the platform, and â€œpotentialâ€ of the reach. Players who donâ€™t consciously make an effort to make developers thrive in their ecosystem will see their developer efforts collapse like house of cards. While the media attention is squarely on iOS and Android, we are not heading down the duopoly path as the dynamics of the mobile ecosystem are significantly different from that of the PC. RIM, Nokia, Samsung and others will do well, the fight is over the relative rankings in the pecking order.
Shifts in the revenue sand dunes
By the end of 2010, the global ondeck revenues will be overtaken by the offdeck revenues. As the smartphone penetration grows, it is less likely that the user will purchase VAS from the operator. While the carrier gets a healthy access revenue of $15-40 or more/month, the VAS business is shrinking for many. Some operators are trying to extract some value but are likely to follow T-Mobileâ€™s path and give up on the smartphone appstore eventually. On the featurephones and probably low-tier smartphones, operator do have a role to play but perhaps some of it can be outsourced to other appstore providers so that they can focus on higher-margin services. We are going to see a readjusting of the appstores again in the next 12-24 months with the weaker ones whittling away from the landscape.
New experiences – display, interaction and commerce
The man-machine interaction took a significant leap with the introduction of the iPhone. Now the touch-interface is embedded in our evolutionary genes. There is significant work going into accomplishing more with less friction with the help of new interfaces and experiences that can like trying out a new outfit in front of a mirror – at home or in the store and with a flick of finger – choose the color, purchase it, and get it shipped. The amount of time it takes to â€œaccomplish any given taskâ€ is going to reduce dramatically. With the help of contextual sensors, extreme personalization, and brainiac software, we will take automation to a new level. This will lead to new experiences that will enable more commerce, social interaction and participation, and general awareness and intelligence about every day things. Examples like Kinect, Augmented Reality, Projection displays are just the start of the decade when the display and interaction paradigms will be fundamentally redefined.
Reallocation of revenues – winners and losers are decided in reallocation
If we take a look at the spending habits of the US consumers on â€œaccess and communication servicesâ€ which includes the spending on Telephone, Cable, Internet, and Cell phones, the total â€œaccessâ€ spending over the course of last decade has been consistently around 4% of the total personal income per capita. However, the share of each of the services has been changing steadily. Telephone used to have 65% share of the spending but is going to be below 30% by end of 2010. Others have been climbing at the expense of telephone revenues, especially the cellphones which since 2007 command the highest share. So, the overall spending has stayed constant while there has been significant reallocation of spending. Similarly, within cell phone services, data has gone from being less than 1% of the overall revenues to over 35% in 2010 and is going to be more than 50% of the overall revenue mix by early 2013. Mobile operators will need to figure out how to manage these reallocation undercurrents and maintain the overall life time value of the customer. It will come from re-architecting of the business and technology practices as well through the introduction of new services.
Mobile takes off in Verticals
Mobile has become a full-fledged computing platform and other industries are taking notice. There is significant work going on in the mHealth, mRetail, mCommerce, mEducation, mEnergy, and others to keep things busy for the next few years. There are some really innovative startups focused on making use of the computing power that the device affords and turn them into full-fledged medical instruments. Add the communication bit and you can see the revolution happening in front of your eyes. The impact on saving lives and quality of health care will be tremendous – worldwide. The regulators and the legacy players will need to keep up. As we mentioned before, the NFC wave is coming and if all goes well, it will change the retail experience. Stay tuned.
(Mobile) World is flat
There is a significant readjusting of players going on right now with some of the Asian players flexing their muscles for dominant share of the market. Competition is driving more M&A, the gravity of the mobile data world is slowly shifting from Japan and Korea to the US with Verizon overtaking the long time leader NTT DoCoMo in terms of quarterly mobile data revenues. Indiaâ€™s Bharti became the number 5 operator after completing the acquisition of Zain. On the device front, Samsung and LG have been ferocious in their pursuit of marketshare and have been rewarded well by their performance esp. in the North American market. HTC has undergone metamorphosis and has become a serious competitor. Many non-traditional brands like Dell, Garmin, HP, Cisco are also flexing their muscles in the space that has become the computing battleground. On the infrastructure front, ZTE and Huawei are going to make life difficult for some of the players. We can expect the big â€œM&Asâ€ to continue as the industry consolidates around the top 3 players in different markets and sectors. The local skirmishes will spill into the global arena. North American operators have been curiously silent on the global front. Being the most lucrative mobile market probably has something to do with it but we can expect some of the bigger players to go shopping in the coming days.
The much-awaited national broadband plan was finally unveiled earlier this year. The current FCC has done a good job of engaging the industry and informing the citizens, better than its predecessors. It is also taking a deeper interest in setting up guidelines for the industry. The Comcast ruling was a setback but FCC is moving ahead with its plans. It will be interesting to see the execution details and how things pan out over the course of this decade. Similarly, regulatory agencies in other nations are acutely aware of the role broadband plays in nations economy and competitiveness and what they need to do keep their country on track. The mad scramble for more spectrum is underway. FTC is also keeping a close eye on the mobile industry for privacy related violations. If someone has any doubts of how much regulators are likely to get involved in this matter should read through the settlement between the FTC and Twitter.
Scenario Analysis – more changes in the next 10 years than in the previous 100
Despite all the commotion, the excitement, and the turbulence in the ecosystem, the trajectory of the winners and losers is not set. Like the Chaos theory, a lot depends on how the dynamic elements of the mobile universe effect and react to changes. Players will do well to have strategies in place per scenario so they can adapt quickly and keep the mother ship in the right direction. We can expect more changes in the next 10 years than in the previous 100. The triggers for various scenarios will vary – regulatory, competitive, technology, business model, consumer adoption, economic – each of these can have an impact on how a trend becomes the fact of life.
To discuss all these trends and more, we are putting together a unique Mobile Future Forward Executive Summit and are fortunate to have the company of some of the sharpest minds in the industry, folks who both have the vision to shape the evolution and the authority to invest billions of dollars this decade to make things happen. Hope to see you in Seattle on Sept 8th.
First 25 readers to use the discount code FUTBOL get $200 off the regular price.
Abhi Ingle, VP, AT&T; Amir Mashkoori, CEO, Kovio; Anand Chandrasekhar, SVP & GM, Intel; Bob Azzi, SVP – Network, Sprint Nextel; Chamath Palihapitiya, VP – Growth, Mobile, Intl, Facebook; Christopher Dean, Chief Strategy Officer, Skype; Danny Bowman,President, Sprint Nextel; David Weiden, General Partner, Khosla Ventures; Dr. Boris Nikolic, Sr. Program Officer, Global Health & Discovery, Bill & Melinda Gates Foundation; Dr. Genevieve Bell, Intel Fellow & Director, User Experience, Intel; Dr. Greg Brandenberg,CEO, Columbia Basin Health Association; Dr. Sailesh Chutani, CEO, Mobisante; Dr. Suzanne Clough, Chief Medical Officer, WellDoc; Glenn Lurie, President, AT&T; Hank Skorny, SVP, Media Mobile Cloud Computing, Real Networks; Jack Kennedy, EVP, News Corp; Joe Sims, Lead Partner – Digital Convergence , Booz & Company; Jon Stross, VP & GM – Babycenter, Johnson & Johnson; Ken Denman, CEO, Openwave; Krishna Vedati, SVP & GM – Mobile, AT&T Interactive; Lirong Shi, President, ZTE; Louis Gump, VP Mobile, CNN; Mario Queiroz, VP – Product Management – Android, Google; Mark Selby, VP, Nokia; Matt Bross,CTO and Vice Chairman, Huawei; Michael Sievert, Chief Commercial Officer, Clearwire;Neville Ray, Chief Network Officer, T-Mobile ; Omar Javaid, CEO, BBDO; Paul Palmieri, Founder and CEO, Millennial Media; Rob Glaser, Chairman, Real Networks and Partner, Accel;Sean Cai, VP – Advanced Technology, ZTE; Stephen David, Former CIO, Proctor & Gamble;Subba Rao, CEO, TataDoCoMo; Takayuki Hoshuyama, CEO D2 Communications; Tony Lewis, VP, Verizon; Wim Sweldens, President, Alcatel-Lucent
Each panel discussion will involve luminaries/experts on specific topics, for e.g.
M2M/Internet of Things
Danny Bowman, President, Sprint
Amir Mashkoori, CEO, Kovio
Tony Lewis, VP, Verizon Wireless
Mark Selby, VP, Nokia
Evolution of Communication/ Engagement
Christopher Dean, Chief Strategy Officer, Skype
Chamath Palihapitiya, VP – Mobile, Facebook
Mario Queiroz, VP – Android, Google
David Weiden, General Partner, Khosla Ventures
The size of the panel will be small and the time duration long so we can delve deep into the issues and questions. For more details, please visit http://www.mobilefutureforward.com
Your feedback is always welcome.
Disclaimer: Some of the companies mentioned in this paper are our clients.US Wireless Market , add a comment
Talked to Businessweek about the pricing plans, data consumption and all things smartphones
More U.S. adultsâ€”particularly African Americans and Hispanicsâ€”are using smartphones to e-mail, network, surf, and send video, says Pew Research
By Olga Kharif
Smartphone use is gathering steam in the U.S., new research shows. Forty percent of American adults use their cell phones to surf the Web, e-mail, or use instant messaging, according to a study from Pew Research Center in Washington.
That’s up from 32 percent a year ago, based on Pew’s survey of 2,252 adults ages 18 and older that was released on July 7. "The smartphone has really penetrated the mainstream of American society," says Aaron Smith, a Pew research specialist. In the first quarter, smartphones accounted for 34 percent of all mobile handsets sold in the U.S., up from 31 percent in the fourth quarter of 2009, according to consultant NPD Group.
A separate report suggests that smartphone growth may ebb in the second half of the year as high unemployment and the oil spill in the Gulf of Mexico curb consumer confidence and curtail demand for some nonessential services. "Remarkable smartphone-penetration growth is going to slow down," says Tero Kuittinen, a senior analyst at MKM Partners, an institutional equity trading and research firm in Stamford, Conn., in an interview. After rising for three consecutive months, the Conference Board’s Consumer Confidence Index dropped in June to near the level it reached in March. The index is based on a survey of 5,000 U.S. households and reflects consumer sentiment about the economy.
Amid economic woes, the next smartphone growth spurt may come from cheaper devices. "Specifically, consumers want smartphones priced at $100-$190, and our research finds little supply in this price range," Kuittinen wrote in a July 6 MKM report. To keep sales up, device manufacturers may have to face faster-than-expected price drops through 2011, he says. Phone makers such as Huawei and LG (066570:KS) are expected to push into lower-priced smartphones in the next year.
WEB ACCESS VIA OTHER DEVICES
To spur adoption, carriers may need to keep slashing prices on their cheapest smartphone plans as well. AT&T, the second-largest U.S. mobile-service provider, introduced a $15 limited data plan on June 2. In six to nine months, the average smartphone user will pay just $10 a month for data connectivity, down from $15 today, estimates wireless consultant Chetan Sharma. "The barriers to getting data plans are coming down," he says.
Less-expensive data plans may encourage additional consumers to access the Web via smartphones and other mobile devices. Some 3 percent of respondents in the Pew survey own a tablet PC such as an iPad. About 60 percent of them have used the device to access the Internet. About 4 percent own e-book readers such as Amazon.com’s (AMZN) Kindle and almost half use the gadgets to access the Web.
Overall, 59 percent of adults in the U.S. go online wirelessly, via Wi-Fi or mobile connections, on cell phones and laptops, up from 51 percent a year ago, according to the Pew report. Among all cell-phone owners, 54 percent used their devices to send photos and videos, 23 percent accessed a social networking site, and 11 percent made a purchase.
Older adults are venturing onto the mobile Web in larger numbers, too. Some 43 percent of people between the ages of 30 and 49 access the Internet, up from 31 percent a year ago, the study showed. Those people are also more likely to send or receive e-mails and instant messages. African American and Hispanic consumers remain at the forefront of mobile-Web adoption. More than 50 percent of English-speaking Hispanic users access the Internet on their phones, compared with 46 percent of African Americans and 33 percent of Caucasians, the Pew study found. "For many Americans, their cell phone is one of the essential utilities of modern life," says Pew’s Smith.
Kharif is a reporter for Bloomberg Businessweek in Portland, Ore.US Wireless Market , add a comment
MobileBeat 2010, VentureBeatâ€™s third annual conference on the future of mobile, is less than a week away! Recently added to the program is John Donovan, CTO of AT&T Operations, who completes a powerful keynote lineup that includes Phil McKinney, VP & CTO of HP’s Personal System Groups, Omar Khan, Chief Strategy Officer of Samsung, and Omar Hamoui, AdMob founder and now Google’s VP of Mobile Ads. Newly added panelists include Christy Wyatt of Motorola Mobile Devices, Pooja Midha of MTV Networks Digital and Ian McKerlich of T-Mobile who join a stellar array of insiders such as Erick Tseng of Facebook and Kevin Thau of Twitter.
Click here and use promo code "VB-Chetan" to get 15% off.
This year’s new two-day format will explore "The Year of The Superphone and Who Will Profit", and will be held on July 12-13 at The Palace Hotel in San Francisco. Heavy-hitters from all sectors of the mobile ecosystem are assembling at MobileBeat 2010 to discuss, debate, and explore who’ll win in the midst of the superphone revolution, and why. Find out which of the growing number of mobile platforms is winning the hearts and minds of developers with T-Mobile, Google Mobile, Symbian and Angry Bird. Take on the subject of location with Twitter’s Director of Geo, Location Labs, SCVNGR and Booyah. Hear about what’s next on the horizon of the hot mobile gaming arena with Zynga, Moblyng, Chomp and PapayaMobile.
You’ll also get a peek at 20 of the hottest new mobile startups in the applications and infrastructure/services categories as they present live onstage at the MobileBeat 2010 Startup Competition. Help select the ones most likely to shake up the mobile world. Winners will receive VentureBeat’s coveted Tesla Award.
– John Donovan, CTO AT&T Operations
– Phil McKinney, VP & CTO of HP’s Personal System Groups
– Omar Khan, Chief Strategy Officer of Samsung
– Omar Hamoui, AdMob founder and now Google’s VP of Mobile Ads
Move over, Telcos, Here comes Silicon Valley
– Samir Argawal, Nokia, Head of MeeGo software development
– Kevin Thau, director of mobile, Twitter
Mobile Platforms 1: the Future Struggle Among the Titans
– Christy Wyatt, SVP Motorola
– David Ko, Yahoo! SVP, Audience, Mobile and Local, North America
– Alan Brenner, SVP at RIM
Mobile Platforms 2: Who is Winning the Heart of Developers?
– Jason Spero, Director, Mobile, Google
– Ian McKerlich, T-Mobile, Director of Mobile Content
– Oliver Gunasakera, Symbian
– Peter Vesterbacka, Angry Bird
Building a Successful Mousetrap
– Russ McGuire, Sprint, VP of Strategy
– "Tyler Lessard VP, Global Alliances and Developer Relations RIM
– Ilja Laurs, founder and CEO, GetJar
– Laura Merling, Alcatel-Lucent, Vice President Developer Plat. and Programs
It’s 5pm. Do You Know Where Your Friends Are?
– Othman Laraki, Director Geo, Twitter
– Tasso Roumeliotis, Location Labs, Founder & CEO
– Seth Priebatsch, Chief Ninja, SCVNGR
– Keith Lee, CEO, Booyah (MyTown)
Enabling Mobile Games
– Stewart Putney, Founder and CEO, Moblyng
– Ben Keighran, Chomp, CEO & Co-Founder
– Si Chen, PapayaMobile, CEO
For a complete list of speakers, panels, and breakout sessions, check out the full agenda here.
Chetan Sharma Consulting will be attending. If you want to meet, give us a shout.
Mobile Future Forward: Participant Profile July 6, 2010Posted by chetan in : US Wireless Market , add a comment US Wireless Market , 1 comment so far
Talked to Greg at Businessweek about the mobile data consumption trends. Regular readers shouldnâ€™t be really surprised by this. We knew this for a couple of years 🙂 sometimes it just takes a bit long
AT&T’s switch from unlimited plans may set the tone for U.S. carriers
When AT&T (T) announced on June 2 that it would stop offering an unlimited wireless data plan, it said 98 percent of its customers would save money with the change. About two weeks later, Verizon Wireless Chief Financial Officer John Killian said the largest U.S. carrier may soon follow suit and switch from all-you-can-eat data programs to tiered pricing.
The savings for half those AT&T customers, however, may disappear by 2013, says independent wireless analyst Chetan Sharma. Here’s why: Under the new plan, 2 gigabytes of data will cost $25 a month; each additional GB will cost $10. (The unlimited plan, still available to customers who signed contracts prior to the switch, costs $29.99.) Sharma, who has consulted for Motorola (MOT) and Qualcomm, predicts the average customer will consume 4 GB of data a month within three years, up from 150 megabytes in 2009 and an estimated 320 MB by yearend, noting that 4G networks, fully in place by mid-2012, will accelerate consumption.
Increasingly versatile and powerful devices such as Apple’s (AAPL) iPhone and iPad and HTC’s EVO are encouraging users to suck up more data. Verizon will begin selling the iPhone in January, as reported exclusively by Bloomberg News. AT&T, the No. 2 carrier in the U.S., says listening to 2.5 hours of streamed music a day adds up to 2.2 GB of data per month. Streaming a feature-length film to a mobile device eats up about 200 MB. "The downloading of video is really driving data usage," says Greg MacDonald, an analyst at National Bank Financial.
AT&T’s data-cap plan remains the exception in the U.S., but the billing method is commonplace in Europe. The move comes as landline revenues are shrinking and data is providing a fast-expanding portion of AT&T’s bottom line. Wireless data revenue rose 30 percent for the company in the first quarter, to $4.1 billion, while landline voice revenue fell 12 percent, to $7.5 billion.
Sprint Nextel (S), the third-largest U.S. wireless carrier, says it has no immediate plans to change its pricing. "It’s inevitable that most of the U.S. carriers will switch to tiered pricing as the usage continues to go up," says MacDonald.
The bottom line: As mobile data use per customer accelerates, other U.S. wireless providers are likely to follow AT&T and change their pricing policies.
Bensinger is a reporter for Bloomberg News.
In case you missed … July 1, 2010Posted by chetan in : US Wireless Market , add a comment
Happy July. Articles from June ..
CNBC – Mobile Apps
San Diego Union Tribune – Low end of smartphones gets lift
Techflash – Morning Browse
Businessweek – AT&T’s money-saving plans will cost users more
Mercury News – Apple apologizes for iPhone 4 glitches
Wireless Week – T-Mobile Expands HSPA+ Coverage
PC Magazine – The Fastest Mobile Networks 2010
TelecomTV – AT&T brings tiered mobile data pricing to the US
San Jose Mercury News – AT&T to stop offering "all you can eat" data plans
Mobile Entertainment – Nokia: We aspire to Apple’s user experienceUS Wireless Market , add a comment
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