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2013 – The year in mobile December 23, 2013

Posted by chetan in : 4G, 4th Wave, Applications, Chetan Sharma Consulting, Connected Devices, Devices, Disruption, Enterprise Mobility, European Wireless Market, Fourth Wave, IP Strategy, Intellectual Property, Mergers and Acquisitions, Mobile 2013, Mobile Applications, Mobile Future Forward, US Wireless Market, Wireless Value Chain, Worldwide Wireless Market , 41 comments

Mobile Predictions 2014 Survey: We launched our annual mobile predictions survey for 2014 last week. For all of you have already contributed – many thanks! Rest – will appreciate you filling out the short survey and helping us in analyzing 2014. We even have prizes J. We will have the full analysis from the survey during first week of January.

2013 – The year in mobile

Just like there is no “year of electric cars” or “year of razor blades” or “year of the Greek yogurt,” there is no “year of mobile” or “year of this or that.” However, as we have seen over the 30+ years of mobile evolution, the next year is better than the previous one and so on and so forth. So, 2013 ends in the long tradition and continuum of human endeavor to make significant progress in multiple mobile dimensions and make an impact on individuals and societies alike. 2013 proved that connectivity has become the core of our fabric and we are entering the “connected intelligence era” that will enable the Golden Age of Mobile.

In no particular order, here were some highlights of mobile 2013:

Number of mobile subscriptions ~ humans: the total number of mobile subscriptions got tantalizing close to the number of humans on the planet. Next year, we will go past the milestone but it shows the pervasiveness and strength of the mobile technology that it has become the basic part of our Maslow’s hierarchy.

More data please: As smartphones approach the 2B mark, the data appetite of consumers showed no signs of abating. In Sweden, the mobile broadband subs are consuming over 7GB/mo. In the US, some Android devices are consuming over 4 GB/mo on average. Operators will need to continue to refine their pricing and margin models as the demand for more spectrum will continue.

The dominance of Samsung and Apple: The tussles in the device segment has all the intrigue and juxtaposition of a Shakespearean drama and the ups and downs of a Pavarotti’s masterpiece. Through sheer muscle tenacity and the execution speed of Usain Bolt, Samsung was able to firmly dominate 2013 despite Apple’s grip on the high-end smartphone market. These two account for almost 50% of the smartphone shipments and almost all of the profits in the space. Apple continued to set the tone for the market with the launches of new iPhones and iPads. Though iOS trails Android in raw deployment, it trounces it in consumer usage. It is also remarkable how quickly consumers upgrade to the latest iOS in stark contrast with the Android fragmentation. Apple finally got access to the big Chinese market.

The disappearance of the legacy device brands: Nokia, Motorola, and RIM were dominant players a few years ago but Apple ensured the smartphone script is rewritten. They all made serious strategic errors one after another and while Nokia and Motorola have found new families to host their aspirations, their story should be a reminder of the turbulent cycles of the device business and that the complacency virus spares no one. The rise of the local OEMs should keep everyone on their toes in 2014.

Android juggernaut: In 2013, Android continued to create distance with Apple in terms of downloads, easily going past the mind boggling 1 billion milestone. Android has changed the industry for the better. While there is trouble in the house, Android will continue to play a major role in the device and app ecosystem in 2014.

The growth of OTT Services: As we discussed in our 4th wave paper earlier this year, OTT Services will be the biggest growth segment for the next decade. In 2013, the segment grew 50% ahead of any other telecom segment. Young IP messaging stalwarts fundamentally altered the messaging landscape with Whatsapp performing exceptionally. SMS usage and revenue numbers were impacted worldwide.

The digital revenue streams are very distributed with diverse players such as Facebook, Twitter, Starbucks, Expedia, Uber, Pandora, Amazon, AT&T, Telefonica, Verizon, DoCoMo, Netflix, China Mobile, Rovio, Square, Softbank, Ebay, Hertz, Apple, Google, and Microsoft. In our work with players around the world this year, it is clear that there is significant energy and application in mining the opportunities on the 4th wave. With nascent efforts in Bhutan, Vietnam, Malaysia to moonshots in the US and Europe, mobile is rewriting the rules in virtually every industry. Fasten your seat belts for another fast paced year in 2014.

Post-PC beat PC+: Apple expertly wrote the post-PC narrative and while the PC+ crowd has a legit argument, perception is often reality and there in no doubt that from here on out, the industry will be talking about the post-PC world in one voice. Even Microsoft will grudgingly admit to the transition and likely shift its strategy accordingly. As we wrote long time ago, Tablets have fundamentally altered the computing paradigm. In our SMB research released earlier this year, it was clear that smartphones and tablets are the tools of choice for the enterprise and that is not only altering the device business but also the software landscape. Mobile broadband, the cloud, and the applications are altering the enterprises – big and small. Microsoft should take solace from a tough year of progress. Blackberry is practically done and Microsoft has established itself as the distant but a viable third mobile ecosystem. Had it not been for a series of strategic mistakes, Microsoft might have made better inroads in 2013.

LTE launches: LTE is the fastest growing generation of cellular technology in the history. With over 250 networks launched, the desire to launch IP networks quickly is on top of the agenda. US leads with all major operators having substantial LTE deployments but other nations are fast catching up. While there has been quite a bit of focus on LTE, WiFi has been emerging as the white knight and its importance only grew in 2013 with 60-70% of the mobile data traffic being carried by WiFi networks in most of the countries. It might lead to some interesting business models in the coming years. 5G entered the industry lexicon.

M&As: It is natural for fast growing and competitive industries to consolidate. 2013 wasn’t any different. There were some blockbuster and expected M&As: Microsoft acquired Nokia, Softbank surprised with Sprint/Clearwire acquisition, Verizon finally got hold of its destiny from Vodafone. As we have eluded to several times in our past research notes, we expect the global M&A to continue with several block buster deals slated for 2014. Stay tuned.

Patent wars: In maturing markets, patent wars are the unfortunate part of the ongoing battle for dominance. Mobile saw its share of patent wars. With roughly quarter of the USPTO grants becoming mobile related, it shouldn’t come as a surprise though.

Regulatory tussles: Regulators are generally always behind in understanding a fast growing industry. It was clear in 2013, that the convergence of the computing and communications world has left the regulatory world woefully short of expertise and imagination. Governments around the world will do better by hiring folks from the industry to get a grip of the fast-paced every-changing dynamics of the mobile world as the very competitiveness of a nation depends on it. From spectrum to privacy, from competition to commerce, regulators need to get up to speed on unexpected trajectories of the new world.

Security and Privacy: From Snowden revelations to industrial espionage, from credit card data loss to enterprise security, the security and privacy of mobile data, applications, networks, and devices became front and center of the security and privacy debate.

Operator disruption plays: In the telecom space, the #4 player generally doesn’t have a big impact on the overall mechanics of the industry. However, when it has nothing to lose, it can provide a potent dose of disruption to the market. Free in France and T-Mobile in the US were examples of that this year. In France, by offering cheap mobile data services at low margins, the newcomer altered the economics of the segment tumbling the incumbent revenues by 10%. In the US, through a series of financial and marketing maneuvers, T-Mobile was able to alter its net-add trajectory and had meaningful sub gains for the first time in three years. Also, for the first time, T-Mobile forced the top three to react to its moves and not the other way around. It also inspired other smaller players in other countries to rethink their strategies.

Connected devices: The promise of M2M and connected devices has been there for some time. Internet of Things has morphed into the gimmicky Internet of Everything. While the hockey stick curve hasn’t arrived yet, there was plenty to celebrate with the introductions of Google Glasses, wearables, smart watches, connected autos, glamorous thermostats, winking light bulbs, home security and energy management solutions and much more. GE is spending billions for its “industrial Internet” initiative. A nice platform has been set for continued feverish growth and product introductions in 2014.

Mobile’s impact on commerce: Mobile is changing every industry but its impact on commerce is particularly notable. In the 2013 holiday season (according to IBM), mobile made 17% of the online sales increasing over 55% from 2012. Tablet users spent $126/order.

Meteoric rise of mobile apps: In 2010, we evaluated the impact mobile apps will have on the industry. Much of the growth has been expected, however the players who lead in revenue and downloads have fluctuated across the various platforms. In 2013, Google started to match Apple in downloads though Apple easily wins in the revenues category and thus still remains more attractive to the developers though the gap is closing.

There was much more – Twitter IPO, Surface, Moto X, spectrum scandals, Facebook’s love for mobile, Google mobile advertising dominance, the rise of the Chinese OEMs, decline of HTC, and several other events captivated our attention.

I am positive that 2014 is going to be another terrific year for mobile. The progress and surprises will come from all quarters. New players will emerge, new business models will take hold, and we will make significant progress. I am also sure that you all will do your part in shaping the mobile cosmos.

Would love to hear from you. How was your 2013? And what are you looking to do in 2014 that will change the mobile world? Please be sure to fill out our annual predictions survey for 2014.

With best wishes for an outstanding 2014.

Yours truly

Chetan Sharma

Request for Input–Mobile Predictions Survey 2014 December 16, 2013

Posted by chetan in : US Wireless Market , 1 comment so far

Dear friends,

Trust that the end of a fabulous mobile year is treating you well. Wish you and yours a very happy holiday season and best wishes for a terrific 2014.

As is the tradition, we are doing our 7th Annual Mobile Predictions Survey for 2014. I would like to request your input in the process. We rely on our community and colleagues to help us understand the trends for the upcoming year. (Previous surveys – 2008-13 - http://chetansharma.com/research.htm)

The questions are:

1. What was most newsworthy in Mobile 2013?

2. What will be the biggest mobile stories of 2014?

3. Who are the top 4 important players in the mobile ecosystem?

4. What will be the breakthrough categories in mobile in 2014?

5. What will be the most popular consumer mobile applications in 2014?

6. Which will be the most dominant tablet platform in 2 years?

7. Who will make the biggest mobile acquisition in 2014?

8. Who will dominate the mobile payment/commerce space?

9. Which solutions will gain the most traction for managing mobile data broadband consumption?

10. Which category will generate the most mobile data revenue in 2014?

11. Which European operator is likely to emerge stronger from the weak economic climate?

12. When will mobile commerce be greater than ecommerce?

13. The company bringing the most successful mobile gadget of the year - 2013 and 2014?

14. Which platform has a credible shot at becoming a viable and durable 3rd ecosystem in mobile?

15. Mobile company of the year - 2013 and 2014?

16. Which of the following are likely to happen in 2014?

17. Which operator is best positioned for the digital world?

18. What category will be impacted the most by mobile in the next 5 years?

19. Which segments are likely to get disintermediated the most by algorithms in the next 5 years?

20. Who was and will be the mobile person of the year?

The survey is available at https://www.surveymonkey.com/s/N6WPLZQ

As an incentive, we will be giving away 10 copies of our exclusive edition Mobile Future Forward 2013 book (Mobile 4th wave: Mining the trillion dollar opportunity) that is a collection of essays and interviews from some of the most influential mobile executives on the future of mobile.

Deadline: Dec 30th. Results will be released in early January.

Thanks and see you in 2014.

Chetan

New Paper: Mobile Apps Privacy Framework For Consumer Transparency and Control November 19, 2013

Posted by chetan in : 4th Wave, AORTA, Privacy, Security, US Wireless Market, Usability, Wireless Value Chain, Worldwide Wireless Market , add a comment

Mobile Apps Privacy Framework For Consumer Transparency and Control

A Mobile Future Forward Research Paper

The paper was originally published in the Mobile Future Forward 2013 Book - Mobile 4th Wave: Mining The Trillion Dollar Opportunity

http://www.chetansharma.com/mobileprivacy.htm

Download PDF (1 MB)

mobileprivacy_s

Introduction

Mobile technology is an integral part of our daily life. Mobile devices help consumers in many ways. They help us connect with loved ones, provide directions, catch-up with news, send emails, text friends and family, monitor our heart rate, stream movies, interact on social media sites, and complete transactions in a matter of seconds. Most of the times, applications and services require end-user related data to understand the context and provide appropriate content. It is well understood that data is critical in providing a great user-experience. However, consumers don’t have a clear understanding of how their personal data is being collected, stored, and used.

The collection of consumers’ personal information is not new. The difference now is that there are tools available that help connect various dots to generate the precise information about the user and build a detailed user profile without consumer knowing about it. Because of the location based technologies and various apps on your phone, companies now have a log of all of your day activities. Over time, the data collected can generate significant details about your habits, likes and dislikes, and pretty much build your identity without you ever knowing about it.

There have been many concerns raised by consumers about privacy of their data collected through mobile devices. For example, a nationwide survey indicated that 57% of all the apps users have either uninstalled an app over concerns about having to share their personal information, or declined to install an app in the first place for similar reasons. A mobile app developer had to settle with the FTC because they were collecting kid’s information without their parent’s consent. Delta airlines had to settle with California State when they were cited for mobile apps privacy violation in a lawsuit. A popular social networking application Path was fined $800K by the FTC for improperly sending consumer’s contact information to their cloud. FTC has repeatedly warned leading mobile app developers and platform providers to be more transparent about consumer data and privacy and even issued a recommendation report in 2013.

Data that provides context to the application developer is definitely needed to provide a robust user experience. Google Maps won’t operate well without location information, Whatsapp will not work well without the address book, Facebook requires the interaction history to provide a better newsfeed, Amazon looks at past transactions to recommend new ones, and so on and so forth. However, there is a lack of a simple and consistent way to convey the intent and the value of the data being collected, stored, and used by various application providers.

These concerns clearly indicate that in order to build consumer trust, we must provide control to consumers over their personal information and be extremely transparent about what, when, and where companies are collecting personal information.  There must be a balance. While protecting consumer privacy, there shouldn’t be a negative impact on innovation.

Your feedback is always welcome.

Chetan Sharma

We will be keeping a close eye on the trends in the wireless data sector in our blog, twitter feeds, future research reports, articles, and our annual thought-leadership summit – Mobile Future Forward. The next US Wireless Data Market update will be released in March 2014. The next Global Wireless Data Market update will be issued in February 2014.

Disclaimer: Some of the companies mentioned in this paper are our clients.

US Mobile Market Update Q3 2013 November 14, 2013

Posted by chetan in : 4G, 4th Wave, Big Data, European Wireless Market, Fourth Wave, Mobile Applications, Mobile Cloud Computing, Mobile Commerce, Mobile Ecosystem, Mobile Future Forward, US Wireless Market, Wireless Value Chain, Worldwide Wireless Market , add a comment

US Mobile Market Update Q3 2013

http://www.chetansharma.com/usmarketupdateq32013.htm

Download PDF (2MB)

Summary

The US mobile data market grew 5% Q/Q and 15% Y/Y to reach $22.8 billion in mobile data revenues. Data is now 48% of the US mobile industry service revenues and as we had forecasted a few years back, the cross-over point of 50% might occur next quarter. For the year 2013, we are expecting $90 Billion in mobile data service revenues for the US market making it the number one market in mobile data revenues ahead of Japan and China. Q4 2013 is looking to be another record breaking holiday quarter for the industry at many levels, which is setting up 2014 quite nicely.

For the quarter, the market added 2.2M new connections, a strong reversal from the paltry 139K last quarter. T-Mobile continued to impress after its strong reversal in industry metrics last quarter on the back of a series of marketing and pricing initiatives that seem to be gaining traction and having an impact on its image and fortune.

Given that Apple didn’t launch the device until Sept and then had severe supply-chain constraints, Android had its best quarter against iOS with 54% share in the US market.  However, iOS is likely to catch-up in Q4.

Smartphones are now past the 64% mark in the US and continue to sell at a brisk pace accounting for almost 90% of the devices sold in Q3 2013. Apple led the smartphone sales amongst the top 4 operators with 42% share for the quarter. While the US penetration of smartphones is 64%, the 64% of the sub base is concentrated in only 40% of the households thus leaving plenty of growth in the marketplace. Overall, connected devices remains the highest growth segment with 6% Q/Q growth.

Smartphone and Connected Device Growth

Though China has overtaken (primarily because of the sheer size of its population) US in terms of the overall smartphone penetration, US remains the market where OEMs have to be really successful in order to be consider a serious player on the larger canvas. Though the likes of Xiaomi and the Micromax have had good success in their local markets (and still have a great amount of growth left), the prized market to make a sizable dent in their overall revenue and margins is the US market. This is primarily due to handset subsidy that allows consumers to easily own premium brands at bargain-basement prices in addition to the higher disposable incomes. This has helped the ASPs to go up in this market unlike some of the other markets where they have been going down.

US also boasts four leading-edge LTE networks that allows the ecosystem to innovate at the edge, literally. Having access to fast mobile broadband impacts human behavior, application and service development and everything in between. As such, US has become the laboratory for many experiments that benefit the larger ecosystem. This absolutely doesn’t mean that innovative things are not happening in other parts of the world. Far from it. But the “enabling layer” of networks, devices, and platforms is in its most advanced stage in the US. This layer allows folks to build applications and services that will power the global economy.

So, in order to be considered credible in the smartphone space, one must have a decent scorecard in the US today. The pendulum could of course swing and China could take the lead. In fact, US and China are the G2 nations of the mobile world.

While there have been murmurs in the market about smartphone saturation, the upgrade cycles will keep up the demand for more devices in 2014.

Like any ecosystem or a market, there are winners and there are companies who couldn’t perform to their potential. Enough ink has been spilt on Blackberry to reiterate what was quite predictable. The only interesting tidbit that emerged was that as we expected, Lenovo made a serious run for it and the Canadian government stopped it. It is ok for Canadians to use Lenovo laptops but not the smartphones? Of course, the reasons were complicated and different from what have been generally reported. Can Blackberry make a comeback under a savvy CEO? If they continue with the same OS, it is hard to see how?

Apple for the first time launched two models – 5s and a slightly lower priced 5c. It seems like the strategy might have been two fold a) get the supply-chain ready for more than one new model at a time and b) given an additional option to the consumers (in the US) who used to go for a level down version. Since the supply chain was under pressure, it is hard to get a clear picture of what might be happening but the iPhone 5s/c launch allowed Apple to raise the percentage of new devices sold. In fact, based on the weekly sales data from ITG Research, they might have managed to flip the ratio. For e.g. in Sep and Oct 2012, the old models sold 3:1. During Sept-Oct 2013, the new models outsold the old models by 1.7:1. 5s outsold 5c 1.6:1.

The big block-buster deal of Q3 was Microsoft’s acquisition of Nokia. It was clearly one of the outcomes Nokia was on the path of the day it chose Windows Phone OS. Microsoft got an effective OEM distribution and design system for really cheap but how long will it take to turn things around? Its mobile fate might largely depend on who the new CEO is.

Tablets are making a tremendous impact in the post-pc era. In the US market, we are already approaching 100M unit sales/year run rate. While Android tablets have taken market share from iPad, Apple remains the undisputed king of the category primarily because of superior hardware and a more robust ecosystem. Android tablets can be cheap but also unreliable, the life expectancy of such tablets can be 50% or so compared to the iPad. The usage is even less. Microsoft launched a credible challenger in Surface but there have been so many missteps that it is not (yet) in the picture of the post-pc transition. 

There has also been quite a bit of excitement about smart watches, smart glasses, smart cars, smart homes, and on and on. However, we must remember that just because device is growing in the era of the smartphones, it doesn’t makes them smart. In fact, most of these devices are where smartphones were in the late nineties – basic, functional, and full of possibilities. The evolution, however, will be much quicker. Google is one company that is pushing the boundaries of across multiple dimensions. Regulators and policy makers better come up to speed on the emerging landscape quickly.

A good test of a platform’s importance is to find out what happens if the platform shuts down for 5 minutes – how much panic and revenue drop does that create in various parts of the world? Another measure of the platform is the value it creates by launching new companies and ideas. For mobile, the answer is fairly obvious.

The Fourth Wave and the shift towards services

It is evident that there is a subtle shift from devices/access to services/solutions. In our paper on the topic Operator’s Dilemma (and opportunity): The Fourth Wave, I proposed that we need a new framework to think about the next generation of revenue opportunities. The fourth curve opportunities are massive but require a different skill set and strategic approach than the past three curves. As predicted, we are starting to see the impact of the 4th wave on a global scale and some operators have started to break out the 4th wave revenues in their financials. Operators with better balance sheets will also look for global expansion especially in Europe where economic impact on the telecom operators has been severe, however the M&A efforts will be complicated by respective governments desire to keep control of the national infrastructure provider.

We had a very successful Mobile Future Forward Summit last quarter. It was dedicated to exploring the 4th wave in more detail across multiple dimensions and verticals. The dialogue was incredible and validates the march towards the 4th wave that is redefining industries across the spectrum including the wireless industry itself, at its core. Some of these tectonic shifts aren’t very apparent and visible but as I have spent time working with some of the leaders in New York, Silicon Valley, London, Abu Dhabi, Barcelona, Hanoi, Singapore, Dallas, New Delhi, and Seattle this year, it has become abundantly that mobile industry is at a key inflexion point that is changing industries and the power structures, creating new opportunities and new revenue streams. In my interview at Mobile Future Forward, Ralph de la Vega, CEO of AT&T Mobility indicated that the ARPU from Digital Life customers is higher and the churn is lower. So, the fourth wave services have a direct impact on existing revenue streams as well. Conversely, absence of such services doesn’t yield a pretty picture.

FCC chairman and regulations

Amidst all the cacophony of device launches, acquisitions, and investments, FCC finally got its new chairman. Tom Wheeler is one of the savviest operative in the space with better grasp of the ecosystem, policy, law, and politics than most of his predecessors, so it will be interesting to see what the next FCC era brings over the next 3 years. Clearly, Incentive Auctions will be one of the most critical items on the agenda but some other issues like the potential T-Mobile acquisition and net-neutrality issues are likely to become important as well. Regardless, we are in for an interesting ride.

What to expect in the coming months?

2013 has been quite a year for the mobile industry and as we head into the holiday season, it’s a consumer’s market with plenty of choice and competition.

As usual, we will be keeping a very close eye on the micro- and macro-trends and reporting on the market on a regular basis in various private and public settings.

Against this backdrop, the analysis of the Q3 2013 US wireless data market is:

Service Revenues

ARPU

Subscribers

Shared Data Plans

4th Wave Progress

Handsets

Your feedback is always welcome.

Chetan Sharma

We will be keeping a close eye on the trends in the wireless data sector in our blog, twitter feeds, future research reports, articles, and our annual thought-leadership summit – Mobile Future Forward. The next US Wireless Data Market update will be released in March 2014. The next Global Wireless Data Market update will be issued in February 2014.

Disclaimer: Some of the companies mentioned in this research are our clients.

4th Wave Consumer Study October 27, 2013

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

Regular readers know that I have been talking about the 4th wave for sometime. In the last couple of years, I have worked with players across the ecosystem, around the world on formulating strategies to take advantage of the 4th wave. Recently, we collaborated with a colleague – David Sprosty of Best Buy fame. His team ran some consumer surveys that illustrated the consumer demand for services like home automation, home security and surveillance, wellness, mHealth, auto diagnostics, usage based insurance, and others. Results clearly show significant interest in various services. It is also interesting to see which channels consumers prefer.

 

image

There are some other interesting data points as well. Results can be downloaded here.

As you know, we run a survey of mobile executives at the end of the year to look at what’s on people’s mind. David ran a survey asking the same questions to the early tech adopters to see the differences. Some interesting findings.

Thank You Mobile Future Forward Sponsors September 8, 2013

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

The day is finally here. It takes a lot of work, a lot of preparation and planning but on this eve of the 4th Mobile Future Forward, I wanted to just take some time and thank our excellent partners, our sponsors who have supported us from the start. We couldn’t have come this far without them.

So, a big THANK YOU.

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and look forward to seeing every one tomorrow and day after.

Mobile Future Forward: Final Agenda. Last Call - Registration closes this week September 5, 2013

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

My fellow mobilists,

Never a dull moment in the industry, is there? Mobile Future Forward is less than a week away and we will be discussing all the twists and turns of the past few days + much more. Speakers are prepared, moderators have their pencils sharpened, and everyone is doing their homework. Time magazine did a nice preview of what you can expect to see and hear at the summit next week.

Registration. Last few seats left. Registration closes this week.

Updated Agenda Below

8:10am

Introduction – The Golden Age of Mobile

Chetan Sharma, President, Chetan Sharma Consulting

8:30am

Keynote Fireside – The Shift towards Services

Ralph de la Vega, President and CEO, AT&T Mobility

Chetan Sharma, President, Chetan Sharma Consulting (moderator)

9:15am

Fireside – Retail and Commerce

Marianne Marck, SVP – Consumer Facing Technology, Starbucks

Stephen David, Former CIO P&G

Dave Sprosty, CEO, The Sprosty Network (moderator)

10:30am

Fireside - Rule of 3

Steve Elfman, President – Network Operations and Wholesale, Sprint

Thom Gruhler, CMO - OS, Microsoft

Hank Skorny, VP/GM – Software Services Group, Intel (moderator)

11:15am

Fireside – Future of Devices, Computing and Consumer Services

Kevin Packingham, Chief Product Officer, Samsung

Yung Kim, President and Chief Strategy Officer, Korea Telecom

Nick Wingfield, Technology Reporter, NY Times (moderator)

1:30pm

Operators and 4th Wave

Glenn Lurie, President, AT&T

Fay Arjomandi, Global Lead, Vodafone Xone

Tracy Isacke, Director of Investments, Telefonica Digital

David Small, Chief Platform Officer, Verizon

Julie Woods-Moss, CEO – NextGen Business, CMO, Tata Communications

Chetan Sharma, President, Chetan Sharma Consulting (moderator)          

Health and Wellness

Raj Toleti, CTO, PatientPoint

Ed Cantwell, Executive Director, Center for Medical Interoperability

Jef Holove, CEO, Basis

Cameron Coursey, VP – Products, AT&T

Karim Marrouche, Cofounder and CEO, Cardiac Designs

Russell Benaroya, CEO, Everymove (moderator)

2:30pm

Building Blocks of the 4th wave

Tom Nagel, SVP and GM – Wireless Services, Comcast Communications

Vince Spinelli, Managing Director, Mobility Solutions Group, Juniper Networks

Chris Koopmans, VP and GM – Service Provider Platforms – Cloud Networking , Citrix

Doug Suriano, VP – Products, Oracle Communications

Jamie Finn, VP – Strategic Initiatives, Telefonica Digital

Geoff Hollingworth, Ericsson Head of AT&T Foundry Initiative, Ericsson (moderator)

Travel and Tourism

Drew Patterson, CEO, Room77

Joost Schreve, VP – Mobile, Tripadvisor

Curtis Kopf, VP, Alaska Airlines

Sam Shank, CEO, Hotels Tonight

Jeff Warren, VP – Mobile Expedia (moderator)

4:00pm

Media and Entertainment

Andrew Stalbow, Former EVP, Rovio

Manish Jha, GM – Mobile, NFL

Danny Bowman, Chief Sales Officer, Samsung

Michael Fisher, Director, Twitter

Ujjal Kohli, CEO, Rhythm New Media (moderator)

Man, Machine, and Data

Matt Carter, President, Sprint

Biju Nair, Chief Strategy Officer, Synchronoss

Rowland Shaw, VP - Strategy, Ericsson

Michael Castleman, President – KCD Brands, Sears Holdings

Joe DiFonzo, CTO, Syniverse

Rod Randall, Partner, Siris Capital (moderator)

5:00pm

Solving the biggest problems in computing/communications

Dr. Henning Schulzrinne, CTO, FCC

Dr. Avideh Zakhor, Professor EECE, UC Berkeley

Mark Anderson, CEO, SNS

Ariel Garton, CEO, InterXon

Jason Hoffman, CEO, Joyent

Wim Sweldens, Former President, Alcatel-Lucent Wireless (moderator)

6-8pm - Reception

Agenda subject to change

Why was Vodafone eager to get the deal done? September 2, 2013

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

One of the biggest mobile deals in recent memory consummated this morning with Verizon buying back its 45% stake for a cool $130 Billion. Verizon has been wanting to do this for a long time so why now? The simple lies in the figure below

image

As we explained in our 4th wave paper earlier this month, Without having a robust 4th Wave strategy, many operators will simply become targets of take over as they won’t be able to compete effectively. Vodafone is the second largest operator in the world and operates in 21 countries across Europe, Asia, Middle East, and Africa (in addition to sizable investment in Verizon Wireless). It is one of the progressive operators but is facing some revenue curve headwinds. It is instructive to study is 2012-13 financials to see the widespread impact on tradition growth curves and why the investment in the 4th curve is not only desired but essential for survival. Figure above plots the YOY of all the major markets Vodafone operates in segmented by the three revenue streams of voice, messaging, and access (data revenue). There was a decline in voice and messaging net-revenue in each of the markets. The data revenue stream saw growth in all but the Italian market.

However, what was more disturbing was that the increase in access revenue didn’t negate decline in voice and messaging revenues in any market. The net-revenue declined in every single market no matter which geography it belonged to. The net-effect was that the overall revenue declined by 9% despite access revenue growing by 8% because overall voice and messaging revenue streams suffered double digit losses. Once the access revenue start to decline (and it is already happening to some of the operators), to attain growth, these companies will have to take drastic actions. The investment and a clear strategy on the 4th wave becomes even more urgent.

Vodafone core markets were suffering and unless it acted, it would have struggled to stay relevant. With the infusion of cash, it will shore up its assets and is likely to go on a buying spree.

From the Archives–Mobile Operators–Succeeding on the 4th Wave August 28, 2013

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This is from my fireside chat with Glenn and Steve last year. Both are coming back to provide their insights on how things have evolved and where are they going.

Fireside - Mobile Operators: Succeeding on the 4th Curve
clip_image002
Steve Elfman, President, Sprint
Glenn Lurie, President, AT&T Wireless
Chetan Sharma, President, Chetan Sharma Consulting

Steve and Glenn play a very important role at their respective organizations especially looking at the new revenue opportunities. As our Operator’s Dilemma paper discussed, operators need to invest in new areas of revenue that will help them grow in the next decade. AT&T has done really well with its Emerging Devices and Enterprises organization under Glenn (it is already a billion dollar business). Sprint has the New Ventures group investing in such opportunities as well. It is early in the S-curve but the growth is happening. Just like mobile data grew from nothing to now going to 50%, the 4th curve will be game-changing in due-course. The areas of investment to growth are: Digital Life, Home Security, M2M, Automotive, Analytics, Health, Commerce and Advertising. It is forcing operators to view and organize themselves differently – like software and internet service provider rather than a traditional telco and work with larger ecosystem of VCs, startups, and other partners. One of the key success factors has been the independence of the new group from their parent and the flexibility to execute and move as fast as the nimble startups. Both Glenn and Steve were both quite bullish on windows 8 (especially tablet) and Microsoft’s ability to deliver a 3rd viable ecosystem. Once developers embrace the platform, we will see the signs of success. As we are launching new services and devices, the industry needs to keep an eye on “user experience” else we might scare off consumers. We need to integrate experiences e.g. commerce and advertising, health and wellness, security and monitoring, etc. There are significant opportunities (cloud, security, application suite) in the enterprise and that’s where Microsoft might have an edge.

Time: Welcome to the Golden Age of Mobile August 27, 2013

Posted by chetan in : US Wireless Market , 1 comment so far

I did an interview with Tim Bajarin who writes for the Time Magazine about our upcoming Mobile Future Forward Summit, the changing wireless industry, and the Golden Age of Mobile. Excerpts below. You can read the whole column here.

One of the smartest guys I know covering the world of mobile is Chetan Sharma, head of Chetan Sharma Consulting. I had a chance to speak at an event with him a few years ago and was highly impressed with his knowledge and perspective on all things mobile.

I recently received a promotional note from him about his Mobile Future Forward event, which will be held on September 10 in Seattle. I have not had a chance to attend these conferences in the past but have heard from others that it is one of the best and most important conferences on mobile, covering all types of key issues and opportunities in mobility, which clearly is driving the next major technology boom around the world.

In his opening note to potential attendees, Chetan made a statement that pretty much sums up the future of mobile: He said, “It is very clear to us that we are entering the ‘Connected Intelligence’ era. These two operative words are going to define the next phase of human evolution and are going to dramatically change every industry vertical from the ground up. Welcome to the Golden Age of Mobile.”

Chetan is right on the money with this perspective. Connected intelligence in mobile devices will be the next major force behind mobile innovation, and it appears that the mobile industry sees this vision and is preparing to drive it in this direction. Chetan believes that technology evolves in 50-year cycles. In a call with him last week, he pointed out that these cycles can be seen when it comes to steam engines, electricity, cars and more. During those 50-year cycles, the core technology is established and innovative products are created while the underling technology becomes the backbone for even more innovation as the years go by.

He says that the PC innovation part started in the mid-1970s and that we are approaching the 42nd year of this cycle. During that time, PCs, tablets and smartphones have been created and the backbone technology has been laid to drive even greater innovation. He expects that the next big wave will come with connected intelligence devices using IP networks and new wireless technologies that will, in context, drive a whole new ranges of products and services. He also pointed out that “we could be entering a new space that takes advantage of the technology from the last cycle and drives great smart mobile applications and new innovations for the next 10 years.”

One other key point he made during our conversation is that while connectivity is a key element, he says that “intelligence that emanates from the data that can be programmed is what is different now.” This gives new meaning to connectivity, and “connectivity with intelligence will define the next wave of computing.”

NEW BOOK: Mobile 4th Wave: Mining the Trillion Dollar Opportunity August 26, 2013

Posted by chetan in : Chetan Sharma Consulting, Mobile Future Forward , 10 comments

mff2013book

I am pleased to announce that our Mobile Future Forward Book for 2013 will be published and become available exclusively to Mobile Future Forward participants on Sept 10th. As is the tradition, the book has some brilliant essays and interviews from our speakers – the thought leaders and mobile industry senior executives, on trends, opportunities, innovations, and user experiences. More importantly, these thought-pieces highlight how some of the leading companies are gearing themselves to execute on the 4th wave. The book provides a perfect platform for our day long brainstorm about what the next 5 years in mobile will look like. We have extraordinary speakers and am really looking forward to the discussions throughout the day.

The essays are:

1. Mobile 4th Wave: Evolution of the Next Trillion Dollars – Chetan Sharma, President, Chetan Sharma Consulting

2. One-on-one with Ralph de la Vega, President and CEO, AT&T Mobility

3. Connected Car: Building a New Industry – Pavan Mathew, Head of Connected Car, Telefónica Digital

4. HTML5: Big Hurdles Exist, but Economics Will Always Win – Hank Skorny, Vice President/GM, Intel

5. Being Open: New Markets, New Opportunities – Tracy Isacke, Head of Americas, Telefónica Digital

6. Video is Not Data (or Voice) – Chris Koopsman, Vice President/GM, Citrix  ByteMobile

7. The Cloud and its Omnipresent Impact – Biju Nair, Chief Strategy Officer, Synchronoss

8. Digital Lifestyle Services: Winning ‘Life Share’ of Customers – Doug Suriano, Vice President, Oracle

9. Mobile Apps Privacy Framework for Consumer Transparency and Control – Sarla Sharma, Vice President, Chetan Sharma Consulting

10. The Internet of Things is Changing the Order of Things (and of Conversations) – Matt Carter, President, Sprint

11. Remaining Relevant and Sustainable in the Age of Smartphones – Stephen David, Former CIO, P&G

12. Building a New Business Within a Big Company: Keys to Success – Kevin Petersen, President, AT&T Digital Life

13. The Future of Mobile Healthcare – Raj Toleti, Chief Technology Officer, Patient Point

14. What Really Drives Mobile Devices Market Performance? – Chetan Sharma, President, Chetan Sharma Consulting

15. SDN – The Platform for Mobile Service Innovation – Steve Shaw, Director, Juniper Networks

The goal of the Mobile Future Forward Summit is to explore the future of the mobile industry, to create new connections, to openly discuss and debate new ideas. By bringing together a really diverse group of individual leaders – both speakers and audience, we are able to create an environment for constructive dialogue that will hopefully help in formulating your own strategies and product plans.

My thanks to all the authors and their respective organizations for making this year’s book possible.

Chetan Sharma

Mobile 4th Wave: Evolution of the Next Trillion Dollars August 25, 2013

Posted by chetan in : Chetan Sharma Consulting, Mobile Future Forward , add a comment

Mobile 4th Wave: Evolution of the Next Trillion Dollars

- A Mobile Future Forward Research Paper

http://www.chetansharma.com/4thwaveandthenexttrillion.htm

This paper is the second in series of the Mobile 4th Wave research papers. It is a required reading for Mobile Future Forward participants.

mo4thwave2

Introduction

Mobile is the most dynamic and exciting industry in the world today. It is playing a central role in driving the global economy across multiple dimensions. The speed with which the break-neck innovations are being introduced will make Captain Kirk and crew proud. We are on the verge of reaching an incredible milestone – when there be more cellular subscriptions than humans on earth. We are already beyond 10 billion connections worldwide and mobile is driving the business and human case for the rapid evolution and adoption.

Mobile has become the most critical tool to enhance productivity and drive human ingenuity and technological growth.

Indeed, we are entering the golden age of mobile.

Amidst the change, the ecosystem itself is undergoing a significant transition. As the tectonic plates shift, the revenue opportunities are shifting from voice, messaging, and access to the 4th revenue curve of mobile opportunities. The shift towards this curve is expanding the base of players who are going to participate, connect with the consumers, and vies for their pocketbook. While the progress of the past 20 years has been phenomenal, the “connect and mobilize everything” characteristic of the next revenue curve is going to define the industry itself while determining the new winners and losers for consumer’s mindshare.

The revenue generated on the fourth curve is going to be massive but much more distributed than previous curve. It will end up being a multi-trillion dollar market in a matter of a decade – growing much faster and scaling much higher heights than previous revenue curves.

This paper is the continuation of the discussion we started with our first in the series of the 4th curve papers – “Operator’s dilemma (and opportunity): The Fourth Curve.” In this paper, we will take a look how various players are adapting to the opportunity curve, how the overall value chains and ecosystems are being aligned and who are the early leaders and contenders to become the “Digital Lifestyle Solution Providers.”

The first paper looked at the emergence and the impact of the 4th curve from an operator viewpoint. In this paper, we expand the discussion to the broader ecosystem and how some of the leading Internet players and startups are participating in the 4th revenue wave of mobile. We will also look at how some of the leading operators have positioned themselves as leaders and contenders.

It is very clear that mobile will continue to have a tremendous impact on the global GDP, vertical industries, and consumers’ expectations of how communication takes place. Mobile is already a $1.6 trillion industry. The past growth has been dominated by mostly voice but as we move into the next decade, the digital services will take the lion share of the industry revenues. The shift will cause a lot of disruption and unpredictable growth for many players. Players who are better prepared and can adapt quickly will be able to successfully participate in the evolution of the next trillion dollars.

This paper attempts to define the space that is fast evolving and will have a lasting impact for years to come.

Download paper (2MB, 40 pages)

Your feedback is always welcome.

Thanks

Chetan

We will be discussing a number of issues raised in this research paper at our annual mobile executive thought-leadership summit – Mobile Future Forward on Sept 10th in Seattle. In fact, this is the first event of its kind focused on the changing dynamics of the ecosystem.

Mobile Future Forward–Preliminary Agenda August 21, 2013

Posted by chetan in : Chetan Sharma Consulting, Mobile Future Forward , add a comment

Greetings,

Mobile Future Forward is three weeks away and am pleased to announce our preliminary agenda. We have endeavored to gather our community to talk about the next phase of the industry growth. To paraphrase the legendary Wayne Gretzky, we ought to look at where the mobile puck is going. That’s what Mobile Future Forward Executive Summit is all about. By looking at what will generate the next trillions, we can start to put the pieces together to have a better grasp of the challenges and the opportunities.

We are expected to sell out so grab your seats today.

Introduction – The Golden Age of Mobile

It is very clear to us that we are entering the “Connected Intelligence Era.” These two operative words are going to define the next phase of human evolution and is going to dramatically change every industry vertical from the ground up. Welcome to the Golden Age of Mobile.

Chetan Sharma, President, Chetan Sharma Consulting

Keynote Fireside – The Shift towards Services

AT&T is one of the leaders in the mobile market. In fact, it is amongst the top three global players in terms of revenues from mobile data services. Under the deft stewardship of Ralph de la Vega, President and CEO of AT&T Mobility since 2007, AT&T has continued to pioneer new business models and revenue streams. He has led AT&T to become an undisputed leader in mobile broadband and smartphone adoption. Starting from the industry defining iPhone launch in 2007 to the launch of digital solutions in 2013, Ralph has been ahead of the curve. Ralph and his team saw the coming shift to solutions and services and mobilized the resources by focusing on some key vertical areas such as Home Security, Commerce, and Connected Auto. We will kick things off by getting the pulse of the industry and see opportunities through Ralph’s prism.

Ralph de la Vega, President and CEO, AT&T Mobility

Chetan Sharma, President, Chetan Sharma Consulting (moderator)

Keynote Fireside – Retail and Commerce

Marianne Marck, SVP – Consumer Facing Technology, Starbucks

Jude Buckley, President, BestBuy

Stephen David, former CIO P&G (moderator)

Break

Keynote Fireside - Rule of 3

Thom Gruhler, CMO - OS, Microsoft

Steve Elfman, President – Network Operations and Wholesale, Sprint

Hank Skorny, VP/GM – Software Services Group, Intel (moderator)

Keynote Fireside – Future of Devices, Computing and Consumer Services

Kevin Packingham, Chief Product Officer, Samsung

Rick Osterloh, SVP – Products, Motorola Mobility

Yung Kim, President and Chief Strategy Officer, Korea Telecom

Nick Wingfield, Technology Reporter, NY Times (moderator)

Lunch

Operators and 4th Wave

Glenn Lurie, President, AT&T

Fay Arjomandi, Global Lead, Vodafone Xone

Tracy Isacke, Director of Investments, Telefonica Digital

David Small, Chief Platform Officer, Verizon

Julie Woods-Moss, CEO – NextGen Business, CMO, Tata Communications

Chetan Sharma, President, Chetan Sharma Consulting (moderator)

Health and Wellness

Dr. Geeta Nayyar, CMIO, AT&T

Raj Toleti, CTO, Patient Point

Jef Holove, CEO, Basis

Madhu Nutakki, VP – Digital, Kaiser Permanente

Russell Benaroya, CEO, Everymove (moderator)

Building Blocks of the 4th wave

Tom Nagle, SVP and GM – Wireless Services, Comcast Communications

Vince Spinelli, Managing Director, Mobility Solutions Group, Juniper Networks

Chris Koopmans, VP and GM – Cloud, Citrix

Doug Suriano, VP – Products, Oracle Communications

Travel and Tourism

Drew Patterson, CEO, Room77

Joost Schreve, VP – Mobile, Tripadvisor

Curtis Kopf, VP, Alaska Airlines

Jeff Warren, VP – Mobile Expedia (moderator)

Media and Entertainment

Andrew Stalbow, Former EVP, Rovio

Manish Jha, GM – Mobile, NFL

Danny Bowman, Chief Sales Officer, Samsung

Ujjal Kohli, CEO, Rhythm New Media (moderator)

Man, Machine, and Data

Matt Carter, President, Sprint

Biju Nair, Chief Strategy Officer, Synchronoss

Rowland Shaw, VP - Strategy, Ericsson

Michael Castleman, President – KCD Brands, Sears Holdings

Rod Randall, Partner, Siris Capital (moderator)

Solving the biggest problems in computing/communications

 

Dr. Henning Schulzrinne, CTO, FCC

Dr. Avideh Zakhor, Professor EECS, UC Berkeley

Mark Anderson, CEO, SNS

Ariel Garton, CEO, InterXon

Wim Sweldens, Former President, Alcatel-Lucent Wireless (moderator)

US Wireless Market Update Q2 2013 August 13, 2013

Posted by chetan in : 4th Wave, ARPU, Chetan Sharma Consulting, Mobile Applications, Mobile Cloud Computing, Mobile Future Forward, Smart Phones, US Wireless Market, Wireless Value Chain, Worldwide Wireless Market , add a comment

US Mobile Market Update Q2 2013

clip_image002

http://www.chetansharma.com/usmarketupdateq22013.htm

Download PDF (2MB)

Summary

The US mobile data market grew 4% Q/Q and 14% Y/Y to reach $21 billion in mobile data revenues. Data is now 46% of the US mobile industry service revenues and as we had forecasted a few years back, the cross-over point of 50% might occur later this year. For the year 2013, we are expecting $90 Billion in mobile data service revenues for the US market.

For the quarter, the market added a paltry 139K new connections, a decline of 95% from Q2 2012. It was the lowest net-adds quarter in the US mobile history (barring the early days of tepid growth). The biggest reason was the sun setting of the Nextel brand which was finally laid to rest after the grand experiment of 2004 went wrong.

However, the story of the quarter was the resurgence of T-Mobile which roared back with an industry leading net-add quarter, something it did last when George Bush was still the president. Not only that, the growth was on the back of postpaid net-adds, something it hasn’t done in 12 quarters. The merger with Metro has helped boost the subscriber count and the revenue numbers. However, the growth came at a cost with shrinking margins and lower overall ARPU.

AT&T sold more iPhones but Verizon sold more smartphones. Given the lack of new devices from Apple and some good ones from competitors, Android edged past iOS for the US smartphone market share for the quarter primarily coming from the Samsung success with the Galaxy brand. Nokia launched some new devices focused on cameras, Motorola/Google made its first foray into the smartphone world after the merger with MotoX. However, the market awaits the next iPhone which is going to be released next month.

The Sprint-Softbank-Dish drama finally ended and as expected Softbank got a hold of both Sprint and Clearwire though at a higher price which was the plan all along. With this merger behind, all eyes are squarely focused on T-Mobile as to who makes the bid for 4th ranked operator in the next 6-12 months.

Smartphones are now past the 60% mark in the US and continue to sell at a brisk pace accounting for almost 87% of the devices sold in Q2 2013. Apple led the smartphone sales amongst the top 4 operators with 42% share for the quarter. While the US penetration of smartphones is 60%, the 60% of the sub base is concentrated in only 35% of the households thus leaving plenty of growth in the marketplace.

Is the smartphone growth over?

There has been some speculation in the market that the smartphone growth in the US market is over. In the US, roughly 240M subscribers have 335M mobile subscriptions. Out of those 240 subs, roughly 145M have smartphones (many of them have two or more). These days newborns get an iPhone on their arrival as a welcome gift, but if we take out the 0-5 age group, we are left with 293M potential subs. This means the potential market for smartphones at this point in time is 148M subs who don’t have a smartphone (obviously, there will always be folks who just don’t want any wireless phone – smartphone or otherwise but the size of that group is shrinking). Add to the upgrade cycle which averages between 18-20 months in the US, the market for smartphone growth remains pretty healthy.

The global market is even more fertile. The emerging markets are quite price sensitive and the low-cost Android devices are rushing to fill the void. If Apple cares about market share, it will have to figure out a strategy to address the void in its portfolio.

The success factor of mobile devices and OEMs is not determined just by product but several other factors as outlined in our recent paper “What Really Drives Mobile Device Performance?” As I mentioned to the New York Times, it is no longer good enough to have a great product, an OEM needs to perform well across multiple variables. CNBC also referenced the research in one of their segments.

Predictably, Microsoft’s Surface RT made a dismal impact on the market. The fundamental strategy was flawed and it was surprising that so many OEMs fell for it.

Blackberry, Nokia, HTC, each once proud leader of the smartphone ecosystem is struggling. Can they come back? In this market, you don’t get too many chances and too many years to turn the ship around. Once the customer loyalty is lost, it is very hard to get it back because there are hungry competitors ready to take your spot. Blackberry and Nokia are a perfect case study for management schools. The cycle of complacency spares no one.

A more likely scenario for some of these players might be some form of M&A transaction. As we alluded to in our paper, Lenovo is the dark horse of mobile and while there are others like HP and Sony who are looking to, reenergize the market, and Huawei and ZTE inching-up every quarter, Lenovo seems better positioned to make an acquisition and make a run for the top 3 spot. But, it will have to make a decisive move and go global with its strategy quickly else as we know the mobile market doesn’t wait for no one.

In terms of Q/Q growth, Connected Devices segment grew 13%, Wholesale 1%, Postpaid 2%, and Prepaid 1%.

The disappearing Tier-2s

In our previous update, we suggested that the market for tier-2s in the US is practically over. The reason was pretty simple – there is no growth left for them. Given the postpaid saturation, the big guys are also focusing heavily on the prepaid segment leaving the tier-2s vulnerable. MetroPCS was first to go followed by Leap (acquired by AT&T, transaction is not complete yet). The next big shakeup in the industry will be the acquisition or the merger with T-Mobile. Like we suggested in our paper “Competition and the Evolution of Mobile Markets” in 2011, rule of 3 will ultimately prevail in the US market. We will be discussing the subject in the more detail at our Mobile Future Forward Summit next month.

The Fourth Wave and the shift towards services

It is evident that there is a subtle shift from devices/access to services/solutions. In our paper on the topic Operator’s Dilemma (and opportunity): The Fourth Wave, I proposed that we need a new framework to think about the next generation of revenue opportunities. The fourth curve opportunities are massive but require a different skill set and strategic approach than the past three curves. As predicted, we are starting to see the impact of the 4th wave on a global scale and some operators have started to break out the 4th wave revenues in their financials. Operators with better balance sheets will also look for global expansion especially in Europe where economic impact on the telcom operators has been severe, however the M&A efforts will be complicated by respective governments desire to keep control of the national infrastructure provider.

The incumbent operators in Canada are getting really nervous about the potential entry of Verizon into the market that hasn’t seen any “real” competition in years.

We will be discussing fourth wave in much more detail at our annual thought-leadership summit – Mobile Future Forward with the incredible leaders who are making billion dollar decisions every day.

OTT impact on legacy businesses and models

We will see the same impact of IP and mobility on the various verticals like Retail, Energy, Education, Entertainment, Travel, etc. Some operators have been preparing for this shift and going outside their traditional products and services to launch services like AT&T’s Digital Life to address opportunities in the home, Verizon’s efforts in health and public safety and Sprint’s steps in mobile advertising and analytics. Overseas operators such as Telefonica, Vodafone, Tata, and others are looking to make inroads into the US mobile 4th wave market.

What to expect in the coming months?

All this has setup an absolutely fascinating 2013 in the communication/computing industry. Convergence is everywhere and is leading to a fundamental reset of the value chains and ecosystems. Players who firmly attach themselves to the 4th wave will reap benefits while the ones who miss it will see their fortunes dwindle. We are gearing up for our annual Mobile Brainstorm Summit – Mobile Future Forward on Sept 10th, hope you can join us.

As usual, we will be keeping a very close eye on the micro- and macro-trends and reporting on the market on a regular basis in various private and public settings.

Against this backdrop, the analysis of the Q2 2013 US wireless data market is:

Service Revenues

ARPU

Subscribers

Shared Data Plans

· Shared data plans launched by Verizon and AT&T saw positive results. The tablet and other device attachment rate has gone up by 60%.

· Shared data plans are working so well for AT&T that most of its postpaid growth is coming from tablets. In the last 4 quarters, postpaid tablets accounted for over 72% of the net-adds.

· Shared data plans moved tablet session based consumers to postpaid tablet plans with more predictable revenue stream. The $10 surcharge for every device is still an inhibitor for many consumers. Over time, we expect this fee to go away to bring in many more consumers experience data services across devices other than their smartphones.

Applications and Services

· The market is seeing a lot of activity in the mobile commerce and payment services as well as in various industry verticals like healthcare, retail, and education. We will be discussing how mobile is changing all the vertical industries at our fall summit Mobile Future Forward where industry leaders in each of these vertical segments will convene to share their experiences and expectations.

OTT and the impact on legacy services

· In the last 12 months, Whatsapp has moved around more messages than all the mobile operators in the US and China combined. Those of you who have read our Fourth Wave paper shouldn’t be surprised by this shift.

Handsets

· Smartphones continued to be sold at a brisk pace accounting to almost 87% of the devices sold in Q2 2013.

4th Wave Solutions

· There were several launches of digital services by the operators but the most prominent has been the Digital Life home security and automation service launched by AT&T.

· There are other instances of companies revving up their mobile revenue base. Facebook is on its way to cross the 50% threshold, Pandora is at 60%, and Twitter is close to 50%. Starbucks and Expedia are doing well in their respective verticals. There are several mobile-only players that are eating up the revenue from traditional players who haven’t been quick to move into mobile.

· Google and Apple are ahead of the pack when it comes to raw revenue. We will have more details on the subject in our upcoming research sequel, “Mobile 4th Wave: The Evolution of the Next Trillion Dollars.”

Your feedback is always welcome.

Chetan Sharma

We will be discussing a number of issues raised in this research update at our annual mobile executive thought-leadership summit – Mobile Future Forward on Sept 10th in Seattle. Thought-leaders include:

· Ralph de la Vega, President and CEO, AT&T Mobility

· Steve Elfman, President, Sprint

· Erik Moreno, EVP, Fox Networks

· Danny Bowman, Chief Sales and Operating Officer, Samsung

· Terry Myerson, EVP – Operating Systems, Microsoft

· Julie-Woods Moss, CEO – NextGen Business, CMO, Tata Communications

· Jef Holove, CEO, Basis

· Geeta Nayyar, Chief Medical Officer, AT&T

· Rowland Shaw, VP – Strategy, Ericsson

· Andrew Stalbow, EVP, Rovio

· Raj Toleti, President, Patient Point

· Manish Jha, GM – Mobile, NFL

· Drew Patterson, CEO, Room77

· Dr. Avideh Zakhor, Professor, UC Berkeley

· Rick Osterloh, SVP – Products, Motorola – Google

· Jeff Warren, VP – Mobile, Expedia

· Mark Anderson, CEO, SNS

· Doug Suriano, VP – Communications, Oracle

.. More to come

· Stephen David, former CIO, P&G

· Yung Kim, President and Chief Strategy Officer, Korea Telecom

· Glenn Lurie, President, AT&T Mobility

· Jude Buckley, President – Mobility, Best Buy

· David Small, Chief Platform Officer, Verizon Enterprise Solutions

· Tracy Isacke, Head of Americas, Telefonica Digital

· Marianne Marck, SVP – Consumer Facing Technology, Starbucks

· Henning Schulzrinne, CTO, FCC

· Fay Arjomandi, Global Lead, Vodafone Xone

· Biju Nair, EVP and CSO, Synchronoss

· Hank Skorny, VP/GM – Software Services, Intel

· Curtis Kopf, VP – Customer Innovation, Alaska Airlines

· Matt Carter, President – Emerging Solutions, Sprint

· Joost Schreve, VP – Mobile, Tripadvisor

· Rod Randall, Partner, Siris Capital

· Chris Koopmans, VP and GM – Cloud, Citrix ByteMobile

· Wim Sweldens, former President, Alcatel-Lucent Wireless

We will be keeping a close eye on the trends in the wireless data sector in our blog, twitter feeds, future research reports, articles, and our annual thought-leadership summit – Mobile Future Forward. The next US Wireless Data Market update will be released in November 2013. The next Global Wireless Data Market update will be issued in October 2013.

Disclaimer: Some of the companies mentioned in this research are our clients.

Mobile Future Forward: Ralph de la Vega, CEO of AT&T Mobility to kick-off the summit August 8, 2013

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

Greetings,

Seattle is having a terrific summer and hope you are too.

In my fourth wave paper last year, I alluded to players who understood the shift to services and have organized themselves to take advantage of the next wave of mobile transformation. AT&T is one of the select few in the world who saw the shift coming and have built the team and the platform to take advantage of the opportunities. Under the deft stewardship of Ralph de la Vega, President and CEO of AT&T Mobility, AT&T has continued to pioneer new business models and revenue streams. He has led AT&T to become an undisputed leader in mobile broadband and smartphone adoption. Starting from the industry defining iPhone launch in 2007 to the launch of digital solutions in 2013, Ralph has been ahead of the curve. Ralph and his team saw the coming shift to solutions and services and mobilized the resources by focusing on some key vertical areas such as Home Security, Commerce, and Connected Auto. He clearly has the pulse of the industry and the future of the mobile ecosystem.

We are thrilled to have him kick off the day talking about the next generation of services and revenue opportunities. He will be joined by Jon Fortt, veteran technology correspondent at CNBC.

I am also delighted to announce that Yung Kim, President and Group Chief Strategy Officer of Korea Telecom will be joining us to a give an invaluable perspective on the future of communications and services on the 4th wave. More on that soon.

Here is an update on our fall mobile executive summit – Mobile Future Forward (Sept 10th in Seattle).

Registration. Limited Seats.

Fireside Keynote:

Ralph de la Vega, CEO and President, AT&T Mobility

Jon Fortt, Technology Correspondent, CNBC

Retail and Commerce Fireside:

Jude Buckley, President, BestBuy

Marianne Marck, SVP – Consumer Facing Technology, Starbucks

Stephen David, former CIO, P&G (moderator)

We will provide regular updates as we add new executives to the program and continue to refine the discussion topics to give you the best learning and networking experience you can find in the mobile industry. As you know, our programs are deep in content and high on participant caliber. Each year we strive to bring together some of the leading thinkers and doers from around the world to brainstorm the future of mobile. As we like to call it – it is a mobile boot camp with the brightest brains in mobile.

We are delighted to be partnering with some of the leading players in the ecosystem: CitrixByteMobile, Ericsson, Intel, Juniper Networks, Oracle, Synchronoss, Tata Communications, and Telefonica.

Some of the outstanding group of executives who are responsible for changing the face of the industry every day will be leading the discussion. Their insights will be invaluable and actionable.

Confirmed Speakers

· Ralph de la Vega, President and CEO, AT&T Mobility

· Steve Elfman, President, Sprint

· Erik Moreno, EVP, Fox Networks

· Danny Bowman, Chief Sales and Operating Officer, Samsung

· Terry Myerson, EVP – Operating Systems, Microsoft

· Julie-Woods moss, CMO, Tata Communications

· Marios Zenios, VP – Uconnect, Chrysler Group

· Jef Holove, CEO, Basis

· Geeta Nayyar, Chief Medical Officer, AT&T

· Rowland Shaw, VP – Strategy, Ericsson

· Andrew Stalbow, EVP, Rovio

· Raj Toleti, President, Patient Point

· Manish Jha, GM – Mobile, NFL

· Drew Patterson, CEO, Room77

· Dr. Avideh Zakhor, Professor, UC Berkeley

· Rick Osterloh, SVP – Products, Motorola – Google

· Jeff Warren, VP – Mobile, Expedia

· Mark Anderson, CEO, SNS

· Doug Suriano, VP – Communications, Oracle

.. More to come

· Stephen David, former CIO, P&G

· Yung Kim, President and Chief Strategy Officer, Korea Telecom

· Glenn Lurie, President, AT&T Mobility

· Jude Buckley, President – Mobility, Best Buy

· David Small, Chief Platform Officer, Verizon Enterprise Solutions

· Tracy Isacke, Head of Americas, Telefonica Digital

· Marianne Marck, SVP – Consumer Facing Technology, Starbucks

· Henning Schulzrinne, CTO, FCC

· Fay Arjomandi, Global Lead, Vodafone Xone

· Biju Nair, EVP and CSO, Synchronoss

· Hank Skorny, VP/GM – Software Services, Intel

· Curtis Kopf, VP – Customer Innovation, Alaska Airlines

· Matt Carter, President – Emerging Solutions, Sprint

· Joost Schreve, VP – Mobile, Tripadvisor

· Rod Randall, Partner, Siris Capital

· Chris Koopmans, VP and GM – Cloud, Citrix

· Wim Sweldens, former President, Alcatel-Lucent Wireless

The Mobile Future Forward team, our esteemed partners, our fantastic speakers and our engaged community are really looking forward to Sept 10th.

We hope you will join us in what is shaping up to be an exceptional gathering of the mobile minds.

Thanks and best wishes.

Kind regards,

Chetan Sharma

Mobile Future Forward–Speaker Update July 24, 2013

Posted by chetan in : Mobile Future Forward , add a comment

Greetings,

Hope your summer is going well.

As Q2 earnings are coming in, the role of the fourth wave in shaping the mobile ecosystem is becoming apparent. The computing and communications landscape is changing in fundamental ways. Our fall mobile executive summit – Mobile Future Forward (Sept 10th in Seattle) is designed to explore these changes and opportunities in great detail.

Registration. Standard Saver expires July 31st (next week).

Wanted to provide an update on two important discussion areas –

Future of Computing and Communications

In the post-PC world, computing and communications are changing dramatically. What new device form-factors will evolve and what does that mean to applications, services, consumer interaction, and adoption? We will explore the deep stuff on this panel.

Kevin Packingham, Chief Product Officer, Samsung

Rick Osterloh, Senior Vice President - Product, Motorola, Google

Nick Wingfield, Technology Reporter, New York Times (moderator)

Operators and the 4th Wave

How are the operators taking advantage of the 4th wave and digital offering. We have 5 of the leading global operators to help brainstorm the next 5 years – where will the investments go, what strategies will be pursued, which verticals are ripe for disruption. Our distinguished guests represent practically every inhabited continent so am really looking forward to the global view of the opportunities in front of us.

Glenn Lurie, President – Emerging Enterprises and Partnerships, AT&T Mobility

Tracy Isacke, Head of Americas, Telefonica Digital

David Small, Chief Platform Officer, Verizon

Julie Woods-Moss, Chief Marketing Officer, Tata Communications

Fay Arjomandi, Global Lead, Vodafone Xone

Chetan Sharma, President, Chetan Sharma Consulting (moderator)

We will provide regular updates as we add new executives to the program and continue to refine the discussion topics to give you the best learning and networking experience you can find in the mobile industry. As you know, our programs are deep in content and high on participant caliber. Each year we strive to bring together some of the leading thinkers and doers from around the world to brainstorm the future of mobile. As we like to call it – it is a mobile boot camp with the brightest brains in mobile.

We are delighted to be partnering with some of the leading players in the ecosystem: CitrixByteMobile, Ericsson, Intel, Juniper Networks, Oracle, Synchronoss, Tata Communications, and Telefonica.

Some of the outstanding group of executives who are responsible for changing the face of the industry every day will be leading the discussion. Their insights will be invaluable and actionable.

Lessons from Bhutan July 18, 2013

Posted by chetan in : 4th Wave, Bhutan, Worldwide Wireless Market , add a comment

 

Bhutanreport1_s

 

Lessons from Bhutan

Download Report (ITU website)

When I started thinking about the Mobile 4th Wave a few years ago, I was initially focused on the western markets as it was logical that the fourth wave will arrive in these markets first. The markets were getting saturated, the voice and messaging revenue waves were in decline, and the access revenue curves were going to be under tremendous margin pressure. The situation was going to be exacerbated by the economic doldrums in Europe as well.

However, one of the pleasant surprises was the speed with which the emerging markets were ramping up on the 4th wave of mobile with new applications and solutions. So, it was a great honor and privilege to work with the ITU/UN on the request of Government of Bhutan to lead a project to help formulate Bhutan’s national mobile apps policy and strategy. There aren’t many nations who think about a national mobile apps strategy. Bhutan is a very young democracy with a progressive regulatory regime (BICMA). The 205 villages in 20 districts are separated by massive mountainous terrain and the most critical national infrastructure is mobile. For government-to-citizen communication, mobile forms the lifeline to remote areas beyond Thimphu, the nation’s capital. It is no surprise that in a matter of few years, the mobile penetration has reached over 75% while fixed penetration languishes below 4% (the Internet penetration is 26%).

We were tasked with identifying the top four most important application areas that will serve the Bhutanese people the most. The team was also to advice on developing a framework where such mobile applications can thrive and prosper. We met with almost all the important ministries in a short amount of time (a similar endeavor in the western world would have taken months) and quickly came to the conclusion that the areas that matter the most to Bhutan and where something tangible can be accomplished are health, finance and banking, agriculture, and emergency and disaster management. Bhutan is the only country that puts Gross National Happiness (GNH) ahead of GDP, so our mobile apps framework needed to satisfy the GNH requirements as well. The chosen application areas satisfied this key criteria for the GNH council. It also needed to fit within the national ICT roadmap

Indeed some of these areas are important to other emerging markets as well and disciplines of health and emergency are important to any nation. In fact, it is surprising that the governments around the world don’t have a comprehensive national mobile apps strategy for health and emergency – something that governments are responsible for. It is not overly burdensome to implement a national emergency plan that has mobile at the center of it for interacting with accurate information can help save lives.

Same goes for healthcare. In fact, Bhutan has already built a mobile based home-grown health emergency system that served the country. This is something that other nations should embrace. My colleague on the project Dr. S.K. Misra, who is a leading global expert in telemedicine having worked on several UN and WHO assignments around the world had already helped set up a telemedicine facility in Bhutan that let the doctors to consult their colleagues in India. Dr. Misra was the author of the mHealth section of the report. Sameer Sharma, Senior Advisor at the ITU based out of Bangkok, provided valuable policy guidance.

As part of the project, we produced “Bhutan Project Report on Emerging Mobile Applications Opportunity,” a report that is serving as a blueprint for the mobile application development in Bhutan. My thanks to the ITU and the Bhutanese government for making the report available last month so that other governments and groups might find it useful.

The 4th wave is about applications, solutions, and services that can not only help create new markets and expand the existing ones to directly contribute to the global GDP. But it is also about solutions that impact day-to-day lives of billions of citizens. It is about building the apps, computing, and communications infrastructure that becomes the backbone of the nation in the new digital economy. The nations who “get” that and are able to navigate the turbulent digital waters are better positioned competitively for the next few decades.

I am heading to Hanoi next week to work with the ITU and meet with the regulators, telecom operators, and developers in South-East Asia to discuss how they should think about the 4th wave of mobile and develop applications that become an essential part of the national commerce and support infrastructure.

We will go into much more detail on how 4th wave is impacting the mobile and economic landscape and the opportunities that are emerging as a result at our annual mobile executive summit – Mobile Future Forward on Sept 10th

We will be keeping a close eye on the trends in the wireless data sector in our blog, twitter feeds, future research reports, articles, and our annual thought-leadership summit – Mobile Future Forward. The next US Wireless Data Market update will be released in August 2013. The next Global Wireless Data Market update will be issued in August 2013.

Disclaimer: Some of the companies mentioned in this research are our clients.

Mobile Future Forward Update July 12, 2013

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

Greetings,

The first half of the year is behind us and the industry is gearing up for a series of launches especially for Q4. Like a river shapes the mountains and the planet, the fourth wave is shaping the mobile ecosystem with its furious pace and uneven rapids. We are making great progress in shaping our agenda for our upcoming mobile executive summit.

Here is an update on our fall mobile executive summit – Mobile Future Forward (Sept 10th in Seattle).

“I love that there is no fluff and that I am not hearing marketing pitches but real tech and product leader opinions” – SVP, Starbucks

“Where else can you get to the leaders in the mobile world one moment and interfacing with them in an intimate setting the next” – CEO, Rootmetrics

Registration. Summer Saver expires July 12th (Friday).

There are two critical areas to discuss – one is ecosystem shaping by leading technologies and by leading players and the other is the solutions to the tough problems that will help our mobile industry to scale new heights.

Mobile and The Rule of Three

In my research paper “Competition and Evolution of Mobile Markets,” I looked at how Rule of Three influences the mobile market. Sprint, fresh from its Softbank M&A is looking to disrupt the US market as a stronger number three. Microsoft, fresh after its reorg is looking to provide ammunition to its pursuit as a strong third player in the mobile ecosystem. We will talk to two distinguished guests and industry veterans about how they are thinking about reshaping the mobile industry going forward.

Steve Elfman, President, Sprint

Terry Myerson, EVP, Microsoft

Opportunities in solving the biggest problems in computing and communications

At Mobile Future Forward, our focus is firmly on the future of our industry. This panel will assemble some of the leading researchers in the industry to discuss some of the biggest problems in computing and communications that need to be addressed in the next 3 - 5 years. Some are working on technologies that have the potential of fundamentally reshaping the mobile ecosystem in profound ways.

Dr. Henning Schulzrinne, CTO, FCC

Dr. Avideh Zakhor, Professor - EECS, UC Berkeley

We will provide regular updates as we add new executives to the program and continue to refine the discussion topics to give you the best learning and networking experience you can find in the mobile industry. As you know, our programs are deep in content and high on participant caliber. Each year we strive to bring together some of the leading thinkers and doers from around the world to brainstorm the future of mobile. As we like to call it – it is a mobile boot camp with the brightest brains in mobile.

We are delighted to be partnering with some of the leading players in the ecosystem: CitrixByteMobile, Ericsson, Intel, Juniper Networks, Synchronoss, and Telefonica.

Some of the outstanding group of executives who are responsible for changing the face of the industry every day will be leading the discussion. Their insights will be invaluable and actionable.

Confirmed Speakers

· Ralph de la Vega, President and CEO, AT&T Mobility

· Steve Elfman, President, Sprint

· Erik Moreno, EVP, Fox Networks

· Danny Bowman, Chief Sales and Operating Officer, Samsung

· Terry Myerson, EVP – Operating Systems, Microsoft

· Marios Zenios, VP – Uconnect, Chrysler Group

· Jef Holove, CEO, Basis

· Geeta Nayyar, Chief Medical Officer, AT&T

· Rowland Shaw, VP – Strategy, Ericsson

· Andrew Stalbow, EVP, Rovio

· Raj Toleti, President, Patient Point

· Manish Jha, GM – Mobile, NFL

· Drew Patterson, CEO, Room77

· Dr. Avideh Zakhor, Professor, UC Berkeley

.. More to come

· Stephen David, former CIO, P&G

· Glenn Lurie, President, AT&T Mobility

· Jude Buckley, President – Mobility, Best Buy

· David Small, Chief Platform Officer, Verizon Enterprise Solutions

· Marianne Marck, SVP – Consumer Facing Technology, Starbucks

· Henning Schulzrinne, CTO, FCC

· Fay Arjomandi, Global Lead, Vodafone Xone

· Biju Nair, EVP and CSO, Synchronoss

· Hank Skorny, VP/GM – Software Services, Intel

· Curtis Kopf, VP – Customer Innovation, Alaska Airlines

· Matt Carter, President – Emerging Solutions, Sprint

· Joost Schreve, VP – Mobile, Tripadvisor

The Mobile Future Forward team, our esteemed partners, our fantastic speakers and our engaged community are really looking forward to Sept 10th.

Topic Discussions

· The 4th wave – how will the trillions of the dollars generated be divided amongst the players?

· Mobile First to Mobile Only – How consumers and enterprises are being shaped by mobile?

· The fight for developers – Apps, APIs, and Dollars

· Will Security and Privacy get in the way of mobile growth?

· PostPC era – commerce, engagement, and consumption

· Quantified Self. Quantified Enterprise – how to benefit from big data?

· Gamification of Everything – How to reinvent business models and revenue streams

· Mobile Broadband – LTE is here and now. What’s Next?

· Mobile Competitive Policy – Balancing competitiveness, consumer interests, policy, and innovation

· nScreen Connected Consumer – Expectations, Solution roadmap, and Revenue flows

· OTT – Competition, Co-opetition, and the new landscape. Measuring the seismic shifts

· Big (Mobile) Data – Collection, Management and Use of Data

· Mobile Cloud Computing – Innovation, Competition, and Business Models

· Mobile CIO Prism – Disruption in the enterprise. Opportunities for growth and cost reductions

· Managing networking growth in the Yottabyte Era – strategies to tame signaling and data tsunamis

· Mobile Platforms and Ecosystems – The Cycles and the Eternal Debate

· Mobile Security – BYOD, Hacking, Protecting, and Monetization

· Emerging Markets, Emerging Opportunities

· Battle for the Home – Devices, Apps, Networks

· Retail channel transformation – how are we going to shop and who makes money?

I hope you will join us in what is shaping up to be an exceptional gathering of the mobile minds.

Thanks and best wishes.

Kind regards,

Chetan Sharma

Mobile Future Forward Update–Tourism and Entertainment June 28, 2013

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

Greetings,

As we turn the corner on the first half of the year, the global mobile industry has gone past $700 billion in revenues for the first six months, its highest ever for the time period. As the fourth wave of mobile shapes the various verticals, it is important to understand how mobile is impacting the global GDP.

Here is an update on our fall mobile executive summit – Mobile Future Forward (Sept 10th in Seattle).

Previously, I had updated on the retail, health and the operator fourth wave panels we are working on. Wanted to talk about two more critical segments – Tourism and Entertainment.

Tourism and Entertainment are over $2.5 trillion dollar industries globally and are important part of the global GDP. We have some of the most disruptive companies and leading thinkers in these segments.

Tourism

Curtis Kopf, VP – Customer Innovation, Alaska Airlines

Drew Patterson, CEO, Room77

Joost Schreve, VP – Mobile, Tripadvisor

Entertainment

Erik Moreno, EVP, Fox Networks

Andrew Stalbow, EVP, Rovio Entertainment

Manish Jha, GM – Mobile, NFL

Registration. Summer Saver expires July 14th.

We will provide regular updates as we add new executives to the program and continue to refine the discussion topics to give you the best learning and networking experience you can find in the mobile industry. As you know, our programs are deep in content and high on participant caliber. Each year we strive to bring together some of the leading thinkers and doers from around the world to brainstorm the future of mobile. As we like to call it – it is a mobile boot camp with the brightest brains in mobile.

We are delighted to be partnering with some of the leading players in the ecosystem: CitrixByteMobile, Ericsson, Intel, Synchronoss, and Telefonica.

Some of the outstanding group of executives who are responsible for changing the face of the industry every day will be leading the discussion. Their insights will be invaluable and actionable.

Confirmed Speakers

· Ralph de la Vega, President and CEO, AT&T Mobility

· Steve Elfman, President, Sprint

· Erik Moreno, EVP, Fox Networks

· Danny Bowman, Chief Sales and Operating Officer, Samsung

· Terry Myerson, Corporate Vice President – Windows Phone, Microsoft

· Marios Zenios, VP – Uconnect, Chrysler Group

· Jef Holove, CEO, Basis

· Geeta Nayyar, Chief Medical Officer, AT&T

· Rowland Shaw, VP – Strategy, Ericsson

· Andrew Stalbow, EVP, Rovio

· Raj Toleti, President, Patient Point

· Manish Jha, GM – Mobile, NFL

· Drew Patterson, CEO, Room77

.. More to come

· Stephen David, former CIO, P&G

· Glenn Lurie, President, AT&T Mobility

· Jude Buckley, President – Mobility, Best Buy

· David Small, Chief Platform Officer, Verizon Enterprise Solutions

· Marianne Marck, SVP – Consumer Facing Technology, Starbucks

· Henning Schulzrinne, CTO, FCC

· Fay Arjomandi, Global Lead, Vodafone Xone

· Biju Nair, EVP and CSO, Synchronoss

· Hank Skorny, VP/GM – Software Services, Intel

· Curtis Kopf, VP – Customer Innovation, Alaska Airlines

· Matt Carter, President – Emerging Solutions, Sprint

· Joost Schreve, VP – Mobile, Tripadvisor

The Mobile Future Forward team, our esteemed partners, our fantastic speakers and our engaged community are really looking forward to Sept 10th.

I hope you will join us in what is shaping up to be an exceptional gathering of the mobile minds.

Thanks and best wishes.

Kind regards,

Chetan Sharma

Partner Event: Mobilebeat June 25, 2013

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

Our friends at Venturebeat are putting together their annual Mobilebeat summit next month. Checkout the program. Our readers get 20% off.