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Managing Growth and
Profits in the Yottabyte Era
Executive Summary
In Q1 2009, the US market exceeded $10B in quarterly
mobile data service revenues for the first time. The subscription
penetration in the US is well past 90% and the mobile data usage is on
the rise. While the rate of new subscriptions has slowed, the pace of
innovation is going very strong. It is quite apparent that the mobile
industry is going through a significant transition from voice to data,
from making calls to getting lost in applications and from voice
communications to multimedia communications. Helped by the ever
expanding wireless broadband networks, and release of hit devices every
quarter, and consumer’s insatiable appetite for information and content
has brought us to the surge of a data tsunami that will shake the
industry to its core.
As everything moves to digital, information repositories
across the web are almost doubling every day moving rapidly to the
yottabyte (YB) era. The information and the desire and the capability to
consume oodles of data is increasing exponentially. As a result the
traffic – both Wireline and wireless is also increasing at a predictably
fast rate.
In 2009, the global yearly mobile data traffic
will reach a new milestone – 1 Exabyte(EB) or 1 Million Terabytes
(TB).By 2016-17, the global yearly mobile data traffic is likely to
exceed 1 Zettabyte (ZB) or 1000 Exabytes. By 2014, in the US alone, the
total yearly mobile data traffic is likely to exceed 40 EB. How do you
go about managing such growth in a profitable manner when the cost of
supporting such traffic will increase exponentially despite the move to
4G? Will the move to LTE offer some respite?
This paper discusses the analysis done by Chetan Sharma
Consulting on the growth of mobile data traffic in the US market and how
the ecosystem can apply some strategies to manage growth and profits. We
built detailed models to estimate the rise of mobile data network
traffic and discuss some solutions to handle such growth in this paper.
Download
Paper
Your feedback is always welcome.
Should you have any questions about navigating or understanding the
economic and competitive icebergs, please feel free to drop us a line.
Thanks.
Chetan Sharma
Disclaimer: Some of the companies mentioned in this note are our clients.
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Introducing .. |
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www.mobilebreakfastseries.com |
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Recent
Publications/Media Interviews/Mentions |
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Gestion |
Del compromiso a la
compra (in Spanish) |
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NY Times |
Cellphone Locator System Needs No Satellite
US Pulls Ahead in Mobile Data Revenue
Apple Shows Off Next Version of iPhone Software |
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Boston Globe |
Surreptitious success |
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Wireless Week |
Tough Times Call for Superior Customer Care |
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Mercury News |
Your phone, your life: New apps change how you use mobile
devices |
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CNN Money |
US Wireless Data Revenues on the Brink |
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MIT Technology
Review |
Gmail Sidesteps the App Store
A
New Breed of Netbook?
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GigaOM |
How iPhone 3.0 Will Impact Wireless Networks
With Latitude, Google
Fires Another Shot at the Mobile Operators
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BusinessWeek |
AT&T's Designs for the Wireless Market
The iPhone's Wary New Rivals
Wireless Industry: Engaged in Double Counting? |
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Advertising Age |
Where to Find the Marketer Opportunities in the new iPhone
Who Needs the iPhone?
Verizon beats AT&T in new customers
Wireless-Phone Companies Fight Rising Churn Rates
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WIRED |
Smartphone War Heats Up, Google Phones Still MIA
Concept Phones go on
Display at Wireless Trade Show
The Next Netbook Trend: Cellphone-Like Contract Deals |
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CNN Money |
The iPhone and the Ensuing Wireless Broadband Boom |
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Washington Post |
Is the Rush to Develop iPhone Apps Creating A Bubble?
Data Revenue Growth Nearly Offsets Plunge in Voice Revenues |
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Books |
Mobile
Advertising: Supercharge your brand in the exploding wireless
market (John Wiley & Sons)
Wireless Broadband:
Conflict and Convergence (IEEE Press/John Wiley)
Enterprise Mobility:
Applications, Technologies and Strategies (IOS Press) |
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Survey |
Mobile Industry Predictions
Survey |
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Whitepaper |
Inside the USPTO: A guide to
the patenting process |
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Whitepaper |
What is your Patent Portfolio Quotient (PPQ)? |
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Missed
an article? All articles can be found here. |
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Upcoming
Events |
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Notes from
recent events |
PARC,
CTIA,
NAB |
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July 9 |
TiE, Managing Growth
and Profits in the Yottabyte Era, Seattle |
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July 16 |
MobileBeat, Where is
the ROI, Moderating the VC panel |
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Sept 10 |
Mobilize, San
Francisco |
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Sept 15 |
Seattle Mobile Breakfast
Series, INAUGURAL EVENT, Seattle |
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Sept 24 |
4G Analyst Meet,
Dallas |
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Oct 9-12 |
CTIA, San Diego |
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Oct 15 |
FiREGlobal
West Coast, Seattle |
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Oct 19-22 |
PAN IIT,
Chicago |
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Nov 4-5 |
Open Mobile
Summit, San Francisco |
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Nov |
Seattle Mobile
Breakfast Series, Seattle |
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In addition, Chetan will be doing some
private briefings to carriers, content providers and enterprise
solution providers |
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Upcoming
Research |
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Aug |
US Wireless Data Market
Update Q2 2009 |
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Aug |
Intellectual Property
Strategy for Startups |
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Sept |
Global Wireless Data Market
Update 1H 2009 |
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Sept |
Search for the elusive
profitable mobile data customer |
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Missed an update?
All research notes can be found here. |
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© Chetan Sharma Consulting
2001-2009. All
Rights Reserved. |
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Chetan Sharma Consulting is a
consulting and advisory firm helping companies in the mobile and
voice communications sector. Our expertise is in developing
innovation-driven product, business, and IP strategy. We've
helped companies like NTT DoCoMo, China Mobile, Samsung, KDDI,
Motorola, Alcatel-Lucent, Sony, Virgin
Mobile, KTF, Sprint Nextel, Reuters,
Disney, Qualcomm, Motricity, Reliance, BEA, HP, Merrill Lynch,
Cincinnati Bell, Bain, SAP, Vulcan, American Express, and many
others. What can we do for you?
www.chetansharma.com |
If you have questions or
suggestions or feedback on this subject or on the wireless & mobile industry at large,
please contact us at
feedback@chetansharma.com - we look forward to hearing from
you.
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