amazon



Apple is by far the world leader in customer accounts

Apple is by far the world leader in customer accounts with 600 million accounts  (iPod, iPhone, iPad or iTunes).  Amazon, the biggest e-commerce company in the world only has 224 million accounts. Twitter, a free and popular web service, doesn’t have 600 million users. Yahoo, which is one of the most popular websites in the world has ~700 million monthly users.  Apple will continue to drive its profitability in the long-term from its huge users’ base.

Read more: http://www.businessinsider.com/chart-of-the-day-apple-has-600-million-accounts-blowing-away-every-other-company-2013-11#ixzz2jibS34AL

Here is a graph from BI Intelligence.

apple

Louis Rhéaume

Editor, Infocom Analysis

louis@infocomintelligence.com



2013 Booz & Company’s Global Innovation 1000

booz

 

 

 

 

 

Here are some of the key highlights from the 2013 Booz & Company’s Global Innovation 1000:

 

  • The top 5 industries spending the most on research and development are:
  1. Computing And Electronics (27% of spending worldwide )
  2. Healthcare (22%)
  3. Auto (16%)
  4. Industrials (10%)
  5. Software and the Internet (8%)
  • The biggest growth comes from Software and Internet with an increase of 22% in the last year, followed by telecom (21%).
  • The biggest annual growth comes from the region of China (36%).
  • An important new trend is investment in research and development  toward digital enablers  (8% of total R&D in procurement, deployment and support of digital enablers).

 

  • Top 10 most innovative firms
  1. Apple
  2. Google
  3. Samsung
  4. Amazon
  5. 3M
  6. GE
  7. Microsoft
  8. IBM
  9. Tesla Motors
  10. Facebook

Louis Rhéaume

Editor, Infocom Analysis

louis@infocomintelligence.com

Mobile is eating the world

smart

Venture capitalist Marc Andreessen is known to have popularize the sentence: “Software is eating the world”. Thus, some start-ups based on a new software are  disrupting whole sectors, like AirBnb with the hotel industry.

Benedict Evans, an Internet Analyst, has come up with a new report with the title: “Mobile is eating the world”.  He has some interesting conclusions that

  • mobile is now changing everything,
  • the technology and mobile sector are converging
  • tablet growth is accelerating quickly

The whole presentation is available at:  http://fr.slideshare.net/bge20/2013-05-bea

Louis Rhéaume

Editor

Infocom Analysis

The Mobile applications statistics

apps

 

Source: Infographic by Top Apps

 

Louis Rhéaume

Editor

Infocom Analysis

Selon Forrester, Google va gagner la bataille de la publicité en ligne contre Facebook

forrester

Nate Elliott, vice-président et analyste principal chez Forrester, était un conférencier vedette à Intracom 2013, qui se déroulait jeudi à Montréal.  Ayant débuté sa carrière sur le web en 1995, il est considéré comme un pionnier dans l’industrie des stratégies interactives. Nate Elliott aide les entreprises à élaborer des stratégies de marketing interactif, en particulier les chaînes de marques tels que les médias sociaux et la publicité vidéo en ligne. Ses clients viennent de presque tous les secteurs – y compris les biens de consommation, les produits pharmaceutiques et les services financiers – et de partout dans le monde.

Sa conférence s’intitulait : « Affinité, intention et la répartition du budget marketing – Évaluer comment Facebook aura un impact sur votre commercialisation »  Selon M. Elliott chaque jour, des milliards de recherches se font sur Google, et dans le processus, ils créent ce que John Battelle a qualifié de «base de données des intentions»: un enregistrement massif des désirs du monde qui aide l’entreprise à générer des dizaines de milliards de dollars de recettes publicitaires. Facebook, peut-être la seule autre société qui a recueilli autant de données que Google, n’a pas eu la même chance jusqu’à présent de convertir ses données en dollars. Pourquoi ? Parce que contrairement à Google, Facebook a involontairement construit une « base de données de l’affinité»: un record massif de ce que les gens aiment plutôt que ce qu’ils ont l’intention de faire.

Valeur des bases de données

Selon M. Elliott, la base de données de l’affinité est potentiellement aussi précieuse que la base de données des intentions – mais ni Facebook ni les responsables du marketing n’ont réussi à trouver la façon de faire ou de mesurer cette valeur.

M. Elliott soulève l’importance de l’analyse des données pour avoir une campagne de publicité mieux rentable en ligne, ou dans les médias traditionnels.  Il donne l’exemple de Ford et de ses modèles de camions « pickup ».  Dans les annonces à la TV, on voit toujours des cowboys ou des gens très masculins qui font plusieurs activités de construction.  Or, selon M. Elliott 40% des clients qui achètent ces camions sont en fait des femmes et plusieurs clients sont aussi des professionnels à « cols blancs ».  Ford ne fait pourtant aucune publicité pour rejoindre ce large public.  L’analyse des bases de données permet de mieux cibler les campagnes de publicité et d’avoir une meilleure rentabilité en rejoignant les segments les plus importants de sa clientèle. La publicité en ligne le permet.

Selon un sondage de Forrester, l’importance des médias sociaux est un phénomène mondial en très forte croissance.  Ainsi, il y aurait entre autre: 83 milliards de « J’aime » sur Facebook par mois, 12 milliards de tweets par mois et 6 million de critiques sur Amazon par mois.

Les engins de recherche comme Google permettent non seulement de développer une base de données des intentions (catalogue des désirs ou intentions d’achats en observant les comportements de recherche en ligne) mais aussi une base de données d’affinités (préférences ou désirs de connecter avec des gens, produit, chose ou marque). Cette dernière est plus émotionelle, exprimée par un plus grand degré d’engagement sur des années, et qui favorise les annonceurs de marques.

Google a beaucoup plus de succès pour monétiser ses données avec des revenus de publicité de 50 milliards $ en 2012, par rapport à 5 milliards $ pour Facebook.  Google est mieux positionné à cause que :

  1. La firme est en mesure d’utiliser ses données de recherche mondiales,
  2. Elle a de bons outils d’analyses pour faire du sens avec ses données, et
  3. Ses formats de publicités (incluant la vidéo et YouTube) peuvent mieux créer un impact avec les marques.

La leçon à retirer est que pour les annonceurs, Google est la meilleure plate-forme pour une campagne de publicité en ligne et qu’il faudrait limiter plus son budget de publicité sur Facebook.  Pour en savoir plus sur la valeur des bases de données en publicité, lisez l’article: 8 Fast Growing Infomediation Players sur Seeking Alpha.

Louis Rhéaume

Infocom Analysis

louis@infocomintelligence.com

Twitter : @InfocomAnalysis

Apple has 2X More Cumulative Download Apps than Android

Juniper Research reports that Apple has now 2X more cumulative download app than Android: 40M vs 20M.  Both mobile operating systems largely dominate tha app market with a combined 75% market share.  Apple got a huge 20M download app only in 2012. iOS developers have received over $7 billion from iOS apps, while Apple collected 30%, just over $3 billion from the arrangement, including around $1.5 billion for 2012.

Nokia Store, Blackberry App World and GetJar are in the top 5 app stores of 2012, with around nine billion downloads between them.  It becomes difficult for Microsoft and Amazon to attract mobile developers.  Both Apple and Google can deliver immense scale, with audiences in the hundreds of millions.

While Apple and Android have similar download statistics for 2o12, Apple monetizes around 10% of its app, as opposed of only 3% for Google apps.  iOS apps also see far higher revenues coming from freemium.

Louis Rhéaume

Infocom Analysis

louis@infocomintelligence.com

Twitter: @InfocomAnalysis

Notre nouvel article “La prochaine vague technologique, selon un gourou” est disponible sur LesNews.ca

http://lesnews.ca/technologie/12245-le-logiciel-va-perturber-le-monde-des-affaires

 

Louis Rhéaume

Infocom Intelligence

louis@infocomintelligence.com

Twitter: @InfocomAnalysis

Top 12 greatest entrepreneurs according to Fortune

Here is the list of the top 12 greatest entrepreneurs according to Fortune.

1-Steve Jobs (Apple)

2-Bill Gates (Microsoft)

3-Fred Smith (FedEx)

4-Jeff Bezos (Amazon)

5-Larry Page and Sergey Brin (Google)

6-Howard Schultz (Starbucks)

7-Mark Zuckerberg (Facebook)

8-John Mackey (Whole Foods)

9-Herb Kelleher (SouthWest Airlines)

10-Narayana Murthy (Infosys)

11-Sam Walton (WalMart)

12-Muhammad Yunus (Grameen Bank)

 

Interestingly, 50% of the list (6 entrepreneurs on 12) is from infocom industries.

For more information see: http://money.cnn.com/galleries/2012/news/companies/1203/gallery.greatest-entrepreneurs.fortune/2.html

 

Louis Rhéaume

Infocom Intelligence

louis@infocomintelligence.com

Twitter: @InfocomAnalysis

Personalization will drive e-commerce

[Published originally on February 9, 2012]

“Personalization was really important in enabling Amazon to differentiate itself and grow in past ten years,” David Selinger, CEO and co-founder of RichRelevance. Selinger also was Amazon’s Manager, Consumer Behavior Research and helped build some of the site’s personalization features a number of years ago. “Personalization will be the differentiating factor in e-commerce and digital commerce going forward, especially for multichannel retailers and new entrants online.”

Amazon and Netflix represent the first wave of personalization. I believe that we are going to enter into the next wave of a more personalized e-commerce experience as retailers and e-commerce sites move towards mining data to improve sales and conversions.

It’s highly likely that you have helped boost Amazon and Netflix’s conversion rates on movies, books, or other products thanks to personalized suggestions of items that you may like based on your previous purchase data, other consumers’ purchase history and more.

In a previous blog post we mentionned a quote from eBay CEO who said that in the next 3 years there will be more changes to online shopping than in the last 20 years. eBay has also been personalizing the marketplace experience with recommendations of similarly viewed or bought items for some time, and is looking to expand personalization efforts with PayPal and the recent acquisition of Hunch. eBay will leverage data mining. For most retailers, the toughest hurdle is to have enough data on an individual to actually help personalize the experience. For the majority of buyers who purchase from a specific site once every few months, or even less frequently, a retailer may have no real sense of direction on how to present similar products.

Getting these data points is the biggest challenge that retailers face. But retailers do have significant data for the small amount of regular, routine customers for an e-commerce site, including clicks, purchase history, shopping cart information, shares and Likes, and more. Retailers face challenges on how to store and organize this data, and then turn this into personal recommendations.

A store owner or shop keeper would engage you in a conversation when walking into a store and looking for something open-ended, such as a birthday gift. One way to do this is to present a personalized item suggestion but ask the consumer (in a Pandora-like fashion) if the recommendation sucks and how they can make the shopper’s life better “People want to help the system and love to correct things,” according to DJ Patil of Greylock Partners. And similar to Pandora, people become more invested in a platform that knows their preferences and will be more likely to return.

Patil draws an interesting comparison with how grocery stores have been able to structure their layouts to provide serendipity and useful discovery. “When you go to the supermarket, the stores know you are definitely going to milk aisle, so they often put it in the back of the store, so you can find serendipitous stuff on the way. Online retailers need to replicate that on e-commerce sites.” In the end, the goal is to be able to deliver personalization without being predictable.

Social

Social data (i.e. the Facebook Likes of products, what products people are recommending on Facebook or Twitter) is going to be a big part of personalization for retailers in the future. Already plenty of retailers are using Facebook social plugins and Connect integrations to leverage Facebook data to show visitors what friends bought or shared, what products relate to their Likes, and which friends they might want to invite. The problem with this data is that much of it is unstructured, and there is really no one who has effectively nailed social personalization in the commerce arena the way Amazon was able to do with data from purchase behavior.

David Selinger, CEO and co-founder of RichRelevance, thinks that mining social data for ecommerce may lose steam before it takes off, drawing the comparison to email. “In 2007, if you were to walk into VC’s office with an idea about ecommerce and email, you would have been sent out the door,” Selinger says. But he explains that while there is an inherent enterprise value in this social data, it will take a long time to take off, similar to the way it took awhile for personalized email and commerce models to enter the market. “When someone figures out how to do it and do it well, it will grow really quickly,” he maintains.

The challenge for retailers is making sense of the Facebook news feed — i.e. streamlining recommendations, attaching brands and tags to this data and then serving this to shoppers in a useful, personalized format. Basically, your social network can become your Consumer Reports.

The challenge for the data mining community, explains Patil, is actually figuring out the intent in much of the unstructured data that is posted about retail products and brands on Facebook. And it’s important to keep in mind that some of this data from Facebook users is private.

So consumers both on Facebook as well as on retail sites will have to be more willing to give up key data like purchase history, Likes and other social actions, and even location in order to get a more personalized shopping experience on retail sites.

The key will be getting consumers to understand that more data will improve their shopping experience, and making the choice of opting-in a no brainer.

Source: TechCrunch

Fore more information on infomediation players you can read:

http://www.infocomanalysis.com/2011/11/new-article-on-seeking-alpha-8-fast.html

Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis

New article on Seeking Alpha: Groupon versus Amazon: Similarities and Differences in Creating Value

[Published originally on November 15, 2011]

My new article “Groupon versus Amazon: Similarities and Differences in Creating Value” is available on Seeking Alpha. It is in the Editor’s pick of the day.

http://seekingalpha.com/article/307899-groupon-vs-amazon-similarities-and-differences-in-creating-value

Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis

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