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Big tech acquisitions from the biggest players (infographic)

Here is an interesting infographic by Financesonline.com : 

 

company-acquisitions-infographic

Brought to you by comparisons.financesonline.com | Author: David Adelman | Visit our LinkedIn
Louis Rhéaume

Infocom Analysis

louis@infocominteligence.com

Twitter: @InfocomAnalysis

 

 

 

 



Entrevue avec Marcel Côté sur l’innovation

mc

Marcel Côté, l’un des principaux spécialistes de l’innovation au Québec  et actuel candidat à la mairie de Montréal nous donnait une entrevue il y a un an (réalisé pour Techvibes et Les News).

Marcel Côté croit qu’une startup au Québec aurait intérêt à lancer son application rapidement, même si elle n’est pas bien rodée, afin d’en évaluer rapidement sa popularité. C’est ce qu’a déclaré le cofondateur de SECOR, (acquis l’an passé par KPMG) au cours d’un entretien à la suite de la parution de son livre Innovation Reinvented.

Depuis 35 ans, Marcel Côté est un expert en stratégie de gestion pour les entrepreneurs, les grandes entreprises et les gouvernements. Il a été notamment conseiller économique de plusieurs premiers ministres du Canada et du Québec.

Son livre, qu’il a réalisé avec son partenaire Roger Miller, s’inspire d’une étude intitulée MINE (Managing Innovation in the New Economy), qui a duré près de 10 ans et portait sur l’analyse des pratiques innovatrices dans les entreprises.

Les succès sont parfois éphémères dans le milieu technologique. Est-il raisonnable de croire qu’une plateforme comme Facebook peut avoir du succès longtemps quand son prédécesseur (MySpace) a eu du succès pendant moins de 5 ans?

Je crois Facebook est probablement sur son déclin. De plus en plus de ses utilisateurs deviennent  passifs et de moins en moins actifs, du moins chez les individus. Facebook est d’ailleurs en voie de migration vers les entreprises. Plusieurs fournisseurs de jeux se développent à l’extérieur de Facebook – par exemple, Zynga – parce qu’ils n’aiment pas leur modèle d’affaires qui est trop cher. Facebook dans sa forme actuelle [entrevue réalisée en octobre 2012] ne résistera pas à long terme, à mon avis, et ses  limites deviennent de plus en plus apparentes. À mon avis, Facebook tel qu’on le connaît actuellement ne pourra survivre d’ici 10 ans.

Microsoft était dans une situation similaire, il y a 20 ans, avec son système d’exploitation, qui dominait le marché des ordinateurs personnels. Aujourd’hui, ce système est en train de perdre plusieurs parts de marché, tout comme leur fureteur Explorer. C’est difficile de demeurer dominant dans ces batailles d’architecture. Il n’y a véritablement que dans les consoles que Microsoft a eu du succès récemment.

Google est un autre cas intéressant. Son architecture s’est imposée dans les engins de recherche. Plus tard, Google a fait l’acquisition stratégique de YouTube, ce qui a amélioré sa plateforme.  Google cherche activement à se diversifier, même s’il domine largement le secteur des engins de recherche  Android n’est pas (très) payant. Ils n’ont actuellement que Google Maps et YouTube comme autres produits.

Une stratégie gagnante est d’aller chercher des produits et services complémentaires pour bâtir son écosystème. C’est ce qu’a fait Apple avec iPod, iTunes et  iPhone. Comment une PME peut y parvenir?

L’objectif est de chercher des bénéfices conjoints, une application plus une plateforme. Les applications doivent évoluer avec la plateforme, sinon, elles ne dureront que quelques années au plus. Apple a connu un succès mitigé initialement avec l’iPhone,  malgré son design cool : environ 6 millions de ventes à sa première année. C’est juste quand Apple a transformé iTunes pour en faire  l’App Store qu’Apple a pu tirer le plein potentiel du iPhone, en développant  son écosystème mobile. C’est alors que les ventes du iPhone ont décollé. Ironiquement, ce sont les développeurs d’applications qui ont découvert qu’un iTunes modifié pouvait distribuer des applications pour l’iPhone et qu’ils ont convaincu Steve Jobs de le faire. Ce sont eux qui les premiers, ont vu le grand potentiel du App Store.

Pour une PME, je dirais qu’il faut se souvenir de la règle 10-90 : 10 % des applications au plus génèrent plus de 90 % des revenus. Beaucoup d’appelés, très peu d’élus. Donc, il faut lancer rapidement votre application, même si le produit n’est pas parfait, afin de la tester rapidement. La première version doit miser sur la nouveauté plus que la perfection. On découvre alors si le concept est porteur, et le cas échéant, on peut le vendre et l’améliorer rapidement car il est évident que si c’est un succès, il y aura des imitateurs. Il faut aussi tabler sur le momentum des plateformes en croissance.

Avez-vous un conseil pour les entrepreneurs qui veulent s’attaquer à un marché des TIC?

À Montréal et au Canada, il est préférable d’aller du côté des applications. À  Montréal, nous sommes plus exposés aux influences et aux concepts européens et on est plus ouverts aux influences étrangères. C’est une grande source de créativité. De plus, développer et lancer une application n’exige pas beaucoup de capital. C’est le contraire avec une nouvelle plateforme, qui peut prendre jusqu’à 5 ans avant d’atteindre le seuil de rentabilité.  Une nouvelle plateforme  peut exiger de 30 à 50 millions de dollars en investissements avant d’être capable de générer des flux monétaires positifs. Nous n’avons pas les firmes de capital de risque ici au Canada pour envisager de tels investissements.

Prenez l’exemple de Zynga. À l’origine, Zynga a adapté le concept d’un jeu existant pour créer Farmville, qui a connu un très grand succès sur la plateforme Facebook. Mais pour chaque Farmville, il y a 1 000 échecs ou demi-succès sur Facebook. Maintenant qu’il est bien établi, Zynga cherche aussi à prendre ses distances face à Facebook, pour réduire sa dépendance sur leur modèle d’affaire trop couteux (30% des revenus), et il cherche à développer sa propre plateforme de jeux sociaux.

Marcel Côté est détenteur d’une maîtrise en sciences économiques de l’Université Carnegie Mellon (Pittsburgh, Pennsylvanie, 1969) et d’un baccalauréat en sciences physiques de l’Université d’Ottawa (1966), il a de plus reçu le titre de Fellow du Weatherhead Center for International Affairs de l’Université Harvard (1986).   Il est impliqué dans le développement économique de Montréal depuis 40 ans, dont le projet de Quartier de l’Innovation de Montréal en collaboration avec l’ÉTS et McGill.

Louis Rhéaume

Éditeur, 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

Apple still dominating the app sector in 2013

ipad__4

ABI Research  estimates that the global app economy will reach $25 billion this year.  Around 35% ($8.8M) will be tablet apps and 65% ($16.4 M) will be smartphones apps.  Apple will continue its domination of  the app sector with a market share around 65%. ABI forecasts that  by 2018, tablet apps should surpass smartphone apps in revenue. In five years, total global app revenue could reach $92 billion.  ABI’s analyst  believes that  Apple’s market share will stay very strong for many years to come: “By 2018 in terms of tablets it will still be 57 percent, and in terms of tablets plus smartphones, it will still be above 50 percent … around 52 percent.”

Louis Rhéaume

Infocom Analysis

louis@infocomintelligence.com

Twitter: @InfocomAnalysis

 

The Smartphone is Killing Traditional Cellphones

iphone5Comp

Traditional computer sales are shrinking.  Traditional books, traditional music and DVD sales are also decreasing while the applications market soars. Microsoft, the father of the software industry, and Nokia, once the world’s largest manufacturer of mobile, are desperately trying to catch-up with competitors. When it seemed that Apple’s reign would last a few decades, thanks to its iconic iPhone and iPad, Samsung appeared, and defeated Apple as the number 1 smartphone manufacturer in the World.

Smartphones have become the “center of personal digital life”. 80% of users sleep with their smartphones and 40% are even using it in the bathroom (Intel study, April 2012).

The smartphone has become the first screen surpassing the television, even in moments of prime time.  For Javier Nadal, Executive Vice President of Fundación Telefónica, “users are using different devices based on time of day, for example, mobile devices are more often used to connect to the Internet at awakening, breakfast and lunch, while the dominance of the tablet PC appears stronger in the remaining hours “.

In an increasingly digitized world, personal communication goes increasingly virtual: the social network users communicate with each other on an average of 23 individuals a day, while in person reaches only 16 individuals.

In 2012, for the first time ever, a decrease in the sales of mobile phones occurred. It traded 1.7% lower (1.750 million units). That negative milestone was due to the decline of basic phones, which are only used for little more than talking and texting.

The tablets splendidly started as the younger brother of smartphones, which even though it exceeds in inches, is changing the habits of users and, more importantly, consumers. Electronic commerce is rapidly moving from e-commerce to m-commerce. In the fourth quarter, transactions both on smartphones and tablets from the U.S., accounted for 11% of total e-commerce spending.

If 2012 was the year of smartphones, most experts predict that 2013 will be the year of tablets.  Digitimes Research estimates that, for the first time, the sale of tablets, adding the brand and the private label (made to third parties, for example, for operators) – will overtake the laptop. The market will grow by 38.3% to total sales of 210 million units. That transition to finer screen has already occurred. Two out of six computers sold in the last quarter of 2012 were tablets, according to Canalys.

By contrast, in 2012 352 million PCs were sold, down 3.2%.  It was the first annual drop since 2001, according to IDC. Even the appearance of Windows 8, the new operating system from Microsoft, has not been able to stop the decline.

Parallel to this change,  was a complete reversal of the protagonists. There are new players, but the leadership does not last decades. Apple, which looked like it had come to stay, has lost its dominance. As a manufacturer, Samsung has demonstrated with its Galaxy line that there is life beyond the iPhone. The South Korean firm dominated the world market not only for phones, but smartphones, with more than 200 million units, compared to 120 million for iPhones.

Android is now installed on 68.8% of smartphones distributed in 2012, gaining nearly 20 points(percent) in a single year; far behind Apple’s own system iOS, which has a share of 18.8%.

“Android is now in very strong demand. It represents around 90% of the market by value and 70% by volume, and so we work with it “, says the director of the division of LG Mobile Spain.

Although AppStore is still the leader in number of applications and revenue, Google Play, store finder, is gaining ground. It has almost the same catalog (700,000 versus 800,000 applications). In the fourth quarter, Android doubled its applications growth, while those of AppStore grew by 20%.

Operators, which until now caught most of the revenue generated by mobile telephony, are reducing their share every year, and in mature markets such as Europe, are also billing. According to Wireless Intelligence, Worldwide sales of mobile operators increased by 5.2% in 2012, to $ 1.16 trillion, but only thanks to the boost from emerging markets, which now account for four out of five new mobile connections global scale.

It is also changing the structure of earnings. The consultancy Ovum estimates that voice revenues, which now represent 64% of the total, will only be 52% in 2017. The growth of mobile broadband will mean rising incomes, at an annual rate of 8.2% expected by 2017.

Outside of business applications, with users willing to spend their savings on the latest smartphone while pressing for more affordable flat rate, operators still have not been given the key to retain their share of the pie. The Over The Top (OTT) services such as messaging and free calls as WhastApp, Skype or Line will have a negative impact on operating income of 370 billion dollars by 2020.

At the same time, operators must make a huge investment effort to lay new fiber optic lines and such mobile fourth generation (LTE), necessary to absorb the exponential traffic growth caused by intruders such as Google or Apple.  In 2011, revenues from Google, Amazon, Microsoft, Apple and Facebook reached 200 000 million, compared with 350 000 million top five global operators (Vodafone, AT & T, China Mobile, Telefonica and Verizon).

Only the application market in the world accounted for more than 15,000 million dollars in 2012 and is estimated to reach more than 24,000 million this year. “Revenues are concentrated mostly in the platform / store in the operator, which only benefits the traffic generated by the application, depending on the customer’s rate plan, but also indirectly through customer loyalty in the case of apps high demand, “says Pedro Jurado, director of Accenture Technology.

Jose Arias, vice president of the consulting firm Booz & Company in Spain, warning that “the current infrastructures are reaching a saturation point, forcing aggressive investments in both capacity increases and technological improvements. Given the rate of annual growth of mobile data traffic, close to 80%, and 28% in fixed networks, it is expected that the volume of data traffic in the world will double every two and a half years. ”

To assume increasing traffic and new services, operators face the challenge of launching the fourth generation of mobile known as Long Term Evolution (LTE), which allows download speeds of more than 100 megabytes per second. It requires huge investments monetize OTT tools that benefit from this infrastructure without paying a penny. So far, there are 152 commercial LTE networks across 65 countries, and by the end of 2013 there will be 114 million subscribers, which will double in 2014, according to a Yankee Group report.

“Operators have to invest not only in deploying LTE networks at a faster and faster pace (in a decidedly adverse economic climate), but also in finding innovative ways to monetize these new networks, while struggling with the increasingly intense competition from OTT, which wants to steal their bread and butter which are voice revenues and messages, “said Declan Lonergan, Yankee Group.

That OTT threat is very real. Voice revenues of mobile operators, which were 769,000 million in 2011, will be reduced by 9% in 2016 despite the increase in subscribers. However, Juniper Research believes that the costly investment required by LTE may end up with a reward.  In 2017, it will account for 31% of global revenues, amounting to 250,000 million euros (in 2012 it involved only around 55,000 million).  For now, the head of the deployment is among U.S. operators (AT & T, Verizon and Sprint), which will provide almost complete coverage in 2014.

Source: El Pais

 

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

“4 Mobile Advertising Stocks That Can Benefit From A $12 Billion U.S. Market By 2016″ is available on Seeking Alpha

http://seekingalpha.com/article/888051-4-mobile-advertising-stocks-that-can-benefit-from-a-12-billion-u-s-market-by-2016

about: GOOG, includes: AAPLFBMMP

Louis Rhéaume

Infocom Analysis

louis@infocomintelligence.com

Twitter: @InfocomAnalysis

Innovation of the month: App Mobli, an alternative to Instagram

What is Mobli?  Here is an answer from their web site.

Mobli is a real-time visual media platform made up of subject-based channels such as people, places and topics. Mobli enables users to see the world through other people’s eyes. There’s no doubt that social media has taken the world by storm. However, let’s face it, social media was born in a pre-smart phone era. Mobli has created a website integrated to iPhones, Android & Blackberry apps that unlock the power of social media!

Mobli unlocks the hidden potential of social media by leveraging the power of smartphones, enabling people to quickly and easily share & experience events via high-quality videos and photos uploaded on-location and in real-time.  With the integration of channels and geo-location, Mobli enables people to share their special occasions, experiences or interests, with communities of individuals who will appreciate them.

For example, concert-goers, celebrity fans, wedding attendees, car enthusiasts and families can all share pictures and videos of an occasion, experience or interest with like-minded communities.

Thus, Mobli is an alternative to Instagram, with its ability to share pictures but also videos with friends and strangers. The service of course has filters and powerful editing tools, but what’s cool about Mobli is that users can share their pictures out to various channels that are open to the world. So even if you don’t have any friends on the service – a big barrier for any social service — you can still get good feedback from people interested in the same topics. You can create any kind of channel from the desktop version, a feature that is coming soon to mobile. Or you can find relevant channels or see what’s being shared around you. The service, which has 2.5 million users, has raised more than $4 million from some well known investors including Leonardo DiCaprio.

Mobli is available on iPhone, Blackberry and Android.

Louis Rhéaume

Infocom Intelligence

louis@infocomintelligence.com

Twitter: @InfocomAnalysis

Android has a collective evolution

[Published originally on March 5, 2012]

According to Andy Rubin of Google, there are 850,000 activations of Android devices, whether mobile or tablets a day. Rubin explains the motivations behind the acquisition of Motorola: “The advantage of having a firm that makes it able to dial to where we think the future will, but it won’t make anything exclusive that it may damage the rest… We believe in an open ecosystem.”

As it happens, Motorola released the Android 3.0 Xoom tablet. Samsung offers version 4.0, which unifies tablets and phones. “Without balance you can not make an ecosystem. ” Within this logic fits the fact that many manufacturers such as Motorola’s own Motoblur, Samsung or HTC Sense Hub, provide their own equipment and adaptable interface. “I know it’s controversial, some may prefer the pure system, as it comes, it also helps handled who are not familiar or want to customize. Anything to give consumers more choices seems right. ”

Rubin has revealed that in 2011 12 million tablets with Google software were sold, excluding the Amazon Kindle Fire. They just doubled those sold in 2010.

First came Google Music, Google Books and later, YouTube was acquired… Just after they released Android. Now they need to combine both worlds … “We will add more content, but for now we can not advertise. We have to improve to do business. ”

Android still has some issues to solve: such as hiw you can’t have good Facebook application in tablets? All board members have agreed that what is seen in the 10 inch version does not seem very consistent with the social network. “We will try to mark a path as the application of Gmail or YouTube, which detects the device and adapts, but it is a question for us, but for Facebook it does offer a version for iPhone and one for iPad” . A few hours later the head of Facebook’s Technology has announced its commitment to a web-based, open mobile HTML5.

Rubin says high-end phones today will become the minimum within a window of 18 months. “The important thing is to be brave enough to set trends.” When he arrived at Google, the firms invested in Android because, he says, Google knew that their business model, with free services and advertising revenue, was the only one who could succeed with their vision completely. It is unfair to think that all innovation comes from a company. The evolution is collective. ”

Neither ruled out at some point a launch of a Google e-reader, but it does not seem too logical: “There is already an application in our Kindle Store.”

The future, according to Rubin, is the era postPC. Once you have set in tablets and phones the next frontier is in the home, when you come home and leave the keys, mobile and work. “I feel that if we put Android at home, this will not work. We must be imaginative to join more traveling companions. If not, others will come up with another ecosystem. It is an industry that we want to lead by giving intelligence to home,” he argues. It fits with the line of home automation smart labels, just a day before Sony had introduced its new handsets.

Source: El Pais

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

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