mobile



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 vast majority of U.S. gamers now play online and mobile is catching up.

 

mobilegames

Online games are booming: now around 72% of gamers are playing via the Internet, according to the research firm NPD.  Last year around 67% of U.S. gamers played online.

The number of U.S. gamers who use a PC for online gaming declined by 4 percentage points over the past year, to 68 percent. That’s still enough to make the PC the most popular platform for online gaming but mobile is catching up quickly. The number of respondents who said they use mobile devices for online gaming rose 12 percentage points over the same time period, to 56 percent.

The online survey was conducted in February and March, completed by more than 8,800 people who belong to NPD’s online panel.

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

Our new article “FounderFuel Demo Day Spring 2012: Which are the most promising tech startups? ” is available on Techvibes

http://www.techvibes.com/blog/founderfuel-demo-day-spring-2012-which-are-the-most-promising-tech-startups-2012-05-25

 

Louis Rhéaume

Infocom Intelligence

louis@infocomintelligence.com

Twitter: @InfocomAnalysis

Our new article “Mobile Service in Canada: Overpriced and Anti-Competitive [Study]” is available on Techvibes

http://www.techvibes.com/blog/mobile-service-in-canada-overpriced-and-anti-competitive-study-2012-04-24

 

Louis Rhéaume

Infocom Intelligence

louis@infocomintelligence.com

Twitter: @InfocomAnalysis

 

Venture capital funding may benefit from the Instagram acquisition.

According to CB Insights, US VC invested around $5.9 billion into startups in Q1 2012.  It represented a decreased by 22% from Q4-2011.  However, the number of deals around 785, has increased.  The star of the quarter was the social network Yammer, which raised $85 million.  VC and big Angel investors have mainly invested in smaller deals.  Seed investing (deal less than $1.5 million) represented around 20% of the deals, which is  a record.    Furthermore, smaller deals made by angel investors are not included in that report.  the most popular sectors are Internet, Mobile & Telecom.

(Credit: CB Insights)

According to Anand Sanwal, the CEO of CB Insights, “The Instagram deal pushed mobile into the limelight in a big way.”  This deal may accelerate VC funding in the short-term.

(Credit: CB Insights)

The whole report is available here.

 

Louis Rhéaume

Infocom Intelligence

louis@infocomintelligence.com

Twitter: @InfocomAnalysis

Alternatives to SMS are cutting wireless operators revenues

[published originally on FRIDAY, MARCH 02, 2012]

According to GigaOM, new competitors such as Viber, WhatsApp, Facebook Chat and Google Voice are all alternative ways to send instant messages or texts across mobile platforms and join the usual suspects such as BlackBerry Messenger, iMessage and Skype as ways Internet businesses are again challenging the mobile carriers at their own game. The rise in third-party IM and voice applications has been noted in Europe, but reports out today show that carriers are running out of time. They need to hurry to co-opt their competition by playing to their strengths.

Ovum estimates operators lost $13.9 billion of potential SMS revenue in 2011 through subscribers using social messaging apps on their mobile phone, a loss in revenue that is both high margin and creates a virtuous cycle of use. When I sign up for a new social messaging service, I get my friends on it too, causing a loss in potential revenue that spreads virally. That’s how Viber, a social messaging service that was relatively unknown six months ago, can suddenly shoot up to consume 2 percent of mobile bandwidth six months later, according to data from Allot.

Wireless operators must build a good portfolio of innovation projects where some “winners” will emerge. Innovation is the solution to revenues loss.

Source: http://gigaom.com/mobile/random-startups-are-eating-almost-14b-in-operator-sales/

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

The world of smartphones at Mobile World Congress

[Published originally on SATURDAY, FEBRUARY 25, 2012]

The Mobile World Congress (MWC) is actually in Barcelona, Spain. In a world where data is growing, SMS, short message provides 14% of the income of wireless operators.

But now is the time of the proliferation of data on smartphones: What’s App and social networks are killing the SMS. Moreover, the future of any business depends on its adaptation to the smartphone and its connection to the Internet.

Smartphones grew 53.5% in 2011, 432 million of these devices were sold worldwide, 34% of the total. At year end there will be a billion humans with a smartphone in their hands, according to Telecoms and Media. The smartphone is not, as predicted a couple of years ago, a luxury, but a necessary good. Within the next four years, the penetration of these devices will be multiplied by nine in Pakistan, by six in Indonesia, five in Japan and Nigeria, three in China and Brazil.

Penetration exceeds 50% in Spain, creating a new economy. Half of their owners used to make purchases, according to research from ComScore, among other activities.

The rapid expansion of mobile phone is no stranger to the business the ability to exploit someone else to operators and manufacturers. It is an income source for everyone from the automotive industry to public health. The smartphone saves routine visits to the doctor, permanent driver serves our vital signs, medication or view monitors in its early stage disease.

At the fair of Barcelona, the spotlight is going to lead to spectacular new phones, but the most important thing is not: are operating systems, with news W8 Mozilla and Microsoft – and especially the chips becoming more and more quick and ready. The quad-core Qualcomm (Snapdragon 4) and Nvidia (Tegra 39), born for the smartphone are able to get along with computers and television sets, connect to social networks, make payments or play real-time events and HD. All at once, in a single chip, and using less energy; an essential step for the nightmare of any owner of a mobile phone: the battery life, an area where progress is not enough for physical reasons.

In 2011, the biggest mobile sectors were: mobile games (31.5% of all admissions), music (21%) and applications (16%), but in four years it will be payments and applications.

Mobile users are taking advantage of broadband and connectivity in every corner. While traffic has tripled with just pictures, the application was multiplied by 15, by 13 for publications and video by 22. Telephone traffic will grow by 62% each year until 2016, the minority will be voice.

New mobile opportunities emerged: a computer is a company,and can be an application developer. Major events in the world today have not taken more than half a dozen people, as is the case of the most successful mobile game in the world: Angry Birds, which is only possible with a smartphone. It is the rule of smartphone.

Source: El Pais

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

Social, Mobile And Deals Categories Led US 2011 Private Tech Investments.

[Published originally on MONDAY, FEBRUARY 20, 2012]

According to the CrunchBase, a venture capital database of TechCrunch, Social, Mobile And Deals Categories Led 2011 Private Tech Investments. (Courtesy of Alexey Tolkachiov at BuzzSparks.org.)

421 Companies with the “social” tag in CrunchBase raised a total of $5.2 billion over the year. Out of this, Facebook alone was $1.5 billion; out of the 1,941 companies that were included in this analysis, Facebook alone raised 7.3% of the $20.5 billion total.

A few other social companies, including Twitter, Zynga, LivingSocial, Kabam, along with Chinese sites 55tuan and Lashou, count for another $2.29 billion. We’ll see how this category looks in 2012 — that is, look for a drop in private funding considering that so many of the leading companies in the category have already raised late-stage capital.

Some of these companies not only social but also deals sites, or game developers. This analysis in some cases double-counts ones that could fit in more than one category. The goal in doing so is to show how companies that are in multiple areas area impacting each of those areas. In any case, this type of categorization problem exists with any such data set.

Moving along… “Mobile” comes in second, with 393 companies raising a total of $2.3 billion. The fundings are relatively less concentrated at the top — InMobi, Square and Rearden Commerce all raised above $100 million, but that’s it. The third-largest category, Deals, is even more unbalanced than social. Groupon alone makes up more than half of the $1.9 billion total.

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

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