Posts Tagged ‘mobile apps’

Morgan Stanley’s Mobile Internet Report Setup – pt. 1

Sunday, December 20th, 2009

The following screenshots are taken from a presentation deck of 92 slides. Some of the details are irrelevant to Web / mobile entrepreneurs & startups (e.g. carrier-side of things), and thus I save you the pain from having to read the whole thing. The Mobile Internet Report Setup is part 1 (of 3) of Morgan Stanley’s annual data dump covering the mobile + web industry.

(Click for larger image)

If you’re an entrepreneur in this space, now is the time to *not* fall asleep.

Morgan Stanley - Mobile Internet Report Setup 2009

Smartphone market share is growing globally.

Morgan Stanley - Mobile Internet Report Setup 2009

It’s the era of co-creation, nobody succeeds at it alone. A thriving 3rd-party application market place is key in a platform-play.

Morgan Stanley - Mobile Internet Report Setup 2009

Counterintuitively, Internet usage on smartphones does not grow linearly to shipments of handsets (it’s much greater).

Morgan Stanley - Mobile Internet Report Setup 2009

The Facebook + Apple combo = poster child for the future of mobile + web apps. Apple focuses on the handset superiority (hardware, app distribution), while Facebook focuses on the application software layer, user experience .. which in this case the mobile app strategically complements it’s core app (the actual Facebook desktop Web site). Facebook focuses on the viral network effects of its app, which itself is also a platform.

Morgan Stanley - Mobile Internet Report Setup 2009

Facebook’s Web platform is also thriving.

Morgan Stanley - Mobile Internet Report Setup 2009

Old news, but voice revenues are dropping and data is becoming more and more valuable for end users, and to carriers (to compensate for voice revenues).

Morgan Stanley - Mobile Internet Report Setup 2009

Smartphones do make a difference in enabling users to really consume the mobile Web and apps. Feature-phones just can’t handle it.

Morgan Stanley - Mobile Internet Report Setup 2009

Yet further proof that in this era, the democratized Internet will prevail. Iron-fisted dictatorships (*cough* Apple *cough*) will not win in the long run (my prediction anyways).

Morgan Stanley - Mobile Internet Report Setup 2009

The rest of the world (ROW)’s mobile market usually lag what we see in Japan by a few years. Japan’s social networking trends shows us that social networking apps are increasingly being accessed from mobile at the expense of desktop.

Morgan Stanley - Mobile Internet Report Setup 2009

8 years. ROW lags Japan by 8 years.

Morgan Stanley - Mobile Internet Report Setup 2009

Stay tuned for my summary of the other two slide decks .. those are some 600+ and 400+ slides long.

Google Goggles (Giggles)

Monday, December 7th, 2009

Google just publicly unveiled this Labs project today called Google Goggles. The project is still in its infancy but you can already see some preliminary results that show what a game changer this application will be (see the video).

Excerpt from the announcement:

A New Era of Computing

Mobile devices straddle the intersection of three significant industry trends: computing (or Moore’s Law), connectivity, and the cloud. Simply put:

  • Phones get more powerful and less expensive all the time
  • They’re connected to the Internet more often, from more places; and
  • They tap into computational power that’s available in datacenters around the world

These “Cs” aren’t new: we’ve discussed them in isolation for over 40 years. But today’s smartphones — for the first time — combine all three into a personal, handheld experience. We’ve only begun to appreciate the impact of these converged devices, but we’re pretty sure about one thing: we’ve moved past the PC-only era, into a world where search is forever changed.

A Thriving App Economy Key To Telcos, Social Networks, and Handset Manufacturers Survival

Monday, June 8th, 2009
  • Amazon.com was started with the idea that they would make money by shipping physical products. Today’s Amazon makes money by building a market place where every link that take you to a product is in fact an ad (revenue share). They make more money, not by shipping goods, but by referring customers to other goods.
  • In 2008, 3 billions apps where downloaded on the Internet, most on social network and mobiles. That’s 40-50 million daily active users
  • Today < 5% are paid apps, but that's ok because numbers shows that paid apps are trending up
  • Average app price people pay for is the price of an iTunes song, $0.99 – $2.99. There may be a threshold where people won’t pay
  • Many people have call-waiting which cost them $3.99/month, but do they even use it once a month? But you don’t hesitate paying for it again because they want the convenience of having it. Users will pay for apps
  • An app economy is emerging, with lots of little companies. There probably won’t be a big winners, but if you look at the aggregate, this could be a 1 billion revenue stream opportunity, perhaps a $10 billion market cap business.
  • It’s opportunity is viable, real, out there, just won’t support a large company today. A real trend that will continue grow. As Facebook grows, as smartphone industry grows, there’s going to be a need for new revenue sources to support these companies & activities.
  • Telcos: as voice rates continues to drop for telcos, flat-rate data plans begin to fill in these revenue gaps
  • Facebooks of the world: ad won’t support the model, need app-based economy
  • Take off your US-centric lens. People in other countries may not have iPhones but they do consume a lot of data apps
  • AT&T’s of the world: walled-gardens are coming down, because they are seeing the revenue opportunity. They will build their own app stores and take their 30% margin on the apps
  • As iPhone prices come down, AAPL will not be able to make money from hardware, they will increasingly need to rely on revenue from apps

The above is Ram Shriram’s technology trend prediction, from the 11th Annual Top Ten Tech Trends at the Churchill Club. I couldn’t find the transcripts from that 2-hour long debate, so yours truly had to hit the YouTube replay a few hundred times over to capture the above. Too good to not capture!

You can watch the entire thing here:

iPhone ring tones ‘r E-Z

Wednesday, March 11th, 2009

Wow I didn’t know this, but if you are an iPhone owner, making your own ring tones is really easy. I balk at ring tone prices for feature phones, which I think is a rip off and usually find ways to hack my own .. for the sake of bucking the system. Ok, are you ready for the instructions?

Step 1: If the audio piece you want as your ring tone is not already a file with an .m4r extension, (e.g. if you have an mp3), then use whatever free sound editor to clip the section you want and convert it into an .m4r file.

Step 2: Plug your iPhone to your computer, fire up iTunes, then drag ‘n drop the file onto iTunes.

Step 3: (that’s it, there isn’t anymore steps)

Now .. if it was this easy to make ring tones for all phones, mobile ring tones would probably ceast to be the #1 source of data revenue for mobile operators.

p.s. if you follow TED (which no cool person does not), you’ll be pleased to know that they have their classic intro music as a ring tone .. all ready to go for iPhones in an M4R file. Interview with the piece’s composer.

Context and Personalization Key To Cloud Services

Thursday, December 11th, 2008

CTO of HP, Shane Robison at the most recent Web 2.0 cloud computing panel:

Attributes that are important to the cloud services are:

  • Personalization
  • Context

“Services that know who you are, where you are, whether you’re doing something in your personal life, for entertainment, or business, and can provide you with information in that context, are going to be very exciting.”

Shane didn’t mention this specifically, but personalization and context is within the realm of mobile apps. Most people have their phones everywhere they go (there’s your context data). With the advent of intelligent applications on mobile smartphone devices (or as what Walt Mossberg calls an “iPhone-class device”), the opportunity to deliver such products lies in the hands of those who dare to seize it (today, that would be iPhone and Android developers).

The full 40 minute video of Tim O’Reilly interviewing Padmasree Warrior (Cisco CTO) and Shane Robison (HP CTO) is available here.

Mobile Apps Are Not (Desktop|Web) Apps Dumb-ed Down

Monday, December 8th, 2008

Tomi T Ahonen wrote an excellent post at 7th Mass Media Report, recapping the 10 years of mobile (a testament to his experience!), and how it’s worth 71Bil today. I’d like to share a condensed, nay, a tiny hand-picked section of it here—to highlight something would help mobile app entrepreneur-developers. I’ve written before about why I’m excited about mobile apps, but it’s always good to get some words of wisdom from a real industry veteran.

A word of advice on developing for mobile:

To succeed in this space, you should not copy your existing content formats and try to squeeze them onto the mobile phone. Yes, we can of course take the existing web page, and squeeze it to the phone screen. Yes, we can chop up movies into 5 minute clips and offer them on phones. Yes, we can do the headline news, and offer them on SMS alerts. But that is copying existing legacy mass media. Television did not succeed by showing “cinema” content on the TV screen. Yes, movies were always a part of television, but TV innovated and created. Talk shows, 24 hour news, Game shows, Music Videos, Reality TV. You can’t do those in the cinema. They are not copies of an older media. They are content invented for TV. Now we have to do the same with mobile.

Mobile is a new mass media (the seventh). Not the dumb little brother of the internet. Mobile is a superior mass media platform, with seven unique benefits. And yes, it can be done. I have a rapidly expanding collection of examples of true mobile content innovations here at this blogsite. Obviously I have 16 case studies in my latest book, Mobile as 7th of the Mass Media, to show how to go beyond the copy, and into the creative and innovative. Remember, mobile content is not a “struggling industry” like the internet, where content owners hope to find “eyeballs” and then desperately try to sell advertising. We get 71 billion dollars of revenues, and 68 billion of that – 96 percent of it – is content that is paid for by the end-users. We have a far healthier industry than the internet. You can make money in mobile.

Just a quick comparison of other industries to get a sense of how huge this opportunity is, and how fast it’s growing:

The mobile content industry is now ten years old. In the past ten years, mobile content has turned into a global giant industry worth over 71 billion dollars of annual revenues. That is as big as all hollywood box office revenues, plus all global music revenues, and all videogaming software revenues – put together. Hollywood and music are 100 year old industries. Videogaming is a 30 year old industry. But mobile has already grown bigger than all three, combined, in only ten years. This is a juggernaut. Its a runaway train. Its the opportunity that will suck in every cliche that pundits can think of.

This post is much longer and I do no justice summarizing, thus I highly recommend you set aside 20 mins to fully read and absorb the knowledge from here (I found this insightful gem from this week’s Carnival of the Mobilists).

On a related note, I’ve been collecting some thoughts on how developers should approach the mobile platform (not treating it like a traditional desktop app or web app platform), and the key properties of a good mobile app. Stay tuned for that!

Entrepreneurs are necessarily delusional—crazy enough to try make turn a vision into a reality. If you have any doubts that mobile applications can change the world, here’s a video clip of how a mobile app is used to transform the education landscape at the Bottom of the Pyramid.

Carnival of the Mobilists #153

Sunday, December 7th, 2008

My blog post entitled “Tech Landscape Shifts to Mobile Apps and Cloud Computing” at Cloud Computing Journal has been featured on this week’s Carnival of the Mobilists, hosted by Igor Faletski at mobscure.

Carnival of the Mobilists is a blog carnival covering the world of mobile. The carnival is hosted by a different site each week, where the host will hand pick and and then parade the top best blog posts on the subject matter around the web that week. Head over to this week’s carnival to read the other selected mobile blog posts of the week!

Thanks Igor!