Sources: Vodafone, Telstra, Verizon and AT&T Operators worldwide have experienced significant growth of data revenues:
Market consolidation, flat voice revenues yield a market driven by the data revenue strategies of the Big 4 Data Revenue as a % of Wireless Service Revenue Source: Yankee Group, Banc of America Securities Market Share YE 2004 2Q 2009 Verizon Wireless 25.2% 31.8% AT&T 28.3% 28.7% Sprint 23.5% 18.0% T-Mobile 10.0% 12.2% Others 13% 9.3%
Demand for Mobile Broadband Data Driving the Mobile Internet
Mobile Operator Challenges
Key Enabling Components of the Mobile Internet
Mobile Broadband: Let the 4G Wars Begin
Handset and Devices
Key Mobile Internet Market Dynamics
Evolution of Mobile Internet Devices
Mobile Internet Flywheel
The Open Mobile Internet
Mobile Web Development – Best of the Mobile Web
The Future of the Mobile Internet
State of the Industry – Handset & Device Ecosystem Trends Laptops Netbooks 2G Phones MIDs 3G Smart Phones
Current Mobile Internet Devices – 3G Smartphones WiFi CDMA EVDO revA 3G HSPA ARM1176JZF 620MHz Qualcomm MSM7201A 528 MHz Processor Device Samsung Instinct Qualcomm MSM7600 528 MHz Blackberry Bold Storm Connectivity Palm Pre N97 Apple 3G iPhone HTC G1 Laptops Netbooks 3G Smartphones 2G Phones MIDs
Current Mobile Internet Devices - Consumer Electronics Laptop Netbook Mobile Internet Devices Smartphone UMPC Navigation Gaming Communications WiFi WiMAX 3G/LTE Atom Moorestown Processor Device Entertainment Connectivity
Current Mobile Internet Devices - Netbooks Laptop Netbooks Smartphone WiFi WiMAX 3G/LTE Atom Moorestown Processor Device Lenovo Notebook Connectivity Asus Eee HP Mini Acer Aspire Sony Vaio P Dell Inspiron MIDs
Clearwire 4G Device Portfolio Starts to Take Shape
Clearwire claims 80 suppliers developing WiMAX Desktop, PC Card and USB modems, embedded netbooks, phones, MIDs and consumer electronics
Clearwire Silicon Valley developer initiative to expand WiMAX ecosystem
Intel Echo Peak Embedded WiMAX modules WiMAX Ready Netbooks from Acer, Asus, Dell, Fujitsu, Lenovo, Panasonic, Samsung and Toshiba Samsung Mondi WiMAX/WiFi MID Desktop Modem Clear™ Spot Personal WiFi Hotspot USB Dongle Single and Dual Mode Modems PC ExpressCards
Operator on-deck portals are not dead and their demise has been somewhat exaggerated.
Orange U.K. had 3.25M active monthly users of its Orange World portal in Feb 2009. generating 176M page impressions.
A recent GSMA study revealed that 68% of U.K. MI users visit operator portals.
However, there is a clear trend for mobile traffic going off portal (via the Mobile Web)
TeliaSonera is achieving strong growth in use of its off-portal service SurfOpen. In Sweden this has become by far the most popular site being accessed via the company’s own MI portal SurfPort, which is generating twice as many visitors as their traditionally popular ringtone services.
Vodafone U.K. is seeing off-portal social networking drive MI traffic. In April 2009 they revealed that its most visited MI sites were Facebook, Google, BBC, YouTube, Windows Live, Bebo and eBay. The most frequent Google searches were for Facebook, Bebo, eBay, Hotmail, YouTube, Yahoo!, MSN, Google, Flirtomatic and BBC.
Opera reinforces the global social networking trend. Their analysis shows that social networking sites account for almost 40% of all MI traffic.
According to Opera, only 23%of MI sites visited by customers WAP or dotMobi sites.
BOTTOM LINE: Most MI users will expect access to the same Web content on their mobile and non mobile computing devices—even if the former is an optimized or adapted version. As a result, consumers want the real deal, and they’ll get it. In Google’s words, the Web has won.
News is a tough business Company Address Score User Device Network Design Effectiveness Notes Google News google.com/m/news 73
Yahoo News yahoo.com 73
Reuters reuters.com 61 Few mobile-specific features Associated Press apnews.com 61
Good balance content/headlines
Tweaks with device-specific content could make this pass
Weather.com www.weather.com 57
Does device detection well
Could do more with location
Turner Broadcasting cnn.com 55 Pushes too many properties without knowing what the user wants Wall Street Journal m.wsj.com 53 Clean, but non-standard device detection and no mobile value USA Today m.usatoday.com 51 Missteps in adapting to devices and network limitations BBC bbc.co.uk/mobile 51 Three different sites in one, but all push too much content at mobile users Microsoft msn.com 49
Too much content
Assumes user will customize
New York Times nytimes.com 44 Content overload for smaller phones despite good design
Sports was an upset Company Address Score User Device Network Design Effectiveness Notes Major League Baseball mlb.com 71 Content adapted to differing screen sizes ESPN/Disney m.espn.com 64
25K home page
Not as easy to use on feature phones as it could be
Yahoo.com wireless.rivals.com 58
Text focused for small pages
Second level pages generate screen overload
National Football League nfl.com 53 Pages too large, not as focused as MLB.com CBS Sports cbssports.com 53 Too much content, especially video NBC Sports nbcsports.com 51 Too much content Fox Sports foxsports.com 42
Augmented ID, an augmented reality concept that uses facial recognition software to attach your visage to a profile. When someone views you through their handset's camera, pre-selected info and social networking links appear to hover around you, letting your new found friend in on more than just your pretty smile.
According to Opera, social networking sites account for almost 40 percent of all MI traffic.
AT&T ranked as the top display advertiser on social networking sites in July 2009 with more than 2B ad impressions, accounting for 30% the company's total number of display ads delivered during the month.