A presentation held at Opinno in San Francisco to a delegration from PromoMadrid. Goal was to provide a quick overview of major trends in mobile in 30 min.
This deck was prepared for a lecture for week 1 of Founder Labs Mobile Edition.
The audience was a mix of developers, UI/UX designers and hardware engineers. The goal was to provide a baseline ecosystem overview and talk about technology drivers and business models in mobile.
Most of the slides in the deck are derived from work with my clients at Accenture.
Orbitz mobile & travel industry - for distributionMobileAnthem
Mobile has exploded on to the scene this year. Not surprising since there are 284 million phones for 310 million people in the U.S. Add to that 17 million tablets were sold in 2010. But what do people really want from these portable devices? How do we create an experience that delights them enough to gain brand loyalty in the competitive travel industry? Hugh Jedwill, CEO of Mobile Anthem, uses his background in brand marketing to describe mobile behaviors and discuss how to use them to create a compelling product that will create loyalty and drive business.
Leveraging digital insights via mobile channels
Joanna Jen - Director, Kantar Digital - Kantar
Rolfe Swinton - Co-Founder & Director - Lumi Mobile
Covering the evolution of market research – why mobile now? Consumer and digital insights.
HUGH BRADLOW LEADS INNOVATION WORKSHOP – 2012 AND BEYONDTelstra Global
Telstra Corporation’s Chief Technology Officer and Head of Innovation, Dr Hugh Bradlow, addressed an audience of over 50 customers and London Business School alumni and academics earlier this week at Telstra International’s office in London.
Dr Bradlow shared some valuable insights into technological innovation with a particular focus on key trends in ICT, technology challenges, and telcos and innovation. A core topic of discussion was the marked move towards omniscience and omnipresence.
This deck was prepared for a lecture for week 1 of Founder Labs Mobile Edition.
The audience was a mix of developers, UI/UX designers and hardware engineers. The goal was to provide a baseline ecosystem overview and talk about technology drivers and business models in mobile.
Most of the slides in the deck are derived from work with my clients at Accenture.
Orbitz mobile & travel industry - for distributionMobileAnthem
Mobile has exploded on to the scene this year. Not surprising since there are 284 million phones for 310 million people in the U.S. Add to that 17 million tablets were sold in 2010. But what do people really want from these portable devices? How do we create an experience that delights them enough to gain brand loyalty in the competitive travel industry? Hugh Jedwill, CEO of Mobile Anthem, uses his background in brand marketing to describe mobile behaviors and discuss how to use them to create a compelling product that will create loyalty and drive business.
Leveraging digital insights via mobile channels
Joanna Jen - Director, Kantar Digital - Kantar
Rolfe Swinton - Co-Founder & Director - Lumi Mobile
Covering the evolution of market research – why mobile now? Consumer and digital insights.
HUGH BRADLOW LEADS INNOVATION WORKSHOP – 2012 AND BEYONDTelstra Global
Telstra Corporation’s Chief Technology Officer and Head of Innovation, Dr Hugh Bradlow, addressed an audience of over 50 customers and London Business School alumni and academics earlier this week at Telstra International’s office in London.
Dr Bradlow shared some valuable insights into technological innovation with a particular focus on key trends in ICT, technology challenges, and telcos and innovation. A core topic of discussion was the marked move towards omniscience and omnipresence.
Accenture Mobility - Trends for the Next DecadeLars Kamp
From a deck that I presented at the SIIA “All About Mobile” conference in November 2011 in San Francisco. It starts with the usual set of slides on the recent history of mobility (and I will keep presenting them until I see no more “I had no clue” faces in an audience), and then goes deeper into Moore’s Law and how we see it continuing for cell phones.
An additional journey back in history to the early days of the industrialization and electricity. Companies had to generate their own power (by using wind, water, animals, etc.) and Burden’s Wheel is a good example of one big, giant monolithic effort to do so. Along came Tesla and Westinghouse, and the first power plant “Adam’s Plant” was able to provide about 3x the power, but over a much further distance, and to multiple customers. The concept of an electric utility was born, and what we saw happening was the fall of “enterprise power generation”.
Fast forward to 1969, and Douglas Parkhill and John McCarthy came up with the concept of the “Computer Utility”. Today we see multi-$B investments into public cloud infrastructures. In very simple terms, if history in the utility industry is any indicator, we will see enterprise clouds disappear. And as cloud infrastructures scale and get more efficient, and the price of computing goes down (Moore’s Law), developers will find a way to use and instrument that computing power, and make it consumable to enterprises and consumers, which gets us to Jevons’ Paradox.
Jevons observed how consumption of energy in England went up as coal power plants got more efficient. All the way to today where we keep the lights on in our homes 24/7, and darkness has actually become a scarce good in some metropolitan areas. Switching to enterprise computing and looking at BEA data on IT assets for the past four decades, we see that prices for IT assets are falling, whereas other assets follow an inflationary path. And as computing gets cheaper, enterprises consume more and more of it (and you can argue so do consumers, aka “Consumerization of IT”).
What is striking that with the arrival of the public Internet in ‘90-95 and web companies like Yahoo and Amazon, the mix in consumption is shifting: it’s increasingly going towards software, up from a SW:HW ratio of roughly 1:1 over three decades, to now 3:1. So today, for every $1 spent on hardware, enterprises spend $3 on software. Hence, it seems like enterprises are making use of the public cloud, which would explain the rise of SaaS companies, such Salesforce, SuccessFactors and also Amazon’s AWS.
And as the rise of smartphones is only beginning, enterprise mobility will likely drive the trend of an increasing SW:HW ratio further up. I wouldn’t be surprised to see the mix go to 10:1 in the next five years as smartphones proliferate and the amount of on-deck and off-deck computing power available to a single device is growing exponentially, the concept of “accelerated acceleratio
Accenture Mobility MWC 2012 - Bubble over barcelona - lars kampLars Kamp
A perspective on the major trends shaping mobility in the coming decade. A video of the talk is on YouTube:
http://www.youtube.com/watch?v=plbFgus5puY&feature=youtu.be
Mobile technologies are exploding and changing the way consumers interact with the Web, email and social networking. Now they have instant access to breaking news, personal and business communications, restaurant and travel reviews, and a pool of "experts" to follow.
As a marketer, having a go-to-market mobile strategy is a critical piece of staying on top of the ever-changing way consumers interact with information and, specifically, email.
Len Shneyder of Unica (formerly Pivotal Veracity) shares what he's learned in his 15 years of experience and proven best practices of using mobile technologies.
Saiful Hidayat Santri Indigo Pondok Gontor Ponorogo Internet Dan It Sebagai...Saiful Hidayat
Adalah materi sharing saya pada acara CSR (Corporate Social Resposibility) TELKOM-Republika yang dilaksanakan pada tanggal 24 Maret 2010 di Pondok Modern GONTOR - PONOROGO
Sandy Shanman presentation this deck at Mobile Marketing Live on the Mobile Advertising Panel. He discusses the 3Rs of Mobile Advertising - Rich-Media, Relevancy and ROI
Accenture Mobility - Trends for the Next DecadeLars Kamp
From a deck that I presented at the SIIA “All About Mobile” conference in November 2011 in San Francisco. It starts with the usual set of slides on the recent history of mobility (and I will keep presenting them until I see no more “I had no clue” faces in an audience), and then goes deeper into Moore’s Law and how we see it continuing for cell phones.
An additional journey back in history to the early days of the industrialization and electricity. Companies had to generate their own power (by using wind, water, animals, etc.) and Burden’s Wheel is a good example of one big, giant monolithic effort to do so. Along came Tesla and Westinghouse, and the first power plant “Adam’s Plant” was able to provide about 3x the power, but over a much further distance, and to multiple customers. The concept of an electric utility was born, and what we saw happening was the fall of “enterprise power generation”.
Fast forward to 1969, and Douglas Parkhill and John McCarthy came up with the concept of the “Computer Utility”. Today we see multi-$B investments into public cloud infrastructures. In very simple terms, if history in the utility industry is any indicator, we will see enterprise clouds disappear. And as cloud infrastructures scale and get more efficient, and the price of computing goes down (Moore’s Law), developers will find a way to use and instrument that computing power, and make it consumable to enterprises and consumers, which gets us to Jevons’ Paradox.
Jevons observed how consumption of energy in England went up as coal power plants got more efficient. All the way to today where we keep the lights on in our homes 24/7, and darkness has actually become a scarce good in some metropolitan areas. Switching to enterprise computing and looking at BEA data on IT assets for the past four decades, we see that prices for IT assets are falling, whereas other assets follow an inflationary path. And as computing gets cheaper, enterprises consume more and more of it (and you can argue so do consumers, aka “Consumerization of IT”).
What is striking that with the arrival of the public Internet in ‘90-95 and web companies like Yahoo and Amazon, the mix in consumption is shifting: it’s increasingly going towards software, up from a SW:HW ratio of roughly 1:1 over three decades, to now 3:1. So today, for every $1 spent on hardware, enterprises spend $3 on software. Hence, it seems like enterprises are making use of the public cloud, which would explain the rise of SaaS companies, such Salesforce, SuccessFactors and also Amazon’s AWS.
And as the rise of smartphones is only beginning, enterprise mobility will likely drive the trend of an increasing SW:HW ratio further up. I wouldn’t be surprised to see the mix go to 10:1 in the next five years as smartphones proliferate and the amount of on-deck and off-deck computing power available to a single device is growing exponentially, the concept of “accelerated acceleratio
Accenture Mobility MWC 2012 - Bubble over barcelona - lars kampLars Kamp
A perspective on the major trends shaping mobility in the coming decade. A video of the talk is on YouTube:
http://www.youtube.com/watch?v=plbFgus5puY&feature=youtu.be
Mobile technologies are exploding and changing the way consumers interact with the Web, email and social networking. Now they have instant access to breaking news, personal and business communications, restaurant and travel reviews, and a pool of "experts" to follow.
As a marketer, having a go-to-market mobile strategy is a critical piece of staying on top of the ever-changing way consumers interact with information and, specifically, email.
Len Shneyder of Unica (formerly Pivotal Veracity) shares what he's learned in his 15 years of experience and proven best practices of using mobile technologies.
Saiful Hidayat Santri Indigo Pondok Gontor Ponorogo Internet Dan It Sebagai...Saiful Hidayat
Adalah materi sharing saya pada acara CSR (Corporate Social Resposibility) TELKOM-Republika yang dilaksanakan pada tanggal 24 Maret 2010 di Pondok Modern GONTOR - PONOROGO
Sandy Shanman presentation this deck at Mobile Marketing Live on the Mobile Advertising Panel. He discusses the 3Rs of Mobile Advertising - Rich-Media, Relevancy and ROI
Wizteach is digibordonafhankelijke software me tdiverse educatieve en interactieve tools die u kunt gebruiken bij Reken, wiskunde, taal, teken en aardrijksunde.
Bestel een (demo)licentie via:
http://transedusolutions.weebly.com/wizteach.html
This presentation is designed to help developers think about the future of mobile app development and in the absence of firm standards, offers tips for choosing a pervasive software architecture for the Internet of Things, also known as M2M, the Connected World, Pervasive Applications, or Ubiquitous Computing.
Why user data is core to the next wave of mobile innovation, including the role of Big Data. This presentation to Ericsson VPs visiting Ericsson Silicon Valley, so has a service provider perspective.
[MobileMonday Switzerland #3 : Mobile application platforms]
Claude Florin gave an introduction on the key industry trends in mobile environments and question to be addressed by the speakers. He invited Swiss start-ups to Mobile Mondays peer awards. At HP, he is marketing manager for Communication solutions, responsible for user experience and emerging applications worldwide.
http://cflorin.blogspot.com/
MeasureWorks eFinancials - Best practices for a successfull mobile experienc...MeasureWorks
Gebruikers van mobiel internet verwachten snelle transacties en betrouwbare sites en/of applicaties. Volgens recent onderzoek haakt meer dan 52% van de klanten af bij een slechte ervaring en overweegt daardoor geen gebruik meer te maken van een mobiele applicatie.
Nu mobiel internet een integraal onderdeel wordt van uw dienstverlening, en de verwachtingen van klanten toenemen, wordt het managen en monitoren van uw mobiele sites en applicaties een voorwaarde voor succes. Het niet tijdig identificeren van langzame, of erger, niet functionerende mobiele diensten zal onherroepelijk resulteren in verlies van klanten, omzet en uiteindelijk reputatie schade.
Aan de hand van praktijkvoorbeelden zullen we u laten zien:
* Wat de impact is van de adoptie van mobiel internet en groeiende klantverwachtingen op uw online dienstverlening
* Op welke wijze Mobiele Web Experience problemen kunnen worden herkend voordat klanten uw website verlaten
* Best practices voor het leveren van een kwalitatief uitstekende Mobile Web Experience
As smartphones'market share is steadily growing in western countries, featurephones still represent more than 80% of the global market. Is there a path to a trade-off strategy for publishers ?
This presentation was created specifically to help recruiters understand some of the basic trends that have led us to where mobile is today.
There is a growing interest in "mobile recruiting" - the practice of leveraging mobile marketing in the recruitment space. This presentation focused on providing a business case for why mobile is important, as well as how it can be used to help build, and engage a network of prospect talent.
Presentation delivered by Michael Marlatt at ERE 2010.
Sundeep Gupta (Director, Orative Corp) takes us through his perspectives on Enterprise mobility and the mobile value-chain on his series on "Hot areas to startup"
A presentation on how we are preparing to step through 'boxed media' into the world of Life Media Covergence.
1. Boxed Media
2. The Mobile Medium
3. Future of Media
World-class Data Engineering with Amazon RedshiftLars Kamp
These are the slides used in the Redshift training by intermix.io. This class introduces you to strategies and best practices for designing a data platform using Amazon Redshift.
For a link to the video, please contact nikola@intermix.io.
To gauge the perceptions of mobility among IT professionals, Accenture Research surveyed several hundred CIOs and several thousand application developers in North America, Europe, Asia and South America in January 2012. The results were startling. When asked to tally their priorities, 78 percent of CIOs placed mobility in their top five.
Accenture publishes its technology vision annually. It is a distillation of our extensive research over the course of the previous 12 months, the experiences of our research teams and the input of our clients. In it, we outline the emerging technology trends that forward-thinking CIOs will use to position their organizations to drive growth and high performance, rather than just focusing on cost-cutting and efficiency improvements.
Business leaders now accept that their organizations’ future success is bound up with their ability to keep pace with technology. CIOs have to play a key role in helping these business leaders recognize and seize the opportunities enabled by new trends—but the price of progress will have to be paid, along with new risks assumed.
We believe six technology trends will influence business over the next three to five years:
Context-based services. Where you are and what you are doing will drive the next wave of digital services.
Converging data architectures. Successfully rebalancing the data architecture portfolio and blending the structured with the unstructured are key to turning data into new streams of value.
Industrialized data services. The ability to share data will make it more valuable—but only if it is managed differently.
Social-driven IT. Realize that social is not just a bolt-on marketing channel. It will have true business-wide impact.
PaaS-enabled agility. The maturing platform-as-a-service (PaaS) market will shift the emphasis from cost-cutting to business innovation, supporting rapid evolution for business processes that need continuous change.
Orchestrated analytical security. Organizations will have to accept that their gates will be breached and begin preparing their second line of defense—data platforms—to mitigate the damage caused by attacks that get through.
Destination South East Asia - Opportunities for Regional ExpansionLars Kamp
A guide to South East Asia - some deep, data-driven analysis of growth opportunities in South East Asia, prepared by our Accenture team in Singapore.
The paper covers macro-economic factors (e.g. GDP, population and income trends) and vertical, industry-specific research across the ASEAN countries.
If you want to get your head wrapped around South-East Asia and start with the basics, this paper is the perfect place to begin with!
Founder Labs - Summer 2011 - The Mobile EcosystemLars Kamp
The "standard" Founder Labs deck for kicking off the Summer 2011 program in San Francisco; updated sections on Silicon, Apple Retail Stores, Ephemeralization
The entry lecture for the New York edition of Founder Labs - it's an evolution of the deck that was presented in Q1 in San Francisco, with more details on business models, the cloud stack, silicon evolution and on Apple's retail stores.
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf91mobiles
91mobiles recently conducted a Smart TV Buyer Insights Survey in which we asked over 3,000 respondents about the TV they own, aspects they look at on a new TV, and their TV buying preferences.
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
State of ICS and IoT Cyber Threat Landscape Report 2024 previewPrayukth K V
The IoT and OT threat landscape report has been prepared by the Threat Research Team at Sectrio using data from Sectrio, cyber threat intelligence farming facilities spread across over 85 cities around the world. In addition, Sectrio also runs AI-based advanced threat and payload engagement facilities that serve as sinks to attract and engage sophisticated threat actors, and newer malware including new variants and latent threats that are at an earlier stage of development.
The latest edition of the OT/ICS and IoT security Threat Landscape Report 2024 also covers:
State of global ICS asset and network exposure
Sectoral targets and attacks as well as the cost of ransom
Global APT activity, AI usage, actor and tactic profiles, and implications
Rise in volumes of AI-powered cyberattacks
Major cyber events in 2024
Malware and malicious payload trends
Cyberattack types and targets
Vulnerability exploit attempts on CVEs
Attacks on counties – USA
Expansion of bot farms – how, where, and why
In-depth analysis of the cyber threat landscape across North America, South America, Europe, APAC, and the Middle East
Why are attacks on smart factories rising?
Cyber risk predictions
Axis of attacks – Europe
Systemic attacks in the Middle East
Download the full report from here:
https://sectrio.com/resources/ot-threat-landscape-reports/sectrio-releases-ot-ics-and-iot-security-threat-landscape-report-2024/
Securing your Kubernetes cluster_ a step-by-step guide to success !KatiaHIMEUR1
Today, after several years of existence, an extremely active community and an ultra-dynamic ecosystem, Kubernetes has established itself as the de facto standard in container orchestration. Thanks to a wide range of managed services, it has never been so easy to set up a ready-to-use Kubernetes cluster.
However, this ease of use means that the subject of security in Kubernetes is often left for later, or even neglected. This exposes companies to significant risks.
In this talk, I'll show you step-by-step how to secure your Kubernetes cluster for greater peace of mind and reliability.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Albert Hoitingh
In this session I delve into the encryption technology used in Microsoft 365 and Microsoft Purview. Including the concepts of Customer Key and Double Key Encryption.
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024
A Mobile Centric View of Silicon Valley - January 2011
1. A Mobile-Centric View
of Silicon Valley
Prepared for Opinno & PromoMadrid
January 31, 2011
Licensed under Creative Commons Attribution 3.0 Unported License (http://www.creativecommons.org/licenses/by/3.0)
You are free to Share or Remix any part of this work as long as you attribute this work to SF Mobile (sfmobile.org)
2. @l1rs
Work Network
Lars Kamp Lars Kamp
Management Consulting
Suite 1200
560 Mission Street
San Francisco, CA 94105 San Francisco, CA
415.894.5423 415.894.5423
lars.kamp@accenture.com www.sfmobile.org lars@sfmobile.org
2
3. Today’s topics.
History
Mobile Economics
Silicon
Cloud
What’s Next?
3
5. A note on people’s ability to predict the future.
”People tend to overestimate
what can be done in one year
and to underestimate what can
be done in five to ten years.”
J. C. R. Licklider, 1965
J. C. R. Licklider
“Grandfather of the Internet”
5
6. Q: Whose mission statement is this?
“We have a dream of improving the lives of many millions
of people by means of small, intimate life support
systems that people carry with them everywhere.
These systems will help people to organize their lives, to
communicate with other people, and to access
information of all kinds.
They will be simple to use, and come in a wide range of
models to fit every budget, need, and taste. They will
change the way people live and communicate.”
6
12. Software-driven innovation.
” The problem is, in hardware you
can't build a computer that's twice as
good as anyone else's anymore. […]
But you can do it in software.”
Steve Jobs, 1994
Steve Jobs
Apple Founder & CEO (on leave), in 1994 Rolling Stone interview
12 Source: Rolling Stone Magzine.
13. Mobile is the single biggest global distribution platform.
PC TV Mobile
PC Installed Base TV Households Mobile Subscribers
2009 2009
1.2 Billion 1.3 Billion
2009
4.0 Billion
2013 2013
1.6 Billion 1.33 Billion
Broadband Pay TV
Subscribers Subscribers
2009 2009
420 Million 600 Million
2013
5.5 Billion
2013 2013
648 Million 739 Million
13 Source: Gartner, PWC, ITU, IDC, Accenture analysis.
14. Evolution of “the stack”: Shift from hardware to software.
Mobile Device Stack
Early days Today
Comms User Interfaces, App Stores &
Shell & UI
e.g. USB, Speaker, Flash Card
e.g. USB, Speaker, Flash Card
Software User Software
External Interfaces,
External Interfaces,
Application
Middleware
Middleware
Phone
Middleware
Hardware
Platform / OS Core Operating System
Chipsets,
Hardware
Processors, Basebands
1-2 MB of >1 GB of open
closed software software
Hardware Software
14 Source: Accenture analysis.
15. Value in mobile is moving up the stack…
DIRECTIONAL
Cost to Per-unit Break-even
Mobile Handset Stack & Elements build ($M) Revenue ($) # of units
Services and Content $0.1M $1.00 0.1M
Screen, User Interfaces,
$20M $0.20 100M
e.g. USB, Speaker, Flash Card
e.g. USB, Speaker, Flash Card
User Software
Value Flow
Application
External Interfaces,
Middleware
$10M $0.10 100M
Device
Middleware
Core Operating System $1,000M $5.00 200M
Chipsets, Processors,
Radio Basebands
Hardware Software
15 Source: Estimates based on industry interviews; see David Wheeler “Linux Kernel 2.6: It's Worth More!” for estimating the cost of the Linux Kernel.
16. … and is fueling the app store economy.
Size of Catalog (K) – Apple App Store vs. Android Market
2008-2010, as of Q2 2010, by Number of Available Apps at End of Quarter, Excluding Books
2008 2009 2010
211,000
~20,000 monthly
submission
149,000
Android
Market
Oct 22
App Store
July 11
97,000
Day 1
62 Apps
Day 1 74,500
500 Apps
52,610 56,200
~7,000
monthly
35,200 submission
25,300 20,100
13,200 11,500
740 4,400 2,900 5,200
600
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2
Source: Apple press releases & earnings calls, Google, AndroLib, PCWorld, Distimo, Accenture analysis. Catalog size for Apples excludes
16 books. All numbers rounded.
17. But: An app is not a business model.
Loyalty and Retention Rates of Mobile Apps Over Time, 2010
100%
100% 100%
100%
90%
90% 90%
90%
80%
80% 80%
80%
70%
70% 70%
70%
Retention Rate
60%
60% 60%
60%
50%
50% 50%
50%
40%
40% 40%
40%
30%
30% 30%
30%
20%
20% 20%
20%
10%
10% News (9.8%) 10%
10% News (9.1%)
Enter-
Games (2.4%)
0%
0% tainment (2%) 0%
0%
0 30 60 90 120 150 180 0
0 30
30 60
60 90
90 120
120 150
150 180
180
0 30 60 90 120 150 180
Days After First Measurement Days After First Measurement
Source: Flurry, Accenture analysis. User retention defined by the number of users who downloaded an application and launched the application at any time in the past,
and also launched the app within the last seven days, e.g. "30 days ago" represents any new user that launched a given app in January and also again within
the last seven days. "60 days ago" represents new users identified in December and also used within last 7 days. Sample based on relevant 5-6 apps per
17 category with at least 120 days of data availability in the Flurry system.
18. 90% dead after 90 days.
iPhone App Retention Android App Retention
As of January 2010, by Application Category As of January 2010, by Application Category
30 Days 90 Days 30 Days 90 Days
News 52% 20% 58% 18%
Social 40% 9% 38% 5%
Networking
Games 34% 10% 34% 10%
Lifestyle 35% 9% 38% 7%
Enter-
33% 4% 42% 16%
tainment
Average
Retention 39% 10% 42% 11%
Rates
18 Source: Flurry, Accenture analysis.
19. Expect the center of gravity to shift to post-load.
ILLUSTRATIVE
Ecosystem Revenue Mix Over Time.
100% Pre-Load Revenue Post-Load Revenue
Streams Streams
0%
“Yesterday” “Today” “Tomorrow”
2000 2010 2015 Onwards
Primary • Licensing • Licensing • Social
Revenue • Software sales • Ads • Ads
Models • Hardware sales • Software sales • Service subscriptions
• Service subscriptions • Hardware sales • Transaction fees
• Service subscriptions • Privacy (User data)
19
21. The one “law” that drives Silicon Valley.
Gordon E. More
Co-founder Intel
21 Source: Intel.
22. Moore’s Law – since ~1965 on the desktop.
22 Source: Intel.
23. Coming your way in mobile as well.
Baseband “Fat Modems” Baseband &
Processors Application Processor
Low power silicon for OS-enablement of light High performance, low
voice/SMS and long apps running on top power application
battery life. of baseband. processors.
23
27. The ARM Architecture – at the core of Apple’s chips.
Apple SoC Processing Speeds for Single Core, 2007 – 2012
based on DMIPs & Clock Speed
2007 2008 2009 2010 2011e 2012e
iPxx & TV iPxx & TV
ARM Family ARM11 ARM11 Cortex-A8 Cortex-A8 Cortex-A9 Apple Custom
DMIPs/MHz 1.2 1.2 2.0 2.0 2.5 2.5
x x x x x x
Clock speed 400MHz 412MHz 600MHz 1GHz 1.2GHz 2.0GHz
= = = = = =
DMIPs 480 495 1,200 2,000 3,250 5,000
Increase in
processing +3% +142% +67% +63% +54%
speed
+942%
27 Source: ARM, iSuppli, PDAdb.net, Accenture analysis.
28. Google’s Android: One OEM and SemiCo at a time.
Android
Release
C D E F G H
April Sept Oct May Dec H1
2009 2009 2009 2010 2010 2011
Cupcake Donut Éclair FroYo GiBr HoCo
v1.5 v1.6 v2.0 v2.2 v2.3 v3.0
Feature
Device
HTC Samsung Motorola HTC Samsung Motorola
Dream Behold II Droid Nexus One Nexus II Xoom
Chip
Qualcomm Qualcomm TI Qualcomm Samsung- NVIDIA
MSM7201A MSM7201A OMAP 3430 QSD8250 Intrinsity Tegra 2 250,
528MHz 528MHz 600 MHz 998MHz S5PC110 1000MHz
1000MHz
28
30. The cloud: Massive off-deck computing power.
”In addition to making raw computer
power available in a convenient
economical form, a computer utility
would be concerned with almost any
service or function which could in
some way be related to the
processing, storage, collection and
distribution of information.”
Douglas Parkhill, 1966
Douglas Parkhill
“The Challenge of the Computer Utility”, 1966
30
31. What is “The Cloud”?
A style of computing that provides on demand access to a shared set of
highly scalable services.
Cloud Origins Cloud Today Cloud Benefits
• Cost Reduction
Virtualization Lower infrastructure,
One computer • Virtualization and energy, licensing and
Grid abstracted maintenance costs
acting like
many • Computing as a • Speed to Market
utility Reduces time required
to pilot projects
+ • Scale economies
of central supply
• Uses massively-
• Elasticity / Scalability
On-demand capacity and
high business agility
Grid parallel processing
Computing • Geo-distributed • High Performance
Many with massive Computing
redundancy Provides “infinite”
computers computing
acting like one capacity as needed
31
32. Who is building a cloud?
Facebook – Prineville Yahoo – Lockport Google – The Dalles
Apple – Maiden Amazon – Morrow Microsoft – Dublin
32
33. Stuff you can do with the cloud.
• 88B searches / • 500M+ active users
month worldwide • 1.2M photo views /
• 1M+ servers second
• 1 PB of data • 50 PB of
processed / hour uncompressed data
by 2011
• 65 Million users • 90M tweets / day
daily • 12 TB incremental
• 1,000 servers data / day
added / week to
accommodate
traffic
33
36. Jevon’s Paradox
” It is a confusion of ideas to suppose
that the economical use of fuel is
equivalent to diminished consumption.
The very contrary is the truth."
William S. Jevons, 1865
William S. Jevons
From the Book “The Coal Question”
36
37. Silicon: Order of magnitude jump in processing power.
HIGHLY SIMPLIFIED
ARM Family ARM11 Cortex
Shipment Date 2007 2009 2010 2012
Chip ARM1136 Cortex-A8 Cortex-A9 Cortex-A15
DMIPs/MHz 1.2 2.0 2.5 2.5
“Typical” Moore’s Law
x x x x behavior for single
Clock Speed 600MHz 1GHz 2GHz 2.5GHz core processors
= = = =
DMIPs/Core 720 2,000 5,000 6,250
Processing Doubles on average
Speed Increase ~9x every ~21 months
Cores/Cluster 1 1 2 4
x x x x
Clusters 1 1 1 4 Theoretical max
computing power
= = = = increased through
multi-core and
Total Cores 1 1 2 16
clustering
Total DMIPS 720 2000 10,000 100,000
Processing
~138x
Speed Increase
37 Source: Calculations based on ARM marketing material.
39. Industrialization of the mobile cloud...
Cloud Device
Today
HTTP
(custom libraries)
Tomorrow
SDKs
39
40. … will bring massive off-deck computing to mobile.
40 Source: Amazon press release, December 2010.
41. Plenty of cash.
Cash on Hand for Select Tech Titans
Cash and Cash Equivalents, as of 1/26/2011
44
39
35
27
29 Total of
22 226B
11
10
7
6
41
42. As computing gets cheaper…
U.S. Asset Prices, 1945 - 2008
Normalized, 1995 = 100
105
Normalized Price: 1995 = 100 (log)
Computers and
Peripheral Equipment
104
103
Transportation
102 Equipment
Other Equipment
Industrial Equipment
10
1950 1960 1970 1980 1990 2000
42 Source: The Business Impact of IT, based on U.S. Bureau of Economic Analysis data.
43. … companies consume more of it.
U.S. IT Investment, 1970 - 2008
Nominal Annual Investment & Investment per Employee
3,500 350B
3,000 300B
2,500 250B
2,000 200B
1,500 150B
IT Investment /
Employee
1,000 100B
500 Annual
50B
Investment
0 0
1970 1975 1980 1985 1990 1995 2000 2005 2010
43 Source: The Business Impact of IT, based on U.S. Bureau of Economic Analysis data.
44. Think again…
”People tend to overestimate
what can be done in one year
and to underestimate what can
be done in five to ten years.”
J. C. R. Licklider, 1965
J. C. R. Licklider
“Grandfather of the Internet”
44