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Infinita.TV Episode 6
              The Answer, Part 3:
Remember AOL? -- Content Distribution in the Unwalled Garden
Remember this?
Unwalled Gardens
Revenue share
favoring content
owners




                   istockphoto.com
16,000 Official Content Sites
...from over 4,000 providers
...in a $4Billion/year mobile
content industry
PLUS 120,000 to 150,000
offdeck sites
178 billion
page views
per month
on mobile




Source: Infinita estimate based on NTT DoCoMo data (February 2009)
62%
from
off-portal
sites

                                                                    [   Official content &
                                                                         services lineup
                                                                              here
                                                                                            ]
Source: Infinita estimate based on NTT DoCoMo data (February 2009)

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Infinita.TV Episode 6

Editor's Notes

  1. On-deck and off-deck access pricing has always been the same AOL/Compuserve vs. Google? Content: carrier billing (on deck), credit card/prepaid (off deck)
  2. 9 to 11% to carrier Result: 16,000 official sites 4,300 content providers US$4 billion industry ...and about 150,000 sites off-deck make reference to App Store model
  3. Infinita estimate based on NTT DoCoMo data
  4. Official content has never been more than 50%, even in the early days 3G subscribers show significantly higher off-portal usage than 2G (39%)