8 min read
In episode #9 of M-Pulse I examine a recent report from analysis firm Ovum that claims social messaging applications cost mobile network operators US$13.9 billion in lost SMS revenue last year.
Ovum expects the decline (nearly 6 percent of total messaging revenue in 2010 and 9 percent in 2011) to continue as the popularity of messaging apps continues to grow. Ovum warns operators to rework their legacy services if they want to secure their future position in the messaging market.
How can mobile operators hold their ground? Neha Dharia, consumer analyst at Ovum and author of the report tells us collaboration, not competition is the way to succeed.
10 min read
Did Amazon's Kindle Fire cost Apple some holiday iPad sales? Only Amazon knows. However, reports coming in over the last days indicate that Kindle Fire sales outpaced most analysts' forecasts. What's more, the new tablets device is seeing ad impressions grow at an average double-digit daily rate since its launch in the U.S. market in November, a data point that could mean the imminent release of the Kindle Fire in Europe could do more than burn up iPad sales. It may mark a seismic shift in how brands and sellers approach marketing in the mobile channel.
A raft of recent developments supports the observation that this device is indeed a game-changer, starting with buoyant sales numbers that have exceeded everyone's expectations. Barclays analyst Anthony DiClemente (via All Things Digital) has upped his original estimate of 4.5 million units sold last quarter to 5.5 million. Piper Jaffray is convinced Amazon is on track to sell 10-12 million Kindle devices (Kindle and Kindle Fire), up from the initial estimate of 9 million units. Meanwhile, analyst Tavis McCourt at Morgan Keegan has downgraded his iPad sales forecasts for the quarter from 16 million units to 13 million. (Again, sales lost to Kindle Fire.)