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Mobile Connections

Discussion about: Mobility and mobile devices and their impact on professional, social and personal communications. The technologies, key players, influencers and disturtors
August 05

Mobile Data Gaining Ground

Yesterday during it's 2nd quarter earnings, Verizon Communications announced 45.3% YoY wireless data growth, while its overall earnings grow 11.8% YoY to reach $12.1 billion. Its services revenue increased 11.6% to $10.5 billion as a result of new subscribers and demand for data services. It added 1.5 million net subscribers (almost all postpaid) during this period. Additionally Verizon Wireless increased its ARPU 0.9% YoY to $51.53. The interesting piece is that the total data ARPU actually grow 31.3% which show not only new customers signing up for data services, existing customers are either subscribing to data or upgrading their current data bundles. Verizon Wireless reported that its retail data customer base reached 49.6 million (~75% of its 68.7 million subscriber base)

A couple of weeks ago AT&T posted similarly strong results, 30% YoY increase in Net Income, Wireless data revenue and services both grew 52% YoY. It's wireless data revenue reach $2.5billion and the smartphone penetration increased from 8% to 18% over the year (iPhone sales is a major contributor to this growth).

According to some estimates ~80% of phones shipped in 2007 are capable of data services. 60% of Verizon phones are 3G devices. Almost all of them are now pre-configured for data access. The phone user can start using it anytime, however it they want better pricing they need to subscribe to a data bundle.
With such high percentage of data capable devices in the market, the opportunity is ripe for application developers to build applications and services that can be delivered directly to the users mobile devices without requiring blessings from the Mobile operators. The Mobile Operators should be happy to collect $$$ from the upgrades and new subscriptions of data services. As long as they continue to not be too greedy, this is a WIN-WIN-WIN situation.

December 30

Future Posts

Going Forward I am going to post all my new blogs posts at http://mobileconnections.blogspot.com
Please visit there to see what I have to say and share your views with me.
 
Thanks in advance for visiting MobileConnections and apologies for any inconvenience.
 
Happy New Year
 
December 26

Unified Communication and Mobile Devices

In November Avaya announced an iPhone version of its one-X Mobile client which allows iPhone to connect to Avaya IP PBX as a node. Once the iPhone becomes a node it gains access to PBX functions like conferencing, abbreviated dialing (3, 4-digit) and corporate voicemail. Through one-X Mobile client the iPhone essentially assumes the personality of the desktop phone including its Caller ID. Therefore, any call placed from the iPhone once it is connected to the PBX will display the caller ID of the desktop phone to the person being called and the iPhone can receive calls placed to the desk extension.

One-X Mobile client is already available for Palm Treos, Java WAP-based feature phones. Avaya also announced the client for RIM’s Blackberry devices and plans to have clients available for Symbian and Windows Mobile devices in 2008. For the Nokia E-series phones there is also a Dual-Mode client allows the Wi-Fi interface for voice connection while inside the corporate network and provides a handover between GSM and Wi-Fi.  This capability is not available for other devices.

With this offering Avaya provide a very nice Fixed Mobile Convergence (FMC) story.  By bridging mobile devices to a desktop phone provides a better single-number vision and bring another key device into the folds of the Unified Communications. I think it is time for speak up if it wants to be a player in Unified Communication especially after the recent announced from Microsoft’s OCS 2007.

December 18

Your Phone as Boarding Pass @ an Airlines Near You

Continental Airline is the first US airline to announce a pilot program for using the cell phone or a PDA as boarding passes. Air Canada, Spanair and serveral other airlines around the world are already offering it for some time. Continental is piloting it at the Houston Airport. In US the TSA will scan the 2-D bar code directly from your mobile device. This is the same barcode that you see when you print your boarding pass at home and many of the airlines today scan it at the gate. The passengers will be required to show a valid photo ID, which I am not sure why, ID is not required if I print the pass at home.  Don't worry if you forget your phone home or if the battery dies, you can alway re-print a copy from the Kiosk at the airport. I certianly have printed my boarding pass at home and left it there a few times :-).

At this point, there are some limitation, for example, a famliy traveling together will not be able to use it, unless everyone in the family has their own cell phone. Based on the success of these pilots, Continental Airlines will determine its plans for extention and hopfully other airlines will follow.

I am looking forward to seeing this offered at the Oakland airport, where I fly out of more often that I would like to. Then I can check in while driving to the airport and talking on the phone. But atleast, I don't forget my phone home, unlike my printed boarding pass.

PS. The 2-D bar code stores the passenger's name and flight information in an encrypted format, the authenticity of the bar code is confirmed at the time of scanning. 

 
December 05

Ovi Starting To Get Personal

Also this week Nokia further mapped out the plans for Ovi. Ovie, meaning 'door' in Finnish. It started as a service to provide navigation, music, and games  through a WAP portal on mobile devices. Going forward, Ovi deliver an integrated experience to users by providing easily access to all their content; social networks, synchronised contact lists through a dashboard from mobiles, PC, and web. The goal is to provide a common user interface that provides consistency and simplicity. These services will be available through 2008 and no specific dates are available yet. This is further clarifies Nokia's intention to compete with Apple and possibly others, who are seeking to be the comsumer's default personal information and entertainment portal.
 
 The implications from Nokia's success can be significant, today Nokia has approxmately 1 billion customers. This can create a significant barrier for others to cross. Nokia is talking about partnering with operators and OEMS to deliver the proposition of Ovi. Nokia certianly has the global reach and financial backing to make this a success story and take market leadership.
 

Nokia Comes With Music

This week Nokia announed that by mid 2008 when people buy a Nokia mobile device they will recieve unlimited access to millions of songs and music free for 12 months. This new service is called "Nokia Comes With Music". Nokia's is partnering with Universal Music International, who will offer access to their entire catalogue to Nokia customers outside of the US. Users will be able to download and store as many tracks as they want from the catalogue during the 12 month initial service period. After twelve months the user can continue to gain access to the service, but will have to pay a subscription. However, the tracks they have downloaded during the initial trials period of 12 months will remain theirs.

This is an acknowledgment of the success of Apple tying music to iPhone is success. Nokia is clearly aiming to provide an alternative to iTunes. It smells like Nokia is planning to go head-to-head with Apple. Lets see what else gets announced at Nokia World 2007.

November 20

Amazon Moving the Technology of Book Forward

Yesterday Amazon.com announced the debut of Amazon Kindle, a mobile book reader device. Not that books were ever not mobile, but carrying 200 book with you all the time could be a challange. That is how many books a Kindel can hold. Additionally it has a built-in dictionary with a vocabulary of 250,000 words and definitition. You can also subscribe to on-line newspapers and blogs. Amazon claims that the screen has a paper like display to create an experience similar to reading a book. Kindle weighs 10.3 ounces at costs $399. Amazon is backing the offering with a library of 90,000 books that can be downloaded and each is priced @ $9.99, regardless of the print price of the book.

The device has a EV-DO interface, which provides a high speed wireless access to the on-line store of the books, newpapers, and blogs, for over-the-air download. EV-DO data services are provided in partnership with Sprint, however, the users don't need to pay for the wireless access, it is available as part of the device price. The benefit of EV-DO is that you don't need hotspots to get on-line access. However subscription to on-line newspapers is required.

kindel

Amazon is taking on the long estabilished book and paper publishing houses and venturing to change old habits of reading a physical book. Books have not been around for ever, but none of us remeber stone of clay tablets or papyrus parchments. It is a bold move forward and I personally see some benefits of having a Kindle. I have to admit my vocabulary is not as good as I think and I can certianly benefit for the built-in dictionary.

November 07

Nokia Ovi growing legs

Vodafone and Nokia announced an agreement to launch suite of integrated Vodafone services and Nokia Ovi Services on a range of 3G Nokia handsets. This is a big win for Nokia's Ovi given the speculations that launching Ovi Nokia will alienate its partner operators. The two companies also agreed that the new handsets will have two music services; one from Vodafone and another from Nokia.

If this joint offering is successful, one can expect that the consumers will start to have a broader choice of services. However, right now the agreement is exclusive to Vodafone. But still better that having services only from Vodafone. Once such a mashup of services expands where other operator services from Orange, Telefonica's, ATT, and Verizon are also integrated with services from Window Live and Yahoo's services, the potential of Web 2.0 will emerge. It may be too optimistic of me to soon. But it never hurts to dream big.

October 31

iPhone - For Business E-mail?


Last June Apple launched its iPhone, one of the most successful mobile devices. iPhone is combination of a cell phone, a media player, and a web browser and with a first to-market a multi-touch user interface. Apple has already sold over 2 million of these phone in US alone. With success like this, Apple was able to successfully put to rest an old of "one device or multiple devices, best of breed, for individual function". Sony tried it with it's walkman phone, but did not get much traction. Now we see a number of phone vendors trying to compete with Apple.

Now when Apple launched iPhone, it was pretty clear that it was going to be a consumer device and business users or professionals are not the target. I think, I read it as part of the announcement. What is Apple thinking now?
 
Look at their latest iPhone campaign, the one about the airline pilot and the one about Ken, the guys producing a play "My first time" how by using the iPhone he is a better business man.

I bet, they are starting targeting the business users. This is one of the Apple's trick that Apple uses very successfully. "Keep the expectations low and over deliver." It has worked for Apple many time successfully.

Synchronica announced a free trail to get push e-mail on your iPhone for up to 60 days. With this service users can get their business Microsoft Exchange e-mail on their iPhone. Sweet....

Apple is one of the very few companies that knows that art of managing expectations. We'll keep an eye open for where Apple goes next with iPhone.

October 29

My Music in the Cloud

Last week AT&T announced it will make the Napster Inc’s extensive music catalogue available for download starting next month. According to the announcement a single song will cost $1.99 or $7.49 any five songs per month. With this announcement AT&T hopes to better compete with Verizon’s Vcast (2 million song catalogue) and Sprint Nextel.

It is expected that this new offering will not work with all the AT&T mobile devices, for example if Apple’s iPhone will be support this service. iPhone is uses Apple’s own iTunes.  Note that iTunes does not allow iPhones to directly download the music to the phone. It requires the phone to be connected to the PC, where the music is download from iTunes whereas, all the services mentioned above allow direct download to the phone and also allows to download a second copy to the PC.  

These are a new breed of services on the phones as they get more powerful and have larger on-board storage capacity. However, there are still a few unresolved issues; music copyrights, limited catalogue, user interface complexity, and bandwidth. I expect that will fix it self sooner than later (note, I did not say sooner that we think).

Expect to see more of the personal media showing up on a mobile device near you.

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