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Author Topic:   Mobile
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Posts: 551
Registered: Aug 2001

posted October 21, 2009 08:59 AM     Click Here to See the Profile for a   Click Here to Email a     Edit/Delete Message   Reply w/Quote

Meeker On The Mobile Internet: “Bigger Than Most Think”

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Mobile internet usage is “bigger and will be bigger than most think,” according to Morgan Stanley analyst Mary Meeker’s bullish prediction. Presenting her report on internet trends and the economy at the Web 2.0 Summit in San Francisco on Tuesday, she said the overall tech industry was in recovery, and predicted that the mobile internet was the “next major computing cycle,” based on what she called the “explosive Apple (NSDQ: AAPL) iPhone / iTouch ramp.” Mobile internet usage, Meeker predicts, will “surprise to upside for years to come.”

One especially promising finding in Meeker’s report was that unlike on the wired internet, users “tend to pay” on the mobile internet for premium services, which aside form the usual ringtones and wallpapers, includes games, videos and music. Indeed, 54 percent of revenues generated by the mobile internet in 2008 came from users paying for digital content. The bad news is that bandwidth suppliers—that is telco and cable companies, will “face serious challenges” in managing their traffic, something that’s already been seen with AT&T’s struggle to cope with the surge in data traffic that iPhone users brought the network.

More Key Mobile Themes:

—Location-based services is the “key” or the “secret sauce” to the mobile internet

—Near term, Apple is “driving the platform change to mobile computing.” Its mobile ecosystem market share / impact “should surprise on upside” for at least the next 1-2 years. Long term, emerging markets competition, open mobile web (paced by likes of Google (NSDQ: GOOG) Android) and carrier limitations pose challenges.

—Social Networking and mobile are driving “unprecedented change” in communications and commerce. Mobile devices to become “remote controls” for “ever-expanding
types of real-time cloud-based services, including location-based services.

—Look to Japan and desktop internet business models for “significant runways for mobile online commerce, paid services, and advertising monetization.” Data access may a revenue generator now, but is “likely to lose” its relative revenue share in the future.

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Posts: 652
From:Toluca Lake, California
Registered: Apr 2000

posted March 21, 2012 05:39 PM     Click Here to See the Profile for DavidChang   Click Here to Email DavidChang     Edit/Delete Message   Reply w/Quote
Zynga buys mobile game developer OMGPOP (lat)
Zynga Inc., eager to fast-track its presence in mobile games, on Wednesday said it has snatched up OMGPOP, the New York-based developer of Draw Something and more than 35 other titles. The purchase price was not disclosed, but VentureBeat reported earlier this week that Zynga and Japanese mobile company Gree were both considering buying OMGPOP for approximately $200 million. While OMGPOP has been around since 2006, it wasn't until it released Draw Something six weeks ago that the company vaulted into prominence. The game, sold for both Apple iOS and Google Android devices, challenges one player to draw a picture of an object while the other guesses what is being drawn. Downloaded more than 35 million times, Draw Something is currently the top title on Apple's App Store. Though Zynga dominates the charts for Facebook games, occupying six of the top 10 titles within the social network, Zynga scores less well in mobile games. Its Scramble With Friends is the No. 10 title among top iOS paid applications, and Words With Friends is No. 42. The San Francisco social games publisher has worked to beef up its presence outside of Facebook, looking to mobile platforms in particular. It launched more than 15 new games in the last six months and counted 15 million people who play its mobile games at least once a day as of Dec. 31. But the vast majority of Zynga's $1.1-billion annual revenue comes from players on Facebook, prompting Zynga to look to other platforms to grow.

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