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Curated Links
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Infrastructure
LG readying mobile payment system in Europe
Opera Mini browser hits 80 million user benchmark
Smart Grid Service Revenues for Fixed and Wireless Network Operators to Reach $4.9 Billion by 2016
LTE Will Crush WiMAX. Eventually!
Mobile Display Marketing and Advertising Revenue Will Approach $1.5 Billion in 2016
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Infrastructure »Curated Links
The audience for mobile marketing and advertising is growing steadily, and spending on the new medium is growing in parallel. One six-month period in 2010 saw spending expand in the US by almost 2.5%, and a new ABI Research study indicates that in 2016, revenue from mobile display ads will be getting close to $1.5 billion. Practice director Neil Strother says, "Although the market for mobile advertising and marketing is starting from a very small base, it is showing steady, solid growth. A Consumer Technology Barometer survey conducted by ABI Research this year revealed that about one third of the smartphone owners polled had clicked on at least one mobile advertisement."
Mobile payments and NFC: Who will get paid, and how? - Monday December 13 2010
A host of players are gearing up to try and turn what has for years been a concept--mobile payments enabled by Near Field Communications technology--into a business reality. Carriers, platform providers and financial services companies have indicated their interest in commercializing mobile payments, yet challenges remain to getting systems off the ground. Furthermore, the complex and interlocking set of relationships among the parties involved mean business models are still being tested, and it is far from certain that any such effort will find mass-market acceptance.AT&T and Elster announce smart grid offering - Wednesday December 08 2010
AT&T and smart meter company Elster announced today that they have teamed up to offer a wireless smart meter system for utilities. The agreement links AT&T’s cellular network with Elster’s AMI — advanced metering infrastructure, basically a smart grid platform — called EnergyAxis. Information on electricity consumption is collected in real time on Elster’s meters, then sent to utilities over AT&T’s network.AdMob alums launch mobile advertising startup MoPub - Tuesday December 07 2010
Mobile advertising startup MoPub announced the close of a seed round led by venture firms Accel Partners and Harrison Metal Capital; the total of the financing was not disclosed. MoPub CEO Jim Payne previously teamed with co-founders Bryan Atwood and Nafis Jamal at AdMob, the mobile advertising network acquired by Google for $750 million--MoPub touts an ad serving platform for mobile applications and websites, describing itself as "analogous to DoubleClick for publishers." The MoPub site--still in private beta--is a product of the AngelPad startup mentorship program; the ex-Googler incubator also participated in the funding round.Wireless CAPEX Returns to Growth in Q3 2010 - Tuesday December 07 2010
Global wireless capital expenditures rose nearly 2 percent in the third quarter, according to a new report from research firm Strategy Analytics, the first year-over-year quarterly increase since 2008. The firm said the increase--of 1.7 percent--was an indication that the industry is recovering from the economic recession. Strategy Analytics' new report surveyed more than 200 mobile operators that account for over 77 percent of global subscribers, and indicated that carriers are starting to get deferred capital investments in their networks back on track. The report also found that service revenues increase 4.5 percent, more than double the growth from the third quarter of 2009.In-Stat: 115M LTE subs expected by 2014 - Monday December 06 2010
According to a recent In-Stat report, while LTE is destined to become the dominant wireless airlink, several formidable challenges will make its widespread adoption go slower than many expect. Report sites delay in spectrum allocation as one of the factors. However, despite this difficult path, In-Stat forecasts that the number of LTE subscribers will approach 115 million by 2014. Although the vast majority of LTE subscribers will be FDD-LTE, TD-LTE will have a CAGR through 2014 of almost twice that of FDD-LTE.Google now controls 59% of U.S. mobile ad market - Monday December 06 2010
Google is on pace to control 59 percent of the U.S. mobile advertising market by the end of 2010, according to research firm IDC. A year ago, prior to its $750 million acquisition of mobile advertising network AdMob, Google represented 48.6 percent of the U.S. mobile ad market (including search and display ads), IDC notes; Apple. which in January 2010 acquired mobile ad network Quattro Wireless for $275 million and introduced its iAd platform in July, will finish the year controlling 8.4 percent of the market, the researcher adds. Earlier this year, IDC stated Google would lose market share as 2010 concluded, but revised its projections after the digital services giant said in October that its mobile business is on track to generate more than $1 billion annually. "Google is a lot bigger than we thought," IDC vice president Karsten Weide told BusinessWeek. "We rectified that, based on the numbers they provided in their last earnings call."Siemens CFO: Nokia Siemens could IPO in medium term - Friday November 19 2010
The owners of Nokia Siemens Networks NSN.UL are considering an eventual listing of their telecom gear venture as both look for an exit from a non-core business. "If everything continues to develop well, an IPO of NSN is possible in the medium term," Siemens chief financial officer Joe Kaeser told journalists on Friday, adding an initial public offering (IPO) was not on the agenda in the short term. Nokia, the world's biggest mobile phone maker, and German industrial group Siemens merged their telecom equipment businesses on a 50-50 ownership basis in 2007 in a six-year deal, hoping to quickly reach double-digit margins, but the venture has struggled to make a profit.Qualcomm In Talks To Sell MediaFLO Spectrum To AT&T - Friday November 19 2010
Qualcomm is in talks with AT&T over the potential sale of wireless spectrum the chipmaker acquired to roll out its ill-fated FLO TV mobile broadcast effort. Citing two sources with knowledge of the discussions, Bloomberg reports Qualcomm has discussed selling the spectrum to multiple carriers, although sources indicate neither Verizon Wireless nor T-Mobile USA is currently in deal talks. "We are in discussions with a variety of interested parties and are continuing to evaluate other options," Qualcomm's senior vice president of investor relations Bill Davidson tells Bloomberg, while AT&T declined to comment; Qualcomm chairman and CEO Paul Jacobs has previously said the firm is exploring a range of options for the FLO TV business, including a joint venture.
When Google bought AdMob last year for $750 million, many were impressed as the search giant was able to outbid Apple in the fight for the mobile ad network. AdMob seemed like the perfect complement to Google’s ad platform. But the past year has been tumultuous for the acquisition. The FTC investigated the deal for anti-competitiveness in the market, and Apple shot back with its own acquisition and ad platform iAds. While the FTC eventually signed off on the AdMob deal, the company recently suffered the abrupt loss of its leader and CEO, Omar Hamoui, and a number of other high-level execs at AdMob. And just this week, Business Insider published a report that the integration between AdMob and Google’s own ad offering wasn’t going that well. But today, Google is debuting its first integration with the mobile ad network, allowing developers to integrate Google AdSense ads within AdMob.
