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Continuer de lire notre analyse stratégique, financière et technologique des industries de l'information et des communications.
Louis Rhéaume
Infocom Analysis
Consultant, Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
A blog on the convergence of info-communications industries: communications, computing, electronics, entertainment, publications and education. Strategic, technological and financial analysis. English and French blog. Cette chronique traite de l’évolution des industries de l’information et des communications et couvre des aspects stratégiques, technologiques et financiers, comme l’économie du savoir et de l’innovation. L’auteur est Associé principal de Infocom Intelligence.
Wednesday, March 28, 2012
Tuesday, March 27, 2012
2011 US Angel investing by industries
Here is the 2011 US Angel investing by industries, according to a new report by BI Intelligence.
-Many people (including some very influential investors) vew healthcare as a staid industry ripe for disruption;
-Generally speaking, it costs more money to get a healthcare company off the ground than a web startup;
-Early stage investors are very bullish: the median angel round was up 40 percent from 2010.
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
-Many people (including some very influential investors) vew healthcare as a staid industry ripe for disruption;
-Generally speaking, it costs more money to get a healthcare company off the ground than a web startup;
-Early stage investors are very bullish: the median angel round was up 40 percent from 2010.
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Friday, March 23, 2012
22 Executives Share The Best Advice They Ever Received
here are 22 executives that share the best advice they ever received:
http://www.businessinsider.com/executives-share-the-best-advice-they-ever-got-2012-3#heres-some-more-advice-wake-up-early-24#ixzz1pyXI2rFv
Source: Business Insider
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
http://www.businessinsider.com/executives-share-the-best-advice-they-ever-got-2012-3#heres-some-more-advice-wake-up-early-24#ixzz1pyXI2rFv
Source: Business Insider
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Thursday, March 22, 2012
The Internet Economy is experiencing fast growth among G-20 countries.
Every business needs to “go digital.” Data about customers, competitors, suppliers, and employees are actually exploding. Ninety percent of all data were created in the past two years. By 2016, there will be 3 billion Internet users globally, and the Internet economy will reach $4.2 trillion in the G-20 nations.It appears that no company or country can afford to ignore this phenomenon. Scale and speed of change are altering industry structures and the way that companies do business. Farsighted companies, even ones in traditional industries, can separate the signals from the noise and create new sources of advantage by adopting digital strategies. For BCG, The “new” Internet is different in many ways from the old Internet. Here are 6 reasons followed by my comments
1-Its center of gravity is shifting. The Internet has become interactive and participatory. It is moving from fixed access to ubiquitous access. No longer limited to developed markets, it is growing by leaps and bounds in emerging markets, as well. And these countries are increasingly driving innovation.
Emerging countries are embracing digital innovations. A country like Kenya is a world leader in term of growth of the digital wallet.
2-It is now an “Internet of everything.” IBM predicts that 1 trillion devices will be connected to the Internet by 2015. The Internet of everything can radically change the ways companies interact with customers and run their supply chains. It also allows new entrants to attack the foundations of traditional industries.
It is a case of disruptive innovation as analyzed in the book Innovation Dilemma by Clayton Christensen.
3-It is about ecosystems. The Internet is increasingly being shaped by ecosystems orchestrated by companies such as Amazon, Apple, Facebook, and Google, but also by companies such as Baidu and Tencent in China and Yandex in Russia.
Complementors are increasingly important in the digital economy because of the presence of networks effects and switching costs. A good book on that issue is the Network Economy from Hal Varian and Carl Shapiro.
4-It is generating tremendous economic value. Across the G-20 nations, the Internet economy amounted to 4.1 percent of GDP, or $2.3 trillion, in 2010, larger than the economies of Italy or Brazil. In some leading economies, it is contributing up to 8 percent of GDP, powering economic growth and creating jobs.
The growth of the global ICT sector is one of the main drivers behind the growth in GDP of several economies
5- It has gone local. The Internet experience has become an ingrained feature of everyday life, reflecting national characteristics as well as economic, political, and social influences specific to individual countries.
In several countries mobile Internet through SMS, mobile app chat, smartphones, tablets and Wi-Fi has developed a culture of instantaneous conversation. Consumers and businesses are developing a dependency toward the mobile Internet. The negative aspect is that people expect rapid answers and decisions.
6- A new generation has grown up on the Internet. The “Millennials” have vastly different expectations as employees, consumers, and citizens. The Arab Spring protests and grass-roots “occupy” movements in the West are only the most visible manifestations of the power of the Millennials to shape society and commerce.
People less than 40 years old have grown up with several technologies: computers, Internet, video games, cellphones. For them these technologies are already user-friendly. A new generation of Internet entrepreneurs is growing quickly in emerging countries.
Consequences
BCG argues that these developments have four consequences for companies and policymakers alike.
1- Companies need to understand and strengthen their “digital balance sheets.” In an increasingly digital world, companies need to build their digital assets and reduce the digital liabilities, often organizational, that limit their ability to tap rich opportunities.
Companies must develop digital competencies to create new products and services.
2- Many companies require a digital transformation. Most will need to improve their people, processes, and organizational structures and adapt them to the digital world. Given the rapid pace of change and the intensity of competition, they will need to move away from long-term planning cycles and toward adaptive strategy setting.
Innovation is a main issue for many firms around the world. In order to create value, managers must use a good mix of internal growth and growth by acquisitions and incorporate a digital strategy in their business model.
3- Governments can help shape the digital economy. They can support policies related to investment, innovation, education, consumer protection, and privacy. In many areas, they should recognize that a hands-off approach is the best option.
Countries such as South Korea have largely promoted ICT and are now world leader in high-speed Internet
4- More than 15 years after the rallying cry was first heard, the Internet really is “changing everything.” As Walter Wriston, the legendary leader of Citibank, said in the 1980s, “Information about money has become almost as important as money itself.” That is true for every business today.
I can also add we now have an information overload. Analysts and web sites that help people to separate the wheat from the chaff in information are becoming more important than ever.
The growth
In the G-20 nations, the Internet economy will grow more than 10 percent a year through 2016, according to a new report published by The Boston Consulting Group (BCG) as part of its Connected World series.
In the developed markets of the G-20, the Internet economy will grow approximately 8 percent annually; in the developing markets, it will grow more than twice as fast—at an average annual rate of 18 percent. Argentina and India will grow the fastest, at 24 percent and 23 percent a year, respectively. The leading developed markets—Italy and the U.K.—will grow about 12 percent and 11 percent a year, respectively.
BCG projects that the Internet economy will contribute a total of $4.2 trillion to the G-20’s total GDP in 2016. “If it were a national economy, it would rank in the world’s top five, behind only the U.S., China, India, and Japan, and ahead of Germany,” said David Dean, BCG senior partner and a coauthor of the report.
Source : https://www.bcgperspectives.com/content/articles/growth_innovation_connected_world_digital_manifesto/
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
1-Its center of gravity is shifting. The Internet has become interactive and participatory. It is moving from fixed access to ubiquitous access. No longer limited to developed markets, it is growing by leaps and bounds in emerging markets, as well. And these countries are increasingly driving innovation.
Emerging countries are embracing digital innovations. A country like Kenya is a world leader in term of growth of the digital wallet.
2-It is now an “Internet of everything.” IBM predicts that 1 trillion devices will be connected to the Internet by 2015. The Internet of everything can radically change the ways companies interact with customers and run their supply chains. It also allows new entrants to attack the foundations of traditional industries.
It is a case of disruptive innovation as analyzed in the book Innovation Dilemma by Clayton Christensen.
3-It is about ecosystems. The Internet is increasingly being shaped by ecosystems orchestrated by companies such as Amazon, Apple, Facebook, and Google, but also by companies such as Baidu and Tencent in China and Yandex in Russia.
Complementors are increasingly important in the digital economy because of the presence of networks effects and switching costs. A good book on that issue is the Network Economy from Hal Varian and Carl Shapiro.
4-It is generating tremendous economic value. Across the G-20 nations, the Internet economy amounted to 4.1 percent of GDP, or $2.3 trillion, in 2010, larger than the economies of Italy or Brazil. In some leading economies, it is contributing up to 8 percent of GDP, powering economic growth and creating jobs.
The growth of the global ICT sector is one of the main drivers behind the growth in GDP of several economies
5- It has gone local. The Internet experience has become an ingrained feature of everyday life, reflecting national characteristics as well as economic, political, and social influences specific to individual countries.
In several countries mobile Internet through SMS, mobile app chat, smartphones, tablets and Wi-Fi has developed a culture of instantaneous conversation. Consumers and businesses are developing a dependency toward the mobile Internet. The negative aspect is that people expect rapid answers and decisions.
6- A new generation has grown up on the Internet. The “Millennials” have vastly different expectations as employees, consumers, and citizens. The Arab Spring protests and grass-roots “occupy” movements in the West are only the most visible manifestations of the power of the Millennials to shape society and commerce.
People less than 40 years old have grown up with several technologies: computers, Internet, video games, cellphones. For them these technologies are already user-friendly. A new generation of Internet entrepreneurs is growing quickly in emerging countries.
Consequences
BCG argues that these developments have four consequences for companies and policymakers alike.
1- Companies need to understand and strengthen their “digital balance sheets.” In an increasingly digital world, companies need to build their digital assets and reduce the digital liabilities, often organizational, that limit their ability to tap rich opportunities.
Companies must develop digital competencies to create new products and services.
2- Many companies require a digital transformation. Most will need to improve their people, processes, and organizational structures and adapt them to the digital world. Given the rapid pace of change and the intensity of competition, they will need to move away from long-term planning cycles and toward adaptive strategy setting.
Innovation is a main issue for many firms around the world. In order to create value, managers must use a good mix of internal growth and growth by acquisitions and incorporate a digital strategy in their business model.
3- Governments can help shape the digital economy. They can support policies related to investment, innovation, education, consumer protection, and privacy. In many areas, they should recognize that a hands-off approach is the best option.
Countries such as South Korea have largely promoted ICT and are now world leader in high-speed Internet
4- More than 15 years after the rallying cry was first heard, the Internet really is “changing everything.” As Walter Wriston, the legendary leader of Citibank, said in the 1980s, “Information about money has become almost as important as money itself.” That is true for every business today.
I can also add we now have an information overload. Analysts and web sites that help people to separate the wheat from the chaff in information are becoming more important than ever.
The growth
In the G-20 nations, the Internet economy will grow more than 10 percent a year through 2016, according to a new report published by The Boston Consulting Group (BCG) as part of its Connected World series.
In the developed markets of the G-20, the Internet economy will grow approximately 8 percent annually; in the developing markets, it will grow more than twice as fast—at an average annual rate of 18 percent. Argentina and India will grow the fastest, at 24 percent and 23 percent a year, respectively. The leading developed markets—Italy and the U.K.—will grow about 12 percent and 11 percent a year, respectively.
BCG projects that the Internet economy will contribute a total of $4.2 trillion to the G-20’s total GDP in 2016. “If it were a national economy, it would rank in the world’s top five, behind only the U.S., China, India, and Japan, and ahead of Germany,” said David Dean, BCG senior partner and a coauthor of the report.
Source : https://www.bcgperspectives.com/content/articles/growth_innovation_connected_world_digital_manifesto/
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Payment wars: Paypal versus competition (infographic)
Here is an infographic by Visual.ly on the payment wars between Paypal and others alternatives.
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Wednesday, March 21, 2012
Infographic on why Pinterest is so successful
Here is an infographic on why Pinterest is so successful and addictive.
Source: http://mashable.com/2012/03/20/why-is-pinterest-so-addictive/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+Mashable+%28Mashable%29
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Source: http://mashable.com/2012/03/20/why-is-pinterest-so-addictive/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+Mashable+%28Mashable%29
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Tuesday, March 20, 2012
A day in the Internet (infographic by MBAonline.com)
Created by: MBA Online
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Suivi sur la stratégie de convergence de BCE par Dr. Allaire
Le Dr. Yvan Allaire pousse plus loin la réflexion sur la stratégie de convergence de BCE, qui a été discuté samedi sur Seeking Alpha.
Il affirme que les entreprises fondées sur un actionnariat familial et un contrôle via des actions à vote multiples, comme Rogers Communications et Quebecor ont plus de latitude pour mieux exécuter une stratégie de convergence.
Voir: http://www.lesaffaires.com/blogues/yvan-allaire/bell-canada-et-la-saga-de-la-convergence/542307
Pour notre article sur la stratégie de convergence de BCE voir:
http://seekingalpha.com/article/440281-bce-relies-again-on-a-convergence-strategy
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Il affirme que les entreprises fondées sur un actionnariat familial et un contrôle via des actions à vote multiples, comme Rogers Communications et Quebecor ont plus de latitude pour mieux exécuter une stratégie de convergence.
Voir: http://www.lesaffaires.com/blogues/yvan-allaire/bell-canada-et-la-saga-de-la-convergence/542307
Pour notre article sur la stratégie de convergence de BCE voir:
http://seekingalpha.com/article/440281-bce-relies-again-on-a-convergence-strategy
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Richard Branson, founder of the Virgin conglomerate argues that inexperience can be an asset for start-ups
Richard Branson, is the founder and CEO of Virgin group. This firm is involved in many sectors that are almost mature and in oligopolies, but with good success: i.e. airlines, cola, insurance, lottery, etc.
For Branson: "Virgin's history shows that a lack of experience does not have to be a liability -- it can be an asset.... It is something you should play up when you discuss your ideas with prospective investors, partners and employees, rather than directing the conversation toward your other strengths.... Explain that it frees you and your team to follow your vision for the industry."
For more information: http://www.entrepreneur.com/article/220789
How to Avoid Common Startup Mistakes according to Richard Branson.
-Stay on Target
-Be Realistic About Costs
-Hire the People You Need, Not the People You Like
-Know When to Say Goodbye
For more information aee: http://www.entrepreneur.com/article/220743
Louis Rhéaume
Infocom Intelligence.com
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
For Branson: "Virgin's history shows that a lack of experience does not have to be a liability -- it can be an asset.... It is something you should play up when you discuss your ideas with prospective investors, partners and employees, rather than directing the conversation toward your other strengths.... Explain that it frees you and your team to follow your vision for the industry."
For more information: http://www.entrepreneur.com/article/220789
How to Avoid Common Startup Mistakes according to Richard Branson.
-Stay on Target
-Be Realistic About Costs
-Hire the People You Need, Not the People You Like
-Know When to Say Goodbye
For more information aee: http://www.entrepreneur.com/article/220743
Louis Rhéaume
Infocom Intelligence.com
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Monday, March 19, 2012
Business start-ups tips from top entrepreneurs
Here are some business tips from top entrepreneurs. Source: Entrepreneur.com
Spanx Inventor and Founder Sara Blakely
"Don't be afraid to fail. My dad encouraged us to fail. Growing up, he would ask us what we failed at that week. If we didn't have something, he would be disappointed. It changed my mindset at an early age that failure is not the outcome, failure is not trying. "
Mashable Founder Pete Cashmore
"You need space to try things and create. It takes a long time to recalibrate if you let people pull at you all the time. A lot of stress comes from reacting to stuff. You have to keep a certain guard [up], if you're a creative person. "
Gurbaksh Chahal, Serial Entrepreneur and RadiumOne Founder
"Many [business] people focus on what is static, black and white. Yet great algorithms can be rewritten. A business process can be defined better. A business model can be copied. But the speed of execution is dynamic within you and can never be copied. When you have an idea, figure out the pieces you need quickly, go to market, believe in it, and continue to iterate."
Marcia Kilgore, Founder of Bliss Spa, Soap and Glory and FitFlop
"Get everything in writing, especially with business partners. When you're starting out, things can be quite friendly and exciting, but people's memory can change due to money. Obviously, better to have a lawyer do it, but at least have some written recollection that you are partners, who's responsible for what, and how much money each of you put in."
Jim Koch, Founder of Boston Beer Co. and Samuel Adams Boston Lager
"You have a viable business only if your product is either better or cheaper than the alternatives. If it's not one or the other, you might make some money at first, but it's not a sustainable business."
Zappos CEO Tony Hsieh
"Be true to yourself. If you follow that principle, a lot of decisions are actually pretty easy."
Caterina Fake, Co-founder of Flickr and Hunch
"Pick a good market. The idea for approaching that market may change, but find a meaty problem to solve. You can try to attack it a bunch of different ways. Don't be too narrow."
Meetup Co-Founder Scott Heiferman
"Something worth doing might take a while, so really flesh out the potential of the business and be honest about whether it's worth doing. If it's not a $100 million company in five years, maybe it'll take 10 or 15 years. If you're doing something that has a universal, timeless need, then you need to think of the company in a timeless way."
DailyCandy Founder Dany Levy
"Don't spend money until you have money. When we used to put candy in our media kits, I would go to the Duane Reade store the day after Easter because the candy was on sale. Of course, it's important to spend on certain things in the beginning. You need good servers but you don't need Aeron desk chairs."
Go Daddy Founder Bob Parsons
"What I learned from Rockefeller that's off-the-hook important is: You need to know exactly where you stand in a business at all times. Measure everything, because everything that is measured and watched improves."
Barbara Corcoran, Corcoran Group Founder, Shark Tank Judge and Investor
"The joy is in the getting there. The beginning years of starting your business, the camaraderie when you're in the pit together, are the best years of your life. So rather than being so focused on when you get big and powerful, if you can just get the juice out of that… don't miss it."
HomeAway Co-Founder Brian Sharples
"A good idea is not enough. Business aren't just about ideas, businesses are about execution. Don't get too enamored with your own idea. Other people are going to have that same idea or something similar. You have to build a better team to execute it. You're only human, nobody has all the skills required to make a business work. [Ask yourself] what people are required to make it work for this idea, for this business?"
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Spanx Inventor and Founder Sara Blakely
"Don't be afraid to fail. My dad encouraged us to fail. Growing up, he would ask us what we failed at that week. If we didn't have something, he would be disappointed. It changed my mindset at an early age that failure is not the outcome, failure is not trying. "
Mashable Founder Pete Cashmore
"You need space to try things and create. It takes a long time to recalibrate if you let people pull at you all the time. A lot of stress comes from reacting to stuff. You have to keep a certain guard [up], if you're a creative person. "
Gurbaksh Chahal, Serial Entrepreneur and RadiumOne Founder
"Many [business] people focus on what is static, black and white. Yet great algorithms can be rewritten. A business process can be defined better. A business model can be copied. But the speed of execution is dynamic within you and can never be copied. When you have an idea, figure out the pieces you need quickly, go to market, believe in it, and continue to iterate."
Marcia Kilgore, Founder of Bliss Spa, Soap and Glory and FitFlop
"Get everything in writing, especially with business partners. When you're starting out, things can be quite friendly and exciting, but people's memory can change due to money. Obviously, better to have a lawyer do it, but at least have some written recollection that you are partners, who's responsible for what, and how much money each of you put in."
Jim Koch, Founder of Boston Beer Co. and Samuel Adams Boston Lager
"You have a viable business only if your product is either better or cheaper than the alternatives. If it's not one or the other, you might make some money at first, but it's not a sustainable business."
Zappos CEO Tony Hsieh
"Be true to yourself. If you follow that principle, a lot of decisions are actually pretty easy."
Caterina Fake, Co-founder of Flickr and Hunch
"Pick a good market. The idea for approaching that market may change, but find a meaty problem to solve. You can try to attack it a bunch of different ways. Don't be too narrow."
Meetup Co-Founder Scott Heiferman
"Something worth doing might take a while, so really flesh out the potential of the business and be honest about whether it's worth doing. If it's not a $100 million company in five years, maybe it'll take 10 or 15 years. If you're doing something that has a universal, timeless need, then you need to think of the company in a timeless way."
DailyCandy Founder Dany Levy
"Don't spend money until you have money. When we used to put candy in our media kits, I would go to the Duane Reade store the day after Easter because the candy was on sale. Of course, it's important to spend on certain things in the beginning. You need good servers but you don't need Aeron desk chairs."
Go Daddy Founder Bob Parsons
"What I learned from Rockefeller that's off-the-hook important is: You need to know exactly where you stand in a business at all times. Measure everything, because everything that is measured and watched improves."
Barbara Corcoran, Corcoran Group Founder, Shark Tank Judge and Investor
"The joy is in the getting there. The beginning years of starting your business, the camaraderie when you're in the pit together, are the best years of your life. So rather than being so focused on when you get big and powerful, if you can just get the juice out of that… don't miss it."
HomeAway Co-Founder Brian Sharples
"A good idea is not enough. Business aren't just about ideas, businesses are about execution. Don't get too enamored with your own idea. Other people are going to have that same idea or something similar. You have to build a better team to execute it. You're only human, nobody has all the skills required to make a business work. [Ask yourself] what people are required to make it work for this idea, for this business?"
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Business interview with the CEO of Hootsuite: Ryan Holmes
For a recent tech event, the CEO of Hootsuite made an interesting business interview. Hootsuite is one of the most promising Canadian tech start-ups. It is involved in the field of social media. You can check the questions at the following link and see the whole interview. He has many good comments on the future of social media and he offers some start-ups tips.
http://www.vokle.com/events/54317
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
http://www.vokle.com/events/54317
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Path an emerging competitor to Facebook has a valuation around $200M-$250M
Path is the simple and private way to share life with close friends & family. Founded by Dave Morin, previously Co-Inventor of Platform and Connect at Facebook with Shawn Fanning, creator of Napster, and Dustin Mierau co-creator of Macster.
Britney Spears has just created a Path account, which is sort of counterintuitive as the mobile social network only limits you to 150 friends. Briteny has more than 14 million followers on Twitter. Rumor also has it that Path is raising a Series B round of funding, wanting to bring in between $25 million to $30 million at a $250 million valuation. Existing investors and Khosla and Greylock have expressed interest amidst an environment that is producing many high-profile Series B raises.
The company has previously raised a total of $11.2 million in angel and Series A venture capital funding from Index Ventures, First Round Capital, Founders Fund, SV Angel, Crunchfund and others. It recently experienced unprecedented scale, due to a successful pivot according to Techcrunch. Thus, Path has grows daily users 30x since relaunch. Google wanted to buy the firm for $100M.
Path relaunched in November, changing course from photo-sharing to everything sharing, in a beautifully wrapped package with emphasis on simplicity. Many have likened the product to a better designed Facebook for your phone, which is fair and probably a compliment. But everything isn’t coming up roses, and the product still has kinks it needs to iron out.
Users are sharing more things on the new Path in a day then they had on the old Path in a year — at a rate of 12 moments per second. The company is seeing 30x the number of daily active users, going from 10K to 300K in two and a half weeks. Rumor has it that it’s seeing 100k downloads a day.
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomnAnalysis
Britney Spears has just created a Path account, which is sort of counterintuitive as the mobile social network only limits you to 150 friends. Briteny has more than 14 million followers on Twitter. Rumor also has it that Path is raising a Series B round of funding, wanting to bring in between $25 million to $30 million at a $250 million valuation. Existing investors and Khosla and Greylock have expressed interest amidst an environment that is producing many high-profile Series B raises.
The company has previously raised a total of $11.2 million in angel and Series A venture capital funding from Index Ventures, First Round Capital, Founders Fund, SV Angel, Crunchfund and others. It recently experienced unprecedented scale, due to a successful pivot according to Techcrunch. Thus, Path has grows daily users 30x since relaunch. Google wanted to buy the firm for $100M.
Path relaunched in November, changing course from photo-sharing to everything sharing, in a beautifully wrapped package with emphasis on simplicity. Many have likened the product to a better designed Facebook for your phone, which is fair and probably a compliment. But everything isn’t coming up roses, and the product still has kinks it needs to iron out.
Users are sharing more things on the new Path in a day then they had on the old Path in a year — at a rate of 12 moments per second. The company is seeing 30x the number of daily active users, going from 10K to 300K in two and a half weeks. Rumor has it that it’s seeing 100k downloads a day.
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomnAnalysis
Saturday, March 17, 2012
New article on Seeking Alpha: BCE relies again on a convergence strategy
Our new article is available on Seeking Alpha: "BCE relies again on a convergence strategy".
http://seekingalpha.com/article/440281-bce-relies-again-on-a-convergence-strategy
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
http://seekingalpha.com/article/440281-bce-relies-again-on-a-convergence-strategy
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Wednesday, March 14, 2012
The majority of the world patents comes from just 3 infocom industries
In a recent Thomson Reuters report, it appears that 52% of the world patents comes from just 3 infocom (ICT) industries: Computers & peripherals (30%), telecommunications (13%) and semiconductors (12%).
The report offers a breakdown of the best innovators in term of patent applications by industry and by region.
Source: http://img.en25.com/Web/ThomsonReutersScience/StateofInnovation2011.pdf
Louis Rhéaume
Infocom Intelligence
Louis@infocomintelligence.com
Twitter: @InfocomAnalysis
The report offers a breakdown of the best innovators in term of patent applications by industry and by region.
Source: http://img.en25.com/Web/ThomsonReutersScience/StateofInnovation2011.pdf
Louis Rhéaume
Infocom Intelligence
Louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Tuesday, March 13, 2012
A list of the new features of iPad 3
Last week Apple announced a new iPad, whose name is simply “the new iPad,” not the iPad 3 or iPad HD. The third-generation iPad launches on March 16 and has the same pricing as previous versions: $499 for a 16 GB model, $599 for 32 GB and $699 for 64 GB, plus an extra $130 for 4G.
here is a list of the new features of the new iPad by PCWorld:
http://www.itbusiness.ca/it/client/en/slideshow/apples-new-ipad/
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @infocomAnalysis
here is a list of the new features of the new iPad by PCWorld:
http://www.itbusiness.ca/it/client/en/slideshow/apples-new-ipad/
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @infocomAnalysis
LES TECHNOLOGIES DE L’INFORMATION ET DES COMMUNICATIONS (TIC) à Montréal
Le Grand Montréal s’affirme comme haut lieu d’innovation et de recherche dans le secteur
des TIC. Le secteur en un clin d’œil 120000 emplois au sein de plus de 5000 entreprises privées
Près de 70% des emplois de l’industrie des TIC au Québec sont concentrés dans le Grand Montréal. Une grappe riche et diversifiée, dotée d’une masse critique d’entreprises réparties dans cinq sous-secteurs : fabrication, logiciels, services informatiques, services de télécommunications, multimédia. Le sous-secteur du multimédia, qui représente environ 10% des emplois de la grappe, est celui dont la croissance est la plus rapide, en raison de l’ascension fulgurante du créneau du jeu vidéo. Quelques chefs de file mondiaux parmi tous ceux qui ont choisi le Grand Montréal: Autodesk, Bell Canada, CGI, Compuware, Dassault Systèmes, DMR/Fujitsu, Eidos, Electronic Arts, Ericsson, Funcom, GFI, IBM, Morgan Stanley, Positron, SAP, SR Telecom, Telus, THQ, Ubisoft, Vidéotron, Warner Bros. Interactive Entertainment.
Montréal International et TechnoMontréal viennent de publier le «Profil de l'industrie des technologies de l'information et des communications du Grand Montréal» qui dresse le portrait de l'industrie des TIC dans la métropole et dans ses régions avoisinantes. En 2009, les revenus d'exploitation des entreprises spécialisées en TIC de la région auraient frôlé les 25 milliards de dollars. Le produit intérieur brut (PIB) du secteur des TIC dans le Montréal métropolitain a atteint 9 milliards de dollars en 2010.
Ce PIB, qui équivaudrait à 70 % du produit intérieur brut du secteur des TIC au Québec en 2010, serait supérieur de 25 % au PIB qui avait été produit par le secteur du Grand Montréal en 2002. D'ailleurs, on affirme que la croissance du PIB du secteur des TIC aurait été deux fois plus rapide que celle de l'économie en général dans le Grand Montréal durant la même période.
Le PIB du secteur des TIC dans le Grand Montréal n'aurait reculé que de 0,01 % entre 2008 et 2009, soit au moment de la dernière crise économique. La croissance du secteur des TIC des dernières années serait attribuable en grande partie à la progression de sous-secteurs du multimédia et de la prestation de services dans plusieurs secteurs économique, comme la santé et les finances.
Revenus
Les revenus du sous-secteur de la fabrication ont pris moins d’importance avec une proportion de 15 % en 2009 des revenus de secteur des TIC dans le Grand Montréal qu'en 2006, alors que les revenus du sous-secteur de la fabrication équivalaient à 20 % de l'ensemble des revenus du secteur des TIC.
En 2009, les revenus du secteur des TIC auraient été produits à 24 % par le sous-secteur des services en TI (19 % en 2006), à 32 % par le sous-secteur des services de télécommunications (30 % en 2006 et à 32 % par le sous-secteur des grossistes et réparateurs (32 % en 2006).
52 % des quelque 120 000 emplois spécialisés auraient été exécutés dans le sous-secteur des services en TI en 2012. 20 % des emplois auraient été associés au sous-secteur des services de télécommunications, 15 % au sous-secteur de la fabrication et 13 % au sous-secteur des grossistes et réparateurs.
Le profil indique que le secteur des TIC du Grand Montréal Amérique du Nord entre 2008 et 2010, avec une augmentation de 4 %. Seule la région de New York aurait connu la deuxième plus importante croissance du nombre d'emplois en aurait devancé celle Montréal à cet égard durant la même période, avec une croissance de 7 %.
Par ailleurs, le profil souligne que plus de 30 000 emplois du secteur des TIC dans le Grand Montréal seraient associés à environ 400 établissements qui sont des filiales d'entreprises étrangères. Ainsi, environ 25 % des emplois dans le secteur seraient associés à des entreprises dont le siège social est situé hors du Québec et du Canada.
Exportations et dépenses en R-D
Le profil indique que les exportations de produits et services en TIC d'entreprises du Grand Montréal auraient eu une valeur de 2,4 milliards de dollars en 2010, soit 60 % de la valeur de près de 4 milliards des exportations du secteur dans l'ensemble du Québec.
Également, on indique que les dépenses en recherche et développement des entreprises établies dans l'agglomération montréalaise auraient été supérieures à 800 millions de dollars en 2009, ce qui correspondrait à plus de 85 % des dépenses de ce genre qui auraient été réalisées par des entreprises du secteur au Québec durant la même période.
Le document produit par Montréal International et TechnoMontréal contient également des tableaux de classement des entreprises les plus importantes dans les divers sous-secteurs des TIC, des données sur les inscriptions et les diplômés dans les programmes de formation ainsi qu'une présentation des organismes de recherche, des associations et des regroupements spécialisés qui oeuvrent dans la région.
Le profil contient aussi des données sur les coûts d'exploitation d'une entreprise et une présentation des mesures et des incitatifs en fiscalité qui sont applicables dans le Grand Montréal.
Le « Profil de l'industrie des technologies de l'information et des communications du Grand Montréal » a été produit par Montréal International et TechnoMontréal dans le but d'inciter des organisations à s'implanter dans la région du Grand Montréal. D'ailleurs, une version anglaise du document sera distribuée par les deux organismes dans le cadre de leurs activités de démarchage. Le profil a été réalisé au moyen de données récentes qui proviennent de diverses sources et de propos qui ont été recueillis lors d'entrevues.
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter : @InfocomAnalysis
des TIC. Le secteur en un clin d’œil 120000 emplois au sein de plus de 5000 entreprises privées
Près de 70% des emplois de l’industrie des TIC au Québec sont concentrés dans le Grand Montréal. Une grappe riche et diversifiée, dotée d’une masse critique d’entreprises réparties dans cinq sous-secteurs : fabrication, logiciels, services informatiques, services de télécommunications, multimédia. Le sous-secteur du multimédia, qui représente environ 10% des emplois de la grappe, est celui dont la croissance est la plus rapide, en raison de l’ascension fulgurante du créneau du jeu vidéo. Quelques chefs de file mondiaux parmi tous ceux qui ont choisi le Grand Montréal: Autodesk, Bell Canada, CGI, Compuware, Dassault Systèmes, DMR/Fujitsu, Eidos, Electronic Arts, Ericsson, Funcom, GFI, IBM, Morgan Stanley, Positron, SAP, SR Telecom, Telus, THQ, Ubisoft, Vidéotron, Warner Bros. Interactive Entertainment.
Montréal International et TechnoMontréal viennent de publier le «Profil de l'industrie des technologies de l'information et des communications du Grand Montréal» qui dresse le portrait de l'industrie des TIC dans la métropole et dans ses régions avoisinantes. En 2009, les revenus d'exploitation des entreprises spécialisées en TIC de la région auraient frôlé les 25 milliards de dollars. Le produit intérieur brut (PIB) du secteur des TIC dans le Montréal métropolitain a atteint 9 milliards de dollars en 2010.
Ce PIB, qui équivaudrait à 70 % du produit intérieur brut du secteur des TIC au Québec en 2010, serait supérieur de 25 % au PIB qui avait été produit par le secteur du Grand Montréal en 2002. D'ailleurs, on affirme que la croissance du PIB du secteur des TIC aurait été deux fois plus rapide que celle de l'économie en général dans le Grand Montréal durant la même période.
Le PIB du secteur des TIC dans le Grand Montréal n'aurait reculé que de 0,01 % entre 2008 et 2009, soit au moment de la dernière crise économique. La croissance du secteur des TIC des dernières années serait attribuable en grande partie à la progression de sous-secteurs du multimédia et de la prestation de services dans plusieurs secteurs économique, comme la santé et les finances.
Revenus
Les revenus du sous-secteur de la fabrication ont pris moins d’importance avec une proportion de 15 % en 2009 des revenus de secteur des TIC dans le Grand Montréal qu'en 2006, alors que les revenus du sous-secteur de la fabrication équivalaient à 20 % de l'ensemble des revenus du secteur des TIC.
En 2009, les revenus du secteur des TIC auraient été produits à 24 % par le sous-secteur des services en TI (19 % en 2006), à 32 % par le sous-secteur des services de télécommunications (30 % en 2006 et à 32 % par le sous-secteur des grossistes et réparateurs (32 % en 2006).
52 % des quelque 120 000 emplois spécialisés auraient été exécutés dans le sous-secteur des services en TI en 2012. 20 % des emplois auraient été associés au sous-secteur des services de télécommunications, 15 % au sous-secteur de la fabrication et 13 % au sous-secteur des grossistes et réparateurs.
Le profil indique que le secteur des TIC du Grand Montréal Amérique du Nord entre 2008 et 2010, avec une augmentation de 4 %. Seule la région de New York aurait connu la deuxième plus importante croissance du nombre d'emplois en aurait devancé celle Montréal à cet égard durant la même période, avec une croissance de 7 %.
Par ailleurs, le profil souligne que plus de 30 000 emplois du secteur des TIC dans le Grand Montréal seraient associés à environ 400 établissements qui sont des filiales d'entreprises étrangères. Ainsi, environ 25 % des emplois dans le secteur seraient associés à des entreprises dont le siège social est situé hors du Québec et du Canada.
Exportations et dépenses en R-D
Le profil indique que les exportations de produits et services en TIC d'entreprises du Grand Montréal auraient eu une valeur de 2,4 milliards de dollars en 2010, soit 60 % de la valeur de près de 4 milliards des exportations du secteur dans l'ensemble du Québec.
Également, on indique que les dépenses en recherche et développement des entreprises établies dans l'agglomération montréalaise auraient été supérieures à 800 millions de dollars en 2009, ce qui correspondrait à plus de 85 % des dépenses de ce genre qui auraient été réalisées par des entreprises du secteur au Québec durant la même période.
Le document produit par Montréal International et TechnoMontréal contient également des tableaux de classement des entreprises les plus importantes dans les divers sous-secteurs des TIC, des données sur les inscriptions et les diplômés dans les programmes de formation ainsi qu'une présentation des organismes de recherche, des associations et des regroupements spécialisés qui oeuvrent dans la région.
Le profil contient aussi des données sur les coûts d'exploitation d'une entreprise et une présentation des mesures et des incitatifs en fiscalité qui sont applicables dans le Grand Montréal.
Le « Profil de l'industrie des technologies de l'information et des communications du Grand Montréal » a été produit par Montréal International et TechnoMontréal dans le but d'inciter des organisations à s'implanter dans la région du Grand Montréal. D'ailleurs, une version anglaise du document sera distribuée par les deux organismes dans le cadre de leurs activités de démarchage. Le profil a été réalisé au moyen de données récentes qui proviennent de diverses sources et de propos qui ont été recueillis lors d'entrevues.
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter : @InfocomAnalysis
Friday, March 09, 2012
Instagram has 9 employees and a valuation around $500M
Instagram, the popular photo sharing app for iPhone, is about to raise $40 million, which should give a valuation of $500 million to the firm. That's for a company that at last count had only 9 employees and hasn't really started trying to make money yet. Instagram has seen spectacular growth, getting more than 15 million users in less than two years, and was adding them at a pace of a million every couple of weeks toward the end of last year.
Founder Kevin Systrom told BI that he hasn't decided exactly how Instagram will make money, but he's confident that there's an opportunity.
"The question is, is there an opportunity beyond group buying, search advertising, to make a whole lot of revenue on the iPhone, on Android. I believe the answer is yes, that's what we're going after".
Instagram has never spent a dime on marketing. It appears that Facebook has tried to buy Instagram with no success so far.
For more information and an interview with the founder see:
Read more: http://www.businessinsider.com/this-27-year-old-built-one-of-the-fastest-growing-apps-ever-without-spending-a-dime-on-marketing-2011-11#ixzz1oe9eq8EX
Read more: http://www.businessinsider.com/instagram-has-only-a-handful-of-employees-but-may-soon-be-valued-at-500-million-2012-3?utm_source=Triggermail&utm_medium=email&utm_term=10%20Things%20In%20Tech%20You%20Need%20To%20Know&utm_campaign=Post%20Blast%20%28sai%29%3A%2010%20Things%20You%20Need%20To%20Know%20This%20Morning#ixzz1oe8mPQww
Founder Kevin Systrom told BI that he hasn't decided exactly how Instagram will make money, but he's confident that there's an opportunity.
"The question is, is there an opportunity beyond group buying, search advertising, to make a whole lot of revenue on the iPhone, on Android. I believe the answer is yes, that's what we're going after".
Instagram has never spent a dime on marketing. It appears that Facebook has tried to buy Instagram with no success so far.
For more information and an interview with the founder see:
Read more: http://www.businessinsider.com/this-27-year-old-built-one-of-the-fastest-growing-apps-ever-without-spending-a-dime-on-marketing-2011-11#ixzz1oe9eq8EX
Read more: http://www.businessinsider.com/instagram-has-only-a-handful-of-employees-but-may-soon-be-valued-at-500-million-2012-3?utm_source=Triggermail&utm_medium=email&utm_term=10%20Things%20In%20Tech%20You%20Need%20To%20Know&utm_campaign=Post%20Blast%20%28sai%29%3A%2010%20Things%20You%20Need%20To%20Know%20This%20Morning#ixzz1oe8mPQww
Thursday, March 08, 2012
The potential of m-commerce (infographic)
Here is the potential of m-commerce in a Mashable infographic.
http://mashable.com/2012/03/07/mobile-commerce-outlook/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+Mashable+%28Mashable%29&utm_content=Google+Reader
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
http://mashable.com/2012/03/07/mobile-commerce-outlook/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+Mashable+%28Mashable%29&utm_content=Google+Reader
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Monday, March 05, 2012
Innovation of the month: GroupMe of Skype
GroupMe is the newest member of the Skype family. GroupMe is an easy way to chat with the people and groups you really know, wherever you are. GroupMe works on almost every cell phone¹ and there’s an app available for iPhone, Android, BlackBerry and Windows Phone 7. You’ll be connecting with all your friends in no time at all.
What is interesting is the fact that you can chat in group among different smartphones OS owners. More people are registered to Skype than Blackberry Messenger or other proprietary applications.
The app is free if you have a WiFi connection or a mobile data plan that emables to chat with your group in-app.
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
What is interesting is the fact that you can chat in group among different smartphones OS owners. More people are registered to Skype than Blackberry Messenger or other proprietary applications.
The app is free if you have a WiFi connection or a mobile data plan that emables to chat with your group in-app.
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
The empowerment of the social consumer
Here is an infographic from Mashable on the new empowerment of the social consumer. The online reaction of customers can play a big role of the valuation of firms.
Source: http://mashable.com/2012/02/29/social-consumer-infographic/
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Source: http://mashable.com/2012/02/29/social-consumer-infographic/
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
The next wave of tech IPOs: enterprise tech
According to the Wall Street Journal, the next wave of tech IPOs is coming and should contains mainly tech firms focusing on the business sector. While it takes longer time to reach break-even, tech firms focusing on the business sector have in general less volatile revenues and profits since their businees models are based on predictable revenues and recurring monthly fees.
2011 was the year of consumer Internet IPOs—from Groupon Inc., LinkedIn Corp. and Zynga Inc. 2012 is starting with Yelp Inc. and Facebook Inc. Now companies that sell technology mainly to businesses are also getting ready to hit the stock market. This new crop of IPO-ready companies are solving problems that businesses are willing to spend money on, such as improved security or better insight into customer behavior.
Splunk Inc., a San Francisco company that helps businesses capture and analyze the data they generate, and Infoblox Inc., a Santa Clara, Calif., maker of network-automation technology, in January both filed to go public in IPOs aiming to raise around $125 million each. Now other enterprise-tech makers are lining up to get out of the gate. According to people familiar with the matter, security-technology maker Palo Alto Networks Inc., online human resources software company Workday Inc. and tech-management software maker ServiceNow Inc. have picked bankers or are in the final stages of choosing and informing bankers for their IPO process. Atlassian Inc., which provides software building blocks to developers, is also aiming to file for an IPO this year, said another person familiar with the matter. Splunk is still unprofitable but its revenue rose 79% to $77.8 million for the nine months ended Oct. 31. Palo Alto Networks, meanwhile, said in August that its run rate exceeded $200 million in bookings and that it had been cash flow positive for five consecutive quarters.
Even though the IPOs may not happen until the summer, the companies are moving quickly towards a public offering to take advantage of the current IPO window that has been kicked wide open by the excitement over Facebook's filing and a rising stock market. "It's better to be ready to go when you're able to go," said one investment banker.
Source: http://online.wsj.com/article/SB10001424052970203986604577255452644418264.html
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
2011 was the year of consumer Internet IPOs—from Groupon Inc., LinkedIn Corp. and Zynga Inc. 2012 is starting with Yelp Inc. and Facebook Inc. Now companies that sell technology mainly to businesses are also getting ready to hit the stock market. This new crop of IPO-ready companies are solving problems that businesses are willing to spend money on, such as improved security or better insight into customer behavior.
Splunk Inc., a San Francisco company that helps businesses capture and analyze the data they generate, and Infoblox Inc., a Santa Clara, Calif., maker of network-automation technology, in January both filed to go public in IPOs aiming to raise around $125 million each. Now other enterprise-tech makers are lining up to get out of the gate. According to people familiar with the matter, security-technology maker Palo Alto Networks Inc., online human resources software company Workday Inc. and tech-management software maker ServiceNow Inc. have picked bankers or are in the final stages of choosing and informing bankers for their IPO process. Atlassian Inc., which provides software building blocks to developers, is also aiming to file for an IPO this year, said another person familiar with the matter. Splunk is still unprofitable but its revenue rose 79% to $77.8 million for the nine months ended Oct. 31. Palo Alto Networks, meanwhile, said in August that its run rate exceeded $200 million in bookings and that it had been cash flow positive for five consecutive quarters.
Even though the IPOs may not happen until the summer, the companies are moving quickly towards a public offering to take advantage of the current IPO window that has been kicked wide open by the excitement over Facebook's filing and a rising stock market. "It's better to be ready to go when you're able to go," said one investment banker.
Source: http://online.wsj.com/article/SB10001424052970203986604577255452644418264.html
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Android has a collective evolution
According to Andy Rubin of Google, there are 850,000 activations of Android devices, whether mobile or tablets a day. Rubin explains the motivations behind the acquisition of Motorola: "The advantage of having a firm that makes it able to dial to where we think the future will, but it won't make anything exclusive that it may damage the rest... We believe in an open ecosystem."
As it happens, Motorola released the Android 3.0 Xoom tablet. Samsung offers version 4.0, which unifies tablets and phones. "Without balance you can not make an ecosystem. " Within this logic fits the fact that many manufacturers such as Motorola's own Motoblur, Samsung or HTC Sense Hub, provide their own equipment and adaptable interface. "I know it's controversial, some may prefer the pure system, as it comes, it also helps handled who are not familiar or want to customize. Anything to give consumers more choices seems right. "
Rubin has revealed that in 2011 12 million tablets with Google software were sold, excluding the Amazon Kindle Fire. They just doubled those sold in 2010.
First came Google Music, Google Books and later, YouTube was acquired... Just after they released Android. Now they need to combine both worlds ... "We will add more content, but for now we can not advertise. We have to improve to do business. "
Android still has some issues to solve: such as hiw you can't have good Facebook application in tablets? All board members have agreed that what is seen in the 10 inch version does not seem very consistent with the social network. "We will try to mark a path as the application of Gmail or YouTube, which detects the device and adapts, but it is a question for us, but for Facebook it does offer a version for iPhone and one for iPad" . A few hours later the head of Facebook's Technology has announced its commitment to a web-based, open mobile HTML5.
Rubin says high-end phones today will become the minimum within a window of 18 months. "The important thing is to be brave enough to set trends." When he arrived at Google, the firms invested in Android because, he says, Google knew that their business model, with free services and advertising revenue, was the only one who could succeed with their vision completely. It is unfair to think that all innovation comes from a company. The evolution is collective. "
Neither ruled out at some point a launch of a Google e-reader, but it does not seem too logical: "There is already an application in our Kindle Store."
The future, according to Rubin, is the era postPC. Once you have set in tablets and phones the next frontier is in the home, when you come home and leave the keys, mobile and work. "I feel that if we put Android at home, this will not work. We must be imaginative to join more traveling companions. If not, others will come up with another ecosystem. It is an industry that we want to lead by giving intelligence to home," he argues. It fits with the line of home automation smart labels, just a day before Sony had introduced its new handsets.
Source: El Pais
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
As it happens, Motorola released the Android 3.0 Xoom tablet. Samsung offers version 4.0, which unifies tablets and phones. "Without balance you can not make an ecosystem. " Within this logic fits the fact that many manufacturers such as Motorola's own Motoblur, Samsung or HTC Sense Hub, provide their own equipment and adaptable interface. "I know it's controversial, some may prefer the pure system, as it comes, it also helps handled who are not familiar or want to customize. Anything to give consumers more choices seems right. "
Rubin has revealed that in 2011 12 million tablets with Google software were sold, excluding the Amazon Kindle Fire. They just doubled those sold in 2010.
First came Google Music, Google Books and later, YouTube was acquired... Just after they released Android. Now they need to combine both worlds ... "We will add more content, but for now we can not advertise. We have to improve to do business. "
Android still has some issues to solve: such as hiw you can't have good Facebook application in tablets? All board members have agreed that what is seen in the 10 inch version does not seem very consistent with the social network. "We will try to mark a path as the application of Gmail or YouTube, which detects the device and adapts, but it is a question for us, but for Facebook it does offer a version for iPhone and one for iPad" . A few hours later the head of Facebook's Technology has announced its commitment to a web-based, open mobile HTML5.
Rubin says high-end phones today will become the minimum within a window of 18 months. "The important thing is to be brave enough to set trends." When he arrived at Google, the firms invested in Android because, he says, Google knew that their business model, with free services and advertising revenue, was the only one who could succeed with their vision completely. It is unfair to think that all innovation comes from a company. The evolution is collective. "
Neither ruled out at some point a launch of a Google e-reader, but it does not seem too logical: "There is already an application in our Kindle Store."
The future, according to Rubin, is the era postPC. Once you have set in tablets and phones the next frontier is in the home, when you come home and leave the keys, mobile and work. "I feel that if we put Android at home, this will not work. We must be imaginative to join more traveling companions. If not, others will come up with another ecosystem. It is an industry that we want to lead by giving intelligence to home," he argues. It fits with the line of home automation smart labels, just a day before Sony had introduced its new handsets.
Source: El Pais
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Infographic on iPad 3
Here is an infographic on the iPad 3, about the motivations of Americans for buying the tablet. Study done by AYTM Research.
Source: http://aytm.com/blog/research-junction/ipad-3-infographic/?utm_source=rss&utm_medium=rss&utm_campaign=ipad-3-infographic
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @Infocomanalysis
Source: AYTM Research
Source: http://aytm.com/blog/research-junction/ipad-3-infographic/?utm_source=rss&utm_medium=rss&utm_campaign=ipad-3-infographic
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @Infocomanalysis
Friday, March 02, 2012
Alternatives to SMS are cutting wireless operators revenues
According to GigaOM, new competitors such as Viber, WhatsApp, Facebook Chat and Google Voice are all alternative ways to send instant messages or texts across mobile platforms and join the usual suspects such as BlackBerry Messenger, iMessage and Skype as ways Internet businesses are again challenging the mobile carriers at their own game. The rise in third-party IM and voice applications has been noted in Europe, but reports out today show that carriers are running out of time. They need to hurry to co-opt their competition by playing to their strengths.
Ovum estimates operators lost $13.9 billion of potential SMS revenue in 2011 through subscribers using social messaging apps on their mobile phone, a loss in revenue that is both high margin and creates a virtuous cycle of use. When I sign up for a new social messaging service, I get my friends on it too, causing a loss in potential revenue that spreads virally. That’s how Viber, a social messaging service that was relatively unknown six months ago, can suddenly shoot up to consume 2 percent of mobile bandwidth six months later, according to data from Allot.
Wireless operators must build a good portfolio of innovation projects where some "winners" will emerge. Innovation is the solution to revenues loss.
Source: http://gigaom.com/mobile/random-startups-are-eating-almost-14b-in-operator-sales/
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Ovum estimates operators lost $13.9 billion of potential SMS revenue in 2011 through subscribers using social messaging apps on their mobile phone, a loss in revenue that is both high margin and creates a virtuous cycle of use. When I sign up for a new social messaging service, I get my friends on it too, causing a loss in potential revenue that spreads virally. That’s how Viber, a social messaging service that was relatively unknown six months ago, can suddenly shoot up to consume 2 percent of mobile bandwidth six months later, according to data from Allot.
Wireless operators must build a good portfolio of innovation projects where some "winners" will emerge. Innovation is the solution to revenues loss.
Source: http://gigaom.com/mobile/random-startups-are-eating-almost-14b-in-operator-sales/
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Micro venture capital could emerge with new US bill
According to Forbes, micro venture capital relying on crowdfunding could quickly grow in the USA soon. Thus, initiatives such as the crowdfunding platform Kickstarter.com–just one of many websites now dedicated to matching projects with people who have some means and desire to support them are experiencing strong growth. What Kickstarter donors got in return were things like “thank you” credits in films, DVDs, tee-shirts, flowers, cookies, and concert tickets. Federal and state securities laws prohibit these startup operations from offering equity to their investors. The good feeling that comes from supporting innovation seems to be the main reward for many people who hand over cash to support the schemes of others online.
If startups could offer stock to their small-stake supporters, some (including Amy Cortese in this New York Times Op-Ed) predict that the practice of crowdfunding would explode, opening up far more resources to entrepreneurs, spurring innovation, and creating jobs. That’s exactly what the Entrepreneur Access to Capital Act (HR 2930) aims to achieve. The bill has the support of President Obama and was passed by an overwhelming majority in the House in November, but has been hung up in the Senate ever since. There is a good chance the bill will finally pass soon.
For more information: Crowdfunding Set to Explode with Passage of Entrepreneur Access to Capital Act
http://www.forbes.com/sites/techonomy/2012/02/29/crowdfunding-set-to-explode-with-passage-of-entrepreneur-access-to-capital-act/
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
If startups could offer stock to their small-stake supporters, some (including Amy Cortese in this New York Times Op-Ed) predict that the practice of crowdfunding would explode, opening up far more resources to entrepreneurs, spurring innovation, and creating jobs. That’s exactly what the Entrepreneur Access to Capital Act (HR 2930) aims to achieve. The bill has the support of President Obama and was passed by an overwhelming majority in the House in November, but has been hung up in the Senate ever since. There is a good chance the bill will finally pass soon.
For more information: Crowdfunding Set to Explode with Passage of Entrepreneur Access to Capital Act
http://www.forbes.com/sites/techonomy/2012/02/29/crowdfunding-set-to-explode-with-passage-of-entrepreneur-access-to-capital-act/
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
The 8 industries and professions where tablets are very popular
TabTimes is a new magazine covering tablets. It is available at www.tabtimes.com. They just made an analysis of the 8 industries and professions where tablets are very popular.
Retail and sales
This much is obvious; sales members, those in the store or out in the field, benefit from having a mobile device they can use to complete transactions or check inventory. The tablet fits that bill perfectly, with the extra screen estate (compared to an iPhone, say) allowing retailers to promote their products in the best possible way. With firms such as Square and point-of-sale provider VeriFone backing T-commerce, and with the ever increasingheavyweights possibility of near-field-communication (NFC) chips coming to tablets for device-to-device payments, it's clear the newly-coined term of 'T-commerce' is here to stay.
Education
As a sector, education is widely believed to be slow on adopting new technologies, but in truth this is more often down to restricted budgets. With that in mind, it is worth noting just how many schools and universities have already taken to tablets, with most of these either funded directly by the school or in-part by parents.
Healthcare
When you consider that touch screens and first-generation Windows tablets have been in hospitals for decades, it's not surprising that healthcare is another very prominent area when it comes to large-scale tablet deployments. TabTimes has even heard of one pharmaceutical company deploying as many as 500,000 iPads in one shot.
Legal and political
Tablets are slowly seeping into the professional lives of both lawyers and politicians. TabTimes is seeing an increasing number of deployments (or rather, often through BYOD schemes) for lawyers to use tablets in the courtroom, while politicians are also feverishly getting in on the act.
Real estate
As an industry, its linked to retail and sales, but there's no doubting that tablets can help estate agents from everything from arranging and keeping track of house visits to liaising with home owners and tempting interested buyers with interactive floor plans.
Professional sports
Calling the NFL, NBA, and pro soccer "industries" feels like a bit of an overstatement, but professional sports teams around the world have discovered that iPads and other tablets are ideal devices for containing playbooks, reviewing game footage, and more.
Aviation: Pilots, cabin crew and passengers
From the cockpit, to cabin crew and even for in-flight entertainment, tablets can now be found thousands of feet up in the air, aboard both commercial and even military aircraft. Deployments have been split between big brands like American Airlines and British Airways, to invariably smaller crews. The number of units seems to be ranging from the very small to thousands at a time.
Media and marketing
Tablets are already having a massive impact on the world of publishers. That includes both publishing for content and on-screen advertisements. For content, publishers have found a new revenue stream in the form of an iPad or Android app, which also represent another way in which to expand their coverage to the masses. What makes the news even better is that the editorial process for journalists hasn't changed much. Tablets are not just a great way for journalists to keep on top of stories using productivity-enhancing apps like Evernote or Dropbox. They are also a great way to expand coverage and reputation worldwide. Beyond the written word, tablets are also giving digital agencies the opportunity to create rich, multimedia HTML5 advertisements. While tablet-specific standards have been slow to emerge, the good news is that tablet owners appear to be more willing to interact with these ads.
Source: http://tabtimes.com/feature/deployment-strategy/2012/02/24/8-industries-and-professions-most-rapidly-impacted-tablets
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
Retail and sales
This much is obvious; sales members, those in the store or out in the field, benefit from having a mobile device they can use to complete transactions or check inventory. The tablet fits that bill perfectly, with the extra screen estate (compared to an iPhone, say) allowing retailers to promote their products in the best possible way. With firms such as Square and point-of-sale provider VeriFone backing T-commerce, and with the ever increasingheavyweights possibility of near-field-communication (NFC) chips coming to tablets for device-to-device payments, it's clear the newly-coined term of 'T-commerce' is here to stay.
Education
As a sector, education is widely believed to be slow on adopting new technologies, but in truth this is more often down to restricted budgets. With that in mind, it is worth noting just how many schools and universities have already taken to tablets, with most of these either funded directly by the school or in-part by parents.
Healthcare
When you consider that touch screens and first-generation Windows tablets have been in hospitals for decades, it's not surprising that healthcare is another very prominent area when it comes to large-scale tablet deployments. TabTimes has even heard of one pharmaceutical company deploying as many as 500,000 iPads in one shot.
Legal and political
Tablets are slowly seeping into the professional lives of both lawyers and politicians. TabTimes is seeing an increasing number of deployments (or rather, often through BYOD schemes) for lawyers to use tablets in the courtroom, while politicians are also feverishly getting in on the act.
Real estate
As an industry, its linked to retail and sales, but there's no doubting that tablets can help estate agents from everything from arranging and keeping track of house visits to liaising with home owners and tempting interested buyers with interactive floor plans.
Professional sports
Calling the NFL, NBA, and pro soccer "industries" feels like a bit of an overstatement, but professional sports teams around the world have discovered that iPads and other tablets are ideal devices for containing playbooks, reviewing game footage, and more.
Aviation: Pilots, cabin crew and passengers
From the cockpit, to cabin crew and even for in-flight entertainment, tablets can now be found thousands of feet up in the air, aboard both commercial and even military aircraft. Deployments have been split between big brands like American Airlines and British Airways, to invariably smaller crews. The number of units seems to be ranging from the very small to thousands at a time.
Media and marketing
Tablets are already having a massive impact on the world of publishers. That includes both publishing for content and on-screen advertisements. For content, publishers have found a new revenue stream in the form of an iPad or Android app, which also represent another way in which to expand their coverage to the masses. What makes the news even better is that the editorial process for journalists hasn't changed much. Tablets are not just a great way for journalists to keep on top of stories using productivity-enhancing apps like Evernote or Dropbox. They are also a great way to expand coverage and reputation worldwide. Beyond the written word, tablets are also giving digital agencies the opportunity to create rich, multimedia HTML5 advertisements. While tablet-specific standards have been slow to emerge, the good news is that tablet owners appear to be more willing to interact with these ads.
Source: http://tabtimes.com/feature/deployment-strategy/2012/02/24/8-industries-and-professions-most-rapidly-impacted-tablets
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
Twitter: @InfocomAnalysis
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