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
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.
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