13 Ways To Get To $10 Million In Revenues (Part I).
The different business models can be read at:
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
www.infocomintelligence.com
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.
Sunday, October 10, 2010
Consumer internet business models
AOL just acquired the tech news blog Techcrunch for US $25M. There was a recent interesting article concerning Consumer internet business models on this blog:
Tuesday, May 11, 2010
Intelligent use of mobile technology can help you find balance
There was an interesting article in the Financial Post yesterday, about the balance between work and personal life with mobile technologies. I can tell you the story of a ex-boss who was sleeping with his Blackberry; or a Chief Strategist at BCE who answered my email 30 minutes later, at 8 PM. Several people face the pressure of always been available and always keep their cellphone "on".
Monday, April 12, 2010
Most popular mobile destinations in the US
ComScore, January 2010
Brand
Target Audience
- Total Audience: 13+ yrs old
- 42
- Yahoo!
- 38
- 29.3
- MSN/Windows Live/Bing
- 20.6
- AOL Media Network
- 18.8
- The Weather Channel
- 14.4
- MySpace
- 14
- Operator portals
- 13.6
- ESPN
- 10.4
- CNN
- 10.2
Source: ComScore, January 2010
via: mobiThinking
Sunday, April 11, 2010
Mobile interactive use
What are the most common applications that mobile users want in the USA?
Receiving ringtones/wallpapers/screensavers: 40%; mobile alerts 25%; access content 20%; enter contest 8%; poll 7%; Coupons/special offers 5%; Purchase poducts/services: 9%; Play interactive games 9%.
Mobile Internet and Content Consumers are More Likely Male, Younger and Higher Income than Mobile Device Owners Who Do Not Access the Mobile Web.
The rich platform offered by the mobile Web is demonstrated by Going Mobile’report skey findings:
•Accessto the mobile Web is widespread and usage will continue to grow in 2007 and beyond.
•Advertising works on the mobile Web –both in terms of receptivity and action
•Brandsplay a significant role in driving mobile Web activity
•Peopledepend on the mobile Web for key content and are actively registering, personalizing and paying for contentMobile Internet is Not Replacing Time with the PC Internet –it Increases Overall Web Use.
Income is a Key Driver of Expected Increased Time with the Mobile Web. In the US, Weather and Sports are Most Accessed, Followed by News & Entertainment. In the US, Weather and News Have Significant “Mobile-Only”& “Both”Audiences; Sports & Entertainment Also Ranks High for “Both". Mobile Internet Users are Heavy Consumers of Content across Verticals –both via Mobile and PC Internet. US Users are More Likely to Personalize Content; Paying for Content Differs Between US and Europe. US Mobile Web Users Personalize Sports Content the Most, Followed by Weather and Stocks; Most Purchased Content is Tech, Product Info and Lifestyles. US Users Exceed Europeans in Accessing Top Mobile Content Categories, Except Stock Quotes.
Louis Rhéaume
Infocom Intelligence
louis@infocomintelligence.com
When mobile data revenue will take over fixed voice revenue
Mobile data revenue should exceed fixed line revenue around 2011. according to Pyramid Research.Mobile data will be worth US$94 billion in 2014, from US$36 billion in 2008.
In 2009 there will be around 4.3 billion mobile subscribers worldwide, growing to 5.8 billion in 2013.
Growth will be fueled by Asia-Pacific particularly, which by 2013 will account for 43.9 percent of subscribers, followed by Europe (25.0 percent), Africa and Middle East (12.2 percent), Latin America (11.2 percent) and North America (7.6 percent).
Over the next five years and beyond, Asia will account for half the world’s mobile subscribers and half the handset sales.
Growth will be fueled by Asia-Pacific particularly, which by 2013 will account for 43.9 percent of subscribers, followed by Europe (25.0 percent), Africa and Middle East (12.2 percent), Latin America (11.2 percent) and North America (7.6 percent).
Over the next five years and beyond, Asia will account for half the world’s mobile subscribers and half the handset sales.
This mean that soon there will ve more users in the world that access the Internet by wireless than on fixed lines. By 2014, global mobile Internet users will have sent and received 1.6 Exabytes of mobile data each month: that’s more than the 1.3 Exabytes transferred during the whole of 2008, according to ABI Research. The bulk of that will be down to mobile-enabled laptops rather than smartphones. Mobile Web access will account for 74 percent, with 26 percent down to audio and video streaming.
Sharp increase in spending on mobile Internet advertising is predicted by Juniper Research:
-Advertising expenditure on mobile Internet will overtake spending on SMS marketing in 2009;
-Global spending on mobile Internet advertising will be US$500 million in 2009; total value of marketing spend on mobile is US$1.4bn;
-Mobile ads revenue will be US$2bn by 2014; total value of marketing spend on mobile is US $6bn in 2014;
-Where fixed Internet access is limited, mobile is the dominant means of accessing the Internet: in India, mobile accounted for nearly 90 percent of all Internet users in 2008;
-Visitor numbers to popular mobile Internet sites makes strong case for advertising and sponsorship options;
-Brands can build up much more detailed profiles of user responses and plan follow up campaigns accordingly, compared to online.
-Advertising expenditure on mobile Internet will overtake spending on SMS marketing in 2009;
-Global spending on mobile Internet advertising will be US$500 million in 2009; total value of marketing spend on mobile is US$1.4bn;
-Mobile ads revenue will be US$2bn by 2014; total value of marketing spend on mobile is US $6bn in 2014;
-Where fixed Internet access is limited, mobile is the dominant means of accessing the Internet: in India, mobile accounted for nearly 90 percent of all Internet users in 2008;
-Visitor numbers to popular mobile Internet sites makes strong case for advertising and sponsorship options;
-Brands can build up much more detailed profiles of user responses and plan follow up campaigns accordingly, compared to online.
For more details on the future of mobile services buy our report on New mobiles services and technologies in Canada for $195. Contact louis@infocomintelligence.com
Some facts about Canada:
• Canada was one of the first countries to establish a nationwide 3G network. Currently, the 3G footprint covers more than 90 percent of the population. Continuing investment by carriers means Canada will also have a world-leading 3.5G network.
• 22 million cell-phone subscribers (over 66 percent of the Canadian population) at end of 2009, expected to reach 30 million within five years.
• 75 percent of all Canadian households have a mobile phone.
• 50 percent of phone connections in Canada are wireless.
• Canadians send 100 million text messages per day.
• 75 percent of all Canadian households have a mobile phone.
• 50 percent of phone connections in Canada are wireless.
• Canadians send 100 million text messages per day.
Essential facts and stats about mobile Web:
• 21 percent of mobile consumers (or 4 million Canadians) use their mobile phones to browse the Web (Nielsen Online, June 2009).
• 53 percent of mobile users have an Internet-ready device, (Sympatico.ca [Bell Canada] survey, September 2009).
• 21 percent of mobile consumers (or 4 million Canadians) use their mobile phones to browse the Web (Nielsen Online, June 2009).
• 53 percent of mobile users have an Internet-ready device, (Sympatico.ca [Bell Canada] survey, September 2009).
What is driving growth?
The growth of mobile Web in the Canada, in common with mobile markets around the globe, is driven by:
• The speed that operators rollout better data networks and consumer-friendly data plans.
• Consumer adoption of phones that make accessing the Internet easier and a more rewarding experience.
• Availability of more compelling content and services that meet consumer needs.
• Made-for-mobile Websites that are optimized to deliver a high-quality consumer experience.
• The popularity of downloading applications from app stores.
The driving force behind innovation and investment has been competition in the wireless industry and it is essential that investment continues. As wireless is a proven catalyst for stimulating economic growth, private and public organizations should be encouraged to step-up investment in the wireless infrastructure that underpins essential community services such as tele-learning in rural schools, linking local healthcare providers with remote life-saving applications or ensuring that all citizens have high-speed Internet access.
The growth of mobile Web in the Canada, in common with mobile markets around the globe, is driven by:
• The speed that operators rollout better data networks and consumer-friendly data plans.
• Consumer adoption of phones that make accessing the Internet easier and a more rewarding experience.
• Availability of more compelling content and services that meet consumer needs.
• Made-for-mobile Websites that are optimized to deliver a high-quality consumer experience.
• The popularity of downloading applications from app stores.
The driving force behind innovation and investment has been competition in the wireless industry and it is essential that investment continues. As wireless is a proven catalyst for stimulating economic growth, private and public organizations should be encouraged to step-up investment in the wireless infrastructure that underpins essential community services such as tele-learning in rural schools, linking local healthcare providers with remote life-saving applications or ensuring that all citizens have high-speed Internet access.
Which industries/sectors have shown the most interest in mobile Web/marketing in Canada?
The pioneers were the mobile-content providers – i.e. those offering ringtones, games and other paid-for services.
Consumer-facing brands in financial services, travel, entertainment, automotive, retail and food and beverage have also been quick to see the potential of mobile marketing.
According to Amielle Lake, CEO of mobile marketing company Tagga Media, there has been a lot of success stories among food and beverage brands such as Coors Light, Global Restaurants and Old Dutch Foods.
At Sympatico.ca Mobile, which lays claim to the largest mobile advertising network, Brad Cressman, head of sales and marketing explains: "Sympatico focuses on brand advertisers, rather than content advertisers (ring tones, downloads etc…) and has found that success with mobile advertising follows a similar pattern to online with top-tier brands in the top-spending categories. The auto market has been very active, particularly Acura, Lexus and GM for example. One of the greatest benefits of mobile is the ability to combine brand advertising with customer engagement – brands like Starbucks, McDonald’s and Axe (Unilever) have followed this strategy.
The pioneers were the mobile-content providers – i.e. those offering ringtones, games and other paid-for services.
Consumer-facing brands in financial services, travel, entertainment, automotive, retail and food and beverage have also been quick to see the potential of mobile marketing.
According to Amielle Lake, CEO of mobile marketing company Tagga Media, there has been a lot of success stories among food and beverage brands such as Coors Light, Global Restaurants and Old Dutch Foods.
At Sympatico.ca Mobile, which lays claim to the largest mobile advertising network, Brad Cressman, head of sales and marketing explains: "Sympatico focuses on brand advertisers, rather than content advertisers (ring tones, downloads etc…) and has found that success with mobile advertising follows a similar pattern to online with top-tier brands in the top-spending categories. The auto market has been very active, particularly Acura, Lexus and GM for example. One of the greatest benefits of mobile is the ability to combine brand advertising with customer engagement – brands like Starbucks, McDonald’s and Axe (Unilever) have followed this strategy.
Which brands are the most innovative and most active mobile marketers?
For Brady Murphy, managing partner of mobile agency Vortex Mobile(mobile site: vortexmobile.mobi, three companies stand out particularly as mobile innovators in Canada:
• Scotiabank (Canada's third largest bank) uses mobile Web, applications and SMS for both marketing and m-banking and is very bullish about gaining first-mover advantage.
• LoyaltyOne (the Canadian company behind Air Miles) – Murphy believes loyalty/rewards companies hold the key to unlocking mobile couponing and offers (among many other things).
• Dell Canada (mobile site: dellcanada.mobi), which uses SMS and mobile-friendly emails that link to an m-commerce site that is attracting an increasing number of transactions.
For Brady Murphy, managing partner of mobile agency Vortex Mobile(mobile site: vortexmobile.mobi, three companies stand out particularly as mobile innovators in Canada:
• Scotiabank (Canada's third largest bank) uses mobile Web, applications and SMS for both marketing and m-banking and is very bullish about gaining first-mover advantage.
• LoyaltyOne (the Canadian company behind Air Miles) – Murphy believes loyalty/rewards companies hold the key to unlocking mobile couponing and offers (among many other things).
• Dell Canada (mobile site: dellcanada.mobi), which uses SMS and mobile-friendly emails that link to an m-commerce site that is attracting an increasing number of transactions.
What sorts of campaigns are they running – mobile Web or SMS; cross media; national or local?
• In Canada, SMS is still remains the most prominent tool for interaction, but over the past year brands have been increasingly investing in mobile-friendly sites and apps.
• The trend in recent years has been towards integrating mobile into overall marketing strategy at much earlier stages in the planning process. Mobile is most effective when integrated into cross-media initiatives – such as adding a mobile call to action to a bill-board campaign.
• Brand campaigns are normally run at a national level, but mobile is also used local as part of regional radio, TV and print campaigns.
• In Canada, SMS is still remains the most prominent tool for interaction, but over the past year brands have been increasingly investing in mobile-friendly sites and apps.
• The trend in recent years has been towards integrating mobile into overall marketing strategy at much earlier stages in the planning process. Mobile is most effective when integrated into cross-media initiatives – such as adding a mobile call to action to a bill-board campaign.
• Brand campaigns are normally run at a national level, but mobile is also used local as part of regional radio, TV and print campaigns.
What are the most popular mobile sites and activities?
• The most popular mobile destinations in Canada in Q1 2009: Windows Live Mail (1.4 million unique visitors); Google Search; Facebook; The Weather Network and Yahoo! Mail. (Nielsen Online, June 2009).
• Top categories accessed via the mobile Web include: portals, e-mail, weather, news and current affairs and search (Nielsen Online, June 2009).
• Mobile sites of famous Canadian brands include
News: Canwest/Canada.com; Toronto Star; National Post; Ottawa Herald; Globe and Mail ; Quebecor Media; Metro;
Broadcast and entertainment: CBC; CTV; The Score; Slice;EmpireTheatres.mobi; Cineplex;
Travel: WestJet; Air Canada; Canadian Tourism Commission (CTC);lakelouise.mobi; whistler.mobi; banff.mobi;
Government: Government of Canada;
Banks: Royal Banking Corporation (RBC).
Olympics: The official Vancouver 2010 mobile site
(source: YesWap.mobi/WapReview.mobi).
• The most popular mobile destinations in Canada in Q1 2009: Windows Live Mail (1.4 million unique visitors); Google Search; Facebook; The Weather Network and Yahoo! Mail. (Nielsen Online, June 2009).
• Top categories accessed via the mobile Web include: portals, e-mail, weather, news and current affairs and search (Nielsen Online, June 2009).
• Mobile sites of famous Canadian brands include
News: Canwest/Canada.com; Toronto Star; National Post; Ottawa Herald; Globe and Mail ; Quebecor Media; Metro;
Broadcast and entertainment: CBC; CTV; The Score; Slice;EmpireTheatres.mobi; Cineplex;
Travel: WestJet; Air Canada; Canadian Tourism Commission (CTC);lakelouise.mobi; whistler.mobi; banff.mobi;
Government: Government of Canada;
Banks: Royal Banking Corporation (RBC).
Olympics: The official Vancouver 2010 mobile site
(source: YesWap.mobi/WapReview.mobi).
What are the key:
a) mobile/creative agencies
Mobile agencies have played a strong role in bringing mobile marketing to brands. Promotions companies like LPI and 6S marketing (mobile site:6SMarketing.mobi; and interactive companies like Carlson, BStreet,Proximity and Cossette have adopted mobile well and dedicated themselves to educating their brands on the best tactics to harness mobile.
“All the big Internet publishers and traditional creative agencies are dabbling in mobile, but as with every new medium, it’s the mobile-specific agencies that are going the deepest, like Vortex Mobile and Polar Mobile,” explains Andrew Osmak, senior vice president of Canadian Internet/mobile dating agency Lavalife.
b) Mobile advertising networks
Sympatico.ca Mobile claims to be the largest mobile advertising network in Canada, but many of the US-based networks also have a presence.
c) Network operators
The latest subscriber figures from CWTA for Canadian mobile operators are:
Rogers Wireless – 8.3 million subscribers (the mobile site: Rogers.mobi is only for subscribers); Bell Wireless – 6.7 million (Bell.mobi), TELUS Mobility – 6.4 million (Telus.mobi), SaskTel Mobility – 0.5 million, MTS Mobility – 0.5 million.
d) Associations
From an industry-association prospective, the most effective mobile marketing groups are Mobile Mondays Vancouver and Mobile Mondays Toronto),CWTA, Digital Media and Wireless Association of BC (DigiBC), and theMMA.
a) mobile/creative agencies
Mobile agencies have played a strong role in bringing mobile marketing to brands. Promotions companies like LPI and 6S marketing (mobile site:6SMarketing.mobi; and interactive companies like Carlson, BStreet,Proximity and Cossette have adopted mobile well and dedicated themselves to educating their brands on the best tactics to harness mobile.
“All the big Internet publishers and traditional creative agencies are dabbling in mobile, but as with every new medium, it’s the mobile-specific agencies that are going the deepest, like Vortex Mobile and Polar Mobile,” explains Andrew Osmak, senior vice president of Canadian Internet/mobile dating agency Lavalife.
b) Mobile advertising networks
Sympatico.ca Mobile claims to be the largest mobile advertising network in Canada, but many of the US-based networks also have a presence.
c) Network operators
The latest subscriber figures from CWTA for Canadian mobile operators are:
Rogers Wireless – 8.3 million subscribers (the mobile site: Rogers.mobi is only for subscribers); Bell Wireless – 6.7 million (Bell.mobi), TELUS Mobility – 6.4 million (Telus.mobi), SaskTel Mobility – 0.5 million, MTS Mobility – 0.5 million.
d) Associations
From an industry-association prospective, the most effective mobile marketing groups are Mobile Mondays Vancouver and Mobile Mondays Toronto),CWTA, Digital Media and Wireless Association of BC (DigiBC), and theMMA.
What makes mobile marketing different in Canada compared to abroad?
Mobile marketers report that there are three basic dynamics that differentiate Canada from its counterparts. These are:
• Cost – Canada remains one of the most expensive countries in the world for consumers to own cell-phones. There remains little price competition between the five carriers. The high prices mean consumers are reserved when it comes to engaging in any mobile marketing initiatives, just in case it may prove costly.
• Scale – While the majority of Canadians have mobile phones, the percentage that have interacted with mobile marketing campaigns is still quite small, which restricts the reach for mobile advertisers. But this is expected to change rapidly.
Mobile marketers report that there are three basic dynamics that differentiate Canada from its counterparts. These are:
• Cost – Canada remains one of the most expensive countries in the world for consumers to own cell-phones. There remains little price competition between the five carriers. The high prices mean consumers are reserved when it comes to engaging in any mobile marketing initiatives, just in case it may prove costly.
• Scale – While the majority of Canadians have mobile phones, the percentage that have interacted with mobile marketing campaigns is still quite small, which restricts the reach for mobile advertisers. But this is expected to change rapidly.
Louis Rhéaume
Infocom intelligence
louis@infocomintelligence.com
Wednesday, March 24, 2010
À quoi va servir un iPad?
Le lancement du iPad semble être plus populaire que celui du iPhone pour Apple. Il y a déjà plus de 120 000 acheteurs en pré-vente et selon un récent sondage aux USA, 13% des individus se disaient intéressés à l’acquérir contre 9% à l’époque pour le iPhone. Mais à quoi va servir ce iPad à mi-chemin entre un téléphone intelligent et un ordinateur portatif? Dans le modèle haut de gamme celui-ci sera Wifi et 3G.
Selon un sondage toujours aux USA, les fonctions les plus populaires du iPad seront surfer sur Internet (68%), regarder leurs courriels (44%), lire électroniquement un livre (37%) ou un magazine ou journal (28%), regarder des vidéos (24%). Tout comme le téléchargement illégal de musique a propulser la consommation de musique sur Internet, cela risque d’arriver au téléchargement illégal de vidéo comme des émissions de télévision sur iPad.
Apple profite déjà de 125 millions d’utilisateurs enregistrés pour son service iTunes.
Cela lui amène tout un argument de négociation pour vendre les émissions de tv des réseaux à des prix abordables.
En terme d’offre vous pouvez voir les secteurs ou il se fait présentement le plus d’applications pour le nouveau iPad dans le graphique ci-dessus. Les jeux dominent suivis des divertissement avec vidéos, du réseautage social et enfin le sport, voyage, style de vie.
Louis Rhéaume
Infocom Intelligence
louis75@sympatico.ca
Thursday, March 18, 2010
The future of venture capital
Venture Capitalist Mike Maples gave a talk last month at the Future of funding event in Silicon Valley. He made an intrestesting point in the fact that it is not always the biggest VC fund raising startup that become successful. Microsoft raised only $1M in VC funds before they became public. EBay more recently raised only $5M in VC funds. However, both firms worth now several billions and the VC firms made huge homeruns exit strategies.
Mr. Maples pinpointed on the importance of identifying what he calls "Thunder lizards", potential disruptive market leader. A perfect situation, is when there is no real competition out there getting funded. He calls this being “non consensus right.” That’s the sweet spot for him. The key is to attack a huge potential market, with an emphasis on “potential.” You want to be right, and you want to be one of the only people to see it ahead of time.
It appears that 9% of the funds of VC firms creates 91% of their overall profits. The same is true with Research & Development. Generally, 10% of patents in a firm creates 90% of the value of the firms.
You can see his whole presentation in the comment before this one.
Louis Rhéaume
Infocom Intelligence
louis75@sympatico.ca
Sunday, March 14, 2010
Nouveau répertoire / New index
Nous sommes maintenant répertorié sur
http://grokodile.com/
-----------------------------------------------------------------------------------
We are now indexed on
http://grokodile.com/
La rentabilité de la dépendance technologique
Gartner prévoit qu'il se vendra d'ici 2ans plus de téléphones intelligents que de PC à travers le monde. Ceci veut dire qu'il y aura plus de nouveaux utilisateurs d'internet mobile que fixe dans le monde. Les nouvelles technologies créent souvent chez plusieurs personnes une sorte de dépendance. On n'a qu'à penser aux années de gloire de la radio dans les années 40 et 50, du téléphone fixe depuis des décennies, de la télévision dans les années 60 et 70. Une nouvelle technologie créent un engouement dans la société qui vient à son tour créer une certaine dépendance chez certaines personnes.
Avant l'arrivée d'Internet les gens regardaient environ une vingtaine d'heures de télévision par semaine au Canada. Cela a diminué quelque peu malgré l'arrivée de centaines de nouveaux canaux sur le câble et le satellite. Les gens de moins de 40 ans ont tendance à consommer maintenant beaucoup d'Internet fixe et aussi mobile. Beaucoup de gens sont accros au Blackberry ou au iPhone. Les nouveaux opérateurs de sans fil au Canada pourront miser sur cet effet pour offrir des plans plus avantageux de données pour le service internet mobile. Les opérateurs canadiens actuels ne l'ont pas vraiment compris: il faut partager les revenus avec les fournisseurs d'applications et offrir l'internet mobile à des tarifs avantageux pour créer une dépendance très rentable. Au Japon, NTT DoCoMo l'a compris depuis presque 10 ans déjà.
Avec des forfaits plus avantageux voix et données, les gens sont de plus en plus dépendants de leur cellulaire et de façon plus intense avec leur cellulaire intelligent, ou nouvel appareil mobile comme le iPad. Ceux-ci deviennent un prolongement de leur esprit et contient plein de renseignements de leur vie sociale. Ajoutons à cela de nouvelles applications web comme facebook, blogue ou Twitter et les gens vont sentir un besoin quotidien d'utiliser l'internet mobile.
Le succès de l'iPhone de Apple réside entre autre sur le fait que la compagnie partage 70% des revenus d'une application avec son fournisseur. Chez NTT DocoMo c'est environ 90%.
La création de la valeur dans l'ère post-crash techno de 2000-2001, réside beaucoup dans la capacité du fournisseur de produits ou services technologiques de créer une grande ou petite dépendance chez l'utilisateur. On n'a qu'à penser à Google, Apple, Facebook et RIM.
“Mobile Web adoption is growing eight times faster than the first wave of PC Internet adoption” affirme le président de Google Eric Schmidt.
Louis Rhéaume
Infocom Intelligence
louis75@sympatico.ca
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