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Thursday, August 4, 2011

Steve Ballmer and Rupert Murdoch - both troubled by their one-percent businesses

Mark Bridge writes:

Last month, News Corporation’s Rupert Murdoch said the News of the World had accounted for just 1% of his global business. It’s a figure that put the overall size of News Corp into perspective.

This week, some analysis of Microsoft’s financial results seems to suggest Windows Phone is only generating a similarly small percentage for its parent.

Form 10-K filed with the US Securities and Exchange Commission says the Entertainment and Devices Division at Microsoft generated $8.716 billion in the most recent financial year (ending 30th June 2011). However, it also says the Xbox 360 gaming platform was responsible for over $8 billion of that.

Simple number-crunching from the Seattle Post-Intelligencer shows that just $613 million is left for revenue from Windows Phone, Zune, Mediaroom and Surface.

With total Microsoft revenue totalling £69.9 billion, it means Windows Phone is responsible for less than 1% of that.

Of course, Windows Phone devices didn’t start selling until the tail end of 2010 - and the potential boost of Nokia/Windows smartphone sales is yet to arrive - but it’s still a figure that Steve Ballmer would probably prefer not to be under discussion.


Talking of those Windows Phone devices from Nokia, a Nokia/Microsoft gaming party in Germany on 17th August is fuelling rumours that the official appearance of a Nokia WP7 smartphone - perhaps the much-leaked ‘Sea Ray’ prototype - could be just a couple of weeks away. I’m not convinced; we’ve been promised them by the end of 2011, so I’d say an October preview seems much more likely.

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Opinion Articles

Is Android losing its impact for Google?

Mark Bridge writes:

Recent figures released by ABI Research have prompted the market intelligence company to ask whether Google is losing control of the Android ecosystem.

At first glance, Android dominated smartphone shipments for the final quarter of 2013. ABI Research says 77% of the 287 million smartphones shipped in Q4 2013 were running Android.

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It’s time to prepare for the upcoming surge in signaling traffic

Robin Kent writes:

After initially suffering from slow pick up by consumers, 4G has begun to accelerate, and is now well on the way to the forecasted one billion subscribers by 2017. In fact EE, owner of T-Mobile and Orange, recently announced the addition of 493,000 new 4G customers to its existing base of 1.2 million.

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Mobile phone coverage: is this as good as it gets?

Mark Bridge writes:

A new report has highlighted the issue of poor mobile phone coverage in rural Sussex villages. BBC Sussex invited me onto their ‘Sussex Breakfast’ radio show to explain what could be done - and, as usual, I made enough notes for a lecture rather than a three-minute interview.

Here’s what I would have liked to have said if I’d been given a disproportionate amount of time to talk.

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Last week at The Fonecast: 27th January 2014

Expecting the unexpected

Mark Bridge writes:

Great news for mobile phone users. Ofcom’s new rules preventing unexpected mid-contract price rises came into force last week, which means UK consumers can no longer be surprised by their subscription charge increasing while they’re still locked into a minimum-term deal.

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Ofcom changes the rules for mobile phone contracts... and so does O2

Mark Bridge writes:

This week, new Ofcom rules came into force. They’re designed to avoid unexpected price rises during the minimum term of a mobile phone contract. Yes, just because you signed a fixed-term contract doesn’t mean the charges can’t increase. Networks said they needed this option in case of inflation or regulatory changes. Customers felt trapped.

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Recent Podcasts

Reviewing our 2015 mobile industry predictions... and looking forward to 2016

Podcast - 15th January 2016

Iain Graham, James Rosewell and Mark Bridge return to review their mobile industry predictions from last year. Which mergers, partnerships and developments did they forecast correctly... and which didn’t work out as planned?

Later in the programme, the team anticipates some of the topics that will be hitting the headlines during 2016.

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Podcast from Mobile World Congress 2015

Podcast - 6th March 2015

Mark Bridge learns about the mobile technology trends at Mobile World Congress 2015 by chatting to James Rosewell of 51Degrees, Dr Kevin Curran from the IEEE and Chris Millington of Doro.

They talk about wearable devices, wireless charging, mobile operating systems and much more... including some of their favourite products from the exhibition.

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Looking back at February: from security scares to multiple MVNOs

Podcast - 27th February 2015

We're taking a look back at the biggest mobile industry news stories from February 2015, including allegations that the UK's security service tried to breach SIM card security by hacking into one of the world's biggest SIM producers.

We also talk about the planned BT and EE merger, the creation of two new UK virtual networks, some acquisitions in the mobile payment arena and a new Ubuntu smartphone.

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Interview with Chris Millington of Doro about mobile retailing, wearables and technology for older consumers

Podcast - 24th February 2015

In today's programme Mark Bridge talks to Chris Millington, who's Managing Director for Doro UK and Ireland.

They discuss the state of mobile retailing in the UK, the future of wearable devices and - as you might expect - smartphones for seniors.

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A month of mobile: O2 counts on 3, Microsoft counts to 10 and Apple counts its profits

Podcast - 30th January 2015

We're back with a month of mobile industry news, including takeover talks and takeover rumours. O2 and Three are said to be discussing a merger... but is there any truth in the suggestions that BlackBerry could be up for grabs?

We also discuss Apple's record-breaking quarterly figures, the highlights of CES and the launch of Microsoft Windows 10, as well as saying farewell to the current version of Google Glass.

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