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Friday, January 21, 2011

This week at The Fonecast: 22nd January 2011

Mark Bridge writes:

This week’s big news isn’t entirely mobile-related – but it is entirely worth mentioning. First we had Amazon snapping up the part of LOVEFiLM they didn’t already own. (Allow me to start the speculation about a video-streaming Kindle). And then Google CEO Eric Schmidt said he was leaving. Okay, he’s not going far – he’ll be Executive Chairman from April – and it’s co-founder Larry Page who’s taking over, which means there won’t be any new faces in the boardroom.

Now to quarterly results. Either they bore you something dreadful or they reveal a company’s inner working with X-ray insight. Whatever your viewpoint, this week’s results seemed pretty easy to interpret.

Apple – with CEO Steve Jobs taking medical leave – reported record figures that saw quarterly profit exceeding $6 billion. Over 16 million iPhones and 7 million iPads were sold in the three months leading up to Christmas.

Sony Ericsson talked proudly about four consecutive quarters of profitability during 2010 (“Hey, we’ve gone a whole year without losing money”) although device sales and market share weren’t so good.

HTC sold twice as many phones in 2010 as it did in 2009.

And the Carphone Warehouse – which, with its Best Buy UK and US partnership, can be a confusing entity to interpret – seemed pretty pleased with itself overall.

While we’re talking figures, it’s worth mentioning a report from market research company ForeSee Results that shows consumers in the UK are using mobile phones more than ever as part of shopping. They may not all be buying online, but almost a third of respondents had used their mobile phone to access a retailer's website – and another 32% planned to do this in the future.

Taking a different perspective on retail is Marks & Spencer. M&S has signed up to the O2 More location-based marketing service for six months, offering free smoothies by SMS to passing shoppers who are looking to buy lunch.

If you’ve already bought lunch and only have small change left in your pocket, Orange UK will welcome you into one of its high-street shops. You can now add as little as a 10p top-up to Orange ‘pay as you go’ phones. When I was a cub scout, I was told to always carry 10p in case I needed to use a public payphone!

Bidding farewell to the UK this week is Nokia Comes With Music. The confusing-to-explain-to-customers music download service isn’t being sold any more in 27 countries including the UK, although it’s still running in a few places. Bidding farewell to Brightstar Europe is Tanny Price, who’s heading for business-to-business division of Daventry-based distribution company Shebang. And swapping Tesco Telecoms for Domino’s Pizza is former Vodafone marketing man Lance Batchelor.

Finally, there’s been plenty of debate about mobile networks trying to redefine words such as ‘unlimited’, ‘fair usage’ and ‘free’. Three UK tried to go a step further by defining ‘competitor’ to exclude giffgaff when it published a price comparison leaflet. The Advertising Standards Authority wasn’t impressed and told them not to do it again. The moral of the story?  As I’ve said previously, you don’t want to mess with a giffgaff customer.

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Opinion Articles

Podcast transcript: O2 counts on 3, Microsoft counts to 10 and Apple counts its profits

Here’s an edited transcript of our new monthly podcast, broadcast on 30th January 2015.

[Iain Graham]: Hello, it's Friday 30th January 2015. Welcome to this month's edition of The Fonecast. That’s right, you heard correctly: we’ve temporarily moved to a monthly format. If you’d like to join 51Degrees in sponsoring the podcast and returning us to weekly programmes, please get in touch via our website. Now, on with the show.

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The secret of Apple's success

Mark Bridge writes:

What’s the secret of Apple’s success? That’s the question I was asked earlier this week by LBC radio during a report on Apple’s impressive iPhone sales and its record quarterly results.

So here are six reasons I think Apple is doing so well at the moment.

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BlackBerry Classic isn't a blast from the past... it's a signpost to the Dark Ages

Mark Bridge writes:

If you listen to this week’s edition of The Fonecast - in which we predict what’ll be happening in the mobile telecoms industry during 2015 - you’ll hear James Rosewell say that BlackBerry’s handset business is doomed. Well, actually that’s not quite true.

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Predictions for Connected Homes in 2015

Predictions for Connected Homes in 2015

Jon Carter of Deutsche Telekom has provided us with his ‘Connected Home’ predictions for 2015:

Connected home products and services rely on different communication standards, be it ZigBee, HomeMatic or Z-Wave. Only platforms which both handle established standards and are able to learn new protocols will hold their ground in the market in 2015. Customers don’t want to be limited in their product choices or care about compatibility issues. Integrating any device into a connected home setup needs to be smooth and simple.

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Predictions for 2015: operators face churn, the SIM loses its grip, and cloud and VoLTE finally arrive

Mark Windle of OpenCloud writes:

In 2014, operators focussed on rolling out LTE, but some have lost sight of the bigger picture. 2015 will see traditional telecoms services delivered over multiple access technologies, of which LTE is just a part. As next year fast approaches, our predictions take a step back and look at how the industry will adapt to the changing landscape.

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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.

Author: The Fonecast
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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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