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Monday, July 23, 2012

Last week at The Fonecast: 23rd July 2012

Google employee no.20 becomes the new number 1 at Yahoo!

Mark Bridge writes:

Internet veteran Yahoo! provided last week’s biggest news, at least in terms of press coverage. It appointed Marissa Mayer as its President and Chief Executive Officer, having enticed her away from Google after 13 years.

Also generating plenty of headlines was an Ofcom report that showed UK mobile users were now texting more than they talked. Apparently the average Briton sends 50 text messages per week.

And O2 mopped up the aftermath of its network problems by explaining how it planned to compensate customers who’d suffered connectivity issues last week.

Quarterly results have been hitting the headlines again – and there have been a few minor surprises so far. Vodafone’s had something of a mixed quarter, with market conditions in Europe (and European exchange rates) being blamed for much of the turmoil.

Microsoft reported its first-ever quarterly loss after writing off most of the money it spent on advertising business aQuantive five years ago. However, that didn’t stop it from generating record fourth quarter and annual revenue. In addition, it revealed details of the new Microsoft Office and said Windows 8 will start selling on 26th October.

Google announced its first quarterly results since acquiring Motorola Mobility. Total revenue and net income were both up from 2011, although Motorola reported an operating loss. Also having a good time was eBay. It revealed a particularly good quarter and, along with its PayPal business, expects mobile transactions to double this year.

Nokia’s quarterly results, with mobile device shipments down 5% year-on-year, appeared to generate a response of “could’ve been worse” from most analysts. And Qualcomm admitted that sales were slower than expected although they’re expected to pick up towards Christmas.

Quarterly figures from Apple are due tomorrow, while Facebook’s first-ever quarterly earnings report is expected on Thursday.

Finally for this week’s newsletter, we bid goodbye (sort of) to the Wholesale Applications Community. WAC’s programmes are being integrated into the GSMA, while a business called Apigee is picking up the technology assets of WAC. Despite all parties offering upbeat statements, I can’t help feeling it’s not the end that WAC would have really wanted.

Start your week with a reminder of the latest mobile headlines. Simply register at TheFonecast.com by clicking the link at the top right-hand corner of our home page and we’ll send you this weekly news summary by email.

The Fonecast is sponsored by 51Degrees.mobi. More details about advertising and sponsorship opportunities are available on the About Us section of our website.
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Opinion Articles

Hanging on the Telephone

Are we waiting for mobile marketing to make a move?

Mark Bridge writes:

At the beginning of the 21st century I moved from Vodafone to work for its Vizzavi multimedia portal, wooed by talk of context-specific advertising that would one day use a customer’s location and search history to ensure any ads were precisely targeted. And I’m not the only person who’s been seduced. Consumers, ad agencies, client companies and mobile networks have all been promised much by mobile marketing.

Yet more than a decade later that kind of sophistication seems to be lacking from most mobile marketing messages.

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Last week at The Fonecast: 29th April 2013

Money, messaging, microphones and M2M

Mark Bridge writes:

This week there was only one set of financial results that attracted the mainstream tech media. Apple reported the first drop in quarterly profit for several years as figures fell by 18% to around £6.1 billion. On the positive side, it made around £6.1 billion profit. It also announced dates for its developer conference in June and promised a new version of iOS.

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Fixed line nightmares vs simple mobile

...and why Mobile Termination Rates need to fall

James Rosewell writes:

Due to growth in staff numbers my business (51Degrees.mobi) is in the process of moving offices. Coincidentally I'm also moving our home broadband. It’s not been a pleasant experience.

This got me thinking, because a few weeks ago on thefonecast.com we discussed why Ofcom isn’t treating Mobile Termination Rates (MTR) in the same way as fixed-line termination rates. The mobile industry justifies higher MTRs on the assumption that a mobile network costs more to run than a fixed-line network. It was certainly true when the fixed costs of running a mobile network had to be shared across a relatively small number of customers, even if they did pay a fortune for their contracts and terminals. Intuitively I'd say that’s just not true anymore.

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Last week at The Fonecast: 22nd April 2013

Spring in the air

Mark Bridge writes:

The past few days have seen the arrival of two familiar seasons. Not only has the sun peeked its head from behind the clouds in an approximation of Spring but the mobile industry has been releasing its quarterly results.

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Last week at The Fonecast: 15th April 2013

Going up...

Mark Bridge writes:

It’s claimed there’s recently been some dodgy equine activity in the mobile industry. No, I’m not talking about the dancing pony that promoted Three UK. I’m not even making lasagne jokes. I’m talking about the ‘Trojan horse’ threatening to monopolise the mobile marketplace.

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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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