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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

RIM boss ignores the questions when asked about BlackBerry difficulties and competitors

What went wrong? What did you learn from the iPhone?

Mark Bridge writes:

Live TV and radio interviews. They can be worrying things, even when you’re not expecting to be challenged too much. I know this from experience. So when your company is launching a much-delayed operating system, you’d expect a few difficult questions… and you’d be ready with a response.

The official response of RIM is apparently to ignore the questions.

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Mobile phones transform lives in Africa

Jennifer Lazuta of voanews.com writes:

Rene Mendy, a street vendor in Dakar, has never had enough money to open a bank account. But now, thanks to an emerging mobile phone banking service, he has access to many financial services.

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Last week at The Fonecast: 28th January 2013

Figuring out the figures

Mark Bridge writes:

I didn’t study economics at college, which is probably one of the reasons I have a very simple perspective on quarterly results. As far as I’m concerned, they fall into one of three categories: much as expected, better than expected or worse than expected. Anyway, it’s the time of year when some of the biggest names in the mobile telecoms industry publish their financial results – so here we go.

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Bringing personalised radio to your smartphone

We interview Shankar Meembat about the UTuneMe radio app

Mark Bridge writes:

Targeted advertising on mobile devices is something we’re all getting increasingly familiar with. Visit a web site and there’s a good chance you’ll see an advertisement that’s aimed directly at you, perhaps using information about the sites you’ve previously visited, the type of smartphone you’re using or even your location.

Yet listen to the radio or stream music on your smartphone and that same level of personalisation hasn’t been aavailable. That’s all changing now, with help from a new service called UTuneMe.

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Why Huawei should get out of the mobile handset market

Why Huawei should get out of the mobile handset market

or why Huawei need to spend their £1.6 billion profit on marketing

James Rosewell writes:

Huawei is a company one can’t miss at Mobile World Congress. They bring their own building!  Plus last year a wonderful “Pegasus” flying horse sculpture made using Ascend handsets was proudly displayed next to the main fountain to hail the launch of the Ascend series of handsets.

Huawei has been busy following MWC12. They now run major parts of Everything Everywhere, Three and O2’s network in the UK. On a less positive note they’re not welcome in the US.

But how has the devices side of the business performed?

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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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