Our look at some of the big stories today in mobile: some of the bigger mobile takeaways from yesterday’s Google (NSDQ: GOOG) earnings; after RIM (NSDQ: RIMM), Nokia (NYSE: NOK) is the latest to feel mobile email heat in India; the proposed acquisition of T-Mobile USA by AT&T (NYSE: T) gets the FCC treatment; T-Mobile in Europe gets set to announce details of more collaboration with France Telecom (NYSE: FTE) — and releases a video playing on the Royal Wedding.
– Google: While the search giant continues to see growth in sales on the back of its search business, the mobile business continues to boom too. Some of the mobile numbers that came out of the earnings call:
350,000 Android activations per day. That shows the continuing and fast growth of Android — it’s a big increase on the 300,000 activation figure tweeted by Google’s Android head Andy Rubin back in December; up by 50,000 per day in just four months.
More than 3 billion Android apps have been installed. A nice, round number — but not at all indicative of how much those apps are getting used on a repeat basis. And given that a majority of Android apps downloaded are free and rely on advertising to make revenue, that still leaves question marks on how much money content publishers are making out of these on the platform.
Mobile operations now a “billion” dollar business. That’s mainly from mobile advertising rather than its own-branded devices or new services like in-app billing. Ad requests from Android and iOS devices have grown by 50 percent in the last four months, while search on mobile devices has grown by 500 percent. Google didn’t break down the kinds of advertising that are selling strongly but in the past the bread and butter has been search-based ads, while in-app ads are still small, but growing, part of the pie.
One area to look out for in the next earnings report will be in-app billing. Google only introduced its In-App Billing service the other week, and it will be interesting to see how many developers and publishers take Google up on their 30/70 offer.
– Nokia: The Finnish handset vendor is the latest to feel the heat in India over push-based email services. According to an article in the Times of India, the Department of Telecommunications has asked mobile operators in the country to prevent use of the “pushmail” service until they can implement a system for monitoring the content of those emails. The Nokia system allows phone users to integrate different email services such as those of Gmail, Yahoo (NSDQ: YHOO), and Indian email provider Rediff (NSDQ: REDF) onto their devices.
The news comes after weeks of tension between RIM and the Indian government over requests to be able to monitor emails delivered over RIM’s BlackBerry service.
– AT&T/T-Mobile: The Federal Communications Commission has issued a formal public notice to initiate its review of the proposed acquisition of T-Mobile USA by AT&T. Among the criteria that the FCC will explore are whether the deal is in the “public interest,” and whether it violates in any way the U.S. Communications Act or FCC rules.
Separately, New York’s attorney general’s office will be carrying out its own review of the acquisition; and Sprint has (predictably) voiced its opposition.
– Meanwhile in the UK, T-Mobile and France Telecom have announced a press conference for next Monday. The two announced in February that they would be looking to collaborate further together, after what they determined was a successful integration of the T-Mobile and Orange networks in the UK as Everything Everywhere.
And for a little Friday diversion… T-Mobile UK today released a pretty amusing video to promote its brand in the lead-up to the Royal Wedding: