We’ve heard it before: So-and-so year will be the year of the mobile payments. A group of mobile industry experts, however, believes 2013 will be the real deal. Google and the carriers had their chance. Now it’s the banks’ turn. Read more »
According to a new report from Chetan Sharma Consulting, the US has reached 50 percent smartphone penetration. The big operators may be leading the charge toward more sophisticated OS-driven devices, but smaller operators and the growing prepaid market is making a contribution as well. Read more »
Mobile operator profits have more than doubled in the last 10 years. But operators can’t rest on their laurels. As voice, texting, and data revenues fall over time, operators must step up to take up the role of becoming an over the top provider. Read more »
Philipp Humm is out at T-Mobile, and we don’t know why. Whatever the reason, the move is sudden, and T-Mobile finds itself looking for a new chief executive. We have some unsolicited advice for whomever that replacement will be: Don’t mess with Humm’s work. Read more »
The humble text message turned 20 years old this weekend, and other than an excuse for cake, the birthday is a great chance to look at how carriers innovate and why they are getting crushed by over the top services now that times have changed. Read more »
What does a mobile network hosting 41.2 million smartphones look like? It’s a network where growth in data traffic far exceeds data revenue growth. AT&T is selling a lot of smartphones, but even millions of new iPhones don’t fully account for its huge spikes in traffic. Read more »
UBS believes the new iPad will be the catalyst that drives consumers to connect their tablets to mobile broadband networks. UBS predicted there would be a near 50/50 split between Wi-Fi-only and 4G iPads sold, driven by the demand for fast LTE connectivity in the U.S. Read more »
The vast majority of traffic on mobile operators’ networks is now pure data, but the lion’s share of operators’ revenue comes from voice. Meanwhile even the big data-subscription fees operators are collecting aren’t making up for the decline in voice revenues. Read more »
Approximately 90 percent of all tablets in the U.S. relied on Wi-Fi over 3G mobile broadband last year, according to industry analyst Chetan Sharma. The data suggests that carriers aren’t a needed distribution chain for slates for several reasons: long-term contracts and redundant data plans. Read more »
Sending a bit over a wireless network is 200 times more expensive than sending a bit over wireline, which explains some of the high costs and limits of wireless data plans. How can operators drive down these prices so wireless doesn’t lose its luster? Read more »
Mobile handsets have a bad habit of oversharing with the networks they operate on, with some handsets being chattier than others. This signaling data, as it’s known in the industry, makes managing networks even more challenging, and Traffix wants to help operators handle it. Read more »
Tablets and e-readers and connected electric meters … oh my! As device makers embed broadband into more gadgets, and consumer demand for ubiquitous broadband skyrockets, operators are realizing they aren’t in Kansas anymore and traditional financial metrics and ways of running their businesses won’t cut it. Read more »
Battles in the mobile ecosystem used to be fought for developers, but now that clear leaders have emerged with Apple’s iOS and Google’s Android operating system, with Windows Phone 7 showing promise for no. 3, the battle has switched to patents. So who has them? Read more »
Analyst Chetan Sharma, in a new white paper, said the impact of mobile, which has been on focused mostly on higher self needs, is now shifting to more basic issues like health care. It’s in these more utilitarian areas where opportunities exist. Read more »
Connected devices were the top source of revenue growth for mobile operators last year, but without new pricing plans, that growth could stall, according to data released today by Chetan Sharma. And so far AT&T is on a tear when it comes to M2M growth. Read more »
Machine-to-machine services are a promising opportunity for carriers. The segment promises to boost revenues with minimal network taxation by delivering lightweight data transmissions to everything from e-readers like the Kindle to railroad cars and home appliances. For software developers and hardware manufacturers, then, the question is ... Read more at GigaOM Pro »
Carriers’ data revenue hit $12.5 billion in the first quarter of 2010. However, they face two challenges: a saturated market and users who are boosting their consumption of data faster than carriers are boosting their data revenue. The Internet of things will help. Read more »
Mobile data consumption continues to surge, as Chetan Sharma notes in his latest update of the U.S. mobile industry, but data revenues aren’t keeping pace. That explains why AT&T and Verizon — which dominate mobile the mobile data market — are moving toward metered billing. Read more »
About a year after China issued 3G licenses to its three national carriers iSuppli predicts wireless data revenue in the country will rise to $19.3 billion in 2009, up from $16.3 billion in 2008. It’s a big opportunity for device makers, app companies and the carriers. Read more »
New devices, app stores and rising mobile broadband usage continue are changing the way consumers and businesses interact with the cellular infrastructure and even the Internet. This is causing power to shift from the carriers to other players — something carriers are unable to admit. Read more »
The floundering economy hasn’t kept consumers from spending on mobile data, according to the latest quarterly report on the wireless industry from Chetan Sharma, one of our GigaOM Pro analysts. U.S. data service revenues grew 27 percent year-over-year in the third quarter, Sharma reported, with Verizon […] Read more »
In what looked like a scene from a candy-colored Red Dawn, 100 Skydivers descended on San Francisco today as part of a T-Mobile promotion (they formed “T”s in mid-air). Normally we wouldn’t report on such a thing, but some of them were landing right outside our […] Read more »
I still don’t much about the Linux-based Plaszma operating system on the Zii EGG, but information abut the native browser landed today. A version of the popular Opera mobile browser will be fully integrated into the ZMS-05 processor powering the device. As I read it, the […] Read more »
In the U.S., which has a population of 304 million, there are about 270 million cell phone subscriptions. With a market this saturated, the conventional wisdom is that there’s not much room for growth, especially as the amount paid for voice declines. And this is why […] Read more »
The wireless industry is poised at a precipice between the potential for incredible growth and a recession that could deepen and set wireless data adoption back, according to analysis by Chetan Sharma of Chetan Sharma Consulting. He writes in his 2008 year-end and fourth-quarter analysis that […] Read more »
As people in the U.S continue to line up for mobile phone launches, the rest of the handset market is looking pretty grim. Optimistic news about the BlackBerry Storm is akin to Restylane in an aging actress — a plastic filler that hides signs of decay […] Read more »
The recession won’t cut too deeply into wireless data spending in the U.S., according to data sent over last night by Chetan Sharma of Chetan Sharma Contulting. Sharma concludes that the rise in consumer smart phones mean that data spending by consumers will offset cuts in plans caused by increased job loss and data subscriptions paid for by the employer. Read more »
Those of you that joined us at our recent Mobilize conference are likely to remember Chetan Sharma, president of the mobile-focused firm Chetan Sharma Consulting and occasional contributor to GigaOM, who moderated two of our panels. Next week will see the release of Chetan’s sixth book, […] Read more »