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 »
Tech
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 »
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… 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… 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… 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… Read More »
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