Analyst Report: 2012: Data, spectrum and the race to LTE

Analysis

The past year in mobile has been even more eventful than most of us would have predicted. Our appetite for mobile data grew dramatically; Google’s Android continued its march to worldwide dominance; Amazon joined the tablet bandwagon; and AT&T tried and failed to acquire T-Mobile USA, among many other things. All of that activity lays the groundwork for a very promising — and very challenging — 2012. This research note serves both as a review of the major trends and events of 2011 as well as a forecast for the coming year.

Companies mentioned in this report include Akamai, Amazon, America Movil, Apple, AT&T, Cotendo, Deutsche Telekom, Dish Network, Glympse, Google, Groupon, iAd, Ignition Partners, Menlo Ventures, Microsoft, Millennial Media, Nokia, PatientSafe Solutions, Quattro Wireless, Republic Wireless, Research In Motion, Samsung, Sprint, Square, Starbucks, T-Mobile USA, TPG Capital and Verizon Wireless.

Table of Contents

  1. Summary
  2. Introduction
  3. A look back
  4. Trends to watch
  5. Companies to watch
  6. Concluding remarks
  7. About Colin Gibbs
  8. About GigaOM Pro

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