BlackBerry : Time To Pivot

Hot on its heels after the announcement of its new flagship BlackBerry Passport, BlackBerry also announced its fiscal Q2 2015 (June-Aug 2014) quarter performance results. The results continues to be challenging as the company tries to figures out how it can align its core competency which is software engineering, mobile and enterprise services and security along with strategy. If this resonates…

Android One Launch in India: Similar Devices But a Different Initiative!

This is our second post in series of posts on the Google's Android One program which we think will have significant implications on them mobile industry. Following is an additional perspective post-launch of Android One devices in India and what they mean for Indian consumers, mobile industry players and competition. India is one of the fastest growing smartphone market in the Asia Pacific…

Google Android One: Tighter Control & Mass-ive Scaling

The day has finally arrived as Google formally launches devices under its much talked about Android One program. India's Micromax, Karbonn and Spice Mobile are the marquee partners for the Android One program as they together launch the new Android One smartphones running latest version of stock Android with retail price range around US$100 What does Android One mean for the mobile industry?…

HERE : Moving Into Top Gear

It always fascinates me how quickly the technology industry is evolving as the power and momentum shifts away towards broader, deep-rooted horizontal platform companies. When you look at different platforms: mobility OS - Google has an undisputed reach, retail - Amazon is burgeoning with digital commerce, social - Facebook is painting a richer social graph for billions of users, communications -…

Tweet, Tweet, Buy, Retweet, Buy, Tweet !! Welcome to Twitter Commerce

The world is going mobile thus use-cases are going mobile thus social behavior is going mobile thus advertising is going mobile and so is commerce is going mobile. Most of the incumbent horizontal internet players with business models based on the premises of engagement with advertising and commerce at the core are going mobile faster than ever else won't be able to compete with then new crop of…

Market Monitor : Handset & Smartphone Markets – Q2 2014

Counterpoint Research team of Analysts have completed preliminary sizing of the global handset and smartphone market as few OEMs have already released their Q2 2014 (Apr-Jun) performances. Following are our preliminary market share and rankings according to our quarterly Market Monitor service. The key highlights of the quarterly performances so far include: Market: Handset shipments…

Facebook’s Mobile Magic Is Working But For How Long?

Facebook released its Q2 2014 results yesterday and the results were truly impressive. Facebook has been riding high lately after shifting focus on its mobile strategy with series of acquisitions growing mindshare as well as helped with burgeoning smartphone user growth. Following are some of the key highlights of Facebook's Q2 2014 performance and upcoming opportunities and challenges:…

Lumia 530 – Strengthens Microsoft’s Entry-Tier Strategy

Microsoft yesterday announced a solid Q2 2014 quarter and as a phone hardware manufacturer sold more than 5.8 million Lumia smartphones in period of 67 days in Q2 2014 after Nokia D&S acquisition. Rising on its yesterday's quarterly performance announcement, Microsoft Devices unit today announced its most affordable Windows Phone 8.1 based Lumia till date to be sold at a price of EUR 85…

AND THE WINNER IS?

Every four years Latam thrives on football feast. For Latam, this event is far more important than the Olympics or any other worldwide sport event. This year, it is even more important, as the Football World Cup 2014 is being hosted in the Americas continent. That has certainly increased the excitement of the fans dreaming to be able to travel and watch their national team competing in such an…

Amazon fire PHONE : All Smoke, No Fire?

Business Models. Ecosystems & Amazon We have talked  about how important is a robust sustainable business model to excel in this current mobile devices space, traditional way of competing on price and specs won't cut it. The battle has moved from hardware to software to services to ecosystem and then to ‘experiences’ to maintain stickiness. Ecosystem in this connected world means a platform…

Nokia HERE Acquires Medio : Could Become IBM Of The Mobile Data Analytics World

An eventful couple of months for Nokia's HERE business unit as it blossomed into a more independent unit after the parent Nokia's move to become more operationally stable by selling off its Devices & Services unit to Microsoft. A stronger balance sheet now has allowed Nokia to make key strategic acquisitions to take HERE business to the next level. As a result, Nokia HERE acquired Desti last…

WWDC 2014: Apple Aims For Premium Cloud Services & Experiences

Apple hosted its 25th annual Worldwide Developer Conference unveiling the forward looking developments of the Apple's proprietary platforms OS X and iOS for its computing devices from Macs to iPads and iPhones respectively. This years update to platforms were OS X Yosemite for the Macs and iOS 8 for touch devices. The key takeaways of the announcements were: Apple announced number of new…

Apple Should Buy Broadcom’s Cellular Baseband Business

Broadcom this week announced its intentions to explore options to either sell-off or shutdown its cellular baseband business. The key reasons being a highly competitive low- to mid-tier devices space in which Broadcom was competing resulting in higher price erosion and tending towards cost-erosion. Secondly, LTE design wins have been polarized across two big markets right now maturing US LTE…

Market Pulse : Growth of The Chinese brands in Latin America

During 2013, Chinese brands all together captured approximately 25% of the LA (LATAM or Latin America) mobile device market, an increase of just 1% since 2011 (Figure 1). The performance varied broadly among each of the countries, categories and brands. But since rapid growth after 2007, Chinese brands have stabilized at current market share levels. The question is whether they can inject a…

Apple’s Beats Will Sound Much Better

At this point, Apple reportedly acquiring 'Beats' for $3+ Billion will have noteworthy implications on the mobile & internet industry. This deal could definitely open up tremendous opportunities for Apple if leveraged well. But arguably it also raises lot of questions for the ecosystems & value creation leader Apple if this is the perfect fit which will help in significant value creation.…

Ecosystem Wars: Content is King, Video is Emperor & Installed Base is Kingdom

Content is King & Video is The Emperor I believe we all agree that even in this digital era, content is king*. However, video is the emperor which is and will be ruling all forms of media content. Almost more than two-thirds of the mobile traffic in next five years on networks is going to be just video.** Connected & Mobile devices are the key content consumption devices and…

Office for iPad: Advantage Apple… And Microsoft!!

Microsoft's new CEO Satya Nadella yesterday took wraps off an Office suite (client) for iPad broadening its horizontal cloud, software and services strategy. Let's look at some metrics for Microsoft's Windows, Office & Cloud properties: What Office on iPad means for Microsoft? Looking at the above metrics for the Windows & Office properties the opportunity for Office to scale is…

Facebook: Whatsapp Acquisition & Why it Should Also Acquire Spotify

Facebook as a social network has grown by leaps and bounds over the last five years. However, only being a public social network is not going to cut it and attract advertisers as there is a constant fight for the % share of someone's time in a day which these internet companies with freemium business model are after, eyeballs and engagement. The trends are shifting and shifting very fast and we…