The fall of previously success story

DoCoMo Shares Fall to Lowest Since 1998 on Forecast: Tokyo Mover- Bloomberg

NTT DoCoMo Inc. , Japan’s largest mobile-phone company, fell to the lowest level in 14 years in Tokyo trading.

DoCoMo’s rivals have turned to acquisitions as part of their strategy to drive growth as they foresee the domestic market slowing down. Softbank, the third-largest wireless services provider, announced a $20 billion investment in U.S.’s Sprint Nextel Corp. on Oct. 15. KDDI and Sumitomo Corp. offered as much as 216 billion yen on Oct. 24 to buy out Jupiter Telecommunications Co., Japan
’s biggest cable-TV operator.

Softbank akuisisi Sprint

Softbank breaks records with $20.1bn deal for 70% of Sprint

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eBay's beyond strategy

From Financial Times EBay moves beyond its dotcom roots

Donahoe: "It’s so easy in Silicon Valley for success to be defined as being hot.  We wanted to build a company that wasn’t just hot for three to five years, but one that was great, and lasted 30, 40, 50 years,

The company’s stock has climbed steadily in the past three years of his tenure, from an all-time low of $10.43 in 2009 to a peak last month of just above $50. Mr Donahoe has steered the company through a slow and steady upswing on all measures – even eBay’s sluggish commerce business, Marketplaces, is showing signs of a revival, with 10 per cent growth in users last quarter, the fastest rise since 2007.

Now eBay is on its next three-year plan, positioning itself to be a platform for retailers by creating a suite of technology offerings that allow store owners to be their own Amazon, and forging partnerships with large retailers such as Best Buy, Home Depot, and Toys R Us that give eBay customers more product choices and shipping options.

Online commerce still accounts for just 5 per cent of overall retail sales. While Amazon dominates that, eBay is moving deliberately into the offline market, believing shopping habits will increasingly overlap between the internet and physical stores.

“We’ve gone from competing in the $5bn ecommerce market to the $10tn retail market, where half of that is being web-enabled,” Mr Donahoe says.

Google’s Mobile Ads

Masih dari situs Wired, kali ini diambil dari artikel dengan judul Google's woes show mobile isn't just a Facebook problem

Google:
The average “cost-per-click” spread across all its ads had fallen by 15 percent compared to the same time last year.

BGC Financial analyst Colin Gillis: 
There is some cannibalization going on,and mobile clicks monetize at about 50 percent of traditional clicks.

Larry Page:
We’re seeing tremendous innovation in advertising, which I believe will help us monetize mobile queries more effectively than desktop today. Indeed, our mobile monetization per query is already a significant fraction compared to desktop. In short, as we transition from one screen to multiple screens, Google has enormous opportunities to innovate and drive ever-higher monetization, just like search in 2000.

Kompetisi di Industri Internet

Artikel dari situs Wired dengan judul "The Warships of Silicon Valey" mengulas kompetisi di industri Internet saat ini. Meski tidak membahas secara rinci persaingan tersebut, namun gambar pada artikel tersebut cujup menarik untum ditampilkan disini.

Dari 9 "internet portfolio business" minimal 4 diantaranya menjadi rebutan paling tidak 4 dari 5 pemain utama di industri internet. 4 Portfolio Business tersebut diantaranya adalah: music, video/tv, tablet, dan cloud service.

Ada satu yang kurang lengkap dari gambar di artikel diatas, portfolio business Search seharusnya selain pemain dominan Google, Microsoft melalui Bing juga menyediakan layanan yang sama.

Mobile Game

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Mobile gamers are increasingly focused on mobile devices. Market researcher NPD said its research shows that 23 percent of app gamers say that they only play on mobile.

NPD said 59 percent of all game play now happens on a mobile device.

About half of the gamers in a survey of 5,923 U.S. residents in August said that they’re playing more mobile games now than a year ago. The main reason, cited by 37 percent of those surveyed, was free games, followed by portability and convenience (34 percent).

About 30 percent of app gamers have made either an in-app purchase (buying a virtual item from within a game) or have upgraded from a free app to a paid version. The average price that app gamers feel is a good value for a purchase or upgrade is $3.

Those who play on smartphones the most are not as likely to have made an in-app game purchase or to have upgraded to a paid app when compared to tablet gamers, who are more likely to have done both. As gaming playing frequency increases, so does the likelihood of having made a purchase or upgrade.

“Many mobile gaming consumers have grown accustomed to gaming for free, making it essential to find the sweet spot for pricing that encourages purchasing by as many consumers as possible,” said Liam Callahan, an industry analyst for The NPD Group. “Mobile game developers and publishers need to be able to maximize their opportunities by identifying ways to increase the number of gamers willing to upgrade their free apps or pay for in-app purchases, which currently stand at close to 30 percent. Another opportunity for the industry as a whole is to convert mobile-only gamers to engage in other gaming activities across portables, consoles and PCs where we see more money being spent per user.”

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Growth 14% for Internet Ad

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Internet ad revenues are up 14 percent in the first six months of 2012, hitting a new record $17 billion. And that 14 percent increase is dwarfed by mobile’s nearly doubling — a 95 percent increase — to hit $1.2 billion.

In addition, digital video ad revenue grew by 18 percent to just over $1 billion while search revenues for the first quarter were up 19 percent to $8.1 billion, and display ad revenue was up just four percent to $5.6 billion.

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Mobile Commerce Growth

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@DQXm Juniper: Mobile shopping will rise 50% in the next 2 years from 393 m today. Total values will hit $730 b within 5 yrs. http://t.co/JM9VY4z0

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Digital music sales up 15% over last year.

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RT @DQXm Digital music sales up 15% over last year, 1 billion songs already... - http://t.co/i4fysvD8 - from @Taptu

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zynga in picture

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NFC is it a Hype or Real Opportunities?

Excerpt from “ NFC-Enabled Smartphones to Account for 28% of Global Market by 2015” by PYRAMID RESEARCH 

From Mobile World Congress in Barcelona 2011, session “Mobile Money: NFC — Moving Beyond Payments”: Near-field communication is clearly one of the hottest topics in the telecom industry this year. Many of largest handset manufacturers are launching new NFC-enabled smartphones or are, at least, stating their intent to include the technology in their future models. At the same time, hoping to seize the potential opportunity captured by NFC technology, mobile operators are creating regional and global partnerships.

Meanwhile, an abundance of other large businesses, such as Google, Visa, MasterCard and Barclays, are proactively seeking profitable business models that would allow them to tap into the NFC goldmine, too. Their solutions often bypass the need for mobile service providers’ involvement. We believe that this elevated interest and sizable new investments in NFC-enabled devices and services will eventually result in the rise of a healthy NFC ecosystem and trigger high demand for NFC-enabled handsets. More precisely, we project that almost 28% of total smartphones sold to end users will be NFC-enabled in 2015.

Despite the positive early trends in the nascent NFC market, many are still skeptical about the future of NFC-based services. Some point out the lack of industry standards, others the lack of profitable and attractive business models. Finally, some claim that there is a genuine lack of interest in NFC-based services from end users. Our opinion is that the overwhelming supply of NFC-enabled handsets will result in strong sales of these devices in the short run (2011-2012).

In the medium to long term, as NFC-based services become ubiquitous, consistent and secure, the sales of NFC-enabled devices, including handsets, will continue to grow, at that point driven by the growing demand for NFC services on behalf of end users and retailers. Over 250m mobile handsets sold to end users in 2015 will be NFC- enabled.

Key finding

• The overwhelming supply of NFC-enabled handsets will result in strong sales of these devices in the short run (2011-2012). In the medium/long term, as NFC services become ubiquitous, consistent and secure, the sales of NFC-enabled devices, including handsets, will continue to grow but will be driven by growing demand from end users and retailers.
• Mobile handsets that are NFC-capable will see skyrocketing sales in 2011 and 2012. These sales will be driven by the overwhelming supply of NFC-enabled smartphones that will hit the market in the next two years and service providers’ “push” marketing strategies across the globe.
• In the medium to long term, as the NFC ecosystem rapidly evolves, there will be an abundant supply of other NFC devices. In order to trigger demand for these devices too, equipment vendors will have to convince their users (mostly retailers) that the benefit from NFC will outweigh the cost of investment in NFC-enabled devices.
• Over the next five years, as a number of high-impact partnerships and profitable business models emerge in the NFC marketplace, the NFC-based services will become ubiquitous, consistent and secure. That will ultimately create sustainable demand for NFC-enabled devices, including handsets.