Sunday, November 16, 2008

ESA Living Labs-Mobile Lessons from Space


When it comes to exploring the frontiers, both geographical and cognitive, space agencies are difficult to beat. Many inventions originally conceived for space missions (one example amongst many, lithium ion batteries) have found their way into the consumer mainstream.

It therefore makes perfect sense to attempt to harness the know-how capability of space science for the benefit of the world of communications and related technologies.

Living Labs Global, together with the European Space Incubators Network of the European Space Agency, ESA, run by Bruno Naulais, and Barcelona's 22@ Initiative have organised a half-day event on the 19th November in Barcelona to explore how best to leverage space innovation within the start-up environment.

The event is limited to 50 participants so getting a seat may be a challenge. If you are keen to attend though, you can give it a try by following the title link. Otherwise, I will be reporting back on the event on this blog and provide highlights on the key points.

Thursday, November 13, 2008

Location Mobile Trends for 2009 LBSs


The Location Based Service (LBS) sector of Value Added Services (VAS) on mobile is evolving.

I see 3 key trends and a similiar number of challenges for the year ahead for companies within the expanding LBS ecosystem:

TRENDS:

1. COMPETITION

There is little doubt that this sector is heating up, with both the iPhone and the Android platforms spawning a plethora of applications. And the global start-up map for LBS indicates that new ventures are emerging outside of traditional hotbeds like the US and Western Europe. This means that differentiation is becoming key. Start-ups with the big budgets can choose to differentiate via advertising (though this is becoming unviable-see point 3 of Challenges below) while smaller companies need to think smart and go for whatever niche they think offers the best returns.

2. PREMIUM CHARGING

It is apparent that consumers are ready to pay a premium for some LBS services, though this is on a more pay-per-use model than a subscription model. Quick and easy services that everyone can understand and that add immediate value (place me on a map now and show me Points of Interest around me) can be charged successfully and it is looking increasingly likely that pedestrian navigation-type services will also meet with success.

3. CONVERGENCE

Convergence spans a wide spectrum of meaning. In terms of LBSs, it means that traditional LBS services are moving into the Portable Navigation Device (PND) space, and that the reverse is also happening. It also means that connected devices like the Playstation Portable (PSP) are also moving into the LBS space with the likelihood of new devices entering the market (including the rumoured launch of the National Geographic Explorer Device).The LBS landscape is liable to some tectonic shifts in the coming year.


The LBS sector has consistently offered some of the greatest opportunities but also some of the greatest challenges in mobile, some that I would highlight today are as follows:

CHALLENGES

1. OPERATOR RESTRICTIONS

Fortunately for the mobile ecosystem, walled gardens are crumbling and we are seeing what I have previously defined as 'Open Playgrounds' being created. This doesn't stop Mobile Network Operators (MNOs) from imposing limitations on accessing their location platforms. No MNO currently offers anything other than 'pull' mechanisms for location detection (the user has to request to be located) while it is the 'push' mechanisms (tell me automatically where I am and push relevant info to me) that would yield the greatest benefits to the user.

2. SEAMLESS LOCATION DETECTION

Locator technologies are in themselves converging as the need to deliver a seamless location detection service to the mobile user becomes more of an imperative. 2009 will see an acceleration of this trend and successful apps will be able to switch automatically from a GPS to a Wi-Fi to a CellID environment according to the criteria that deliver the best experience to the user (this could be related to location, so delivering Wi-Fi location indoors or battery life, switching to CellID to reduce battery exhaustion).

3. MONETISATION

The monetisation model for LBSs has not been proven.But it will. And even if it takes time, let's not forget how long it has taken YouTube to adopt a clear monetisation mechanism (it announced today that it will offer sponsored video search, 3 years after launch). However, there is a tiresome task pending for LBSs to continue educating brands and advertisers of the potential effectiveness of LBS advertising (particularly that which links place with context). However, we live in a period of retrenchment-MNOS are retreating in their shells and curtailing infrastructure spend. Some, but not all, advertisers are cutting back on mobile and retreating to less effective media like TV.

Now is the time for LBS start-ups to redraw the lines of their monetisation models-to squeeze out revenues where they can be squeezed and cut costs in other areas. Highly funded start-ups with high burn rates will need to adapt more to the new low cost environment. The opportunities for small start-ups with smart monetisation ideas will peak next year-but their emphasis will have to be on easily addressing the true needs of the mobile user, requiring an understanding of the likely behaviour of this user in the new economic environment.

Monday, November 10, 2008

AT&T Acquires Wayport to add to Wi-Fi capabilities



AT&T Inc. announced yesterday that it had agreed, through one of its subsidiaries, to acquire privately-held Wayport, Inc., a leading provider of managed Wi-Fi services in the United States, for approximately $275 million in cash. The deal adds Wayport's focused capabilities and enterprise customer portfolio with AT&T's leading Internet Protocol (IP) and 3G networks, and broad consumer and business customer bases, to deliver enhanced broadband connectivity at home, in the office, on the road, and virtually anywhere in between.

The acquisition expands the AT&T Wi-FiSM footprint to nearly 20,000 domestic hotspots, takes the company's global Wi-Fi presence to more than 80,000 locations*, and creates thousands of new ways for customers worldwide to stay in touch. Millions of AT&T customers — plus millions of other consumers needing to connect on the go — will benefit from access to new hotspot locations served by Wayport.

AT&T's global brand, marketing leadership and extensive enterprise sales force will complement Wayport's expertise in enabling and managing applications over an integrated network. Wayport will also extend AT&T's reach in the hospitality, health care, education and retail sectors.

"We're seeing exponential growth of Wi-Fi-enabled devices — such as smartphones — combined with a continued dependency on 24/7, anytime, anywhere Internet access across business and consumer market segments," said John Stankey, president and CEO, AT&T Operations. "Now is the right time for AT&T to affirm our commitment to Wi-Fi leadership. By acquiring Wayport, we're giving consumers more ways to stay in touch and building a more robust network management solution for businesses. We're bringing ready access to the nation's leading Wi-Fi, wireless and IP networks — on a global scale."

Friday, November 7, 2008

Le Web 08 Conference, Paris-Exclusive Reader Discount


PARIS-Once again, Le Web 3.0 (now re-branded Le Web '08) is upon us, and over 1800 participants are expected to converge on Paris for the 2 day event on the 9th and 10th of December.

Paulo Coelho, now popular amongst digital media events, will bless the conference with his insights along with MySpace CEO Chris DeWolfe, Mark Simoncino of Meetic , Michael Arrington of TechCrunch and many more..This year's theme for the event is 'Love' and, going along with this theme, as I love my blog readers, each and everyone of you can claim a 20% discount.

Just link through from the title of this post to the Event Website and you can get your ticket for €1196 instead of €1495 if you book by November 20th.

Don't miss out!

Thursday, November 6, 2008

Mobile Services in Korea-an eyewitness report

SEOUL-As you would expect, things are a little different in Korea compared to, say, Europe...Research reports are all fine and well, but they fail to give that 'finger-on-the-pulse' feel for what is happening on the street.

So, having spent a week in Korea (and considering that this is one of the most advanced countries in terms of mobile communications) I thought I would share some brief impressions of mobile usage in the region.

Firstly, I'd like to dispel the myth that everyone uses the sort of high end LG or Samsung models widely publicised in Europe...while Koreans have a very high penetration of 3G handsets, many of the ones I saw were Anycall handsets, a Samsung local brand or Cyon (the LG local brand) .

Another thing you notice travelling on the Seoul subway, is how everyone has a mobile device of some sort, be it an MP3 player, PSP or mobile phone. And the most widely used feature on a mobile phone that I witnessed was..yes, you guessed it, TV...and not Mobile TV, but good old Terrestrial/Digital TV, whose signal is captured via a not-so-modern retractable antenna.

All of this should not make us forget that Mobile Social Networking is also huge in Korea, with the Cyworld service launched by SK Telecom boasts over 20m users and has built a profitable business model based on sale of creative digital content.

Finally, it was also noticeable how every car (and I really mean all of them, taxi or otherwise) had a GPS PND device-Seoul is a big city, so GPS offers an invaluable service to local drivers.

One bit of trivia...Samsung is actually a word in Korean and it means 3 stars.

Thursday, October 30, 2008

KoreaComm 2008-IPTV, Converged Services & More

SEOUL- Steve Murphy from AOL kicked off the event yesterday with a keynote speech where he highlighted the following based on his experience at AOL and of AOL customers:

-Mobile is about immediacy more than anything else...as people can get to their mails quicker on mobile than on a PC this explains the migration from PC to Mobile Web (personal note:hearing subsequent talks on future converged devices about to be launched that go for a widget based Web approach, immediacy could come to the traditional PC world soon)

-Mapquest is one the most downloaded AOL apps in the US

-About open models, the question is not so much whether this is important or not (everyone has it a priority)..the issue is whose version of 'open' will prevail

-Steve also made a point about niche plays on mobile which is convenient for me as I make a point on this in my presentation later today


Young Lyoul Lee from KT gave a remarkable presentation on IPTV in Korea (it is simply huge here, with KT planning to invest $1bn in this area over 5 years)...over 450,000 subscribers have signed up since launch in early 2008...the KTH network (a subsidiary of KT) now has over 35,000 videoclips available, the biggest collection of any operator in the world.

KT is now about to launch an IPTV-Shopping combo service this month, where you can watch actors in a videoclip and interact to find out what they are wearing and make a purchase online...

Young Min Kim from CELRUN gave a presentation on converged services, explaining how Telephone, Internet, Broadcast and Content are set to converge business models soon..interestingly I was reading the local paper today and they mentioned how the Korean government had just approved portability of household numbers so that users switching to IP telephony could retain their old number...

Young Min made a good point about the need for Service providers to merge to be able to increase the scope of their offerings..a trend we are starting to see already.

Wednesday, October 29, 2008

KoreaComm 2008 Kicks off


SEOUL -Things are about to kick off here at the Seoul Sheraton and the expected 2000 strong crowd is making its way in...huge auditorium here with a largely Korean crowd, though the first couple of seat rows are reserved for foreign dignitaries including various diplomats from Latin America, Central Asia and other areas.

Was provided with a thoughtful gift of a 4-CD boxset of traditional Korean music, which I will duly check out on the all-singing and dancing Bose stereo at the W Hotel.

More at lunchtime (Korean time)...

Monday, October 27, 2008

The Evolution Of Mobile Web


I'm going to Seoul for the KoreaComm 2008 hosted by the Korean Communication Commission with over 2000 professionals expected to attend over the two day event on 30-31st October.

I'll be giving a talk on the evolution of mobile web broaching such subjects as 'are we at Mobile 2.0 yet' and picking out a few key trends I've noticed over the last year.

I'll be dedicating some time to discussing the evolution of Location Based Services and the convergence between Mobile Social Networks and LBS's. Not only are services based around location quintessential to what makes up Mobile 2.0, but the whole area of LBS is going mainstream as it navigates its way through the famous hype curve..witness Loopt's sponsoring of The Middle Show in the US.

I'll post more from the event over the next few days as well as share my presentation online.

Tuesday, October 14, 2008

"Mobile Crunch" -New rules for Mobile Start-ups in today's economy


Extremely well-timed Mobile Monday Barcelona session last night focussed on Mobile Start-ups in Times of Crisis and how to manage through a financial and/or economic downturn.

Panelists Oscar Farres from Debaeque Capital, Sergio Perez from Caixa Capital Risc and Marcel Rafart, from Nauta Capital, gave their take on the current situation and offered guidance to young mobile start-ups.

Their main points:

  • The rules of engagement have changed -risk profiles have shot up and banks are retreating to safe investments, those that generate revenue or profit already (but preferably both). Fundamentally, for young start-ups the message was 'forget the banks'.
  • Start-ups should outsource or plan to outsource whatever activity can be externalised, as these leverages the company's cost base and reduces risk from an investor point of view.
  • Focus on burn rates-cut out any expenditure that is not strictly essential
  • These are tough times, but also times of opportunity for those companies able to stick it out throughout the crisis.
As Rudy de Waele put it eloquently, 5 years ago there was no Facebook or Twitter or myspace...times of crisis allow for a natural selection of only the very best concepts and businesses. Start-ups should really ask themselves what unique benefit do they offer that no-one else offers?

I asked the VC guys what % ROI they expected to still consider making an investment and the rule of thumb was 25-30% y-o-y.

Interestingly, Oscar Farres highlighted what he considered to be the big growth opportunities in the market (independently of recessionary pressures) and Location based services was up there amongst the chose few sectors.

Thursday, October 9, 2008

Opera Mobile for your Windows Mobile Device


It has now been 3 months since the Norwegian browser Opera released the beta of their Opera Mobile 9.5 for the Windows Mobile platform. Despite some initial bugs, including an OOM (Out of Memory) problem on some devices as a result of caching activity and a Notifications bug (that turned off notification sounds), overall feedback has been positive from the Opera fan base.

Browser wars are hotting up, though, with Mozilla announcing a mobile version of their browser later in the year, Skyfire consolidating its mainstream appeal and the i-Phone Safari browser receiving accolades for its user experience.

Meanwhile, Opera's Java-based browser, Opera Mini, has built up a substantial following of its own and provides an excellent solution for mid-range phones to access the web and avoid connectivity glitches that arise by accessing the web through the operator portal.

Currently, Opera Mobile 9.5 only works on touchscreen devices with non-touchscreen compatibility expected to be added in the future. However, things have gone dead quiet on the community forum over at Opera and no announcements have been made of future releases..maybe they are busy gearing up for the Mozilla launch, which is now rumoured to take place in 'a few weeks'.

Wednesday, October 8, 2008

Why now is a good time to invest in mobile start-ups


Global financial meltdown...credit crunch...government bailout...fiscal tightening...all these words will be very familiar to everyone following the unfolding of financial events on both sides of the atlantic. The picture for stock holders and bond holders, from private investors to pension plan owners, is not pretty.

That small proportion of wealthy individuals around the world are faced with some stark choices for making the most of their capital...look to preserve it by adopting a risk-averse approach (and buy gold bullion) or sit on their cash and ride out the storm, wary of potential bank collapses.

Neither of these two options offer the true capitalist a decent return. But, as always, there is money to be made in times of crises and parts of the economy that will fare better than others. The mobile sector is by no means immune to the downturn, and while operator revenues are likely to stay flat (guarded by inelastic demand), other parts will grow.

Mobile web is at an inflection point in terms of its global growth, moving from niche to mainstream, from Mobile 1.0 to Mobile 2.0, and there will be a number of competent start-ups that, though small today, will be huge tomorrow.

The great news is that the relative risk of investing in these start-ups has decreased compared to a year ago, given the drastically reduced equity returns from quoted companies. In addition, many of these quoted companies have either cut or withdrawn their dividend, and so look and feel more like growth stocks.

Fancy a flutter on an equity investment? My advice is, look at the opportunities out there to fund a mobile web start-up: it will be not much riskier than a blue-chip investment, will certainly be more fun to follow and, you never know, could be your next mobile equivalent of Facebook.

Thursday, October 2, 2008

Enablers for Mobile Social Networks (MSN's)




LONDON-As one of the key themes that was discussed at the Mobile Web Europe Conference last week in London was Mobile Social Networks (MSN's), User Generated Content (UGC) vs branded content and Location enablers, I feel prompted to delve into this subject area to share some current thoughts.

Firstly, when we think about MSNs we often witness the attempt by some operator or another to launch their own network (whether based around music or some other catalyst)...these attempts have met with mixed success, though it is probably to early to draw a line below them. Nontheless, in research presented by Priya Prakash of Flirtomatic, over 70% of social network users would refuse to join a(nother) social network created by an operator. On the other hand, off-portal attempts by start-ups (notably itsmy.com) have met with success.

In general, the feel I get is that operators are losing traction at a faster pace than anticipated and off-portal startups have proved that it is possible to build a sustainable and profitable business without the operator.

Social objects (or the reason two people are talking to each other) can be either UGC or branded/syndicated from mainstream sources...with the saturation in the MSN playing field, it seems that at the very least a mix of the two is required to ensure that community members remain stimulated (and check in daily or hourly on the MSN).

An interesting play on this is by Buongiorno's blinko MSN (currently in closed beta) which has VIP channels that allow users to follow their favourite celebrity (be it Paris Hilton or Beyonce' Knowles).What is interesting is also the breadth of VIP channels available, which relates to a point made by Adrian Velthuis of Milennial Media. He stated that advertisers and community hosts alike should develop niche audiences to allow a differentiation in their offering compared to the plethora of competing MSNs or other mobile content.

As far as location is concerned, my belief is that this will be one of the key enablers of MSNs in the future -and that while technological limitations mean that it is still not mainstream, developments are expected in leaps and bounds. Sam Critchley from Gypsii talked about 'ambient awareness' as being the background awareness of what one's social network is doing...definitely something that reinforces location as a key enabler (where am I?) to achieve that contextual holy grail (what am I and my friends doing?).

Thursday, September 25, 2008

Mobile Web Europe Conference- Key Takeaways


LONDON -It will take me a while to assimiliate 3-days worth of information on where we are headed with Mobile Web today but some of the key questions that were addressed were:

-Should we head towards a 'one-web' concept (same for PC and mobile as per the Convergence theorists) or more towards two distinct webs (as advocated in part by .mobi), one optimised for PC and the other optimised for Mobile (and the maligned 'small screen')?

-With much talk of Mobile Social Networks, shouldn't companies in this space realise that they need to focus on hosting the network instead of managing it? This was a great point mentioned by Priya Prakash of Flirtomatic, who also went on to state that a great host should facilitate conversations and act more as a matchmaker so that new contacts can be made

-Alfie Dennen from moblog:tech was of the opinion that the iphone has taken the industry a step back (due to its closed environment), something overlooked amongst the mass hysteria surrounding it

-Kashif Hassan, from ooober, made an excellent point about content, suggesting that given the sameness of many Mobile Social Networks, it is the presence of branded content that will make the difference...witness HBO's Entourage feature on the whrrl site

...to be continued///

Friday, September 12, 2008

GeoMe quoted in El Pais Newspaper as Leading LBS Innovator


MADRID -El Pais, Spain's leading newspaper, published an article yesterday on Location Based Services and Mobile Social Networks, describing the overall environment and prospects.

'In Spain, there are a handful of innovative start-ups vying to lead the market.From the location-based service of GeoMe...the mobile phone is 'dressing up' with a web outfit in order to hit the town..' says Manuel Angel-Mendez, from El Pais.

I was interviewed for this article and duly get a quote later on where I state my view that most users don't want to be tracked wherever they are and prefer to leave messages on a map so that only their friends can see them if and when they are in the same area as the message.

Rummble, one of the companies presenting at the Mobile 2.0 Europe event in July in Barcelona (see previous quote) gets a well-deserved mention-they have a recommendation-based search function that allows community members to receive notifications according to your preferences.

'The barrier for mobile social networks is achieving a community of 100,000 users' continues Angel-Mendez, 'Once a service hits this magic number, anything is possible'.

For Spanish-speakers, the El Pais article can be referenced through the title link of this post.

Wednesday, September 10, 2008

deCarta devCON08-San Francisco 22-24 October


deCarta, one of the enablers behind NokiaMaps, is hosting its Development Forum, devCon08, at the Intercontinental Hotel in San Francisco on the 22-24th October 2008.

The event will cover a wide range of development issues surrounding location on mobile, with both lecture-based and workshop-based sessions. The rough agenda is as follows:

  • Business and Industry sessions to provide the latest perspectives on mobile LBS market trends, technology requirements, roadblocks and opportunities, with individual presentations and panel discussions featuring some of the industry's leading experts.
  • Technical sessions going deep on topics such as advanced navigation capabilities, geo-coding, enabling the mobile Internet, real-time and thematic data integration, traffic, platform scalability, best practices for sat nav system UI design, and so on.
  • For developers who are new to location applications or deCarta's technology, a series of sessions will provide an accelerated course on developing applications using deCarta's DDS platform, Web Services and powerful JavaScript API, as well as deCarta's Nav.Net, and Internet connectivity for advanced personal navigation devices and smartphones.
  • A full-day, hands-on Developer's Workshop on the first day will be custom-tailored to help you accelerate your mobile application development.
For more info and to sign up, link through the title to the event website.

Tuesday, September 9, 2008

Kevin Kelly's 'The One' Vision

A friend of mine pointed me to the video of Kevin Kelly's (Editor of Wired) presentation at the TED conference and his 'The One' vision is well worthy of being shared further.

His premise is that the web (not the internet) is only 5000 days old and has grown to an amazing level in that time in terms of complexity and functionality (and the amazing thing, he says, is that no-one is amazed).

He then looks at the future 5000 days of the web, which will be the 'Internet of Things'. He envisages total personalisation of the web in the future but at a cost of providing 'it' with total transparency of personal information...if you forget your phone number in the future, you will only have to google for it...

The future web will be smarter (and incorporate AI), will anticipate what we do and will be more ubiqitous.Everything will go through the web or be saved by the web. Scaringly, today the sum total in processing power (or 'intelligence') of the web is equal to that of one human brain but in 30 years' time, the intelligence of the web will exceed that of the whole of humanity put together...

In terms of mobile web, Kelly's vision puts portability of the web high on the agenda and connectivity everywhere -implying a dominant role for portable connected devices, mobile or otherwise.

I recommend you take a look at the video and judge for yourselves...


Friday, September 5, 2008

Ecorio-scoops one of 10 top Android Developer Challenge Prizes


Sometimes a startup comes along and executes a nice, innovative concept in a beautifully simple way and with a nifty design...Ecorio is one of these rare pearls, with an application that allows you to measure and reduce your carbon footprint by keeping track of your journeys using the GPS on your mobile device.

Ecorio was founded by '5 guys from Ontario', and they came up with the simple 3-button model of ecorio:

Reduce-to find out how to save by changing route or transport mode
Inspire-with tips from community members on how to reduce environmental impact and
Offset-allows the user to mail himself with a carbon offset calculation and purchase carbon credits online.

Ecorio won one of 10 top prizes of $275,000 under the Android Developer Challenge competition and now has a real chance to build on their initial success and develop new features for their application.

View the full Android Developer Challenge results by clicking on the title link of this post.

Wednesday, September 3, 2008

Fring-mVOIP startup works up an edge


Fring, the Israeli company with $10m funding (from Pitango Venture Capital and Veritas Venture Capital) launched its first Mobile VOIP (mVOIP) service back in January 2007, and since April this year has made its application available on the iPhone.

Fring works well with flat rate data tariffs as well as Wi-Fi. The nice aspects of the application are that you are able to see who is online before you call and to do so, you simply click on Fring’s green button icon.

Some debate exists as to which company is likely to make it in the mVOIP sector, where notable players include jajah and truphone (see my earlier post in January). Fring may have the edge, given that it is truly free (it works completely off the operator data plan with no extra charges) and also seems to have a clearer and more aggressive strategy than the others.

Truphone, though initially much hyped, initially set out to deliver mVOIP exclusively over Wi-Fi, a bold move but ultimately the wrong one, as it was later forced to additionally offer its service through the 3G network. It was also behind fring in offering its service on the iPhone, only releasing the app in July this year.

Fring has now also opened up its API to third parties, allowing it to build up something of a community in the future. It now features a Facebook add-on and encouraged microblogging through its FringOlympics promotion in the summer. The Fring-me widget is one the later additions to the stable of add-ons, allowing those connected to the web to see when a Fring user is online .

Monday, September 1, 2008

CERN Time Machine to start ticking on Sept 10th


GENEVA -I rarely stray from the main subject matter of my blog, but unless you've had your head buried in the sand during the summer vacations, you will realise that in just 9 days, the biggest scientific experiment ever planned will take place near the tranquil waters of Lake Leman in Geneva.


The Large Hadron Collider, a 17-mile long particle accelerator at the CERN facilities (home of the inventor of the www), will accelerate matter to 0.01% of the speed of light and will be switched on for around 10 hours. During this time, its beam will travel roughly twice the distance between Neptune and the Earth.

All of this is vaguely reminiscent of Star Wars, and the photo (credit:Maximilien Brice, © CERN) reinforces this impression.

Exactly what will happen when the enormous amount of energy required to fire the beam is unleashed is anyone's guess but, if I were you, I'd plan a full backup of your computer files for September 9th...

A webcast is available at CERN, which you can reach by clicking on the title of this post.