In other gloomy news, China Mobile’s Q3s missed expectations, with net profit down 9%. Horace reaches for the analyst’s best friend, the Bass diffusion curve, and fixes on November 2015 in both the EU and North America, with a total of 425 million users. Now there’s disruption for you.Īt the same time, it’s getting possible to forecast a date for the saturation of the market with smartphones with a modicum of certainty. The only growth area is likely to be in Africa, which will pose its own challenges in terms of margin per user even if revenue is still growing. The problem is quite simply that ARPU will fall faster than the subscriber base grows. Ovum reckons that global mobile service revenue will fall for the first time ever in 2018. Revenue growth to end in 2018 EU and US smartphones saturate by November 2015 Bernabé quits the GSMA Privacy & Security: Snowden: it’s France’s turn nowĭigital Arabia 2013 is only two weeks away.Voice 2.0: OnSIP lines up some more disruption Tropo fail.Cloud Computing: Google CAPEX Microsoft fights the cloud price wars.Content 2.0: Advertising & Attention: Google results, selling Facebook ads.
#Onsip outage android#
Software: Olilla: Nokia didn’t get software, got carriers how Google controls Android Oracle is no.2.Smartphone Roundup: Amazon looks at HTC being a BlackBerry customer Firefox OS flies down to Rio.Disruptive Carriers: AT&T sells towers VZW sets VoLTE and network strategy Telekom Austria M2M platform Softbank puts $1.5bn in gaming.Strategy & Finance: Revenue growth ends in 2018 EU, US smartphones saturate by 2016 Bernabé quits GSMA.
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