Strategy Analytics Nitesh Patel

Nokia's Asha 210 To Boost WhatsApp Penetration In Lower Tier Segments

Nitesh Patel — Sun, 28 Apr 2013 23:00:00 GMT

Nokia's Asha 210 comes with a dedicated WhatsApp hard key which will differentiate the phone from competitors and allow Nokia to ride on the popularity of WhatsApp. With 200 million users, WhatsApp is challenging Twitter and other major OTT messaging services. The device may well resonate with consumers, but how will carriers, already facing a squeeze on messaging from OTT providers, view the device?

Keywords: WhatsApp, Nokia, Asha 210, OTT messaging threat, LINE Messenger, Kakao, WeChat, Axis, Reliance, Facebook, Messaging

Facebook Home Leads The Charge To "Zero-Click" Interfaces While Relegating Operators

Nitesh Patel — Wed, 10 Apr 2013 23:00:00 GMT

Facebook Home is designed to strengthen Facebook's position on mobile devices by taking control of the mobile phone user experience from lock screen through to phone use. With the Facebook Home interface users are never far away from core Facebook services. Strategy Analytics believes over time Facebook will integrate a broader set of services to the experience, such as VoIP and video chat, which will further relegate operator communication services. Significantly, Facebook Home leads the charge to a growing industry trend towards "zero-click" user interfaces, following HTC's BlinkFeed. If popular, Facebook Home will improve Facebook's position as a distribution partner for media and content, and boosts Facebook's potential to monetize its mobile presence - however, Strategy Analytics believes low levels of ad acceptance, concerns over privacy violations and low CPMs continue to represent stubborn challenges.

Keywords: Facebook, Facebook Home, HTC, BlinkFeed, AT&T, Android, Google, Orange, EE, DMS

How Over-The-Top Messaging Apps Are Destroying Operator Messaging

Nitesh Patel — Tue, 09 Apr 2013 23:00:00 GMT

Mobile messaging apps such as WhatsApp, LINE and KakaoTalk have disrupted the operator messaging market, destroying billions in consumer spend. These apps are reflective of the nature of the app ecosystem - upending existing business models - and replacing the lost revenue with only a fraction of pre-existing revenue - while trying to drive revenue from other means. This report looks at the evolution of over-the-top (OTT) messaging apps and what their success means for other revenue streams. This report also outlines key strategies operators can implement to defend against OTT messaging providers, building on our August 2012 report "Operator Strategies To Combat OTT Communication Providers".

Keywords: RCS, Joyn, WhatsApp, Line, Kakao, WeChat, Tencent, KIK, iMessage, BBM, Blackberry, Messaging

This report is available to purchase with a credit card for $1999

Facebook Home Leads The Charge To "Zero-Click" Interfaces While Relegating Operators

Nitesh Patel — Mon, 08 Apr 2013 23:00:00 GMT

8 Reasons Why Joyn Has A Role In The Future Of Messaging

Nitesh Patel — Mon, 01 Apr 2013 23:00:00 GMT

On 2nd April 2013 the operator communication service Joyn received a significant boost as Spanish operators Movistar, Vodafone and Orange announced the launch of the first Joyn enabled handsets from manufacturers Samsung, LG, HTC, Sony and Nokia. However, the continued slow-roll out of Joyn by operators allows independent messaging and communicator applications (WhatsApp, Line Messenger and Skype) to become entrenched further. Even when Joyn is launched why would consumers switch away from feature rich third party applications to use Joyn? Furthermore, can Joyn hope to reach a broad addressable market without support from Apple? In this Insight Strategy Analytics highlights 8 reasons why Joyn will play a role in the future of mobile messaging, and what it will take for users of Joyn to approach 300 million by 2017.

Keywords: RCS, Joyn, RCS-e, messaging, WhatsApp, Skype, LINE, Kakao, SMS, MMS, Vodafone, LG U+, MetroPCS, Jibe Mobile, SK Telecom, KT Freetel, Telefonica

Mobile Money, Location Based Services, & HTML5 Shine at MWC 2013

Nitesh Patel — Thu, 07 Mar 2013 00:00:00 GMT

With MWC now well and truly over our post mortem can begin. This Insight from the Wireless Media Strategies team focuses on a handful of key industry announcements and initiatives which were unveiled at MWC 2013. We put Samsung's global alliance with VISA and the launch of Samsung Wallet into context - what does it mean for Samsung's operator partners and for Google, both of which aim to offer competing NFC payment services? We also provide our views on: the acceleration of Nokia's HERE services across competing Windows Phone OEMs and platforms; the new OpenAPI Exchange initiative from the GSMA; and the growing support behind HTML5, among other announcements.

Keywords: Nokia, Firefox, HERE, NFC, VISA, Samsung, Mobile Wallet, PayPal, Ericsson, LTE Broadcast, Mobile Money, Apple, Passbook, Location

Facebook Takes Swipe At $3.5 B Mobile Search Advertising And $3 B Mobile VoIP Opportunities

Nitesh Patel — Mon, 28 Jan 2013 00:00:00 GMT

During January 2013 Facebook introduced its Graph Search function and also implemented VoIP into its Facebook Mobile application for iOS in the US. Strategy Analytics expects both enhancements to increase the stickiness of Facebook with end-users. Furthermore, Strategy Analytics believes that over the longer term Facebook will evolve and monetize its Graph search function through advertising revenue. Not surprisingly, the potential losers will be OTT communication app providers, mobile operators and search companies, such as Google and Microsoft.

Keywords: Facebook, Microsoft, Skype, Fring, Viber, Kakao, VoIP, SMS, Voice, Faceboom Messenger, voice-over-IP, Messaging, Content Value Chain

Consumer & Advertiser Expenditure On LBS To Reach $6B by 2017

Nitesh Patel — Thu, 29 Nov 2012 00:00:00 GMT

Following the intense scrutiny of location based services (LBS) by US regulators and privacy protection groups in 2011 this has been an eventful year in mobile location based services: Apple introduced its own mapping app with free voice-guided navigation into iOS6 in September; in November Nokia introduced its cloud-based location platform, called HERE, and extended maps and navigation services to other platforms; in the same month TomTom followed Nokia by launching its own map service for developers. Despite increased activity Strategy Analytics has lowered its overall projections for consumer mobile LBS revenue as business models for LBS, such as voice-guided navigation and safety tracking applications, shift to freemium. Overall the LBS opportunity will be dominated by location based search advertising, which will account for just over half of revenues by 2017.

Keywords: LBS, navigation, mobile maps, location based services, Safety tracking, Location Labs, Nokia, HERE, TomTom, Telmap, Apple, Microsoft, WHERE, Ebay, Location

Location Based Services 2001 - 2017

Nitesh Patel — Thu, 29 Nov 2012 00:00:00 GMT

HERE Puts Nokia In Pole Position For The $6 B Location Based Service Opportunity

Nitesh Patel — Fri, 16 Nov 2012 00:00:00 GMT

On 13th November 2012 Nokia introduced HERE, its new brand for its location and mapping service for expanding its location based services (LBS) beyond Symbian and Windows Phone to multiple operating systems, including iOS, Android and the nascent Firefox OS. Maximising both advertising and premium revenue opportunities from location based applications will require scale across a large base of mobile users. Although Strategy Analytics Wireless Smartphone Strategies Service predicts healthy growth for the Windows powered smartphones, a greater total addressable market and probability of success is possible through a cross platform approach. Although Nokia provides leading mobile map and location service experiences on its own devices, its next challenge will be to drive the usage of HERE across other platforms and to drive revenue.

Keywords: Nokia, Apple, Google, Navigation, LBS, Location based services, HERE, Google Maps, Apple Maps, Indoor Maps, LiveSight, Location

Operator Messaging Revenue Will Decline 12% By 2017

Nitesh Patel — Thu, 27 Sep 2012 23:00:00 GMT

Intense rivalry between operators and the growing popularity of over-the-top (OTT) instant messaging (IM) services like WhatsApp, Line Messenger and Tencent's QQ is negatively impacting mobile operators' messaging businesses. In 2011 consumer expenditure on operator messaging increased by just 2.5%. Strategy Analytics forecasts operator revenue from traditional mobile messaging to peak this year at over $105 B and decline at a 2.5% CAGR until 2017. Despite our prediction of falling messaging revenue SMS will remain the popular mobile messaging platform over the next 5 years and will account for just over 50% of total messages sent by mobile phones. While RCS/ RCS-e enables mobile operators both to evolve mobile messaging beyond SMS and MMS and keep operators relevant in mobile messaging, it will not mitigate the decline in messaging revenue. Strategy Analytics' latest mobile messaging forecast indicates that by 2017 293 million users of RCS/ RCS-e based services will generate $370 million revenue for mobile operators.

Keywords: SMS, MMS, email, RCS, RCS-e, OTT, WhatsApp, Kik Messenger, Messaging

Global Mobile Messaging Forecast 2001 - 2017

Nitesh Patel — Thu, 27 Sep 2012 23:00:00 GMT

In 2011 consumer expenditure on operator messaging increased by just 2.5%. Strategy Analytics forecasts operator revenue from traditional mobile messaging to peak this year at over $105 B and decline at a 2.5% CAGR until 2017. Despite our prediction of falling messaging revenue SMS will remain the popular mobile messaging platform over the next 5 years and will account for just over 50% of total messages sent by mobile phones. While RCS/ RCS-e enables mobile operators both to evolve mobile messaging beyond SMS and MMS and keep operators relevant in mobile messaging, it will not mitigate the current decline in messaging revenue. Strategy Analytics' latest mobile messaging forecast indicates that by 2017 293 million users of RCS/ RCS-e based services will generate $370 million revenue for mobile operators.

Keywords: SMS, MMS, email, RCS, RCS-e, OTT, WhatsApp, Kik Messenger, Messaging

This report is available to purchase with a credit card for $6999

Operator Strategies To Combat Over-The-Top Communication Providers

Nitesh Patel — Thu, 30 Aug 2012 23:00:00 GMT

Operators' bread and butter communication services are under increasing threat from over-the-top (OTT) communication providers such as WhatsApp, Kik, Kakao, Fring and Skype, as users engage alternative platforms to address their need for rich, cost effective communications. This report outlines three strategies and approaches that operators can adopt to minimize the growing risk from over-the-top service providers.

Keywords: VoIP, SMS, MMS, email, instant messaging, IM, WhatsApp, Kik, Fring, TU-ME, Telefonica, Skype, Fring, Kakao, Facebook, Messaging

This report is available to purchase with a credit card for $1999

Wal-Mart, Target, Sears and Other Retailers Accelerate The US Mobile Payments Sector: ISIS & Google Wallet Under Threat?

Nitesh Patel — Thu, 16 Aug 2012 23:00:00 GMT

Strategy Analytics believes the slow roll out of NFC payment service, fees for participating in third-party mobile wallet schemes like ISIS, and evidence of consumer demand for mobile commerce has motivated 15 US retailers, including Wal-Mart, Target, Sears and 7-Eleven to create the Merchant Customer Exchange (MCX). The participation of large national retailers in MCX is a strong indicator that the mobile phone has potential to become a key commerce tool, and provides further validation of mobile wallet initiatives from Google and ISIS. This insight discusses the motivation behind the MCX joint venture and highlights the potential threat it poses to both ISIS and Google Wallet.

Keywords: m-payment, mobile payment, NFC, mobile money, m-commerce, Wal Mart, Target, Location, America, North America, US, NFC, OTT, Financial Services

Customizable Mobile Contactless Payments Forecast 2004-2017

Nitesh Patel — Mon, 30 Jul 2012 23:00:00 GMT

During 2011 mobile contactless payment adoption and usage remained dominated by Japan and Korea. However, Strategy Analytics predicts the number of users of mobile contactless payment to rise from 44.5 million at the end of 2012 to 158 million by 2017, leading to over $53 billion in transactions handled by mobile contactless payments. This will be enabled by the rising penetration of NFC enabled handsets with mobile wallet capabilities, and increasing merchant acceptance of contactless payments. This report is customizable, allowing users to run alternate forecast scenarios.

Keywords: Devices, Financial Services, Handsets, Telecoms, Wireless, NFC, Content Value Chain

This report is available to purchase with a credit card for $6999

Global Mobile Media Forecast for Automotive

Nitesh Patel — Mon, 02 Jul 2012 23:00:00 GMT

Globally, Strategy Analytics predicts combined consumer and advertiser expenditure on mobile media, which includes handset browsing, mobile applications, mobile games, mobile music, mobile video, mobile TV, ringtones, wallpapers and alerts, and associated data, will rise at a 8.4% CAGR from below $150 billion at the end of 2012 to exceed $225 billion by 2017. This forecast provides the total mobile media outlook for major regions and countries, including users by each mobile media segment.

Keywords: Apps, Mobile Data, Mobile Gaming, Mobile Phone, Operating Systems, smartphone, Telecommunications, Wireless, Cinema, Devices, Gaming, Handsets, Media, Messaging, Movies, multi-screen, Music, Services, Software, Transport, Video, Video Games, Apple, Google, Microsoft, MFA

This report is available to purchase with a credit card for $6999

Handset Data Traffic (2001-2017)

Nitesh Patel — Sun, 17 Jun 2012 23:00:00 GMT

The consumption of consumer media and messaging services on handsets, particularly web browsing, video streaming, games and applications will continue to drive data traffic from just above 1,800 PB in 2011 to over 10,370 PB by 2017. During this period average data consumption per user per month will more than quadruple from 40 MB to over 170 MB.

Keywords: Data traffic, network, SMS, mobile internet, mobile video, Traffic Data, Traffic Management, video optimization, Entertainment, Content Value Chain

This report is available to purchase with a credit card for $6999

Browsing and Video To Drive 475% Consumer Data Traffic Growth

Nitesh Patel — Sun, 17 Jun 2012 23:00:00 GMT

Apple Deals Blow To Handset Based Navigation Application Providers

Nitesh Patel — Tue, 12 Jun 2012 23:00:00 GMT

On 11th June 2012 at its Worldwide Developer Conference (WWDC) Apple announced its own map application for iOS6 handsets will now be supported by its own mapping service, effectively removing its dependency on Google's map platform. Furthermore, Apple has added 3D mapping capability, a feature that has been absent in its previous mapping applications. Apple also introduced free turn-by-turn navigation, thus closing the competitive gap on Nokia and Android licensees, which have bundled free navigation onto respective smartphone platforms since January 2010. In this insight we examine the market implications of this move.

Keywords: Navigation, Maps, Google, Apple, Nokia, 3D, location based service, LBS, Location, Apple, Nokia, TomTom

Facebook and Messaging: Threat or Opportunity

Nitesh Patel — Wed, 23 May 2012 23:00:00 GMT

The role of Facebook in OTT messaging should not be ignored, despite the hype around "independent" services such as WhatsApp. Does Facebook Messenger, launched December 2011, along with the core messaging and communication features of the main Facebook app and website, represent a considerable threat to carrier messaging? What is Facebook's scale? How is it used by consumers? What rich features can carriers, OEMs and others learn from? And what's next for the seemingly ubiquitous and unstoppable social network?

Keywords: Facebook Messenger, Facebook, WhatsApp, Instant Message, Messaging

This report is available to purchase with a credit card for $1399

Revenue Sharing Vital To Google Wallet Survival?

Nitesh Patel — Mon, 09 Apr 2012 23:00:00 GMT

NFC technology promises a mobile contactless payment ecosystem, allowing consumers and businesses to pay in retail locations with a single phone tap, making NFC wallets a leading mobile payment solution. Based on these expectations, Google and Sprint raced ahead to launch an NFC-based Google Wallet solution last year. However, sales of Google Wallet phones have been weak and disappointing. Why has Google Wallet not taken off? How many Google Wallet phones have been sold and activated in the United States? What should Google offer major operators, like Verizon Wireless or Orange, to optimize the future success of Google Wallet?

Keywords: NFC, Google, Google Wallet, ISIS, AT&T, Verizon, T-Mobile, Sprint, Payment, Mobile Payment, m-payment, Orange, Citi, First Data, Content Value Chain

Global Mobile Media Forecast 2001 - 2017

Nitesh Patel — Wed, 04 Apr 2012 23:00:00 GMT

Synchronica & NewPace "Joyn" to Enable Operator Fight Back In Mobile Messaging

Nitesh Patel — Tue, 06 Mar 2012 00:00:00 GMT

Strategy Analytics believes Synchronica and NewPace's hosted Rich Communications Suite (RCS) platform will provide a significant boost to the deployment of operator real-time messaging services over the next 5 years, by removing the requirement for operators to upgrade to an expensive IMS core network; a significant barrier to RCS roll-out. At Mobile World Congress (MWC) the GSM Association (GSMA) announced operators in France, Germany, Italy and Spain will launch commercial RCS based services by the end of 2012, which will carry the consumer brand 'Joyn'. With momentum behind Joyn building Strategy Analytics estimates the global number of users of RCS-e based instant messaging to expand from just below 115 thousand in 2012 to over 210 m by 2017. Operators must move quickly to introduce RCS, or increasingly risk losing relevance in mobile messaging as smartphone penetration continues to grow and users turn to 'free' and feature rich over-the-top (OTT) messaging services.

Keywords: Synchronica, NewPace, RCSe, RCS-e, RCE, IMS, Joyn, Rich Communications Suite, Messaging, WhatsApp, Blackberry Messenger, OTT

Mobile Payment Momentum Builds But Major Challenges Remain

Nitesh Patel — Wed, 30 Nov 2011 00:00:00 GMT

During November 2011 the GSMA announced that 54 operators have signed up to its Pay-buy initiative aimed at placing the carrier (and SIM) at the heart of proximity based mobile transactions. In June 2011 Google launched Google Wallet in the US, supported by Sprint and a single NFC handset, Google's Nexus S 4G. Strategy Analytics expects momentum behind mobile payments to continue in 2012, helping to improve the case for merchant acceptance and participation from service providers (e.g. banks, public transport providers, and retailers), albeit slowly. Strategy Analytics expects the market will take time to build, with the number of consumers using their mobile phones to make proximity payments reaching 105 m and spending a total value of $34 B by 2015.

Keywords: NFC, mobile payment, ISIS, Google Wallet, Google, m-payment, proximity payment, contactless payment, Content Value Chain, Location

Mobile Money is a Major Opportunity, But Not Without Partners

Nitesh Patel — Wed, 21 Sep 2011 23:00:00 GMT

Mobile money incorporates a range of different technologies and business practices, but mobile funds transfer represents a particularly attractive opportunity for mobile operators. This includes international and domestic remittances of funds to and from individuals, as well as payments by individuals to businesses and disbursement of funds by governments and other agencies. Mobile operators bring some distinct advantages to mobile funds transfer, but are unlikely to succeed without strong partnerships and a favorable regulatory environment.

Keywords: Mobile money, funds transfer, forecasts, market analysis, mPayments, Financial Services, Government, Service Providers, America Movil, Telefonica, emerging markets, Messaging

This report is available to purchase with a credit card for $1399

Can Mobile Operators Succeed In Mobile Marketing?

Nitesh Patel — Tue, 30 Aug 2011 23:00:00 GMT

Mobile operator activity in permission mobile marketing services has increased over the past 18 months, motivated by the prospect of additional revenue streams, differentiation, and boosting customer stickiness. Strategy Analytics believes permission mobile marketing will remain a niche but growing revenue segment for operators. To maximize the opportunity carrier opt-in services must attract a large base of users and leverage relevant customer data to meet the needs of marketers seeking a highly targeted channel to engage potential customers directly. In markets where cellular users are highly fragmented across different carriers, collaborative efforts between operators will encourage marketers to use the operator channel.

Keywords: Strategy Analytics, opt-in marketing, mobile marketing, Velti, Blyk, O2 Media, HipCricket, Alcatel-Lucent, Content Value Chain

This report is available to purchase with a credit card for $1399

Is Rich Communications Suite (RCS) Too Little Too Late To Save Operator Messaging?

Nitesh Patel — Sat, 30 Jul 2011 23:00:00 GMT

The popularity of mobile instant messaging services WhatsApp, Kik, PingChat and Blackberry Messenger (BBM) has increased considerably over the last 18 months and is beginning to negatively impact SMS use in smartphone users. This trend will only continue as Apple plans to offer its own IM service, iMessage, as part of iOS5, and its competitors follow suit. Although five European operators (Orange, Telefonica, TIM, T-Mobile, and Vodafone) have announced plans to launch competitive IM services based on the Rich Communications Suite (RCS/RCSe) in key European markets from 2H 2011, Strategy Analytics believes roll-out must be accelerated and the feature roadmap enhanced in order to successfully compete against compelling third party IM services.

Keywords: Messaging, SMS, MMS, IM, instant messaging, WhatsApp, RCS, RCSe, RCS-e, KPN

Asia Pacific Mobile Messaging Forecast (2001-2016)

Nitesh Patel — Thu, 28 Jul 2011 23:00:00 GMT

Expenditure on consumer messaging services (SMS, MMS, mobile email and mobile instant messaging) will peak in 2014 at just below $41.8 B, before falling 2% by 2016. Outside of Japan, where email remains the dominant mobile messaging channel, SMS will continue to drive the dominant share of this expenditure and account for 73.7% of spending. In comparison Email, MMS and instant messaging will account for 19.5%, 4.7% and 2.1% of mobile messaging expenditure respectively. Asia Pacific will account for 34% of global expenditure on mobile messaging services.

Keywords: SMS, MMS, video messaging, picture messaging, email, instant messenger, IM, RCS, RCS-e, RCSe, Rich Communications Suite, WhatsApp, Blackberry Messenger, BBM, Messaging

This report is available to purchase with a credit card for $1399

Central & Latin America Mobile Messaging Forecast (2001-2016)

Nitesh Patel — Thu, 28 Jul 2011 23:00:00 GMT

Expenditure on consumer messaging services (SMS, MMS, mobile email and mobile instant messaging) is set to peak at just over $9 Billion in 2014, before declining 6% by 2016. SMS will continue to drive the dominant share of this expenditure, accounting for 86.6% of spend, with email, MMS and instant messaging accounting for 9.3%, 3.5% and 0.6% respectively. Central & Latin America will account for 7% of mobile messaging spend in 2016.

Keywords: SMS, MMS, video messaging, picture messaging, email, instant messenger, IM, RCS, RCS-e, RCSe, Rich Communications Suite, WhatsApp, Blackberry Messenger, BBM, Messaging

This report is available to purchase with a credit card for $1399

Central & Eastern Europe Mobile Messaging Forecast (2001-2016)

Nitesh Patel — Thu, 28 Jul 2011 23:00:00 GMT

Expenditure on consumer messaging services (SMS, MMS, mobile email and mobile instant messaging) is set to peak at just under $8 Billion in 2013, before declining 3% by 2016. Despite its commoditization SMS will continue to drive the dominant share of this expenditure, accounting for 85% of spend, with email, MMS and instant messaging accounting for 9%, 5% and 1% respectively. Central & Eastern Europe will account for 6.4% of global mobile messaging spend in 2016.

Keywords: SMS, MMS, video messaging, picture messaging, email, instant messenger, IM, RCS, RCS-e, RCSe, Rich Communications Suite, WhatsApp, Blackberry Messenger, BBM, Messaging

This report is available to purchase with a credit card for $1399