Showing posts with label Android. Show all posts
Showing posts with label Android. Show all posts

Tuesday, December 7, 2010

Breakdown of Facebook App Installs For My Social Graph

Motivated by a recent blog post on Mobile Inc, I decided to leverage some readily available data from Facebook to get a rough indication of which mobile operating systems were most popular in my social graph. What the chart above represents is a breakdown of the Facebook App installs completed by my Facebook friends, as a percentage, for the various mobile operating systems for which an app is available. The actual number of installs is a bit higher than the number of friends I have because many have multiple handsets... or have recently transitioned handsets (the old install still gets counted). Of course, what this doesn't capture are all those good folks who access the site through the mobile website or the full website (which I often do, frankly) from their phones... which presumably includes all my friends who are Nokia devotees. I'd love to hear some feedback to learn how many of you fall into this category and to learn what your social graph breakdown looks like.

Here are the raw numbers:

438 iPhone
336 BlackBerry
82 Android
11 WebOS
11 Samsung
10 Other
------------
888 Total

Friday, November 5, 2010

Saturday, October 16, 2010

Recent Cabana Mobile Facebook Page Updates

I hope you guy are all following & LIKE the Cabana Mobile Facebook Page. For those of you who've been missing the fun 'cause you're snoozing at the keyboard, been too busy raising your next round or are conscientiously objecting to social networks (resistance is futile), that site includes all my blog posts & more quick commentary. It's like super-tweets about articles I find interesting and more brainfarts on the mobile/digital entertainment space in general. Check it out. Meanwhile here's a list of some recent posts...

10/16/2010 Re: Fast Company article Should Albums Cost $1.50?: "Consumer me loves the idea of a $1.50 album & MBA me sees the value of inefficiencies being taken out of the system across media as a result of consumer/OEM-centric digital distribution business models. That said, all of us vested in content should be wary of the rapid race to the bottom in terms of pricing. This will inevitably lead to less content being created, fewer risks being taken and the loss of thousands of jobs. Deflation is a dangerous spiral... once consumers begin to believe that content will be cheaper (or free) in the future, they get really good at keeping their wallets in their pockets."

10/15/2010 Re: Gameloft sizzle reel on YouTube: "Will the Samsung Galaxy Tab & the availability of quality game apps prove that the tablet market isn't only about iPad? What will the paid conversions on these impressive Gameloft's teaser apps look like if they rely on Google Checkout?"

10/15/2010 Re: Tweet from Google exec Mike Steib: "Perfect tweet to sum up Google's mobile business from Mike Steib: "$1B.""

10/15/2010 Re: Mobile Entertainment article Full Angry Birds Android game goes live on GetJar... for free!: "Interesting strategy. When a red-hot developer believes that the best path forward on Android is to give their trophy title away, sell some ads against it and figure out in-app monetization later, it really manifests the dire state of paid app monetization within Android Market. Frankly, I'm worried that this approach will just further contribute to price erosion in the overall mobile content space... but I'll be happy to be proved wrong by some mindblasting freemium success stories (outside Japan/Korea) in coming quarters. Meanwhile I'm getting the app for my Nexus One as soon as GetJar's site is back up."

10/14/2010 Re: PocketGamer.biz article Opinion: Why ngmoco is worth the $195 million DeNA might actually pay for it: "Perhaps DeNA isn't actually overpaying for ngmoco... what do you guys think?"

10/14/2010 Re: Business Insider SAI video interview with Gene Munster: "Piper Jaffray analyst Gene Munster stands by a 12-month price target of $390 for Apple and tells Business Insider that "Apple is in the best position of any technology company" for the next decade... assuming Jobs is at the helm."

10/14/2010 Re: The Register article When Dilbert came to Nokia: "Apparently the matrix organization structure that Nokia trumpeted for years played a large role in stifling product innovation..."

10/13/2010 Re: PocketGamer.biz article Opinion: The ten next best acquisitions in mobile gaming: "Nice opinion piece from Jon Jordan. I think Digital Chocolate is missing from this list... who else should be on the radar?

10/13/2010 Re: Mobile Entertainment article The numbers behind DeNA's ngmoco acquisition: "‎$403mil buyout on $3.16mil 2009 revenues & net loss of $10.9mil (significantly lower than I had guessed). Am I missing something or this just stupid?"

10/12/2010 "Yahoo! has $1.2bil in the bank, their embattled CEO is due to take a big swing & they haven't done anything crazy in mobile for years... just sayin'"

10/12/2010 Re: TechCrunch article Kleiner Perkins Harvests Over $100 Million From Ngmoco Acquisition: "Things are about to get super-extra-frothy..."

10/12/2010 "Google has got to fix Android Market if publishers of quality paid apps are going to support (or continue to support) the platform... buzz at CTIA was that despite impressive market penetration Android is still almost meaningless to publishers from a revenue perspective. Anybody experiencing anything different?"

Friday, September 10, 2010

Gartner Mobile OS Market Share Forecast Through 2014

Click here to read Gartner's release associated with this table.

Wednesday, July 7, 2010

Friday, May 28, 2010

The Good The Bad & The Ugly In The Mobile Content Ecosystem May 2010

This segment, which covers my current perception of the state of select companies and business sectors in mobile entertainment, will be a recurring feature on Cabana Mobile. You'll notice dynamism in terms of the companies covered and where they fall within these categories, over time, as my inputs change. Let me know if you agree or disagree with my opinion... and tell me what other companies/categories you'd like to see on this list.

THE GOOD
  • DeNA - Japanese powerhouse, fueled by the uber-successful Mobage-town social mobile games portal, has over $500mil in annual revenue, $125mil in profits and over $350mil in cash. These guys could roll-up several major western games publishers in a heartbeat if they were so inclined.
  • Gameloft - the French publisher, always a high quality player, has been on its iPhone game from the start and now derives a full 21% of their revenues come from the AppStore... which is (for better or worse) the only game in town in terms of paid mobile content. Gameloft is proof that you can turn a super-tanker in rough seas.
  • GAMEVIL - South Korean game publisher has 2 things going for it... great capabilities with micropayment model games in its home market and a focus on high-quality builds that are conducive to smartphones. These guys regularly deliver solid profits and have a market cap that must make many of their bigger competitors very envious.
  • Millennial Media - It's no secret that I've always had a healthy level of skepticism about the value of the mobile ad networks. That said, there ain't no denying that the biggest, and one of the best managed, of the independents is in a super-sweet spot in light of Google's $750mil acquisition of AdMob and Apple's $275mil acquisition of much smaller Quattro. Rumors have been swirling for months that Microsoft is in the hunt.
  • Firemint - smart, lean Australian games developer, turned iPhone publisher, is one of my favorite content success stories of the smartphone revolution. Flight Control and Real Racing have been true phenomena on both the iPhone & iPad. The big question is, of course... what's next?
THE BAD
  • Glu Mobile - this quality mobile games publisher, that I once called the "barometer of the health of the mobile entertainment space", has been struggling to evolve from a carrier-focused, licensed IP based company, into a smartphone savvy developer of original game franchises. They're currently going through a painful right-sizing process and experiencing declining quarter over quarter revenues. Cash is a severe pain point and their market cap (under $40mil) is currently 11% of rival Gameloft's.
  • Carrier Decks - remember way back when (2years ago) when Get It Now! and MEdia Mall (and their ilk) used to be like WalMart and Target for mobile content? Well unfortunately the smartphone revolution and Apple's retail smarts have shifted that paradigm... big time. Publishers now routinely report alarming declines in their carrier-based revenue. I doubt the tide will turn back, unless operators focus their efforts on curating and facilitating billing for paid Android apps... 'cause that's a growing mess they're in a position to fix.
  • Motricity - back in January this veteran, Bellvue, WA based, carrier content platform management company made its intentions known to the SEC that it wanted to go public. Lots of folks in the industry were shocked by the timing, considering the the general state of the IPO market, current conditions in the carrier deck business, the very substantial losses Motricity has racked up over the last few years and the fact that 74% of its revenues come from 2 companies.
THE UGLY
  • GetFugu - when your stock price is under a penny, you have to take a bridge loan for $170k & after 6 months your one app has only 333 mostly poor ratings in the AppStore, that's kinda ugly. Even the micro-cap day trader crowd is way over it. It's hard to believe that this company will survive the summer.
  • NeuMedia (f/k/a Mandalay Media) - the owner of Twistbox & AMV has always had an identity crisis; is it an adult entertainment or a games company? Recent exec & board defections and a cash-balance triggered notice of default indicate to me that they may not have to struggle with this issue too much longer.
  • Off-Deck Mobile Portals - before the smartphone revolution this was a red hot space, with power-players like Thumbplay, Flycell & Jamba/Jamster vending recurring ringtone & graphics subscriptions, to under-supervised kids. After paying $120 bucks over a year for those 3 Young Jeezy tones and a blingy pot leaf screensaver, most suckers (or their parents) got a clue.
THE QUESTION MARKS
  • Zed - the Spanish personalization giant has been like The Borg for the last couple of years, sucking up companies left & right, and diversifying into myriad content plays... including TV production. Though privately held, they used to brag about being the biggest mobile content company in the world, claiming revenues over $800mil!... but I haven't heard a lot of bragging recently.
  • Buongiorno - this Italian mobile personalization & services goliath still has revenues in the $300mil range, but their revenue has been on a downward trajectory as the company's content offerings get a little long on the tooth and it tries to figure out how to be relevant in a smartphone world.
  • Index - this longtime Japanese content powerhouse, whose mobile group is perennially in my Top 5 by revenue, seems to be faltering a bit. Their one time bid to be a global player, by virtue of a North American & European buying spree, flamed out and now they're fighting to stay relevant in a home market where the iPhone and Android are gaining traction.
  • Android Paid Apps - as I alluded to earlier, this is a mess. Considering how quickly Android handsets (and soon to be tablets) are proliferating across carriers, this should be a huge opportunity. However, Google's disinterest in managing their store & consumer resistance to setting up Google Checkout accounts, have really stifled Android's paid app potential. I think it'll be up to the carriers to fix this problem.
  • Ovi - Considering Nokia's 2.7% marketshare in the US this won't be a factor here for a long time. In the rest of the world there's more hope, especially considering some recently promising download numbers, and the appointment of industry vet Bryan Biniak (a guy who I know understands content) to run Ovi Publish. Frankly I'm more bullish on Ovi now than anytime in the last year.
  • Augmented Reality - Boy, I was really excited about this space for awhile, particularly apps like Layar... but I'm definitely not feelin' it right now. AR still seems more like a novelty than a necessity.

Tuesday, March 30, 2010

Wha'ppen At CTIA Spring 2010?

Hey guys, sorry for the extended hiatus... lots of traveling, lots of projects... all good stuff, except that it has meant that I've neglected the blog.

So what the heck happened at CTIA in Las Vegas last week... besides some age inappropriate behavior fueled by Vodka-Redbull? Here are some highlights, that I'll add to throughout the week as I think of more...

Stinkin' Badges. In a somewhat pathetic attempt to stay cool with the kids, CTIA created a purple-carpeted Apps World zone on the show floor, complete with a "Developers Clubhouse"... which turned out to be a good place for suits to adjust their insoles. As you can see from the exhibitors list there were very few top tier mobile content companies participating... weak sauce. But of course this has been the trend for years now at CTIA. As usual most content related meetings happened at suites in the Venetian or the Wynn... and maybe some in the maze of soul-less conference cubes in the convention center. Bottom line is that the show isn't really a content show at all, but it does provide a convenient, strategically located opportunity for mobile content types to see the carriers, technology providers and OEMs that the show is built around. For many, show badges are optional.

iPad, slates and tablets, oh my! Continuing the theme from CES, everyone was talking about these devices and the market potential they may create for content creators. Some OEMs were showing product publicly... some more secretly. I think App creators need to be a little cautious here. While I think some of these devices will become consumer phenomena, I don't believe that the consumer entertainment wallet is expanding. Dollars that flow into this segment will be be met with decreases in other areas... for instance, I think iPad owners will purchase Apps, games, books, subscriptions, etc. for their devices, but those same consumers will offset these costs by spending less on Apps for their iPhones and iPod touch devices. The biggest beneficiaries will be the e-publishers, who previously only had two viable distribution outlets, and the ad networks that have created products optimized for the platform. That said, early iPad sales buzz will surely help continue to fan the flames of hype.

WDA Keepin' It Classy. The venerable East Lansing, MI based mobile marketing and distribution agency Wireless Developer Agency (WDA) held one of their signature matchmaker dinners at Lawry's last Monday evening. CEO Konny Zsigo & crew put on a 1st class event, as usual, with free-flowing drinks, lots of great hand-picked, high level contacts to meet, a steak dinner, eye-candy, door prizes, transportation, etc. I've been attending these truly unique events since 2002 and I have to give WDA credit for facilitating introductions to many of my most important contacts and friends in this space. If you haven't been to one of these things before you should check it out, if you're given the opportunity. Basically it's a dance-card format, where attendees are matched up with contacts WDA believes would be valuable/interesting connections (they're usually right). An assigned, not-hard-on-the-eyes hostess makes sure you stay on task, and that everyone has plenty of beverages. Simple idea, well executed, super-effective, fun and useful.

Bad-Ass Android Devices. Best in show were the super-sexy Samsung Galaxy S, with its 4" super AMOLED screen (see image below), and the HTC EVO which Sprint is launching as the first US 4G handset. From a device perspective Android is kicking ass... particularly Microsoft's. The boys & girls from Redmond must seriously be regretting their decision to push of Windows Phone 7 to the end of the year about now. Speaking of competing operating systems, I'm not sure what Samsung's decision to release their coolest phone on Android, as opposed to their self-hyped, proprietary, bada smartphone platform means... but it should definitely give developers and publishers some pause about supporting bada.

Android Ecosystem. There continues to be a lot of vocal concern from content developers and publishers, particularly on the paid side, about anarchy on this platform. Google is doing nothing to manage the quality of the apps in Android Market, billing through Google Checkout is considered non-optimal at best, Google is putting all the customer service burden on publishers and they haven't mitigated OS fragmentation. Everyone is excited about the growing install base on Android, but as I've said before and as recent data about Nexus One sales reveals, Google has no track record as a merchant. This is a non-trivial matter when you're trying to sell physical or digital goods, and frankly Apple has set the benchmark. Google had better ramp up its capability in this area quickly. Meanwhile those operators who have created a curated, carrier-billed, store-within-a-store on Android Market are claiming they are outselling the broader store by multiples of 10 or more. Perhaps this is the path forward, and Google has no plans to sell direct in the longterm.

PUSH N900 Mod. Nokia wins most creative award for a display they put together highlighting contestants who participated in challenge to use modded N900s and its Maemo open source software to created unexpected innovations. This results (see example below) demonstrate how a connected smartphone really can be a remote control for both the virtual and physical world. This made me think a lot about the potential for a connectivity protocol that would give users the option to control his/her environment from a smartphone. Imagine if you were prompted to connect your phone to your hotel room when you walked in the door and you could use it control temperature, lights, shades, etc... or if when you walked into fast-food restaurant you could immediately order and pay from your device. The possibilities are endless.


Sausage Fests. I must say that ever since the music labels scaled back their participation in, and extracurricular events at, the show (you know, since the ringtone market crashed) it seems that CTIA's parties are more male-skewed than ever. I'm not exactly sure why this is, but I do know that it takes the dancing option off table at most of these events... transforming them into cocktail mixers with music loud enough to prevent you from hearing what anyone has to say. Just nod and smile. I spent one night running around with a crowd, chasing something cooler all over town. It was a fool's errand... but we had some fun trying. That said, props to Zed, DivX and whoever threw that party at Tao on Tuesday night for top parties of the week.

Monday, March 15, 2010

Potentially Cool Concept For Mobile Content Kiosks?



This neat SXSWi demo by Cynergy software of their vision for the news stand of the near future using a tablet/eReader, a Microsoft Surface and their slick software, got me fantasizing about the applications for mobile phone content. This would be a really interesting alternative distribution channel for apps at airports, retail stores, movie theater lobbies, carrier stores, etc. Dontchathink? It would provide an especially compelling shopping experience if consumers could first see a comprehensive video demo of an app's functionality prior to purchase. Android & BlackBerry content aggregators... get on it!

Friday, March 12, 2010

2010 Will Be Remembered As The Year of...

The results of my latest poll are in... and considering that 2 of the most popular responses show that readers believe that 2010 will be remembered as a year of "pain" and "consolidation" it's pretty clear, despite consumer smartphone exuberance, the general mood amongst those that provide content for those devices is pretty negative. I must say that this echoes the majority of sentiment (with several notable exceptions) that I heard from mobile games publishers at GDC this last week. Competition is intense, iPhone growth is not offsetting carrier declines, price erosion continues on iTunes and no other smartphone platforms are close to providing meaningful revenues yet. Basically we're going through the mobile equivalent of a console upgrade cycle... where consumers (particularly those with a propensity to buy mobile content) are rapidly moving to sexier hardware. The problem is that the content distribution channels are developing unevenly, with business models that don't necessarily play to the advantage of incumbent players. No doubt the landscape of top performing companies in mobile entertainment will look quite different a year from now than it does today.

Wednesday, March 3, 2010

Friday, February 12, 2010

10 Takeaways From Mobile Games Earnings Season

  1. iPhone performance is the success driver at the moment
  2. Android, Ovi, WinMo & BlackBerry are still super-tiny businesses
  3. The carrier-based feature phone gaming business is declining much more rapidly than anyone had anticipated
  4. Publishers are scrambling to add social networking features to their games
  5. It's inadvisable to go through a protracted CEO search/transition during a paradigm shift in your industry
  6. No one talks about their China strategy anymore
  7. Zynga and Playfish envy is pervasive... everyone wants a piece of the Facebook game app action
  8. Margins are still razor thin to non-existent
  9. There's a lot of exuberance around new revenue streams from iPad games
  10. Overall, the mobile games business is flat
Feel free to add your own in the comments...

Wednesday, January 20, 2010

The Mobile Hotness | Latin America | Courtesy of Matt Garlick

The 2nd installment in Cabana Mobile's series The Mobile Hotness covers some of the latest buzz and trends in Latin America, and is provided courtesy of Matt Garlick, Director of Latin America for global mobile marketing and content technology company 2ergo. Matt is based in Buenos Aires.
  • MEF Launches: The Mobile Entertainment Forum launches in Latin America with lead sponsors Playphone, Dada and 2ergo. Its first initiatives will be in Brazil, where the trade association will attempt to address challenges faced by content providers in terms of regulation, taxes, shortcode provisioning, etc.
  • Plaza Widgets: América Móvil (194mil subs) launches Qualcomm's Plaza widgets platform to streamline the creation of highly customized, lightweight, connected mobile applications, and (one hopes) simplify monetization…an interesting play aimed at providing subscribers with rich (quasi mobile internet) experiences in predominantly feature phone markets.
  • Android Devices: Motorola launched the Milestone with Personal in Argentina, Samsung and HTC launched Android handsets with TIM in Brazil, and HTC launched with Entel PCS in Chile…what will the iPhone vs. Android landscape look like a year from now in Latin America?
  • Mobile Advertising: At the end of 2009 Amobee began rolling out mobile advertising services across Telefónica’s Latin American operators while América Móvil partnered with MyScreen to deliver full-screen ads
  • Market Saturation: With 100% mobile penetration for Chile and Argentina in place, and Brazil predicted for 2010…carriers will be keen to better understand who their (pre-paid) users are and which pricing models and services help them retain or attract them as they begin to compete for the same customers.
  • Mad QR COWdes: Leading Brazilian interactive marketing agency pontomobi is hoping to enhance consumer awareness about 2-D QR codes by tagging cows in this year's Sao Paulo CowParade (see video below)... which is one of the biggest street art events in the world.

Wednesday, January 13, 2010

App Utility Across Smartphone Platforms May Be Equalizing

Craig Dalton over at Mplayit had an interesting post on his blog this morning highlighting some data his company just released from an activity survey of 42k visitors to their Facebook mobile discovery apps (e.g. iPhone Arcade) at the end of 2009. The company compiled the favorite apps of users across 3 smartphone platforms (iPhone, Android & BlackBerry) in 6 key content categories (excluding games)... and the results (see above) were remarkably similar. Craig's thesis is that, in terms of utility (in these categories), the platforms are beginning to approach parity for users. I think he might be on to something. Furthermore, reading this raised a question in my mind about a challenge the iPhone ecosystem may be beginning to face: At what point does the shear volume of Apps, many of them free and/or crap, on iTunes begin to make the platform less attractive to time constrained users who want to maximize the utility derived from their device? In other words... at what point is too much selection a bad thing? Let me know what you think.

Thursday, December 31, 2009

Some Predictions For 2010

  • The Nexus One and myriad other Android devices will launch with varying degrees of fanfare, but the Google devices in aggregate and the Android Market will continue to pale in the shadow of iPhone/iTunes as a consumer event due to inconsistent marketing, klugy app billing and OS fragmentation
  • Mobile marketing will graduate from the experimental stage, and become a core strategy component for several enlightened global brands
  • Several established mobile games publishers will either be acquired or file for bankruptcy protection... companies that could be in play during 2010 include: Hands-On Mobile, I-Play, Twistbox, Digital Chocolate and perhaps Glu Mobile
  • Apple will finally strike a deal with Adobe that will allow iPhone users to access content built in Flash through the browser, creating a boon for Hulu, Vevo, YouTube, MovieClips, et al
  • Apple will make eBooks and eMagazines available through iTunes for their upcoming tablet... but they will also be available for iPhone and touch
  • Nokia will scrap it's Comes With Music offering, will continue to struggle to make Ovi a meaningful consumer proposition and will see declining market share as it gets squeezed by Apple, RIM and Android devices on the smartphone front and by low cost Chinese manufacturers in developing markets
  • LTE & WiMax services will continue to roll out slowly, but 4G won't be a significant consumer event during 2010
  • Google Googles will move beyond Android and quickly establish itself as the world's most popular augmented reality application... leaving companies like Layar & GetFugu in its dust
  • The current Top 5 companies in my Cabana Mobile Entertainment Top 20 by Revenue (Zed, Index Mobile, UMG Mobile, MobiTV & Buongiorno) will all see mobile revenues decline during 2010. Smaller App-focused publishers will see the greatest revenue gains
  • Carrier-based App stores will make consumers yawn, but on a positive note they'll benefit the coffers of several advertising and identity/design agencies
  • An application developer, a credit card company and a major retailer will collaborate to launch the first commercial in-store mobile transaction service in the US
More to follow throughout the day...

Friday, December 4, 2009

Recent Mobile Tweets

So are you following me on Twitter? If not, here's a sampling of my recent tweets...
  • Get some Verizagra and trade hairdo for can do http://ping.fm/uWvui Wonder if Apple will think it's funny
  • PG.biz reports Nokia closing London flagship store http://bit.ly/5YVlGg Thought that was a brand not profit exercise... guess not
  • likes Twitter's new preview mobile site (mobile.twitter.com)... cause you don't need an App for that
  • thinks synergies, more often than not, are illusory
  • 'Twas the night before Christmas and Android was shipping | People's interest in iPhone rejections were slipping... http://bit.ly/4XSWVc
  • What do you think of my notion that 1 review gets posted per 100 Paid iPhone App downloads? http://bit.ly/5sd9VZ

Wednesday, December 2, 2009

Mobile Holiday Cheer From John Szeder

'Twas the night before Christmas and Android was shipping
People's interest in iPhone rejections were slipping

AdMob was bought and Marvel was too
and the execs have finally gotten off of the GLUU

Deck managers everywhere were feeling rejected
And to social games many developers defected

Can you make more from each user? That really depends
If you can convince them to invite 20 new friends

Then post some achievements into their feed
And send gifts to their pals 'til their eyeballs all bleed

But you can play it for free, it doesn't cost money
Unless you don't want your avatar to look funny

We take PayPal and Amex and retail cards at the store
Unlock some premium levels and pay us some more

So I have this to say, in my Free Holiday Poem: Lite
Send me a nickel today, and I'll wish you Merry Christmas tonight!

~John Szeder

Friday, November 6, 2009

Top 10 Games in Android Market October 2009

Clearly, Android Market still represents a pretty nascent business opportunity for mobile game developers/publishers and it's mostly the purview of very small shops... some using (I'll be nice) "borrowed" IP. With a couple of notable exceptions, the bigger players are not yet committing content in any meaningful way. That's bound to change very quickly.

Check out the Mobile Entertainment article today for more insights about games revenues in the Android Market app store.

Thursday, October 8, 2009

Key Takeaways CTIA Fall 2009


So I survived another CTIA, this time with my voice and (obligatory liver damage aside) my health intact. I was unsure how well San Diego was going to work out for the show, but I was pleasantly surprised. The Gaslamp District seemed cleaner and nicer than I'd remembered it... with just enough grit to keep it entertaining. While enjoying vodka martinis alfresco at Greystone Steakhouse a friend and I were treated to several rounds of hobo-karate street theater. But, overall I like San Diego better for CTIA than SF (and much better than Orlando)... plus it's drivable from LA. So what did I learn? Uh, not that much frankly... but here are a few morsels that you all might find interesting:
  • There was a significant amount of heat around Android, both from a device and content publisher standpoint. That said, publishers continue to have concerns about the lack of carrier-integrated billing.
  • Windows Marketplace for Mobile running on Windows Mobile 6.5 looked pretty slick and worked pretty well on the HTC Pure (AT&T). The application catalog is still kinda light, BUT this store does have carrier billing.
  • The Motorola CLIQ with Motoblur running on Android was my favorite new handset at the show. I spent a bunch of time with this device and was really impressed with the form factor, user interface and user experience. It looks kinda like an N97, only smaller and lighter. Motoblur is the best execution of desktop widgets that I've ever seen on a mobile device. For Moto's sake I hope that there's no hidden lameness.
  • There was a lot of buzz about the departures of respected mobile games industry veterans Greg Ballard and Jill Braff from Glu Mobile and about who their replacements might be. The general consensus is that management and the board have been at odds over the path forward for the publisher.
  • The rooftop bar at The Ivy hotel is definitely the best hangout spot in San Diego. But 207 @ the Hard Rock Hotel was the true hub of the show... SD's version of the W Bar in SF. BTW - almost nothing was happening on the actual CTIA show floor.
  • Billboard's Mobile Entertainment Live! should be re-named Mobile Entertainment Dead!... the event was a pathetic shadow of its former self.
  • Apparently, I need to revise some of my Top 10 Mobile Games Publisher WW numbers down... and if Sony Pictures' claim to mocoNews.net that they are the fifth largest games publisher in terms of downloads is to be believed, then perhaps I need to include them on the list (...but I suspect some more diligence is required).
  • I was distressed by how many industry veterans discussed leaving mobile. Many others were re-focusing their mobile efforts on the un-sexiest, most established mobile services (where there's actually some money to be made).
That's all I have for now, if I remember any more as I come out of the post-show fog I'll add it. Did anyone out there see anything mindblasting at the show that I missed?