Showing posts with label Nokia. Show all posts
Showing posts with label Nokia. 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

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?"

Wednesday, May 12, 2010

Stories I'm Watching From The Road

I'm traveling on business with a client, so I haven't had a chance to work on a post for the last couple of days. I'll have some new stuff by the end of the week. In the meantime, here are the stories that have caught my attention this week:
  • EA Mobile posted another strong quarter ($55mil) & fiscal year ($212mil), reinforcing their revenue leadership position mobile gaming (mocoNews story)
  • GAMEVIL continues to be red, red hot & profitable (earnings release). Glu Mobile execs must fantasize about this South Korean game publisher's financial statements
  • Nokia continues to obsess over their own structure and re-orgs for the 2nd time in 6mos (Mobile Entertainment story), losing one-time heir apparent Rick Simonson in the process (NY Times story)

Tuesday, April 27, 2010

Thursday, April 22, 2010

Nokia Rev & Net Chart | Key Challenges

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Here are some key challenges that came out of Nokia's Q1 2010 earnings report today:
  • Although Apple only sells 40% as many smartphones as Nokia, their sales grew much faster in Q1 (131%) compared with Nokia's (50%)
  • CEO Olli-Pekka Kallasvuo: "We continue to face tough competition with respect to the high end of our mobile device portfolio, as well as challenging market conditions on the infrastructure side."
  • According to mocoNews Nokia's content service revenues declined 12% compared with Q1 2009
  • NAVTEQ sales were up 41% compared with Q1 2009, but down 16% compared with Q4 2009
  • US market share has dropped to a paltry 2.7%
  • The first Symbian^3 device has been delayed until Q3 2010
  • Nokia expects revenues in Q2 2010 to be between €6.7bil & €7.2bil, which is either a 28% or 22% decline from Q2 2009
  • Nokia (NOK) stock was down more than 15% in early trading today

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.

Friday, February 26, 2010

WW Handset Metrics Q4 2009

Check out the full story on FierceWireless

Wednesday, February 24, 2010

Thursday, January 28, 2010

Nokia Last 9 Qtrs & Q4 Device Volumes By Region

The top chart is in millions. Q4 clearly represents an impressive recovery from recent lackluster reporting periods. The bottom chart is based on a total device volume of 126.9mil units or a 12.2% increase over Q4 2008. Check out more details in Nokia's earnings release.

Tuesday, January 19, 2010

Nokia Preempting Apple Hypefest With Jan 21st Ovi Press Event in London

I hope there's more to this than a platform announcement about Ovi 2.0 and a pre-recorded greeting from Dave Stewart or Spike Lee.

Monday, January 11, 2010

Dredging The CESpool For Cool

So, I'm back from Las Vegas with a lighter wallet, no voice, potential liver damage and some decent business prospects. Good show, good times. I've aways contended that it's hard to get perspective on the entire beast that is CES when you're on the ground, living it... but for what it's worth here are the things that I thought were cool, interesting or notable from the slice of the show I experienced:
  • First, props to the nurse at the First Aid Station at the Las Vegas Convention Center, who by virtue of providing me with an isopropyl soaked towelette was ultimately much more helpful rectifying my latest BlackBerry Bold trackball crisis than the charming yet useless folk in the RIM booth.
  • 3D TV is way cooler than I expected, especially the full HD version (1080p in both eyes). But, it is still hard to fathom kickin' it in active 3D glasses along with 22 of my closest friends during a Superbowl XLV, or a Superbowl L party for that matter. I think Samsung is on to something with the glasses-less solution. The good news in the short term is that excitement around this niche should make that sweet non-3D 55" LED set I'm coveting much cheaper.
  • Thanks Nokia booth guy for the great demo of the N900. Slick device. I particularly liked the social networking topscreen widgets (like MotoBlur) and thought the Flash 9 enabled browser was awesome. Now go and get yourselves a carrier subsidy you sillies.
  • Slates, tablets, eReaders galore... some like the Kindle except better, like Plastic Logic's Que proReader, and some that are more rich media friendly the the HP slate. There's a lot of froth and fear in this product sector that I'm convinced (and reliable sources I spoke with agreed) is about to be defined (on Jan 27th) by Apple.
  • I'm happy to report that based on the balance of parties there's evidence to suggest the AVN is virile of spirit (if not of revenue) in the face of potentially withering challenges that industry faces from an onslaught of free digital services and its cultural destigmatization. Didn't get to spend any quality time at that show, but I did get to attend one of the aforementioned parties courtesy of some cool folk at Gawker, and I was gonna say it didn't suck at all, but...oh never mind....
  • Android, Android, Android... the exuberance continued into the show following Google's Nexus One event last week. The fact that Flash 10 was announced to be coming to Android browsers didn't hurt. (Hopefully this will push Apple over the hump with Adobe). On the Android handset front I heard some strong positive buzz from industry insiders about the Sony Xperia X10 device (see demo below), that will unfortunately sell like 2 units in the US if the SE can't get any carrier love.
  • I like to say I'm into architecture, so I thought my mind would be blasted by the newly opened City Centre property... but no so much. I felt that it took some modern concepts from a dream team of kick-ass designers and plugged them into a tired LV model (set back hotels, promenade mall, etc.). Instead of feeling original and exuberant, it felt formulaic and strangely anachronistic given its embrace of super-premium Eurotrash retailers and it's cookie-cutter (though dark) casino. On top of that, several locals I spoke to expressed hatred for the already notoriously crap attitude of the staff. I did have an Eric Schmidt sighting there on Friday, which felt as much like a check-the-box as the property itself.
  • Samsung blew it on the mobile front by not showing their highly anticipated Bada S8200 featuring their Bada OS (yeah! another smartphone OS?). I think they had the most impressive booth at the show, but overall I must say their handset selection made me long for another Red Bull (without Vodka this time).
  • Unexpected superawesomeness in the form of the Schlage LiNK demo in the RIM booth. They have system where you can use your BlackBerry (or, presumably, any other web enabled phone) to remotely access and activate your door locks, temperature controls, lights and remote cameras in your house. While my initial thoughts tended toward hijinks, in retrospect this system may be one of the more useful innovations demonstrated at the show.
  • Lenovo had some bad-ass looking netbooks, including the tabletesque, capacitive screen S10-3t. But you know, in terms of netbooks that Nokia Booklet 3G that was deployed all over the Nokia booth maybe the netbook eyecandy du jour.
  • There was a lot of excitement about the Boxee Box (made by D-Link) that allows consumers to access the internet content on their TVs without a computer. Uh, er... wasn't that called WebTV? I'm not convinced I should be excited.
  • Sprint's Overdrive 3G/4G portable hotspot device has a lot of potential...like Verizon's MiFi but faster. However, it's not even worth considering in LA til almost 2011, when their WiMax network rolls out here.
I'll add more if I think of them... in the meantime I'd love to hear what impressed you. Let me know.

Tuesday, January 5, 2010

Nokia Execs View World Through Narrow Lenses

I have a recommendation...

Thursday, December 10, 2009

Will Ovi 2.0 Help Nokia Catch The App Store?


Earlier today I read Stuart Dredge's extensive, candid interview with Nokia's George Linardos about the Ovi store debacle, in which the VP of Product, Media & Games was refreshingly self-deprecating and obviously keenly aware that the store has deeply disappointed consumers and mobile content publishers. “We have screens in the office with the Twitter feeds running all day long, and it’s like constantly getting punched in the face!” he says... I probably threw a few of those punches and I have to admit it's kinda satisfying to know they landed (nothing personal, George). To the extent that awareness of a problem is half the battle to finding a solution, this is good stuff. In addition, the fact Nokia is in the final stages of building an all new infrastructure for Ovi, that will replace the current tape and glue version this Spring, is positively inspiring.

This interview confirms what we've all suspected for many months... that Nokia vastly underestimated Apple's ability to rapidly establish the iTunes App Store as the benchmark of mobile content retailing. But, despite the Finn's efforts to step it up a bit with a technologically enhanced Ovi 2.0, I feel pretty confident that Apple will continue to kick Ovi's ass for the foreseeable future. The "fruit company from Cupertino" accelerated out the gate like a bullet on a rail, and shows no sign of slowing, while Nokia hobbled onto the track and is just beginning to trot. Ovi claims almost 1mil app downloads per day with a 100% monthly growth rate, but as impressive as that sounds it's gonna be a herculean task for them to meaningfully compete with the App Store beast... with its 2bil downloads lifetime and 6.6mil per day, from a catalog of 110k Apps that's getting 10k new submissions per week. And then there's Nokia's crappy (and getting crappier) footprint in the US which, frankly, will make the job so much tougher. I recognize that Nokia has dominant share in much of the world ex US, particularly in some of the fastest growing markets. But, from a practical perspective the US market is really an ideal base from which to build a digital retail empire by virtue of its population, common language, developer community and culture of consumerism. That means Nokia will have to continue to build scale the hard way, from disparate territories with their own language/cultural issues that require multiple marketing and retail strategies, that are expensive and labor intensive to execute. This model creates a negative side-effect for publishers (especially those smaller shops that have benefited Apple)... who'll need to be convinced that it makes sense to deploy apps in 20+ languages before there's any meaningful sales volume. So bonne chance with that Nokia, and if you have the chops to successfully build scale this way you can shift your agida to Apple's other huge advantage... iTunes billing.

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

Monday, November 2, 2009

Layar Puts The Reality in Augmented Reality


There's a lot of giddiness out there about Augmented Reality (AR)... and (this time) I'm not talkin' about the kind you find on LA beaches or at Las Vegas nightclubs. This is the AR, experienced through an application on a mobile phone, that blends imagery of the world around you as seen through your device's camera (reality), with data about that world based on GPS, mapping software, compass, accelerometer, etc. (the augmentation). It's all very cool, very sci-fi stuff, that ostensibly has a lot of commercial potential... and companies like Nokia (who call their version Mixed Reality) have been playing with this technology (including extra-cool image recognition features) for yonks.

Media coverage of AR has really heated up in the wake of Layar B.V.'s launch of the first meaningful consumer version of this technology, Layar Reality Browser, on iPhone in early October (it's been on Android for months), followed by a Symbian launch last week. The Dutch start-up, which just got another $1mil in funding, looks at their application service as a platform (smart) on which developers can build different "layers" (basically mobile websites that sit on top of images). Users can customize these layers based on their interests, which is similar to what Google Maps is now doing with their mobile application (and funnily enough, they also call their augmentation layers). Currently Layar has over 183 layer partners, such as Yellowpages.com, Yelp, Wikipedia, real estate site Trulia, UC Santa Barbara campus map, etc. Monetization will come from advertising, sponsored layers and, presumably, affiliate deals.

The company claims, in a Venture Beat story, that its free application has been downloaded 250k times and that they have 100k unique users per week. Early consumer reviews in the App Store have been mixed, with a fair number of complaints about the App's UI design and its heavy tax on battery life. That said, most consumers seem genuinely excited about the possibilities of AR on the phones... and I tend to agree.
I think, if executed properly, AR presents a massive new opportunity for brands, content owners and venues, to leverage the unique features of the mobile medium, in order to reach consumers via opted-in, contextual marketing. AR should become a hyper-targeted, mobile specific extension of search marketing, and it definitely feels like a space that Google will eventually want to own. The ability of AR to realize this potential will, as always, come down to execution. AR application developers need consumers feel that these applications are useful and relevant in their daily lives, so that they become a regular part of their interactions with their devices, and take great care not to overwhelm them with gimmicky features or messaging that will make the applications feel trivial or overly promotional. I'm hopeful that Layar, or someone else, can pull this off artfully and I'm unabashedly super-excited to see how this space evolves in coming months.

Friday, October 30, 2009

N-Gage 1.0 Was A Taco, N-Gage 2.0 Is Toast


Mobile Entertainment & mocoNews both had good stories today covering Nokia's confirmation of what mobile games publishers had been buzzing about for months, and that I had anticipated back in July (truly the worst kept secret in mobile entertainment)... that the second iteration of Nokia's N-Gage (the SDK and services iteration) was well and truly dead. The plan is to roll all of the Finnish handset manufacturer's mobile games retail initiatives into the "dynamite" Ovi app store that you're all enjoying. The good news for Nokia is that they lost all their credibility with games publishers and content owners on this initiative a long time ago. The bad news is that they're not going to get many more chances to convince those stakeholders that they have the chops to play a meaningful role in the development of the mobile content business. Nokia desperately needs to start executing on services.

Friday, October 23, 2009

Unhappy Ovi Customer Gets Animated

Retailers know that satisfied customers generally tell 5 people about their positive shopping experience, but that 85% of dissatisfied customers tell 9 people about their poor experience, 13% tell 20 and, I guess, every now and again one gets so frustrated he makes a cartoon about it and posts it on YouTube to tell the whole world about it. Kudos to Ben Smith at The Really Mobile Project for creating this and MobileGamesBlog.com for making me aware of this gem.

Wednesday, October 21, 2009

Amazon MPS Could Enable Real App Store Competition

A couple of weeks ago, just before CTIA in San Diego, Amazon.com made an announcement I somehow missed in the cacophony of show announcements, but that just may come to be regarded as a watershed moment in the history of mobile commerce. The Seattle e-retailer, said in a press release, that it was opening up its 1-Click checkout service to mobile developers and distribution channels through a series of APIs and an "optimized mobile browser experience." They call the service Amazon Mobile Payment Service or Amazon MPS.

So why is this important? One of the key components of Apple's phenomenal, meteoric rise to success in the mobile content space has been their legacy billing infrastructure... iTunes. Think about it, how many companies have your credit card on file and have authorization to bill that card with one click of a mouse or the D-pad? Remember that the seamless, established billing relationship, inherent in operator billing, was what was sexy about mobile content (post-dotcom) in the first place... but unfortunately, it eventually became clear that operators didn't know how to sell content. Now that every handset OEM, Google, tout le monde is opening up an "app store" to prove that it can be a digital merchant, this basic component has gone missing. I think the notion that consumers will feel comfortable surrendering their credit card and opting-in to future billing in order to facilitate their first purchase on Nokia's Ovi Store, or that they'll gladly link that tired ole PayPal account (where's that password anyway?) to Blackberry App World, is hopeful at best. For most folks Amazon, like Apple, is in the billing circle of trust.

So finally it looks like there's a weapon in the arsenal that will allow the most ambitious mobile content retailers to do battle with Apple, without the carrier... at least on the billing front ('cause they still need to build a compelling retail experiences, by the way). The whole mobile content ecosystem (content owners, developers, publishers and consumers) is screaming for meaningful challengers to Apple's dominance. Without competition Apple will have free reign to define consumers' content options and dictate wholesale and retail pricing. My recommendation to Nokia, Samsung, RIM, etc. is to seriously consider Amazon MPS to help them fight the good fight in the interest of at least being a strong second player (because it ain't bad being Target)... or don't, and leave it to those savvy guys at Handmark, who have already implemented it, or to the series of application creators I've spoken with recently (who currently sell via WAP and online) who are keen to deploy this purchase mechanism within their own specialty retail stores.

Friday, October 16, 2009

Comes With Music Experiences A Difficult Takeoff

Music business news & strategy source Music Ally put a post up on their blog yesterday with some juicy details they obtained about total worldwide subscriber uptake of Nokia's vaunted Comes With Music service. Apparently there were only 107k activated user accounts, across the 9 territories in which the service has launched, as of July.

When Music Ally confronted Nokia with the unspectacular numbers a spokesperson for the Finnish handset maker bragged about their rapid multi-territory rollout plans, acknowledged the inherent difficulties associated with a business model paradigm shift (true that) and then said, with regard to these specific stats, that "per our longstanding policy we do not comment on industry speculation or rumors." I guess the numbers are accurate.
This appears to be yet another case (like Ovi) where Nokia is trying to roll-out a content service globally, before it's fully baked. I would suggest that they should have tested this model a little bit longer in the UK (and maybe in one developing market) to better understand consumers' propensities to adopt it, and the ability of retailers to sell it, before pushing it out to all of their territories. Unfortunately this plane has already taken flight... and perhaps that stalled engine under the left wing will restart itself, and if not, perhaps Nokia's mechanics can fix it in the air... right?

Thursday, October 15, 2009

Nokia Revenue & Net Last 8 Qtrs

€ Mils