Average ad revenue in the US per subscriber per year will be…. tada: $4.86. And that’s in 2013. So even if Carriers would get 100% of this – which they won’t – 40 cents per month additional revenue is not really the biggest opportunity. But there’s more to the game.
Whoever says that storage, hardware and bandwidth are ridiculously cheap by now should try and scale (and keep operating) cloud storage for 500k+ users – or roughly $23k per month for me. While economies of scale benefit ad-based business models, they also exponentially grow your storage costs – in the worst case for things no one ever wants to see again and you can not delete without driving away your customers.
Rich Internet (micro) TV portals with increasing interactivity are emerging. They include social as well as media immersion – more than just content, but a complete platform. The question is what telecoms can offer as a platform provider.
Germany is determined to have 75 per cent of all German households receive broadband speeds of at least 50 Mbps by 2014. Germany also heavily pushes DTT, 3G, 4G. Will 4G deliver 50 Mbps? And if not, what business model and usage scenarios under these circumstances will allow 50 Mbps fixed access for 75% of the population?
Berney Finucane is analyst of the Business Application Research Center (BARC). He is making a clear distinction between Software as a Service (SaaS) and web-based tools – which are not necessarily SaaS. He argues that with SaaS you could reduce server costs. But on the other hand this is an objective for general IT over all and not a BI-specific topic – in fact BI might be a prohibiting factor, as sensitive data is unlikely to be sent outside.
Deutsche Telekom Group CEO Rene Obermann just announced a major restructuring program: fixed-line and mobile communications businesses are going to be consolidated; future product development, IT and technology will be steered across Europe, procurement globally.
Deutsche Telekom’s International Carrier Sales & Solution (ICSS) division announced an partnership with Edgecast, a US CDN company. Telecom Ramblings’ Rob Powell wonders why they didn’t acquire Edgecast right away, and here come my 2 cents…
In a recent blog post Eric Pederson outlines “Eight Reasons Buying IT Now Is Critical”. IT is as strategic as ever. Trying to make do can be penny wise but pound foolish.
Many articles are touting 2009 as the year where open source mobile and open mobile (yes, there is a difference!) operating systems will mature. I seriously doubt that: the hype is far from over, there have been no failures yet, and I have not seen any merger and acquisitions yet.
Thomas L. Friedman: “John Kennedy led us on a journey to discover the moon. Obama needs to lead us on a journey to rediscover, rebuild and reinvent our own backyard.” That is true for telecoms, too.
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