Themes from Mobile World Congress
Mobile operators, services and handset makers are diverging – they all come to the MWC but have increasingly little to say to each other as their businesses move in very different directions
In the context of -5% European mobile revenue growth, the MNOs at the MWC were a sober bunch, focusing on industrial services, defensive moves around messaging, and a (not unreasonable) plea to regulators for some relief |
Mobile, Telecoms |
March 2012 Access this report
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Nokia brings a new ball to the game
Nokia has launched its comeback with two very solid Windows Phone devices at €420 and €270. Next year Nokia, like Apple, will have handsets with uniquely appealing industrial design. However, Nokia will not launch in the USA until 2012 and needs to add cheaper smartphones to the portfolio
Nokia and Microsoft face a hard struggle in establishing a third mobile app ecosystem. However, it is not impossible (Google has managed it in 18 months) and given more devices and the right execution they could manage it |
Mobile, Technology, Telecoms |
November 2011 Access this report
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The mobile platform wars
In this report we outline the current state and likely development of the war between mobile platforms. We discuss installed bases and activity levels, the key issues facing Apple and Android, including Android fragmentation and Google's acquisition of Motorola, and go on to look at the tablet market and the outlook for RIM, Nokia and Windows Phone. |
Media, Mobile, Technology, Telecoms |
August 2011 Access this report
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Mobile user survey 2011: More smartphones, more usage of smartphones
The most dramatic observation from our survey is the surge in mobile data service usage: 48% of UK mobile users now use a data service at least once a month, up from just 30% last year. This increase is substantially all from the increased number of internet-centric smartphones (i.e. iPhone, BlackBerry and Android handsets) in the base |
Mobile, Telecoms |
June 2011 Access this report
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Mobile revenue growth and outlook Q1 2011
In this presentation we show our analysis of revenue growth trends for mobile operators in the top five European markets (UK, Germany, France, Italy and Spain). The historical analysis is based on the published results of the operators, although they include our estimates where their data is inconsistent or not complete. |
Mobile, Telecoms |
May 2011 Access this report
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Mobile revenue growth and outlook Q4 2010: Growth improves, but outlook deteriorates
European mobile revenue growth improved very slightly in Q4 2010, up by 0.1ppt in reported and 0.2ppts in underlying terms, but remained negative
While the improvement is welcome, growth remains very subdued compared to pre-recession levels, especially in Italy and Spain, which continue to lag the growth of the UK, Germany and France
The outlook for mobile revenue growth is bleak, with severe MTR cuts in Germany and the UK likely to drive growth down again over the next six months |
Mobile, Telecoms |
March 2011 Access this report
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Smartphones and mobile advertising
Smartphones are rapidly moving to become a majority of UK mobile handset sales, driving a surge in mobile internet use. Even if usage per user (currently growing) flattens out, we forecast mobile internet usage to grow from 1.8bn hours in 2010 to 7bn in 2015: 28% of total online time
This should drive the long promised growth in mobile advertising and we project UK spend, including search and display, will rise to £420 million by 2015, equivalent to 10% of PC internet search/display advertising |
Media, Mobile, Internet, Telecoms |
January 2011 Access this report
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The mobile internet, apps and the route to market
By 2015 we expect internet-centric smartphone penetration in the UK to reach 75% and mobile internet use to reach 28% of total time spent online. The dynamics and ecosystems of the mobile internet, and in particular the app model, will become a significant part of overall digital strategies
First seen as an interim reaction to slow networks and small screens, mobile apps have become a major new route to market for publishers and ecommerce providers, and are likely to spread to new areas |
Media, Mobile, Internet, Telecoms |
January 2011 Access this report
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Mobile revenue growth and outlook Q3 2010: smartphones surge, revenue doesn't
European mobile revenue growth improved by 0.8ppts in Q3 to reach -0.3%, but all of this improvement and more was due to easing regulatory pressures, with underlying growth actually declining marginally
GDP growth continues to improve year-on-year, but in the current low confidence environment underlying mobile revenue growth is not (yet) responding. Smartphone sales are surging, but their net impact on revenue is hard to discern |
Mobile, Non-UK Telecoms, Telecoms |
November 2010 Access this report
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Nokia Comes With Music: one hit wonder?
The Nokia Comes With Music (CWM) service bundles a music-centric handset with an unlimited music downloads service, allowing consumers to easily take advantage of their handsets’ music functionality, and have no need for a separate iPod
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Media, Mobile, Music and Radio, Telecoms |
October 2008 Access this report
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Nokia 3G Handset Launch
Last week Nokia launched its first 3G handset, the 6650. Or did it? Although the size, weight and price initially looked impressive, the handset has not really been launched (not until H1 2003), and technically it is not really 3G (the data rates are too slow). By the time the handset is actually widely available to consumers, GSM-only handsets will have a much better feature/price combination, with a 3G handset only appealing to laptop users who would probably prefer a data card anyway. |
Mobile, Telecoms |
October 2002 Access this report
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