11/10 Branded services and MVNO's instead of vertically integrated carriers
Maybe the japanese story can not be repeated, not even by Vodafone. At least Tapio Anttila thinks so:
CTIA (see also: CTIA) will transform in the future increasingly into a B2B industry show, serving consumer-facing verticals as the dreams of the carriers about becoming media companies gradually fade. Branded services and MVNOs will become the obvious choice for grabbing the attention of the consumer, just like fast-food chains and cappuccino-cafes populated the streets of East Berlin after the iron curtain fell.
Taken from «MEOW! Mobile Entertainment Opportunity Watch» Newsletter
11/10 A TV Nation gets Mobile Video
The Coming Mobile-Video Deluge is talking about Qualcomm's MediaFLO project
Even with just a chunk of the market, MediaFLO, due to launch in October, 2006, could be lucrative for Qualcomm in the coming years. Qualcomm is mum on its pricing plans. But even if it charges only $1 a month per subscriber, that could add up to more than $120 million in revenue in 2007 alone. Qualcomm has announced plans to spin off the MediaFLO business into a separate company once it's established.
Businessweek sees mobile video taking off in the US. Maybe it needs a TV nation to go directly from voice to TV bypassing text messaging altogether.
Mobile video is set to take the wireless industry by storm (see BW Online, 12/1/04 "TV Phones Prep for Prime Time"). The U.S. mobile video user base may balloon to more than 20 million by the end of 2007, up from less than 1 million today, says Albert Lin, an analyst at American Technology Research (ATR). Assuming each subscriber pays $5 a month for such services, that would translate to a $1.2 billion market.