From the monthly archives: June 2010

Understanding the Emerging Market

by Raj on June 24, 2010 · No Comments

I recently gave a talk on some emerging market trends and themes and I figured it’d be good to share them here. With all the focus on 3G data caps and smartphone penetration, we still forget that regions like Brazil (beyond emerging market) still only have 4% data penetration and some parts of Africa (eg [...]

Continue Reading →

OEMs, Please Choose

by Raj on June 10, 2010 · No Comments

I recently did a mobile trends presentation and this is one of the graphics I had created   OEMs, please choose? Which side do you play on?

Continue Reading →

Understanding PDE (Positional Determining Entity)

by Raj on June 10, 2010 · No Comments

In the past 2 years, the industry has finally moved beyond LBS as a category to LBS as a feature. As stated previously, “What app wouldn’t be more useful with location?”! What’s misunderstood in all of this is how location is retrieved by the app and what this means. E911 (government mandated subscriber location lookup) [...]

Continue Reading →

Has the Power Shifted Back to Operators?

by Raj on June 10, 2010 · No Comments

Over the past few years, we’ve seen the OEMs (including platforms) take a more and more facing role to end-users. The OEM controls the App Store; the OEM has the direct consumer app billing relationship; the OEM is launching new services that often are in direct conflict with existing services that operators have managed for [...]

Continue Reading →