The Indian wireless market is one of the fastest growing markets in the world, with an average of more than 6 million wireless subscribers added per month since June 2006. India is the world’s second-largest telecommunications market, with about one billion mobile subscribers as of mid-2015. Handset shipments in India have been rising strongly, at a CAGR of 29% over the past 10 years. India stood second in terms of total handset shipments, next only to China, in 2014.
Reliance Jio Launches LYF 4G LTE SmartPhone
Indian smartphone market will show 45% CAGR growth in next 3 years led by declining smartphone prices, increasing affordability, declining data tariffs and rapid deployment of 3G / 4G network. We expect Indian consumers to rapidly move away from feature phones to Read the Full Article
The size of device screens and deeper 4G penetration contributes to the growth of mobile streaming. The Ericsson Mobile Report, June 2015, estimates 45% of all mobile data traffic in 2014 was video. This leads to growing minutes of screen time usage, which should deliver higher volumes of data usage and increased mobile ad-revenues.
Recently, music streaming service provider Spotify launched a video clip streaming service. Based on research from GlobalWebIndex, almost 90% of Spotify users watch a video clip online, higher than Read the Full Article
Interactions with Telecoms / Internet companies who have received payments bank licenses indicates that their business model will be based onthree principles a) financial inclusion, b) partnering with banks and c) ability to ‘burn’ to ‘scale-up’. Telcos have a head start with their large customer base.
Over the next 12-18 months, 11 payments banks will launch banking operations. We understand that they will focus on the unbanked and underbanked customers in rural areas as well as low-income-urban-customers rather than higher-end customers who will Read the Full Article
Even though the smartphone market is maturing in terms of growth rates, Apple’s value generation opportunities will increase as we enter the era of the Internet of Things (IoT), which we view as the next mega-trend.
With IoT, the smartphone becomes the gatekeeper to one’s home, car, health, and bank account – adding a lot more value (and risk) than its earlier uses. For example, in 2010, we used our phones for communicating, getting information, and entertainment. In 2020, we’ll be using them for all of that, as well as many more critical tasks – e.g., unlocking the doors and remotely monitoring our homes and cars, tracking our children and pets, making payments, managing our health – activities that place the utmost premium not only on the robustness of the device, but also on the Read the Full Article
India’s Local search Engine JustDial has announced today that it has launched its revamped Search Plus (SP) Android App on the Google Play Store for users. It has also submitted its new iOS App to Apple App Store and expects it to go live shortly. According to Just Dial, its new multi-purpose Search Plus app is aimed at enhancing experience for its users by providing a one-stop online solution for a variety of user requirements pertaining to information retrieval, search, and online transactions.
We expect JD to launch promotional Read the Full Article
Facebook reported another upside quarter with above Street revenue and EPS driven by strong advertising segment growth (ad revenue growth was stable at up 55%. User monetization increased with ARPU up 23% y/y to $2.76 reflecting higher usage and better average ad pricing.
Messenger users grew significantly in 2Q at 700mn vs. 600mn in 1Q and 500mn in 4Q, increasing its monetization potential. Management highlighted that Facebook, Messenger, and Instagram users spend 46 minutes per day on average (ex-WhatsApp) on FB sites and that engagement grew across all platforms.
Ad formats and products that drove ad revenue Read the Full Article