Coolpad’s management made several positive comments regarding its 4G smartphone progress and online store sales expansion: reaffirmed its 2014 annual smartphone shipment target of 60mn; it expects 2014 smartphone market share to surpass Lenovo and it would become the second largest smartphone vendor in China with market share at around 13-15%. Coolpad expects to boost its online store shipments to 20mn (including all shipments made online in 2014 vs. our estimate of 6.7mn that only includes its sub-brand Great God) from 50k units in Read the Full Article
With the $19 Bn acquisition of Whatsapp by Facebook, investors across the world are in Hunt for high growth Internet Companies. Here are some thoughts for Entrepreneurs to venture and get multi-bagger returns.
How to stand out in B2B Market Segment ?
The two key areas that will help internet companies stand out in B2B platforms: (1) the provision of services for small and mid-size companies, particularly in the food and MRO markets, where there is still significant scope to move online, and (2) dominant cost performance or an extensive Read the Full Article
Over The Top (OTT) Mobile Apps like WeChat, Viber, Skype, WhatsApp are all set to disrupt the Telecommunications industry as they virtually create one Big Worldwide Telecom network without the hassle of any regulatory body or cartel akin to something like the Internet (indeed these Apps use the Network Data Layer for communication).
We’d like to Demonstrate the OTT impact on larger and smaller operators. Pre-deominantly, in the telecom industry, Interconnection regime still exists but as seen in developed countries we are in a Fading Interconnection Read the Full Article
The increasing penetration of Viber, WhatsApp, Line, Skype, WeChat and other OTT Apps with Voice & Messaging Facility with push of a button using the underlying IP Data Network is a big threat to the Telecom Companies Voice Revenue Stream.
How quickly will this potential threat crystallise? Very importantly, for customers to make OTT voice calls, they will need to be in areas served by 3G coverage, and have 3G smartphones (and the app downloaded). This gives markets with low smartphone penetration some time to adjust pricing should the competitive environment allow this sensible move, but there could still be a near-term revenue disruption as smartphone penetration rises. Operators also receive some protection from relatively low voice price points, and in some markets, notably China, regulatory protection can also be expected.
The potential change in the mindset is that rather than this representing an opportunity for data revenue growth, this could represent a threat to Read the Full Article
Chinese Internet Giant Baidu, started 2014 with trends that are not unfamiliar to the market but in a more extreme way: strong revenue guidance showing acceleration, partly due to acquisitions, while margin outlook indicating more aggressive marketing to grab mobile market share in addition to a drag by loss-making subsidiaries like Qunar and video. As more advertisers are ready for mobile marketing (60% with mobile landing pages) and Read the Full Article
You already know that mobile has been and will likely continue to be the key driver of growth, innovation and disruption in the Internet sector. But, for mobile to develop into a sustainable and viable consumer platform, we believe a vibrant advertising environment must also develop. As the largest category of desktop ad spend with >40% share, it makes sense that search should be a meaningful part of the mobile ad equation. For Google, Read the Full Article