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
India has the world’s largest base of young and middle class population with affordability to use the next generation communication services. India has nearly the second largest internet user base (~213m) in the world despite one of the lowest internet penetration rates (~15% vs world average of ~35%). Reliance Jio Infocomm management believes that with the increasing propensity to spend, India requires and commercially justifies the investment to build a world class digital infrastructure.
The blistering pace of growth in mobile data traffic globally (70-90% yoy; 10x by 2019) necessitates the need to expand and upgrade the network Read the Full Article
Tinder is arguably the most popular mobile dating product available today, with over 50mn users worldwide and over 1.2bn swipes per day.
Tinder is only available on mobile devices and is only available to users with a Facebook account. The company says
integrating with Facebook prevents potential identity fraud. The mobile app provides convenience to a complex process and allows people to browse and find dates in real time. Few other dating sites have a mobile app
Tinder eliminates dating friction and joining is easy. A user must only select a photo from their Facebook account as a profile photo on Tinder. Other conventional dating sites require users to complete long questionnaires as part of the sign-up process. Once set up, users can filter and browse pictures of people in the area and express an interest in a person by swiping across the screen to the right (Like) or left (Nope).
Arguably the biggest differentiator of Tinder and the Read the Full Article
The travel industry has seen disruption over the last 20 years with the advent of the Internet came the Online Ticket & Hotels Booking. However, with rapid penetration of SmartPhones and 3G/4G Mobile Broadband, Apps are leading the Innovation platform providing services and data what the potential consumer needs. If you thought StayZilla and Zo Rooms are the apps which help you find accommodation, think about TripHobo the complete Vacation Itinerary Planner.
TripHobo believes that customization of travel is the fastest growing trend and city tourism is the largest segment – accounts for 47% of the travel spend globally. TripHobo helps users plan their itinerary based on the trip planned by other users. It includes curated content (for example, best time to visit a place). This is live with 300 activities and the company should Read the Full Article