the impact of mobile web 2.0 on the telecoms industry

0 Copyright : Futuretext Ltd. London

The impact of Mobile Web 2.0 on the Telecoms industry

Web 2.0 Expo - Berlin

[email protected]

Nov 2007


Ajit Jaokar - many hats

Ajit Jaokar

UK based - Hands on Publisher (futuretext) - Author (Mobile Web 2.0) - Chair: Oxford University's Next Gen Mobile Applications panel - PhD student UCL/UK

Recent and forthcoming talks includeStanford University - MIT SloanWeb 2.0 expo - Ajaxworld The Scoble show - CNN money BBC - Oxford University, Heise, Inc The O Reilly radar, European parliament

Global top 20 wireless bloggerAccording to fierce wireless www.opengardensblog.futuretext.com


Ajit Jaokar - alliances ..


Roadmap ..

• Social networks and mobile

• Impact of social networks on business models

• The changing nature of the Telecoms industry

• Mobile Web 2.0 and the deep blue sea problem (uniqueness of mobile)

• Interactive

• Accent

• Verbose.


Goals??


Roadmap ..

• Social networks and mobile





Tectonic plates ..

Media, Telecoms and Internet


Don’t forget the web in Mobile Web 2.0 because Web companies are driving the future of Mobile ..

Mobile Web 2.0


Anyone for Apple Pie?

The era of the Networks - 2000 to 2007

The era of the devices and customers has dawned ..

“If sharing revenue brings a bigger (APPLE?) pie to the table, then we’ll be happy to share that pie . . . The revenue-sharing model will play an increasingly important role in the future of converged communications.” Peter Erskine, the O2 chief executive !

It is the customer who decides who wins ..


Google ..

We want to create a whole new mobile experience for users

Eric Schmidt, Google


Customer is winner (king) ..

Customer is King


Meta data ..

If Customer is King - then Meta data is King Kong


Umbrella social networks ..People will no longer making a distinction between web and mobile. The social network is increasingly becoming the point of interaction and often the first and increasingly the only point of contact for people. This affects all applications development (all applications will be modelled on facebook apps and span the mobile web and the fixed web)


50 million MySpace unique visitors - Comparable to -number of American households that tune to Superbowl

100 million YouTube videos every day - Comparable to Top 15 primetime shows in England (100 million viewers) or Top 4 American shows


Perspectives ..

● Power is moving away from the old elite(Rupert Murdoch, CEO NewsCorp.)

● Our industry is facing a profound challenge from home-made content (Tom Glocer, CEO Reuters)

Source: Arthur D. Little


The world will go on .. Whether we like it or not! People will find new ways to communicate ..

Because they always have!So, is it not time to join the party?


I am not talking to you if you are not in my network!


Mobile Youth? - The youth are talking - and not necessarily mobile ..


The youth are reading a book ..


Unfortunately, that book is called 'facebook'


And its all about new connections and relationships ..


And it only gets better or worse depending on your viewpoint .. Limited attention spans ..


Questions?


Roadmap ..

• Social networks





Part of a much older problem .. Everyone wants to get in bed with the customer


Value chain ..

Advertiser Content creator

Content distributor

ConsumerWeb aggregator

Web aggregators is a different type of distributor. Everyone is trying to bypass the traditional distributors. Distributors are having to evolve. Dis-intermediate …

Distributors - Cable companies ; Web aggregators - YouTube

Advertiser to consumer - bud.tv, MVNO, IPTV

Content creators - like to go to Web aggregators

New distributors are coming in - freeviewset topbox $70 and 10million units in 2006


Advertiser Content creator

ConsumerOPERATOR

The Operator is a type of distributor and is facing the same problem which other distributors are facing

Web aggregator


A fork in the road for former partners?

Content distributor

Content creator

OPERATOR

Customer

DIS-tributor v.s. Dis-Intermediate


Broadcast yourselves .. But ..

New media is talking about old media ..


Strategies ..

Overall strategy• Content owners ( Maximise revenue, Protect content)

• Distributors (operators) - ex: Cable TV - Managed distribution/Walled gardens, )

Content owners:Open distributionuser aggregationCommunityLeveraging assets

Content distributorsLong tail content - cheap (free!)UGC = lower viewership for traditional content = lower license fees at next round of negotiations=lower money to make contentCommunity .. And customer intimacy!


Questions?


Roadmap ..

• Social networks





Why bother with Mobile Web 2.0?

Where is the growth going to come from in our industry?

http://www.finfacts.com/irelandbusinessnews/uploads/googmsftnov212006.jpg

http://www.pipes.org/Ephemeris/ea73/ea73a25.gif

Web growth is proven. Mobile Web growth is not. Can Mobile Web 2.0 help?


Factors driving change ..

• The financial community

• The battle for eyeballs

• Consumer attitudes are changing – social acceptance of online dating

• The growing MySpace generation

• Other intermediaries from content to consumer –Slingbox

• VOIP is making voice cheap/free (traditional revenue models)

• User generated content is becoming more prevalent

• New models (Blynk)

• Storage on device


Changing worlds ..

• 99% reliability

• 18 months lead time

• Silo mentality

• Interoperability – not a priority

• Data apps: low priority

• No unpipe

• Social networks, Connecting people vs. the media industry

• Iterative development, Converged development

• Network itself is becoming lower in value

• Edge of the network is becoming more important

• New services without changes to network (separation of service layer from network layer)

• Complex but longer tail services vs.. Existing simple serviceswith mass demand


Changing nature of Telecoms Assets

• Going from specific apps (sms) to leveraging assets

• What assets to leverage?

Location (based advertising)

Data mining trends based on customer historical

information

APIs such as Billing

• Abundance in traditional areas (free voice!) vs.. New areas of leverage (scarcity)

• The new areas of leverage now become the core assets

• IMS helps to leverage these areas into APIs


Roadmap ..

• Social networks





Overview ..

What is Web 2.0

a) Web as a platform: pets.com TV (v.s. Google) A web of mainframes?Connecting the farmer in Africa to the rest of the world.

b) Harnessing collective intelligence : Google page rankThe platform is the Internet, On the Internet, the rules are different. Information sharing is actually better than information hoarding.

With enough people sharing information – you build a database and the database becomes bigger and better with incremental users


A blue chair is a chair ..

http://www.whittlepainters.com/images/avalon/black%20avalon.jpghttp://www.latoys.com/new/images/16603_avalon-chair-blue.jpg

A concept cannot exist in isolation. Mobile Web 2.0 must be defined in context of Web 2.0


Embodiment of the sixth principle ..

Web 2.0

Harnessing collective

Intelligence

Data is theIntel inside

End of the S/WRelease cycle

Light wt Programming

models

S/W above aSingle device

Rich user experience

Web As A Platform


What does it all mean?

When we extend this definition to ‘Mobile Web 2.0’ – there are two implications :

a) The Web does not necessarily extend to mobile devices

b) Even though the Web does not extend to mobile devices, intelligence can still be captured from mobile devices.


Capturing Mobile intelligence

• Capturing intelligence at the point

of inspiration

• Tagging

• Unique data elements like location


Not ringtones etc (packaged content)!

Mobile Web 2.0 != Packaged content (ringtones)


Harnessing collective intelligence: Mobile devices

(b) The web backbone – but not necessarily web protocols end to end

(c) The PC: Selecting and configuring the service

Mobile Web 2.0: Harnessing collective intelligence through restricted devices

(a) – harnessing collective intelligence


The Deep blue sea problem …


Walk on water .. What value can be added?

What value can Mobile add to the Web without losing the ethos of the Web?

TIM - Dr Massimo Valla's team - sharing context from mobile devices.

T-mobile - Dr Joerg Heuer in Berlin - Identity

France Telecom - Martin Duvall

Nokia - Ovi

SoonR - Enterprise, OMTP, Opera - for browsers ..

ODP - On device portals ..


TIM ..


Mobile InternetWiFi, Wimax,HSDPA, DVB-H,

WCDMA, Bluetooth, IMS

Full web Browsing/ Search

Images: blogging, sharing, geotagging

VOIP, voice, messaging

Video, IPTV and mobile TV

Communities

Entertainment and games

Music

Maps, LBS and Geotagging

Internet (IP)

Context, Payment, security, Identity

Customer centric mobile value chain: www.opengardensblog.futuretext.com


Recap ..

• Umbrella social networks ..

• Mobile Web 2.0 and the deep blue sea problem (uniqueness of mobile) - Embrace the ethos of the web and yet add something new


Questions?


Mobile Web 2.0

www.futuretext.com

www.opengardensblog.futuretext.com

[email protected]

Contact me for IMS and Web 2.0 or for meetings at the conference

Thanks!!All images from Google images or their respective copyright.

the impact of mobile web 2.0 on the telecoms industry

Technology