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Consumer Telecoms

Ovum says rapidly expanding Asian OTT players Tencent and NHN should be on mobile VAS players’ radars

The large Asian over-the-top (OTT) service players Tencent and NHN are seizing the social messaging market opportunity to expand beyond their home region, says global analyst firm Ovum. After gaining significant user bases in several Asian markets, both companies have plans to target other large markets, including the US. In new reports*, the independent telecoms… Read more

Mark Ranson

Ovum figures indicate that operators will lose $54bn by 2016 due to smartphone messaging apps

Ovum forecasts that by 2016 operators will have lost $54bn in SMS revenues due to the increasing popularity of social messaging* services on smartphones, more than double the $23bn they are expected to have lost by the end of 2012. The global technology analysts believe that collaboration with handset manufacturers is imperative if operators are… Read more

Neha Dharia

Music feels the benefit of bundling as Ovum predicts subscriptions to drive 15% growth in digital

The global digital music market is expected to grow at 15 percent annually, reaching nearly USD$22.5 billion by 2017, according to global analyst firm, Ovum. Revenue is being boosted by subscription services, predicted to show a strong compound annual growth rate (CAGR) of 46 percent, much of it on the back of bundling partnerships with… Read more

Mark Little

Analyst Reaction: Google’s new Nexus devices fail to address Android’s big failings

Google made a handful of major product announcements at its I/O developer event yesterday; the next iteration of Google’s Android operating system, Jelly Bean, an aggressively priced 7 inch tablet from partner Asus, and a home media device which will be marketed under Google’s own brand. Jan Dawson, chief telecoms analyst at Ovum provides his perspective:… Read more

Jan Dawson

Ovum finds that while OTT TV does not yet rival traditional services, strategic partnerships will benefit both sides

Despite their ever-increasing momentum, over-the-top (OTT) TV services are not yet an adequate alternative to traditional pay-TV, according to Ovum. However, operators should not rest easy, warns the Global analysts; besides enjoying significant brand equity, a handful of key OTT players, such as LOVEFiLM and YouTube, can also leverage the financial strength and assets of… Read more

Jonathan Doran

Samsung launches Galaxy SIII

The importance of the Galaxy S III to Samsung can not be underestimated; the company has built its reputation on producing the ‘must-have’ Android smartphone and in the process has become the poster child for the Android platform. However, Samsung’s Galaxy S III not only needs to stand out amongst a plethora of other Android-based… Read more

Adam Leach

Ovum says operators face uncertainty in the expanding mobile payments value chain

Operators must rethink their traditional role in the mobile payments value chain in order to remain relevant, according to Ovum. Despite operators’ belief that mobile wallet services will keep them centre stage in the value chain, growing competition and the threat of rival services from powerful over-the-top (OTT) players and other parties means this will… Read more

Eden Zoller

Google recognises the strategic potential of shared cloud drives

Much of the coverage surrounding Google Drive is currently focussed on features and how it compares to other services. Ovum, however, believes there are bigger questions to be asked – ‘What is driving this new launch?’ Mark Little, principal analyst at Ovum considers Google’s motives: “With Google Drive, Google has recognised the potential of shared… Read more

Mark Little

$1 billion for Instagram must be worth it to Zuck!

Facebook has paid $1 billion to acquire Instagram, a Twitter-like mobile app using photos rather than words that provides some heavy filtering options to modify and enhance your pics and enables networking between users. Since its launch in October 2010 on the Apple AppStore, it has proven highly addictive, especially to younger demographics, growing to… Read more

Mark Little

Ovum forecasts social messaging will cost telcos over $23 billion in SMS revenue in 2012

According to an upcoming report by Ovum, social messaging is estimated to cost telecoms operators over $23bn in mobile messaging revenue in 2012. Neha Dharia, analyst at Ovum and author of the report, provisionally titled ‘Counteracting the Social Messaging Threat,’ has the following comment: “This year will see IP-based messaging players widening their footprint across… Read more

Neha Dharia