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Analyst view: Twitter must focus on the mobile prize

Following the news of Twitter’s IPO, Eden Zoller, principal consumer analyst at Ovum has the following comments: “Twitter’s IPO filing underscores the strategic importance of mobile for the company, and in Ovum’s view mobile will be a key metric to watch once Twitter goes public. The filing revealed that over 75% of Twitter’s 218m users… Read more

Eden Zoller

Analyst view: Ovum comments: Facebook Q2 2013 earnings preview

Ahead of the announcement of Facebook’s Q2 financial results, Eden Zoller, principal consumer analyst at Ovum explains what Facebook must do as a matter of priority on its earnings call. “What Facebook must do as a matter of priority on its Q2 earnings call is show that it has a clearly articulated video advertising strategy. … Read more

Eden Zoller

Analyst View: The prospect of video features in Instagram should come as no surprise

Ahead of Facebook’s announcement this evening, Eden Zoller, principal consumer analyst at Ovum considers why Facebook launching video features in Instagram would make sense: “Since acquiring Instagram in 2012, Facebook has given the distinct impression that it does not know what to do with it, having made little progress with any significant enhancements to the… Read more

Eden Zoller

Analyst view: Facebook’s Q1 2013 results

Facebook’s ability to monetize mobile is critical and the results here were positive with mobile advertising accounting for 30 percent of total advertising revenues, compared to 23 percent in Q4 2012. Eden Zoller, Principal Analyst at Ovum comments: “Mobile users and engagement continues to rise with mobile monthly active users reaching 751m in Q1, compared… Read more

Eden Zoller

Ovum forecasts social messaging apps will cost operators $32.6bn in 2013 growing to over $86.0bn in 2020

As Ovum forecasts social messaging apps will cost operators $32.6bn in 2013 growing to over $86.0bn in 2020, Neha Dharia, consumer analyst at Ovum explains how she believes social messaging will continue its rise in 2013: Operators will partner more with OTT players “The period 2013–15 will be crucial in terms of the relationship between… Read more

Neha Dharia

Analyst view: Facebook needs a mechanism to deliver its own services to a portfolio of devices.

Ahead of Facebook’s announcement today, Adam Leach, principal device analyst at Ovum provides his perspective below on how Facebook should move forward. Ovum will be at the event later today and will be available for immediate reactive comment – please contact +44 20 7551 9135 or PR@Ovum.com Adam Leach, principal device analyst, Ovum: “Today Facebook… Read more

Adam Leach

Analyst view: EU could restrict Google’s freedom to profile consumers

Following the news this week that Google is facing legal action over its privacy policy, Mark Little, principal consumer analyst at Ovum, has the following comment: “Google were warned by the EU last year that the consolidation of their privacy policies across as many as 60 of their services might infringe EU laws. A working… Read more

Mark Little

Analyst view: Google music streaming could dent Spotify growth

Following the announcement of Google’s music streaming service, Mark Little, consumer analyst at Ovum has these comments: “Google’s new music streaming service is reportedly expected to launch in the Autumn this year, an event that is sure to cause a major stir in the offices of Spotify and Apple. If Google can negotiate a deal that embeds the… Read more

Mark Little

Analyst view: A big lesson in Google Play privacy slip

Following the recent concerns over data privacy and Google, Mark Little, consumer analyst at Ovum has the following comments: “Google has successfully ridden the margins of regulation and consumer acceptance since birth. Operating in the grey areas where regulation is yet to catch up and consumers are yet to fully understand, is a brave but perfectly legal strategy… Read more

Mark Little

Analyst view: PayPal expands PayPal Here to other markets

PayPal says the swipe based version of PayPal Here has been well received in the US, and it makes sense for it to develop a chip and pin version that can be pitched in Europe and other markets that use this technology. According to Eden Zoller, principal analyst at Ovum, “The UK is the logical… Read more

Eden Zoller