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November 16, 2007Apple's $18/month ARPU share with AT&T is Mind-Blowing
Analysis of: The $831 IPhone | bits.blogs.nytimes.com
Author: Kenneth Eisner, Principal, Eisner Consulting
We all now realize the power of the Apple brand, especially at the negotiating table, but I for one never thought that they could demand such a huge revenue share. By holding AT&T over the proverbial barrel, Apple has sucked the true money pit -- data revenue -- from the carrier's hands and...
November 15, 2007D.O.A: Hasn’t ESPN, Helio, and Amp’d Made Disney Think Twice About MVNOs?
Analysis of: Disney to enter Japan cellphone market in spring | uk.reuters.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Disney has seen their own MVNO failure in bright lights, with ESPN and Disney Mobile. They've seen Helio and Amp'd crash-and-burn, and don't be surprised if Kajeet isn't hot on their heels. Apple with their iPhone, Nokia with their OS and handset control - they are the new MVNOs - yet Disney...
November 15, 2007UI and OS Rule: Vodafone – Nokia Ovi combo follows AT&T – Apple Safari into the Fray
Analysis of: Vodafone Signs up for Nokia's Ovi | www.wirelessweek.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Nokia's partnership with Vodafone, Apple's partnership with AT&T, O2, and others, and Google's partnership with T-Mobile, Sprint Nextel, LG, HTC, and others indeed signals a shift in mobile. Now, there are true players, with software and user interface expertise, delivering the mobile Internet...
November 15, 2007Apple iPhone Intro: UK stronger Early Uptake than Germany
Analysis of: iPhones poised to hit Britain and Germany | today.reuters.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Apple iPhone's European entry should be met with success, perhaps somewhat prior to its first price discount, which will likely happen right after the holidays a la AT&T. However, there will be significant differences between the O2 market entry in the UK and the Deutsche Telekom entry in...
October 29, 2007Motorola is in a Tail-Spin: Don't let the Numbers, or the Analysts, Fool You
Analysis of: Moto's Signs of Hope | www.unstrung.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Beating low expectations does not beget a turnaround. Motorola's handset, software, and strategic problems forebode continued failure, especially as Apple, Google, and an ambitious Nokia plot a rejuvenated customer experience. Motorola, on the other hand, sits on their RAZR.
October 26, 2007Google International: Greater Market Share Now, Distancing from the Pack to Come
Analysis of: Google sets sights on Europe growth | www.ft.com
Author: Kenneth Eisner, Principal, Eisner Consulting
The assertion that Google has a lot to learn in its international efforts couldn't be more over-stated. Google has had success in the international environment, including greater market share than in the domestic market, that every Internet company would covet. This analysis delves deeper...
October 22, 2007Falling to Meet their own High Standards: Apple's Encounter with Greenpeace follows the Closed Platform and iPhone Price Cut
Analysis of: Apple iPhone Contains 'Hazardous' Chemicals, Greenpeace Charges | news.yahoo.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Apple stands on a pro-consumer podium, and, even if they don't declare a pro-green stance (and they have), they will be subject to intense scrutiny when they don't meet high standards. This Greenpeace example is just another example, atop their non-consumer friendly "closed" platform or the price...
October 22, 2007Nokia's Navteq Move Signals It Will Play with the New Big Boys of Wireless - Google & Apple
Analysis of: Nokia Does a Map Deal, Signaling Strategic Bet | www.nytimes.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Nokia's Navteq move, though likely overpriced, hints at an important mobile strategy, one that Motorola, Samsung, Sony, AT&T, and T-Mobile have yet to conceive. By going after the mobile web platform, they are competing with the new big boys of wireless, namely Google and Apple and Internet...
October 22, 2007MySpace and News Corp: Beware Premium Mobile Content, Simple WAP Sites, and Charging Young Demos
Analysis of: MySpace expands scope into the mobile Web | telephonyonline.com
Author: Kenneth Eisner, Principal, Eisner Consulting
The latest mobile offerings from MySpace resemble its boss: News Corp and newspaper sites have flailed while trying to force consumers to pay for content. Facebook, MySpace, and LinkedIn may eventually make money from premium services and ads, but they must be cautious while expanding into the...
October 22, 2007Wireless Video: An Analysis of How Apple's iPhone, Nokia, and Others Will Increase Adoption before Bandwidth is Available
Analysis of: Demand For Mobile TV To Outpace Infrastructure, Says Broadcast International | televisionbroadcast.com
Author: Kenneth Eisner, Principal, Eisner Consulting
User experience, price, and selection are just as if not more important than bandwidth in determining wireless and mobile web usage. In this vein, Apple's iPhone, Nokia's Ovi platform, and NBC / FOX, and other content providers can improve usage. Streaming video, and its bandwidth constraints,...
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