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April 2012:
Is the mobile M&A binge crazy or justified? |
A few weeks ago, Facebook acquired mobile photo sharing app Instagram for $1 billion. The same week, Shutterfly confirmed this week its acquisition of Kodak Gallery, an online photo storage and publishing division of Kodak, for $23.8 million--and the absence of any competing bids. Are we in a bubble or is something truly disruptive happening? Read more.
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April 2012:
April Fools Lens: FCC Announces The Spectrum Games |
Read Mark Lowenstein's annual April Fools' riff: Stunned by a recently released report by Cisco showing that wireless data traffic grew 92% in the past week, the FCC has decided to rush a significant swath of wireless spectrum to the wireless industry - through a unique auction process called The Spectrum Games. Read More
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March 2012:
Preventing a Wireless Mess in Washington |
Wireless is among the most vibrant industries on the planet. It is an important source of innovation and employment growth. Unfortunately, Washington is increasingly getting in the way of the future growth of the wireless industry in the U.S. How to fix it? Read more.
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March 2012:
Lowenstein On AT&T "Throttling" Controversy:
Right Move, But Greater Transparency Needed |
AT&T is taking a major PR hit for terminating its all-you-can-eat data plan for smartphone users. AT&T made the right decision, but the company could have handled it better. This is the sort of situation that demands transparency. It is also part of a broader discussion regarding data consumption that Lowenstein believes will include fixed broadband as well. Read More
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February 2012:
Are we headed for a mobile talent gap? |
Mobile will be one of the leading sources of employment growth and opportunity over the next ten years. But demand far outstrips supply in the technical fields. What should we be doing to ensure there's adequate supply of talent to meet demand? Read more.
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January 2012:
Monetization: The Next Phase of Enterprise Mobility |
The enterprise mobility market is on fire. Much of the current activity revolves around B2E deployments and mobile policy/device management solutions. I believe a larger transformation is just around the corner: leading brands will harness mobile to develop entirely new revenue streams. Read more.
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December 2011:
2012: The Year Mobile and Content Will Merge. |
In the digital media universe, significant progress is being made on the "content everywhere" framework for television programming, movies, and other media. This is going to force some important economic, business model, and customer experience questions for mobile in 2012. Read more.
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December 2011:
Lowenstein Predictions 2012 |
See Mark's list of annual provocative predictions: How will mobile and content merge? Will Apple be able to keep up the momentum? Is mobile payments overhyped? Read More
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December 2011:
What's Next in Wake of AT&T Deal Collapse? |
For the record, I was supportive of this deal. In the wake of its collapse, expect an intense period of deal activity. It's also time to be thinking about three fundamental issues: How many national 4G networks do we really need? Why are wireless operators so unhealthy at a time of general industry frothiness? And how do we convince regulators to look at wireless through a modified, less telecom-centric lens? Read More
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November 2011:
We Need More Data on Data. |
Reading an operator's 10Q is like a step back in time. With all the growth in data, new metrics are needed to more effectively track this side of the business. Here are some suggestions..
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October 2011:
Time for Apple To Do Something With its Cash. |
Pressure has been mounting on Apple to do something with its riches. Some thoughts on possible acquisitions, blockbuster moves, and even time to "give back". Read more.
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September 2011:
Is Mobile Ready for the Cloud? |
Lowenstein posits that mobile might not be ready for the connectivity model needed for cloud services. Read More.
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September 2011:
Mobile Platform Wars: What's Next? |
Lowenstein foresees an accelerated pace of developments and a re-shaping of the mobile device/platform ecosystem over the next 6-12 months. Read More.
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August 2011:
The Next Generation App Experience |
Successful as the app framework has been, I am feeling that we are nearing "overload." Apps are tough to manage on and across devices, vary wildly in quality, and exist in very specific silos. Don't get me wrong--I love my apps the same as the next guy. But given the limitations of the existing framework, and other tools/capabilities becoming available, it's time to be thinking about an evolved, more semantic mobile content experience. Read More.
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July 2011:
Toward A Dynamic Connectivity Model |
CNN announced recently it would make simulcasts available on the Web and to mobile devices. Question: do wireless operators want their subscribers streaming video over cellular networks to their devices? Answer: Probably not. What Should be the Answer: A More Dynamic Connectivity Model. Read More.
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June 2011:
M-Commerce: What Does the User Want? |
Mobile Commerce is one of the next big things in wireless. But for all the innovation, politics, and deal-making among ecosystem players, has there been enough focus on what the consumer wants? Read Here for my thoughts on the issue.
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Appearances
