Facebook Home: what is the impact?

Facebook Home: what is the impact?

Facebook has launched ‘Facebook Home’, technically a shell around the Android OS, that in theory creates valuable new advertising inventory on the screens of users’ phones. What will its impact be in practice for Facebook, and on Google, mobile operators, and other device manufacturers? (April 2013, Foundation 2.0, Executive Briefing Service, Dealing with Disruption Stream.)
Facebook Home ‘Coverfeed’ April 2013

The Great Compression: surviving the ‘Digital Hunger Gap’

The Great Compression: surviving the ‘Digital Hunger Gap’

In the next 10 years, many industries face the ‘Great Compression’ in which, in addition to the pressures of ongoing global economic uncertainty, there is also a major digital transformation that is destroying traditional value and moving it ‘disruptively’ to new areas and geographies. For the incumbent industry players we call the near-term results of this disruption ‘The Digital Hunger Gap’ – the widening deficit between past and projected revenues. This is our analysis of the top-level findings of the Silicon Valley Executive Brainstorm. (March 2013, Executive Briefing Service, Transformation Stream.)
10 Year Hunger Gap Mar 2013

Digital Commerce: Silicon Valley Executive Brainstorm 2013, Day Two (Wednesday 20 March)

Closing the Loop between Advertising & Payments. Presentations from the Digital Commerce stream of the New Digital Economics Brainstorm, 20th March 2013, in San Francisco. Including: Where’s the money in SoLoMo? | Advertising & Marketing | Big Data (March 2013, Executive Briefing Service, Dealing with Disruption)
Digital Commerce 2.0 Silicon Valley March 2013

Smartphones: when will Huawei be No.1?

Smartphones: when will Huawei be No.1?

We were surprised to hear Huawei’s objective of becoming the world’s No.1 Smartphone maker at last year’s Mobile World Congress, and somewhat dubious whether it would achieve that goal. However, at this year’s show Huawei demonstrated impressive progress, and we consider it is no longer a question of if, but when it will achieve its goal. In this analysis we explore industry scenarios and their consequences. (March 2013, Executive Briefing Service).
Huawei Ascend Smartphone

Free Mobile: A Prototype for Disruption?

Free Mobile: A Prototype for Disruption?

Free.fr’s entry to the French mobile market has achieved extraordinarily rapid market share gains and resulted in comprehensive disruption. An analysis of its technology, tactics, and business model, and a high-level assessment of the applicability of its approach to other markets. (February 2013, Executive Briefing Service, Dealing with Disruption Stream).
Monthly ARPU in France & EU Markets Feb 2013