Jul 13, 2015

Smartphone business declining?

Even it is not free falling as fast as the telco operators, several reports/news are pointing a decline on the smartphone business.
Nowadays everyone is sure that telco is not the "business of the future" anymore and sustainable growth is nowhere to be found. Biggest rivalry for the telcos were supposed to be coming from phone producers; they were the motor behind the dynamic T.I.M.E. market. Smartphones were meant "data usage" which has become the new cash milk for the telecom operators.
Although they had no chance to increase their shares, Nokia, Microsoft, Motorola, Blackberry were happy to be in the smartphone market and their earnings were increasing in-line with the expansion of the market. But now every phone brand is quickly becoming a commodity. Even Apple, the true winners of "cellphone wars", will eventually see a decline in their growth.
* Microsoft is almost closing their mobile phone business; What does Microsoft's $7.6bn, 7,800-person layoff meanfor Windows Phone?
* HTC recorded the second lowest revenue total that has been reported since 2007 2015 has been absolutely gruesome for HTC
* The Long Slow Decline Of Sony's Xperia Smartphones; http://www.forbes.com/sites/ewanspence/2015/02/05/sony-xperia-smartphone-future/
* And Samsung Sees Seventh Straight Profit Decline
All these reports are not suggesting bad management decisions. They only point the direction that phone manufacturing business has been going for the last few quarters.


Dec 12, 2014

2014 3rd Quarter Telecom market data for Turkey

Telecom institution has revealed Turkish Electronics Data for 3rd Quarter of 2014.

* Turkcell has clearly become the #1 telecom company in Turkey.
* PSTN usage keeps declining and there are 12.741.947 fixed lines subscribers as of 2014 3rd Q.* Arpu numbers are stable at around 23 Turkish liras.
* Text message usage (both for commercial use and individual use) keeps increasing and reached 177 billion with a 128% increase in 6 years.
* Mobile Penetration is around 93% as of September 2014
* Number of simcard embedded machines has reached to 2.4 million by September. 100% increase since 2012
* Turk Telecom is enroute to its lowest investment year. In 2013 total investments of Turk Telecom was 1.37 billion. Through 9 months it is 428 million Turkish Liras.
* TTNET is still owns more than half of the ISP market, and more than 65% of the broadband market.

Turkish version is here: http://www.btk.gov.tr/kutuphane_ve_veribankasi/pazar_verileri/ucaylik14_3.pdf
Unfortunately English version will be launched a few weeks after the Turkish. (2nd Q English version is here: http://eng.btk.gov.tr/kutuphane_ve_veribankasi/pazar_verileri/2014_Q2_ECM_MarketData.pdf


Dec 11, 2014

LendingClub's Path to IPO

Though it is a bit unrelated for this blog, LendingClub's ipo is one of its kind and has to be shared.
VC's has earned their dream money from this ipo and entrpreneurs would take out of box motivation reasons from the story of Lending Club.
Here (in EquityZen's infographic) you can see how the ipo (and the incomes of vc's) look like after day1.
Chech the story at: 


May 19, 2014

Global LTE deployments

LTE deployments - 2013

Source: "Live LTE networks approach 200 confirms GSA in latest Evolution to LTE report," Global mobile Suppliers Association

May 13, 2014

MONTHLY SMS USAGE IN WESTERN EUROPE COUNTRIES - 2010 TO 2013


Most SMS-addicted nation is France according to Analysys Mason statistics. SMS usage has increased only in France and Belgium from 2010 to 2013. 

Global SMS usage vs. Mobile IM usage:


Mar 20, 2014

iBEACON

İnsanlar tembelleşmeye devam ettikçe, şirketler müşterilerini bina içlerinde de takibe başladıkça fırsatlar da artıyor.
Neyi nasıl alacağını bilmeyen insan sayısı da artıyor olmalı ki ibeacon sayesinde her yaklaştığınız ürün size bir mesaj iletebilir olacak. Üstelik kullandığınız iOS veya Android cihazın Bluetooth’u, Wifi’yi kapalı olsa, hatta uçak modunda olsa bile siz bir reklam iletmek mümkün olacak.
Reklamveren için gerçek olamayacak kadar güzel. İstesen de kapatamayacağın bir mecra.. Tabi önce beacon’lardan sinyal alacak bir uygulamayı yüklemeniz gerekecek. Fakat hiç vazgeçemeyeceğiniz bir uygulama bu sinyalleri toplarsa ne yapacaksınız?
En sevdiğiniz oyunun kodlarına beacon’ları algılayan kodu koyduğumuzu varsayın. Artık her o oyunun üreticileri ile anlaşan her ibeacon projesinin hedefi haline geliyorsunuz.

Kullanım alanlarında ise pek sınır yok. Bluetooth Low Energy (BLE) ile çalışan Beacon’ların (özellikle Texas Instruments CC2541 kullanan modüller), Apple ibeacon 'ın ve devamında Android’in çıkacağı rakip platformların kullanılacağı  alanlara tag vermeye kalksak indoor navigation, proximity marketing, contactless payment ve benzeri bir çok yere dokunuyor. Bankalar şubelerine giren vip customer için, retailer indirimli ürüne yaklaşan müşteriye pazarlama yapmak için, hatta kasada hızlı ödeme almak için kullanabilecekler.