Oct 13, 2015

Pepsico thinks she found the solution for mobile marketing: PEPSI P1 Smartphone

Pepsi tries harder than enough to find a new route for marketing; they are about to launch a smartphone of their own: P1. As reports leak, on the 20th of October a smartphone with the name of Pepsi P1 will be launched with a price tag of 200 USD, probably with Pepsi apps that could not be deleted. It will not be a conspiracy to think that these phones will be tracked by Pepsi for marketing purposes. And we can easily say as tech costs continue to come down, devices will eventually become incentives for marketing oriented fmcg companies.

When you read the news you can easily notice that almost everyone is surprised by Pepsi's new smartphone P1:
Wait, is this for real?
Pepsi (Yes, the Soda Company) Will Sell İts Own Android Phone
Seriously, There İs a Pepsi Smartphone Coming Our Way
Prefer Pepsi over Coke? Good news: the Pepsi P1 smartphone is about to go on sale in China:
http://siliconangle.com/blog/2015/10/13/prefer-pepsi-over-coke-good-news-the-pepsi-p1-smartphone-is-about-to-go-on-sale-in-china/


Sep 8, 2015

GSM Spectrum Distribution in Turkey after 4,5G tender

Communication Technologies Authority has concluded the 4g/5g tender in Turkey. After the bids spectrums held by three operators are close to each other. Turkcell owns the biggest share at 2100 mhz and 2600 mhz, while the sharings are close to each at lower frequencies. Avea owns the biggest share at 1800 mhz, Vodafone Turkey is not leading in any frequencies.



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: