Digital Services are the key focus for IT services vendors today with increased investments by vendors in building capabilities in this area. The term digital services or SMAC refers to a computing paradigm that is essentially a confluence of four different technology forces, namely a) Social Media, b) Mobility, c) Analytics and d) Cloud.
Social Media & IT
The ever increasing use of social networking platforms has opened up new avenues for customer engagement, marketing and brand building by organizations across the world. Social Media helps firms widen their reach across geographies and demographics; connect with customers and proactively seek real time feedback. For instance, most technology products have social networking sections (more…)
Apple Pay & Passbook have the potential to be very innovative and disruptive to many everyday user experiences. Apple is able to derive the most economics from getting a cut of credit / debit transactions that are enabled through Apple Pay as well as driving incremental revenues through the burgeoning mobile advertising network. As Consumers view fingerprint authentication technology to be more secure than current swipe transactions. Recent credit card security breaches by Target, Home Depot and various banks add focus to this in the minds of consumers. The ecosystem can be extended further with a win – win solution for all as detailed below.
Integrating Apple Pay with Apple’s iAd mobile ad network in the form of a tap-to-buy button embedded in mobile ads. This would allow app publishers that work with iAd to generate more mobile ad revenues from their apps. Apple keeps 30% of the revenues generated from sales (more…)
We view Chinese Company, Xiaomi as a mobile Internet company, rather than a hardware company, mainly because Xiaomi captures a significant portion of user life time value (LTV) after hardware purchase through a 3-way monetization model (hardware, Internet service and software). On the contrary, hardware companies capture vast majority of the user LTV at hardware purchase.
Hardware, which includes various in-house developed Xiaomi devices such as Xiaomi smartphones, tablets, Xiaomi Router, etc. Xiaomi devices are priced at significantly lower prices vs. competitors, which should drive user acquisition. (more…)
Contiguity is the key factor for the launch of 3G services and a minimum requirement for a successful rollout. We look at availability of extra spectrum across the circles (including surrender of spectrum from BSNL) and the corresponding contiguous blocks.
We note that in six of the 18 circles, there is a creation of an additional block of 5Mhz thereby allowing each of the top-three operators to gain presence in the market. On the contrary, in other circles, for example in Madhya Pradesh, either of the top-three is capable of winning, while (more…)
Android device maker Xiaomi is considering taking a stake both in Baidu’s online video subsidiary iQiyi and in Alibaba-invested online video site operator Youku Tudou. Earlier this month on its official Weibo account, Xiaomi announced that it plans to invest US$1bn in online video content to support its smart television ecosystem. We expect Xiaomi to invest about US$300m in iQiyi to become the second largest shareholder and an US$ 8-digit figure in Youku Tudou in the secondary market.
A partnership with iQiyi and Youku Tudou will (more…)