Messages

901

Web 2.0 / Size of china Online Advertising

« on: November 20, 2014, 11:35:01 AM »

China online advertising market totaled RMB42.22bn in 3Q2014, for growth of 37.9% YoY and 10.9% QoQ, representing a slight slowdown compared to the previous quarter (+48.7% YoY and +29.2% QoQ).

Major factors driving growth were: 1) Search engine-based advertising, which ramped up steadily with a growing share being mobile search, 2) Verticalsites, which seem to have grabbed share from China's portals 3) online video sites, which greatly benefited from popular TV shows and sports matches.

Negative factors included: 1) a weak real estate market, which served to depress spend in this area as ads spending from China's developers kept declining, 2) conservative spending patterns across the e-commerce industry.

In terms of format, search engine maintained a dominant position both on PC and mobile (driven by growing online marketing demand by China's SMEs), representing 34.1% of total share.

902

SmartPhones & Apps / Innovators Behind Rise of Xiamoi Mobile Internet Company

« on: November 19, 2014, 12:48:40 PM »

Xiaomi is a leading smart device manufacturer and mobile internet company in China. Founded in April 2010 with its first smartphone model Mi1 launched in August 2011, Xiaomi quickly gained market share in the China smartphone market, and expanded its product portfolio into other consumer electronics, such as smart routers, smart TV, tablets, etc

Xiaomi was founded by Mr. LEI Jun and 7 other co-founders, and has a team of several ex-senior management from Google/Microsoft/ Motorola, etc. with diversified experience in hardware/ software/ internet.

Team & their Background
LEI Jun Chairman / CEO, Co-Founder All Vice-Chairman at Kingsoft, Angel investor

LIN Bin President, Co-Founder All, Xiaomi.com ex-VP at Google China research center, Microsoft

LI Wanqiang VP, Co-Founder Xiaomi.com, MIUI ex-Director at Kingsoft

ZHOU Guangping VP, Co-Founder Hardware, BSP ex-Director at Motorola Beijing research center

LIU De VP, Co-Founder Industrial Design, Eco-system ex-Dean of Industrial Design, Beijing Univ. of Technology

HUANG Jiangji VP, Co-Founder Router, Cloud ex-Director at Microsoft China development center

HONG Feng VP, Co-Founder MIUI ex-Product Manager at Google China

WANG Chuan VP, Co-Founder TV, Set Top Box (STB) CEO of Duokan, Founder of Thunder Stone Technology

Hugo Barra VP of int'l business International business ex-VP of Android at Google

CHEN Tong VP of content/ investment TV and content ex-Director of content at Sina.com

903

3G / HSPA / EVDO / 3G data Usage Grows 19% QoQ

« on: November 17, 2014, 09:53:12 PM »

Incumbents led by Airtel Vodafone & Idea combined, saw data revenues grow 19% qoq and 77% yoy in 2QFY15 with data forming 14.4% of their combined revenues versus 9.2% a year back. Data volumes for the composite grew 21% qoq and 103% yoy while realizations dipped 13% yoy to 28 paise/MB.

Key Performance Indicators of 3G  Mobile Data for Airtel, Vodafone and Idea

904

3G / HSPA / EVDO / Details of spectrum expiry across circles in 2014

« on: November 14, 2014, 03:46:13 PM »

The following Chart Shows Details of spectrum expiry across circles and operators at the end of 2014 and hence Spectrum Auction is necessitated in Jan 2015 to ensure continuity of Services



Note: Spectrum at end of CY-14 includes that won in February 2014 auctions

905

3G / HSPA / EVDO / Vodafone 2nd Largest 3G Network

« on: November 14, 2014, 01:43:27 PM »

This is Vodafone?s key project to improve data experience across all its markets. For India, Vodafone intends to spend around GBP1.8bn which would give them 90% population coverage in urban centres. We note that at the end of quarter, Vodafone had 28K 3G sites compared to 38K for Bharti and 25K for Idea respectively.

Vodafone Voice usage has grown 6.6% YoY, inline with current trends. Vodafone indicated modest competitive pressure on voice tariffs which is a break from recent trends.

Vodafone believes that the upcoming auction could remain spectrum constrained. However, management indicated that the government is taking a more holistic view of the telecom sector and treating it as an enabler for growth rather than a cash cow.

906

Web 2.0 / Which Google Search Result Page Ads Have Highest Click Through ?

« on: November 11, 2014, 02:06:08 PM »

Digital marketers and webmasters have spent years attempting to optimize their websites and search marketing campaigns for Google?s quality score and ranking algorithms and for maximizing their ROI. However, the rapid shift in Internet usage from desktop to mobile devices is impacting this delicate ecosystem. Driven in part by the physical differences between desktop (large screen), tablets (medium
screen), and smartphones (small screen), advertisers are having to adjust.



Figure above highlights the impact of ad position on CTRs (clickthrough rates) for mobile, tablet, and desktop. In mobile, the first position for advertising has become increasingly important for advertisers given its prominence on the small screen. According to the data, this first position receives the strongest CTRs and the highest share of clicks across any platform. Mobile also performs well in Position 2 & 3 (although with the steepest drop-off), but at lower positions desktop outperforms, presumably due to the easier maneuverability that comes with a larger screen.

907

Technology / India Data Center Capacity

« on: November 10, 2014, 11:08:00 AM »

India Data Center Capacity -  includes cloud services, colocation and data center services, content delivery networks which can efficiently deliver large videos and enable live streaming, unified communications which provide integrated voice, and data and video services through the same medium.

Here is how Various Telecom Service Providers stack up against each other in the Data Center. This excludes Government Run NIC Data Centers used exclusively to host Government Data.

908

FTTH Broadband / India's International Bandwidth Connectivity

« on: November 10, 2014, 11:04:44 AM »

How are Indian Telecom Companies Connected to the Rest of the World in International Bandwidth - Undersea cables landing in India

909

3G / HSPA / EVDO / Loop Deal Cancellation Impact on Airtel

« on: November 09, 2014, 01:32:46 PM »

Loop Mobile, and Airtel have called off a Rs7bn deal which envisaged transfer of Loop's some assets and principally its subscriber base to Airtel. Loop is an incumbent mobile operator in Mumbai and its 20-yr license expired in Oct/14.

Mumbai is 6.3% of the Indian telecom market of $27bn. The revenue share are Vodafone (36%), Bharti (22%), Loop (5%). When the deal was signed, Loop had around 3m subscribers (9.5% marketshare) in Mumbai Since Loop is the incumbent operator, the subscriber base have higher-than- average ARPU. Bharti has 4.5m subscriber base in Mumbai and an inclusion of Loop?s base would have helped it to close the gap with Vodafone.

Airtel Spectrum in Mumbai
Airtel acquired 5Mhz of spectrum in the 900Mhz band in the Feb/14 auction. In addition, it has around 9.8Mhz of spectrum in 1800Mhz band and 5Mhz of spectrum in 3G (2300Mhz band).

910

Web 2.0 / Is Facebook Advertising Better than Google's ?

« on: November 07, 2014, 03:43:51 PM »

Facebook recently relaunched its Atlas adTech platform, closed on its LiveRail acquisition and rolled out Audience Network. Facebook will continue to invest in AdTech to help advertisers reach the right audience.

How is Facebook's Ad Targeting Better than Google's ?
Facebook's age and gender targeting is 45% more accurate than the digital industry average according to the company. For example, Metlife, using Facebook's look-alike audience feature, was able to sell new policies at 2.4x higher rate than MetLife's next best performing channel and at 50% of the cost of the display ads.

911

Web 2.0 / Facebook's Short - Medium Term Strategy ?

« on: November 07, 2014, 03:42:42 PM »

The Management of Facebook provided strategic priorities for the next 3, 5 and 10 years with WhatsApp, Instagram, Messenger, Video and Search falling in the short-to-mid-term focus, while scaling Oculus is longer term. For the next 3 years, FB will 1) grow its communities, 2) connect people to content, including video, and 3) create more value for marketers. Facebook will continue to invest aggressively in FY15 to capture near and longer term opportunities. (non- GAAP opex expected to increase ~60% at mdpt vs. FY14)

912

4G / LTE / Low-cost 4G Smartphone of China Mobile

« on: November 07, 2014, 03:16:28 PM »

Here is the List of Low-cost 4G Smartphone Model Comparison of China Mobile which support the TD-LTE technology like that of Reliance Jio Infocomm but albeit in different mode 2600MHz Band.

913

Technology / What is SalesForce.com Strategy ?

« on: November 07, 2014, 12:17:38 PM »

Since most customers are using just basic Salesforce automation, and many times just in some departments, we see strong expansion opportunities.

Sales in the Americas have hovered around 70% for some time as the company is very selective on entering new markets. New CFO
Hawkins coming from internationally-heavy ADSK should be a good fit for this.

We expect Salesforce.com to continue to post market share gains as it takes share from point solutions and continues to benefit from the move of on-premise to the cloud (59% CRM systems still onpremise).

914

3G / HSPA / EVDO / 900MHz Spectrum Auction Good for Bharti infratel

« on: October 30, 2014, 04:26:50 PM »

TRAI's suggestions on 900MHz renewal auctions point to likely fragmentation of 900MHz holdings because of a supply squeeze. This
may force operators to increase their BTS count in many circles, which is a significant positive for Bharti Infratel. The company mentioned that in the event 900MHz holders are forced to scale down to sub-4MHz after the next auctions, BTS count could increase by 30-40%, since 900MHz would lose its utility as coverage spectrum and more 1800 sites would be needed to achieve similar coverage levels.

915

4G / LTE / Reliance Jio Leasing Towers from Bharti Infratel

« on: October 30, 2014, 04:25:28 PM »

Bharti Infratel mentioned that Reliance Jio Infocomm had taken a few towers from BHIN as it conducts trials and that all this has been in the 2300MHz band. Media reports mention that DoT has allotted most of the 1800MHz won in Feb 2014 on October 27 . BHIN stated that it could get any of its existing sites ready for Jio in three weeks and new towers could be commissioned within 90 days. Hence, most of the Jio-related tenancy increase would come close to Jio's launch date.