Where mobility is heading - the 3 B's - the losers and the winners...


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U.S. mobile bill payments will reach US$214 in 2015

saloob's picture

Aite Group forecasts that U.S. mobile bill payments will reach US$214 billion in gross dollar volume in 2015, up from US$16 billion in 2010.

A new report from Aite Group provides a roadmap to mobile payments in the United States, defining and segmenting the mobile payments universe and examining the competitive and market trends shaping the space. Based on more than 60 Aite Group interviews with industry stakeholders in September and October 2010, the report sizes and projects the growth of mobile payments in the United States over the next few years, and provides snapshots of key stakeholders operating in the space.

Long seen as a laggard in mobile payments, the United States is far more ahead of the curve than perceived. Over the past 12 to 18 months, the United States has begun to move closer to a tipping point that will lead to the popularization of mobile payments. Factors laying the foundation for mobile payments to grow in coming years include rapid consumer adoption of smartphones, carriers’ and handset manufacturers’ adoption of NFC chips, consumers’ continued embrace of m-commerce, and a nationwide increase in mobile banking adoption.

Practically no segment will be left behind; in fact, each one of the multiple categories of mobile payments defined in the report will experience double-digit growth. Mobile payments will account for US$214 billion in gross dollar volume by 2015, up from US$16 billion in 2010--a 68% compound annual growth rate (CAGR) between 2010 and 2015.

M$ to acquire Skype for $8.5bn! This ups the ante...

saloob's picture

We see this as being a smart move for M$ - although we hate that they got hold of Skype. This will further push the voice market away from the slow-burner traditional carriers who stole from consumers long enough anyway.

It also puts the pressure on Google Voice to expand faster and broader beyond the areas they have opened up to - they still have yet to approach the Japanese market (Japanese carriers are probably trying their best to block Google from getting access to their DIDs and channels!)

Apple's Facetime will really need to bring out some fancy moves to capture this increasingly competetive market - and will have to draw away Skype Users.

The M$ acquisition of Skype means a few things;

  • Less support for Android and Linux - thus a blow to AU who are too slow to make their own such service and relied on Skype alone for non-traditional-carrier voice services.
  • Greater integration into Windows and Outlook - which will have benefits for Windows Users
  • Greater vehement repulsion from non-Windows (ie; Android/Google/Apple) fans - which in turn provides a stronger opportunity for competing services to slip in;
    • http://www.zingaya.com - a very cool service that provides a simple web button that connects to VOIP (SIP) - it even currently supports Skype accounts to make calls from the web page to Skype. This company originally released the world's first VOIP Flashphone..
    • http://www.4psa.com - VoipNow - one of the best VOIP server software around - with a complete control panel from Server Admin, Reseller and Client down to the individual extensions. Using this, any provider can offer VOIP services and connect with Windows or Android apps easily. They also provide a free Desktop installation that integrates with Outlook contacts and brings up the contact when they call in.
    • http://www.counterpath.com/ - X-Lite VOIP Client software for Android and Windows - this is one of the best out there. The Android app is not free - but it is better than the free ones - and allows you to use any SIP accounts - same as Zingaya does - such as those provided by VoipNow.

M$ is strongest on the Desktop with Outlook and Office - so Skype Windows fits well there - but they will always be challenged on the Internet or Web Interfaces - so Flash and HTML5-based services will offer their own VOIP solutions. Of course M$ has Silverlight - their version of flash - which really only works properly on IE - the usual stupid self-blocking move by M$.

It also means that M$ will not be regarded as friendly by the thieving Traditional Carriers - as this will take even more voice revenue away from them - so the M$ mobile platform will have even less attractiveness to them. This means that M$, together with Nokia, must become their own Mobile platform and compete with Google, Apple and all other carriers (using Android). Actually, M$ had no other choice but to become a competitor when they realised every other carrier would primarily only offer Android-based smart phones.

So, the bottom line is, VOIP-related software and service providers out there will be happy because the M$ acquisition gives reasons to not use Skype - which may not be properly supported on certain OS anyway.