mdc2010 edwin

Changing Paradigms in the Mobile

Application space

Edwin Moses

Changing Market Dynamics

2

33

The Evolution of The Device

Source: Ovum Estimates, Morgan Stanley Research

A Perk

A Lifestyle

A Lifestyle Enabler

Disproportionate Growth Rates

Redefinition of The Smartphone

Expanding Definition of Mobile Device- Multi Screen

The Supply Side

The Demand Side

44

The Evolution of It’s Usage

What Gives Me Revenue &

Profits

What I Do With My Device

Source: Cisco Visual Networking Index – Mobile Data Traffic Forecast, 2008-2013 2/09

The Supply Side

The Demand Side

55Moving from “software enabled” Hardware businessto A “hardware enabled” Software business

The Mobile World is Rapidly Shifting to Where Value Comes through Software & Cloud Services

2010

Value

Time

“Voice – pre-data age” (ie… 6-7 years ago)

Approximate Today’s Value Chain

Future Value Chain (Evolving!)

The Evolution of The Business Paradigm

6

The Evolution of The Players

WHO WILL CONTROL THE SPACE

WHAT WILL STAY … WHAT WILL DIE!7

The Evolution of The Platforms

Implications For Us!

8

Some Key Implications

The Good News !

The Mobile Apps Space is for Real !

Growth Market !

Enabling Technologies Exist!

Community Is Force Mutiplier !

The Not So Good News !

Convergence Needs Us to Think Beyond !

While Elephants Dance…..

Crowded Market Place

Monetization Models Unclear!

Some Things Do Not Change…

The Key Questions!

Who is my Customer ?

What is My Value Proposition?

What is my Differentiation?

What is Business Model?

What is my Distribution Channel?

What is my Sustainable Competitive Advantage?

Some Things To Keep In Focus…

Recognizing a trend is somewhat easier than how to profit from it

In the past most of the money from big trends were made indirectly!

Technology First, Inventions Second, Needs Last! Timing is everything! Complexity is compelling….Simplicity is Power! The P&L is still a relevant measure of success! Strategy is Vital! It’s a Win-Win World ! Focus on the Customer!

Thank You

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