OK, I thought this post went up a few days ago, but it was saved as a draft. Sorry for the delay:
- Linkedin had an amazing IPO, going out at $45 and seeing the stock price more than double in the first day of trading. That’s a market valuation of over $9 billion…with a “B”.
- Is Android gaining market share because of carriers? It seems so. And it makes sense. Android’s “openness” gives the carriers the ability to “customize” the phones with pre-loaded (often carrier-branded) apps, and more importantly, get a piece of the transaction pie through direct to carrier billing, whereas all iPhone billing goes through iTunes.
- Most of the analysis of the smartphone market is focused on the platform battle between Apple and Google. But check out this analysis of handset vendors by Horace Dediu. For all the success that Android handsets are having in the aggregate, Apple is leading in terms of revenue share and absolutely killing it from a profit share perspective with more than half of all handset profits.
- Expedia keeps evolving its Asian strategy increasing its investment in eLong, the largest Chinese OTA to 56%. Tencent also invested $84M in eLong for a 16% stake with the potential to market the service to its 674M active users.
- The one thing that Google wants but can’t have is access to Facebook’s data. And now Microsoft’s got it. Definitely feels like an “enemy of my enemy is my friend” kind a deal. The question is how deeply Bing will integrate the data into their search results. Even so will anyone care? Will it be the proverbial “tree in the forest”? Bing’s latest TV ads make me think they may have a winner.
- Many companies look to analysts like Gartner and Forrester for advice on how to improve their businesses. So here’s a guest’s-eye view of The Fontainbleu’s new mobile app from Forrester eCommerce analyst Julie Ask. Seems like there’s still work to do.
- LTE looks like it is going to be the standard for 4G networks (sorry Clear). But unlike GSM it may be very hard to take your LTE phone around the world as there are no fewer than EIGHT “core spectrum bands”. And it looks like spectrum fragmentation is not going away anytime soon, so read this great article discussing the implications of the problem and other reflections from the recent LTE World Summit.
- The check-in was a novelty when it started, but I gave up on it a while ago as the odds of being the mayor to earn a reward was low. But Starwood may have revived the check in, crediting Starpoints to guests who check in at Starwood properties.
- Well at least it’s not NFL lockout news, but the American court system is still hard at work. This time, the DOJ is investigating potential anticompetitive practices by the GDSs.
- Many people get excited about the promise of NFC for mobile payments. I was involved with RFID and NFC a decade ago and am, let’s just say “skeptical”. I think this article does a great job of describing why the recent buzz may be just a lot of sound and fury, signifying nothing.