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Monday, November 16, 2009

Morgan Stanley: 8 Key Mobile Internet Themes

8:18:00 PM Posted by Oscar Berg , No comments
Morgan Stanley presents some interesting statistics about the economy and Internet trends in this presentation (pptx) from Web 2.0 Summit in San Francisco a couple of weeks ago. In the presentation, they point out 8 Key Mobile Internet Themes:
  1. Mobile Internet Usage Is and Will Be Bigger than Most Think.
  2. Apple Mobile Share Should Surprise on Upside Near-Term.
  3. Next Generation Platforms (Social Networking + Mobile) Driving Unprecedented Change in Communications + Commerce.
  4. Mobile in Japan + Desktop Internet Provide Roadmaps for Mobile Growth + Monetization.
  5. 3G Adoption / Trends Vary By Geography.
  6. Carriers in USA / W. Europe Face Surging Network Demand But Uncertain Economics.
  7. Regulators Can Help Advance / Slow Mobile Internet Evolution.
  8. Mobile-Related Share Shifts Will Create / Destroy Material Shareholder Wealth.
Here are explanations of a couple of the trends above:
2. Apple Mobile Share Should Surprise on Upside Near Term

Near term, Apple is driving the platform change to mobile computing. Its mobile ecosystem (iPhone + iTouch + iTunes + accessories + services) market share / impact should surprise on upside for at least the next 1-2 years.

Long term, emerging markets competition, open mobile web (paced by likes of Google Android) and carrier limitations pose challenges. RIM likely to maintain enterprise lead for 1-2 years owing to installed base.

3. Next Generation Platforms (Social Networking + Mobile) are Driving Unprecedented Change in Communications + Commerce

Improvements in social networking and mobile computing platforms (led by Facebook + Apple ecosystems) are fundamentally changing ways people communicate with each other and ways developers / advertisers / vendors reach consumers.

Mobile devices will evolve as remote controls for ever expanding types of real-time cloud-based services, including emerging category of location-based services, creating opportunities + dislocations, empowering consumers in unprecedented + transformative ways.


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