Tuesday, April 07, 2009

Waiting for the 17.99 operator

I was at Riga's first Mobile Monday (unless I am hallucinating something like this happening several years ago). It was well attended (but no one from any operator!!) and I made an impromptu presentation on what is happening on the local market.
Basically, my points were:

--the market is nearly saturated with more than 2 million users of mobile services out of a population of 2 million plus.
--pricing is moving toward flat rate or quasi-flat rate (x-hundreds of minutes for a fixed fee), and flat rate on mobile broadband.
--the network is used less and less for revenue-generating voice and more and more for mobile broadband access.
--new revenue is coming from apps and web-based services on, operators aren't getting a cut of this and their biggest problem will be -- how to share in the new "hamburger" model of mobile services (network layer, operating systems, apps, etc.).
--if operators don't find ways to capture this new, de-coupled revenue, they will have to be satisfied with the 19.99 per month all-you-can-eat customer until the 17.99 offering comes along.

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