The round-up of the show
Summary from a hula-hoop party you cannot afford to miss with clips from the blogosphere :
. Telecoms industry is hot as ever,
. Mobile broadband happens fast,
. Voice, video and services move to the web,
. Browser-based multimedia devices create demand,
. Mobile industry loves content more than ever
Telecoms is as hot as ever, despite a colder weather in Barcelona
With Victor Donselaar, Movial Applications at Nokia party
There is optimism this year : the industry is rich despite what we hear, there are still enough revenues to keep operators healthy. Encouraging to see 55,000 visitors (+3,000 from last year) as we were told fearing downturn in the telecom industry. Big deals also : on Valentine’s day Robert Murdoch made a dating approach to Yahoo! Microsoft acquired Danger, they did not put a value but rumors was that they paid 500M$ to get a mobile X-box (200% the investments of VCs). Numbers and quality of parties wer also up. Nokia in the harbor wins for the music, Sofinova in the monastery for the good ideas , Accel Partners for the architecture, Ramblas Digital for the best event survivors and. Mobile Jam and Mobile Sunday & Mondays for the best side-events. And if you prefer the large crowds at the fair so much, you could stayed in Hall 6, for an official opening party.
Advance of the mobile broadband bit pipe
There is acceleration of 3.5G deployments with 174 HSDPA implementations worldwide. Vodafone announced HSDPA+ with 42Mb/s download. Nortel announced an LTE joint-venture with Alcatel-Lucent and demonstrated a LTE base station prototype and Ericsson announced trials. China Mobile and Vodafone also announced LTE trials. LTE demo equipment shrunk from computer racks last year to board-size and specifications of 700 Mb/s were advanced. At the conference, ETSI warned not to repeat the 3G-UMTS over-selling roll-out too early as ITU has not yet started the 4G process.
WiMAX was pushed by Intel and Cisco, with somewhat more modest claims on range and speed as last year. There were activities to stimulate the eco-system but there little demand of market traction, except for Sprint roll-out. WiMAX vs. LTE could give operators a difficult CAPEX decisions in 2009.
Voice, video and beyond : change fast !
With the network becoming a fat but dumb pipe, the dramatic change of business models was highlighted by Softbank mobile CEO Masayoshi Son’s keynote. He claimed that 2008 is the year of the internet machine. The main message is that it is not about voice anymore and all about data services. Softbank sacrificed voice ARPU by offering free VoIP services to all subscribers. Japan 3.5G and smart-phone adoption makes it possible to provide richer content. Softbank alliance Yahoo! is a good model of the MNO of the future. They have a networked base business and add personalized value to Yahoo!

Inaki Amate, GM at Fjord creating delicious user experiences
Also at the at the awards ceremony, Yahoo! was given the award for the best mobile infotainment. My friends at Fjord and bit-side were delighted as they have contributed to Yahoo! Go 3.0 service development. Judges' comments: “Easy to use, made-for-mobile video service that’s fun, free and fantastic. Sure fire winner amongst the mobile video fans.“
Christine Perey was there, introducing
Informa’s report on the emergence of mobile social networks . The report estimates mobile social networking to exceed 50 million, 2.3% of mobile users. By 2012, there could be between 12.5% and 23% penetration. Mobile SNS revenues exceeded 3 B$ in 2007 and forecasted to grow to 30 B$ by 2012 (including all business models).
Jed Stremel, Director of mobile, Facebook announced the launch of their mobile service by Vodafone in 8 countries, using Intercasting client. They already have 6 million mobile users, generating 500, 000 PV/month (growing to 1 million). Facebook positions itself as social utility best for linguistic or geographic communities since it can be extended with open APIs . For example they have 3 million users in Turkey, a version in Spanish and French.
Bebo presented their mobile versions on Orange UK, O2 Ireland using client software from Newbay and Intercasting. Overall Bebo have 40 million on-line users averaging 40 minute usage / day. Users want mobile flat rate data plans and tariffs are still too expensive for mass usage, especially SMS-push at mobile SNS volumes. Jordy Mont-Renaud, mobile developer at Bebo , proposes different positioning for various services :
Facebook = be yourself , MySpace = be someone, Bebo = in-between
Yahoo! presented a way to aggregate multiple network from the client side, a solution our HP team considered enhancing with a network adress book.