[Video] Sybase Bearish On Mobile Advertising Opportunity; Sees Mobile Video Surge

November 17, 2009

Sybase 365 Marty Beard bullish on the mobility market, but not mobile advertising

When I think of Sybase, I naturally imagine large databases and perhaps analytics software, but not as a mobile messaging operator!

But as I learned last night, I was dead wrong: Sybase, through its mobile subsidiary Sybase 365 is the world’s largest inter-operator mobile messaging company.

This year, Sybase 365 expects to reach $200 million in revenues (up 14% from last year) or about 1/5 of the company overall revenues.

“We connect virtually all the 900+ mobile operators in the world and reach over 4 billion mobile phone users [out of 7 billion worldwide],” explains to me Sybase 365 President Marty Beard, speaking yesterday at TiE’s first entrepreneur week in Santa Clara, Calif.

For Beard, the closest competitors are Syniverse – which recently acquired Verisign’s mobile messaging business for $175 million in cash – and Ericsson IPX solution.

Mobile advertising has not lived up to its promise

By being at the centre of the world’s SMS and MMS (Multimedia Messaging Service) traffic, Sybase 365 can spot early trends in mobile commerce around the globe including hot areas like mobile CRM, mobile banking and mobile money transfer. Surprisingly, mobile advertising is not one of them.

“Most of the mobile advertising business has been around messaging, sending SMS or MMS to consumers and not banners or even ads inside these messages. Pure advertising on mobility has just not lived up to its billing at this point,” adds Beard.

Sybase saw traffic surge after Apple enabled MMS on iPhone

Another new trend in the mobility market is the uptake of videos transferred on mobile networks using MMS. This is especially true since Apple added the MMS feature to its latest iPhone 3GS device. ”When Apple enabled MMS, the traffic spiked 600% and video is a huge part of that,” said Beard.

Follows are excerpts of our video interview with Beard at the TiE event. First on Sybase 365′s business:

And then on mobile advertising:


Mobile World Congress Opens In Smartphone Fanfare

February 16, 2009

The Mobile World Congress just opened this morning (Europe time) in Barcelona, Spain, and the mood is still upbeat despite the recession.

Nokia, HTC and many other mobile vendors were inviting loads of reporters/bloggers to the event, all expenses paid of course!

The GSM Association which organizes the yearly event expects over 1,200 companies to show off their new wares in the Catalan capital and more than 60,000 attendees.

Smartphones: the bright spot in a declining mobile phone market

A slew of smartphones make up the main attraction of this year’s show. Gartner expects the smartphone category to grow 32% this year despite a 4% to 5% drop of the overall mobile phone devices market in 2009; the first in 10 years!

Here are some of the smartphones unveiled at the show: Sony Ericsson’s Symbian-based 10-megapixels prototype Idou; Acer’s first ever touchscreen smartphones; GPS smartphones from Garmin (Nuvifone) and Inventec; Toshiba TG01; HTC Touch Diamond 2 and Touch Pro 2; LG Arena; Nokia’s E75 and solar panel phones from LG and Samsung.

No words yet on Dell’s eventual entry in the smartphone business.


Nokia Handset Business Tumbles, Now Expects Global Mobile Market To Drop 10% In 2009

January 22, 2009
The Consumer Electronics Association hopes for a 2.1% in cell phone sales in 2009. Wishful thinking?

The Consumer Electronics Association hopes for a 2.1% in cell phone sales in 2009. Wishful thinking?

The world’s largest maker of mobile phones posted today a 69% drop in fourth-quarter profit of $751 million and a 19% revenue decline, still at over $16 billion.

During the last quarter, Nokia shipped 113.1 million handsets, down 15% over last year.

The mobile phone manufacturers are being hit hard in ’09

Competitors are not doing much better either.

Last Friday, rival handset maker Sony Ericsson posted a second-straight quarterly loss at $245 million. And Motorola also said it will report a fourth-quarter loss and slash an additional 4,000 jobs.

Meanwhile, Nokia lowered its outlook for global mobile devices sold in 2009, saying it now expects them to fall 10% compared to an earlier forecast of a 5% drop.

At the Consumer Electronics Show earlier this month, the CEA hoped for a 2.1% sales growth in mobile phones. That might be just wishful thinking at this point.


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