I heard from DoCoMo, Vodafone and Nokia this morning (but Sling Media stole the show in the early afternoon).
I wanted to highlight a few key points that jumped out at me:
Smartphones represent LESS than 10% of the market in every western country except Italy
Smartphones are primarily used by males, over 35 earning circa six figures (except Italy).
Smartphone use is going from “snacks” to “utilities” (no mention of Italy)
Wow.
The smartphone show as really packed- and they’re all rushing for sub 10% market? Obviously, this is going to grow and obviously more services are going to become available, but today’s conference has really reinforced how risky it is to be making early stage investments in the mobile application space (unless there’s a solid web tie-in?). You definitely want to be selling the shovels, not digging for the gold…
Some of Tim O’Reilly’s Address Book 2.0 thoughts came out, but on balance, I was pretty disapointed with what I heard… hopefully FOM will be much better.
Jason Ball 