Twitter Now Over 145 Million Users #mobile

These are some impressive stats for the — four year old company.

We talk about Apple and it’s 250 thousand apps but Twitter has nearly 300 thousand apps.

Amplify’d from techcrunch.com

When I read Twitter CEO Evan Williams post tonight about the state of Twitter from a mobile perspective, the first thing that jumped out at me what that Twitter for Android, an app Twitter worked hard on, isn’t even in the top 10 most-used apps for the service. But Williams also used the post to whip out some impressive numbers. Chief among them: Twitter now has over 145 million registered users (though presumably less than 150 million, or he would have said that). And there are now nearly 300,000 registered apps in the Twitter ecosystem.

  • Mobile users have jumped 62% since mid-April
  • 16% of all new users to Twitter now start on mobile (it was 5% before Twitter started doing branded mobile clients)
  • 46% of active users use some sort of mobile Twitter experience
  • 78% of people who interact with Twitter still do so through twitter.com — though that number includes people who use more than one app
  • m.twitter.com is the second most-used Twitter interface at 14%
  • SMS and Twitter for iPhone are tied at 8%

See more at techcrunch.com

 


Is Sprint Out of the Doghouse #mobile

This is a rather financially thick conversation but it’s worth the read. There has been talk during Q2 and Q3 that T-Mobile was for sale and Sprint was the suitor.

In reading this financial analysis of the top four mobile carriers — it’s Sprint that is ripe for purchase. The company has an EV of $29 billion. T-Mobile is sitting comfortably at an EV of $113 billion. If this acquisition is still on Deutsche Telekom’s radar — it would bring the spectrum rich Clearwire into the fold.

It does not appear that Sprint is financially stable — yet. Analysis have Sprint down as loosing subscribers and revenue over the next three years — ouch.

Amplify’d from seekingalpha.com

Now the kicker with Sprint is the fact that they have 48million subscribers. At $29billion enterprise value, that values each subscriber at about $600.

AT&T has an EV of about $220billion and 85million customers for a valuation of $2600 per subscriber. AT&T has some wireline business so we can give wireless 65% of the valuation or $143billion for a value per subscriber of $1700.

Verizon has an EV of about $190 billion and 87million customers for a valuation of $2200 per subscriber. They also have some fixed line stuff, but its earnings is nominal at the moment, at best maybe worth $10billion, which would make each wireless subscriber worth about $2000.

Deutsche Telekom’s (DT) TMobile has an EV of $113 billion with 40% of revs from US wireless equals $45.2billion. With 34million subscribers, it is worth about $1300 per subscriber.

A German marriage leading to an American pure-bred? TMobile has suffered a bit in the US as well. I wouldn’t be surprised if Deutsche Telekom took the initiative in making a stock offer for Sprint, and spinning out the US operations to shareholders at a cost of about $8/share.

Because I like its stock at a $29billion EV, you may want to look into some 10% yielding Sprint bonds as well. Personally I’d pick the shorter duration ones and try to pick up the senior secureds if possible.

Read more at seekingalpha.com

 


Google Making Extraordinary Counteroffers To Stop Flow Of Employees To Facebook

This story is rather curious. Google and Facebook battling it out for getting their hands on the best and brightest. I think that FB is playing a little dirty pool but I guess that is what you need to do when going up against that likes of Google.

Zuckerberg is sweetening the pot by offering low priced private stock as currency. When/if the company goes IPO — we could be looking at dozens of millionaires. Obviously, Google is countering some offers but not others. This game might set a dangerous precedence for both companies.

Amplify’d from techcrunch.com

Facebook is in what’s called a recruiting sweet spot right now. Out of control growth in users and revenue and a nearly certain IPO run in the near future. That’s when employee growth expands at the greatest rate for a company as it grows from hundreds to thousands and then tens of thousands of employees. And with low priced private stock as currency, companies in that position can generally get anyone they want.

One recent Googler, we’ve confirmed, was recently offered a counter offer he couldn’t refuse (except he did). He was offered a 15% raise on his $150,000 mid level developer salary, quadruple the stock benefits and…wait for it…a $500,000 cash bonus to stay for a year. He took the Facebook offer anyway.

Sources close to Google tell us that about 80% of people stay when they’re offered a counter to a Facebook offer. But some still leave. Part of that may be that Facebook is quietly telling people, never in writing, that there’s no reason their stock won’t hit $100 billion in total valuation over the next couple of years. No guarantees, yadda yadda, but hey if you get 1/10 of 1%, that’s $100 million in stock. Now it’s a party.

Read more at techcrunch.com

 


T-Mobile’s HSPA+ Network Continues to Grow #mobile

We have all heard the stories — not just from me but from various outlets — that Magenta is rolling out HSPA+.

T-Mobile mentioned earlier this year that the goal was 185 million pops. On Tuesday the 31st — Magenta updated their goal to 200 million pops. T-mobile simply continues to impress and push the envelope.

Amplify’d from press.t-mobile.com

— Aug. 31, 2010

Today, T-Mobile USA, Inc. announced the continued expansion of its super-fast mobile broadband network to 100 million Americans in more than 55 major metropolitan areas. T-Mobile’s HSPA+ network which offers theoretical peak throughput speeds of 21Mbps is now available in Boston; Erie, Penn.; Fresno, Palm Springs and San Diego, Calif.; Miami, Fla.; Richmond, Va.; Spokane, Wash.; and Topeka, Kan. “Our new network offers today’s available 4G speeds to more people than any other wireless network in the country and we’re not done yet. We are now on pace to more than double our HSPA+ footprint reaching more than 200 million people by this year with plans to offer 42Mbps theoretical speeds in 2011,“ said Neville Ray, chief network officer for T-Mobile USA. For more information, please visit http://t-mobile-coverage.t-mobile.com/coverage.

Read more at press.t-mobile.com

 


Anime Show Targets Smartphones

In all honesty I know very little about the Anime market but it appears to be a rather rapid and loyal customer base. Oddly enough so are iPhone subscribers.

It would only seem natural from a marketing perspective that the two join forces and promote Corpse Princess. I am clipping the story not to promote anime but to shine the light on the mirad of ways you can promote an event through social media or social sharing.

Mobile Marketing Anime Show Targets SmartphonesThe Corpse Princess has set her sights on smart phones.

The anime series of the same name is coming out on DVD September 14, and distributor FUNimation Entertainment is using the mobile advertising network iVdopia to get the word out. It’s all about engaging fans of anime, a genre of animation with roots in Japanese manga, or comics.

Something called the Viper Ad lets users swipe away an entire screen-takeover with a fingertip, unearthing the next image. With mobile social media, users will be able to share Corpse Princess videos with friends on sites like Facebook and Twitter. Fans will also be able to view multiple clips from the series on their phones.

The campaign for the DVD release of the show, titled Shikabane Hime in the original Japanese, is a natural progression for a business that has long understood–and even encouraged–fan sharing. For example, the Internet is rife with fan-translated chapters of popular manga long before they’re released in English, since copyright owners know that these translations increase consumers’ interest for a book’s official release. While other video content owners fear allowing copyrighted material to be viewed on mobiles, the anime/manga industry gets it.

Read more at www.mobilemarketingwatch.com

 


T-Mobile Outage In Seattle? – Unconfirmed reports are coming in via Twitter that T-Mobile is currently… http://ht.ly/18Pp50 http://bit.ly/9joXSs

Good new iTunes 10 is now up and ready — http://www.apple.com/itunes/download/ #mobile http://amplify.com/u/9krl

New Media Brief Podcast Episode #25

Our lastest podcast is up — minus one — @robbiethegeek. He is moving back into NYC so hopefully he will be back next week. You catch the free podcast at one of these places:

iTunes: http://ht.ly/2yfxW

Podcast Machine: http://ht.ly/2yfCr

New Media Brief Site: http://ht.ly/2yfAh


I don’t think I can be critical of paper.li — especially that it’s an alpha. So with that said I truly see how powerful paper.li will be — in the future. Today it’s not very customizable — that is really the only complaint I have. http://bit.ly/bmwO3Y

T-Mobile USA Promises 42-Mbit/s 3G in 2011

In the mobile network operator space this is a significant improvement. T-Mobile who is currently rolling out HSPA+ to 100 markets — announced that it will be doing a software upgrade to that network in 2011.

Today, HSPA+ has a theoretical download speed of 21Mbp/s. The software upgrade will allow the carrier to push the download speeds to 42Mbp/s. This is known as a dual carrier HSPA+. This is exactly what Telus is doing in their labs.

Yes, this is in direct response to Verizon’s LTE network upgrades for 2010 as well as AT&T for 2011. Now in theory LTE has a slight speed advantage but T-Mobile at least for now is in the transitional 3G lead. Especially, since Magenta will be releasing the HTC G2 — the compnaies first HSPA+ superphone in the US.

Read the full story: http://ht.ly/18OFOE