Opera Mini‘s reports on the state of mobile web are likely to be a true reflection of the mobile access and hence a surrogate marker of what’s popular at the given point in time. I am reproducing the snapshot of the Internet traffic here:

http://imgur.com/PZwCF

If you look carefully, bulk of the developing and the underdeveloped countries utilize the mobile web to access social networking sites. US (and some other developed economies) are lower down the scale.

Interestingly, the data transferred per user is a pathetic 7 MB (averaged over the month perhaps?) which means that operators are still being generous with their limits. However,  this is a crude approximation. For once, we have a clear proof that mobile internet is definitely a part of their value added services kitty but is NOT the revenue driver for them. They are offering it because there is no alternative.

This also explains their aggressive stance to get the 3G spectrum; primarily to add more voice customers than to offer data services.

If you look at the snapshot of the popular phones, Nokia is still leading the pack but majority of them are NOT smartphones. These java based handsets are pathetic in terms of functionality and at best useful for “checking the status updates” on Facebook.

A surprise entry is that of “Micromax” handset; they have capitalized on aggressive marketing and low price entry point.

Unfortunately, this does not portend good for the broadband initiatives. A cursory glance at the top sites (Google leads the pack) is only indicative. Google has benefited from being the default search engine on the browser and hence the port of call for any search. I barely use my handset for GPRS (or EDGE) for web surfing because smartphones (and their form factor) is basically useless to transact anything useful. For me, the only reason to invest is for email.

Nevertheless, this report can again be questioned in terms of “growth of users”. It is not clear about how the methodology has been arrived at and what has constituted the “growth in real terms”. However, one thing is clear. Most of the web sites focused on Indian content don’t have mobile strategies to counter the growth in the user base. Pathetic.

Indeed, with majority of the young adults unable to read/write or even engage in meaningful conversations on Indian polity, this “dumbification” was expected.

Facebook, although shows some presence (in terms of mobile access), mobile broadband is still “not hot” in US of A. There could be myriad factors but then Opera’s state of web access is best a “snapshot” of the handsets and it’s deal with the OEM‘s to bundle the product.

Related articles

• New mobile Web Google Maps highlights sorry state of native iOS app (arstechnica.com)
• Small world on small screens (opera.com)
• Google Maps For Mobile Updates With More Features (techie-buzz.com)
• Half of India uses Internet only through Mobile [Infographic] (trak.in)
• Mobile Web Content in East Africa [Report] (whiteafrican.com)
• Mobile Web in India grows 308% – Micromax one of the most popular mobiles to access Internet (trak.in)
• Opera to supply its mobile browser solution to Spreadtrum (opera.com)
• Book Review: Professional Mobile Web Development (books.slashdot.org)
• Web App Masters: Native or Web-Based Mobile Apps? (lukew.com)
• Maxis customers to surf the Internet up to six times faster with the Maxis-Opera Mini browser (opera.com)
• Opera Mini now sports Indian content by default! (trak.in)
• More Features in Google Maps for Mobile Browsers (mt-soft.com.ar)
• Google revamps Google Maps browser edition for iOS and Android (mobile-ent.biz)
• Saatchi mobile marketer: Mobile web is better value than apps (briefingmedia.wordpress.com)
• State of the Mobile Web (francescofederico.net)
• Why I’m Not Excited About Mobile Applications (samirbalwani.com)
• 58% Of Mobile Web Users Get Their Content Fix Through Browsers: Jumptap (techcrunch.com)
• Mobiltel joins the Opera Mini adventure (opera.com)

Tags: 2G, 3G, 3G, android, API, Broadband, conversation, data services, default search engine, Digital Divide, DoT, East Africa, EDGE, Facebook, Google, GPRS, handsets, India, Internet, Internet Access Devices, internet traffic, Java, Media, Micromax, Mobile, mobile access, Mobile Browsers, Mobile Service Providers, mobile web, Mobiles, NOK, Opera, Opera Mini, Proprietary Software, search engine, Smartphones, smartphones, Social, Spectrum, Spectrum, techcrunch.com, Telecommunications India, traffic, underdeveloped countries, US, Value Added Services, Value Added Services (VAS), Web Sites, web surfing

Of course, there are people who are breathless about India‘s potential. Business Insider has written about it recently.

I could give a rebuttal to each and every slide posted here.

And of course, it’s not hunky dory. So despite the huge potential (because of population), why are we not seeing the explosion of opportunity in this space?

Fact is that VAS (value added service) is an unproven concept. In the Indian market, no one wants to risk out a potential investment of crores before finding out that this is a dead dodo. I don’t have authentic figures for the existing services available and in any case, no one releases them publicly as a matter of fact. It is safe to presume that VAS is a market that never took off beyond the “ring tones” market. It is unlikely that we are going to see any action in this space in the near future. Indian mobile “revolution” is seriously voice based though.

The same analogy holds true for the data services (GPRS and 3G) as well.

I have written about it extensively earlier (Do have a look at the related entries).

Related articles

• XOP Networks Introduces Mobile Service Provider Value Added Services (VAS) Package (prweb.com)
• My Mobile Interview: Scope of Indian language in VAS (mahesh.com)
• Indian Mobile VAS Market To Reach Rs 55,000 Crore By 2015.Really? (trak.in)
• Reliance to launch VAS for Indian rural community (globalthoughtz.com)
• Mobile Content: Where the f*** it is? (broadbandblog.in)
• Mobile based location services (broadbandblog.in)
• Indian government considers cellphone tracking as part of National Telecom Policy (thenextweb.com)
• Limbo (chloewantstobechic.wordpress.com)
• Get to know the India tech scene in 59 quick slides (thenextweb.com)

Tags: 2G, 3G, 3G, Broadband, data services, GPRS, India, location services, Media, Mobile, Reliance, Social Media, Telecommunications India, Value Added Services, Value Added Services (VAS)

NYT has a “poigant coverage” of Vodafone India. It gets some facts right. Vodafone is embroiled in a legal case stuck in Supreme court regarding tax evasion. I am not aware of the complexities but Vodafone is still awaiting the final decision.

The second fact is about heavy investments in advertising. If you can’t make up for anything else, scale up the bullshit and so goes the Vodafone’s motto.

Now comes how NYT is unable to refine the issues.

It says,

Vodafone has also been trying to get higher-paying customers on board, by offering monthly unlimited service for BlackBerry users, for example, for 899 rupees ($19.98). But all mobile companies compete fiercely for BlackBerry users, and at around a million people, they make up just a sliver of India’s population of 1.2 billion.

Vodafone has the WORST package in terms of data access. Period. If they feel that they can scale up the revenues by trying to milk the “blackberry” users, they are obviously mistaken and have their heads up their asses.

Vittorio Colao, Vodafone’s chief executive, alternates between enthusiasm and frustration when discussing India. The country’s “communicative, talkative society is the ideal ground for a communications company,” he said in a telephone interview.
At the same time, he said, “in the Indian regulatory system sometimes there is a tendency to see the telecom sector as a lemon to be squeezed.”

Fuck you moron. No one asked you to come here to try and lick the regulator’s ass. If you feel frustrated, leave the damned country. I would have nothing do with your screwed up zoozoo (or whatever contraption you have invented).

Oh here comes the veiled threat: (emphasis mine)

Despite their travails, Vodafone executives say they are committed to India. But they hint that they may rethink things if they are still left with a multibillion-dollar tax bill after the Supreme Court decision this summer.
“We like India, it is an important part of Vodafone; but we need to be reassured that it is a business-friendly environment,” Mr. Colao said. “For the time being we continue to invest.”

Hmmm. Business environment is as good as the fact that a company complies with local laws. If Vodafone decides to evade the tax (as per the Indian tax authorities), then the tax people have a good enough reason. Why should vodafone try and evade the taxes and not play along with what’s fair?

I’d be happy to see it rid of the damned pug and the zoozoo.

If Vodafone is so keen to grow “organically or inorganically” (whatever the fuck that means), they need to listen to their customers first. Arguably, not hide behind a customer care unit, bring in transparency and open up the VAS. For example, there is a huge disconnect in the price for Internet access in pre-paid and post paid segment. How come? In any case, the GPRS sucks (as an end user, I’d never touch this with a barge pole), their VAS is pretty useless.

I’d try and focus something on Content issues later; how mobile customers get shortchanged and what is the possible way out. Seriously, their Indian team needs to gird up because giving service is not a cake walk.

If some dingbat from NYT is reading this, first ascertain your facts. There is lot of PR bullshit mentioned in your write ups; before you hold up the mirror for “responsible journalism”. So far, Vodafone has grown taking advantage of lax regulations (by crowing about continued business interests) but customers are being blatantly ripped off.

I would strongly suggest to avoid Vodafone because it’s post paid plans get pretty expensive in the long run if you use the data services because as they mentioned, they like to squeeze their customers like lemons.

Related articles

• Vodafone top gainer in India number portability-trade (reuters.com)
• India court defers Vodafone tax case hearing (reuters.com)
• Vodafone and Essar hire banks to value joint-venture stake (telegraph.co.uk)
• Impressive Marketing, the ‘ZooZoo’ Style (globalthoughtz.com)
• Spat Delaying Vodafone’s India Tower Assets Sale (online.wsj.com)
• Vodafone says OK with Essar IPO of Indian JV stake (reuters.com)
• Will Vodafone discard the Zoozoo? (adpunch.org)
• India court defers hearing on Essar Telecoms merger to April 1 (reuters.com)
• Vodafone says still believes no tax to pay on India deal (reuters.com)

Tags: Advertising, author, data services, DTH, GPRS, India, Internet, Mobile, Telecommunications India, Vodafone, Vodafone India