The global mobile internet was born today 18 years ago, on February 22, 1999 by Gerhard Fasol NTT Docomo announced the start of i-Mode on February 22, 1999 at a press conference in Tokyo Today, 18 years ago, on February 22, 1999, Mari Matsunaga, Takeshi Natsuno, and Keiichi Enoki announced the start of the world’s… Continue reading Mobile internet coming of age: i-Mode’s 18th birthday
On 18 July 2016 SoftBank announced to acquire ARM Holdings plc for £17 per share, corresponding to £24.0 billion (US$ 31.4 billion) SoftBank acquires ARM: acquisition completed on 5 September 2016, following 10 years of “unreciprocated love” for ARM On 18 July 2016 SoftBank announced a “Strategic Agreement”, that SoftBank plans to acquire ARM Holdings… Continue reading SoftBank acquires ARM Holdings plc: paradigm shift to internet of things (IoT) and a Vodafone angle
The global mobile internet revolution started with Docomo’s i-Mode on February 22, 1999 i-Mode, Happy Birthday! Today, exactly 17 years ago, on February 22, 1999, NTT-Docomo launched the world’s first mobile internet service, i-Mode, at a press conference attended only by a handful of people. NTT-Docomo created the foundation of the global mobile internet revolution,… Continue reading Mobile internet’s 17th birthday
Annual revenues exceed US$ 170 billion in FY2014 Japan’s mobile telecommunications sector continues to grow The global mobile internet and smartphone revolution started in Japan in 1999, and Japan’s mobile telecommunications market is the world’s most advanced and most vibrant. Much mobile innovation and inventions, such as camera phones, color screens for mobile phones, mobile… Continue reading Japan mobile operators grow to US$ 25 billion in operating profits for FY2014 (ended March 31, 2015)
The mobile internet was born 16 years ago in Japan Galapagos-Syndrome: NTT Docomo failed to capture global value On February 22, 1999, the mobile internet was born when Mari Matsunaga, Takeshi Natsuno and Keiichi Enoki launched Docomo’s i-Mode to a handful of people who had made the effort to the Press Conference introducing Docomo’s new… Continue reading i-Mode was launched February 22, 1999 in Tokyo – birth of mobile internet
Nokia strengthens No. 1 market position in Japan’s mobile phone base station market! Japan’s mobile phone base station market Japan’s mobile phone base station market is about US$ 2.6 billion/year and for European companies Ericsson and Nokia the most important market globally, although certainly also the most difficult one. Nokia is No. 1 with a… Continue reading Nokia No. 1 in Japan! – Panasonic to sell mobile phone base station division to Nokia
LINE revenues: LINE announced quarterly revenues on their website, the revenue data are redrawn below, with approximate US$ amounts shown as well. Extrapolating assuming continued linear growth, we can estimate expected annual LINE revenues of YEN 70 billion (US$ 700 million) for the full year 2014. Yesterday I was interviewed by Wall Street Journal about… Continue reading LINE revenues: LINE announces YEN 14.6 billion first quarter revenues
SoftBank overtakes Docomo and KDDI in all major KPIs SoftBank presents annual results for the Financial Year which ended March 31, 2014 today, NTT-Docomo and KDDI presented their results a few days ago. Using projections published by SoftBank and using data found in the Japanese business press over the recent days, we have compared SoftBank,… Continue reading SoftBank overtakes Docomo and KDDI in revenues and income and market cap
Docomo financial report for FY2013: US$8.2 billion operating profits but withdraws from India by Gerhard Fasol On April 25, 2014 NTT-Docomo announced annual results for FY2013 (April 1, 2013 – March 31, 2014) and explained the way forward. Annual revenues are YEN 4461.2 billion (US$ 33.6 billion), operating income is YEN 819.2 billion (US$ 8.19… Continue reading Docomo financial report for FY2013: operating income of YEN 819 billion (US$ 8.2 billion)
by Gerhard Fasol Many press articles get SoftBank market share in Japan wrong With SoftBank‘s acquisition of US No. 3 mobile operators Sprint and the possibility that Softbank/Sprint will also acquire No. 4 T-Mobile-USA, SoftBank and Masayoshi Son are catching global headlines. SoftBank market share in Japan: Many media articles report wrong data, because they… Continue reading SoftBank market share in Japan – many articles get it wrong. What is SoftBank’s true market share in Japan?
Japan is No. 1 globally in terms of iOS AppStore + Google Play revenues, bigger and faster growing than USA 10 out of 25 top grossing apps in Japan are of foreign origin Japan game market report (398 pages, pdf-file) AppAnnie showed that in terms of combined iOS AppStore + Google Play revenues, Japan is… Continue reading Japan iPhone AppStore: 10 out of the 25 top grossing apps in Japan are by companies of foreign origin. Can you guess which?
Social media revolutionize brand marketing: people don’t want to be told what to buy, but want to discover and share Social media marketing: Consumers have now taken control of what they watch, read and listen to and so the messages they receive are the ones they chose to receive. Brands must now deserve that attention… Continue reading Social media marketing: Social media is revolutionizing the way we market brands (Ray Bremner, President & CEO, Unilever Japan)
Below are notes for an interview for the French newspaper LesEchos. The full article can be found here. On Thursday January 16th, 2014, NTT Docomo announced the postponement of mobile phone handsets based on the TIZEN operating system. This is actually the second time that NTT Docomo has postponed the planned introduction of TIZEN handsets,… Continue reading Docomo postpones Tizen OS mobile handsets for the second time
Ericsson Mobile Business Innovation Forum Tokyo: summary by Gerhard Fasol Ericsson held the Mobile Business Innovation Forum in the Roppongi Hills Tower in Tokyo on October 31 and November 1, 2013 delivering a great overview of the push and pull of the mobile communications industry: technology push, M2M and user pull, as well as how… Continue reading Ericsson Mobile Business Innovation Forum – Tokyo
SIM free iphone japan finally arrive in Japan – directly sold by Apple. SIM-lock free iPhone 5s and iPhone 5c are now officially sold via the Japanese section of the official Apple.com webstore. It has been official policy recommendation (not regulation) by Japan’s General Affairs Ministry (総務省) for Japan’s mobile operators to sell SIM-free mobile… Continue reading SIM free iPhone Japan: officially on sale by Apple in the online Apple store
Supercell investment by SoftBank and GungHo Supercell investment leverages paradigm shift, time shift and market disconnects Smartphones and the “freemium” business models are bringing a dual paradigm shift to games and create a new truly global market. To take advantage of this global paradigm shift, its necessary to overcome the cultural disconnects between markets. SoftBank… Continue reading Supercell wins SoftBank and GungHo investment
Japan game market disruption: new smartphone game companies overtake Japan’s game icons like Nintendo in income [日本語版はこちらへ] Since last financial year (ended March 31, 2013), three newcomers (GungHo, DeNA, and GREE) combined achieved higher operating income and higher net income than all 9 iconic Japanese game companies (Nintendo + SONY-Games + SegaSammy + BandaiNamco +… Continue reading Japan game market disruption: GungHo + DeNA + GREE overtake Japan’s game icons
Japan’s iconic game companies (Nintendo, Sony, Sega-Sammy, Bandai-Namco, Konami, Takara-Tomy, Square-Enix, Capcom, Tecmo-Koei) see brutal disruption by smart phone games Japan game sector disruption: Three newcomers (GREE, DeNA and GungHo) achieve higher operating income than all top 9 incumbent game companies combined Japan’s top 9 iconic game companies, Nintendo, Sony, Sega-Sammy, Bandai-Namco, Konami, Takara-Tomy, Square-Enix,… Continue reading Japan game sector disruption
Masayoshi Son threatened to set himself on fire in Japan’s Post and Telecommunications Ministry? Is it really true? by Gerhard Fasol Masayoshi Son is known for his unbreakable will to achieve his and his companies’ business goals, and the will to take risks. Masayoshi Son threatened to set himself on fire in the Ministry?!? Spectrum… Continue reading Masayoshi Son threatened to set himself on fire in Japan’s Postal Ministry?!
SoftBank gaining market share in Japan SoftBank market cap catching up with Docomo Mobile subscription data released last week show, that the SoftBank group continues to gain market share while incumbent NTT-docomo continues to lose market share – an upward trend for SoftBank, and a downward trend for NTT-docomo essentially unbroken since SoftBank acquired Vodafone-Japan… Continue reading Growth in Japan: the SoftBank group