Francisco Kattan

Insights on the Mobile Ecosystem

Posts Tagged ‘AT&T

The Mobile App Store Landscape 5 years Ai (After the iPhone)

[This is a repost of my guest article at SlashData‘s blog]

2009 was the year of the app store wannabes.  Following the remarkable success of the Apple App Store, OEMs, mobile platform vendors, mobile operators, and traditional aggregators either created new app stores or repositioned their existing offerings as app stores.  There are now between 24 to 32 app stores depending on who is counting (see Distimo’s app store report and the WIP App Store Wiki for reference), and more stores are surely to follow.  However, key questions remain about how the app store landscape will emerge after the current period of hysteria subsides and the dust settles.

– Are we going to see many app stores on each handset?
– Will app malls emerge to host multiple app stores within?
– Will operator stores gain critical mass?

[Or will we see a “no app store” future as proposed by Matt Millar via the comment thread?]

Andreas Constantinou wrote an excellent article that defines the app store building blocks and predicts a “dime-a-dozen” app store future.  I will build on this post, but will offer an alternative view of how the landscape will evolve.

It’s a Winner-Take-All Contest

If we were to extrapolate the current trend, we could expect a future where each handset will host many app stores.   An LG Android device on the Orange network would have the LG App Store, the Android Market, and the Orange App Shop.  The Verizon version would have the V CAST store in place of the Orange App Shop.  On top of this, you could add the Getjar multiplatform store and several specialty stores for say, games, health, and productivity apps to name just a few.  Can you imagine the mess this would create for the user experience?  Which app store do I launch? Which apps do I find on which store? Are apps duplicated on multiple stores?  Are the prices the same across stores or do I need to shop around?  Are the versions of the apps consistent across stores?

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Written by Francisco Kattan

January 22, 2010 at 10:35 am

Why Droid will hurt RIM more than the iPhone

By now I’m sure you’ve seen Verizon’s aggressive “idon’t” campaign to compete against the iPhone with its new Motorola Droid.  This is Verizon’s second attack on the iPhone after the first attempt with the Blackberry Storm failed miserably.   Despite the Storm, AT&T continued to add new subs on the strength of the iPhone.  Just last quarter AT&T added another 3.2 million new iPhones, 40% of whom were new customers to AT&T (a 2 year trend now).

Although Verizon desperately needs to counter the iPhone, I believe this latest attempt will hurt RIM much more than Apple.   In other words, it will backfire cannibalizing more Verizon RIM devices than AT&T iphone devices.   Here are two reasons why:

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Written by Francisco Kattan

November 18, 2009 at 10:20 pm