Posts in Analysis

Analysis 

What is Atme?

Over the last few days, there had been advertisements for @me (atme) on TV. While it offers little information, @me promises freebies related to phone calls, SMS, and sticker service between its users. Based on what we discovered, there may be a link between @me at a mobile operator.

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Analysis  Opinion 

Prepaid Nation. Or How Online Services Companies Can Make Money in Indonesia

The other day Pando published a story about how being “big in Indonesia” is like a kiss of death for Path. In a similar way, this seems to apply to other companies like BlackBerry, Friendster, Multiply, and Koprol, though obviously not to all international technology companies. With that in mind, what failed them and why is Indonesia such a tough market to crack financially?

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Analysis  Interview 

If You Think Indonesia’s e-Commerce Market Is Perplexing, You Haven’t Done Your Research

Several days ago Quartz published an article about the state of the e-commerce industry in Indonesia. The article pointed out the quirky characteristics of the Indonesian market which contribute to the challenges for anyone wishing to operate an online commerce venture in the country. Andrias Ekoyuono of startup incubator Ideosource and Magnus Ekbom of e-commerce giant Lazada weigh in on the matter.

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Analysis 

Mobile Carriers Must Rediscover Themselves to Survive The Onslaught of Communications Apps

Last year Viber CEO Talmon Marco took the fight to the telco companies around the world. On stage at the Mobile World Congress in Barcelona, he described how Viber had introduced various features to text messaging in just two years that SMS still did not have after decades. This year, WhatsApp CEO Jan Koum announced voice calling for WhatsApp at the same event. The war between telco infrastructure companies and communication services companies is becoming more intense.

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Analysis  News 

Facebook May Have Also Acquired WhatsApp to Avoid Future Competition

WhatsApp co-founder and CEO Jan Koum insisted that the Facebook deal to acquire WhatsApp would not have happened if Facebook were to interfere in WhatsApp’s operations. With Facebook’s resources, WhatsApp may not have to worry too much about having to generate revenue but as Koum said in his blog post, everything remains as it is, including the $0.99 a year subscription service. This acquisition gives Facebook protection against potential competition that it may have had to face if WhatsApp falls to another company’s hands.

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Analysis  News 

Mark Zuckerberg: Advertising is Not the Way to Monetize Messaging Systems

Instagram was Facebook’s blockbuster deal back in April 2012 when the company announced that it was acquiring the photo sharing network for $1 billion, a deal that ultimately closed at $715 million in Q3 2012. The discrepancy in price was due to Facebook’s falling stock price at that time and the fact that over 60 percent of the acquisition was paid in shares. Instagram slowly rolled out its revenue strategy through implementing in-stream ads in late 2013. With this WhatsApp deal, some fear that it will also follow the advertising path.

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