Randall Stross of the New York Times has an excellent analysis and shows some very good reporting around the SMS industry and to what lengths the carriers will go to preserve what they have.
In many ways this makes me think of Twitter and the value it would bring to a mobile operator, much the same way that Plaxo will bring value to Comcast. Loyalty and usage fees from that usage are my first thoughts.
Let's face it. Twitter is sticky. It's addictive. It's messaging. It conforms length wise to SMS very well. Most of all, people are already using various clients on mobile devices already to Twitter back and forth.
I say, some smart mobile operator will bag Twitter in 2009 simply to be in control of it. Heck, maybe even a group of them will buy it up.
Something I have wondered about which I was hoping the article would touch on is how the carrier deal with services which generate large amounts of SMS such as Twitter ? I can see the revenue stream from users sending tweets, but what about all the device updates from Twitter ? How about something like Flightaware.com, which can send out alerts on flights. I have been looking for representative revenue models but haven't found any yet. Any pointers would be appreciated.
Posted by: Tony Palik | May 06, 2009 at 07:31 AM