Morgan Stanley has released "The Mobile Internet Report," providing an overview of
the rapidly changing mobile internet and mobile social networking authored by its technology and
telecom analysts.
Here are some of the key findings related to mobile content, mobile social networking/entertainment & mobile user adoption:
- The mobile Internet is ramping faster than desktop Internet did, and we believe more users may connect to the Internet via mobile devices than desktop PCs within five years;
- Apple + Facebook platforms serving to raise the bar for how users connect / communicate - their respective ramps in user and developer engagement may be unprecedented;
- Facebook has the potential to serve as a communications platform /engine of one-to-one, one-to-some and one-to-many (and visa versa) for the mobile Internet;
- Apple iPhone / iTouch –Facebook is Most Downloaded of Top Free Apps;
- Massive mobile data growth and demand for mobile content is driving transitions for carriers and equipment providers;
- Apple is in the pole position for high-end handsets for the next few years but the game is not over as carriers, handset manufacturers, and software providers endeavor to trump Apple’s application / ecosystem leadership, especially in non-English speaking markets;
- In technology, companies that create innovative applications / services / content that capitalize on new computing platforms have opportunities to build large user bases (often with recurring revenue) – note success of companies like Google, Amazon.com, eBay, Yahoo!, Oracle, SAP and Adobe.
