Distilling market noise into market sense

VisionMobile is the leading research company in the app economy. Our Developer Economics research program tracks developer experiences across platforms, revenues, apps, tools, APIs, segments and regions, via the largest, most global developer surveys.

Facebook’s next pivot

Facebook is now starting to hit physical limits to its digital growth. Facebook’s average revenue per user in the “rest of the world”, where most user growth is coming from, is 10 times lower than the average revenue per user in North America ($0.80 vs. $8.32 per user respectively). To grow its business Facebook needs to look into business models beyond advertising and app installs, especially in emerging economies.

Skate to where IoT is going to be, not where it has been

IoT companies that focus on wrong types of innovation will be left behind. Wayne Gretzky, a legendary athlete, explained why he was so good at the fast-paced game of hockey:

I skate to where the puck is going to be, not where it has been.

The mobile market is a powerful example: Nokia, BlackBerry, Microsoft, Palm and many others missed the market shift and were left behind. The same will be true for the Internet of Things (IOT): five years from now the IOT market will be very different from what it is today.

Apple Music vs. Spotify: Don’t repeat this common mistake

The media and blogosphere reaction to Apple Music was mixed at best. Bob Lefsetz, who has written about the music business for over 25 years, says:

It’s toast.

Bob is making a very common mistake: He assumes that Apple Music is a product aiming to win market share in the existing music streaming market. Bob’s focus is then on how Apple Music’s features and pricing compare with the competition.

Apple Music provides nothing new other than a live radio service, which is mildly interesting, but never forget that iTunes Radio didn’t put a dent in Pandora.

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