Amazon Tech Support

  • Subscribe to our RSS feed.
  • Twitter
  • StumbleUpon
  • Reddit
  • Facebook
  • Digg

Tuesday, 1 June 2010

Does a "coalition of the losers" ever win?

Posted on 03:43 by Unknown
I'm currently looking at a number of mobile application domains, such as messaging, social networking, VoIP and application downloads.

One thing that strikes me is that we frequently see powerful incumbents being challenged by alliances. Apple faces attack from operator-run appstores. Facebook is viewed enviously by others that would like to control social networks. MSN has been pursued by various own-brand IM proponents. Visa and Amex are regularly targeted by new payment mechanisms.

But one regular characteristic of this type of competition in the mobile domain is the "coalition of the losers" approach, usually based on the notion of interoperability as a competitive differentiator. Industry bodies like the GSMA are frequently the drivers of such initiatives, although often they take over a pre-existing coalition.

We've seen failed attempts to build an IM interoperability community. My current view is that the RCS Initiative is also on its last legs (I'm currently writing an "epitaph" paper if anyone would like to try to change my mind). Now we have the Wholesale Application Community. There have been assorted others around payments, identity and mobile broadband (sorry, WiMAX Forum).

But I am struggling to think of a single case in which a losers' coalition has ended up being successful. For that matter, I'm not sure I can think of an example outside the telecoms industry either, where a single powerful Samson has been brought down by a coordinated horde of Davids.

Having 53 previously-ineffectual companies attacking a strong individual player usually just proves that 53 x Zero = Zero

Where change does occur, it's usually another proprietary or standalone player. BlackBerry's Messenger is taking bigger lumps out of MSN's user base than operators' messaging services ever have. It's Facebook that has given MySpace a kicking, not a consortium. Vodafone's M-Pesa has had more of an impact on mobile banking than any number of joint initiatives. Paypal has made the biggest impact on online payments.

In the airline industry, it has been the impact of individual low-cost carriers like Ryanair and Easyjet that have caused the greatest shake-ups, not Star Alliance or OneWorld.

One possible exception might be the Open Handset Alliance, aka Android. And more generally, the open-source model tends to fare a lot better than the "industry collaboration" approach at unseating incumbents.

I'm genuinely curious about this - if anyone has an example where a "coalition of the losers" has been triumphant in mobile, I'd love to know.
Email ThisBlogThis!Share to XShare to FacebookShare to Pinterest
Posted in | No comments
Newer Post Older Post Home

0 comments:

Post a Comment

Subscribe to: Post Comments (Atom)

Popular Posts

  • Mobile social networking - how I'll know when it's going mainstream....
    This falls into the category of "amusing personal anecdotes" rather than "rigorous industry analysis". But it also refle...
  • Is it just me, or is 3G either really good or really bad, but rarely "OK"
    I've started noticing that my experience of mobile broadband (iPhone 3GS on Voda UK) is much more polarised than that of fixed broadband...
  • Multiple devices per account on WiMAX + also wholesale options
    I saw an interesting announcement this morning from Bridgewater Systems, about a solution to enable WiMAX operators to control the number ...
  • Telcos will find that API payments are a two-way street
    Various telecom operators are rolling out paid-for API programmes, typically for charging against a phone bill, sending an SMS and so forth....
  • 2011 events I'm attending or speaking at
    This is a quick post to list various conferences or other events I'm expecting to speak at or attend, primarily in H1 2011. Please let m...
  • Arbitrary "content control" from Vodafone
    I've just experienced an object lesson in why it's difficult to get any form of web/Internet application and content filtering ...
  • The Novatel MiFi - possibilities for new mobile broadband business models
    OK, I realise that I've been a bit grumpy and critical of some things recently. But before everyone assumes I'm getting more cantank...
  • Which operator app-level collaborations actually work?
    * Sign up for this blog's email list*     * Attend #TelcoOTT / Future of Voice workshops* I've just been having an email exchange w...
  • I'm picking a fight with a peer, about VoLTE and IMS
    It's quite rare for me to take direct pot-shots at other specific analysts. While I'm often confrontational, I try to avoid ad-homin...
  • The mobile industry buzzword of 2009 will be......
    OFFLOAD This year has been all about mobile broadband revenue and traffic growth. Dongles, iPhones, embedded PCs, Android, consumer BlackBer...

Blog Archive

  • ►  2013 (31)
    • ►  October (2)
    • ►  September (3)
    • ►  August (1)
    • ►  July (2)
    • ►  June (6)
    • ►  May (5)
    • ►  April (1)
    • ►  March (3)
    • ►  February (3)
    • ►  January (5)
  • ►  2012 (46)
    • ►  December (5)
    • ►  November (4)
    • ►  October (3)
    • ►  September (2)
    • ►  August (4)
    • ►  July (3)
    • ►  June (1)
    • ►  May (6)
    • ►  April (4)
    • ►  March (1)
    • ►  February (9)
    • ►  January (4)
  • ►  2011 (73)
    • ►  December (4)
    • ►  November (10)
    • ►  October (8)
    • ►  September (6)
    • ►  August (3)
    • ►  July (5)
    • ►  June (7)
    • ►  May (9)
    • ►  April (4)
    • ►  March (7)
    • ►  February (6)
    • ►  January (4)
  • ▼  2010 (130)
    • ►  December (4)
    • ►  November (10)
    • ►  October (10)
    • ►  September (6)
    • ►  August (9)
    • ►  July (7)
    • ▼  June (19)
      • Social media uselessness
      • Mobile operators' future voice strategies decoded
      • The risks of using someone else's numbers & forecasts
      • If mobile data billing takes too long to change, d...
      • Putting a value on customer data with reference to...
      • A counterpoint to femtocells - are they really nec...
      • Inter-technology competition and substitution - ph...
      • Doing a 180 on Vodafone 360
      • Will delays to LTE help or hinder VoLTE?
      • PRESS RELEASE: New study forecasts $416bn worldwi...
      • "Comes with data" business model for TomTom SatNav
      • Right up to the cap....
      • LTE iPhone? Not until 2013, I reckon
      • Thought for the day - mobile communities...
      • Upcoming events
      • New Cisco VNI traffic report out
      • Optimised Internet apps. vs. RCS vs. multi-headed ...
      • AT&T tiering, femtocells and holistic traffic mana...
      • Does a "coalition of the losers" ever win?
    • ►  May (19)
    • ►  April (11)
    • ►  March (18)
    • ►  February (7)
    • ►  January (10)
  • ►  2009 (126)
    • ►  December (4)
    • ►  November (14)
    • ►  October (9)
    • ►  September (8)
    • ►  August (9)
    • ►  July (10)
    • ►  June (21)
    • ►  May (14)
    • ►  April (2)
    • ►  March (11)
    • ►  February (15)
    • ►  January (9)
  • ►  2008 (94)
    • ►  December (24)
    • ►  November (26)
    • ►  October (25)
    • ►  September (19)
Powered by Blogger.

About Me

Unknown
View my complete profile