Understanding mobile requires an understanding of mobile in China

| June 5, 2013

As can be seen in the first chart below, China has overtaken the US in terms of Apple and Android smartphone users.  Smartphone penetration in China was reported by Forbes in February to be only 22%.  The U.S is now over 50% penetrated. China exceeded 1 billion total mobile users in May 2012.  This implies that […]




Its true – US consumers are feeling better about conditions and job prospects

| June 5, 2013

Recent polling by Rasmussen Reports and by the Univ. of Michigan are showing an undeniable upward slope.  I can’t predict the jobs number to be reported this week but I am encouraged by the improved consumer sentiment. The stock market has shown a positive correlation to rising consumer sentiment in the past. Present levels are no where near […]




We are furiously using smartphones – indispensable, useful and distracting

| June 5, 2013

The recent tome by Mary Meeker of KPCB – Internet Trends – presented last week (here) at the AllThingsDigital conference was full of nuggets on the fantastic growth of internet and mobile usage and commercial ramifications.  One provocative notion was that smartphone users perform some function on their devices 150X per day! It has been […]




Online ad spending continues to rock – growing 4.6X faster than the economy

| June 5, 2013

The recent report by the IAB (here) and PwC shows an acceleration in online and mobile ad spending.  Total 2012 saw 15% growth.  Mobile ad spending grew 111% in 2012.  The ground continues to shift un the ad world as online ad spending hit $10+ billion in 4Q12 and $9.6 billion in 1Q 13, up 15.6% […]