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Mobile value added services

Last Friday (March 6th, 2009), I was invited to speak at a day long conference on Mobile Value Added Services organized by the local chamber of commerce.  This was one of the better attended shows I have been to lately – most conferences this year have been disappointing.    The entire program would be of interest to anyone wanting to learn more about the #1 telecom market as of this month where 15M subscribers are being added each month across 8 competitive operators.  Leading operators are generating over 20% EBITDA off the backs of 300M+ subscribers who spend less than $5/month (ARPUs) and talk up a storm (max MoU per month in the world).   More on operator economics in a separate post, but this blah-blah is more about so-called Mobile Value Added Services (mVAS).

The day-long video is interesting:  http://www.24framesdigital.com/imc/060309/

But, yours truly gets busy speaking his mind on investing in the space on a panel with my cohorts from Matrix, Morpheus, and Canaan Partners.  http://www.24framesdigital.com/imc/060309/panel_discussion.htm

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