Mobile ecosystems
Low to zero device growth means that revenue is becoming increasingly critical to the ecosystem. Edison’s new monetisation model benchmarks ecosystems that monetise via advertising and subscription and facilitates the comparison with those that monetise through hardware. Although Google has benefited from iOS’s recent strength, there are real cracks appearing in its ecosystem that need to be addressed urgently. Elsewhere, Twitter remains gridlocked, while Yahoo fails to execute. Facebook has the most potential.
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