(keitai-l) Re: i-mode usage likely overstated

From: Jani PATOKALLIO <jpatokal_at_iki.fi>
Date: 02/02/01
Message-ID: <3A7A7E62.DD1446B@iki.fi>
jason.c.freedman@accenture.com wrote:
> What really counts, to DoCoMo at least, is the ARPU (average revenue per
> user), and the market share.  The good news for DoCoMo is that market share
> has risen, the market has grown significantly and although ARPU continues
> to drop quickly, it isn't nearly as bad as it would be without i-mode
> service.  You can look at all of DoCoMo's success as simply a way to
> attract more users and slow down the bleeding as ARPU drops (1997 =
> 100$/user,  1999 = 80$/user, 2000 < 70$/user (est)).

"Bleeding" seems a somewhat funny way of putting it, since as far
as I'm aware Docomo's profits are going through the roof, with any
drop in ARPU being more than compensated by the number of new
subscribers.  I doubt they would be losing money even without i-mode.

Of course, in the long run ARPU does matter, but according to
Docomo's own estimates there's still some way to go before the
market achieves maximum penetration.  And they're busily targeting
machine-originated data communications as the next source of
new subscriptions.

Cheers,
-- 
Jani PATOKALLIO / jpatokal@iki.fi / +81 90 7722 3557
Sanpo Laboratory, Mechano-Informatics Dept., University of Tokyo
ヤニ・パトカリオ / jani@sanpo.t.u-tokyo.ac.jp / 090 7722 3557
東京大学、工学系研究科、機械情報工学科、算法設計研究室

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Received on Fri Feb 2 11:11:07 2001