DISQUS

VentureBeat: Get real: Opening up the wireless jungle

  • A. Smith · 2 years ago
    Richard,

    Are you suggesting an off deck strategy followed "playing nice" and going on deck? If so, you've contradicted the data you reference from Ovum. It seems you'd want to stay off deck for higher revenue possibilities.

    Thanks in advance for clarifying.
  • Rich Wong · 2 years ago
    Hi A. Smith:

    Thanks for the question. To clarify, IMO both on-deck and off-deck distribution avenues can be quite valuable - and while the shift towards off-deck is in process, there's still quite a bit of volume in the on-deck world.

    My point in the article is that the negotiation process for getting on-deck can be very long time given the complexities of negotiating with the mobile operator, so for SPEED (and a startup getting going), its particularly valuable to be off-deck..... but if you can achieve both over time, I believe BOTH should be incremental to revenue (and obstensibly net margin as well).

    Should/will some players stay off-deck only? Perhaps - to the point you highlight, some players may choose to stay off-deck since there is a lot of traffic moving that way... but there will still be 50%+ on-deck for at least the next few years.

    Cheers
    Rich Wong