Continuing the annual tradition: Last year, my predictions for 2012 turned out to be remarkably good with 85% accuracy! That’s even better than the 77% accuracy of 2010 and 2011 predictions. If you want to check it out yourself, here’s the scorecard.
I loved the video summary Google did for 2012. I actually didn’t mention many of these developments. So surely you must consider my predictions not “all that will be”, but rather, what will be within specific areas that I’m focused on. Obviously, there’s a lot more going on that I don’t touch on.
A recent study by researchers at Loyola University found that as many as 63% of prostate cancer websites cannot be read or understood by someone who hasn’t completed high school education. Why is this important? Well, one of the study’s references suggests that as many as 90 million adult Americans have literacy skills that test below high school reading levels. This is despite the fact that 87.58% of US adults over 25 years old have a high school education (US Census Data). Also, people with lower socioeconomic backgrounds may have even lower reading levels (as much as 7th-8th grade, on average). In fact, The National Institute of Health (NIH) recommends that providers prepare patient education material suited to fit 4th through 6th grade reading level.
For the past 5 years I’ve been privately tracking the accuracy of my predictions, I must admit that my results have been pretty good. For the last two years I’ve been publishing annual prediction podcasts within Amdocs called DoxCast which, together with Adi Lachman, I’ve co-created and co-hosted. DoxCast gave me an opportunity to be “on the record” with my yearly predictions – for 2010 and 2011. My accuracy on these is 77%. With these results, it seems appropriate to start a new tradition on my blog – annual predictions for the year to come. Without further ado, here are my predictions for 2012 in no particular order: Continue reading My 2012 Predictions→
Last week – what most predicted – has finally happened: Android passed Apple iPhone in global units sold. This was no surprise. Google’s Android has a much more effective distribution mechanism than Apple’s iPhone. Apple’s iPhone is made by one manufacturer, Apple, and in the US, is only distributed by one service provider – AT&T. On the other hand, Google’s mobile operating system, Android, runs on many hardware manufacturers’ devices (HTC, Motorola, Samsung and others) and is distributed by many service providers in almost every region. It was just a matter of time until this strategy paid off for Google.
This raises the question: Will Android do to the iPhone what Windows has done to the Macintosh? More specifically, will Android make iPhone a niche solution? Even though the Mac was the first successful computer to have a graphical user interface and a mouse, Microsoft came from behind with Windows and reduced the Apple Macintosh computer to about 4% market share. It did so by making Windows practically ubiquitous – distributed by practically all other PC manufacturers.
Is Google Android going to do the same to the iPhone? All early indications are that it will.
So what might Apple do in order to prevent history from repeating itself?
Earlier this year, I presented at OTTcon. This was the first major conference about OTT (video) ever, and was attended by a few hundred people and many industry players. Coming into this conference, I was under the distinct impression that OTT is a significant disruption to traditional service provider business and that it would have a significant and negative long-term impact on that marketplace. The common wizdom is that service providers who have the most to lose will be the least motivated to support OTT, and will therefore be the last to embrace it, if ever, will ultimately face the disruptive impact most of all, possibly losing their video distribution business over time.
But—I came out of the conference with the opposite conclusion! It’s not that OTT won’t be disruptive – it will, but not “as” disruptive as one might expect. And most of the market players will probably remain in place and not be sidelined by OTT. If it were truly disruptive, it would harm the existing service providers more than I expect it actually will.
Why? Because I think the current service providers themselves will ultimately be the ones that enable OTT content, thus avoiding a major disruption – whether they know it right now or not! In fact, right now, they’re doing very little, and most OTT is being enabled by others. So why do I think they’ll wake up in time? Read on to find out.
Some background
In case you’re wondering, OTT means “over the top” and it refers to all traffic that flows “on top” of broadband access, typically provided by someone else. For the service provider who provides the access to the Internet, this is just “data”, but for the consumer, this is “video”. While there are many other types of OTT content, this conference was only about video. When I’ll use of the term and “OTT” here, I’m referring only to over-the-top video content.