March 2011 - Leadership Blog

  • The Fight Over the Middle Class is On

    Last year, I wrote an article about the upcoming explosion of the 'not so smart' smartphone business. The iPhone and iPad hype would not last for too long, I stated (that is, a strategy restricted to only high-end smart devices). As a matter of fact, it's kind of over already. The new players, characterized by a more flexible business outlook, are already 'following the money' by addressing the middle-class and ethnic minorities. Or in marketing terms, they are simply being more...
  • The Boom of the Global Middle Class

    We are used to discussing revenue opportunities for mobile service providers in terms of either high-income users (early adopters of smart devices and high ARPU data plans), or low-income users (who are often seen as consumers of prepaid, low-ARPU mobile packages). But what about the fast growing mid-tier segment? "People are buying refrigerators and television sets on credit in the slums of Sao Paulo. Three million Chinese now ski in a country that didn't offer the sport 15 years ago. Evidence...

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