The new mobile revenue split

So O2 has won the exclusive right to iPhone in the UK; but what a price! With the battle heating up between operators, device manufacturers and content providers to divide the spoils of user revenue, this seems to be a massive concession for a UK operator.

[gratuitous picture of an iPhone... in case you can't recall how attractive it is]


Capitulating 40% of iPhone associated revenues can't make sense to anyone vaguely familiar with thin operator margins. Vodafone definitely wasn't having any of it. But maybe this is just a big step along the ultimately inevitable path to complete commoditisation of mobile operations. The time has come for the rise of the device and equally the content now reachable following the relatively recent collapse of the walled gardens. This shift in the landscape also represents exciting opportunities to the marketing communicator looking to extend brand presence into consumers' mobile life.