13 June 2012 14:15

How iOS 6 will hurt Google, Facebook, Skype et al

The release of a new iPhone/iPad operating system is rarely a cause for much excitement, as they tend to offer only incremental improvements rather than the quantum leaps that often accompany new hardware launches. However, this time it is different. Apple's new iOS 6 has a number of new features and enhancements that could significantly affect a wide range of companies across the tech sphere. In this excerpt from Peter Bo Kiaer's Equity Theme on TradingFloor, he explains how these changes could have a negative effect on various tech firms:

"Apple versus Google
In the new iOS 6 there are three distinct features which will make life harder for Google.

First, Siri is constantly being improved and this time there is a leap forward again. On the face of it some improvements look harmless, but in the total picture it adds up.

Siri is becoming the Apple search engine. Now that is something to notice, as search is Google's core business. It is from Google's user search that knowledge is created, and directed ads can be posted or specific searches can be promoted - of course for a small payment.

Secondly, iOS 6 replaces Google Maps with Apple maps. Having 3D and super-sharp maps and on top of this driving or walking directions is a divorce from Google. This is not just a map. Maps and your positioning is a big thing and combining these things is worth money.

Apple also takes a stab at Google+, Google's perennial bridesmaid of a social media service. A closer relationship with Facebook or at least the higher integration between Apple and Facebook on contacts, calendar etc. further closes the coffin on Google+. On top of this the integration of the Like-feature into iTunes and AppStore is also a big "like" for Facebook and snub to Google+.

Last but not least, Apple's introduction of the newPassbook is taking a step further towards making the phone a means of payment, territory previously trod by Google Wallet. The Passbook solution here is that you are have prepaid tickets, gift cards or something like it and you redeem it using your Apple phone. But looking ahead this could (and probably is) the first step towards unlocking the NFC (Near Field Communication) that makes a phone into a wallet. Since May 2011 Google Wallet has used NFC via apps, and their attempt to take a big chunk of this payment form has now Apple running just behind them.

Apple versus Facebook
I've just mentioned the positive side of what Facebook gets out of the latest release. But it is not all friendly. Apple introduces the Shared Photo Stream, where it is easy to share pictures with people you choose, and people who don't have an Apple device can actually also see the pictures. Apple is fully aware of the need to ring fence users and one ideal method is storing and sharing precious items for users, like personal pictures. Facebook knows this all too well and the USD1bn investment in Instagram shows Mark Zuckerbergs emphasis on this. This is a knock to Facebook but not yet a blow.  

Apple versus Skype
A drawback in Apple's Facetime video conferencing service has been the need to access via WiFi, since it could not be used via regular cell coverage.  But this will change now and Facetime can be used anywhere and anytime. This is a needed improvement, and will bite a bit of Skype's cake. It will probably not be detrimental to Skype, since as at the moment you still need a partner with iOS at the other end. Skype does not care what system you call from.

Apple versus Garmin
Garmin (GRMN) had a hard time on the stock exchange while Tim Cook was on stage elaborating on the Map functionalities. The stock declined by 9% as the maps in iOS 6 are free and offer pretty much what Garmin gets paid for. Garmin has other products than just car directions but these are also under pressure,as the both iPhone and Android can compete via Bluetooth. Garmin is not going to have an easy path going forward.

At the same notice how important the being "in" or "out" situation is. Apple has chosen to use map data from TomTom (TOM2) and by this TomTom secures a revenue stream as they are "in" and the stock rose 13%."

For more on this topic visit Tradingfloor

Comments

#1 | Friday 27 Dec (10:07)
After looking into a number of the blog articles on your web site, I really like your way of blogging. I book marked it to my bookmark site list and will be checking back soon. Take a look at my web site as well and let me know how you feel transport from san francisco airport.
#2 | Wednesday 26 Feb (11:08)
Since the first iPhone was launched in 2007, I guess YouTube has always been prominently featured as a built-in iOS application. Over the years Google's Android has been catching up to iOS in market share and quality. Thank you for sharing.
Vista problems and live chat and support number
#3 | Saturday 3 Jan (10:34)
For the duration of the these standing fiscal issues can be tackled right on their entry when occupants request this useful money related game plan. Occupants can apply from any area just with a web association and a PC. Regularly confronted with circumstances that does not have enough cash in 12 month loans their pockets, and also expected costs are en route. It gets to be exceptionally troublesome for them to adapt to these conditions all alone.
#4 | Saturday 3 Jan (10:34)
For the duration of the these standing fiscal issues can be tackled right on their entry when occupants request this useful money related game plan. Occupants can apply from any area just with a web association and a PC. Regularly confronted with circumstances that does not have enough cash in 12 month loans their pockets, and also expected costs are en route. It gets to be exceptionally troublesome for them to adapt to these conditions all alone.

Post comment

Related debate

  • 1 week
  • 1 month
  • 1 Year
14 Oct
PNDORA
Har efterhånden læst mange indlæg om Pandora her på Euroinvestor. De fleste indlæg er enten beregne..
21
11 Oct
MATAS
  Jeg har længe fulgt med i Matas’ forretningsmæssige udvikling, fordi selskabet er udsat for mange ..
20
13 Oct
PNDORA
Det ligger klart for enhver at med vaekst rater over 10 procent om aaret, som vedholdende vil blive ..
16
16 Oct
VWS
Kommentarer, hvorfor anvender du nu en periode på 13 måneder, når du ser tilbage for at sammenligne ..
11
17 Oct
I:DAX
Suspenderer sikkert al sikkert al handel i Frankfurt  hvis den falder -0,3% Hvad hedder det så hvis..
10
14 Oct
VWS
Earlier this year, China's National Energy Administration announced it would spend $363 billion by 2..
10
13 Oct
VWS
Kommentarer, du svarede ikke på mit indlæg til dig sidst. Måske du ikke så det? Jeg stillede spørgsm..
10
16 Oct
OMXC25
Jeg har fuldstændig mistet enhver form for respekt for EU.   EU er i den grad blevet til en taberfor..
9
16 Oct
VWS
Hej Kommentarer. Dejligt du lige kan påminde os om, hvordan kursudviklingen har været, det har været..
9
15 Oct
VWS
Skotland's nationalist party har i denne uge annonceret at de arbejder frem imod at lave et nyt stat..
9

Admiral Group PLC : Director/PDMR Shareholding

29/09/2017 14:53:59
NOTIFICATION OF TRANSACTIONS BY PERSONS DISCHARGING MANAGERIAL RESPONSIBILITIES AND PERSONS CLOSELY ASSOCIATED WITH THEM 1 Details of the person discharging managerial responsibilities (PDMR)/person closely associated with them (PCA) a) Name Annette Court 2 ..

Man Group PLC : Form 8.3 - [Clinigen Group plc]

29/09/2017 12:19:01
FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the "Code") 1.         KEY INFORMATION (a) Full name of discloser: Man Group Plc (b) Owner or controller..

Invesco Ltd. : Form 8 (DD) - IP Group Plc

29/09/2017 10:46:56
                                                            FORM 8 (DD) PUBLIC DEALING DISCLOSURE BY A PARTY TO AN OFFER OR PERSON ACTING IN CONCERT (INCLUDING DEALINGS FOR THE ACCOUNT OF DISCRETIONARY INVESTMENT CLIENTS) Rules 8.1, 8.2 and 8.4 of the Takeover Code (the "Code") 1.         KEY INFORMATION (a) Full name of discloser: ..

Most read news

  • 24 hours
  • 48 hours
  • 1 week
1
NAVIENT SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: KAHN SWICK & FOTI, LLC REMINDS INVESTORS WITH LOSSES IN EXCESS OF $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against Navient Corporation - (NAVI)
2
Boston Test of Self-Driving Cars Reveals Five Key Lessons for Cities Worldwide
3
XBT PROVIDER AB - UPDATE IN CONNECTION WITH BITCOIN CASH
4
Plan a Cruise Month, Week Three: Cruise Lines International Association (CLIA) Shines Spotlight on Australasia Cruise Travel
5
Smithfield Foods’ Helping Hungry Homes® and Kroger Donate More Than 39,000 Pounds of Protein to God’s Pantry Food Bank

Buy and sell signals

  • Trend
  • Moneymachine

Copyright Euroinvestor A/S 2017   Disclaimer and Terms of Use
Quote information is delivered by Morningstar.
Data is delayed 15-20 minutes according to the distribution agreements set by the different exchanges.
 
18 October 2017 04:48:44
(UTC+00:00) Dublin, Edinburgh, Lisbon, London
Version: LiveBranchBuild_20171017.1 - EUROWEB7 - 2017-10-18 05:48:44 - 2017-10-18 04:48:44 - 1000 - Website: OKAY