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The other day, I was speaking with an executive at a mobile operator who had several million users about deploying their own branded personal cloud service.
His main question was, when we deploy a personal cloud service, what percent of customers are likely to use it. He was interested in understanding this given the competitive landscape such as Apple iCloud, Google Drive, Microsoft SkyDrive and Dropbox who offer free personal cloud storage. Why would a mobile operator's subscriber use their personal cloud service versus one of these?
Our company works with many large mobile service providers around the world who collectively have billions of mobile end users. The fact that our software addresses a potential market of billions of people truly gets our 'juices boiling'. How many other software solutions or tech products have an addressable market of billions of people? Aside from Facebook and a handful of others, barely any.
In the past few weeks, I have had the chance to discuss the personal cloud market with several of the leading mobile industry analysts.
A primary recurring question is how many people actually use a personal cloud service?
The answer depends on one's definition of the market and what actually constitutes a personal cloud service. For example, it could be argued that Facebook is a personal cloud service, as many people store photos and other content in the Facebook cloud.
I was speaking to a friend the other day about how things were going at my company. He was surprised to learn that our business of white-label personal clouds for mobile providers has never been better.
"Haven't device personal clouds just taken over -- why would anyone use a personal cloud that is not just built into their phone and automatically activated?"
It's a question we've heard before.