Two factors defined OnePlus’s seemingly out-of-nowhere growth in the middle of the last decade: solid specs and a budget price tag. But markets change, and companies must adapt to survive. As someone who’s followed the Chinese smartphone maker since close to the beginning, I can confidently say that it hasn’t wavered from that first part. The second bit, on the other hand, is a bit of a different story.
OnePlus has experienced a bit of a price creep as it’s continued to add features to set itself apart from the competition. In the early days, the smartphone maker was content to wait a generation or two before embracing new tech, for the sake of keeping costs down. But increasingly, it’s come to be pride itself in being among the first first to things like in-screen fingerprint readers and 5G.
Today, however, it’s announcing a bit of a return to its roots with the Nord. The upcoming phone has been the subject of all manner of rumors under a variety of different names in recent months, but OnePlus just confirmed its name and arrival by way of an extended behind-the-scenes documentary on Instagram. Details are pretty slim at the moment, though the company confirmed that it will be priced at under $500.
Cofounder Carl Pei — who discussed the company’s place in the budget market last year at Disrupt last year — noted in the video, “There’s a huge change every two years. Anything can happen. Thousand dollar phones are decreasing in sales.” It’s a pretty well-established phenomenon over the last few years that has led to, among other things, companies like Samsung, Apple and Google to embrace lower-cost device amid stagnant sales figures.
OnePlus’s devices have still remained relatively affordable, compared to the competition, but the addition of the Nord will finds its getting back to where it started from with a line aimed at a wider range of consumers and different markets. More info soon, no doubt.
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The mobile gaming company is targeting the NASDAQ and wants to trade under the ticker symbol “DDI.”
As with Agora, DoubleDown filed an F-1, instead of an S-1. That’s because it’s based in South Korea, but it’s slightly more complicated than that. DoubleDown was founded in Seattle, according to Crunchbase, before selling itself to DoubleU Games, which is based in South Korea. So, yes, the company is filing an F-1 and will remain majority-held by its South Korean parent company post-IPO, but this offering is more a local affair than it might at first seem.
Even more, with a $17 to $19 per-share IPO price range, the company could be worth up to nearly $1 billion when it debuts. Does that pricing make sense? We want to find out.
So let’s quickly explore the company this morning. We’ll see what this mobile, social gaming company looks like under the hood in an effort to understand why it is being sent to the public markets right now. Let’s go!
Fundamentals
Any gaming company has to have its fun-damentals in place so that it can have solid financial results, right? Right? [Editor’s note: A
Anyway, DoubleDown is a nicely profitable company. In 2019 its revenue only grew a hair to $273.6 million from $266.9 million the year before (a mere 2.5% gain), but the company’s net income rose from $25.1 million to $36.3 million, and its adjusted EBITDA rose from $85.1 million to $101.7 million over the same period.
Crowdsourced navigation platform Waze, which is owned by Google and yet remains a separate, but intertwined product relative to Google Maps, just got one of its biggest UI and design overhauls ever. The new look is much more colourful, and also foregrounds the ability for individual drivers to share their current emotions with Moods, a set of user-selectable icons (with an initial group of 30) that can reflect how you’re feeling as you’re driving.
Moods may seem like a relatively small user personalization option, but it’s actually a very interesting way for Waze to add another data vector to the crowdsourced info it can gather. In a blog post describing the feature, Waze Head of Creative Jake Shaw talks about the added Mood set, which builds upon the Moods feature previously available in Waze and greatly expands the set of expressible emotions.
“The fundamental idea of Moods has always been the same: to reflect how users feel on the road,” he wrote. “We had a lot of fun exploring the range of emotions people feel out there. A dozen drivers could all feel different in the exact same situation, so we set about capturing as many of those feelings as possible. This was critical to us, because the Moods act as a visual reminder of all of us out there, working together.”
Extending Moods to be more varied and personalized definitely has the advantage of being more visually-appealing, and that could serve to boost its engagement among the Waze user community. They don’t mention this explicitly, but you can imagine that combining this as a sort of sentiment measure along with other crowd-reported navigational details including traffic status, weather conditions, construction and more could ultimately help Waze build a much richer dataset and resulting analyses for use in road planning, transportation infrastructure management and more.
This update also includes a full refresh of all the app’s interfaces, using colored shapes based around a grid system, and new icons for reported road hazards. It’s a big, bright changes, and further helps distinguish Waze’s visual identity from that of its sibling Google Maps, too.
Shaw talk repeatedly about the value of the voice of the community in informing this redesign, and it definitely seems interested in fostering further a sense of participation in that community, as distinct from other transportation and navigation apps. Oddly, this serves as a reminder that Google’s most successful social networking product, with the exception maybe of YouTube depending on how you define it, may well be Waze.
Games and esports analytics firm Newzoo released its highly cited annual report on the size and state of the video gaming industry yesterday. The firm is predicting 2020 global game industry revenue from consumers of $159.3 billion, a 9.3% increase year-over-year. Newzoo predicts the market will surpass $200 billion by the end of 2023.
Importantly, the data excludes in-game advertising revenue (which surged +59% during COVID-19 lockdowns, according to Unity) and the market of gaming digital assets traded between consumers. Advertising within games is a meaningful source of revenue for many mobile gaming companies. In-game ads in just the U.S. drove roughly $3 billion in industry revenue last year, according to eMarketer.
To compare with gaming, the global markets for other media and entertainment formats are:
Music: $62 billion in 2017 ($30 billion recorded music, $6 billion music publishing, $26 billion live music)
Board games and playing cards: $12 billion in 2018
Podcasting: $863 million 2020 advertising revenue (there is no good data on subscription and live events revenue in podcasting, but it is fair to estimate it at a fraction of the total ad revenue figure)
Counting gamers
Of 7.8 billion people on the planet, 4.2 billion (53.6%) of whom have internet connectivity, 2.69 billion will play video games this year, and Newzoo predicts that number to reach three billion in 2023. It broke down the current geographic distribution of gamers as:
When Apple confirmed it had acquired Fleetsmith, a mobile device management vendor, on Wednesday, it seemed like a straightforward purchase, but Fleetsmith customers quickly learned a key piece of functionality had stopped working — and many weren’t happy about it.
Apple systems administrators began complaining on social media on the morning of the acquisition announcement that the company was no longer allowing them to connect to third-party applications.
“Primarily Fleetsmith maintained a third party app catalog, so you could deploy things like Chrome or Zoom to your Macs, and Fleetsmith would maintain security updates for those apps. This was the main reason we purchased Fleetsmith,” a Fleetsmith customer told TechCrunch.
The customer added that the company described this functionality as a major feature in a company blog post:
Fleetsmith handles this all for you automatically. Once the version is enforced, it is downloaded and queued for install immediately across the device fleet. Most apps will update silently and automatically once they’re restarted, but users can also choose to do the update manually. Our agent will remind users about the update periodically, and then once the enforcement date hits, it will give them an opportunity to save work and then run the update itself.
As it turned out, Apple had made it clear that it was discontinuing this feature in an email to Fleetsmith customers on the day of the transition. The email included links to several help articles that were supposed to assist admins with the transition. (The email is included in full at the end of the article).
The general consensus among admins that I spoke to was that these articles were not terribly helpful. While they described a way to fix the issues, they said that Apple has turned what was a highly automated experience into a highly manual one, effectively eliminating the speed and ease of use advantage of having then update feature in the first place.
Apple did confirm that it had responded to some help ticket requests after the changes this week, saying that it would soon restore some configurations for Catalog apps, and were working with impacted customers as needed. The company did not make clear, however, why they removed this functionality in the first place.
Fleetsmith offered a couple of key features that appealed to Mac system administrators. For starters, it let them set up new Macs automatically out of the box. This allows them to ship a new Mac or other Apple device, and as soon as the employee powers it up and connects to WiFi, it connects to Fleetsmith where systems administrators can track usage and updates. In addition, it allowed System Administrators to enforce Apple security and OS updates on company devices.
What’s more, it could also do the same thing with third-party applications like Google Chrome, Zoom or many others. When these companies pushed a new update, system administrators could make sure all users had the most recent version running on their machines. This is the key functionality that was removed this week.
It’s not clear why Apple chose to strip out these features outlined in the email to customers, but it seems likely that most of this functionality isn’t coming back, other than restoring some configurations for Catalog apps.
Email that went out to Fleetsmith customers the day of the acquisition outlining the changes:
Attempts to reach Fleetsmith founders for comment were unsuccessful. Should that change we will update the article.
The fact that Apple takes a 30% cut of subscriptions purchased via the App Store isn’t news. But since the company threatened to boot email app Hey from the platform last week unless its developers paid the customary tribute, the tech world and lawmakers are giving Apple’s revenue share a harder look.
Although Apple’s Senior Vice President of worldwide marketing Phil Schiller denied the company was making any changes, a new policy will let developers challenge the very rules by which they were rejected from the platform, which suggests that change is in the air.
Given its massive reach, is it time for Apple to change its terms? Will it allow its revenue share to go gently into that good night, or does it have enough resources to keep new legislation at bay and mollify an increasingly vocal community of software developers? To examine these questions, four TechCrunch staffers weighed in:
Devin Coldewey: The App Store fee structure “seems positively extortionate”
Apple is starting to see that its simplistic and paternalistic approach to cultivating the app economy may be doing more harm than good. That wasn’t always the case: In earlier days it was worth paying Apple simply for the privilege of taking part in its fast-expanding marketplace.
But the digital economy has moved on from the conditions that drove growth before: Novelty at first, then a burgeoning ad market supercharged by social media. The pendulum is swinging back to more traditional modes of payment: one-time and subscription payments for no-nonsense services. Imagine that!
Combined with the emergence of mobile platforms not just as tools for simple consumption and communication but for serious work and productivity, the stakes have risen. People have started asking, what value is Apple really providing in return for the rent it seeks from anyone who wants to use its platform?
Surely Apple is due something for its troubles, but just over a quarter of a company’s revenue? What seemed merely excessive for a 99-cent app that a pair of developers were just happy to sell a few thousand copies of now seems positively extortionate.
Apple is in a position of strength and could continue shaking down the industry, but it is wary of losing partners in the effort to make its platform truly conducive to productivity. The market is larger and more complicated, with cross-platform and cross-device complications of which the App Store and iOS may only be a small part — but demanding an incredibly outsized share.
It will loosen the grip, but there’s no hurry. It would be a costly indignity to be too permissive and have its new rules be gamed and hastily revised. Allowing developers to push back on rules they don’t like gives Apple a lot to work with but no commitment. Big players will get a big voice, no doubt, and the new normal for the App Store will reflect a detente between moneyed interests, not a generous change of heart by Apple.
YouTube is taking direct aim at TikTok. The company announced on Wednesday it’s beginning to test a new feature on mobile that will allow users to record 15-second long multi-segment videos. That’s the same length as the default on TikTok as well as Instagram’s new TikTok clone, Reels.
Users in the new YouTube experiment will see an option to “create a video” in the mobile upload flow, the company says.
Similar to TikTok, the user can then tap and hold the record button to record their clip. They can then tap again or release the button to stop recording. This process is repeated until they’ve created 15 seconds worth of video footage. YouTube will combine the clips and upload it as one single video when the recording completes. In other words, just like TikTok.
The feature’s introduction also means users who want to record mobile video content longer than 15 seconds will no longer be able to do so within the YouTube app itself. Instead, they’ll have to record the longer video on their phone then upload it from their phone’s gallery in order to post it to YouTube.
YouTube didn’t provide other details on the test — like if it would later include more controls and features related to the short-form workflow, such as filters, effects, music, AR, or buttons to change the video speed, for example. These are the tools that make a TikTok video what it is today — not just the video’s length or its multi-segment recording style.
Still it’s worth noting that YouTube has in its sights the short-form video format popularized by TikTok.
This would not be the first time YouTube countered a rival by mimicking their feature set with one of its own.
The company in 2017 launched an alternative to Instagram Stories, designed for the creation and sharing of more casual videos. But YouTube Stories wouldn’t serve the TikTok audience, as TikTok isn’t as much about personal vlogs as it is about choreographed and rehearsed content. That demands a different workflow and toolset.
YouTube confirmed the videos in this experiment are not being uploaded as Stories, but didn’t offer details on how the 15-second videos would be discoverable on the YouTube app.
The news of YouTube’s latest experiment arrived just ahead of TikTok’s big pitch to advertisers at this week’s IAB NewFronts. TikTok today launched TikTok For Business, its new platform aimed at brands and marketers looking to do business on TikTok’s app. From the new site, advertisers can learn about TikTok’s ad offerings, create and track campaigns, and engage in e-learning.
YouTube says its new video test is running with a small group of creators across both iOS and Android. A company spokesperson noted it was one of several tests the company had in the works around short-form video.
“We’re always experimenting with ways to help people more easily find, watch, share and interact with the videos that matter most to them. We are testing a few different tools for users to discover and create short videos,” a YouTube spokesperson said. “This is one of many experiments we run all the time on YouTube, and we’ll consider rolling features out more broadly based on feedback on these experiments,” they added.
With iOS 14, Apple is going to update Apple Maps with some important new features, such as cycling directions, electric vehicle routing and curated guides. But the app is also going to learn one neat trick.
In dense areas where you can’t get a precise location, Apple Maps will prompt you to raise your phone and scan buildings across the street to refine your location.
As you may have guessed, this feature is based on Look Around, a Google Street View-inspired feature that lets you … look around as if you were walking down the street. It’s a bit more refined than Street View as everything is in 3D so you can notice the foreground and the background.
Look Around is only available in a handful of U.S. cities for now, such as San Francisco, New York, Chicago, Washington, DC, and Las Vegas. But the company is still expanding it with Seattle coming on Monday and major Japanese cities this fall. Some areas that are only accessible on foot will also be available in the future.
When you scan the skyline to refine your location, Apple doesn’t send any data to its servers. Matching is done on your device.
When it comes to guides, Apple has partnered with AllTrails, Lonely Planet, The Infatuation, Washington Post, Louis Vuitton and others to add curated lists of places to Apple Maps. When you tap on the search bar and scroll down on the search card, you can see guides of nearby places.
When you open a guide, you can see all the places on the map or you can browse the guide itself to see those places in a list view. You can share places and save them in a user-made guide — Apple calls it a collection in the current version of Apple Maps.
You can also save a curated guide altogether if you want to check it out regularly. Places get automatically updated.
Image Credits: Apple
As for EV routing, Apple Maps will let add your car, name it and choose a charger type — Apple has partnered with BMW and Ford for now. When you’re planning a route, you can now select the car you’re going to be using. If you select your electric car, Apple Maps will add charging spots on the way. You can tap on spots to see if they are free or paid and the connector type.
Waze users will also be happy to learn that Apple Maps will be able to warn you if you’re exceeding the speed limit. You can also view speed and red light cameras on the map.
In some cities with congestion zones and license plate access, you’ll be able to add your license plate. The information is kept on the device. It’ll refine directions for those cities.
Image Credits: Apple
Finally, my favorite new feature is cycling directions. It’s only going to be available in New York City, Los Angeles, San Francisco, Shanghai and Beijing at first. Apple ticks all the right boxes, such as taking into consideration cycling paths and elevation. Turn-by-turn directions look slightly different from driving directions with a different framing and a more vertical view.
Google Maps also features cycling directions, but they suck. I can’t wait to try it out to see whether cycling directions actually make sense in Apple Maps. The new version of Apple Maps will ship with iOS 14 this fall.
For decades, the United States has had a monopoly on positioning, navigation, and timing technology with its Global Positioning System (GPS), a constellation of satellites operated by the military that today provides the backbone for location on billion of devices worldwide.
As those technologies have become not just key to military maneuvers but the very foundation of modern economies, more and more governments around the world have sought ways to decouple from usage of the U.S.-centric system. Russia, Japan, India, the United Kingdom and the European Union have all made forays to build out alternatives to GPS, or at least, to augment the system with additional satellites for better coverage.
Few countries though have made the investment that China has made into its Beidou (北斗) GPS alternative. Over twenty years, the country has spent billions of dollars and launched nearly three dozen satellites to create a completely separate system for positioning. According to Chinese state media, nearly 70% of all Chinese handsets are capable of processing signals from Beidou satellites.
Now, the final puzzle piece is in place, as the last satellite in the Beidou constellation was launched Tuesday morning into orbit, according to the People’s Daily.
While the completion of the current plan for Beidou offers Beijing new flexibility and resiliency for this critical technology, ultimately, positioning technologies are mostly not adversarial — additional satellites can offer more redundancy to all users, and many of these technologies have the potential to coordinate with each other, offering more flexibility to handset manufacturers.
Given how much of global logistics and our daily lives are controlled by these technologies, further international cooperation around protecting these vital assets seems necessary. Now that China has its own fully-working system, they have an incentive to protect their own infrastructure as much as the United States does to continue to provide GPS and positioning more broadly to the highest standards of reliability.
A year after its initial release, Jumbo has two important pieces of news to announce. First, the company has released a major update of its app that protects your privacy on online services. Second, the company has raised an $8 million Series A funding round.
If you’re not familiar with Jumbo, the app wants to fix what’s broken with online privacy today. Complicated terms of services combined customer-hostile default settings have made it really hard to understand what personal information is out there. Due to recent regulatory changes, it’s now possible to change privacy settings on many services.
While it’s possible, it doesn’t mean it’s easy. If you’ve tried to adjust your privacy settings on Facebook or LinkedIn, you know that it’s a convoluted process with a lot of sub-menus and non-descriptive text.
Similarly, social networks have been around for more than a decade. While you were comfortable sharing photos and public messages with a small group of friends ten years ago, you don’t necessarily want to leave this content accessible to hundreds or even thousands of “friends” today.
The result is an iPhone and Android app that puts you in charge of your privacy. It’s essentially a dashboard that lets you control your privacy on the web. You first connect the app to various online services and you can then control those services from Jumbo. Jumbo doesn’t limit itself to what you can do with APIs as it can mimic Javascript calls on web pages that are unaccessible to the APIs.
For instance, if you connect your Facebook account, you can remove your profile from advertising lists, delete past searches, change the visibility of posts you’re tagged in and more. On Google, you can delete your history across multiple services — web searches, Chrome history, YouTube searches, Google Map activities, location history, etc.
More fundamentally, Jumbo challenges the fact that everything should remain online forever. Conversations you had six months ago might not be relevant today, so why can’t you delete those conversations?
Jumbo lets you delete and archive old tweets, Messenger conversations and old Facebook posts. The app can regularly scan your accounts and delete everything that is older than a certain threshold — it can be a month, a year or whatever you want.
While your friends will no longer be able to see that content, Jumbo archives everything in a tab called Vault.
With today’s update, everything has been refined. The main tab has been redesigned to inform you of what Jumbo has been doing over the past week. The company now uses background notifications to perform some tasks even if you’re not launching the app every day.
The data breach monitoring has been improved. Jumbo now uses SpyCloud to tell you exactly what has been leaked in a data breach — your phone number, your email address, your password, your address, etc.
It’s also much easier to understand the settings you can change for each service thanks to simple toggles and recommendations that you can accept or ignore.
A clear business model
Jumbo’s basic features are free, but you’ll need to buy a subscription to access the most advanced features. Jumbo Plus lets you scan and archive your Instagram account, delete your Alexa voice recordings, manage your Reddit and Dropbox accounts, and track more than one email address for data breaches.
Jumbo Pro lets you manage your LinkedIn account (and you know that LinkedIn’s privacy settings are a mess). You can also track more information as part of the data breach feature — your ID, your credit card number and your social security number. It also lets you activate a tracker blocker.
This new feature in the second version of Jumbo replaces default DNS settings on your phone. All DNS requests are routed through a Jumbo-managed networking profile on your phone. If you’re trying to access a tracker, the request is blocked, if you’re trying to access some legit content, the request goes through. It works in the browser and in native apps.
You can pay what you want for Jumbo Plus, from $3 per month to $8 per month. Similarly, you can pick what you want to pay for Jumbo Pro between $9 per month and $15 per month.
You might think that you’re giving a ton of personal information to a small startup. Jumbo is well aware of that and tries to reassure its user base with radical design choices, transparency and a clear business model.
Jumbo doesn’t want to mine your data. Your archived data isn’t stored on Jumbo’s servers. It remains on your phone and optionally on your iCloud or Dropbox account as a backup.
Jumbo doesn’t even have user accounts. When you first open the app, the app assigns you with a unique ID in order to send you push notifications but that’s about it. The company has also hired companies for security audits.
“We don’t store email addresses so we don’t know why people subscribe,” Jumbo CEO Pierre Valade told me.
Profitable by 2022
Jumbo has raised an $8 million funding round. It had previously raised a $3.5 million seed round. This time, Balderton Capital is leading the round. The firm had already invested in Valade’s previous startup, Sunrise.
A lot of business angels participated in the round as well, and Jumbo is listing them all on its website. This is all about being transparent again.
Interestingly, Jumbo isn’t betting on explosive growth and eyeballs. The company says it has enough funding until February 2022. By then, the startup hopes it can attract 100,000 subscribers to reach profitability.
The App Store ecosystem today is home to nearly 2 million apps. That means finding new apps to download is now more challenging than ever. This, in turn, leads app developers to funnel more money into App Store Search ads, traditional SEO and digital advertising in an effort to acquire new users. A new feature called App Clips, arriving in iOS 14 later this year, will give developers another option to introduce their app to users. With App Clips, users can instead load just a small part of an app on demand, when required. And when they’re done, the App Clip disappears.
The concept behind App Clips isn’t new. Google’s Android platform has for several years offered tiny app-on-demand downloads called “Instant Apps.”
Like Instant Apps, Apple’s App Clips are about making apps as seamless to use as the web. They are fast, ephemeral and eliminate the barrier to entry that is downloading an app from the App Store.
Today, many users don’t want to bother with a full app download when they’re in a hurry. For example, if a user is trying to pay for parking, they’re more likely to swipe their credit card in the meter to save time, instead of downloading the city’s parking app.
A customer waiting in line to place a food or drink order also doesn’t want to bother downloading the restaurant’s app to browse a menu and pay — they’ll just speak their order at the counter. And a customer wanting to rent a scooter just wants to tap, pay and be on their way.
Image Credits: Apple
An App Clip would work in any of of these scenarios, and many others, by making it as easy to use apps as it is to tap to check out with Apple Pay or launch a website.
While Apple will allow users to launch clips by way of a QR code, a new “App Clip Code” arriving later this year will offer an upgraded experience to kicking off these apps you find suggested to you out in the real world. App Clip Codes will combine both NFC and a visual code, so users can either tap or scan the code to access the App Clip experience.
Image Credits: Apple
For example, an App Clip Code placed on a parking meter would allow a user to quickly load just the part of the app where they pay for their time. They can even skip manual credit card entry by using Apple Pay, if included in a given App Clip.
The App Clips themselves are less than 10 MB in size and ship bundled with the app on the App Store. They’re built using the same UI technologies developers use today to build apps, like UIKit or SwiftUI. But using an App Clip doesn’t trigger the app to download to the user’s device.
A key advantage App Clips offer is how they address concerns over data privacy. Because App Clips are essentially a way to run app code on demand, they’re restricted from tapping into iPhone’s more sensitive data — like health and fitness information, for example. Plus, the App Clip and all its data will automatically disappear if it’s not used again within some period of time.
However, if a user begins to launch a particular App Clip more regularly — perhaps one for their favorite coffee order at their local shop, for instance — the App Clip’s lifetime is extended and it can get smarter. In this example, the App Clip could cache the customer’s last order and present it as a recommendation, to speed up the ordering process. Eventually, this repeat user may decide to download the full app.
In that case, the hand-off is seamless as well — iOS will automatically migrate the authorizations for things like Camera, Microphone and Bluetooth access, which the App Clip had already requested. Select data can also be migrated.
Image Credits: Apple
There are other ways for users to encounter App Clips besides out in the real world, though that may be a primary use case.
Apple says App Clips can be sent as links in iMessage, popped up as a suggestion when you’re browsing a mobile site in Safari, shown on a business’s details page in Apple Maps or may appear in Siri’s Nearby suggestions.
The idea is that wherever a user may be on their device — or out in the world — the App Clip can be there, too.
Two months after Quibi’s high-profile launch as a short-form mobile-native TV app led by Jeffrey Katzenberg and Meg Whitman, it is evident the startup is greatly underperforming relative to the hundreds of millions of dollars already spent on content and marketing.
According to a Wall Street Journal report, “daily downloads peaked at 379,000 on its April 6 launch day but didn’t exceed 20,000 on any day in the first week of June, according to Sensor Tower.” The article says Quibi is on pace for just 2 million subscribers by year-end, from its predicted 7.2 million. Most of the current subscriber base is on free trials, so even just maintaining the current pace of subscriber growth for several more months will be challenging. Quibi hasn’t released any of its own stats on subscribers, which it almost certainly would do to combat the negative perception among investors and press, if the stats showed a lot of traction.
I argued in 2018 that Facebook should turn its IGTV into a Quibi competitor, and I continue to believe there’s untapped opportunity for premium, mobile-native storytelling apps. So what went wrong with Quibi? There appear to have been four key mistakes:
Miscalculating the risk of launching during the COVID-19 lockdown.
Failing to see the central role of interactivity in mobile-native entertainment.
Creating misaligned financial incentives with the wrong content partners.
Launching Quibi like a movie instead of like a startup.
As movie theaters reopen across the United States and the world, there are lingering questions about what kinds of measures those theaters will be taking to keep staff and moviegoers safe in the midst of the ongoing COVID-19 pandemic.
These concerns were illustrated last week, when AMC CEO Adam Aron said in an interview that the theater chain would not be requiring that patrons wear masks except in locations where they’re legally required to do so — because the company “did not want to be drawn into a political controversy.” Naturally, those comments prompted a controversy of their own, leading AMC to reverse its decision.
So it makes sense for NBCUniversal-owned movie ticketing app Fandango to highlight the different safety measures that theaters are taking.
It’s useful from an informational perspective, so that moviegoers understand and prepare for the experience in theaters, and perhaps choose theaters based on how serious they seem about safety. But it’s also a savvy marketing move, as those theaters will need to convince moviegoers that it’s safe to return.
Image Credits: Fandango
The new features include what Fandango is pitching as a “one-stop shop” to view the safety measures announced by more than 100 theater chains, with information about auditorium occupancy, social distance seating, mask/protective equipment policies, enhanced cleaning measures and special concession arrangements. There will also be instructional videos, social distance seating maps and a way to search for reopened theaters by location.
Since movie theaters have been closed for the past few months, Fandango also says it will be extending expired rewards from its Fandango VIP+ loyalty programs for another 60 days.
“We are working closely with our friends in exhibition to help get their ticketing back online and film fans back in seats with peace of mind,” said Melissa Heller, Fandango’s vice president of domestic ticketing, in a statement. “In addition to our new product features, Fandango’s mobile ticketing will be an added benefit, helping moviegoers and cinema employees reduce the number of contact points at the box office and throughout the theater.”
