I2G In The News

Wall Street Journal - May 31, 2007


"The billions of calls made every year to directory-assistance services are a healthy precedent for voice-based search services," says Dan Miller, a senior analyst at Opus Research, a San Francisco-based consultancy that tracks the interactive-services sector.

Free mobile search, however, is more bad news for the paid directory-service business. Opus Research predicts this business will drop from $3.5 billion in annual revenue in 2006 to $1.8 billion by 2010, mostly because searching for most phone numbers is free on the Internet. People also will likely begin calling free directory services from their landline as well as their cellphones. The advertiser-supported free model is expected to increase to a $3 billion business in 2010 from $203 million in 2006, according to Opus.

Technology companies are moving toward ad-supported business models partly because voice recognition has reduced the cost of providing directory services. It costs 25 cents to 27 cents for a live operator to answer a call, but only 8 cents to 10 cents when the answering process is automated, according to Opus Research's Mr. Miller.

From the article, "Mobile Search Is Dialing Up Voice Recognition", by Samar Srivastava, Wall Street Journal, May 31, 2007 [subscription required]

San Francisco Chronicle - May 20, 2007


"Within five years, 10 percent of small and medium business advertisers will be do-it-yourself pay per click," said Internet expert Greg Sterling of Sterling Market Intelligence. "Anecdotally, it's clear to me that more small businesses are trying to pursue online marketing, and paid search is a subset of that."

From the article, "Narrowing Online Market Focus", by Ilana DeBare, San Francisco Chronicle, May 20, 2007

Investor's Business Daily - May 15, 2007


"The combined company will cover all of the major device manufacturers, portable operating systems and a good deal of the carriers themselves around the globe," said Dan Miller, an analyst with Opus Research. "It's going to be an accelerant to speech-enabled mobile search."

From the article, "Nuance To Acquire Rival VoiceSignal In Big Mobile Push", by Patrick Seitz, Investor's Business Daily, May 15, 2007

Red Herring - May 15, 2007


A report by Opus Research forecasts that total spending by carriers, device makers, subscribers, and advertisers on mobile search will grow from $4 billion in 2006 to $7.5 billion in 2010.

Customers of the combined company will include handset makers like Nokia, Motorola, Palm, and RIM, as well as AOL, Toyota, and AT&T.

From the article, "VoiceSignal, Nuance Sing Harmony", by Ken Schachter, Red Herring, May 15, 2007

WebProNews.com - May 14, 2007


An Opus Research report by Dan Miller and Greg Sterling said that mobile search success will start with a word:

The spoken word is the most natural way to initiate mobile searches -- For safety reasons in the short-term, and convenience in the long-term, the seamless integration of a speech-based interface should take hold.

Driving the mobile commerce market, which the report predicts will move from $4 billion last year to $8 billion in 2010, will be the ever-familiar search metaphor. Moving around the mobile web will start with search, just as the PC-oriented web does today.

From the article, "Mobile Search: Speaking Truth to Profits", by David Utter, WebProNews.com, May 14, 2007

Boston Globe - April 26, 2007


To date, mobile voice-enabled search has been restricted almost entirely to basic directory assistance -- a business worth about $4.1 billion a year, according to Dan Miller , senior analyst at Opus Research in San Francisco. , Miller projects that by 2010 the market will expand beyond 411 services and grow to $7.2 billion, as people begin to ask their phones to do everything from finding the nearest gas station to locating friends who are nearby.

"These are applications people are very familiar with," Miller said. They just haven't had the opportunity to use their voices to access them by asking their phone.

From the article, "The phone will tell all at the sound of your voice", by Carolyn Y. Johnson, Boston Globe, April 26, 2007

Investor's Business Daily - April 16, 2007


The mobile search market has become the latest battlefield for Web search rivals Microsoft and Google, (GOOG) which recently launched a mobile search service called Google Local Voice Search.

"It's definitely heating up," said Dan Miller, an analyst with Opus Research. "With Microsoft buying Tellme, they will have more resources to roll out these services that (Tellme) had in beta and limited trial. That will speed things up."

From the article, "After Microsoft Buy, Tellme Setting Sights (And Ears) On Mobile ", by Patrick Seitz, Investor's Business Daily, April 16, 2007

Wall Street Journal - March 14, 2007


Web-based voice services are still a relatively new field. The industry has so far been populated by small specialists, but is ripe for consolidation, says Dan Miller, an analyst at Opus Research Inc. of San Francisco. Companies spent $1.12 billion last year on voice-technology hardware, software and services for tasks such as speech recognition, up about 35% from $835 million in 2005, according to Opus.

From the article, "Microsoft Purchase Of Tellme Adds Voice To Web Initiative ", by Vauhini Vara , Wall Street Journal, March 14, 2007

Investor's Business Daily - March 14, 2007


Most of Tellme's business today involves providing automated call center services for companies such as E-Trade, (ETFC) FedEx (FDX) and Merrill Lynch. (MER) But the acquisition is really a "mobile play" for Microsoft, said Dan Miller, an analyst with Opus Research.

From the article, "Microsoft Talks Up Plans For Its Tellme Purchase ", by Patrick Seitz, Investor's Business Daily, March 14, 2007