AdMob

Omar’s Interview on All Things Digital

Check out the interview that Omar did with Kara from All Things Digital. Kara’s a fantastic interviewer, and Omar always has interesting stuff to say. So even if you normally skip video tidbits (like I normally do) this one is still worth it.

The comments about Silicon Valley and Madison Avenue just starting to realize the potential in mobile advertising with the iPhone because it’s the first time they’ve actually seen it themselves, that rings really true. Lots of us thought the iPhone was going to take a long time to make a difference, if it made a difference at all. We were so very wrong about that. Just goes to show, being “in the industry” doesn’t really mean crap in terms of your ability to predict what’s going to happen when there’s a discontinuity. That discontinuity that happened in mobile is now working it’s way through complementary and adjacent markets. Should be an interesting few years coming up.

Mobile Analytics from AdMob

The news is starting to make it out about the analytics product AdMob has in beta. Like mentioned before, analytics on mobile is one of those things it’s easy to do poorly and very difficult to do well. Even the folks who have been paying attention to the environment for a long time don’t have clear cut answers about how to deal with thorny issues like carrier identification and user counting. I was hoping that the MMA would get out in front of the crowd on this one and drive some consensus, but that wasn’t to be. So of course I’m happy to see AdMob attempting to bring some sanity to the field. They’re certainly some of the most well positioned to deal with the global issues off-deck publishers have in understanding their mobile audience.

I haven’t been using the service actively for my sites (the main one I would think about using it on would be Mowser, which is ummm.. headed in a different direction these days), but I have sat down with the system and poked through it using other folks data. In my opinion one of the most important set of stats is around number of users over time and how long they stay. How many users do I have in a day? How many of them are returning users vs. new users? What are the “front door” areas of my site that drive new users, and how often do those users visit other areas? Stuff that AdMob has thought through both from the publisher and advertiser perspective and is well represented.

The area I’m most curious about is the device capability breakdown. Custom iPhone sites are relatively common because of the marketing and discussion that goes around that particular device. But I’m not sure that anyone has ever really exposed the additional device segmentation for the off-deck folks. Of the folks that are looking at device breakdown many that I talk to see Nokia N-series devices as the extreme front runners in terms of their total number of pageviews. While the browsers in those devices don’t have the same emotional impact that using Safari on the iPhone does the first time, I do think the devices are successfully driving mobile web usage. Will exposing some of the additional info about devices drive additional middle web style site development? It’s a question not just of device penetration and capability, but of developer mind-share and impact of user interface. There’s a real ecosystem around the iPhone, go to developer events and people are “dabbling in iPhone development”. No one is “dabbling in N-series development.” This is why I’m still an engineer by trade, I just don’t understand how Apple manages to do these things. Much respect.

Stepping up a level however, I would have really liked there to be some public consensus around how to count users and identify uniques – with compliant products following on. But one of the principles I’ve come to understand recently is that it’s easier to build something that works and let standardization form around existing practice than it is to try to drive unity from diverse groups through committee discussion. I’m hoping that what happens is that the practices that AdMob has put into place will drive behavior like the content adaption manifesto Luca put together helped to identify destructive behavior across the environment and correct it. There’s certainly the mass there to make an impact.

Mowser WordPress Mobile Plugin Update

I updated the Mowser WordPress Mobile plugin that Russ posted a while ago and added in an admin page where you can configure your AdMob site ID without having to go in and poke at the code. I was considering going back and updating the WordPress Mobile with Style version that I had as well, but there are some other mobile WordPress plugins floating around already. I’m going to have to poke around and see what the state of the others is before I go and hack mine up some more.

AdMob Japanese

You didn’t think that just because I don’t work there any more I’m going to stop posting about it did you? AdMob just announced the availability of the AdMob interface in Japanese. Fantastic job! For months and months Wayne Pan has been working to clean up the mess that we made of the AdMob UI early on. Regular users of the site should already have seen stuff like the cleaned up site stats and advertising management screens. Getting the interface internationalized and localizing it into a language as wildly different as Japanese is a fantastic step. I’m looking forward to seeing the other localized versions popping up.

Japan is already a booming market in terms of mobile advertising, so it’s a logical place to start. What I’m really curious to see however is how enabling advertisers in some of the less mainstream areas where mobile is popular would change the network. In theory you should have a big group of “local advertisers” that should be interested in any chunk of media you put out there. And here I mean “local” in the sense of in the same country, not in the sense of hyperlocal location based services kinds of stuff. I was lucky enough to spend a bit of time in Mumbai, and I was surprised both by how much mobile marketing there was (normally in the form of SMS tie ins for print, outdoor, and television ads) as well as the spirit of the folks I met at the local Mobile Monday.

I’m curious if the potential advertisers in those areas have started looking at the advertising networks to bring in their users. There was a lot of talk at the MoMo I attended about data usage not being high in India. However the AdMob metrics reports place it very high in terms of number of pageviews. I wonder if there’s a perception issue that could be cracked. I wonder if the current marketing providers in the area are working to protect their revenue stream for as long as they can and seeding misinformation. I’m sure all the SMS marketing going on there feeds back into the carrier pockets, and I’m not sure data revenue always would (they have a lot of flat rate data from what I’m told). I wonder, I wonder…

Hacking N810 After Firmware Update

The folks at AdMob got me an N810 as a going away present:

N810 from AdMob

Omar took the time to poke around and ask Russ what I was lusting after but didn’t already have, and the N810 was at the top of the list. As if I didn’t already have enough good stuff to say about the folks there, they went and piled even more icing on the cake. Thanks everyone!

I’ve already screwed it up, but then fixed it. So it’s all good. Just want to lay down the order of operations in case anyone else runs across it. My problem was pretty much the same as the one described here, after updating the firmware the internal memory card was getting mounted read-only. I discovered this because I was trying to install apps using the package manager and it was failing. The app manager log viewer showed the errors as /media/mmc2 being read-only. I think this was related to me setting up swap on the internal storage card and it being on when I did the firmware upgrade.

The kicker was that I had yet to install becomeroot or SSH, and I hadn’t reset the passwords. So how do you unmount and reformat the internal card on the N810 pre-hackery? Here it is:

  • Enable RD mode using the flasher. Despite the indication to the contrary on the HowDoIBecomeRoot page, you can enable RD mode on the N810 to enable access to gainroot. Just run ‘flasher-3.0-static –enable-rd-mode’ using the same process described for firmware updates (plug in the N810 with the power off, run command, power on while holding home key).
  • Now you should be able to use ‘sudo gainroot’ from xterm (which is distributed with the base OS, interesting) to get root access to the device.
  • Unmount the internal card using ‘umount /media/mmc2′.
  • Reformat the internal card, which will destroy all the data on there. For me this wasn’t an issue cause I had yet to put anything at all on the device. The command I used was ‘fsck.vfat -a /dev/mmcblk0p1′, which is a slightly different device name than given in the Internet Tablet Talk forums, I think there’s just a typo in that version.
  • Reboot the device and run ‘mount’ from the command line, you should see /media/mmc2 as read-write mounted now.
  • Do a little victory dance.
  • I installed openssh and reset the passwords for both the standard user account and root account.
  • Disable RD mode using the flasher using ‘flasher-3.0-static –disable-rd-mode’. Power consumption and response times seem to really suffer with RD mode left on, so I always turn it back off now.

Seems like a really nasty firmware update bug too, if I weren’t prone to hackery of the sort or attentive with respect to what’s causing errors I could have easily assumed an incorrect root cause for these issues. I was already on my way down the path of cursing the package repositories for including screwed up dependencies before I realized the app installer log indicated a completely unexpected error from the underlying tools. The package manager should really throw a better error for something like that.

Innovator’s Engine Dec 5th

I’m going to be participating in the next Innovator’s Engine event at Carr and Ferrell: Ads2Go: What’s Working, Where and Why with Mobile 2.0?. It’s in the morning on December 5th. Very much in the morning, the discussion starts at 8am. I hear your senses are sharpest in the morning though, so we’ll see how that goes.

I had a conference call with the participants today, it should be an interesting discussion. We spoke about some interesting stuff, like how does the mobile advertising market in evolving areas like the US and Europe compare to the setup we see in more mature markets like Japan, are there any particular technical hurdles that need to be tackled before the advertising market can advance, and who’s really using mobile advertising currently as part of their media plan. Should be fantastic. Just don’t believe all the hype you read online, I don’t have all the answers. Only about 80 percent of them ;-) The other 20 percent I’m hoping will fall out during the conversation. Come down and join in, hope to see you there.

Leaving the Mob

My time at AdMob is coming to an end. It feels like it was yesterday that it was just Omar, Russell, and I listening to people say over and over that “the established ad networks are going to crush you before you can make a difference.” Now we’ve grown to gradually take over almost the whole floor of the building we’re in (a room at a time, taking large chunks of dividing walls out in the process) and I can’t read more than two mobile stories from my feed reader without at least one of them being about mobile advertising. How’s that for a staggering success?

But now that we’ve succeeded in the initial battle, life at AdMob is changing. It’s no longer the kind of place where the fast and loose brand of programmerizing I practice should be the norm. And the challenges in front of the company are no longer related to proving that the model works and the ecosystem can support it, but rather that they can hold onto and grow their lead as the number one mobile advertising network. A great challenge to be placed in front of, but not really one that exactly matches up with my disposition and role in the world of mobility overall. So it’s time for me to step aside and let the AdMob engineering crew evolve. I wish the folks at AdMob the best of luck! It’s a fantastic service backed by a great team, and when the monetization question comes up during my next adventure AdMob is going to be the first place I turn.

So now comes the question of which way to turn to find the raggedy edge of mobile? I like somewhat unique work environments. Three parts programming, two parts white knuckled thrill ride, two parts scaling issues. Seems like there’s still a ton of stuff that could be done in consumer mobile services. As far as mobile data services have come in the last year, we’re still really at just the start. The interest is out there, but people need to provide the right services via the right channels to keep the growth going. Seems like that would be really difficult to do right, so it’s got my attention. The hunt is officially on!

Mobile Advertising Salon Discussion

Kelly posted a fantastic summary of a discussion we had up at the loft last week about mobile advertising. Longer term I’m particularly interested in the web app vs downloaded application questions, and the question of the mobile web as a distinct area from the fixed web.

The questions of web app vs downloaded application might actually get somewhat obscured by the likes of Android and Ovi. A focus on services instead of applications tends to blur the line somewhat. Jaiku is an excellent example there. They have an S60 app, you can use it via IM or SMS, there’s a widget for Widsets, and a mobile friendly web version. Still, I think there will be some consolidation over time where some preferred way exists for covering the maximum number of handsets without having to develop a half dozen different versions.

Personally I think that’s going to be based on the mobile web instead of downloaded applications. However that means that the mobile browser really needs to mature a lot to make it as viable of a delivery platform as desktop browsers are now. And I don’t necessarily mean mobile AJAX here, I mean that development for mobile browsers needs to be a deterministic process. It can’t be this crapshoot with standards support and capabilities all over the map.

Which leads in to the issue of will the mobile web continue to exist as devices get better. There are at least two different issues in there: there’s the technical issue of coming up with markup that will render on a mobile device and an application level issue of delivering information tailored for a more limited device. There’s a lot of attention going into the technical side of the equation. Stuff like transcoders meant to strip out extraneous data, clean up tagging, and format the info in a more usable layout for a mobile device. And there are W3C efforts to define markups that can be supported across a wide range of devices.

However, even if the markup ends up being the same, assume that my phone was able to render any web page just well as my desktop browser could, does that mean the “death of the mobile web”? Would it still make sense to do two versions of the web application based on the user’s modality? Not based on if they’re accessing from their phone or their desktop, but based on if they’re using from their phone will seated on the train or using on their phone while wandering around a strange city looking for their friends.

I think the distinction will always remain, but there are definitely questions about where that “other version” comes from. Does it get produced entirely by the application provider? Or do they provide some extra tags (like the fb:mobile tag in FBML) that give hinting to other services which still provide a degree of adaptation? Right now the only realistic method is to make the two versions yourself. The problem of adapting a web user interface just isn’t well understood enough for someone to be able to factor out common parts and expose a meaningful set of hooks and capabilities. That’s still up for grabs really. There’s still a lot of blank space and potential in the market. Plenty of room for great ideas and plenty of unpopulated areas.

Mobile Advertising from “The Experts”

I stopped by the Mobile Mash-Up event that Nokia put on down in Palo Alto yesterday. It was a great event, very happy to see Nokia doing things like that as they integrate more into the Silicon Valley community! Unfortunately I had a meeting in the morning and was only able to make it down for the afternoon.

One of the things that really stuck out to me was the commentary around mobile advertising. It doesn’t seem like many of the folks commenting on mobile advertising necessarily understand what’s going on. One conversation with one advertising agency is really all it takes by the way, they’ll lay the whole thing out for you. And the necessary response is really pretty obvious.

There’s always a lot of commentary about how mobile advertising needs to be richer, engage the consumer at a different level, enable a dialog around a particular piece of content, provide ways to share an offering among friends, etc. Yea, those things are fantastic, I do sincerely hope that at some point we end up in a place where many of those are the default behavior in advertising. In my mind the ultimate endgame really has advertising merging with other forms of service provisioning and it’s pretty much impossible to tell an advertisement from a free image, or a game, or website. Those are the same things we said about web advertising though, and web advertising is different than television advertising, sure. But it’s hardly become the completely one-to-one mass customization market that everyone predicted. Keyword advertising dominates, but banner advertising is still very much alive.

New marketing mediums seem to be driven by technologists for a while at the start. Everyone goes “Hey, now we can find out if you sing while you take a shower!! How awesome is that!?!? Think about the advertising premiums we can demand for such personal information!” Yea, very good. The part that most folks don’t consider is that no one really cares. And if someone does they’re not necessarily going to be willing to pay you enough for that service in order for you to offset your cost.

Here, let me break down the big list of things that advertising agencies care about for you. Ready, get out your pen and paper. Here it goes:

  • Reach

Yep, that’s it. Do they want targeting? Do they want to be able to measure audience response? Yes, but reach comes first. They don’t care about reaching 5 people with specific goals and profiles, they need a mass audience. So yes, they want targeting, but only if after targeting they’re left with a large enough audience to make it worth their while. Do they want a cool channel they can push some interesting alternate reality game down to generate some buzz? Sure, but they’re not going to shift their entire marketing spend into alternate reality gaming if they see a campaign that works out.

So where does that leave us for mobile advertising? Currently mobile web or application advertising doesn’t have the numbers necessary to go after a lot of the big budgets. It’s starting to happen, the numbers are starting to look pretty good (which is one of the reasons we started releasing our numbers at AdMob publicly). The mobile industry is in the middle of an expansion phase. The lines are all pointing in the right direction, but the volume isn’t there yet for the deep pockets to care. Which most people point to and say “Yea, mobile advertising isn’t here yet.” Which they’re basing on the fact that most agencies aren’t yet moving significant portions of their advertising spend to mobile yet.

However the shift in mobile right now isn’t about shifting advertising dollars away from television or online. It’s about setting up services that allow developers to create applications they weren’t able to before, and make a living doing it. And that is happening right now. So to say that mobile advertising isn’t happening yet is just completely wrong. First we need to disrupt and overturn the mobile ecosystem, then we can go after traditional advertising. Please, one major market revolution at a time, lets not get ahead of ourselves.

Mobile Stats

Another slow news day, the big story seems to be Google’s ability to get the whole world to blog about a 404 page. Can’t wait to see some real info.

One of the most common questions I’ve been hearing recently is about how to record stats and count unique users on mobile devices. David Adams from Mobile Research got a lot of attention at Mobile 2.0 when he talked about the mobile analytics service they’re looking to launch as an online service. Excellent! But I think we also need some public discussion about how internet scale mobile metrics should work.

The “internet scale” there is very important. If you need to setup some monitoring for a deal with Sprint or 3 you can figure out what they do and how to properly measure. But what if your mobile traffic can be coming from any carrier anywhere in the world? What if it could also be coming from special purpose mobile devices like Nintendo DS or Playstation Portable systems? Or machines like the Wii? How do you put together a stats system that reliably figures out if a particular user or device has been seen before?

We’re very quick to say that mobile offers a unique advantage in increased ability to identify and target individual users. While that might be easily true inside the carrier umbrella, extending it out to the Wild Wild Web is what makes it actually interesting. And it’s much harder to determine the right way to track once you cross carrier boundaries. Here are some of the interesting challenges and benefits I’ve run across so far:

  • Cookie support is still very non-standard, see the entry about cookies at the Wireless FAQ. There’s everything to worry about from the device not supporting them, to the gateway stripping them, to cookies getting deleted at the end of the session. That stuff can be a pain in the ass when developing an app. But in that environment it means you either have to do URL based session management or maybe the user has to login every time they hit the service. If you’re talking about delivering reliable metrics however that’s killer, you just have no idea how a mobile browser is going to behave.
  • The MSISDN is anything but standard. In theory it’s a way to uniquely identify the SIM card used in GSM systems. Fantastic! Except that even across different GSM carriers the use of the MSISDN is inconsistent. My understanding of the evolution of the feature was that originally it was the phone number of the handset sent in the clear, and you can still see it used that way at times (China Mobile for example sends phone number in the clear… but not User Agent, go figure). However it was quickly realized that blasting out a users phone number with every HTTP request sent from their handset was rife with potential for abuse. So then the numbers started getting obfuscated. And put into headers with slightly different names, or jammed into different headers completely. Sometimes combined with session info so that the MSISDN isn’t actually always the same ID for the same handset on the same network. Add that together with not all carriers being cased on GSM.
  • Because traffic out to the wider internet from carriers tends to come out through a relatively small set of gateway machines it’s much harder to do identification of unique user agent/IP pairs to count unique users.
  • Plus carrier gateways behave weird. Sometimes they send multiple requests when I expect them to send one. Sometimes they cache stuff when I don’t really expect them to. Plus you throw transcoding engines into the mix and it gets really hard to predict what could be happening on a network.

That makes it a pretty difficult environment in general, and I haven’t really seen much that addresses the core issue of getting folks to agree on some common metrics and how they should be calculated.