goodbye carrier content dominance

"the mobile payment opportunity, originally 100% controlled by carriers, is opening up to new emerging players that are able to build a strong consumer value proposition. Carriers are now under pressure to defend margins from declining voice ARPU and from the appstores phenomenon, which is attacking two key elements of their content value chain: distribution and billing. In this area, app store players like RIM have leveraged PayPal’s payment technology to offer a payment alternative that is able to connect consumers and developers globally with compelling economics."