So if I was a betting man I'd say, based on its track record of innovative and disruptive strategies, that Google is currently setting itself up to exploit the growing opportunity for international calls and data throughout the emerging world. Which will of course, help sell a lot of phones. Watch out for a tie up with service partners in India very soon.
What this does mean is that retailers must become ever adept at creating mobile experiences that are seamless and simply work for a very demanding visitor with a lot of retail choices. If I'm going to invest in visiting M&S in store, I want my online experience with them to flow naturally with the in-store engagement.
How significant can Apple's mobile wallet be? After all, there have been several other attempts, including Google's, Samsung's, and the hastily rebranded Isis Wallet™, now named Softcard™, none of which have really captured the public consciousness. I believe that Apple Pay's focus on retail can make all the difference.
On receiving a Fellowship at the BFI, Al Pacino said: "If you put any movie on a big screen nowadays, I'll love it. I mean, who wants to watch movies on iPhones? I'm so tired of that." I too love a good night out at the cinema, but he's wrong. Sorry Mr Pacino but millions of people watch films on their mobile devices worldwide, and Video on Demand (VOD) is their preferred choice.