What I am reading:
The mobile advertising space got white hot last year when Google agreed to purchase AdMob and Apple bought Quattro Wireless. Suddenly all eyes were on 4INFO, which has been described as the AdMob of SMS. They dominate that space, and the service is doubling in size every quarter now.
I interviewed CEO Zaw Thet in February to better understand the 4INFO business. 4INFO offers customers a publishing platform, which is tools to manage SMS subscribers and send them content. They also run an ad network for SMS ads, and a SMS gateway to handle the carrier relationships and charges. 4INFO’s larger publishers pay as much as $15,000 per month to use the platform. Those publishers can run their own ads, or use 4INFO’s ads with a revenue split (self service customers have no choice but to accept 4INFO’s ads).
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