The Pending SMS Collapse

Intriguing stuff in a new TNS report on the rapid growth in mobile instant messaging, largely at the expense of SMS.

… MIM has become so popular, that now 11 out of every 100 messages sent by mobile devices or fixed PC globally are instant messages. However, among MIM users 36 out of every 100 messages sent is an Instant Message by their mobile, making this the dominant messaging form for these users. The number of messages sent via SMS falls dramatically among MIM users from 38 to only 23 messages per 100. Surprisingly, MIM users also use fixed email less with 21 out of every 100 messages sent via this medium, compared to 31 messages among all consumers.

Nothing like flat-rate messaging to drive usage — and to gut carrier models.