Indian OTA Cleartrip has released its regular quarterly recap, with the October-December 14 period significant in that its mobile traffic exceeded desktop for the first quarter ever.
But the mobile picture is more complicated than just a simple shift from desktop to mobile.
More than 70% of Cleartrip's mobile users say mobile is their only channel for transaction, which indicates that once someone has bought something using their mobile, chances are they will remain loyal to the channel.
A few days ago Cleartrip announced that it was relaunching its mobile web site, admitting that "as we lavished our attention on our desktop site and mobile apps, our mobile site began to feel aged and long in the tooth..."
Arguments over "apps vs mobile web" still surface occasionally, but Cleartrip is clear that a mobile-enabled website is as important as its app - it said that 47% of its mobile traffic is via the mobile web and chances are that this will increase as a result of the recent upgrade.
The $64-question is whether this will simply cannibalise existing mobile users (as in, persuade app users to try the mobile site) or whether it will speed up the shift away from desktop.
It is also worth noting that while mobile is the dominant channel for traffic, it still only accounts for 40% of transactions. The transactional tipping point is yet to come.
Elsewhere, Cleartrip provides a detailed breakdown of which brands of phones are most popular among its users. Market leaders Apple and Samsung have lost a 10% share between them while still growing - the big gains are coming from Micromax, Xiaomi and Google.