The next billion mobile users will rely on video and voice

Tech companies are rethinking products for the developing world, creating new winners and losers

The internet’s global expansion is entering a new phase, and it looks decidedly unlike the last one.

Instead of typing searches and emails, a wave of newcomers—“the next billion,” the tech industry calls them—is avoiding text, using voice activation and communicating with images. They are a swath of the world’s less-educated, online for the first time thanks to low-end smartphones, cheap data plans and intuitive apps that let them navigate despite poor literacy.

Incumbent tech companies are finding they must rethink their products for these newcomers and face local competitors that have been quicker to figure them out. “We are seeing a