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Posts by mark2005

When will Google or any developer release some data about sales and revenue data resulting from selling apps for Android phones? Especially to counter data showing that free apps are even more dominant in Android Market (when compared to App Store). Why hasn't any such data been released yet?
Apple doesn't care about being number 1 in market share, or even number 2. They're not after market share for market share sake, or for bragging rights. But Apple does care about establishing viable products - Apple's goal at iPhone launch was 1% or 10M units in its first full year. So they dropped the price, and then changed their sales model (to subsidy) to make that happen.Apple also does care about number of iPhone OS units sold for the sake of the iPhone OS...
As long as Apple keeps innovating in a way that leads to products with a great user experience, I want Apple to exist. I want to have the opportunity to choose the Apple paradigm because all the other electronics/computer companies have bought into a different paradigm that leads to mostly crappy copycat products. In order for Apple to exist, they need to maintain a fair profit to keep innovating. Also as a consumer, I'm willing to pay a fair premium for the better user...
Wow, you really have trouble with reading comprehension. So simplifying for such as you: NPD estimated US sales of Android smartphones and Apple smartphones (i.e., iPhone) based on a survey. People question it. So let's see if we can corroborate the survey with whatever data we have. There is NO public data on iPhone sales in US but AT&T reported iPhone activations serves as a useful proxy, since AT&T is the only carrier for iPhone in US. There is NO public data on...
Living in the US with one carrier, I don't see those types of ads. What you're pointing out is quite interesting. I think the carriers make more money on Android phones than on iPhone (assuming the plans are the same) as the subsidy for iPhone is about $400, and I think it's less for the other phones (even if those phones are free). So I can see why Telus might be proclaiming the Milestone more than iPhone.
Of course it's still profitable. With a two-year contract and $30 data plan, VZW rakes in $720 (assuming it doesn't allow early upgrades). If the handset cost VZW $300, that's $420 in extra revenue, which provides the needed cash flow for capital investment for their LTE network, and most of the $420 is profit. But the real reason Verizon does BOGO is that their retail postpaid churn rate (net % of subscribers leaving) has grown by 20% since AT&T started selling iPhone....
The exclusivity in the US has certainly caused the other carriers to be hungry for a competitive handset. Which was the Palm Pre and these Android-based phones. But my sense is the main reason Android hasn't equalled Apple in smartphone sales worldwide is that Android-based phone mfrs haven't made a big distribution and marketing push overseas (excluding the UK) yet. iPhone has only just expanded worldwide in a big way during this past year. If you're located outside the...
Agree, Apple's carefully understated point is that it's the platform that really matters in the long run, not just the individual devices. So iPod touch units matter to the platform. Journalists and analysts are having a hard time grasping that. Look at Apple's iPhone and iPod touch advertising to see what's important. It's the Apps; it's the platform.
As I wrote yesterday, AT&T reported 2.7m activations this past quarter. Some small number above that may have bought iPhones and activated on T-mobile or outside the US. According to IDC, HTC sold 2.6m smartphones and Motorola sold 2.3m smartphones this past quarter worldwide. (Canalys reportes 2.8m for HTC and 2.6m for Motorola, so you can see that it's not that accurate.) Samsung also sold some Android phones in the US (but its not in the top 5 worldwide so its total...
It depends on the specific contract between mfr and carrier. Of course, the carrier can afford it, but that $300 subsidy comes right out of their profit and reduces their cash flow. In any case, if VZW commits to 1m Palm Pre and pays Palm a fixed high price for each but is unable to sell them and resorts to 2-for-1s, what is the chance that VZW commits to 1m Palm anythings the next time around? If anything, VZW would demand a much lower price for a given volume...
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