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February mobile device traffic up 193%, led by Apple iPhone

post #1 of 52
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Fueled by strong growth of both the iPhone and Android platforms and heavy application use on both mobile devices, mobile traffic increased 193 percent year-over-year in February.

The latest Mobile Metrics Report from ad firm AdMob was released Thursday, and showed the tremendous growth seen in the company's ads served to more than 15,000 mobile Web sites and applications around the world. In all, smartphones like the iPhone accounted for 48 percent of AdMob's worldwide traffic, well up from the 35 percent share it took in February 2009.

Apple remains the far-and-away leader in presence in the ad network. February 2010 numbers show the iPhone OS taking a 50 percent share of all worldwide smartphone operating systems. That number has held consistent since December of 2009, even as Android's presence continues to grow.

Google's Android mobile operating system represented 24 percent of the worldwide smartphone market online in February, up from 19 percent in December 2009. The February numbers were also a dramatic increase from a year prior, when smartphones with Google's operating system were just 2 percent of the market.

But Apple also saw a noteworthy increase year over year, with its 50 percent share up from just 33 percent of the market in February 2009.



While the iPhone and Android have seen big gains over the last year, the big loser, according to AdMob, has been Nokia's Symbian mobile platform. The survey found that Symbian's share of requests collapsed from 43 percent in February 2009 to 18 percent in February 2010.



Late last year, AdMob was approached by Apple for a potential acquisition, but the firm was eventually bought by rival Google. One recent report alleged that Google willingly overpaid in its $750 million acquisition of AdMob simply to keep the company away from Apple. But the iPhone maker quickly responded by purchasing mobile advertiser Quattro Wireless for $275 million.
post #2 of 52
Headline does not match article: How is it you can relate "traffic" to "share" - this article is not about traffic at all.
post #3 of 52
i'm not saying this report sounds fishy, but AdMob's data needs to be interpreted while being aware that they are now owned by Google.
post #4 of 52
Quote:
Originally Posted by AppleStud View Post

i'm not saying this report sounds fishy, but AdMob's data needs to be interpreted while being aware that they are now owned by Google.

very true
post #5 of 52
Quote:
Originally Posted by Damn_Its_Hot View Post

Headline does not match article: How is it you can relate "traffic" to "share" - this article is not about traffic at all.

It said in the first line - "mobile traffic increased 193 percent year-over-year in February"

Out of the traffic it saw, iPhone was 48% of it.

what's so confusing?
post #6 of 52
Quote:
Originally Posted by AppleInsider View Post


Google's Android mobile operating system represented 24 percent of the worldwide smartphone market online in February, up from 19 percent in December 2009. The February numbers were also a dramatic increase from a year prior, when smartphones with Google's operating system were just 2 percent of the market.

But Apple also saw a noteworthy increase year over year, with its 50 percent share up from just 33 percent of the market in February 2009.

2 to 24 is an increase of 1200%.

33 to 50 is an increase of 51%.

These kind of changes are not sustainable. Google will fail.
post #7 of 52
Do these figures include the iPod touch as well, or just the iPhone "smartphone" ?
Disclaimer: The things I say are merely my own personal opinion and may or may not be based on facts. At certain points in any discussion, sarcasm may ensue.
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Disclaimer: The things I say are merely my own personal opinion and may or may not be based on facts. At certain points in any discussion, sarcasm may ensue.
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post #8 of 52
Quote:
Originally Posted by Damn_Its_Hot View Post

Headline does not match article: How is it you can relate "traffic" to "share" - this article is not about traffic at all.

Share of mobile traffic.

The iPhone's share of worldwide mobile traffic is 50%.

Why is that so difficult to understand?
Disclaimer: The things I say are merely my own personal opinion and may or may not be based on facts. At certain points in any discussion, sarcasm may ensue.
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Disclaimer: The things I say are merely my own personal opinion and may or may not be based on facts. At certain points in any discussion, sarcasm may ensue.
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post #9 of 52
Quote:
Originally Posted by extremeskater View Post

Both Apple and Google are very strong in the market neither has to fail for the other to do well.

If that is true, then why is Google trying to kill the iPhone?
post #10 of 52
Wow.......i wonder what'll happen when the iphone 4g (well not 4g, coz its not gonna be called that any more) comes out . more AT&Fail????
post #11 of 52
Quote:
Originally Posted by AppleRulez View Post

If that is true, then why is Google trying to kill the iPhone?

What kind of stupid question is this?

A business is an entity who's there to earn money. Google and Apple are both in the smartphone business. To grow Android, and earn money Google and its partners have to produce a device that gives the user a reason to go with it instead of the iPhone (in your words and something that's way overused, "kill it"). Same thing with the iPhone.
\Apple has always had competition. It's just been in its blind spot.
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\Apple has always had competition. It's just been in its blind spot.
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post #12 of 52
Quote:
Originally Posted by extremeskater View Post

It is never good when one company dominates a market. The end users loses in that case everytime.

Apple dominates the high-end PC market.

How have end users lost because of that?
post #13 of 52
Quote:
Originally Posted by extremeskater View Post

The smartphone market will only increase over time neither Google or Apple will fail.

Google stock is running at 570.00 a share with 54% earning groth last year. With a market cap of 135 billion. Yeah they are doomed.

Both Apple and Google are very strong in the market neither has to fail for the other to do well.

99% of Googles money is made on advertising. Hope that does not dry up.

And the stock price is ludicrous. Some think Apples is crazy.
post #14 of 52
Quote:
Originally Posted by AppleRulez View Post

If that is true, then why is Google trying to kill the iPhone?

Easy, they aren't. They are competing with Apple, sure, but that doesn't imply trying to kill anything. To quote the very comment you were replying to:
"Both Apple and Google are very strong in the market neither has to fail for the other to do well."
How hard is that to understand?

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"My 8th grade math teacher once said: "You can't help it if you're dumb, you are born that way. But stupid is self inflicted."" -Hiro. 

...sometimes it's both
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post #15 of 52
Quote:
Originally Posted by tazinlwfl View Post

It said in the first line - "mobile traffic increased 193 percent year-over-year in February"

Out of the traffic it saw, iPhone was 48% of it.

what's so confusing?

I assume you are saying "Out of the traffic AdMob saw, iPhone was 48% of it." - the rest of the article is about share of OS and has nothing to do with traffic.

I simply expected to read something about traffic not what mobile phone OS was increasing.
post #16 of 52
Quote:
Originally Posted by AppleRulez View Post

Apple dominates the high-end PC market.

How have end users lost because of that?

I think extremeskater means a full monopoly on the market as a whole. Where you have no choice but to buy one company's products, regardless if you have a preference for something different. The end user would be at the mercy of whatever price points and release schedule that company wanted.

While Apple does have its niche in the high-end section of the computer market, it does not dominate the market as a whole. I can still buy my retail-packaged, Windows-based computers. Or I can build my own computer and then install whatever OS I want on it.

Quote:
Originally Posted by msantti View Post

99% of Googles money is made on advertising. Hope that does not dry up.

And the stock price is ludicrous. Some think Apples is crazy.

As long as there are businesses, there will be advertising. That will never dry up.
\Apple has always had competition. It's just been in its blind spot.
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\Apple has always had competition. It's just been in its blind spot.
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post #17 of 52
Quote:
Originally Posted by mjtomlin View Post

Share of mobile traffic.

The iPhone's share of worldwide mobile traffic is 50%.

Why is that so difficult to understand?

The article states:

"the iPhone OS taking a 50 percent share of all worldwide smartphone operating systems."

What has that got to do with traffic - seems to me you are making a rather large logic leap here. Share of operating systems does not equal worldwide mobile traffic.
post #18 of 52
Quote:
Originally Posted by Tulkas View Post

Easy, they aren't. They are competing with Apple, sure, but that doesn't imply trying to kill anything. To quote the very comment you were replying to:
"Both Apple and Google are very strong in the market neither has to fail for the other to do well."
How hard is that to understand?

Agree.

From a legal standpoint, "killing" your competitors will result in a monopoly and anti-trust lawsuits.

From a competition/end-user standpoint, "killing" the competition means that innovation and new products go flat. Look at the market from pre-2007. Smartphones were mostly WinMo-based, considered an "exclusive" item for business users, and the carrier plans/phones were high.

Now look at the market after the iPhone. Smartphones have exploded into the everyday user area. You have your choice of OSs (iPhone, Android, WinMo/WP7S, Symbian) and form factors. Smartphone hardware and plan prices have dropped to more acceptable levels.

Competition is a good thing and Google and Apple can definitely be successful without having to kill each other off. Go forward in time and a new company with an even better OS/hardware combination will show up and spur progress further.
\Apple has always had competition. It's just been in its blind spot.
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\Apple has always had competition. It's just been in its blind spot.
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post #19 of 52
last month I used 40 minutes (never use many minutes ever since unlimited mobile to mobile) and over 5GB of data. This is on Sprint.

I honestly think if someone can hack the Evo for stealth tethering, I'll drop my landline when I get it.
post #20 of 52
Quote:
Originally Posted by chronster View Post

I honestly think if someone can hack the Evo for stealth tethering, I'll drop my landline when I get it.

Why would it need to get hacked? The EVO allows tethering 8 devices at a time out of the box.
post #21 of 52
Quote:
Originally Posted by Damn_Its_Hot View Post

The article states:

"the iPhone OS taking a 50 percent share of all worldwide smartphone operating systems."

What has that got to do with traffic - seems to me you are making a rather large logic leap here. Share of operating systems does not equal worldwide mobile traffic.

Admob tracks ad requests from and ad impressions delivered to mobile devices from over 15000 web sites and applications. It determines which mobile devices are accessing those sites/using those apps. Each of these mobile devices are running an operating system. Thus, it can determine how often devices using a particular operating system are visiting web sites/using applications. From that, it can divide up the total number of ad requests across the devices (each with an operating system) and by summing, get a percentage (or share) for each operating system.

So devices using the iPhone OS (namely, iPhone and iPod touch) made 40% of the ad requests (or about 5.6B out of 14.1B) at those 15000 worldwide web sites/applications tracked in Feb 2010.
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post #22 of 52
Quote:
Originally Posted by AppleInsider View Post

One recent report alleged that Google willingly overpaid in its $750 million acquisition of AdMob simply to keep the company away from Apple. But the iPhone maker quickly responded by purchasing mobile advertiser Quattro Wireless for $275 million.

Insiders have reported that right after he acquisition was formalized Steve, using a disposable phone reportedly dialed a private line of Mr. Schmidt's and soon has he answered Steve mocked and I quote: 'NANNY NANNY POO POO! NANNY NANNY POO POO!' before quickly hanging up, stomping on the disposable phone with his foot and rushing like a madman to the break room located on the other side of the building where he tried his best to look like everything was normal... The insider continued, "He wasn't fooling ANYONE, since he was clearly seen scarfing down a moon pie and drinking directly from the milk jug in the public fridge, while giggling uncontrollably.

Somehow I don't think you'd ever find 'moon pie' on the approved vegan diet menus, and certainly not milk!!"
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post #23 of 52
Quote:
Originally Posted by mjtomlin View Post

Do these figures include the iPod touch as well, or just the iPhone "smartphone" ?

The 50% is just iPhone share of the smartphone market.

Adding in all mobile handsets (iPod Touch, PSP, DS, etc), Apple has 40%, with the iPhone accounting for 24% and iPod touch 16.1%. In third place is the Moto Droid with 3.8%. All the Android-based phones total up to about 11.5%.

The one thing the Admob studies do show is that there really is another class of phone, dubbed by Google as superphone, that is used to access the web. This class includes iPhone, Android-based phones and (maybe the Palm Pre/Pixi). If expanded to mobile handsets, it includes the iPod touch as well.

Conservatively, there might be about 50m iPhone/Android/WebOS handsets in use, and they account for 75% of requests. And there have been about 270 million Symbian, Blackberry, and WinMo smartphones sold over the past two years, and combined they account for the other 25%.

Note: Admob might disproportionately track iPhone and Android devices, although Symbian did account for a large share back in 2007-2008.
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post #24 of 52
Quote:
Originally Posted by os2baba View Post

Why would it need to get hacked? The EVO allows tethering 8 devices at a time out of the box.

you gotta pay for it though

stealth tethering = Sprint doesn't know you're tethering
post #25 of 52
Quote:
Originally Posted by AppleInsider View Post

... has been Nokia's Symbian mobile platform.

Technically Symbian isn't Nokia's anymore.
post #26 of 52
Quote:
Originally Posted by Damn_Its_Hot View Post

The article states:

"the iPhone OS taking a 50 percent share of all worldwide smartphone operating systems."

What has that got to do with traffic - seems to me you are making a rather large logic leap here. Share of operating systems does not equal worldwide mobile traffic.

What is clear is we have a clash of claims if it is true that iPhone OS is now 50% of all Internet traffic.

A: They must be including iPod Touch
B: They aren't using Nokia's absurd notion of smartphone including millions of throw aways.
post #27 of 52
Quote:
Originally Posted by AppleRulez View Post

If that is true, then why is Google trying to kill the iPhone?

Umm... competition?

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post #28 of 52
Quote:
Originally Posted by AppleRulez View Post

If that is true, then why is Google trying to kill the iPhone?

You're either an iGenius/iLuv alt or you've spent too much time locked in the garage with your mom's car running.
post #29 of 52
Quote:
Originally Posted by mdriftmeyer View Post

B: They aren't using Nokia's absurd notion of smartphone including millions of throw aways.

Can you please provide a list of models of Nokia phones that they class as a smartphone and you class as a throw away?
post #30 of 52
Quote:
Originally Posted by mdriftmeyer View Post

What is clear is we have a clash of claims if it is true that iPhone OS is now 50% of all Internet traffic.

A: They must be including iPod Touch
B: They aren't using Nokia's absurd notion of smartphone including millions of throw aways.

You still haven't answered my question at MacRumors.

What plausible explanation would Apple have to recompile a bunch of critical core libraries with an unreleased, unproven, brand-new LLVM 2.7 compiler immediately prior to the release of OS X 10.6.3? Why wouldn't they simply stick this into the 10.6.4 release?

Please explain that.

This scenario that you originally proposed at MacRumors was terribly intriguing, but there is very little compelling reason to believe such a scenario.

Please present a solid argument why Apple would showstop a minor maintenance OS release to shoehorn a unproven compiler tool late into the build.

Thank you in advance.
post #31 of 52
Quote:
Originally Posted by mdriftmeyer View Post

What is clear is we have a clash of claims if it is true that iPhone OS is now 50% of all Internet traffic.

A: They must be including iPod Touch
B: They aren't using Nokia's absurd notion of smartphone including millions of throw aways.

That's 50% of all smartphone Internet traffic as tracked by AdMob at its 15000 websites and applications. And it does include all Nokia's smartphones, such as the Nokia N70, N73, N95, 5800 Expressmusic, N80, E63, 6600, 6300, N72, 7610, E71, 6120c, 3230, 6630, 6210.

When all mobile Internet devices are included, that is, add in featurephones, iPod touch, PSP, DS, etc., iPhone OS accounts for 40% of all mobile Internet traffic as tracked by AdMob. Featurephones include Nokia 5130, 3110c, 7210, N2700, 6233, 2600c.

One interesting note: In India, iPhone is sixth (4.8%) in smartphone traffic despite its supposedly outrageous pricing.
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post #32 of 52
Quote:
Originally Posted by mdriftmeyer View Post

What is clear is we have a clash of claims if it is true that iPhone OS is now 50% of all Internet traffic.

A: They must be including iPod Touch
B: They aren't using Nokia's absurd notion of smartphone including millions of throw aways.

Well when you flood the market with a lot of junk it's pretty easy to turn around and claim huge market share.
post #33 of 52
Quote:
Originally Posted by AppleRulez View Post

If that is true, then why is Google trying to kill the iPhone?

That's a bit of hyperbole from Jobs - part of a rah-rah pep rally speech to the troops.

The real message is that Google believes mobile is THE future, and that the handset is key to its future success because that will be what is used to access its search and advertising cash cow. Although Android started out as a way for Google to defend itself from Microsoft or Nokia dominance in the handset market, Google is now also defending against Apple becoming the dominant/majority handset and thus, Apple gaining leverage over Google and being able to increase friction in getting to Google's services.

It seems that Apple thought it was in a complementary partnership in that Apple offered Google prime real estate via Mail, Maps, and the search box in Mobile Safari on the iPhone. But Google's attempt to clone everything in the iPhone, including branding its own handset, makes it clear to Apple that there is no partnership, and that Apple rather than Microsoft or Nokia is the real Google cloning target.

The danger to Apple is that Google can subsidize the handset software and hardware with advertising revenue, thus, it can sell its handsets more cheaply to both carriers and directly to consumers. As Apple makes little to no profit from iTunes, App Store, or Mobile Me, it cannot subsidize. (Apple actually subsidizes its OS with handset sales.)

There are five parts to this chain: user device, OS, apps, services (including advertising), and the communication pipe. Google is doing what it can to commoditize everything except the advertising service (which is Google proprietary). With the acquisition of Placebase and Quattro, Apple looks like it is doing what it can to commoditize everything except the user device (and OS). Depending on what market it was in, Microsoft has tried to commoditize different things but always not the OS; it's unclear to me what it's strategy is in mobile. And Nokia looks to be using the Apple commoditization strategy - make money on the handsets, though it differs from Apple as Nokia aims to do this through large volumes instead of high margin, and commoditize everything else.
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post #34 of 52
Quote:
Originally Posted by Damn_Its_Hot View Post

The article states:

"the iPhone OS taking a 50 percent share of all worldwide smartphone operating systems."

What has that got to do with traffic - seems to me you are making a rather large logic leap here. Share of operating systems does not equal worldwide mobile traffic.

The logic comes from analyzing the data. Admob said "we're getting x amount of hits from these websites with these smartphones. Last month we got y number of hits. Last year we got z number of hits. iPhone OS makes up 50% of these hits. Last year they were only 35%. That's an increase in their share of the hits."

They're not making the assumption that iPhones are 50% of the smartphones out there, but in terms of smartphone traffic to the sites they serve, iPhones hit it the most.

And out of context, your quote loses this:
"Apple remains the far-and-away leader in presence in the ad network."

See that? "in the ad network". That part is important. Not "in general mobile presence", or "in general mobile traffic", or even "in smartphone sales".
post #35 of 52
Apparently the Nexus One isn't as much of a flop as people thought it was:

http://www.3g.co.uk/PR/March2010/Goo...iPhone-3G.html

It might be gaining some traction after all. Of course there are caveats (the 3GS at the end of its life cycle for example, and the source might not be the most reliable). But it is impressive that a phone that's largely sold unsubsidized and unadvertised with no floor models at any carrier would beat the iPhone in any month, anywhere.
post #36 of 52
Quote:
Originally Posted by Jetz View Post

Apparently the Nexus One isn't as much of a flop as people thought it was:

http://www.3g.co.uk/PR/March2010/Goo...iPhone-3G.html

It might be gaining some traction after all. Of course there are caveats (the 3GS at the end of its life cycle for example, and the source might not be the most reliable). But it is impressive that a phone that's largely sold unsubsidized and unadvertised with no floor models at any carrier would beat the iPhone in any month, anywhere.

That site and article are questionable. I see nothing backing it up to show what metrics were included.

It looks like 3 sells the iPhone in Hong Kong and Macau but not in the UK. If they are going by their company stats alone then having more Nexus One's activated in February than iPhones doesn't seem unlikely.

PS: Naming your company '3' makes it tough to google.
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post #37 of 52
Quote:
Originally Posted by solipsism View Post

PS: Naming your company '3' makes it tough to google.

I did a google search for 3, and it was the second result, how is that "tough"?
post #38 of 52
Quote:
Originally Posted by jfanning View Post

I did a google search for 3, and it was the second result, how is that "tough"?

Of course you would have a hard time with reading comprehension. RIF there buddy!

Giving you the benefit of the doubt (yet again) post the query you made that revealed the detailed answer in the 2nd result.
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post #39 of 52
The key is the word smartphone is the title. The Touch isn't a smartphone

Quote:
Originally Posted by mdriftmeyer View Post

A: They must be including iPod Touch
post #40 of 52
Quote:
Originally Posted by solipsism View Post

Of course you would have a hard time with reading comprehension. RIF there buddy!

Giving you the benefit of the doubt (yet again) post the query you made that revealed the detailed answered in the 2nd result.

Did you ever think of doing a search for 3?

http://www.google.co.nz/search?hl=en...=&oq=&gs_rfai=




Doing the same query through google.com gives you the first four results for 3.

http://www.google.com/search?hl=en&s...=&oq=&gs_rfai=

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