We’ve chosen to withdraw Skype Lite and Skype for Windows Mobile because we want to offer our new customers an improved mobile experience – much like the version that has proved so popular on the iPhone, and which is now available on Symbian phones.
As for WinMo, we have made the tough decision to defer support for that platform until WinMo7. This is due to the fact that WinMo6.5 does not support some of the critical APIs that we need.
Admob did an interest survey. Although limited by its methodology (see below) the data is incrementally interesting as it also relates to the ChangeWave survey.
ChangeWave suggested that 13% of early adopters claim they are likely to buy an iPad. Admob suggests that 16% of existing iPhone users would be likely to purchase an iPad in the next 6 months.
If we assume 45 million iPhone users by time of launch (42 million units have been sold as of end of December) and 15% would buy iPads it would therefore not be unreasonable to assume about 7 million iPads will go to iPhone users alone.
Being conservative, let's round that down to 5 million. This does seem quite a bit more than the 2 million most analysts are forecasting. I'm partial to 5 million but I might now be inclined to increase that to maybe 7 to account for a portion of 33 million iPod touch users.
The aggressive scenario would see 16% of the 75 million iPhone + iPod touch installed base buying an iPad--resulting in 12 million units.
All data in the feature section is based on an opt-in survey taken by users on their mobile device.
Respondents were sourced by responding to mobile ads throughout AdMob's iPhone OS, Android and webOS networks. There was no incentive offered to participate in the survey.
There were 963 total respondents: 318 Android, 244 iPhone, 356 iPod touch and 45 webOS. The survey was run from February 5th - February 16th.
The geographic representation of the respondents was designed to approximate the distribution of users in the AdMob network. The respondents were sourced from English-speaking countries in the AdMob network.
full-year revenue would be "well below" its previous target of $1.6 billion to $1.8 billion. Wall Street was expecting $1.6 billion
If we assume $1 billion/yr. revenues, that works out to about 3 million smartphones a year out of a market that Gartner just forecast to be 215 million this year. That gives Palm just 1.4% share of smartphones.
The WebOS is a fine piece of code, but one has to understand that success in this business is not just doing something right. You have to do everything right:
Nokia has great distribution and logistics, not so good software or platform story
Palm has great software, not so good distribution or platform
RIM has great distribution and service, not so great software
Android has good software but not great integration of solution
Apple's software and platform are great, but distribution is still weak
Microsoft has nothing good at all
The question of acquisition invariably comes up. The obvious answer would be to pair Palm with somebody who needs what they have and who has what they don't. Unfortunately no perfect fit arises.
Feb. 25 (Bloomberg) -- Palm Inc. said it expects that adjusted revenue for the third quarter of fiscal year 2010 will be in the range of $300 million to $320 million. The average estimate of analyts surveyed by Bloomberg was for adjusted third-quarter revenue of $409.3 million. The company said revenue for the quarter and full year are being affected by “slower than expected consumer adoption of the company’s products.”
The last four months have seen tremendous app growth. Apple grew by 59k apps while Android added nearly 10k and Nokia added 5.5k apps to Ovi.
As a percent, Palm grew the fastest with 1,352%, followed by Ovi with 827%. The slowest growing was actually Blackberry App World with a mere 56% growth.
More curious is the popularity of certain categories. Games and Books are dominant in the App Store, while Personalization and Music account for more than half of Ovi (ringtones and wallpapers?)
Finally, in terms of catalog ranking overall, Ovi climbed the league table to third spot behind Apple and Android and overtaking Blackberry App World. Palm overtook Windows Mobile Marketplace which is now dead last with 693 apps.
Sales of H.P.’s hand-held products, including its iPaq smartphone, dropped to $25 million in the quarter, down from $57 million in the same period last year. Apple, by contrast, had sales of $5.6 billion for iPhones and related products during its most recent quarter.
To put it in more perspective, $25 million at an ASP of $350 a phone means HP sold about 70k phones last quarter, or what Apple sold every 17 hours.
Tim Cook confirmed at a Goldman Sachs press conference yesterday that Apple is calling themselves a "mobile device company" officially. The "traditional model" of having companies sell different things -- hardware, software, peripherals -- just doesn't work on today's world, according to Cook. So Apple is no longer a computer company, or an OS maker, or a media giant. Its main focus is mobile devices.
Tim Cook made the claim yesterday that about 75 million iPhone OS devices have been sold. The total iPhones we know are about 42 million. That leaves at least 33 million iPod touch units or 44%.
iPod touch grew 55% y/y in CQ4.
My estimate had been 40% iPod share of the platform, so this is very encouraging. It seems that the proportion of iPod is growing and with the iPad, it's possible that we'll see less than 50% of the ecosystem being iPhones.
We can put all of our products on the table you're sitting at. Those products together sell $40 billion per year. No other company can make that claim except perhaps an oil company.
We are the most focused company that I know of, or have read of, or have any knowledge of.
We say no to good ideas every day; we say no to great ideas; to keep the number of things we focus on small in number.
by 2007. The goal was set 6 years and 3 months ago:
On November 3, 2003, Microsoft announced that it intends to sell 100 million Windows Mobile devices by year 2007. This goal has been set by Steve Ballmer. Majority of Windows Mobile devices that are expected to be sold will be smarpthones, not just PDAs (Pocket PC).
