However, it has lost its position as the largest U.S. maker of phones to Apple Inc. Motorola sold a total of 8.5 million phones in the quarter, while Apple sold 8.8 million iPhones. Four years ago, when the Razr was still popular, Motorola sold 46.1 million phones in the first quarter.
A year ago, Motorola sold 14.7 million phones in the fourth quarter (a y/y drop in unit volume of 42%). The drop in phone revenue in the same period was 9 percent.
"Officials at the WES 2010 keynote said that RIM has redesigned all of the core applications within the BlackBerry operating system. It also revealed that there are 41 million BlackBerry users, and 90 million BlackBerrys have been sold to date."
Apple already announced that they see 100 million iPhone OS devices sold by this summer. The installed base for iPhone OS devices is likely to be much greater than 40 million since most of the 85 million devices sold as of today were purchased less than 2 years ago. With the iPad and the iPod broadening the portfolio, the Apple mobile platform will grow more rapidly than RIM's leading to increasing network effects.
Buried in the news that HP is buying Palm is an updated lower guidance for the fourth quarter, otherwise known as a warning.
The Company expects revenues for its fourth fiscal quarter to be in the range of approximately $90 million to $100 million on a GAAP (1) and a non-GAAP basis. Revenues for the fourth fiscal quarter are being impacted by slow sales of the Company’s products, which has resulted in low order volumes from carriers. Palm also expects to close its fourth fiscal quarter with a cash, cash equivalents and short-term investments balance between $350 million and $400 million.
$90 million in revenues for an average ASP of $300 would put unit sales at 300,000 for the quarter. RIM just sold 10.4 million devices, Apple sold 8.75 million. 300k is just an astonishingly small number.
As previously stated, The App download rate increased to a record 10,753,000 per day during the last 90 days. That makes the download rate for the iPhone platform 10x that of the Blackberry Platform. The iPhone platform is nearing 100 million installed base. Blackberry is citing 20 million registered users. I think everyone is pretty clear on where this is going.
"We wont be selling a Nexus One with Verizon and this is a reflection of the amazing innovation happening across the open Android ecosystem," Google said in an emailed statement.
The breakdown of the deal signals Verizon may view Google as a competitor rather than a partner when it comes to Nexus One sales, which are probably at less than half a million since the phone’s January debut, said BGC Partners’s Colin Gillis. 'It’s really a flop for Google,' said the New York-based analyst."
Android has already crossed the 50,000 app mark, new stats from AndroLib show. Just a week after Google officially confirmed the 38,000 app mark, a raw estimate now says the mobile app store has added 10,000 more apps within at least a few weeks.
[Sony Ericsson] said it shipped 10.5 million units in the quarter, a 28 percent decrease compared with the same three months in 2009. It was down from the 14.6 million units shipped in the fourth quarter.
A few weeks ago RIM said it shipped 10.5 million devices.
With Apple claiming 85 million installed base of iPhones and iPod touches vs. 75 million last quarter, it's safe to assume at least 10 million Apple smart devices shipped in Q1.
By units at least, SEMC, RIM and Apple are neck and neck.
Smartphones are upturning the mobile gaming market, comScore found in a study today. The number of players on iPhones and other smartphones has jumped 60 percent in the past year to almost 21.4 million and has cut deeply into the portion of those using regular cellphones. Their numbers dropped a sharp 35 percent over the same period to just 29.5 million.
Although we have delivered more than 500,000 iPads during its first week, demand is far higher than we predicted and will likely continue to exceed our supply over the next several weeks as more people see and touch an iPad™. We have also taken a large number of pre-orders for iPad 3G models for delivery by the end of April.
Faced with this surprisingly strong US demand, we have made the difficult decision to postpone the international launch of iPad by one month, until the end of May.
My prediction is that sometime next year Apple will announce the 100 millionth iPhone OS device sold, making the iPhone the fastest selling platform in history. The iPhone will have been on the market for three years.
Did anybody else see the line below the "1 Billion" header in the iPhone 4.0 Launch Event? The segment was about the 1 Billion impressions that iAd will be able to target. Interestingly this is one of only two forward looking estimates that Apple has ever made on the iPhone.
The 100 million threshold in units is important in several contexts.
First, on April 9th, 2007 Apple announced that the 100 millionth iPod had been sold, making the iPod the fastest selling music player in history. The first iPod was sold five and a half years earlier, in November 2001. The iPhone will reach this in 3 years.
Second, no other platform comes close. On November 3, 2003, Microsoft announced that it intends to sell 100 million Windows Mobile devices by year 2007. Two years after that goal, in 2009, Microsoft sold 15 million units, down from 16.5 million in 2008. It has not reached half the targeted installed base.
Although there could be more than 100 million Symbian devices in use, they are not all running the same software, so they do not offer a targetable installed base.
Huawei has largely rejected Palm's request for a buyout, a tip said this morning. Palm had reportedly proposed that Huawei take over the company in mid-February but hasn't made any progress since. It's not clear what objections, if any, Huawei might have.
