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Market share is just one aspect. If you have 75% market share but you have 1% margins, and your competitor has 25% market share and 80% margins, the 25% is prob

Market share is just one aspect. If you have 75% market share but you have 1% margins, and your competitor has 25% market share and 80% margins, the 25% is probably going to be the one you want.

boring_twenties 6y ago
I don't see how this is relevant to the GP point that I was addressing? They seemed to be implying that consumers would favor privacy-respecting phones.
- ericmay 6y ago
  How isn’t it? Market share etc. the point is market share is a useless number in isolation.
  - boring_twenties 6y ago
    Huh? The question is, given a choice between a privacy-respecting smartphone and a privacy-violating one, will consumers choose the former? Market share directly and completely answers that question. Profit share doesn't seem to have anything to do with it whatsoever?
    - ericmay 6y ago
      The market share doesn’t matter. I don’t care if you have 99% market share and I have 1% if I still make more money than you. The proliferation of Android’s market share here doesn’t resolve the question you have. We don’t know why people have Android phones. A better question and what’s better to look at is actually installation of Google apps across devices. I see this mistake a lot in Android vs iOS. Google makes money and all the privacy stuff comes into play with their software, not Android OS. To make the OP’s point for them, the metrics are even more in favor of Google when you use the right ones -> look at Gmail installs across iOS and Android to see how they are winning.
    - barnabee 6y ago
      Depends. Market share certainly does not completely answer this at all. Some Android phones are dirt cheap. If they’re the same price and functionality and you have no cost of switching due to platform lock in, most everyone probably will take the privacy respecting option. Some people care first and foremost about price (whether by choice or not). Evidence from the growth due to the reintroduction of the iPhone SE seems to corroborate this.
robertkrossa 6y ago
Google's profit from their smartphone sales is classified as advertising, not as mobile phone sales. They're still making massive profits off of Android
- coldtea 6y ago
  Yes, but still small compared to Apple's. They make 2x or more the revenue with much much higher margins...
- scarface74 6y ago
  No they aren’t. We in fact know this from the Oracle lawsuit. https://www.theverge.com/2016/1/21/10810834/android-generated-31-billion-revenue-google-oracle https://www.theverge.com/2016/1/21/10810834/android-generate...

Market share is just one aspect. If you have 75% market share but you have 1% margins, and your competitor has 25% market share and 80% margins, the 25% is probably going to be the one you want.

boring_twenties 6y ago

I don't see how this is relevant to the GP point that I was addressing? They seemed to be implying that consumers would favor privacy-respecting phones.

ericmay 6y ago
How isn’t it? Market share etc. the point is market share is a useless number in isolation.
- boring_twenties 6y ago
  Huh? The question is, given a choice between a privacy-respecting smartphone and a privacy-violating one, will consumers choose the former? Market share directly and completely answers that question. Profit share doesn't seem to have anything to do with it whatsoever?
  - ericmay 6y ago
    The market share doesn’t matter. I don’t care if you have 99% market share and I have 1% if I still make more money than you. The proliferation of Android’s market share here doesn’t resolve the question you have. We don’t know why people have Android phones. A better question and what’s better to look at is actually installation of Google apps across devices. I see this mistake a lot in Android vs iOS. Google makes money and all the privacy stuff comes into play with their software, not Android OS. To make the OP’s point for them, the metrics are even more in favor of Google when you use the right ones -> look at Gmail installs across iOS and Android to see how they are winning.
  - barnabee 6y ago
    Depends. Market share certainly does not completely answer this at all. Some Android phones are dirt cheap. If they’re the same price and functionality and you have no cost of switching due to platform lock in, most everyone probably will take the privacy respecting option. Some people care first and foremost about price (whether by choice or not). Evidence from the growth due to the reintroduction of the iPhone SE seems to corroborate this.

robertkrossa 6y ago

Google's profit from their smartphone sales is classified as advertising, not as mobile phone sales. They're still making massive profits off of Android

coldtea 6y ago
Yes, but still small compared to Apple's. They make 2x or more the revenue with much much higher margins...
scarface74 6y ago
No they aren’t. We in fact know this from the Oracle lawsuit. https://www.theverge.com/2016/1/21/10810834/android-generated-31-billion-revenue-google-oracle https://www.theverge.com/2016/1/21/10810834/android-generate...