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look at research firm NPD Group's latest first-quarter mobile OS numbers for the U.S. market: [...] Apple's iOS, 28% (up from 19% [in Q4 2010]) Wait, what? I

by trotsky 15y ago

look at research firm NPD Group's latest first-quarter mobile OS numbers for the U.S. market: [...] Apple's iOS, 28% (up from 19% [in Q4 2010]) Wait, what? I had to clip that quote together a bit, but it certainly seems to be what they're trying to say. Even given we're not too clear on what "mobile OS numbers" actually means, it's hard to believe that any meaningful metric has Apple's mobile platform growing from 19% to 28% between 4Q10 and 1Q11. That's essentially a 50% increase quarter over quarter? I can't tell if they just have a massive typo somewhere in there, but if they actually think that's accurate it seriously calls into question their numbers and conclusions about RIM.

mamp 15y ago
Probably the bump from Verizon sales. It looks like the demand has cooled for Verizon iPhones so the numbers might not be so impressive next quarter, unless there is an exodus from RIM because of reporting like this. iCrack doesn't have the same feel as Crackberry though...
- trotsky 15y ago
  No doubt verizon sales gave apple a bump, but: This morning, before the opening Bell, Verizon released first quarter earnings results, finally disclosing iPhone 4 activations -- 2.2 million since the device's February 11 launch. [...] During calendar Q1 2011, AT&T and Verizon activations -- 5.8 million -- accounted for 37 percent of the 18.647 million iPhones sold by Apple, that's up from 30 percent a year earlier. So verizon activations accounted for 2.2M out of 18.6M iphone activations or ~12%. You'd need to dilute that more for ipads and ipods, presumably leaving you with less than 10% of the sales volume. Impressive, but not nearly enough to explain a 50% jump. http://www.betanews.com/joewilcox/article/ATT-and-Verizon-iPhone-sales-are-nearly-the-same-40000-per-day/1303398412 http://www.betanews.com/joewilcox/article/ATT-and-Verizon-iP...
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by trotsky 15y ago

mamp 15y ago

Probably the bump from Verizon sales. It looks like the demand has cooled for Verizon iPhones so the numbers might not be so impressive next quarter, unless there is an exodus from RIM because of reporting like this. iCrack doesn't have the same feel as Crackberry though...

trotsky 15y ago
No doubt verizon sales gave apple a bump, but: This morning, before the opening Bell, Verizon released first quarter earnings results, finally disclosing iPhone 4 activations -- 2.2 million since the device's February 11 launch. [...] During calendar Q1 2011, AT&T and Verizon activations -- 5.8 million -- accounted for 37 percent of the 18.647 million iPhones sold by Apple, that's up from 30 percent a year earlier. So verizon activations accounted for 2.2M out of 18.6M iphone activations or ~12%. You'd need to dilute that more for ipads and ipods, presumably leaving you with less than 10% of the sales volume. Impressive, but not nearly enough to explain a 50% jump. http://www.betanews.com/joewilcox/article/ATT-and-Verizon-iPhone-sales-are-nearly-the-same-40000-per-day/1303398412 http://www.betanews.com/joewilcox/article/ATT-and-Verizon-iP...

deleted 15y ago

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