comScore floating average, covering Christmas

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    Posted: 07 March 2011 05:52 PM

    comScore-board, b*tches!

    Lies! Lies! Lies!

         
  • Posted: 07 March 2011 06:05 PM #1

    Bosco (Brad Hutchings) - 07 March 2011 09:52 PM

    comScore-board, b*tches!

    Lies! Lies! Lies!

    Profits? Profits? Profits?

    [ Edited: 07 March 2011 06:08 PM by John Molloy ]

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    Posted: 07 March 2011 06:32 PM #2

    1. 7% total mobile phone marketshare for AAPL is great news.

    2. this is before the verizon launch, so we wont see an accurate update on the result of the launch from comscore for at least another 3 months after the verizon launch (Obviously it will show increases for Apple as expected from doubling the amount of the available consumers, and who knows what else for the rest of the market. Will android continue to gobble up RIM & WINMO share along with apple? or just remain static or fall as verizon customers now have 2 attractive platforms to choose from instead of just 1 previously?)

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    Posted: 07 March 2011 06:44 PM #3

    In other news, Mercedes outsold Toyota 20:1 less than 16 months ago. #winning

         
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    Posted: 07 March 2011 06:52 PM #4

    Bosco (Brad Hutchings) - 07 March 2011 10:44 PM

    In other news, Mercedes outsold Toyota 20:1 less than 16 months ago. #winning

    What are you talking about? Google didn’t sell any phones themselves except for the low selling nexus. I’m pretty sure phones Apple sold outsold the number of phones google sold 20:1.

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  • Posted: 07 March 2011 06:56 PM #5

    “comScore floating average, covering Christmas”

    Ah Christmas. Lots of buy one get one free deals and lots of parents with little free money to spend and lots of people buying whatever the carrier is throwing at them.

    Let’s see how it looks after the July Quarter. When Apple has new product for sale… On more than one carrier.

    In other news Apple’s share went up. Admittedly by only .1% but it went up.

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    Posted: 07 March 2011 06:59 PM #6

    So you’re in denial that Android phones have gone from total obscurity to besting Apple’s and RIM’s phone offerings in less than 16 months. That is just rich. Well, when you’re done with denial, you can start to consider how Apple’s proprietary control-everything business model is incompatible with long-term relevance. And then you can keep score as it happens again with tablets.

         
  • Posted: 07 March 2011 07:05 PM #7

    Bosco (Brad Hutchings) - 07 March 2011 10:59 PM

    So you’re in denial that Android phones have gone from total obscurity to besting Apple’s and RIM’s phone offerings in less than 16 months. That is just rich. Well, when you’re done with denial, you can start to consider how Apple’s proprietary control-everything business model is incompatible with long-term relevance. And then you can keep score as it happens again with tablets.

    No I am not in denial neither are any of the the other “bitches” on this board which is how you decided to call us out. To survive as a company you need to have a profit. Apple’s train hasn’t slowed yet. And isn’t going to slow this year. So enjoy your slagging off for us “losers” but we’re making money and you are not.

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    Posted: 07 March 2011 07:37 PM #8

    Bosco (Brad Hutchings) - 07 March 2011 10:59 PM

    So you’re in denial that Android phones have gone from total obscurity to besting Apple’s and RIM’s phone offerings in less than 16 months. That is just rich. Well, when you’re done with denial, you can start to consider how Apple’s proprietary control-everything business model is incompatible with long-term relevance. And then you can keep score as it happens again with tablets.

    Brad

    Just wonder with all your knowledge how best should I position my portfolio to profit from Googles moves , other then the obvious short Apple which I will be happy to do with your money.  Why can’t you accept the fact that Apple has been an outstanding investment opportunity and they continue to reward their investors by delivering stunning products at good value to the consumer.  In the world you live in Apple sucks and Google is perfect but the rest of us are trying to make money investing and are open to good investment ideas.  I own Google stock and as a share holder I’m waiting for them to show some return for the millions invested in Android.  Apple is getting $600 per handset what does Google get?  future rights to advertising dollars.  the business models between the two are different for Apple you enter the walled Garden where Apple provides protection Which most non IT people crave.  Folks are not interested in installing OS or worrying about malware.  when something goes wrong they want to talk to a human not search the web for some blog which can root their device with a grade a work around.  google brings the world of software anarchy.  you can find whatever you heart desires, but buyer beware.

         
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    Posted: 07 March 2011 07:38 PM #9

    I don’t get it ratty. All the rosie scenarios here seem to be predicated on Apple continuing to dominate in phones and tablets. I don’t see anyone here talking about how profitable Apple would be with 25% market share in tablets one year from now. So I assume that as that trend emerges, you’ll all dump your stock?

    @pats: The phone numbers continue to tell a different story about whether market participants (including customers, carriers, handset makers, developers, etc.) want to be locked in Apple’s proprietary cage.

    [ Edited: 07 March 2011 07:41 PM by Bosco (Brad Hutchings) ]      
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    Posted: 07 March 2011 07:51 PM #10

    Bosco (Brad Hutchings) - 07 March 2011 10:59 PM

    So you’re in denial that Android phones have gone from total obscurity to besting Apple’s and RIM’s phone offerings in less than 16 months. That is just rich. Well, when you’re done with denial, you can start to consider how Apple’s proprietary control-everything business model is incompatible with long-term relevance. And then you can keep score as it happens again with tablets.

    What is not in dispute or denial:

    1.

    A large range of mobile smartphone units from multiple manufacturers were sold, and when you add up the hundreds of models from the dozens of manufactures then they just manage to total more in unit shipments when compared to apples one specific product line of iphone only iOS devices (iOS ipad & ipod touch devices excluded).

    That is true.

    2.

    Apples mobile smartphone market share in the comscore report with access to customers on 1 of 4 mobile phone network operators: 24.7%.

    Androids smartphone marketshare in the comscore report with access to all 4 mobile phone network operators: 31.2%.

    That is true.

    3. Even with larger market share during the comscore period, the android app store has less than 1/10th the amoutn of sales than the iOS app store.

    That is true.

    4. The combined smartphone profits of all the combined Android manufactures TOTAL is less than AAPLs iphone derived profits.

    That is true.

    5. The majority of advertising for Android smartphones in the US in 2010 was done by the operators who did not have the iphone on their network. As of Feb 2011, the largest of the previously non-iphone operators, verizon, replaced most of its android advertising with verizon iphone advertising.

    That is True.

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    Posted: 07 March 2011 07:53 PM #11

    Bosco (Brad Hutchings) - 07 March 2011 11:38 PM

    I don’t get it ratty. All the rosie scenarios here seem to be predicated on Apple continuing to dominate in phones and tablets. I don’t see anyone here talking about how profitable Apple would be with 25% market share in tablets one year from now. So I assume that as that trend emerges, you’ll all dump your stock?

    Not to take you out of context but “You don’t get it”. 25% is fine if the market is measure in 100s of millions in units.  To carry your argument forward.  How will Google create a $10B phone business?  Because in 2011 that is what they need to do to be in the same league as Apple IMO.  apple sells both hardware and software while google is an Ad company that gives away software for eyeballs, two vastly different models, but they can coexist in large markets and customers get the benefits of competition and choice.

         
  • Posted: 07 March 2011 08:24 PM #12

    ... All the rosie scenarios here seem to be predicated on Apple continuing to dominate in phones and tablets….

    When exactly was it that Apple has ever “dominated in phones”...? (by market share, which is what you’re implying here)

    But they have dominated in phone profits, despite having a -small- but growing market share, and if that we turn the conversation to that, then yes, domination, past and present, applies.

    (now: tablets? That’s a different story, because they’re dominating that market both by share and by profits)

         
  • Posted: 07 March 2011 08:32 PM #13

    dmiller - 08 March 2011 12:24 AM

    (now: tablets? That’s a different story, because they’re dominating that market both by share and by profits)

    Don’t get your hopes up miller, I’m sure that Brad will be back to prove black is white.

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  • Posted: 07 March 2011 10:08 PM #14

    Has the nincompoop added any value other than to distract us? Differing viewpoints keep us honest and sharp. Is the nincompoop worth it? I don?t think so. Of course, I?m not interested in his opinion but he will provide one.

    Noun   1.  nincompoop - a stupid foolish person
    ninny, poop, simpleton, simple - a person lacking intelligence or common sense
    Based on WordNet 3.0, Farlex clipart collection. ? 2003-2008 Princeton University

    nincompoop
    noun idiot, charlie (Brit. informal), fool, jerk (slang, chiefly U.S. & Canad.), plank (Brit. slang), berk (Brit. slang), prick (derogatory slang), wally (slang), prat (slang), plonker (slang), coot, geek (slang), twit (informal, chiefly Brit.), chump, dunce, oaf, simpleton, dimwit (informal), dipstick (Brit. slang), dickhead (slang), gonzo (slang), schmuck (U.S. slang), dork (slang), nitwit (informal), dolt, blockhead, ninny, divvy (slang), pillock (Brit. slang), dweeb (U.S. slang), putz (U.S. slang), fathead (informal), eejit (Scot. & Irish), thicko (Brit. slang), dumb-ass (slang), gobshite (Irish taboo slang), numpty (Scot. informal), doofus (slang, chiefly U.S.), lamebrain (informal), fuckwit (taboo slang), nerd or nurd (slang), numbskull or numskull Only a complete nincompoop would believe a story like that.
    Collins Thesaurus of the English Language ? Complete and Unabridged 2nd Edition. 2002 ? HarperCollins Publishers 1995, 2002

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    Inflation robs from the past, deflation robs from the future. Pick your poison.

         
  • Posted: 07 March 2011 10:16 PM #15

    From Roughly Drafted (forgive me if posted elsewhere)

    The Android platform supremacy myth

    Daniel Eran Dilger

    Listen to giddy Android enthusiasts and you might get the impression that the next tablet-centric version of Google?s Android platform, named 3.0 Honeycomb, is about to destroy iPad sales. They?re wrong, here?s why.

    Porque Apple no debe preocuparse si las tabletas con Android 3.0 Honeycomb le puedan robar ventas del iPad: 1? parte (en espa?ol)

    .
    Part 1: The Android platform supremacy myth

    Core to the idea that an avalanche of new Android tablets will destroy the iPad this year is the perception that a wave of Android phones buried the iPhone last year. But this isn?t even slightly true.

    Apple failed to produce enough iPhones to even meet demand, with its executives anxiously admitting to analysts that, were it possible to squeeze more production out of Foxconn, they could have sold more. That doesn?t sound like a manufacturer pinched by the rival products of competitors.

    Android enthusiasts like to suggest that the licensees of the platform somehow stalled growth of the iPhone, but that?s delusional, not factual. Apple could not have made more or it would have. Apple is growing as fast as it can. There are countries that don?t have iPhone 4 yet, and even regions that still officially stock iPhone 3G.

    If Apple were really reeling from Android?s gains, it wouldn?t have an excess demand problem, it would have a excess supply problem like the Microsoft Zune, or HP Slate PC, or Samsung Galaxy Tab, or Google Nexus One.

    Why Microsoft?s Zune is Still Failing
    Apple iPad rival HP Slate sees demand fizzle
    Samsung admits its iPad-rival Galaxy Tab sales were? ?smooth??
    First week Google Nexus One sales disappointing
    Google cancels Verizon Nexus One

    Apple fills out its iPhone off season

    In early 2008, back before Android was even available on a smartphone, Apple?s iPhone sales slumped in the second and third fiscal quarters (the first calendar half of the year), as customers began to anticipate the expected second generation refresh.

    Sales that had peaked to 2.3 million that winter fell down to a quarterly low of less than a million, in part because Apple simply took iPhones off the shelf (graphical representation below from Wikipedia).

    After Android began to become more widely available in 2009 (and was joined by other competitors then judged to be threats to the iPhone, such the BlackBerry Storm and Palm Pre), Apple barely dipped in its Q2 and rebounded in Q3, increasing quarterly sales above its previous winter quarter high of 4.3 million.

    During 2010, the Year of Android, iPhone sales in the typical demand trough of the iPhone cycle were filled in, remaining within 5% of the winter high throughout the formerly snowed in first half of the year.

    Apple hasn?t just driven iPhone sales to hit holiday quarter peaks of 2.3 million to 4.4 million to 8.7 million to 16.2 million with each successive generation; it?s also filled in the intermediate quarters. Apple has gone nowhere but up, and up big; that?s simply a fact.

    Continued…

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    Inflation robs from the past, deflation robs from the future. Pick your poison.