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A quick update on the analysis of mobile phone profits. If the available profit[1] (i.e. excluding losses) were summed and each vendor’s profit were measured as a percent of this total, this chart would tell the story of…
The operator instinct for consumer hostility knows no national boundaries. Here is a table with no less than 100 numbers to ponder when deciding on an iPhone plan: Contract plans for iPhone at China Unicom.
The iTunes app store has gone over 310k apps approved and has 250k apps in its catalog. The Android Market, in spite of (or perhaps because of) an abundance of copyright infringements, is growing nearly as quickly.…
What do Palm, Kin, Nexus One, and the Simon have in common? Beside being market failures, it’s the fact that they were efforts by large companies that had no business in smartphones. What’s more important is that the…
Since wireless subscriptions in the US are running at about 100% penetration, it’s possible to classify the wireless subscribers as representative of the entire population. So it’s safe to categorize the population of…
Consider what RIM had to overcome to even be: It was an outsider entering the mobile phone business at a time when incumbent market power was far more concentrated. It evolved from data-only pagers awkwardly adapted to…
Noteworthy data (with my notes in parentheses.) Research In Motion CEO Discusses F2Q2011 Results – Earnings Call Transcript — Seeking Alpha
Management changes are usually made at the end of the year but the change, which takes effect from October 1, reflected an urgency to overhaul the struggling mobile unit. “We made the decision to give an incoming chief…
France Telecom-Orange CEO Stephane Richard has invited the heads of Vodafone, Telefonica and Deutsche Telekom (T-Mobile) to Paris on 8 October to discuss the development of a common operating system for mobile devices.…
The CEO of Best Buy just said the iPad is cannibalizing 50% of the company’s laptop sales, the Wall Street Journal reports. When consumers walk into Best Buy now, they don’t look at or want laptops, instead they’re drawn…