Author: Horace Dediu

Google and Microsoft swap mobile share

according to a report published Monday. ComScore reported that Google’s share of smartphone subscribers rose to 9%, compared to 3.8% at the end of November. Meanwhile Apple’s share fell 0.1 points to 25.4%, while Microsoft’s share fell 4 points to 15.1%.

via Google’s share of mobile market grows: report – MarketWatch.

Seems Google’s gain is Microsoft’s loss.

BlackBerry, saw its share rise 1.3 points to 42.1%, according to the data. The number of owners of smartphones rose 21% in the U.S. in the three months ended in February compared to the prior period.

One million iPad apps in one day

Apple also revealed that more than a million applications were downloaded from the App Store for the iPad. Apple’s iBookstore saw over 250,000 books downloaded on the first day alone.

via AppleInsider | Apple sells more than 300,000 iPads on launch day.

Consider that with 300k devices sold, that amounts to 3 apps and nearly one book per device–in one day.  Or an attach rate of 4 content items per device (per day).

Ten weeks after public release, financial web sites show incorrect data on Apple

Closing in on ten weeks since Apple’s last report where they “cleared up” any confusion about accounting rules, most financial sites still show incorrect data on their profiles for Apple.

Out of the 14 major sites I looked at, just 5 have managed to update their historical financials with the retrospective amendments freely available from Apple’s Investor Relations site.

Deagol’s AAPL Model: Ten weeks later, AAPL numbers elude financial web sites.

Apple surpasses RIM in total smartphone revenues

What RIMM doesn’t say (and, as far as I can tell, no one else has noted) is that Apple has surpassed them in total smartphone revenues. This quarter RIMM reported sales of $4.1 billion in revenue for their whole company. Apple surpassed them, selling $4.6 billion worth of iPhones in Q4 2009 and, more recently, $5.6 billion in Q1 2010. Remember, the iPhone didn’t exist until mid 2007.i Phone sales have gone from zero to $5.6 billion in about 900 days. It’s very hard to compete against that explosive growth.

Link

Palm’s entire market cap is comparable to the amount of Apple’s free advertising in the last 48 hours

The product is getting in depth coverage from CNBC, Fox News, The NY Times, The LA Times, USA Today, The Wall Street Journal, The Dave Letterman Show, The Jimmy Fallon Show, and practically every local news station and newspaper around the world.  Not to mention prime time product placement in ABC’s Modern Family as well as a cameo in the most memorable Jay-Z moment at the 2010 Oscar’s.

And Apple has only spent to run one ad (which itself went viral on YouTube).

(credit: Jason Schwarz newsletter (subscription only))

iPhone passes 500K sales in South Korea

Apple’s official carrier in South Korea, KT, revealed yesterday that iPhone has now surpassed the half-million (500,000) sales mark. This makes South Korea, a nation with 47 million total mobile subscribers, number 8 globally in first year iPhone sales.

via iPhonAsia.com » Blog Archive » iPhone passes 500K sales in South Korea.

There have been several chauvinistic campaigns in Korea that attempted to undermine iPhone’s success. Yet, ironically, these well-funded initiatives may have backfired