Escape from license-land: Measuring phone vendor commitment to licensed mobile platforms

Windows Phone had its day in the sun yesterday. After discarding its previous seven-year effort with Windows Mobile, Microsoft started with a clean sheet of paper. However, whereas the software has been re-built, the business model has not. WP is still a licensed operating system whose primary customers are mobile phone vendors. With Symbian mostly … Continue reading “Escape from license-land: Measuring phone vendor commitment to licensed mobile platforms”

Unix's Revenge

With QNX now firmly roadmapped at RIM and Android spreading among vendors like a virus, I wanted to point out that these operating systems share one ancestor: Unix. A technical triumph Technically Linux, which underlies Android, among others, is walled off from Unix from an IP point of view, but the philosophical and architectural lineage … Continue reading “Unix's Revenge”

Will Nokia build Windows phones?

Will Nokia build Windows phones? | VentureBeat. The chances are extremely small. There are three scenarios where this would make sense: If there was a specific market that required it. It would also need to be a large opportunity since developing a new platform and diluting existing platforms need significant upside. The only such market … Continue reading “Will Nokia build Windows phones?”

RIM Quarterly update: just the numbers

Noteworthy data (with my notes in parentheses.) 12.1 million phones shipped, 11 million sold through (estimated iPhones for this Q range from 11 to 13 million) Net subscriber account additions were 4.5 million which was lower than anticipated (41% of units sold through were to new subscribers which implies nearly 60% were to existing users) … Continue reading “RIM Quarterly update: just the numbers”

FaceTime and the elevation of emotion over function

With 50 million clients installed likely this year, FaceTime is a service which may have potential.  By potential I mean, of course, its potential to make a dent in the universe, the universal goal Jobs has set for Apple so many years ago. It’s entirely possible that FaceTime will be an inconsequential nice-to-have enhancement to the … Continue reading “FaceTime and the elevation of emotion over function”

Gartner Predicts Mobile OS Market Share

Lots of people apparently think it’s a big deal that Gartner is predicting Android will surpass iOS for second place. But why is that necessarily a good thing, given that they’re predicting Symbian will remain in first place? Who thinks Symbian is actually doing well? Nokia’s board sure doesn’t. via Daring Fireball Linked List: Gartner … Continue reading “Gartner Predicts Mobile OS Market Share”

It takes nearly $1 billion/yr to run iTunes

In recent articles I highlighted the acceleration in iTunes App downloads where the rate is approaching 18 million apps per day and the cumulative total apps which is about to overtake the cumulative songs downloaded. We now turn our attention now to constructing the iTunes income statement: namely total sales, gross margins and deduce its … Continue reading “It takes nearly $1 billion/yr to run iTunes”

iTunes app total downloads to overtake songs this year

Last week I posted the iTunes download rate graph that showed how Apps are being downloaded much more rapidly than songs and revealed an inflection point in the song rate. Based on the recent updates to iTMS and iTAS on Sept. 1, the following graph shows the cumulative units of songs and apps downloaded indexed … Continue reading “iTunes app total downloads to overtake songs this year”

Google vs. Android Part IV

Verizon, unfortunately, is also what ruins the phone. Or, rather, what it’s forced Samsung to do to the phone, which you could sum up in a word: Bing. Bing is the default—and only—search engine on the Fascinate. A Google Android phone. In the search widget, in the browser, when you press the search button. Bing. … Continue reading “Google vs. Android Part IV”