Everybody knows that Siri gets silly from time to time and starts cracking jokes. Most of them are not funny (e.g. “Two iPhones walk into a bar… I forget the rest.”) But when Siri starts trash-talking Apple’s competitors, things start to get interesting.
apple
drag2share: Apple’s iPhone Sales Alone Are Bigger Than All Of Procter & Gamble (AAPL, PG)
source: http://feedproxy.google.com/~r/businessinsider/~3/5SUGc51GaOU/apples-iphone-sales-alone-are-bigger-than-all-of-procter-and-gamble-2013-9
Here’s how big the iPhone is as a business, according to Bloomberg: If the iPhone were its own company, its revenues would be greater than Procter & Gamble, Coca-Cola, Goldman Sachs, Google and Microsoft.
On its own, the iPhone is the ninth biggest stock in the Dow, and has bigger sales than 474 S&P 500 companies. (Apple sold 9 million new iPhone 5S’s and iPhone 5C’s just last weekend.)
A big part of those giant revenues come from margin, or course. ZDNet notes that up to 74% of the full price $849 iPhone 5S can be margin over the actual $218 cost it takes to build an iPhone.
You can read Bloomberg’s full story here, but here’s one of its charts showing iPhone’s revenues compared to other blue-chip companies:
drag2share: Majority of medical apps won’t be FDA regulated
App catalogs are flush with titles that allow users to play doctor, but according to the FDA, most of them are harmless and don’t warrant regulatory oversight. Instead, the agency has announced that it’ll take a more reactive, risk-based approach and will only require approval for mobile apps that “present a greater risk to patients if they do not work as intended.” Specifically, the FDA will scrutinize apps that perform the functions of regulated medical devices — such as an ECG monitor — along with those that are used as accessories to regulated medical equipment. As a telling statistic, only 100 mobile apps have received FDA clearance within the past decade, so imagine what would happen to the agency’s workload if it tried to exercise control over the Apple App Store and Google Play Store combined.
drag2share: Apple’s Gigantic Opening Weekend iPhone Sales In Context (AAPL)
Apple sold 9 million iPhones over the weekend, a record for the company. To put it in context, we’ve charted out the company’s opening weekend sales since the iPhone 3G, which is the first time it announced opening weekend sales.
The big change for Apple this year was the introduction of the iPhone 5C, a colorful, plastic-cased iPhone. Apple didn’t break out what portion of iPhone sales were 5C, and what portion were 5S. It seems likely the new 5C model boosted sales.
Most Mobile Video Ad Views Take Place on an Apple Device
source: http://www.marketingcharts.com/wp/interactive/most-mobile-video-ad-views-take-place-on-an-apple-device-36649/?utm_campaign=rssfeed&utm_source=mc&utm_medium=textlink
Online video is gradually becoming more mobile, per results [download page] from the most recent quarterly FreeWheel report. During the second quarter of the year, 17.5% of US rights-managed online video views occurred on a mobile phone (13.2%) or tablet (4.3%), almost double the 9.2% from Q2 2012, but still a far cry from the 81.3% of views on a PC or Mac. Mobile phones and tablets continues to present a monetization challenge, according to the report, accounting for an undersized 8.6% of online video ad views. Most of those occur on an Apple device.
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In fact, during Q2, 6.2% of total online video ad views tracked occurred on an Apple device, compared to 2.4% on an Android device. In other words, iOS devices accounted for more than 70% share of mobile and tablet video ad views. And while the share of total ad views has been rising on both platforms, Apple’s growth has been more rapid (up from 2.4% in Q2 2012) than Android’s (up from 1.3%).
Looking at the full spectrum of non-desktop video ad views (not limited to just mobile phones and tablets), Apple devices still control a majority 62% share, split between iPhones (28.6%), iPads (27.3%) and iPods (5.8%). Android phones (21.8%) and tablets (2.3%) comprise about one-quarter of non-desktop video ad views, with OTT devices (such as gaming consoles and Roku) picking up the remaining 13.2% share.
Interestingly, the study results suggest that screen size and viewing behavior correlate. That is, iPad and OTT devices tend to follow more of a TV-style viewing, with roughly 45% of ad views on these devices occurring during long-form content. The corresponding percentage for PC/Macs and mobile phones is about 20%.
drag2share: MOBILE INSIGHTS: How Apple’s New iBeacon May Be The End Of NFC
Apple iBeacon One-Ups NFC And Makes The Internet Of Things A Reality (GigaOM)
You might have missed iBeacon in Apple’s flurry of new announcements this week. Basically, iBeacon uses Bluetooth technology to connect iPhones to physical sensors. It has a much higher range than any NFC chips and NFC sensors, making it more appealing to retailers who can utilize it for mobile payments and in-store marketing
Smartphone Penetration Hits 60% of the US Mobile Market; Facebook Top App
source: http://www.marketingcharts.com/wp/interactive/smartphone-penetration-hits-60-of-the-us-mobile-market-facebook-top-app-36550/?utm_campaign=rssfeed&utm_source=mc&utm_medium=textlink
Smartphone penetration hit 60% of the US mobile subscriber market during the 3-month average ending in July, according to new figures from comScore. Penetration had most recently stood at 59% for the prior 2 months, although Nielsen had pegged the figure at 62%. Compared to the 3-month period ending in April (one quarter earlier), Apple’s share of the market grew by 1.2% points to 40.4%, while Android slipped by 0.2% points to 51.8% share.
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Comparing the latest figures to the Q2 average (ending in June), Apple’s gain was 0.5% points, while Android’s dip was 0.2% points.
Although Apple continues to hold the lead among smartphone manufacturers, Samsung has been enjoying some movement of late. Compared to the period ending in April, these latest figures show Samsung’s share up 2.1% points to 24.1%, still trailing Apple (40.4%) by a considerable margin of course.
HTC (-0.9% points to 8%), Motorola (-1.4% points to 6.9%) and LG (+0.1% points to 6.8%) are further behind.
Pre-Rolls Seeing Lower Completion – but Higher Click Rates – on Mobiles
source: http://www.marketingcharts.com/wp/interactive/pre-rolls-seeing-lower-completion-but-higher-click-rates-on-mobiles-36442/?utm_campaign=rssfeed&utm_source=mc&utm_medium=textlink
Slightly more than half of mobile in-application pre-roll ads were completed in the US during Q2, according to a TubeMogul analysis [download page] of programmatically bought ads. While pre-roll completion rates were lower on mobiles than on desktops, the opposite was true for click-through rates, which averaged 4.9% in the US on mobiles versus just 0.6% on non-mobile devices.
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The study also looks at mobile views by day of the week and time of day, with some intriguing results (all data limited to the US):
- The highest share of weekly mobile video ad views in the US was reserved for Thursdays (17%), followed by Fridays (15.3%), Saturdays (16.7%), and Sundays (14.9%), such that about half of views took place between Thursday and Saturday;
- Saturday accounted for a leading 22.4% of weekly views on Apple devices;
- Completion rates averaged 52.2% on the weekend versus 44.4% on weekdays;
- About one-quarter of daily tablet video ad views occur between 8PM and midnight;
- Smartphone video ad views decline slightly during those hours, but that’s a function of the behavior of iPhone users, as Android phone users actually watch 33.9% of their daily video ads during that time period.
drag2share: Windows Phone Market Share Since Microsoft Partnered With Nokia (MSFT)
Microsoft is paying $7 billion for Nokia’s handset business.
The two companies have been in a partnership since 2011. The first product of their partnership, the Nokia Lumia 900, was out in November of 2011.
In this chart, you can see how Microsoft’s share of the smartphone market has fared since it released that phone.
Microsoft remains stuck in a distant third with just 3.7% of the market, though it’s up from 1.5% when the Lumia launched.
Microsoft reportedly acquired Nokia because it was unhappy with the partnership. CEO Steve Ballmer thought Microsoft needed to completely control the smartphone branding. He thought that Microsoft and Nokia were wasting energy with two marketing plans.
Those might be problems, but really, they seem very small. The big problem for Microsoft is that its platform is at a disadvantage because it has fewer applications than Apple’s iOS or Google’s Android. It doesn’t offer anything that’s significantly better than those other platforms to make up for the lack of apps.
Owning Nokia does nothing to change that.
What Does Siri Say When You Ask Her About Google Glass?
source: http://gizmodo.com/siri-gets-sassy-if-you-ask-her-about-google-glass-1202062535
These Charts Show How Fast Traders React To Carl Icahn Tweets
Source: http://www.businessinsider.com/traders-reactions-to-icahn-tweets-2013-8
Last week, billionaire investor Carl Icahn Tweeted that he had a large stake in Apple and had talked to Tim Cook. During the final hours of the trading session, Icahn’s Tweets had added more than $17 billion to Apple’s market cap.
Ancoa, a surveillance platform for financial markets, recently took a look at how the stock reacted to the Tweets.
Just three seconds after the first Tweet, the stock started to rip. This is visualized in the charts below. The two blue dots represent Icahn’s Tweets and the green dots represent trades.
Check out their charts below: (Read Ancoa’s full blog post here)
Dr. Augustine Fou is Digital Consigliere to marketing executives, advising them on digital strategy and Unified Marketing(tm). Dr Fou has over 17 years of in-the-trenches, hands-on experience, which enables him to provide objective, in-depth assessments of their current marketing programs and recommendations for improving business impact and ROI using digital insights.
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