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Apple Is Just A Niche Player In Smartphones Now (AAPL, GOOG)
Source: http://www.businessinsider.com/android-market-share-2012-11
Android’s dominance of the global smartphone is getting out of hand.
New data from IDC says Android owned 75 percent of the smartphone market in the third quarter of 2012. Apple was a distant second with 14.9 percent of the market.
Android’s unit shipments nearly doubled on a year over year basis, growing 91 percent. Apple was up 57 percent. Android is taking share from BlackBerry, Symbian, Linux, and others.
Thus far, Android’s incredible rise has had little impact on Apple’s financial performance. It’s still printing money. It’s the world’s most valuable company.
But, Tim Cook has to be worried that his company has become a niche player in the biggest global computing market.
Here’s a table breaking it down:
Don’t Miss: Why Apple Is At Risk Of Losing Its Lead With The iPad
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Facebook Is Going To Build Its Own Search Engine! (FB, GOOG)
Source: http://www.businessinsider.com/facebook-search-engine-2012-9
Mark Zuckerberg was refreshingly candid speaking today at TechCrunch Disrupt.
One part of his talk that’s going to draw a lot of scrutiny was when he was talking about the company’s search efforts.
Zuckerberg said that Facebook has one billion queries on a daily basis and it’s basically doing that without trying.
He then hinted that Facebook is going to start trying.
He said that search is increasingly headed towards answering people’s questions. Facebook, which has a trove of data on users, is “uniquely positioned” to deliver answers for users.
Facebook has a team of engineers working on improving the search engine.
He said, “At some point, we’ll do it.”
Google’s highly lucrative business is built on search. If Facebook could capture even a fraction of the revenue Google captures it would be a huge boon for the company’s top and bottom lines.
Don’t Miss: DEAR FACEBOOK: Jump Into Search And Triple Your Stock Price
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The Evolution Of How We Watch Online Video
Source: http://www.businessinsider.com/chart-of-the-day-mlbtv-subscriber-usage-by-platform-2012-8
It’s the ten-year anniversary of the launch of MLB.TV. The online-video site is produced by MLB Advanced Media, the tech arm of Major League Baseball. MLBAM sells subscriptions to live games of every single baseball team streamed online. As a result, it has a unique look at how people’s media consumption habits are evolving online.
On the occasion of the anniversary, we asked MLBAM for a chart that shows how viewing habits have evolved over the years. Rather than give us years of data, MLBAM gave us this year as compared to last year. And you can see there’s been a major shift in consumption over the last year.
People who watched games only on their desktop have fallen by almost half on a year over year basis. While people who watched games on desktop, smartphone, and connected devices like Xboxs nearly doubled.
The take away to us is that people want to watch video wherever they can on any device that’s available.
Follow the Chart Of The Day on Twitter: @chartoftheday
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Google Search Is Still Growing (GOOG)
Source: http://www.businessinsider.com/chart-of-the-day-google-search-is-still-growing-2012-7
We were recently doing some SEO training at Business Insider, when this chart was flashed on the screen. It’s one of those things that is both obvious and surprising.
Google is still growing. Searches continue to rise on a year over year basis. We spend so much time thinking about the growth of social companies like Facebook, Twitter, and Pinterest, it’s easy to forget Google is still getting more and more queries.
Follow the Chart Of The Day on Twitter: @chartoftheday
More Proof That Apple Is Crushing Android In The Platform War (AAPL, GOOG)
Source: http://www.businessinsider.com/apple-beating-android-in-platform-race-2012-6
Here’s more proof that Android, despite having a huge lead in marketshare, is still losing the platform war to Apple.
As you can see in this chart, 69 percent of new apps started by developers in the first quarter of the year were for iOS, as opposed to 31 percent for Android. The data comes from Flurry, which is a mobile analytics company working with thousands of developers.
What this means is that for every 10 new apps started by a developer, seven are for the iPhone, and just three are for Android.
What is the “platform war”? It’s a battle to get the best software from the best developers on your platform.
As we explained earlier this week, marketshare only matters if it means developers are focused on your platform first. If developers choose Android first, then Apple has a big problem. It misses out on the best software. If it misses out on the best software, consumers are more likely to choose Android.
For whatever reason, despite Android’s huge lead in marketshare, developers still choose Apple’s iOS first. Until this changes, Apple’s smaller share of the market is not a big problem.
Android defenders might look at this chart and note its share of the new project starts are growing on a sequential basis. However, Flurry says, “While Google made some gains in Q1 2012, edging up over the 30 percent mark for the first time in a year, this is largely due to seasonality, as Apple sees a spike in developer support leading up to the holiday season.”
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Why $1 Billion Is A Good Price For Instagram
Source: http://www.businessinsider.com/chart-of-the-day-why-1-billion-is-a-good-price-for-instagram-2012-4
If you look at how much Facebook paid for Instagram on a per user basis, you can see that it got a very good deal, says Andy Baio at Wired.
Baio, who has built a few startups in his day, compiled data on big acquisitions over the last ten years to argue that Instagram is not a sign that we’re in another tech bubble. As you can see, the per user price Facebook paid is cheap compared to other big acquisitions.
Marketing Costs Normalized to CPM Basis for Comparison
Comparing costs of various media channels, on a CPM basis – cost per thousand impressions basis.
SOURCE: http://www.clickz.com/clickz/column/2126376/newspapers-money-online
SOURCE: http://www.handmadeology.com/etsy-ad-pricing-comparing-them-to-the-competition/
UPDATED: January 30, 2013. See also Comparative Media Costs Offline and Online
Square’s Spectacular Growth
Source: http://www.businessinsider.com/chart-of-the-day-squares-spectacular-growth-2012-3
Twitter cofounder Jack Dorsey’s other company, payment startup Square is doing quite well.
This chart from Dan Frommer at SplatF shows what he calls its “sexy growth.” The company is now processing about $11 million worth of transactions daily basis, up from just $1 million a day last year.
Follow the Chart Of The Day on Twitter: @chartoftheday
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See Also:
Source: http://gizmodo.com/5882869/even-after-shutting-down-limewire-cant-catch-a-break
LimeWire has been kaput as a file-sharing service since October but that hasn’t stopped its legal woes. Now, after settling with the RIAA to the tune of $105 million, the MPAA and a host of indie music labels have filed lawsuits against the company as well. Talk about beating a dead horse.
Six studios—Twentieth Century Fox, Viacom, Comedy Partners, Disney, Paramount Pictures, and Warner Brothers—have filed suit, citing the court’s summary judgement in the RIAA case as basis for their claims. In that case, the court concluded that LimeWire “intentionally encouraged direct infringement.” Now, the court will have to decide LimeWire’s culpability in the illicit trade of movies and TV shows as well.
In addition, a group of independent record labels are arguing that, because of the same summary judgement, that they too are owed $105 million. There’s no word yet on how much the MPAA is asking for in damages, but if its anything near what it enjoy threatening the common user with, LimeWire’s going to need to find some deeper pockets. [Hollywood Reporter via Techdirt]
Image: Pakhnyushcha / Shutterstock
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