first quarter
drag2share: MOBILE INSIGHTS: Android Tablets Overtake The iPad In Shipments Last Quarter
MOBILE INSIGHTS: Android Tablets Overtake The iPad In Shipments Last Quarter
May 2, 2013
Mobile Insights is a daily newsletter from BI Intelligence that collects and delivers the top mobile industry news. It is delivered first thing every morning exclusively to BI Intelligence subscribers.
Android Sees More Tablet Shipments In First Quarter Than Apple (Business Insider)
IDC’s latest data on tablet shipments confirms the trend we’ve been following: the steady gains of Android tablets around the world. Taken together, Android tablet manufacturers shipped more tablets than Apple in the first quarter of 2013. Apple was still the largest single manufacturer, with Samsung in second place. Microsoft shipped a respectable 900,000 tablets. A contrarian take: Greg Sterling of Opus Research points out that iPads still account for over 80% of actual usage — globally and in the U.S. — as measured by Web traffic. Read >
Facebook’s Mobile User Growth Continues, But There’s No Acceleration
Source: https://intelligence.businessinsider.com/welcome
Facebook now has 189 million mobile-only monthly active users, a 20% increase from the previous quarter, according to the company’s first quarter results announced May 1.
Mobile-only Facebook users access the site exclusively on tablets and smartphones and never see the desktop version of the social network.
For comparison, Facebook’s mobile-only monthly active users increased by 25% between the third and fourth quarters of 2012, and 24% between the second and third quarters of last year.
The site’s total mobile monthly active users or MAUs — the people who access the social network on a mobile device but may also log in via the desktop— reached 751 million in March, an increase of 10% over the previous quarter’s final MAU number. This sequential quarterly growth is roughly in line with past patterns throughout 2012, when MAU growth ranged between 11 and 13% between quarters.
In other words, Facebook’s mobile user base continues to grow impressively, but that growth is not accelerating.
Mobile advertising revenue — drawn from news feed ads, including beefed-up app install ads — now represents 30% or $375 million of Facebook’s total quarterly ad revenues, which is impressive given that mobile ad dollars were literally nonexistent only a year ago.
Click here for a larger version of this chart.

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Paid subscriptions have doubled to four million in past year
Source: http://www.engadget.com/2013/04/30/hulu-plus/
Hulu’s future ownership may be in question, but the video streaming site is apparently doing fairly brisk business on the paid subscription front. During an advertiser event this morning, the site announced that it has managed to double its Hulu Plus accounts in the past year, up to four million. The site’s revenue also hit a record for the first quarter of the year, though Hulu’s not giving out any numbers. As with rivals Netflix and Amazon, the company’s making a big bet on original programming, with a number of exclusive series, including the animated The Awesomes and western Quick Draw.
Filed under: Home Entertainment, HD
Source: Hulu Blog
NETFLIX EXPLODES AFTER HOURS BEATING ESTIMATES (NFLX)
Source: http://www.businessinsider.com/netflix-earnings-1q-2013-4

Netflix announced its first quarter earnings this afternoon.
Revenue is inline with analyst’s expectations but EPS killed and the stock is up about 20% after-hours.
We’re updating this post as we go,so click here for live updates >
The big numbers are:
- Revenue: $1.02 billion verses $1.02 billion
- EPS: $0.31 versus $0.20
- Earnings guidance: sees Q2 EPS $0.23-$0.48 versus expectations of $0.30 EPS

Google Served 2B Video Ads in Feb 2013 Facebook Serves 120B Display Ads Per Month


Android surged to 69 percent smartphone share in 2012, dipped in Q4
Source: http://www.engadget.com/2013/02/14/idc-android-surged-to-69-percent-smartphone-share-in-2012/
Few would doubt that 2012 was Android’s year given how rapidly it grew, but it’s good to have some context. IDC is more than willing to oblige. It estimates that Google’s OS climbed from 49.2 percent of the smartphone space in 2011 to 68.8 percent in 2012. As we’ve seen in the past, though, most of that came from customers leaving embattled platforms, including a pre-BB10 BlackBerry and Symbian. Apple reportedly held its ground at 18.8 percent, while Microsoft appears to have turned a corner with Windows Phone by climbing back up to 2.5 percent.
The fourth quarter results paint a slightly different picture. Android still had a comfortable 70.1 percent of share in IDC’s reckoning, but it took a hit from 75 percent in the third quarter — similar to what we’ve seen elsewhere, the iPhone 5 launch helped iOS claw back enough share to hit 21 percent. BlackBerry and Windows Phone weren’t quite so rosy, although they also didn’t have full quarters with new devices to offer. We’ll have to wait for the first quarter of 2013 to finish before we learn of any true shakeups in the status quo.
Filed under: Cel lphones, Mobile, Apple, Microsoft, Nokia, Google, Blackberry
Source: IDC
Chinese Smartphone Shipments Skyrocket
Source: http://www.businessinsider.com/chinese-smartphone-shipments-skyrocket-2012-8
Business Insider Intelligence a new research and analysis service focused on mobile computing and the Internet. The product is currently in beta. For more information, and to sign up for a free 30-day trial, click here.
Chinese smartphone shipments were 27 percent of global shipments in the second quarter, according to Canalys. That’s up from 16 percent of shipments during the first quarter of 2011. China surpassed the U.S. as largest smartphone market in the world last year, according to Strategy Analytics.
Android is the dominant platform in the country, accounting for 81 percent of shipments last quarter. That’s up from 68 percent at the end of last year. In addition to! cheaper price points, Android’s rise has been aided by Apple’s botched entry into the market—it initially decided to carry with only one of the country’s three major carriers.

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Lots Of U.S. Customers Are Still Buying ‘Dumb’ Phones
Source: https://intelligence.businessinsider.com/welcome
Android and iOS dominate the smartphone landscape in the U.S., but a lot of customers are not buying smartphones at all. In fact, 37% of phones sold during the first quarter of 2012 were feature phones running older platforms.
That’s according to comScore MobiLens, which released the figures as part of comScore’s state of the Internet report last week.
Android also made up 37% of all phones sold during the quarter, with iOS trailing well behind at 16%. RIM and Microsoft took up the rear. But with all those customers still buying feature phones, Microsoft and other competitors still have time to make up the gap.
Note that these are new phone sales during the quarter, not market share. Overall, non-smart phones are over 50% of the installed base.

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