last quarter

drag2share: MORGAN STANLEY: iPhone Sales Could Be Up 28% This Quarter (AAPL)

source: http://feedproxy.google.com/~r/businessinsider/~3/Cgtea6RQDPs/morgan-stanley-iphone-sales-could-be-up-28-this-quarter-2013-9

Apple’s iPhone units could grow by 28% on a year-over-year basis this quarter, according to Morgan Stanley analyst Katy Huberty.

Huberty’s “Alphawise Smartphone Tracker” suggests Apple sells 34.5 million phones in the September quarter. The Street consensus for iPhone sales is in the low thirty millions.

A 28% increase over a year ago would be good considering Apple will only be selling new iPhones for about a week in the quarter. It’s also good considering Apple’s growth was at single digit levels earlier in the year.

Apple’s will never post insane 80%+ growth for the iPhone again. The market is mature, and Apple already sells a lot of phones making mega-growth nearly impossible.

But 28% is a solid, growing number, if accurate.

Morgan Stanley’s Alphawise tracker uses web search analysis and Google Trends to make a forecast. It sounds a little goofy, but last quarter Alphawise predicted 31.3 million units. Apple sold 31.2 million.

While this is good news for Apple, there’s more to the story.

Alphawise predicts a relatively massive quarter for Samsung. It’s expected to sell 47 million Galaxy phones, which would blow Apple out of the water.

Here’s a chart from Huberty that compares Alphawise estimates to actual results”

iPhone Morgan Stanley


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Wednesday, September 18th, 2013 news No Comments

drag2share: Yelp’s Local-Mobile Success Shows How Consumers Are Using Mobile To Drive Local Purchases

source: http://feedproxy.google.com/~r/businessinsider/~3/OfBUn8s2Q9A/yelp-and-its-local-mobile-strategy-2013-9

bii_YelpMobile_cotdYelp has become the bellwether for a location-based service, as well as the huge opportunity in local-mobile marketing.

It’s also often mentioned in connection with social-local-mobile strategies, sometimes known as SoLoMo.

Consumers also use the Yelp app as an integral step in the local purchase cycle. 93% of U.S. Yelp users in a recent Nielsen study said they at least occasionally make a purchase from a local business after using Yelp.

At BI IntelligenceBusiness Insider’s paid subscription service, we recently analyzed over 20 datasets culled from a variety of sources to probe the viability of mobile and social media as loca! l commer ce and retail-drivers. We published our insights in two recent reports, “A Guide to Local-Mobile Marketing: The Best Strategies And Tactics For Leveraging Local Data,” and “How Location-Based Data Is Transforming The Entire Mobile Industry.”

Subscribers also gain access to over 100 in-depth reports and hundreds of charts and datasets on mobile, social, and their impact across industries, including retail.

Local-mobile strategies are certainly working for Yelp, and the businesses that advertise on Yelp’s app and mobile site. Local advertisements on mobile devices constituted 40% of Yelp’s overall local ad inventory in the last quarter for which data’s available. That’s up from 25% just two quarters ago.

In the same period, Yelp’s mobile user base climbed to 10.4 million. Yelp is now in fierce competition with Google’s local services, as well as FourSquare, which is trying to become a local recommendations engine.

Here’s a look at growth in Yelp’s local advertising share, charted against the growth in revenue from local advertising.

bii_YelpAds

Yelp’s mobile app users are engaged through local discovery and the ability to make on-the-! go reser vations and appointments. Some might even write reviews on their handheld devices. Yelp can harvest all that relevant user information while also pinpointing a user’s whereabouts.

As is the case with Google, the influx of mobile app users —  and the increase in local ad inventory on mobile  — have inflated Yelp’s overall local ad revenue.


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Tuesday, September 3rd, 2013 news No Comments

Pandora Shows That A Media Business Can Grow Around Mobile Ads

Source: https://intelligence.businessinsider.com/welcome

Pandora reported total mobile revenue growth of 92% year-over-year, according to the company’s earnings released last week.

That puts Pandora’s mobile revenue at $116 million, almost 72% of total revenue, up significantly from a 65% share last quarter.

More than ever, Pandora is a mobile-first company, and its efforts to build a media business around mobile advertising make it a bellwether for the industry.

In the recent past, Pandora seemed to be struggling to monetize mobile effectively.

The company even saw its RPM rate, the amount of revenue it could command for a thousand advertisements, decline in recent quarters.

But this past quarter it accomplished a 180-degree performance turnaround.

Pandora’s RPM rate jumped 52% compared to the same quarter last year, and 39% compared to the prior quarter.

Pandora executives have attributed the impressive mobile numbers to app improvements and bulked-up efforts to sell locally targeted ads.

Pandora has improved its ad revenue picture enough that it now feels confident lifting its 40-hour-per-month listening cap for free mobile users, despite the increased content licensing costs that will bring.

The end of the 40-hour cap could also be seen as a preemptive defensive tactic against the expected September launch of Apple’s iTunes radio streaming service.

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Tuesday, August 27th, 2013 news No Comments

drag2share: The New #1 PC Maker In The World Actually Sold More Smartphones And Tablets Than PCs

source: http://feedproxy.google.com/~r/businessinsider/~3/Dv02hE-ou18/lenovo-sells-more-smartphones-and-tablets-2013-8

BII Internet Device Shipments

Lenovo Sold More Smartphones And Tablets Than PCs (Engadget)
Lenovo became the top-ranked PC maker in the world for the first time last quarter after selling about 12.6 million computers. But, it actually sold more smartphones and tablets than it did PCs last quarter. Its mobile device sales combined for 41% overall growth in sales since last yea


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Thursday, August 15th, 2013 news No Comments

drag2share: U.S. Mobile Carriers Just Had Their Worst Quarter Ever

source: http://feedproxy.google.com/~r/businessinsider/~3/8J31S-V-JiI/us-mobile-carriers-had-worst-quarter-ever-2013-8

screen shot 2013 08 13 at 9 58 43 am

Mobile Subscriber Growth In The U.S. Slows To A Standstill (Chetan Sharma)
Tech consulting firm Chetan Sharma just released a new report surveying the entire mobile market. One of the most interesting points was that U.S. mobile carriers only added 139,000 new subscribers last quarter, which amounts to their worst quarter is the history of the U.S. wireless industry


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Tuesday, August 13th, 2013 news No Comments

Android Continues To Crowd Apple Out Of The Global Smartphone Market

Source: https://intelligence.businessinsider.com/welcome

Updated global smartphone platform shipment numbers show that nearly 80% of the smartphones shipped during the last quarter run on Android.

That’s a significant climb from just under 70% a year ago.

The strong jump can be attributed to the immediate success of Samsung’s flagship device, the Galaxy S4. But the predominantly Android-centric Chinese manufacturers — Huawei, ZTE, and Lenovo — also helped spur growth. Each manufacturer shipped around 11 million units last quarter, according to the latest data from IDC.

The pace of Android’s expansion far exceeded Apple’s, resulting in Apple ceding six percentage points in market share year-over-year.

It should be noted that no new Apple devices have been launched since September 2012. When the iPhone 5 launched, it helped boost quarterly shipments 23% year-over-year.

Android is not the only platform growing, however. Windows Phone grabbed a percentage point to reach 3.7% market share.

It has firmly entrenched itself in third place in the smartphone wars. BlackBerry’s market share continues to decline, despite the release of its BlackBerry 10 OS.

Click here to download the charts and data in Excel

Click here to see a larger version of this chart

SmartphoneMarketShare

Here’s another look at the shipments data in volume terms. Android is dictating global smartphone market growth.

Click here to see a larger version of this chart

SmartphoneShipmentsPlatform

 

 

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Friday, August 9th, 2013 news No Comments

drag2share: Mobile Ad Prices Climb Despite Higher Supply

source: http://feedproxy.google.com/~r/businessinsider/~3/xM9BLLZ58W8/consumers-more-loyal-to-ios-2013-7

Mobile Ad Prices Climb Despite Higher Supply (MoPub)
Advertising exchange platform MoPub surveyed their 500 million monthly active users to provide insight on mobile ad buying trends during Q2 2013. They found the effective cost per impression (eCPM) on their platform rose 25% to $1.01. Effective cost-per-click (eCPC) also increased over the quarter to $0.09, which is up 10% from last quarter. They also claim prices being driven up despite a a growing ad inventory. Read >

chart4


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Monday, July 29th, 2013 news No Comments

CHART OF THE DAY: What The Heck Happened To Apple’s iPad Business? (AAPL)

Source: http://www.businessinsider.com/chart-of-the-day-what-the-heck-happened-to-apples-ipad-business-2013-7

Apple’s iPad business, which is supposed to be its second mega-business, has already hit the wall as far as growth is concerned.

Last quarter, Apple reported sales of 14.6 million units, a 14% drop on a year-over-year basis. On the company’s earnings call, Apple’s execs said that if you look at the actual sell through of the iPad, and factor in channel inventory changes, then it was down 3%.

Part of the reason the iPad business fell is that Apple didn’t roll out a new version of the iPad last quarter. In the June 2012 quarter, it was introduced the high-resolution iPad which boosted sales. With no new model of the iPad, sales lagged in comparison.

However, last year Apple wasn’t selling the iPad Mini. The $329 iPad Mini should have provided enough of a lift to offset the lack of a new iPad model.

This isn’t just a one-off bad quarter. If you look at the trend, you can see that growth is in a general nose dive for the iPad. Analyst Gene Munster says the reason the iPad business is weaker than expected is that the market is “becoming more price sensitive than we previously expected.” In other words, consumers are buying cheaper tablets from Apple’s rivals.

For why that’s troubling for Apple, check out Henry Blodget’s take here…

ipad chart of the day

 

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Wednesday, July 24th, 2013 news No Comments

Verizon smartphone revenue up in Q2 2013, half of all 7.5 million activations were iPhones (updated)

Source: http://www.engadget.com/2013/07/18/verizon-quarterly-report-q2-2013/

Image

Verizon’s latest quarterly report reveals a carrier chugging along nicely, thank you very much. Total revenue (including wireless and wireline) is up slightly to $29.8 billion, while wireless service revenue on its own grew by 8.3 percent compared to the same quarter last year. Nearly a million (941,000) new retail postpaid customers joined the VZW brigade, some of whom may have been drawn to the carrier’s expanding LTE service, which is now available to 301 million Americans, as well as to new handsets like the Nokia Lumia 928 and possibly even the BlackBerry Q10 (or maybe not). In any case, those high-margin subscribers helped to increase profit by 14 percent — so long as you’re the kind of person who’s content to be guided by “non-GAAP consolidated adjusted earnings per share.” There’s also no sign of the pension-related issues that affected the company last quarter, which leaves this carrier high and dry, regardless of how smartphone saturation may be affecting others along the food chain.

Update: In its earnings call, Verizon added that 59 percent of traffic on its network is on 4G LTE, and 52 percent of its smartphone activations (around 3.8 million device activations) were iPhones.

Source: Verizon (PDF download)

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Thursday, July 18th, 2013 news No Comments

drag2share: iPads Still Dominate North American Tablet Usage

source: http://feedproxy.google.com/~r/businessinsider/~3/Pt11Aqenf88/ipads-dominate-tablet-usage-in-the-us-2013-5

tablet market shareiPads Account For More Than 80 Percent Of Tablet Use (Chitika)
The iPad family accounted for 81% of tablet use in the U.S. and Canada during April, up slightly from a few months ago. Kindle Fires accounted for the second largest share, followed by Samsung Galaxy tablets. In other words, even though Android took its first lead in global tablet market share last quarter (see chart, right), that’s not showing up in North American usage patterns. It’s likely that Android tablets are filling out the low-end of the tablet market in the emerging world. Read >


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Friday, May 31st, 2013 news No Comments

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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