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Google Is Closing The Gap On Apple’s App Store (GOOG, AAPL)

Source: http://www.businessinsider.com/chart-of-the-day-smartphone-apps-2011-3

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We thought for sure Android‘s Market for apps would have blown past, or at least caught up to Apple’s iPhone App Store by now, but a look at the most recent numbers show it still has some work to do.

Apple has 350,000 apps in its App Store to Android’s 250,000. However, the rate at which apps are coming into Android’s store is faster than Apple’s App Store. In the next few months we expect the stores to be equal.

chart of the day, smartphone apps, march 2011

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Thursday, March 10th, 2011 news No Comments

Why Apple’s iPhone War With Google Is Just Beginning (AAPL, GOOG, VZ, T)

Source: http://www.businessinsider.com/chart-of-the-day-why-apples-iphone-war-with-google-is-just-beginning-2011-1

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Apple’s iPhone war against Google Android was the big story in tech last year, with Android growing like a weed to beat Apple in U.S. market share. 

But in reality, we haven’t actually seen a real competition between the iPhone and Android yet. Not within the major carriers, at least. (Carriers are still by far the most important phone distributors in the U.S.)

That is going to change now that Verizon will start selling the iPhone next month, and now that AT&T is going to start offering more Android devices. And by the end of the year, we will have a much better sense of which phones people like better — at both major carriers.

As of late 2010, the iPhone was the major platform at AT&T, representing 63% of its smartphone customers. At Verizon, Android and RIM basically split the pie.

We’ll see where these numbers are in another year. Will Verizon users flock to Apple’s iPhone? Or will Android’s wide variety of different devices win the market? And what happens to RIM?

More: Only Now Are We About To See The Real Battle Between iPhone And Android

SAI chart AT&T Verizon smartphone platform share Android iPhone

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Tuesday, January 18th, 2011 news No Comments

Why The Verizon iPhone Is Bad News For Google (AAPL, VZ, GOOG)

Source: http://www.businessinsider.com/chart-of-the-day-why-the-verizon-iphone-is-bad-news-for-google-2011-1

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Verizon Wireless should announce Tuesday that it has struck a deal with Apple to sell the iPhone.

That’s good news for Apple, as it means more distribution for the iPhone. And it’s good news for Verizon, because now it has the mega-hit iPhone, which has been exclusive to archrival AT&T since its launch.

But it’s bad news for Google, maker of the Android operating system.

Verizon, desperate to compete with the iPhone, became Android’s biggest U.S. supporter last year. As a result, almost half of all U.S. Android subscribers belonged to Verizon late last year, according to comScore.

We don’t expect Verizon to forget about its successful Droid lineup. But as it puts more marketing muscle behind the iPhone, Android will probably suffer. The question now is whether the other carriers — especially AT&T — can make up for whatever Android loses at Verizon.

Related: The Verizon iPhone’s biggest winners and losers

SAI chart Android by carrier

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Wednesday, January 12th, 2011 news No Comments

Facebook Revenue Is Not Growing Like Google’s Did (GOOG, YHOO)

CHART OF THE DAY: Facebook Revenue Is Not Growing Like Google’s Did (GOOG, YHOO)

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Facebook is on track to generate $2 billion in sales this year, a nice milestone for the social networking king.

In part because of this news, investors are piling into Facebook stock on the private markets at a $56 billion valuation. The assumption is that Facebook is the next Google, a money printing machine that might eventually even be BIGGER than Google.

While it’s possible that scenario will play out, it’s worth looking at how Facebook’s revenue growth compares to other online-advertising-driven companies, such as Google and Yahoo.

It’s true that Facebook did not emphasize revenue early in its early years, but neither did Google. 

And as you can see below, when Google did put the pedal down, its revenue grew much more rapidly than Facebook’s.

So those who are counting on Facebook becoming a bigger business than Google had better hope it has another ace up its sleeve.

chart of the day, google, yahoo, facebook revenue first six years, dec 2010

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Wednesday, December 22nd, 2010 news No Comments

Another Reason Google TV Is Doomed (MSFT, SNE, NTDOY, AAPL, GOOG)

CHART OF THE DAY: Another Reason Google TV Is Doomed (MSFT, SNE, NTDOY, AAPL, GOOG)

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Gaming consoles are the new media hubs, according to data from Nielsen. About one quarter of the people that own a Xbox, Wii, or PlayStation are using them to watch web video.

This is a pretty impressive number, and it’s interesting to think about in light of Google TV and Apple TV. If many console users are already streaming video, then there’s less need for either Apple or Google’s boxes.

Further, a Logitech Revue running Google TV software goes for $300. An Xbox 360 with Kinect goes for about the same amount. Would you rather have an advanced gaming machine with some web streaming, or device for just web video that only works okay?

chart of the day gaming

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Friday, December 17th, 2010 news No Comments

Apple’s Mobile Ad Business Is Just As Big As Google’s (GOOG, AAPL)

Source: http://www.businessinsider.com/chart-of-the-day-mobile-ad-market-share-2010-9

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Here’s a chart that’s hard to believe: Apple will own just as much of the mobile ad market by year end as Google, according to estimates from IDC provided to BusinessWeek.

While this is impressive for Apple, it mostly underscores how tiny the mobile ad market really is. IDC estimates only $500 million will be spent on mobile ads this year.

Apple announced it had commitments for $60 million in iAds in June, which suggests IDC is estimating it picked up another $45 million in the second half of the year.

chart of the day, mobile ad market share, sept 2010

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Tuesday, October 5th, 2010 news No Comments

Apple’s Mobile Ad Business Is Just As Big As Google’s (GOOG, AAPL)

Source: http://www.businessinsider.com/chart-of-the-day-mobile-ad-market-share-2010-9

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Here’s a chart that’s hard to believe: Apple will own just as much of the mobile ad market by year end as Google, according to estimates from IDC provided to BusinessWeek.

While this is impressive for Apple, it mostly underscores how tiny the mobile ad market really is. IDC estimates only $500 million will be spent on mobile ads this year.

Apple announced it had commitments for $60 million in iAds in June, which suggests IDC is estimating it picked up another $45 million in the second half of the year.

chart of the day, mobile ad market share, sept 2010

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Wednesday, September 29th, 2010 news No Comments

Here’s How Much The Big Brands Spend On Google (GOOG)

Source: http://www.businessinsider.com/chart-of-the-day-advertising-google-2010-9

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Over the weekend, Ad Age published a look inside Google’s core business of search after reporter Michael Learmonth obtained internal documents listing how much various brand advertisers spend on keywords.

The biggest spender in the month of June was AT&T who spent $8.08 million trying to direct traffic to its site to sell iPhone 4s. Apple spent less than $1 million for the month. (It’s somewhat humorous Apple helped Google, the company behind Android, pick up almost $9 million for the month.)

While big brand advertisers like AT&T will shell out for search keywords, for the most part Google doesn’t rely on their business. The top ten advertisers account for less than 5% of Google’s total revenue for the month. (Be sure to read the whole story at Ad Age.)

chart of the day, companies spending on google advertising, june 2010

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Tuesday, September 14th, 2010 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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