Wednesday, December 15, 2010

USA Mobile Advertising Market Share 2010: Google & Apple Early Leaders (Chart) *Battle for the Future*

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Google has early advantage in USA mobile advertising with 300,000 Android handsets being activated daily


USA Mobile Advertising Market Share 2010: Google & Apple Early Leaders

IDC is reporting that for 2010 estimated, Google and Apple are the early leaders in the booming mobile ad display market. Google leads with 19% followed closely by Apple at 18.8%. Millennial Media is 3rd (15.4%), Yahoo is 4th (10.1%), Jumptap is 5th (8.4%), and Microsoft is 6th (7.8%). "Other" comprises the largest share at 20.5%. There are plenty of competitors in the exponentially growing mobile advertising business.

Google is expected to pull ahead as more Android devices will be sold than Apple iOS devices. Andrew Rubin, Google VP of Engineering, tweeted on December 9 that 300,000 Android phones are being activated daily, which is a blowout number. So even though Apple launched iAd, a mobile advertising platform, in July 2010, the sheer number of Android devices is projected to maintain and even extend Google's lead in both mobile ad display and mobile search.

Google noted during the Q3 earnings call: The excellent Q3 financial results derive from Google operating in the worldwide digital economy which is growing rapidly as the web expands and more people come online. Google's emerging businesses, especially noted and discussed was the open Android operating system, are exploiting this digital economic growth. The mobile platform is experiencing tremendous growth, Google is monetizing this growth, and considers this the future to ultimately exceed the PC platform. New ad formats and the display network are improving revenues. Search is still the Google core business and will continue to be, although both display and applications are considered equally significant for resource and development allocation and ultimately for revenues. Read more at Google Earnings Conference Call.



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IDC "Analyze the Future" (IDC)
* Data courtesy of IDC *


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Wednesday, December 8, 2010

USA Smartphone Market Share: October 2010 (Chart) *Apple leads RIM, Google*

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Customers lined up to buy the Apple iPhone 4 on launch day in June 2010


USA Smartphone Market Share: Apple Leads RIM, Google

The Nielsen Company is reporting that for October 2010 almost 30% of all USA mobile handsets are smartphones and Apple iPhone leads RIM Blackberry as the top smartphone. Apple (27.9%) narrowly leads RIM (27.4%) in market share, which Nielsen calls a "statistical dead heat". Google Android is third (22.7%) and Microsoft Windows Mobile is fourth (14.0%).





The Nielsen Company Press Release

According to October 2010 data from The Nielsen Company, 29.7 percent of U.S. mobile subscribers now own smartphones that run full operating systems.

The most popular smartphones are the Apple iPhone and RIM Blackberry, which are caught in a statistical dead heat with 27 percent of smartphone market share in the U.S. Twenty-two percent of smartphone owners have devices with the Android operating system.

Most Desired Operating Systems (OS):

When mobile users who planned to upgrade to a smartphone in the next year were asked about their next phone, Apple’s iOS and Android were tied for “most desired” operating system.
* Among users planning to get a new smartphone, current smartphone owners showed a preference for the Apple iPhone (35 percent), while 28 percent of both smartphone and featurephone planned smartphone upgraders indicated they wanted a device with an Android operating system as their next mobile phone.
* Featurephone owners planning to get a smartphone are less likely to have made up their mind about the OS they will choose: 25 percent were “not sure” what their next desired OS might be compared to 13 percent of smartphone owners. Those over 55 were markedly less certain than younger mobile users, with 27.8 saying they weren’t sure what kind of device they wanted next, compared to 12.2 percent of those 18 to 24.
* Apple’s iPhone and devices with the Android operating system were the “most desired” among likely smartphone upgraders, with Apple showing a slight lead among those age 55+ , 18 to 24, and 25 to 34.
* Women planning to get a smartphone are more likely to want an iPhone as their next device, with slightly more males preferring Android.


More Charts!

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Apple (AAPL) financial performance and stock charts
Google (GOOG) financial performance and stock charts
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Intel (INTC) financial performance charts
VMware (VMW) financial performance charts
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Goldman Sachs (GS) financial performance charts
Wells Fargo (WFC) financial performance charts
Bank of America (BAC) financial performance charts
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The Nielsen Company (TNC)
* Data courtesy of The Nielsen Company *


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