Apple’s stock continued to slide on Tuesday morning as some analysts suggest AT&T’s earnings point to a possible rare miss for the Cupertino, California-based company. Wall Street expects Apple to report iPhone channel sales of 32 million units when it posts its earnings after the market closes on Tuesday, but several analysts have made last-minute adjustments to their estimates following AT&T’s earnings report on Tuesday morning. More →
Google CEO Larry Page stated in a blog post on Thursday that the company’s Android platform is “on fire.” The CEO boasted that there are now more than 850,000 Android devices activated each day through a network of 55 manufacturers and more than 300 carriers. Page called Android a “tremendous example of the power of partnership, and it just gets better with each version.” He went on to explain his excitement for the Motorola acquisition and “the opportunities to build great devices capitalizing on the tremendous success and growth of Android.” The CEO then reiterated the benefits surrounding Android’s open ecosystem, maintaining that “we have no plans to change that.” The Mountain View-based company in February stated that Android activations were up 250% year-over-year. Google also previously announced that the Android Market is home to more than 450,000 apps. More →
Mobile analytics firm Flurry on Wednesday announced that sometime in February, activations for iOS and Android devices in China overtook the United States for the first time ever. In January 2011, the U.S. accounted for 28% of the world’s total iOS and Android device activations, while China only accounted for 8%. China is now the world’s fastest growing smartphone market, however. In March, Flurry projects that China will account for 24% of all iOS and Android device activations, compared to the 21% for the U.S. Not only is China activating more devices per month than the U.S., the country is also the second largest app economy. The country’s app growth increased more than 1,100% between the first quarter of 2011 and the first quarter of 2012, and is projected to eventually overtake the U.S. in the global app economy. Flurry’s second image can be found after the break. More →
Apple’s share of the global smartphone market reportedly topped the market share of all Android vendors combined in the fourth quarter last year, and nowhere was the iPhone’s lead more dominant than at AT&T. The nation’s No.2 carrier on Thursday reported its earnings for the December quarter, stating that smartphone activations totaled 9.4 million units. Apple’s iPhone lineup accounted for 7.6 million activations, or 81% of all smartphones AT&T activated during the three months ended in December. Considering the handful of BlackBerry smartphones and Windows Phones the carrier sold last quarter, all of AT&T’s Android phones combined were responsible for under 19% of the carrier’s smartphone sales. Android handsets continue to proliferate globally and with a number of stunners due to be unveiled next month at Mobile World Congress in Barcelona, the tide will certainly soon turn back in Google’s favor. The iPad 3 is due to launch in the coming months and a completely redesigned iPhone on the horizon, however, and Apple may very well top its record-setting fiscal first quarter later this year.
AT&T reported its fourth-quarter 2011 results on Thursday and noted that it achieved record mobile broadband and smartphone activations during the quarter. The company reported consolidated revenue of $32.5 billion, up 3.6% or $1.1 billion from the same quarter last year, but it posted a loss of $6.7 billion, or $1.12 per share. EPS swings to a profit of $0.42 per share discounting one-time charges including the massive breakup fee paid to T-Mobile. AT&T attributed 76% of its revenue growth to wireless, wireline data and managed services, which represented 76% of overall revenue, up 7.5% from last year. The carrier sold 9.4 million smartphones during the quarter, a record that was 50% more than its previous record and more than twice the number of smartphones that were sold during the last quarter. AT&T added 717,000 postpaid customers, the largest increase in postpaid in five quarters, and 2.5 million total net wireless subscribers. The company said it was also the best quarter for Android and iPhone activations and that it activated a total of 7.6 million iPhones during the quarter. AT&T also noted that its full year revenue totaled $126.7 billion, up 2% from the $124.3 billion it reported in 2010. AT&T’s full press release follows after the break. More →
Oracle recently asked a court to stay or dismiss a Java-related patent infringement case against Google for up to 9 months. In a letter to the court, however, Oracle also revealed how much it believes Google makes per day from Android activations alone. “Each day’s worth of activations likely generates approximately $10 million in annual mobile advertising revenue for Google,” Oracle said. Patent expert Florian Muller of FOSS Patents explained that while Oracle doesn’t state how it came to the conclusion, the figure is likely derived “on the assumption of annual advertising revenues of $14 per Android user.” Oracle also argued that Android helps Google gain users on its Google+ social network and that Android alone is much more than a source for mobile ad revenue. Oracle hopes the stay or dismissal, if approved by the judge, might lead to a near-term copyright trial, Muller explained.
Both Android and iOS saw tremendous growth this past holiday season, with device activations jumping 353% to 6.8 million on Christmas day. On the same day users downloaded more than 242 million new Android and iOS apps according to market watcher Flurry Analytics. During the final week of the year, over 20 million iOS and Android devices were activated, and a record-breaking 1.2 billion new apps were downloaded, according to Flurry. Downloads grew by 60% over the early-December baseline, with the United States contributing to 509 million downloads, or 42.3%. Looking forward to 2012, Flurry expects that breaking 1 billion downloads in a single week will become more common as Android and iOS continue to grow rapidly. More →
Google’s Android head Andy Rubin confirmed via Twitter on Wednesday that there were a total of 3.7 million Android devices activated on December 24th and December 25th combined. Google recently said that there are now more than 700,000 Android devices activated per day on average, which means the average daily activation figure was more that doubled over the holiday weekend. Flurry Analytics reported earlier this week that iOS and Android activations jumped 353% during the holiday weekend to set a new record for the most activations in a single day. Flurry also said more than 6.8 million Android and iOS devices were activated on December 25th (Christmas Day) alone. More →
Did you give or receive a smartphone for Christmas this year? If so, you contributed to the largest day ever for Android and iOS activations. According to Flurry Analytics, Christmas Day set a record for activations of those two smartphone operating systems in a single day. Between December 1st and December 20th, activations teetered between 1.3 million and 1.8 million devices per day, or an average of 1.5 million daily activations. That figure jumped 353% on December 25th, however, with 6.8 million iOS and Android devices having been activated according to Flurry. Read on for more. More →
Google’s Andy Rubin recently boasted that there are now more than 700,000 Android devices activated each day. Just over a month ago, on November 16th, Google revealed that there was 550,000 Android activations per day and 200 million Android devices activated worldwide. To put that rapid progress into further perspective, Google said in May that there were 100 million activations worldwide, which means Android doubled its global activations in just six months. Rubin broke the news on his Google+ account and did not elaborate on the current number of Android devices activated worldwide, but his figure suggests it won’t take much longer before Google breaks through the 250 million total activations mark. More →
During the Google Music event in Los Angeles on Wednesday, Google’s director of digital content for Android Jamie Rosenberg announced that there are now more than 200 million active Android devices in the hands of consumers around the world. That figure is up from 100 million activated devices in May. In addition, Rosenberg said that Google activates an average of 550,000 new Android devices each day. More →
And the disappointments keep on coming… AT&T on Thursday announced that it has now activated more than 1 million iPhone 4S handsets. ”It’s no surprise that customers are clamoring for the iPhone 4S and they want it to run on a network that lets them download twice as fast as competitors’,” said AT&T CEO Ralph de la Vega in a statement. Apple announced on Monday that opening-weekend sales of its new iPhone 4S handset surpassed 4 million units, and AT&T reported last Friday that it had activated a record number of iPhones on the device’s first day of sales. Sprint also confirmed that October 14th, the day it released Apple’s iPhone 4S and iPhone 4, marked the best-ever sales day for a single line of devices in the carrier’s history. AT&T’s full press release follows below.
AT&T on Friday confirmed that it has activated a record number of iPhones. “As of 4:30 pm ET today, AT&T had already activated a record number of iPhones on our network – and is on-track to double our previous record for activations on a single day,” the company said in a statement delivered to BGR via email. “These record volumes may produce slower activations for some customers, though our systems continue to run at record levels.” Customers have been complaining of difficulties with activations on various forums around the Web. Considering the carrier has already doubled its single-day activation record, it’s pretty impressive that the system is up at all. It should be noted that some customers are reporting better luck with activating their new iPhones on the device rather than through iTunes.