Despite respectable sales in its first quarter of availability, RIM has reportedly slashed internal sales estimates for the BlackBerry PlayBook tablet. RIM announced during its earnings call last week that it had shipped 500,000 PlayBook tablets to retail partners during the fiscal first quarter of 2012. The figure didn’t quite match the 1 million mark that Samsung’s Galaxy Tab crossed after just two months, but it outsold Motorola’s XOOM tablet and beat estimates issued by several analysts. According to DigiTimes, however, RIM had very high hopes for its virgin tablet offering. The Waterloo, Ontario-based company had an internal goal of shipping between 2.4 and 2.5 million units during the second quarter. In light of lower than expected sales between the tablet’s launch in mid-April and the end of the fiscal first quarter, RIM has reportedly revised its second-quarter estimates down to 800,000 – 900,000 units. More →
According to the founder of Instapaper, a popular Web and mobile service that allows users to read website content offline, the introduction of Verizon Wireless’ iPhone 4 may not be pulling many new customers into the iOS ecosystem. Marco Arment speculates that sales of his popular Instapaper app are likely a good barometer for iOS device sales. Arment finds that app sales see “huge spikes” when Apple releases new iPhone handsets, thanks to the flood of new iOS customers that purchase the phone. When Verizon launched its iPhone 4 earlier this month, however, Instapaper sales were unaffected. Arment poses three possible explanations: Verizon hasn’t sold many iPhones, Verizon iPhone owners don’t purchase many apps compared to other iPhone owners, or Verizon iPhones have been sold mostly to individuals who had previously owned iOS devices and therefor are able to simply transfer previously bought apps to their new phones. He feels the third scenario is the most likely. Arment’s theory is not necessarily supported by sales data revealed exclusively by BGR earlier this month. Alongside launch-weekend sales figures from five major Apple Store locations, we revealed that only about 14% of Verizon iPhone 4 buyers had previously owned AT&T’s version of the Apple smartphone. It is worth noting that data from our exclusive report did not include sales made at Verizon Wireless store locations, however, and it also did not include buyers who had previously owned the iPad or iPod touch. More →
In a note to investors Tuesday morning, RBC Capital Markets GM Mike Abramsky suggests that RIM may sell 6 million BlackBerry PlayBook tablets in the device’s first year of availability. In an independent survey of 1,100 consumers conducted after the Consumer Electronics Show in January, RBC found that 6% of respondents were likely to purchase the BlackBerry PlayBook once it comes available. This represents almost 50% of the interest shown in the iPad ahead of launch, according to a similar RBC survey. The firm’s data shows that the PlayBook is appealing to early adopters and power users, and key areas of interest compared to Apple’s iPad include the 7-inch form factor, impressive specs, multitasking capabilities, speed and power, the BlackBerry brand and the security features. As a result of the strong buying intentions revealed by its survey, RBC contends that the PlayBook could sell 4 million units in the 2011 calendar year and 6 million units in its first 12 months of availability. The firm’s new sales estimates are significantly higher than Wall Street’s consensus of 2-3 million units in the 2011 calendar year. RBC expects the Wi-Fi-only version of the BlackBerry PlayBook to launch in mid-March at a price point between $399 and $449, with 3G and 4G versions to follow this summer. The firm also reiterated its price target of $90 for RIM’s stock.
The good news for HP, if a new rumor has any basis in reality, is that it apparently smashed its HP Slate 500 sales goals. The bad news is those expectations were seemingly quite low. HP’s Slate 500, which launched less than one month ago, is now backordered on the company’s website. According to rumors, HP had a limited run of 5,000 units ahead of launch last month. It then went on to sell a reported 9,000 units. Of course 9,000 units pales in comparison to sales of Apple’s iPad, the tablet by which all others are measured (regardless of how ridiculous comparisons might be). Last quarter, Apple sold over 46,000 iPads each day. On the other hand, selling 9,000 units of a product that sits squarely in a market that doesn’t yet exist is pretty impressive. The need for business tablets — much like the need for consumer tablets — is a need that manufacturers are doing their best to invent. The increasing flood of tablet offerings suggests they may succeed, and HP’s small victory so far with the Slate 500 certainly bodes well. More →
Chitika Research,”a full-service on-line advertising network serving over 2 billion monthly impressions across more than 80,000 websites,” has been closely monitoring the sales figures of the Apple iPad since its release into the wild on April 3rd. Chitika is basing its volume estimates on the number of unique iPads connecting to the Chitika ad network, which can be tracked in real time here. At time of article publishing, the ad network estimates that over 511,000 iPad have been sold by Apple. Since Chitika’s sales estimates are based on the number of iPads that have been turned on and connected to the internet, as opposed to Apple’s number which includes “deliveries to channel partners,” the Chitika number could be more accurate then the numbers coming out of Cupertino. We say “could be more accurate” because those who purchased an iPad over the weekend technically could have waited until Monday or Tuesday to fire it up for the first time — although, we don’t understand those kind of people. What do you think? Still not as impressive as the 700,000 figure that Mr. Munster threw out there… anyone ready to call the iPad launch a success or failure yet? More →