Android
Smartphone OS Strategy
Source: Barclays Capital
Perhaps a better approach to examine rather than trying to ascribe a specific strategic value to WebOS, is to examine the competitive landscape in order to assess which vendors could potentially utilize the asset. In our view, while we cannot shut out the possibility of any leading OEM being interested in Palm, we believe [...]
Smartphone Operating System Market Share
Source: Merrill Lynch BofA
At the high level, we see stark differences between the strategies of Microsoft and Google. While Google provides the OS for free, aiming to move all services to the Cloud and trying to monetize via ad revenues and user information, Microsoft has tried to replicate its PC model and charge $15 – [...]
Android Surges Among Handset Purchasers
Between September and December 2009, the proportion of future smartphone buyers who planned to purchase an Android-based phone jumped from 6% to 21%.