Android
Carrier IQ Logging Software Found on Many Mobile Phones
This is really scary! MacRumor reports over the last couple of days, there has been a significant amount of press over the findings of Trevor Eckhart who exposed the presence of extensive logging software found on many Android, BlackBerry and Nokia phones. A video showing the extent of the logging was posted and is summarized [...]
Piper Jaffray reports Driven by major product launches (over 80 phones using Android, compared to Apple with just one phone) and carrier support, Google’s Android operating system has exploded in consumer adoption over the past two quarters. We estimate Android controlled 15% of the smartphone market [...]
Finding Value in Android
Merrill Lynch reports Recent data suggests that the mobile Internet and the Android platform in particular is getting better-than-expected traction, and Google CEO Eric Schmidt’s comments implying that Google could eventually generate $10 per phone suggest that Google is sitting on an untapped mass-market revenue
opportunity.
While some our business model estimates will likely prove to be [...]
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%.