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« Q4 Results and other notes from Smartphone Bloodbath - LG, Lenovo, RIM, ZTE, Jolla, Vertu, etc | Main | Quick Update in our 'Guess Windows Phone Q4 2012 Market Share' Twitter-contest »

January 31, 2013

Comments

Spawn

Now that means 12.5% of the whole phone end-user price are for WP licenses. $40 what means Nokia pays at least twice as much then Samsung and HTC for every license.

Elop, you fool. Your buddy Ballmer just f*cked you.

Huawei WP8 devices, with a similar he like the 920, are now priced just something like 20-30 Dollar more then Lumia 620.

Tester

... only if you consider that iCrap a PC - which I don't.

Also let's wait a year or so - when Apple's problems in the making start to show.

ejvictor

@Baron95

Sigh... First get it through your melon that this is a site about Mobile, NOT A SITE ABOUT FINANCE AND STOCKS, we care about technology, social impact, socio-cultural shifts not just EBITDA :)

Second Mobile is not 5 years old (birth of iphone3- iphone2 not classified a smartphone)so you need to broaden your historical perspective to understand that mobile companies use to make even bigger profit per user under tiered plans.

Third ARPU is per subscriber (phone number) REVENUE and has ZERO to do with AMPU which calculates the margins(net profit) of users. So your example of a $35 add a line for a $700 iPhone is a bad example $35x24=$840 $840-$700=$140+$199 that consumer pays for device or $14.13/mo for all the infrastructure bandwidth that device consumes. iPhones have a higher ARPU BECAUSE customer are paying for the $700 iPhone via monthly bill. They do not have a higher AMPU partly because Verizon, Sprint and T-Mo slashed bandwidth costs when they did not have the iphone to create subscriber losses at AT&T.

You obviously saw todays news of how badly Sprint is doing and that the iPhone is not it's savior... so I guess it's something other then the iPhone that AT&T and Verizon leverage.

Zigurd

I think you are overstating Samsung's likely internal support for Tizen.

Samsung has put more resources into other inconsequential exercises in mobile OSs. For example, Samsung finally shut down support for Symbian in 2010. Samsung made Symbian devices? http://www.gsmarena.com/samsung_i7110__lean_mean_symbian_smartphone_on_steroids-news-634.php

Why did they make Symbian devices? I believe they did it mainly as a way to understand Nokia better, when that mattered.

I would believe there are people at Samsung who want to keep Tizen as a possible lifeboat in case Google turns evil, or if HTML5 apps actually succeed, but it is utterly non-strategic. There is no Tizen-based plan to make Samsung less "dependent" on Android. If there is such a plan, it is more likely to be based on a fork of AOSP, as Amazon has done.

Sander van der Wal

@Winter, ejvictor

Carriers that subsidize handsets will have to worry about it, as their business model depends on it.

The carriers without subsidized phones will have different worries.

Given that Verizon has publicly stated that they see Windows Phone and Blackberry as the third and fourth ecosystem, there is clearly support from subsidizing carriers for iOS and Android competitors. And given the prizes these carries pay for iPhone, there is certainly a reason for them to support efforts creating competitors for iOS and Android. They might not like Skype, but if they hate paying Apple lots of money more than they hate Skype, Nokia still has opportunity.

Tester

@Sander van der Wal:

>>Given that Verizon has publicly stated that they see Windows Phone and Blackberry as the third and fourth ecosystem, there is clearly support ...


You still need to distinguish between talk and intent here. Of course they say stuff like this to keep Apple and Google on the ground. Whether they execute depends on completely different things.

For example, until now any marketing for Windows Phone has failed completely and it doesn't look like this is going to change any time soon. So why declare support for the system publicly? The only reason has to be money. As long as Microsoft continues to finance these campaigns (and even more so if some of the money can be relocated to more fruitful efforts) carriers will continue to declare support for the platform.

Spawn

@Sander van der Wal

> Verizon has publicly stated that they see Windows
> Phone and Blackberry as the third and fourth ecosystem

Even Bada when you refer to the Q4/2011 statement? As of last quarters its then more Blackberry 3th, Bada 4th, WP 5th (last since the new last, Symbian, was discontinued). Expect Tizen to sell better then Bada :-)

chithanh

MWC news are in: Firefox OS has two hardware partners at launch (same as WP8), namely Alcatel and ZTE. Two more (Huawei and LG) to follow later in the year. That would make Huawei produce phones for four mobile OSes, Android, Firefox OS, Tizen and Windows Phone.

And 18 carriers telling everyone how much they love Firefox OS. We'll see how much of that excitement remains when the phones are actually put on sale.

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Available for Consulting and Speakerships

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    Tomi Ahonen is a bestselling author whose twelve books on mobile have already been referenced in over 100 books by his peers. Rated the most influential expert in mobile by Forbes in December 2011, Tomi speaks regularly at conferences doing about 20 public speakerships annually. With over 250 public speaking engagements, Tomi been seen by a cumulative audience of over 100,000 people on all six inhabited continents. The former Nokia executive has run a consulting practise on digital convergence, interactive media, engagement marketing, high tech and next generation mobile. Tomi is currently based out of Helsinki but supports Fortune 500 sized companies across the globe. His reference client list includes Axiata, Bank of America, BBC, BNP Paribas, China Mobile, Emap, Ericsson, Google, Hewlett-Packard, HSBC, IBM, Intel, LG, MTS, Nokia, NTT DoCoMo, Ogilvy, Orange, RIM, Sanomamedia, Telenor, TeliaSonera, Three, Tigo, Vodafone, etc. To see his full bio and his books, visit www.tomiahonen.com Tomi Ahonen lectures at Oxford University's short courses on next generation mobile and digital convergence. Follow him on Twitter as @tomiahonen. Tomi also has a Facebook and Linked In page under his own name. He is available for consulting, speaking engagements and as expert witness, please write to tomi (at) tomiahonen (dot) com

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