Source: http://www.businessinsider.com/chart-of-the-day-android-vs-ios-2011-9

New smartphone buyers are overwhelmingly choosing Android phones in comparison to iPhones and BlackBerrys, new data from Nielsen reveals.

Below you can see Nielsen’s subscriber share numbers. On the left are the total subscriber share numbers. On the right is the subscriber share numbers for the three months ended in August, which is a better predictor of the future of the market.

As you can see, in the three month period 56% of buyers opted for Android, versus just 28% for Apple. Rough for Apple, but if there’s a positive in there, it’s that Apple’s subscriber share is holding steady while Android eats up BlackBerry share and share from “other”.

But, with the iPhone hitting Verizon, we thought Apple would be in better shape in the U.S. Maybe once the iPhone 5 arrives, we’ll see a tilt? Or, maybe Android keeps running away with this thing.

chart of the day, operating system share, september 2011

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Source: http://www.businessinsider.com/facebook-news-feed-apps-2011-7

Facebook users spend most of their time in the News Feed, the river of information about your friends, and comparatively very little (just 10%) using apps according to a comScore report on how people use Facebook. 

This is interesting because the biggest app company, Zynga, filed to go public, and more generally because tons of Facebook apps are getting zillions of VC money all the time.

If people spend so little time on Facebook apps, why the excitement?

First of all, 10% of usage on Facebook, the second biggest site in the world, is still a huge market.

And also almost certainly because those who do use apps, use them a lot. Social games are a perfect example: not everyone plays them, but those who do, play them a lot. And a smaller minority pay for virtual goods in those games, but that minority pays enough to fund a thriving social games industry.

It’s definitely possible to build big businesses on the Facebook platform. But those numbers are a useful reality check: Facebook isn’t becoming a new internet, with Facebook apps replacing websites, as some fear. People still overwhelmingly use Facebook for what it’s designed for: knowing what our friends are up to.

chart of the day, time spent on facebook, may 2011

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Source: http://blog.compete.com/2011/07/21/the-new-music-landscape/

It’s no secret that the music industry has undergone massive changes over the last ten to fifteen years. According to the Recording Industry Association of America, total US music sales have dropped an average of 8% each year since 1999, from $14.6 billion to just over $6 billion. Having heard this, you probably wouldn’t expect that in the first half of 2011, US sales are up by 1%. Okay, so it’s just 1%. But consider that in the first half of 2010, sales were down 11% year-over-year.

So what’s responsible for reversing this trend? Ever-increasing broadband speed has enabled mass media consumption on the web, paving the way for music discovery services like Pandora, Last.fm, Grooveshark and iLike. Because of these services, the average person can now find and listen to a more diverse body of music than ever before – and it’s catching on. Unique visitors to radio category websites has increased by nearly 19% since last year, with Pandora leading the pack at 11,824,629 in June 2011 – that’s 81% yearly growth.

Over the last few years, Pandora has made decisions to support growth of their user base and help them stay ahead of the competition, even if just barely at times. In 2008, the Pandora app became one of the most consistently downloaded apps in the Apple store. By 2010, Pandora was present on more than 200 connected consumer electronic devices ranging from smart-phones to TVs to Blue-ray players. It was in 2010 that Pandora began to break away from the other music discovery services and would attract more than double the unique visitors of Last.fm, traditionally Pandora’s toughest competitor, by year-end.

In February 2011, Pandora officially filed with the SEC for a $100M IPO, piquing even more interest in the service in the months leading up to their pricing announcement on June 15th. The company’s future may not be as bright though, as innovative alternatives to radio-style listening like Spotify, Music Beta by Google and Apple’s iCloud are beginning to gain traction. While these services are very different than Pandora – and from each other – there is no doubt that they pose a threat to the current music landscape. You can be sure we’re keeping an eye on it.

So, have you tried Spotify? Music Beta? iCloud? What do you think? Are you ready to abandon Pandora?

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Source: http://www.businessinsider.com/chart-of-the-day-hp-apple-notebook-pc-shipments-2011-7

Here’s another look at the impact of the iPad on the PC industry, courtesy of Jefferies analyst Peter Misek and Dan Frommer of SplatF.

Misek initiated coverage of HP today with a hold rating, and included this chart showing the drop in the growth of HP’s notebook shipments, as well as the drop in the growth PC notebooks overall. (Frommer added the data on Apple’s growth in notebook shipments as a contrast.)

As Frommer points out, “A market that was growing 20% to 40% year-over-year per quarter just a couple of years ago is now basically flat.”

Misek says it’s thanks to the growth of the tablet market: “We believe tablets are cannibalizing consumer notebooks and are the biggest driver in the deterioration of HP’s consumer notebook shipments. We expect tablets to cannibalize more enterprise notebooks as we get into 2012.”

Until someone delivers a credible iPad rival, this trend will continue for all the PC players.

chart of the day, apple, hp, pc shipments, july 2011

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Source: http://www.businessinsider.com/chart-of-the-day-cost-of-an-app-2011-7

Last week Apple announced that its 200 million iOS users have downloaded 15 billion applications.

How much money money is Apple making from those 15 billion downloads? Apple wasn’t so forthcoming about that, so we’ll have to rely on this estimate from Piper Jaffray analyst Gene Munster.

Munster says the average selling price of an app in the App Store is $1.44. Of that Apple nets $0.18 after you account for credit card fees and storage/delivery costs.

Since the App Store launched, Apple has earned a net profit of $538 million on paid app sales, estimates Munster. It has spent an additional $246 million on storing and delivering free apps, says Munster, suggesting Apple’s true profit is just $292 million.

Of course, that’s the narrow way of looking how much Apple is making from the App Store. Apple’s vibrant app ecosystem has helped it sell millions of iPhones, iPads, and iPod Touches, helping it earn billions in profits.

chart of the day, cost of an app, july 2011

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Source: http://gizmodo.com/5816167/netflix-for-theaters-moviepass-lets-you-watch-unlimited-movies-in-theaters

Netflix for Theaters: MoviePass Lets You Watch Unlimited Movies in TheatersHow’s this sound: A movie subscription that lets you watch unlimited movies in theaters for 50 bucks a month. It’s like Netflix but for the real, real life. Would that be something you’re interested in?

Called MoviePass, it’s a service that’ll let users use a smartphone app to handle all their movie bookings. For 50 bucks a month (additional $3 for each IMAX or 3D), users of MoviePass will get unlimited access to any movie playing in participating theaters. If you’re not that psycho about watching movies, they also have a ‘lite’ package of 4 movies for 30 bucks. Either way, they’re rolling out a private beta in San Francisco right now that includes 21 different theaters and hopes to expand to other US cities throughout the summer. The goal is to put MoviePass in 40% of the theaters across the US.

I know people who—rain or shine, $15 bucks for a ticket or higher, popcorn or no popcorn—just have to watch movies in the theater. This is going to be perfect for them. Would you guys use this? [MoviePass via Wired]

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Source: http://techcrunch.com/2011/06/08/saas-field-service-software-servicemax-raises-14m-from-mayfield-salesforce-and-others/

Startup ServiceMax, a company that develops SaaS field service software, has raised $14 million in new funding led by Mayfield Fund with Trinity Ventures, Emergence Capital and Salesforce.com also
participating in the round. To date, the company has raised $26 million.

As field service software, ServiceMax essentially helps manage other company’s equipment at their sites. ServiceMax software automates workforce optimization, advanced scheduling and dispatch, parts logistics, inventory and depot repair, and installed base entitlements. ServiceMax is being used currently by 150 different customers including DuPont. And the company reports 380 percent year-over-year growth in first quarter 2011.

Built on top of Salesforce.com’s Force.com platform, ServiceMax has gained considerable support from Salesforce. The technology giant participated on both of ServiceMax’s funding rounds and the startup features an app on Salesforce Chatter’s app marketplace ChatterExchange.

ServiceMax also recently released an iPad app that gives service agents a mobile solution.

Information provided by CrunchBase


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Source: http://www.businessinsider.com/chart-of-the-day-app-store-projections-2011-4

Apple’s iPhone app lead over Android will disappear by the end July says app analytics firm Distimo after analyzing the latest data on app store growth.

It extrapolated the chart below from month over month growth rates of app stores. You can see the gap between Android and iPhone closing to 40,000 by the end of June. At the end of July, they will be equal.

chart of the day, app store projections, april 2011

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Source: http://www.businessinsider.com/chart-of-the-day-apple-revenue-by-segment-2011-4

Apple’s iPhone has gone from zero to half of Apple’s revenue in less than 4 years.

Apple reported $12.3 billion in iPhone sales last quarter, half of its overall revenue, and up 126% year-over-year.

For the first time ever, iPhone revenue didn’t shrink in the March quarter after the busy Christmas quarter before it. (Thanks in large part to launching at Verizon Wireless and SK Telecom during the quarter.)

And if you include iPod touch and iPad sales, Apple now gets about two-thirds of its revenue from iOS devices — a platform that didn’t exist 4 years ago.

But again, what’s most remarkable is how fast Apple is still growing overall as a company. At $24.7 billion in sales last quarter, Apple grew 83% year-over-year. That’s even faster than its 71% year-over-year growth during the Christmas quarter before it. Amazing.

SAI chart Apple revenue by segment March 2011

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Source: http://www.businessinsider.com/chart-of-the-day-app-store-projections-2011-4

Apple’s iPhone app lead over Android will disappear by the end July says app analytics firm Distimo after analyzing the latest data on app store growth.

It extrapolated the chart below from month over month growth rates of app stores. You can see the gap between Android and iPhone closing to 40,000 by the end of June. At the end of July, they will be equal.

chart of the day, app store projections, april 2011

For the latest tech news, visit SAI: Silicon Alley Insider. Follow us on Twitter and Facebook.

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