Source: http://www.engadget.com/2011/10/06/comscore-android-extends-lead-over-apple-holds-44-percent-of-s/

Gather ’round, everyone, because a fresh batch of ComScore numbers has just arrived. According to the research firm, Android remains in firm control of the smartphone platform market, commanding 43.7 percent, followed by Apple (27.3 percent) and RIM (19.7 percent). In fact, Google extended its share by nearly two points over last month’s figures, while Apple’s iOS grew by just 0.3 points, but further distanced itself from RIM, which now sits 7.6 points behind. On the manufacturing side of the equation, Samsung remains top dog, accounting for 25.3 percent of all mobile subscribers (including both smartphone and feature phone users), followed by LG (21 percent) and Motorola (14 percent). Apple, meanwhile, sits a distant fourth, at 9.8 percent, followed by RIM, which rounds out the top five with 7.1 percent market share. Number crunchers can find more fodder in the full PR, after the break.

Continue reading ComScore: Android extends lead over Apple, holds 44 percent of smartphone market

ComScore: Android extends lead over Apple, holds 44 percent of smartphone market originally appeared on Engadget on Thu, 06 Oct 2011 07:27:00 EDT. Please see our terms for use of feeds.

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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://www.businessinsider.com/chart-of-the-day-ios-vs-android-2011-7

According to mobile analytics firm Flurry, developer support for Android has been waning despite its incredible growth.

Flurry tracks the activity of 45,000 developers who have built 90,000 different applications. Every time a developer starts a new project, Flurry knows which platform the developer is working on. 

As you can see below, a smaller share of developers started Android projects in the second quarter of the year than the first. Flurry speculates the change was driven by the Verizon iPhone and the popularity of the iPad 2.

Whatever the reason, it’s good news for Apple.

chart of the day, new project starts, ios vs android, july 2011

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Source: http://www.businessinsider.com/chart-of-the-day-rim-htc-2011-6

When Steve Jobs unveiled the iPhone on Jan. 9, 2007, the mobile industry changed forever. All of a sudden, software and user interfaces mattered on mobile devices. It was a turning point for many companies.

Some, like Palm and Motorola, started to crash almost immediately. Others, like Nokia, took longer.

Research In Motion, which makes BlackBerry devices, actually did very well for a long time, capturing a lot of the market with email- and messaging-focused phones, strong carrier promotion, and a solid corporate base.

But RIM has suffered recently as it has been unable to compete with Apple and Google Android in the lucrative high end of the smartphone market. Its growth has been coming from selling cheaper phones overseas, and U.S. carriers aren’t promoting RIM devices like they used to.

Meanwhile, Taiwan-based HTC has been one of the more exciting stories in the industry. It made an early bet on Google Android and has been riding it to success. Earlier this year, HTC passed RIM in market cap. (Data courtesy Capital IQ.)

Continued success isn’t guaranteed for HTC, of course. Samsung has been rising fast in the Android market, and HTC still hasn’t shown it’s going to be a threat in the tablet business.

But it seems to be in much better shape than RIM, which is struggling to stay relevant in the early stages of a big, risky platform change — as it moves away from the old BlackBerry software to a new OS called QNX.

RIM HTC market cap since January 2007

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Source: http://www.businessinsider.com/chart-of-the-day-ben-horowitz-tech-valuations-2011-6

The valuations of internet-based companies have significant room for growth in the next decade, argues venture capitalist Ben Horowitz for the Economist.

To understand why, Horowitz produced the three charts below. As you can see, the “Internet Cycle” is due for a massive explosion in the next ten years based on historical trends. 

He says that major technology cycles generally last 25 years, with the “bulk of the purchases” happening the last 5-10 years as late adopters sign on. Using this as a frame of reference he says we are “poised to hit the major adoption wave for the Internet technology platform over the next 8 years.”

This isn’t just idle chatter from Horowitz, either. His VC firm Andreessen Horowitz raised almost $1 billion to invest in this next wave.

chart of the day, tech valuations, june 2011

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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-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-ipod-touch-apple-android-share-2011-4

Google Android has come out of nowhere in the last couple of years to kick Apple’s butt in smartphone market share

One common rebuttal among Apple fans has always been something like, “yeah, well, add the iPod touch to Apple’s iPhone numbers, and you’ll see a different story.”

It’s true. Adding the iPod touch does make Apple’s iOS shipments and market share bigger than if you ignore it, and it narrows the gap with Android.

But it made a much better argument a year ago.

In fact, because the smartphone market, Google Android, and even the iPhone are all growing much faster than Apple’s iPod touch business, adding the iPod touch to Apple’s iPhone stats actually makes iOS’s market share smaller than it was a year ago.

Specifically, while the smartphone market nearly doubled year-over-year in Q4 to about 101 million units, according to Canalys, the iPod touch only grew 27% year-over-year to about 10 million units.

Yes, the iPod touch makes Apple’s iOS relatively bigger, and is important for the iOS app platform, especially for gaming. But it doesn’t help the market share growth argument versus Android, because everything else is growing much faster than the iPod touch. (See data table below.)

This chart shows Android’s market share soaring from Q4 2009 to Q4 2010, whether the iPod touch is included in the overall market or not. Apple’s market share is significantly higher when the iPod touch is included, and the gap with Android is smaller. But the iPod touch actually hurts Apple’s market share growth year-over-year.

SAI chart Android iPhone iOS market share iPod touch

SAI data Android iPhone iOS market share iPod touch

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Source: http://techcrunch.com/2011/03/29/angelpad-round-two/

Last August, we broke the news that a new startup incubator was about to launch that was run by seven ex-Googlers, AngelPad. By November, the initial class of eight startups were ready to launch. Today, barely four months later, class number two is ready to be unveiled. And this time there are thirteen of them. At this rate, to quote the best line in Jaws, they’re “gonna need a bigger boat”.

The fact that the class was whittled down to even thirteen is impressive, as the AngelPad team had several hundred applications to go through this time, co-founder Thomas Korte tells us. And while many in the initial class also featured fellow ex-Googlers, this group is more diversified (though the Google blood still runs deep with a number of them).

Below, find a brief description of the 13:

Shopobot

Shopobot is all about leveraging your social graph to make better purchasing decisions. Say you want to buy a camera, but want advice you know will be unbiased, the best way is to ask your friends. Shopobot allows you to easily find that information on their site, alongside a timeline of a product’s price on Amazon (these are much more volatile than you may think). They’re also focusing on creating useful widgets for other sites that get around the “banner blindness” issue which most shopping widgets lead to.

Astrid

Astrid makes mobile applications that allow you to easily share and collaborate on tasks. This is ideal for groups because everyone in the group can be assigned something to do, and make it known once it’s done. And unlike some other collaboration software, the interface is super simple. From a broader perspective, the idea is to inspire others to join you in doing certain things — ideas you get from reading a book or a blog post. They have a button to make this all easily shareable. The team already has 1.7 million downloads on Android and now they’re coming to iOS.

Hopscotch

Hopscotch is a service built around the idea of extending the current abilities of QR codes. Right now, you scan a code and you’re often just taken to a website about a product. These guys want to create a web browser for the real world, meaning that all physical objects can have elements that show up when scanned. If you scan a QR code on a concert poster, your social graph should know that you’re into that band, and maybe one of your friends would like to go to that show with you. While the core idea is based around QR codes right now (both existing ones and new ones that they’ll help others create), eventually the plan is to get into NFC or image recognition as those technologies mature.

Cloudbot

Cloudbot calls themselves the “cloud command line”. What that means is that their aim is to be one app (both mobile and web) that allows you to easily interact with many other apps and services. You might enter in “call XXXXX” and you’ll it will call the friend’s name you entered. Or you might enter “gram XXXXX” and it will show you the Instagram photos from that person. And it uses real world data. If you type “eat with XXXXX”, the app will look at your location and the location of the friend you entered and find a good place near both of you. Currently, they have 24 integration points with various apps/services and more are coming.

Kismet

Kismet is a mobile dating site focused on real identity and real photos. The founders note that most dating sites are a sea of faces, but most are false advertising. And many mobile dating experiences right now skew towards the sleazy side of things. Kismet aims to be a more natural dating app with women in particular in mind. They look at locations you actually go to and pictures you actually take on other social networks to provide a real profile for yourself (naturally tide into your real Facebook identity as well). The idea is that where you spend a lot of your time and what you do already says a lot about you, Kismet just surfaces it for potential dates to see.

Splash

Splash is a new social plug-in for mobile games (first for the iPhone, then for Android). It’s essentially a social platform that developers can have include in their gaming apps as an always one-touch-away overlay. When touched, it shows you your friends also playing games online and allows you to interact with them. You can also send gifts (virtual goods) this way, get notifications, and make announcements. On the developer side of things, there is a dashboard to help you keep track of all of the data flowing in. Unlike Apple’s Game Center and OpenFeint which focus on leaderboards, they focus on the social layer in realtime.

Crittercism

Crittercism provides a way for developers to monitor bugs and crashes in their mobile apps. If you read over reviews in the App Store, you’ll see that many are actually bug reports — Crittercism has a way to hopefully stop that from happening as they monitor issues in realtime and provide a simple way for a user to provide feedback through their own channel. The service gets baked into the app by the developer before launch and resides in a place that a user can access and share issues (either anonymously or with a Crittercism profile). And problems are automatically tracked and emailed back to developers. The platform is already up and running on five hit apps and while it seems like something that Apple or Google could eventually offer, Crittercism’s view is a cross-platform one that very easy for developers to work with.

Stickery

Stickery makes learning-based games for kids. But while that’s already a crowded market, their twist is that there games are actually data-driven. As in, after kids play the games, reports are sent back to parents to let them know what areas the children need help with and what they excel in. “We are focused on the post-game highlights,” is how they put it. And while this seems like it could be a platform play, the team is also committed to making their own fun games. Right now they have one with seven more planned.

LocBox

LocBox looked at the crowded daily deal space and saw a big problem: customer retention rates. Because there are so many different deal services that people are trying out, everyone seems to be only partially committed to it. LocBox aims to simplify the experience by giving everyone an important cool to keep customers: an iPad. That is, they give merchants an iPad loaded with their CRM software to reduce the friction for trying out and sticking with their system — and also for customers using it.

CompanyLine

The easiest way to think of CompanyLine is as a sort of Facebook Groups for business. But a key part of it is the nice integration they have with other services like WebEx and Dropbox. It works so well that AngelPad themselves apparently use it now internally over the old way of doing things: Google Groups (again, these are ex-Googlers we’re talking about). The name is drawn from the idea that the way companies collaborate today is sort of like phone line switchboards in the 1950s. They want to change that.

Feedgen

Feedgen is a sales lead platform that utilizes social elements. They note the disconnect between marketing and sales — the amount of leads brought in by marketing don’t end up meaning much. But leads can come from elsewhere: enter social networks. Another key is the UI. They use the familiar inbox style to manage leads. You can think of it as a “priority inbox” for leads, they note (referencing Google’s newish system for ranking email in Gmail).

Coverhound

Coverhound is simply online insurance shopping that works. “It’s a complete scam right now,” the founders say pointing to how much of what you see online is little more than bait. And that shows on the other end as something like 300 leads are needed to sign just one new person up for a policy. Coverhound changes the dynamic by being a filter for both sides. They take customers basic information (name, address, email) and pull up information about them from third parties that is then used to serve up accurate estimates from the insurance companies. It’s sort of like Kayak for car insurance.

SecondLeap

SecondLeap is a search engine for people who want to change careers. It’s not about career advancement, it’s about people looking to make a true total change. The service show those people what the potential impact is in terms of years needed for a new career and what the financial impact will be. If it’s determined that the career change will be a good one, SecondLeap helps the user find the right school and loan to make the change happen.

Information provided by CrunchBase


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Source: http://techcrunch.com/2011/03/29/stocktwits-continues-to-expand-steals-vp-david-putnam-from-yahoo-finance/

StockTwits, a realtime platform for stock traders to share information, has been undergoing a rapid growth spurt of late. According to Quantcast, 465,000 people are now visiting the site per month, which means the company has more than doubled its visitors since early December, when less than 200,000 were checking in to share and trade. This seems largely due to the service’s continuing evolution beyond its TweetDeck roots and creation of its own true investor ecosystem chalk full of video, news and charts — all enabled by an AIR app.

What’s more, the company announced in December that Yahoo would begin pulling data from the StockTwits API and adding it to individual stock pages, complementing the similar deals it had already forged with CNN, MarketWatch, and Bloomberg.

And now it seems that, while Yahoo is pulling data from its API, StockTwits has been busy pulling senior executives from Yahoo’s staff. (I guess turnabout is fair play?) In yet another victory for a company not named Yahoo, David Putnam, who for the past five years has been responsible for global product strategy and management at Yahoo, announced on his blog today that he will be joining StockTwits on April 1 as VP of Product.

This comes on the heels of StockTwits hiring Chris Bullock as its new VP of Corporate Services. Bullock was formerly the senior managing director for global investor relations services at NASDAQ and is charged with bringing investor relations departments to the StockTwits ecosystem.

Putnam, for one, sees a bright future for the up-and-coming stock conversation curator, saying, “StockTwits is big, getting bigger, and going to be huge”. In leaving Yahoo Finance, Putnam is stepping away from, in his words, “the largest financial website in the world”, which he helped to grow to 45 million users a month. Aside from Yahoo’s notorious (and seemingly never-ending) struggles, that’s no easy feat. If StockTwits is hoping to one day take on the big players like Yahoo, nabbing the company’s execs is a great way to start.

As Putnam turns his sights to “helping build the biggest financial idea network in the world”, it will be important for the company to remain focused on building a rabid community and not monthly site traffic.

Investor relations will be a big area for StockTwits going forward, as quite a few companies have started using the service to disseminate information among investors and answer their questions. As part of its features, StockTwits distributes companies’ messages to Bloomberg, Yahoo! Finance, CNN Money and Bing Finance, a big selling point for many companies. If the service can continue to add to its investor relations, we all may be StockTwitting in the near future.


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