Posts Tagged ‘RIM’

RIP RIM Playbook

Friday, March 25th, 2011 by jrajani

The playbook was announced six months ago and is going on store shelves next month which squanders any opportunity for the company to compete against the iPad 2 which has been on the market for several weeks. The device is DOA as it will only have a wifi version in its first release and if you want to read emails from your corporate server you’ll have to tether the device to your blackberry.

RIM co-CEO Jim Balsillie said, the tablet,  ”may well be the most significant development for RIM” since the first BlackBerry was launched in 1999.  This statement is in stark contrast with analyst expectations as confidence in the long term future of the company is on a downward trajectory.

Stock for RIM opened 10% lower on Friday as the company had a negative outlook on revenues in the short term after the tablets launch.  The sell-off is “creating a buying opportunity over the next week or so,” said Youssef Zohny, a fund manager at Van Arbor Asset Management, which holds about $2.5 million of RIM stock. “However that doesn’t necessarily alleviate all the concerns on potential future growth.”

RIM needs to get the device in hands of the technology bloggers and garner positive reviews in several categories such as battery life, app availability and portability in order to achieve success in the corporate and consumer market. The promise of a tablet for the corporate world seems far when not many have seen the device and there hasn’t been much noise about the operating system either.

What are your thoughts on the performance of the stock as well as the device? Do you think the company will compete against the iPad in a substantial way or is this play in the tablet market show signs of doom for RIM?

RIM and Samsung Lead the Mobile Market

Wednesday, October 6th, 2010 by jrajani

comScore announced key trends in the U.S. mobile phone over three month average ending August 2010. The report ranks leading mobile equipment manufacturers and smartphone operating system platforms according to their share of mobile subscribers ages 13 and older. The report finds Samsung to be the top manufacturer for handsets and has 23.6% market share with RIM leading the smartphone platform with a 37.6% market share.



Top Mobile OEMs




3 Month Avg. Ending Aug. 2010 vs. 3 Month Avg. Ending May 2010




Total U.S. Mobile Subscribers Ages 13+




Source: comScore MobiLens



Share (%) of Mobile Subscribers


May-10


Aug-10


Point Change


Total Mobile Subscribers


100.0%


100.0%


N/A

Samsung

22.4%

23.6%

1.2

LG

21.5%

21.2%

-0.3

Motorola

21.2%

18.8%

-2.4

RIM

8.7%

9.0%

0.3

Nokia

8.1%

7.6%

-0.5


Smartphone Platform Market Share

55.7 million people in the U.S. owned smartphones during the three months ending in August, up 14 percent from the May period. RIM was the leading mobile smartphone platform in the U.S. with 37.6 percent share of U.S. smartphone subscribers, followed by Apple with 24.2 percent share. Google continues to gain ground in the market, rising 6.6 percentage points to capture 19.6 percent of smartphone subscribers. Microsoft accounted for 10.8 percent of smartphone subscribers, while Palm rounded out the top five with 4.6 percent. Despite losing share to Google Android, most smartphone platforms continue to gain subscribers as the smartphone market overall continues to grow.



Top Smartphone Platforms




3 Month Avg. Ending Aug. 2010 vs. 3 Month Avg. Ending May 2010




Total U.S. Smartphone Subscribers Ages 13+




Source: comScore MobiLens



Share (%) of Smartphone Subscribers


May-10


Aug-10


Point Change


Total Smartphone Subscribers


100.0%


100.0%


N/A

RIM

41.7%

37.6%

-4.1

Apple

24.4%

24.2%

-0.2

Google

13.0%

19.6%

6.6

Microsoft

13.2%

10.8%

-2.4

Palm

4.8%

4.6%

-0.2


Mobile Content Usage

In August, nearly 67 percent of U.S. mobile subscribers used text messaging on their mobile device, up 1.4 percentage points versus the prior three month period, while browsers were used by 34.5 percent of U.S. mobile subscribers (up 2.6 percentage points). Subscribers who used downloaded applications comprised 32.3 percent of the mobile audience, representing an increase of 2.3 percentage points from the previous period. Accessing of social networking sites or blogs increased 1.7 percentage points, representing 22.5 percent of mobile subscribers, while listening to music inched 0.4 percentage points, representing 14.7 percent of subscribers.



Mobile Content Usage




3 Month Avg. Ending Aug. 2010 vs. 3 Month Avg. Ending May 2010




Total U.S. Mobile Subscribers Ages 13+




Source: comScore MobiLens



Share (%) of Mobile Subscribers


May-10


Aug-10


Point Change


Total Mobile Subscribers




100.0%


100.0%


N/A

Sent text message to another phone

65.2%

66.6%

1.4

Used browser

31.9%

34.5%

2.6

Used downloaded apps

30.0%

32.3%

2.3

Played games

22.5%

23.0%

0.5

Accessed social networking site or blog

20.8%

22.5%

1.7

Listened to music on mobile phone

14.3%

14.7%

0.4


Source: comSocre

Apple Lagging Behind RIM in the US Mobile Market

Thursday, September 16th, 2010 by jrajani

According to the latest key trends report from Comscore the US mobile industry found Samsung to be the top handset manufacturer with 23.1% of the market share and RIM lead the smartphone platform with a 39.9% of the market on average for the period ending July 2010 as compared to the past three-month average.

Device manufacturer Samsung ranked as the top OEM with 23.1% of U.S. mobile subscribers, up one percentage point from the preceding three month period. LG ranked second with 21.2 percent share, followed by Motorola (19.8 percent share), RIM (9.0% share, up 0.6% points) and Nokia (7.8% share).

  Top Mobile OEMs
  3 Month Avg. Ending Jul. 2010 vs. 3 Month Avg. Ending Apr. 2010
  Total U.S. Mobile Subscribers Ages 13+
  Source: comScore MobiLens
  -------------------------

                                 Share (%) of Mobile
                                     Subscribers
                                   -------------------
                                                  Point
                           Apr-10     Jul-10     Change
                           ------     ------     ------
  Total Mobile
   Subscribers               100.0%     100.0%       N/A
  ------------               -----      -----        ---
  Samsung                     22.1%      23.1%       1.0
  -------                     ----       ----        ---
  LG                          21.8%      21.2%      -0.6
  ---                         ----       ----       ----
  Motorola                    21.6%      19.8%      -1.8
  --------                    ----       ----       ----
  RIM                          8.4%       9.0%       0.6
  ---                          ---        ---        ---
  Nokia                        8.1%       7.8%      -0.3
  -----                        ---        ---       ----

  Smartphone Platform Market Share

53.4 million people in the U.S. owned smartphones during the three months ending in July, up 11% from the corresponding April period. RIM was the leading mobile smartphone platform in the U.S. with 39.3% share of U.S. smartphone subscribers, followed by Apple with 23.8% share. Google saw significant growth during the period, rising 5.0 percentage points to capture 17.0 percent of smartphone subscribers. Microsoft accounted for 11.8 percent of Smartphone subscribers, while Palm rounded out the top five with 4.9 percent. Despite losing share to Google Android, most smartphone platforms continue to gain subscribers as the smartphone market overall continues to grow.

  Top Smartphone Platforms
  3 Month Avg. Ending Jul. 2010 vs. 3 Month Avg. Ending Apr. 2010
  Total U.S. Smartphone Subscribers Ages 13+
  Source: comScore MobiLens
  -------------------------

                                 Share (%) of Smartphone
                                       Subscribers
                                 -----------------------
                                                    Point
                             Apr-10     Jul-10     Change
                             ------     ------     ------
  Total Smartphone
   Subscribers                 100.0%     100.0%       N/A
  ----------------             -----      -----        ---
  RIM                           41.1%      39.3%      -1.8
  ---                           ----       ----       ----
  Apple                         25.1%      23.8%      -1.3
  -----                         ----       ----       ----
  Google                        12.0%      17.0%       5.0
  ------                        ----       ----        ---
  Microsoft                     14.0%      11.8%      -2.2
  ---------                     ----       ----       ----
  Palm                           4.9%       4.9%       0.0
  ----                           ---        ---        ---

  Mobile Content Usage

In July, 2 out of 3 U.S. mobile subscribers used text messaging on their mobile device, up 1.4 percentage points versus the prior three month period, while browsers were used by 33.6 percent of U.S. mobile subscribers (up 2.5 percentage points). Subscribers who used downloaded applications comprised 31.4 percent of the mobile audience, representing an increase of 1.6 percentage points from the previous period. Accessing of social networking sites or blogs increased 1.9 percentage points, representing 21.8 percent of mobile subscribers.

  Mobile Content Usage
  3 Month Avg. Ending Jul. 2010 vs. 3 Month Avg. Ending Apr. 2010
  Total U.S. Mobile Subscribers Ages 13+
  Source: comScore MobiLens
  -------------------------

                                 Share (%) of Mobile
                                     Subscribers
                                   -------------------
                                                  Point
                           Apr-10     Jul-10     Change
                           ------     ------     ------
  Total Mobile
   Subscribers               100.0%     100.0%       N/A
  ------------               -----      -----        ---
  Sent text message to
   another phone              64.6%      66.0%       1.4
  --------------------        ----       ----        ---
  Used browser                31.1%      33.6%       2.5
  ------------                ----       ----        ---
  Used downloaded apps        29.8%      31.4%       1.6
  --------------------        ----       ----        ---
  Played games                22.4%      22.3%      -0.1
  ------------                ----       ----       ----
  Accessed social
   networking site or
   blog                       19.9%      21.8%       1.9
  -------------------         ----       ----        ---
  Listened to music on
   mobile phone               13.8%      14.5%       0.7
  --------------------        ----       ----        ---

Source: Comscore