The Smartphone Wars: Sprint Doubles Down on Dumb

One of my regular commenters points out an interesting article in the Wall Street Journal, Sprint Could Yet Strike Out With iPhone. “SPQR” interprets it as follows: The article states that Sprint’s cost to run the iPhone is $15.5 billion over four years. Unclear to me what that “cost” means from the article. The iPhone… Continue reading The Smartphone Wars: Sprint Doubles Down on Dumb

The Smartphone Wars: How are the mighty fallen

HP replaces the hapless Leo Apotheker in a manner not very well calculated to reassure anyone that HP has a bright future. Granted, Apotheker’s performance – typified by the now-it’s-dead-oh-maybe-not fumbling around the TouchPad – was dismal. But the new CEO’s first move was to reassure everyone that Apotheker’s cunning plan to turn HP into… Continue reading The Smartphone Wars: How are the mighty fallen

The Smartphone Wars: Alarums and Mergers

Running a cellphone network is a brutally capital-intensive business with thin profit margins, and subject to heavy regulation. Any economist will tell you that all three of these factors favor size – capital concentration confers a stronger advantage, thin margins can only yield a decent profit at high volume, and larger organizations can better afford… Continue reading The Smartphone Wars: Alarums and Mergers

The Smartphone Wars: Exit Steve Jobs

Steve Jobs resigned as CEO of Apple yesterday, handing the reins to designated successor Tim Cook. It could hardly happen at a more difficult juncture – for though Apple’s cash reserves and quarterly profits are eye-popping, the company faces serious challenges in the near future. Its strategic position rests on premises that are now in… Continue reading The Smartphone Wars: Exit Steve Jobs

The Smartphone Wars: WebOS, we hardly knew ye

The business press is abuzz today with the news that HP is pulling the plug on its WebOS smartphone and tablet lines. This won’t be any huge surprise to people who’ve been following the discussions on Armed & Dangerous; WebOS has looked terminal to us for a long time. Still…WebOS didn’t suck, technically speaking. It… Continue reading The Smartphone Wars: WebOS, we hardly knew ye

The Smartphone Wars: Not the expected surprise

I have plotted the May 2011 comScore data. There are two conspicuous things to notice about it. One is that recent rumors of an Android stallout seem utterly bogus, and the other is that Apple appears to be actually gaining some share rather than simply bouncing around 25% in a random way.

The Smartphone Wars: Rumors of demise

I’ve been chronicling RIM’s death spiral, and much more willing than most to call it as a straight-up suicide by bad planning and management, not just a “bad things happen to good companies” episode. Now comes an open letter from inside RIM describing the unforced errors in excruciating detail. In other news, the trade press… Continue reading The Smartphone Wars: Rumors of demise

The Smartphone Wars: Circling the RIM

It’s been a quiet week in the smartphone wars. The three most interesting developments are (a) stock analysts have begun hanging crepe for RIM’s funeral, (b) HP has priced its WebOS tablet to die, and (c) the iPhone 5 is now not expected in September, being constrained by iOS 5’s ship date.

The Smartphone Wars: China syndrome strikes!

A few weeks go, I reported a conversation with a Chinese-American investor who confirmed my suspicion that the next game-changer for the smartphone market is going to come out of mainland China. He wouldn’t name the company, but I think they’ve just unstealthed. ICube matches the hints he was dropping exactly.

The Smartphone Wars: The world turned upside down

It’s always a good day when you get to wield the Righteous Cluebat of Reality straight into the teeth of dogmatists and downshouters – and no, I’m not talking about being Andrew Breitbart, though I do like to think I’m at least as capable of upending smug certitudes as he is. Today’s cluebatting concerns two… Continue reading The Smartphone Wars: The world turned upside down

The Smartphone Wars: HTC rejoins the good guys

Market pressure works. In response to an outcry from customers, HTC has just annnounced that it will return to its policy of shipping handsets with unlocked bootloaders. This makes me personally happy because I’ve been a fan of HTC handsets since the G-1; I would have had to stop buying and recommending them if they’d… Continue reading The Smartphone Wars: HTC rejoins the good guys

The Smartphone Wars: Tracking userbase growth

I’ve put together a tool to visualize the smartphone market-share data comScore makes available in its monthly press releases. Readers can download both the tool and the raw data in order to check my work. And the first new visualization is quite interesting: