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RIM, Apple winners in 2009; Windows Phone suffers

The recently published ComScore stats give RIM good reason to celebrate the holidays, and tell an interesting story about the US smartphone market overall. These stats show two clear winners this year in the form of RIM and Apple, while the company losing out was Microsoft which experienced a stagnation of Windows Phone users.

RIM’s user population seems to have skyrocketed this year, increasing from just under 10 million in February to almost 15 million by October. Apple also saw a big gain from 5 million to just under 9 million during the same period. Meanwhile Windows Phone tread water throughout the year around the 7 million mark, as it waits long and hard for Windows Mobile 7. It’s also worth noting the Google number, which represents Android. While the numerical increase from around 400,000 to just over 1 million may not seem significant, this platform increased its user community by over 100%, which is a phenomenal growth figure.

What I find most interesting about the RIM figures is that corporate purchasing was probably pretty low this year. In fact I wouldn’t be surprised if corporate subscription growth was negative in the first half of 2009 due to companies terminating the BlackBerry accounts of fired employees. So this increase in RIM’s numbers this year tells me that it must be growing its retail consumer population successfully. If my analysis is correct then this is great news for the BlackBerry platform, which has traditionally been perceived as a corporate device. Perhaps the Love What You Do campaign has been more successful than I gave it credit for in a recent podcast!

Neil Berman

www.theonbutton.com

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Dec 18, 2009 Posted by | Analysis, Apple, Microsoft, Mobile, News | , , , , , , , , , , , | Leave a comment

   

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