According to an investment note from Credit Suisse’s Kulbinder Garcha, RIM’s sales of BlackBerry smartphones at AT&T peaked in June and are likely to drop as AT&T focuses on promoting the iPhone.
Garcha believes that the decrease in sales could be substantial enough that RIM would loose influence and sales at AT&T which is where RIM does around 25 to 30 percent of its sales.
In my experience, BlackBerry users stay BlackBerry users, but new users won’t have this loyalty and may look more seriously at other options, including the iPhone, especially as it gains more support in the enterprise. It will be interesting to see if BlackBerry’s upcoming Storm touchscreen smartphone will change things at all when it’s released.
The may be a bit biased, but Sony Pictures Home Entertainment said that they expect by sometime in 2011 that sales of Blu-ray movie will surpass DVD sales.
They also expect that by the end of 2008 Blu-ray sales will grow to 25 percent, up from just 9 percent at the end of last year.
Although Sony Pictures only released 122 of their 650 videos on Blu-ray in the US, that number will continue to grow as penetration of Blu-ray players grows.
Sales of Blu-ray players in the US has grown 400% in the US and by 600% in Europe in the first half of 2008, so it’s on its way.
Their estimate of Blu-ray outselling DVD by 2011 could very well be accurate, but if streaming video continues to gain momentum it could be a moot point.
Today Apple announced that during their third quarter they posted revenue of $7.46 billion and a net quarterly profit of $1.07 billion.
During the announcement, Apple chief Steve Jobs said that it was the their “best June quarter for both revenue and earnings in Apple’s history…we set a new Mac sales, we think we have a real winner with our new iPhone 3G, and we’re busy finishing several more wonderful new products to launch in the coming months.”
Some other highlights from the conference call included:
- 38% grown in revenue over previous year-ago quarter
- Highest quarterly Mac shipments ever
- Apple’s share of total personal computers up to 19.5% in June
- Best Mac quarter ever in US education
- 11 million iPods sold; up 12% from a year ago
- 1 million iPhone 3Gs sold in just three days
- More than 900 applications now available in the App Store with 20% being free and 90% costing less than $10
- Over 25 million apps downloaded from App Store so far
- At retail stores, 476,000 Macs were sold with half going to new Mac customers
- More new products coming this year (nothing specific was mentioned)
- 170 Best Buy stores were added bringing the total to 570 that carry Mac’s, with the total expected to hit 600 by the end of summer
[Via Mac Rumors]
Nintendo has finally been able to manufacturer and ship enough Wii’s to the US to allow the console to push past the Microsoft Xbox 360 as the leader in next-gen console sales with 10.9 million sold as of June (compared to 10.2 for the Xbox 360).
In the month of June alone Nintendo managed to sell 666,700 units!
In the same month, the Xbox 360 sold 219,800 units and Sony’s PlayStation 3, currently in third place in total US sales, sold 405,000 units (thanks in no small part to the release of the latest Metal Gear tile, Metal Gear Solid 4: Guns of the Patriots).
This morning Apple announced that since the iPhone 3G went on sale last Friday in 21 countries they have already sold 1 million of the devices and 10 million applications and games from the App Store.
Apple CEO Steve Jobs points out that the first version of the iPhone took 74 days to hit the same 1 million sold mark. But, for some perspective, that launch was US-only initially so comparing the two is a bit of a marketing spin, but 1 million sold is still 1 million sold and there’s no arguing that it’s an impressive number.
Even yesterday there were still 30-60 mine lines at many Apple stores for those still waiting to buy their own iPhone 3G.
By next weekend I wonder what the number sold will be. 1.5 million? 2 million?
[Via Ars Technica]
Sure, the Nintendo Wii is still outselling the other gaming consoles, but in Japan Sony’s PlayStation 3 is starting to close the gap (at least for now).
In May the Wii outsold the PS3 by a difference of 6-to-1, but in June that difference had closed to 1.7-to-1, no small feat for those facing the tiny, plastic juggernaut that is the Wii.
The most significant reason for the change is probably the release of Metal Gear Solid 4, the forth installment in the highly successful Metal Gear Solid series of games, which has been receiving very positive reviews.
Retail market watcher NPD Group is reporting that cell phone sales were down 22% in the first quarter compared to the same quarter last year.
If I’m reading this correctly, it’s also saying that it’s the first time sales have fallen between the busy holiday quarter and the first quarter.
RIM isn’t so concerned since they actually increased their sales and edged out Sanyo to become the fifth largest cell phone manufacturer.
Here’s how things break down:
- Motorola: 27%
- Samsung: 18%
- LG: 17%
- Nokia: 8%
- RIM BlackBerry: 5%
Not making the list was Apple, but don’t feel bad for the Cupertino-based company–I think they’ll be okay. In the nine months up to March of 2008 they managed to sell 5.4 million iPhone’s. Pretty good for a new player in the highly competitive cell phone industry.
According to Sony their PlayStation 3 has sold more than 5 million units in Europe and has been besting the Xbox 360 in sales since October.
Games consultant Nick Parker says “the PlayStation has held out remarkably well over the last 18 months despite the press slating it because of the price People got behind the brand.”
“The PS3 is far more mass market than 360, which has gone for traditional adult males – and that does not go down well in continental Europe.”
He said consumers in Europe had “never gotten over the design ethos of the original Xbox.”
Sony’s gamble on including a Blu-ray drive in the console seems to have paid off.
David Reeves, president and CEO of Sony Europe, says that in addition to passing the 5 million unit mark in PS3 sales the company has also sold 12 million PSP’s and 48 million PS2’s in Europe.
After defeating HD DVD in the HD disc format wars in February it was easy to assume that Blu-ray sales would be free to take off.
Free to, yes. Take off? Not quite.
According to a NPD Group study, US sales of standalone Blu-ray players feel 40 percent from January to February, then increased just 2 percent in March.
The NPD concluded that consumers perceive little quality increase over standard DVDs and as a result aren’t willing to spend the money on it. Some of the slumping numbers could also be the result of a slowing economy as well as HD downloads offered by Microsoft on their Xbox 360 console and Apple with their Apple TV product.