Microsoft making strong progress in Phones and Tablets
Microsoft's mobile push is winning. Take a look
(Gartner quarterly WP sales vs Quarterly MAU of the built-in Facebook app added, Q4 2012 sales predicted)
It seems Windows Phones have continued to fly of the shelves, and in Nokia’s case as fast as they can make them.
Our proxy numbers, monthly active Facebook users, have continued to soar in the month of December, adding half a million MAU in December and more than 1 million in Q4 2012. This compares to 100,000 added in December last year and 250,000 for the whole Q4 2012. It seems sales have held true to Microsoft’s earlier estimate of being 4 times as fast as last year.
Translating that into actual devices sold, that would correlate to around 7.4 million handsets sold this quarter. up from 4.05 million sold in Q3 2012, which is a rather healthy boost. On the other hand in that quarter only 550 thousand MAU of the built-in Facebook function was added, vs more than a million in this quarter, indicating that there are definitely more new phones in more hands.
Now we have seen some who doubt the correlation between added Facebook users and Quarterly sales according to Gartner (who claims to measure handsets sold to consumers rather than shipped devices), so we went to the trouble of working out the R-value of our data from Q2 2011 to Q3 2012, and the result is 0.92, which is pretty close to a straight 1:1 correlation.
We chose to use numbers from Q2 2011, as that was, according to Gartner, from then no significant numbers of Windows Mobile handsets were sold, which would of course have messed up the correlation.
See the data below:
Quarterly Added MAU FB WP Gartner Quarterly WP sales Ratio
Q2-2011 209855 1723800 8.2
Q3-2011 189778 1707900 9.0
Q4-2011 248607 2759000 11.1
Q1 2012 457143 2712500 5.9
Q2 2012 571429 4087000 7.2
Q3 2012 549206 4058200 7.4
Q4 2012 1022222 7432300 (Predicted) 7.3
Note this does not necessarily mean Nokia will boast large sales on the 24th of January. We know from other sources that some of the best selling handsets were Nokia Lumia 800 phones which Nokia must have shipped 3 quarters ago and Nokia Lumia 610s which shipped in Q3. However developers do not care about shipments but phones in the hands of potential customers, and from the data available it seems that market just grew by close to 30% this quarter.
The iPad Domination
Research firm Chitika measured ad impressions from various manufacturers’ devices in the pre-Christmas week and found that 87 percent of the tablet web traffic in North America was generated by an iPad somewhere. That effectively means that for every 100 iPad impressions, all other tablets combined only have 14.75. Putting it further into context, Venture Beat postulated that for every 100 web page views on an iPad, an Amazon (NASDAQ:AMZN) Kindle Fire gets 4.88, a Samsung (SSNLF.PK) Galaxy gets 3.04, the Google (NASDAQ:GOOG) Nexus gets 1.22, and a Microsoft (NASDAQ:MSFT) Surface gets 0.22.