Friday, November 4, 2011

Sept 2011 ComScore US wireless: Android *still* growing

ComScore released September 2011 US wireless market share numbers, and Android continues to increase market share.

Top Smartphone Platforms
3 Month Avg. Ending Sep. 2011 vs. 3 Month Avg. Ending Jun. 2011
Total U.S. Smartphone Subscribers Ages 13+
Source: comScore MobiLens
Share (%) of Smartphone Subscribers
Jun-11 Sep-11 Point Change
Total Smartphone Subscribers 100.0% 100.0% N/A
Google 40.2% 44.8% 4.6
Apple 26.6% 27.4% 0.8
RIM 23.5% 18.9% -4.6
Microsoft 5.8% 5.6% -0.2
Symbian 2.0% 1.8% -0.2

Consider that, from the month before WP7 was released in the US last November, Microsoft's US market share has declined 42% (-4.1 percentage point change), while Android's market share has increased 91% (+21.3 percentage point change).

But WP7's decline has slowed dramatically this Summer.  Is there a glimmer of hope that WP will stop bleeding and start growing, now that Mango is out, and new phones will be introduced?  Maybe.  Although it seems more likely that what WP will do, is replace RIM as the third platform.

RIM, you see, is rapidly disappearing.  In one year, will there even be a RIM?  Bloomberg noted yesterday that RIM's stock price briefly dropped below its book value (market capitalization is worth less than its total assets).

No comments: