Tuesday, March 6, 2012

comScore US January 2012: MSFT is disappearing.

comScore's January 2012 US mobile report is out, and well, it's looking very grim for Microsoft.

Top Smartphone Platforms
3 Month Avg. Ending Jan. 2012 vs. 3 Month Avg. Ending Oct. 2011
Total U.S. Smartphone Subscribers Ages 13+
Source: comScore MobiLens
Share (%) of Smartphone Subscribers
Oct-11Jan-12Point Change
Total Smartphone Subscribers100.0%100.0%N/A
Google46.3%48.6%2.3
Apple28.1%29.5%1.4
RIM17.2%15.2%-2.0
Microsoft5.4%4.4%-1.0
Symbian1.6%1.5%-0.1

I did not think it would happen this dramatically, but WP is clearly failing.  There's no Nokia difference in the numbers, in the US, period.  It appears to highlight the massive risk that I outlined previously, in which Steve Ballmer is betting the farm (desktop OS) on mobile, by pushing MetroUI on Windows8.

The really bad news: Not a single month since Windows Phone has come out, has Microsoft's market share bumped up, even if temporary; it's been downhill from Day 1.  Don't get me wrong: Biggest loser here is RIM.  But Microsoft now commands less than half of the market share it had, the month BEFORE it started selling WP phones.



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