The smartphone war in five charts.

Following the last few weeks of earnings reports and today's earnings release from Apple, it's obvious that not having a fresh iPhone model has hurt Apple.  Adding information from Google's own releases of daily activations, there's not much hope that Apple can regain smart phone market share.  I give you chart #1.

Last week, Nokia released its earnings report, showing that as its Symbian sales ended, its Windows Phone sales continued to increase at a fairly steady rate for three straight quarters.  Nokia seems to have some hope, right?  I give you chart #2.

The problem is, their smart phone sales pales in comparison to just two years ago, and they're not making money.  I give you charts #3, #4.

So, if you look closely, Nokia sold 7.4M phones in the last quarter.  Reportedly responsible for 80% of all Windows Phone sales.  Extrapolated, that means that only 9.25M Windows Phones were sold in the last quarter.  Take into account Blackberry's last quarterly report of 6.8M smart phone sales, and I give you chart #5.

Any rational person could tell you that Google has conquered mobile, insofar as smart phone platforms go.  But the problem for Google is, that they've got this great market share, yet their earnings growth in mobile advert doesn't seem to match -- they've not yet figured out how to capitalize on mobile.  Not that anyone else has figured out how to capitalize on mobile via advertising, but this is (advertising) their bread and butter.