Christmas Seals Smartphone Surge

In 2011, Apple’s App Store is on pace to exceed 10 billion downloads, which will double the cumulative number of downloads earned across 2008, 2009 and 2010, according to Flurry Analytics. Android Market reached more than 10 billion cumulative downloads in December, up from three billion in May, Flurry said. source: Flurry blog entry

RIM Predicts 12%-18% Sales Fall

RIM said it expects its revenue for the quarter ending March 3, 2012  to be between 4.6 billion and 4.9 billion US dollars on the back of BlackBerry smartphone shipments of between 11 million and 12 million units. Revenue in the equivalent quarter last year was 5.6 billion dollars and BlackBerry shipmentrs were 14.9 million.

RIM's co-CEOs said: “RIM continues to have strong technology, unique service capabilities and a large installed base of customers, and we are more determined than ever to capitalize on our strengths to overcome the recent execution challenges surrounding product launches and the resulting financial performance." source: RIM statement

Tablet Growth Tempered

Device manufacturers shipped 18.1 million media tablets into the channel in the third quarter, according to analyst firm IDC. That represents an increase of 264.5% from the same quarter last year, but is 5.8% below IDC's original forecast of 19.2 million units.

IDC said Apple had a 61.5% worldwide market share (down from 63.3% in the second quarter).  Samsung was number two with 5.6% and HP third with 5%. Barnes & Noble took the number four spot with a 4.5% market share. ASUS rounded out the top five with a 4% share. source: IDC statement

RIM Warns of Sales Stumble

RIM said it shipped approximately 14.1 million BlackBerry smartphones in the quarter ended November 26, 2011. In the equivalent quarter last year, RIM sold 14.2 million Blackberries. RIM added that it sold approximately 150,000 BlackBerry PlayBook tablets in the quarter and sell-through to end customers, based on RIM’s internal data, was higher than this amount.

However, the Ontario-based company warned that adjusted revenue in the quarter, excluding a charge against revenue of approximately 50 million US dollars related to the service outage that occurred in the quarter, is expected to be slightly lower than the previously guided range of between 5.3 billion and 5.6 billion dollars, "reflecting product mix and the impact of PlayBook sell-through programs in the quarter." In the equivalent quarter last year, RIM's sales were 5.5 billion dollars.

RIM said it is still in the process of finalizing its outlook for the current quarter, but based on preliminary estimates, RIM expects unit shipments in the fourth quarter to be below third quarter levels. source: RIM statement

HTC Now Sees Flat Q4

Smartphone maker HTC said: "Due to global macro economic downturn and market competition" it now expects its revenue in the fourth quarter of 2011 to be approximately the same as the fourth quarter of 2010. The Taiwan-based company expects that "growth will return in the first half of 2012." source: HTC statement

VimpelCom Sees Steady Growth

VimpelCom said its revenues rose 5% year-on-year, on an organic basis, in the third quarter to 6.09 billion US dollars, driven by 8% growth in Russia and 19% growth in its CIS operations. source: VimpelCom presentation

Deutsche Telekom's Revenues in Retreat

Deutsche Telekom said its revenues in its continuing operations (excluding T-Mobile USA) fell 3.9% year-on-year on an organic basis to 10.99 billion euros in the third quarter of 2011. Revenue in Germany fell 5% to 6 billion euros, while service revenues in the U.S. fell 1.8% year-on-year to 4.53 billion US dollars.

In Germany, Deutsche Telekom's fixed-line revenues fell 5.1%, while mobile revenues rose just 0.1%. Still, mobile data revenues in Germany climbed 26% year-on-year to 410 million euros. source: Deutsche Telekom presentation 

Telefónica's Sales Slip

Telefónica reported a 1% year-on-year decline in revenues in organic terms in the third quarter to 16.04 billion euros. For the first nine months of 2011, Telefónica's revenues rose 0.3% in organic terms, with a 4.9% rise in revenues in Latin America, offsetting a 7.1% fall in revenues in Spain. 

Telefónica said, that in the first nine months of 2011, "growth in mobile broadband accesses was reflected in mobile data revenues, growing at 19.6% in organic terms and accelerating with respect to previous quarters to account for 30% of Telefónica's mobile service revenues. Noteworthy was the strong increase in non-P2P SMS data revenues (+38.8% year-on-year in organic terms), which represent more than 50% of total data revenues." source: Telefonica statement