I think this is a great start for Microsoft. Windows Phone 7 is awesome.
Microsoft Shipped 2 Million Units of Windows Phone 7 Software Last Quarter
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Re: Microsoft Shipped 2 Million Units of Windows Phone 7 Software Last Quarter
#32Earlier quoted context omitted.
Facebook for Android has close to 1 Million users, does that mean Android has sold 1 Million handsets (It has 300,000 activations everyday). I think assuming that everyone in this world is on Facebook is a wrong assumption.
But Microsoft made an active decision to integrate WP7 with Facebook. Beyond that their marketing for the phone revolves entirely around social {or more accurately keeping up with your social network without spending your whole life doing so) CNN even had an article entitled "WP7 is the real Facebook Phone" ( http://articles.cnn.com/2010-10-15/tech/windows.phone.facebo... ) Put another way WP7 is to Facebook as Googl…
Do the numbers you're quoting include the people using Facebook through that built-in integration (the People hub)? Or do they only count the dedicated Facebook app?
Re: Microsoft Shipped 2 Million Units of Windows Phone 7 Software Last Quarter
#33At $8-$15 per license they are charging, thats $16-$30M. They still have some ground to make up on the $1B or so dropped on the Kin. Does not seem like this can ever be a profitable business for them - especially compared to the $149-$499 they get per Office license.
> They still have some ground to make up on the $1B or so dropped on the Kin. Did they really spend $1B on the Kin? Do you have a breakdown on what they spent that much money on?
$500M spent to buy Danger in 2008 plus assumption of debt and the $260M write down they later took on discontinuing the Kin in 2008. So probably around $.75B - that is still a ton of phone licenses they would need to sell to recoup.
And that isn't even taking into account the R%D spent on the Windows 7 phone, which they are said to spend $400M on marketing for.
If Apple was only selling OS licenses for the 14M iPhone4's it shipped at MS's price, they would only have made $112M-210M in revenue.
http://gorumors.com/business/microsoft-kin-revenue-loss/6154... http://techcrunch.com/2010/08/26/microsoft-half-billion-doll...
Re: Microsoft Shipped 2 Million Units of Windows Phone 7 Software Last Quarter
#34Earlier quoted context omitted.
Yeah, 2 million shipments over 3 months is around 33,000 a day, which is only 10% (or less, given Android's accelerating growth) of the activations that Google sees. And of course, not all those shipments are activations. I wonder if they're not telling us about the activation numbers out because they're too low? Why else hide that information that every other company is bragging about? Not a quarter goes by where Ap…
Because most of these are bundle deals to HW makers. Samsung buys 10M OEM licenses for Windows7 for netbooks and MS throws in 1M Win7 phone licenses for free to make it's numbers look good. It's like newspapers handing out free copies to hotels to boost their circulation figures.
Evidence?
Re: Microsoft Shipped 2 Million Units of Windows Phone 7 Software Last Quarter
#35Microsoft can't build the kind of developer community that Google and Apple have. The interface is smooth, and the Zune Pass is great, but there has to be more.
Re: Microsoft Shipped 2 Million Units of Windows Phone 7 Software Last Quarter
#36Earlier quoted context omitted.
Because most of these are bundle deals to HW makers. Samsung buys 10M OEM licenses for Windows7 for netbooks and MS throws in 1M Win7 phone licenses for free to make it's numbers look good. It's like newspapers handing out free copies to hotels to boost their circulation figures.
Evidence?
From when do you need evidence to bash Microsoft and get modded up? Idle speculation is good enough.
Re: Microsoft Shipped 2 Million Units of Windows Phone 7 Software Last Quarter
#37At $8-$15 per license they are charging, thats $16-$30M. They still have some ground to make up on the $1B or so dropped on the Kin. Does not seem like this can ever be a profitable business for them - especially compared to the $149-$499 they get per Office license.
Well, there's a 30% cut of the Marketplace sales but that's not going to amount to much as well.
However, they're building out a platform and asking for profits with the first quarter of sale is too much.
Microsoft always plays for the long haul, think about initial versions of Windows, XBox. On Xbox lost a ton of money initially but now is definitely profitable and making back the money spent.
Investing in Windows Phone is better for MS than just sitting on tens of billions of cash. It's good for us because it fosters competition even if you use other platforms. With your kind of thinking, no project would even get a start.
Re: Microsoft Shipped 2 Million Units of Windows Phone 7 Software Last Quarter
#38At $8-$15 per license they are charging, thats $16-$30M. They still have some ground to make up on the $1B or so dropped on the Kin. Does not seem like this can ever be a profitable business for them - especially compared to the $149-$499 they get per Office license.
They're in this the same reason Google is... ad revenue. Money on licenses may be to help keep OEM skin in the game.
Related, but not quite the same, is something I learned at my first startup. Don't do enterprise pilots for free. Without some skin in the game the enterprise is a lot less likely to assist in making the pilot work. When there's even a small fee, they seem to be a lot more willing to view it as something they also need to make work.
Re: Microsoft Shipped 2 Million Units of Windows Phone 7 Software Last Quarter
#39I have the HTC Trophy from Vodafone here in New Zealand, I really enjoy the UI, for some reason it really clicks with me compared some the other smartphones.
As a developer my biggest gripe is the limited access to some of the phone features, the largest one being the limited API for Live Tiles which clearly is one of the major selling points for the WP7.
Re: Microsoft Shipped 2 Million Units of Windows Phone 7 Software Last Quarter
#40Good for them.
Yes, we can speculate on whether this is marketing FUD or real numbers but the bottom line is that MS made a good product that is helping to innovate the mobile space by increasing competition.