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Schmidt: "Android Adoption Is About To Explode"

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Re: Schmidt: "Android Adoption Is About To Explode"

#3
Google's profits were up 27% (as reported today) while Nokia was reporting a loss. I doubt anyone on this site finds this surprising.

Google is doing what Google does, which is to say it brings its services to users and users use them. And all of it is subsidized by advertising.

Google is playing a different game, and until someone starts challenging them they're going to continue to be adopted as the platform of choice for every market they're in. The only exception: Facebook.

Re: Schmidt: "Android Adoption Is About To Explode"

#4
post #3

Google's profits were up 27% (as reported today) while Nokia was reporting a loss. I doubt anyone on this site finds this surprising. Google is doing what Google does, which is to say it brings its services to users and users use them. And all of it is subsidized by advertising. Google is playing a different game, and until someone starts challenging them they're going to continue to be adopted as the platform of cho…

The only exception: Facebook.

let's wait for google wave to grow up.

Re: Schmidt: "Android Adoption Is About To Explode"

#6
post #3

Google's profits were up 27% (as reported today) while Nokia was reporting a loss. I doubt anyone on this site finds this surprising. Google is doing what Google does, which is to say it brings its services to users and users use them. And all of it is subsidized by advertising. Google is playing a different game, and until someone starts challenging them they're going to continue to be adopted as the platform of cho…

> The only exception: Facebook.

To provide a little context, Googles revenue in the UK alone was $200 million more than Facebook's highest revenue reports ($500 million).

http://investor.google.com/releases/2009Q3_google_earnings.h...

On earnings calls, every quarter, the report on revenue growth is centered around various metrics with search advertising. Search advertising continues to be the most profitable form of advertising on the web. Facebook has impressive statistics, but I don't see them challenging Google in any one of Google's core businesses. When Facebook becomes a public company and matures more and has a solid way of generating revenue then they might be in a position to challenge Google.

Re: Schmidt: "Android Adoption Is About To Explode"

#7

I would expect with all the revelations lately about Microsoft's behavior that a lot of the Windows Mobile licensees to take a look at coming out with an Android phone (since they cannot license Web OS or iPhone OS).

> I would expect with all the revelations lately about Microsoft's behavior...

What, in particular, are you talking about?

Re: Schmidt: "Android Adoption Is About To Explode"

#8
They would be fools to say anything else. What platform owners trying to attract developers would ever say, 'Our prospects look grim'?

Not to say android won't continue to grow. Not to say they won't explode. Just to say, why would you put any stock in what Schmidt says? It's like asking Steve Jobs if his next product is going to be amazing, or a Goldman Sachs executive if he deserves his compensation.

Re: Schmidt: "Android Adoption Is About To Explode"

#10
post #7

I would expect with all the revelations lately about Microsoft's behavior that a lot of the Windows Mobile licensees to take a look at coming out with an Android phone (since they cannot license Web OS or iPhone OS).

> I would expect with all the revelations lately about Microsoft's behavior... What, in particular, are you talking about?

Perhaps he is referring to the sidekick/danger bump in the road wherin MS apparently lost all user data, but recovered it with heroic effort, gaining rather bad PR, and possibly strained vendor relationships.
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