Linked by Thom Holwerda on Thu 22nd Aug 2013 22:18 UTC
PDAs, Cellphones, Wireless

"BlackBerry has a thriving ecosystem with BlackBerry 10." That's what CEO Thorsten Heins said this May at a developer conference before revealing that users had a choice of 120,000 apps from its still-young app market, BlackBerry World. The problem is that over a third of those apps come from a single developer. Yes, a Hong Kong-based company called S4BB has published just under 47,000 apps to BlackBerry World since launch. That's not a good sign of a "thriving ecosystem."

This is what happens when the technology press lets itself be dictated by companies. The companies were the ones who started touting quantity over quality when it comes to mobile application stores, and the press played right into their hands. In a statement to The Verge, BlackBerry confirms the issue, but states that it's not actually an issue at all. Of course they say that. They want to keep touting that number.

Companies wanted this to be a numbers game, and now it is. Go into any mobile application store, and 99.9% of the applications in it are crap. Comparing numbers reveals nothing. It never has, and never will.

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RE[6]: Comment by Nelson
by Nelson on Mon 26th Aug 2013 11:48 UTC in reply to "RE[5]: Comment by Nelson"
Nelson
Member since:
2005-11-29

That's an absurdly high metric, but if some people feel the need to put their heads in the sand until then, then that's on them.

Obviously before that happens (if it happens, too early to tell), there will be crucial milestones along the way. As I've always maintained, Nokia is executing on a transition strategy, so you won't see any of what you want happen over night. It is gradual, they have the essentially claw back share in key markets to get there. Is it possible? Who knows, I certainly don't, its hard to track these kind of trajectories without looking like a silly analyst.

What is happening, what there is proof of, and what some here hate to acknowledge is that Windows Phone is growing in both shipments and market share (I guarantee you if market share held steady or dipped Thom would use it to beat WP over the head with). Nokia has a financial position that is stabilizing by the quarter.

Not to say there are not challenges, to keep up the pace id expect anywhere from 9-10M Lumia shipments in Q3 to lead strongly into Q4s holiday season. Those are my personal metrics to indicate to me the strategy is going well.

Reply Parent Score: 2

RE[7]: Comment by Nelson
by Bill Shooter of Bul on Mon 26th Aug 2013 19:43 in reply to "RE[6]: Comment by Nelson"
Bill Shooter of Bul Member since:
2006-07-14

Ignore the specifics of the case, and try to see it without any blinders on.

Company A made product X and sold 1000 units per quarter. It then stopped making product X in favor of product Y which now sells 100 units per quarter, up 1000% since the switch.

If you view it that way, it looks like product Y is a failure.

Reply Parent Score: 2

RE[8]: Comment by Nelson
by Nelson on Tue 27th Aug 2013 01:31 in reply to "RE[7]: Comment by Nelson"
Nelson Member since:
2005-11-29

Were they going to continue to sell 1000 units per quarter, and is the 100 units per quarter up from 30 units the year before? What happens the next quarter?

YoY growth can be misleading for small volumes I grant you that, but how is the sequential growth for Lumia? Financial reports indicate that there's been double digit growth for a few quarters. What's the trend?

Nokia was a market leader, nothing can get them back there overnight I'd argue. What options did they have? Stick it out with Symbian? Go with Android?

I'd also argue Symbian was a no go if you look at Q12011, and they already sell in the same ballpark as non-Samsung Android OEMs.

With a lot more support from Microsoft at that, and while still being able to provide meaningful value add (leveraging their mapping for example to differentiate).

That's just my opinion though.

Reply Parent Score: 2