Online Audiences of T-Mobile – The Details

If AT&T’s $39 billion bid to acquire T-Mobile passes regulatory scrutiny, it will push the new conglomerate past Verizon as the largest cellular provider in America. To understand AT&T’spotential gains, consider the audience breakout of visitors to T-Mobile’s site for account holders. The bulk of visitors to T-Mobile’s site came from web-users in the largest major metropolitanareas, with an especially large segment of visits to the site coming from the New York DMA.

It’s worth noting that T-Mobile’s strength in New York, LA and Philadelphia may help AT&T Wireless compete in these key markets where Verizon Wireless is currently winning a slightly higher share of traffic

iPad2 – What Recession?

iPad2 sells out proving the power of watching customers

iPad2 first weekend sales data
– 400,000 to 500,000 iPad 2s sold this weekend estimated Gene Munster and his team at Piper Jaffray (note: they overestimated first weekend sales of iPad 1 by 100%)
– 300,000 iPad 1s sold in first weekend in 2010
– iPad 2s sold out on day 1 (unlike last year which sold out over the weekend)
– Deutsche Bank’s Chris Whitmore reported his team called 100 stores (50 Apple Stores, 20 Best Buy and Wal-Mart and others) and got same result as Munster’s team at Piper Jaffray – 100% stock out rate

Data on iPad2 buyers
– 70% of iPad2 buyers were new to iPad (that’s significant and testimony to the impact of the user experience of the first iPad)
note: 23% of iPhone 4 buyers were new to the iPhone at launch
– 51%/49% Mac/PC uers (iPad is extending Apple’s reach beyond its own “ecosystem”
note: 74%/26% original iPad 1 Mac/PC user ratio
– 47% buying a 3G model (meaning they had both Wifi and 3G capability to connect)
– 24% own a Kindle
– 63% of those who own a Kindle plan to use both
– 6% plan to read books with their iPad
– The vast majority plan to surf the web, check e-mail and watch video with their iPad (and play games)

So what is next?  Stay tuned….

More Interesting Amazon Stats –

Background:

Amazon’s basic stats:
– $34.2 billion in revenue in 2010 vs. $24.5 billion in 2009
– 55% of sales in 2010 were from North America vs. 52% in 2009
– 46% growth rate of sales in North America up from 26% in 2009 (Zappos acquisition also helped a lot)
– 43% of global sales were media – first time media was less than 50%
– 121 million customers worldwide (estimate quoted in Businessweek) – only?

Amazon has doubled its share of online sales in many categories – 26.8% share of power tool accessories in 2010 vs. 12.4% share
in 2005 (according to TraQline)
– 35% share of kitchen electrics in 2010 vs. 17% in 2005
– 36.7% share of portable power tools in 2010 vs. 21.8% in 2005

So how many Kindles are out there?  This one remains a mystery….

Amazon cloud Drive Announced….

Amazon on Tuesday launched cloud Drive and Cloud Player for Web and Android—
3 Services that allow you to store music in a repository and play on the Web and smartphones.
Among the key points:
  • You can upload your library.
  • Anyone that bought an Amazon MP3 can get 20GB for free.
  • Mac and PC compatible.
  • On Android, the Cloud Player is an update to the Amazon MP3 app.
  • Everyone starts with 5GB of Cloud Drive storage.
  • Cloud Drive uses Amazon Web Services S3.
  • Plans start at 20GB for $20 a year and basically run $1 a year per GB.

With the move Amazon gets the jump on other services that are likely from Apple and Google.  The Cloud Drive is very easy to use. It’s essentially the consumerization of Amazon Web Services..

More details at:

http://www.zdnet.com/blog/btl/amazon-debuts-cloud-drive-music-industry-whines-the-screen-that-will-end-up-in-court/46704?tag=nl.e539