You can say what you like about Apple. You can love ’em or hate ’em, but make no mistake, they’re delivering results – in spades. Yesterday’s quarterly results were impressive, and they were dominated by results from the iPhone. Last quarter alone, Apple sold 8.75 million units. Over the last two quarters, that makes an impressive 17.5 million iPhones have been sold.

Combining those results with other reports from around the web has led me to the following conclusions:

  1. For those who thought the desktop internet was huge, the mobile internet is going to blow it away.
    Mary Meeker and crew’s latest Internet Trends Report reinforced and built on the positive mobile internet outlook from their December mobile internet report. I recommend reading both reports if you are thinking about or doing anything mobile. My key takeaways from their latest report are
           1) mobile will be bigger than the desktop in five years,
           2) there will be 10x more mobile internet devices sold than desktop internet devices, and
           3) mobile usage is more about data (web usage, texting, etc.) than voice.
  2. Websites will need to be not only accesible but also usable over mobile devices.
    Nielsen is one of my favorite research companies because their notes are concise and to the point. A recent Nielsen study looking at the penetration rates of smartphones versus feature phones projects that smartphone will overtake features phone by mid-2011. Why is this important? Smartphone users access data and the mobile internet a lot more than feature phone users.
  3. While Apple still dominates mobile web traffic, your applications need to work across all platforms.
    Quantcast puts out a lot of great information on both desktop and mobile internet usage. They recently reported on mobile marketshare for both operating systems and handset manufacturers. Comparing the two reports against Apple’s results is interesting. In operating system market share, Apple has declined from a peak of over 75% in January 2009 to just over 60% in March 2010, while selling more units. Over the same period, Android’s market share has increased from under 8% to 17.1%. Android’s reach is expanding – rapidly.
  4. RIM’s mobile web share will improve, and overall usage for the mobile web will follow.
    comScore’s February 2010 Mobile Market Share Report reinforced both Apple’s results and the Qunatcast numbers, with one major addition – BlackBerry maker RIM still leads the race with 42% of the market. Apple’s been holding steady at 25%, and Android is quickly gaining on both at the expense of Palm, Windows Mobile and others. RIM’s low mobile web share shows just how poor their platform is for web browsing, but rumor has it that BlackBerry 6.0 will sport an improved webKit-based browsing experience. When that occurs, more BlackBerry users will use the web, and there are a lot of them.
  5. I expect growth rates in mobile internet usage to accelerate during the second half of this year. 
    Just like last quarter, the mobile web continues to grow with no signs of slowing. We’ve seen a better than 20% year-over-year increase in traffic to mobilesites that we host. All leading indicators, such as smartphone market share and shipments, point to increased usage of the mobile internet.

 If you haven’t put a mobile strategy in place for your marketing efforts, or worse yet, if you haven’t even looked at your web presence on a mobile phone, feel free to contact us. We’d be more than happy to answer any questions you have and help you develop an effective mobile presence for your service or business.

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