Eric Savitz let me know that consumers are now activating five hundred thousand (500,000) Android devices every day. apparently he knows this because Andy Rubin, Google’s senior Vice President for mobile, made the comment on his Twitter account.
Rubin also notes that the number of Android devices activated is growing 4.4% every week.
but, this is a good example of both pointless and possibly misleading information.
why? you ask. how could this happen?, you might wail.
never mind those insipid questions. let’s focus, collectively, on what is actually relevant.
let’s see… based on Mr. Rubin’s information, and the scoop offered up by Mr. Savitz, that’s one million Android devices activated every two days. that puts the number at fifteen million a month, forty-five million a quarter. that seems rather impressive when you consider the tallying being one hundred and eighty million units a year. that’s certainly a whole lot of phones and tablets.
…except, Google does not get any money for those devices. there is no revenue sharing agreement with manufacturers and service providers like there is with Apple (a company that clearly understands how to make money).
I understand there might be some profit from Google Apps. but, not much. and, that’s why no one really talks about that particular subject. analysts don’t want to go there. Rubin certainly does not enjoy the topic. Larry Page won’t answer calls over it – that’s for certain.
nonetheless, Google (GOOG) (the last I bothered to check) finished up $10.85, or 2.25%, to $493.65.
and, that’s precisely why Rubin unleashed the information.
…but, watch where it goes a week from now.
peace be to my Brothers and Sisters.
brian patrick cork