|
|
12/05/2011, 03:27 PM
#21
 Originally Posted by Orion Antares
Short story longer: HP would be the ones to be able to easily figure it out.
After all, all they really need to do it look up how many active webOS accounts have active phones on them.
I suspect that ultimately this is unknowable, however I've been looking into the palm quarterly results - they are very very vague but there are some clues:
From q1 2010 results (this includes some treo sales):
On a non-GAAP basis, our first quarter of 2010 was no exception. We saw strong sales from the successful launches of the Palm Pre at Sprint early in the quarter and Bell Mobility near quarter end. Non-GAAP adjusted revenues for Q1 totaled $360.7 million, a more than three-fold increase over Q4 of ’09. We shipped a total of 823,000 smartphone units in Q1 versus 351,000 units in Q4. Smartphone sell-through for our August quarter came in at 810,000 units versus 460,000 units in our May quarter.
From q2 2010 results:
The total Smartphone sales for Q2 was 573,000 units and Web OS products accounted for close to 80% of this number. This compares to total sell through of 810,000 units in Q1. Consistent with our past reporting, sell through represents sales by our carrier partners to their customers which may include indirect sales channels.
Also contributing to higher channel inventories were lower than expected sell through volumes at Sprint. We still have work to do in increasing the awareness of the Palm brand and Web OS products in the market and we’re taking aggressive steps to improve our messaging efforts.
from q3 2010 results:
In the third quarter, we shipped a total of 960,000 smartphone units compared to 783,000 units in Q2. Third quarter deliveries were virtually all webOS products. Our combined smartphone ASP was $367 in the third quarter compared to $375 in the second quarter. This slightly lower ASP resulted primarily from increased shipments of the lower-priced Pixi.
Total smartphone sell-through for Q3 was 408,000 units compared to 573,000 units in Q2. WebOS products accounted for most of the third quarter volume. We believe that sequential decline was due to declining sales of our legacy products and post-holiday sales deceleration, offset in part by sales at Verizon.
As Jon discussed, sell-through of our products is proceeding at a much slower pace than we and our carrier partners anticipated. While we are continuing to work closely with carriers to improve our performance, to-date we have seen much lower than expected retail sales of both our Pre and Pixi product lines.
As a result, we have seen significant declines in near-term demand for our products as carriers have deferred existing orders or reduced the size of upcoming orders.
So we can have a rough idea of how many devices were in the channel before the buyout but working out total numbers... (I is no good at maths), off the top of my head sell-through is just under two million across all devices (and some of those are treos and centros)????
|
|
|
)
