Interesting news today from NPD on Android passing iPhone in US marketshare. Some quick thoughts.
1. It’s an Apples to Androids comparison. Android (to Google’s credit) is on multiple devices on multiple carriers. Combine that with buy one, get one free offers and it’s no surprise that Android and RIM are in the number one and two positions. Given RIM’s been around longer, makes even more sense.
2. It shows Microsoft needs some work here. Windows Mobile has been around longer than Android and Android doing better. For now.
3. This is a fast moving market and what we’re seeing is a snapshot in time that’s not likely relevant long term. Microsoft is introducing Windows Phone 7 later this year, Palm is now a part of HP. Google, Apple and RIM are all working on OS and platform refreshes so for the moment, there are a lot of players here who will shuffle for position over time.
What I do see interesting is how well Apple has done with a single device (for the most part) on a single carrier in the US. That’s an interesting lesson that should not be missed by the competition.