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Old 05-08-2009, 04:56 AM
Jason Dunn
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Join Date: Aug 2006
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Quote:
Originally Posted by soho_1 View Post
Follow the money. If Microsoft generates $10 per license sold, it had a business in Windows Mobile worth $180 million per year...Apple generates over $10 billion in sales from the iPhone and it grew at between 80% and 600% in the last three quarters.
Indeed, making the hardware means Apple makes some SERIOUS coin. No doubt about that. But Google is making effectively ZERO dollars off Android and they still get mentioned in all the articles.

Quote:
Originally Posted by soho_1 View Post
Operators see data ARPU uplift of $50/mo per iPhone. With exclusivity agreements they also see net present value per user in the thousands of dollars.
The ARPU lift would be there for any smartphone with a data plan, which is basically all of them, no? So I don't think there's anything special here as far as the iPhone is concerned. I'm afraid I don't know what "net present value per user" is.

Quote:
Originally Posted by soho_1 View Post
Developers see $15 or so of application revenue per iPhone.
Got a source for that? Seems like that's a number that would get thrown out of you took all the money make thus far from app sales and divided it by the number of developers with apps in the app store...which is nonsense because a small minority of developers are making the lions share of profit.
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