Awesome sales for MS Surface, numbers are out!

[famousringo]

dallas said:

man-bear-pig said:

dallas said:

Market share is all that I care about, because profitability slowly follows that. 

No it doesn't. Google has 60% of the smartphone market and they've made fuck all profit

Yeah, but apple is losing marketshare and should lose some revenue as well.  They've already lost a large amount of stock price, so if you think that revenue will be busting to astronomical highs then you're fooling yourself.

Google tablets on the other hand, push users into google search, its main cash cow.  all they have to do is click on Chrome, and for most users they have google.com as their default page..... and bam! they get going.  This isn't even charging google in the least so in terms of profits they should be a net positive, even though the results improved are technically in other parts of google

Here's the problem: An Android tablet is not a Google tablet.

Pretty much every Android device sold in China, for example, has the Google stripped out and replaced with Baidu and other equilavent services. Every Kindle replaces Google services with Amazon's. Even Microsoft has paid for the right for Bing to displace Google as the default search service on some Android devices.

Google has surrendered all control of their platform in the name of marketshare. The result is a platform which "wins" marketshare, but reaps almost none of the benefits that marketshare dominance is supposed to earn you. With past evidence suggesting that most of Google's mobile profits come from iOS users, there is no indication that profits will follow marketshare.