Shifts in Mobile Demand Ahead of Holiday 2013

Post on 28-Nov-2014

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Argus Insights Discusses with RCR Wireless Editor Martha Degrass on whether Apple or Samsung will fill the most stockings over Holiday 2013. By examining a mix of social media, consumer demand metrics and retail promotions, Argus Insights CEO, John Feland walks through what is driving consumer demand over the holidays.

transcript

Mobile Holiday RoundUp

Page 2© 2013 Argus Insights, Inc. Confidential: Do Not Distribute

Social Tracking of Smartphone Brand Conversations

11/10/1

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100000

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1000000

Apple PhonesBlackberry PhonesHTC PhonesLG PhonesMotorola PhonesNokia PhonesSamsung Phones

Page 3© 2013 Argus Insights, Inc. Confidential: Do Not Distribute

Social Tracking of Smartphone Brand Conversations

11/10/1

3

11/13/1

3

11/16/1

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11/19/1

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11/22/1

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11/25/1

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11/28/1

3

12/1/1

3

12/4/1

3

12/7/1

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Blackberry PhonesHTC PhonesLG PhonesMotorola PhonesNokia PhonesSamsung Phones

Page 4© 2013 Argus Insights, Inc. Confidential: Do Not Distribute

Normalized Smartphone Social Mentions

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Apple PhonesBlackberry PhonesHTC PhonesLG PhonesMotorola PhonesNokia PhonesSamsung Phones

Page 5© 2013 Argus Insights, Inc. Confidential: Do Not Distribute

Smartphone Gifting Discussions in Social

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Apple PhonesBlackberry PhonesHTC PhonesLG PhonesMotorola PhonesNokia PhonesSamsung Phones

Page 6© 2013 Argus Insights, Inc. Confidential: Do Not Distribute

Smartphone Gifting Discussions in Social

11/10/1

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3

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11/22/1

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12/1/1

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12/4/1

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12/7/1

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Blackberry PhonesHTC PhonesLG PhonesMotorola PhonesNokia PhonesSamsung Phones

Page 7© 2013 Argus Insights, Inc. Confidential: Do Not Distribute

Normalized mentions of Gifting in Social

11/10/1

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11/13/1

3

11/16/1

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11/19/1

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11/22/1

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11/25/1

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12/1/1

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12/4/1

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Apple PhonesBlackberry PhonesHTC PhonesLG PhonesMotorola PhonesNokia PhonesSamsung Phones

Page 8© 2013 Argus Insights, Inc. Confidential: Do Not Distribute

Retailer Social Mentions Over The Holiday Season

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AmazonApple RetailAT&TBest BuyStaplesTargetVerizonWalmart

Page 9© 2013 Argus Insights, Inc. Confidential: Do Not Distribute

Normalized Retailer Mentions

11/10/1

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AmazonApple RetailAT&TBest BuyStaplesTargetVerizonWalmart

Page 10© 2013 Argus Insights, Inc. Confidential: Do Not Distribute

Overall Demand Softened Just Before Holidays

1 4 7 10 13 16 19 22 25 28 31 34 37 40 43 46 490

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SamsungBlackBerryNokiaMotorolaLGHTCApple

Page 11© 2013 Argus Insights, Inc. Confidential: Do Not Distribute

New Smartphone Customers Not As Delighted

26 31 36 41 46 510

0.10.20.30.40.50.60.70.80.9

1

233.00

Apple

26 31 36 41 46 510

0.10.20.30.40.50.60.70.80.9

1

94.00HTC

26 31 36 41 46 510

0.10.20.30.40.50.60.70.80.9

1

442.00

Sam

sung

Page 12© 2013 Argus Insights, Inc. Confidential: Do Not Distribute26 31 36 41 46 510

0.10.20.30.40.50.60.70.80.9

1

44.00

Bla

ckB

err

y

26 31 36 41 46 510

0.10.20.30.40.50.60.70.80.9

1

60.00

Moto

rola

26 31 36 41 46 510

0.10.20.30.40.50.60.70.80.9

1

108.00Noki

a

26 31 36 41 46 510

0.10.20.30.40.50.60.70.80.9

1

137.00

LG

New Smartphone Customers Not As Delighted