Motorola Android launches are beginning to gain traction in the market. Here’s profiling Moto’s rising…
This is a continuation of the Moto story which started in November with the launch of Droid. Read the blog here.
The Moto Droid/Milestone was instrumental in turning the fortunes of Motorola around. The success of Moto Droid/Milestone can be gauged from the fact that there were comparisons between the Droid and the iPhone and was chosen Time Magazine’s device of the year 2009.It also ranked highest (Android device) in terms of % of web traffic by Admob for March 2010. The Droid/Milestone has arguably done its bit very well in terms of Motorola’s better-than-expected first quarter—a profit of $69 million, or 3 cents a share, on revenue of $5 billion. The Moto comeback has been overshadowed by competition worries. Simply put, Moto cannot rest on its Droid laurels—or hit smartphone—for very long. With competition increasingly, what will replace the Droid (right) in Motorola’s lineup is going to be critical. For now, there are no signs that Droid sales are going to fall off dramatically. However, the Droid will have to battle a bevy of HTC devices for shelf space and Android flag-ship status. The HTC Incredible is already getting rave views some putting it at par with iPhone and better than it. Google has been pushing HTC’s new phone and innovation (a spot of bother for Motorola). Even though Android is the fastest innovative platform in wireless and Motorola will not be missing in action with regards to Android, but Moto needs to ensure its stays ahead versus HTC in the reckoning for the Android OS.
The good news is that Motorola isn’t a one or two device pony—the company plans 20 smartphones with shipments of 12 million to 14 million in 2010—but there isn’t a clear successor to the Droid just yet. There is some action on this front after the launch of Droid already and the carrier tie-ups are impressive and should be able to give Moto traction in consumer space.
MotoBlur (Moto’s one stop Social networking platform for its phones) remains an important cog in Motorola’s smartphone lineup and will be featured on the majority of devices.The MotoBlur has seen some traction from carriers and users and given the usage data that it generates, MotoBlur could be very incidental in Moto’s understanding of usage and consumption to serve its customers best. MotoBlur will leverage social media, Location aware services and leaner data consumption to push convergence to its users.
Moto CEO Sanjay Jha has made it clear that the company will not be pursuing its own OS. Jha stated that an OS makes sense only if there is an ecosystem, services, and the ability and the scale to execute on keeping that OS at the leading edge. (In absence of these three components fully), Jha is unequivocally taking the Google Open Source route to OSs, Applications and others. Amongst other things, I call that Focus and keeping resources, intent and goals focused on devices while letting Google do what it does best. (Quite unlike the Finns really)
Given the success of iPad, Motorola also sees a spike in media consumption habits and devices used at Home and creating a home based eco-system in the near future. The Tablet and other form factors and solutions would thus form an integral part of the Moto roadmaps going forward.
Moto was just too good to write it off, and after gone through 3yrs of oblivion, Motorola seems to be coming out of its dark days. There’s more that needs to be done to stay ahead but currently Moto seems set for a good Q2 and more.. We will watch this space.