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Microsoft's Belfiore sees glass half full with sequential drop in Windows Phone sales

Posted: , by Alan F.

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Microsoft's Belfiore sees glass half full with sequential drop in Windows Phone sales
When Nokia announced that its Windows Phone sales amounted to only 8.2 million in Q4, well under the 10 million figure expected by Wall Street, it was a major disappointment for those who have been expecting big things from the platform. But Microsoft's Joe Belfiore would rather see the glass as being half full. Belfiore sent out a tweet saying that activations of Windows Phone handsets doubled in the quarter year over year, and during each month of the quarter.

But Belfiore's tweet doesn't even mention what is really bothering the analysts, which is that on a quarter to quarter basis, Windows Phone sales were declining. In other words, while the fourth quarter of 2013 looked good in comparison with the same quarter in 2012, activations actually declined when compared to the third quarter of 2013. And when you're looking for momentum, you expect to see solid gains sequentially.

Nokia's Lumia sales declined from 8.8 million in Q3 to 8.2 million in Q4. While Windows Phone continues to show improvement from the previous year, that momentum could be slowing based on Nokia's numbers and that would indeed be surprising.

Microsoft's Joe Belfiore thinks that the glass is half full

Microsoft's Joe Belfiore thinks that the glass is half full


source: @joebelfiore via WMPoweruser

44 Comments
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posted on 25 Jan 2014, 15:56 4

1. darkkjedii (Posts: 10999; Member since: 05 Feb 2011)


As I've often said, Apple and Samsung rule the smartphone sector. The rest simply fill in the pie. I'd love a slice of Samsung with my Apple pie.

posted on 25 Jan 2014, 16:08 6

3. Miracles (Posts: 480; Member since: 31 Aug 2013)


If only they could work together...instead of suing each other. Well technically aren't their Samsung chips inside iPhones.

posted on 25 Jan 2014, 16:15 8

5. Berzerk000 (Posts: 3994; Member since: 26 Jun 2011)


Samsung SoCs, displays (I think), and memory are all in iPhones and iPads.

posted on 25 Jan 2014, 22:04 1

28. sprockkets (Posts: 1160; Member since: 16 Jan 2012)


Samsung fabs the SoC - it isn't Samsung designed.

posted on 25 Jan 2014, 16:20 9

7. Berzerk000 (Posts: 3994; Member since: 26 Jun 2011)


Pick up a Moto X sometime, Dark. Hands down the most innovative smartphone of 2013.

posted on 25 Jan 2014, 16:43 1

10. xperiaDROID (limited) (Posts: 5399; Member since: 08 Mar 2013)


The Moto X is the smartphone designed and made for everyone.

posted on 25 Jan 2014, 19:15

23. AfterShock (Posts: 2798; Member since: 02 Nov 2012)


I agree, the people's phone.

posted on 25 Jan 2014, 17:12 4

15. darkkjedii (Posts: 10999; Member since: 05 Feb 2011)


Berzerk you're right, it's a great phone. My point is, Samsung and Apple are the movers, and shakers of mobile tech. These other handset makers just don't have the impact of those 2.

posted on 25 Jan 2014, 18:29

21. Berzerk000 (Posts: 3994; Member since: 26 Jun 2011)


Not like they used to be, sadly. Samsung right now has just made natural progression that would have been expected, the same for Apple, aside from iOS 7. They aren't like how they used to be, where you had to have their product or it was just sub-par. They are getting more sales than everyone, but they aren't shaking anything up at this point.

posted on 25 Jan 2014, 22:19

33. darkkjedii (Posts: 10999; Member since: 05 Feb 2011)


Good point.

posted on 26 Jan 2014, 03:12

40. verty (Posts: 105; Member since: 07 May 2012)


I don't think it's always about shaking things up. Progress is not always in quantum leaps. It's usually in baby steps and nothin remains the same forever so why expect it to.
Google is definetly outinnovating the pack.Samsung is definitely not at ease equally innovating......ios is another story... gradually waking up. Ios 7 and the rumored larger screens coming. Personally I found windows too boring. I have a good feeling about Chen reviving BB.......at the end of the day the industry is definitely not sedentary.

posted on 25 Jan 2014, 22:16

30. corporateJP (Posts: 1555; Member since: 28 Nov 2009)


Nice phone, but lack of removable memory and battery killed it for myself and quite a few others.

posted on 26 Jan 2014, 21:02

43. ECPirate37 (Posts: 90; Member since: 14 Jul 2011)


This is great to read @Berzerk000 because I'm planning on buying one tomorrow when it is $100 off. I wasn't going to buy it because of my rule to not buy phones that do not have removable batteries or expanded memory; I think for $299 it is a fair price. $399 just seemed to much. Plus, I will enjoy having a phone I designed myself. I think that is rad.

What did you think made it so innovative?

posted on 26 Jan 2014, 23:41 1

44. Berzerk000 (Posts: 3994; Member since: 26 Jun 2011)


Sounds good, man. I'm sure you'll be satisfied with it.

It was a lot of things that made the Moto X innovative.

The design; how it's curved so ergonomically to where it fits nicely into your hand, and how they managed to fit such a large screen into a small space.

The performance; it technically does have lesser specs than all of the other Android flagships, but it performs just as well, if not better than most. With 2 Krait 300 cores and Adreno 320 pushing nearly stock Android on a 720p display, it's a speed demon. Plus the 2 extra power saving cores that make it possible to have always on features while still having above average battery life, the performance is just stellar all around.

The features; Motorola Assist has great contextual features that automatically manages your phones setting in certain situations, like when you're driving, at certain places, or sleeping. Touchless Controls are just amazing, being able to do phone functions from across the room is great. Motorola Migrate, more easily lets you move from your old phone to the Moto X by transferring your data without any hassle for you. Active Display is a neat way to view you notifications and the time without turning on the display and activating your primary CPU cores, saving battery life. All of that and more is done in almost stock Android. And the ability to customize the Moto X really made it personal to the user, and is a truly unique feature.

Lastly, the support. The Moto X has gotten updates through carriers faster than some unlocked Nexus devices. That's insane. And with Google standing over them, Motorola is going to support the Moto X for a while.

posted on 28 Jan 2014, 11:04

45. ECPirate37 (Posts: 90; Member since: 14 Jul 2011)


Thanks for this! It was very thorough. I ordered mine yesterday during the $100 off thing. I feel like even if I don't love it, I can just buy another phone when the new round of phones come out, and I will do it on contract and only pay a couple of hundred dollars. I REALLY liked the customization of it. Back when pagers were a thing, I used to mix and match cases all of the time, so it was nice to be able to design a phone.

I'll try to remember to follow up on this post to let you know how I like it after I've had it for a month or so. It comes Friday.

Thanks again!

posted on 25 Jan 2014, 17:20 2

16. fanboy1974 (Posts: 1195; Member since: 12 Nov 2011)


I like to say Apple vs. Android. And that's coming from a Note 3 owner. I don't believe in supporting just one Android OEM. Motorola is trying to make a comeback and I would love to see a Motorola phablet. HTC and LG showed some life in 2013 as well. Android will be the strongest when you have multiple choices to pick from.

posted on 25 Jan 2014, 19:49 1

25. Droid_X_Doug (Posts: 5724; Member since: 22 Dec 2010)


Anyone wondering if the sales decline reflects consumers voting with their feet regarding the MS acquisition of Nokia?

posted on 25 Jan 2014, 22:18

31. corporateJP (Posts: 1555; Member since: 28 Nov 2009)


For people in the know, possibly. For Joe and Jane Public, not so much.

posted on 25 Jan 2014, 23:32 1

35. mayur007 (Posts: 409; Member since: 10 Apr 2012)


ya your right

and true innovator with trend starter n innovator i can add Sony but not windows n nokia

windows does not even have smart dialing my 2000 rs Samsung phone has

as far as windows is concerned its feature os who is a smartphone wanna be.

posted on 25 Jan 2014, 16:02 19

2. zuckerboy (Posts: 898; Member since: 22 Dec 2011)


it doubled bcuz of nokia's good devices and nokia's apps.. wp would have been nothing without nokia

posted on 25 Jan 2014, 16:09 6

4. Miracles (Posts: 480; Member since: 31 Aug 2013)


Agreed!

posted on 25 Jan 2014, 17:25 4

17. akki20892 (Posts: 3419; Member since: 04 Feb 2013)


Yeah yeah yeah......agree.

posted on 25 Jan 2014, 22:19

32. corporateJP (Posts: 1555; Member since: 28 Nov 2009)


True story.

posted on 25 Jan 2014, 16:20 1

6. papss (unregistered)


Joe is my personal CEO pick. I find all the hate for M$ amusing at best. At least M$ is being talked about unlike LG,Sony,BB which indicates worth.

posted on 25 Jan 2014, 16:43 8

9. WHoyton1 (Posts: 1619; Member since: 21 Feb 2013)


so sales taking a dive indicate worth....right

posted on 26 Jan 2014, 02:56 2

36. SleepingOz (unregistered)


Like Belfiore, he's trying to see the glass half full, well "half". One of his friend just told me the same crap, that he likes when there's bad news like this one, because haters are talking about it. That's blind WP fanboys' optimism, I guess. Since 2010!
MS don't want talks, they want money!

posted on 26 Jan 2014, 03:10

39. Berzerk000 (Posts: 3994; Member since: 26 Jun 2011)


I think the glass is twice as big as it needs to be. Nobody should expect a full glass out of WP, it won't happen any time soon.

posted on 26 Jan 2014, 14:35

42. Dastrix (Posts: 587; Member since: 23 Nov 2012)


"MS don't want talks, they want money!"
M$ makes more money off Android than HTC, Sony and others. Just saying. Still see the glass half empty? No wonder people like you fail miserably.

posted on 25 Jan 2014, 19:53 3

26. Droid_X_Doug (Posts: 5724; Member since: 22 Dec 2010)


Talk is the only thing that is free at a trade show. Financial markets only care about what you are showing in sales gains. BB sales have tanked, which is why BB shares are worth a fraction of their high. Fortunately for MS, they are earning more on their patent licenses than they are on their WP sales.

posted on 25 Jan 2014, 16:37 4

8. k1ng617 (Posts: 245; Member since: 13 Oct 2009)


WP needs a few more manufactures to jump into the fray. Microsoft can't expect solely Nokia to entice enough people with the same phones quarter after quarter. Just compare how many android devices are released every quarter compared to wp. I bet it's over 20 to 1. There's something for everyone in android.

posted on 25 Jan 2014, 16:44 3

11. Commentator (Posts: 2387; Member since: 16 Aug 2011)


That WP license fee is a pretty tough pill to swallow for most manufacturers, especially when they're barely eking out profits with Android.

posted on 25 Jan 2014, 17:08 1

13. InspectorGadget80 (Posts: 6381; Member since: 26 Mar 2011)


What MS needs to do change up the UI and like u said get more manufacturers for Windows to get more apps. At least Sony may give Windows another try.

posted on 25 Jan 2014, 16:58 7

12. Sniggly (Posts: 6920; Member since: 05 Dec 2009)


Wait a minute, wait a minute. Sales of Windows Phones DROPPED during the holiday season compared to the previous quarter?

Yeah, I would be worried as an analyst too.

posted on 25 Jan 2014, 17:10 8

14. fireblade (Posts: 693; Member since: 27 Dec 2013)


WP is boring.

posted on 25 Jan 2014, 17:32 6

19. tenzin (Posts: 85; Member since: 20 Dec 2013)


I bought wp once and never buy any new one again. everything is better iPhone blackberry android...

posted on 26 Jan 2014, 02:59

37. SleepingOz (unregistered)


You should had try it before wasting your money on this crap.

posted on 25 Jan 2014, 17:37

20. Diazene (Posts: 123; Member since: 01 May 2013)


maybe because of seasonal weakness for WP? I don't know, if every 4th quarter is worse that the 3rd quater, then that would be OK

posted on 25 Jan 2014, 19:12 4

22. joey_sfb (Posts: 2883; Member since: 29 Mar 2012)


Microsoft is a control freak, its like the poorer cousin of iOS.

posted on 25 Jan 2014, 20:26 3

27. rangaha (banned) (Posts: 86; Member since: 05 Dec 2013)


wp damage control

posted on 26 Jan 2014, 03:04

38. jroc74 (Posts: 4720; Member since: 30 Dec 2010)


Maybe this explains why even tho BB is constantly falling...WP seems to never really separate from them in market share.

Seems like its Android, iOS and the rest....

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