Analyst: iPhone 3GS, Palm Pre gang up on BlackBerry sales

Analyst: iPhone 3GS, Palm Pre gang up on BlackBerry sales

Summary: Research in Motion's BlackBerry sales had a rough June at AT&T and Sprint as those wireless carriers talked up the iPhone 3GS and Palm Pre, respectively.Those findings come courtesy of Piper Jaffray's Michael Walkley.

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Research in Motion's BlackBerry sales had a rough June at AT&T and Sprint as those wireless carriers talked up the iPhone 3GS and Palm Pre, respectively.

Those findings come courtesy of Piper Jaffray's Michael Walkley. In a research note, Walkley writes:

Our checks indicated BlackBerry sales declined in June at AT&T and Sprint due to increasing smartphone competition, as BlackBerry sales appeared to lose share to the Palm Pre at Sprint and the new 3GS iPhone and older $99 iPhone at AT&T. BlackBerry sales at T-Mobile remained solid, but Verizon sales were slightly weaker following the termination of the buy one, get one promotion.

In addition, Walkey says that the Pre is snagging sales from the Curve at Sprint. At AT&T the new iPhone 3GS and older 3G at $99 are squeezing BlackBerry unites. Verizon is promoting LG handsets right now, but the launch of RIM's Tour should fix that. "Sales of the Tour are key in our opinion, as our checks indicated RIM may need strong July and August sales to meet its guidance," says Walkley.

Also seeRIM: We "don't fret" new competition; reports solid Q1, outlook

Topics: Enterprise Software, Hardware, iPhone, Mobility, BlackBerry, Smartphones, Telcos, AT&T

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8 comments
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  • Pre is not hurting RIM's sales

    http://www.informationweek.com/blog/main/archives/2009/07/palm_pre_sales.html

    http://www.techcrunch.com/2009/07/06/maybe-the-palm-pre-isnt-selling-so-well-after-all/

    Pre does not seem to be selling so well. I called over 100 stores 10+ days ago ... I got similar results to techcrunch's report (only 6 stores reported a short wait list and that was over 10 days ago). Called random to 10 stores across the US cities yesterday resulted in all 10 had Pres for sale.

    No chance that the Pre is hurting RIMM's sales.

    The noise in the channel of bad software and hardware quality (dead pixels, phantom auto reboots, hardware quality such as gaps, loose screens, etc.) will hurt US sales. Europe will not be so kind in their reviews.
    lemajr
    • ?? Long wait lists = higher demand than supply. nt

      nt
      T1Oracle
    • Got to laugh at liars

      Wow, if you are going to make stuff up, at least be a little smarter about it. Although it's obvious that you're a complete loser, not even someone like you that has nothing better to do has that much time to call 100 sprint stores. If you had ever called one, you would know that it puts you into an automatic message system and it takes almost 5 minutes to actually get to the store you calling. Calling the store, going through the message, getting a person and asking them if they have any in stock takes about 10 minutes....I know, I just tried. So 100 stores x 10 minutes would take you 16 hours and 40 minutes--assuming no breaks....that why a whole analysis TEAM only called 50 stores. Get a life!

      And the analysists (these are professionsals) put the hardware return rate of the Pre under 8% which is way under the smart phone average of 12-15%....and is less than that of the iPhone...

      And Palm doesn't tell their customers not to use the phone in direct sunlight like Apple because of overheating problems
      Johnnieboy3
    • Why bother making stuff up?

      Does it make you feel better coming to a blog and making things up?
      Prior to the hard launch (which was July 8th) Palm moved over 400,000
      Pre's. That was without a national TV AD. In the Los Angeles area, on
      average the Sprint stores had at least 60 people on a waiting list, those
      stores were getting shipments 2 to 3 times a week. That "noise in the
      channel", is you!
      scorpeo
  • blackberry

    i don't get why people are buying blackberrys anyway. they
    are so out of date it is laughable. and the oh so great email-
    capabilities are ridicilous compared to the iphone, pre or htc
    devices. the ui is so bad it hurts and texting? you get used to
    a touchscreen keyboard in a very short time, just give it a try.
    rim is dead.
    bannedfromzdnetagain
  • RE: Analyst: iPhone 3GS, Palm Pre gang up on BlackBerry sales

    The "noise" about bad build quality has been partially from a few bad phones and from falso propaganda from idiot iPhone users that think that was cute.
    hermanwalton
  • RE: Analyst: iPhone 3GS, Palm Pre gang up on BlackBerry sales

    if RIM wants to compete with the iphone and pre, then they must put some real efforts into the new storm 2. iphone buyers are not Tour buyers, they are different people. and those who did bet on the storm, like me, had a huge disapointment. the storm is now a very nice device, but that only occurs after roughly 10 months from the release date, and with leaked firmware. either RIM focus on "serious" users and abandon the touch-screen segment or their developers should take a traning course in Apple. well, they can still adopt the android...
    eu@...
  • RE: Analyst: iPhone 3GS, Palm Pre gang up on BlackBerry sales

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