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Old 07-09-2011, 01:09 PM   #1
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Nook leaps past the kindle, NookCOLOR sales grow while iPad declines

For the first time since the nook release the B&W/COLOR nook have surpassed the kindle sales. (To Besos: Apparently people to read in color). There are also recent rumors(different articles) that amazon will be shipping 1.2M tablets for next quarter.

What even more interesting is while sales stall for tablets(iPad, Android, Playbook) the ereader sales continue to grow 105% year on year. ( To Jobs: Apparently people do still read)

My personal belive is color has attracted many folks that want to read magazines, but also folks that want a good quality yet affordable tablet. If Amazon responds correctly and delivers a tablet vs an eReader it will eat heavily into the nookCOLOR sales.

Android tablets jumped up 8% to 34% of the market share from last quarter.

(more...)

Last edited by =X=; 07-09-2011 at 03:29 PM. Reason: fixed error, thanx Graham, fixed second typo :)
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Old 07-09-2011, 01:15 PM   #2
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Android tablets jumped from 8% to 34% of the market share from last quarter.
Note the article says by 8% to 34% (not from 8% to 34%) of the market.

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Old 07-09-2011, 01:56 PM   #3
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So the combined sales of the two B&N products have surpassed Kindle sales? And I'm guessing that means current sales, not total sales. Edit: whoops didnt see the link. reading it now..
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Old 07-09-2011, 01:59 PM   #4
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So the combined sales of the two B&N products have surpassed Kindle sales?
In the US presumably. Note it's an estimate of devices shipped rather than sold, as Amazon doesn't release sales figures. Assuming that this counts Kindles that Amazon 'ships' to itself and is thus related to sales, I'd say that's pretty impressive.

My first reaction was 'well that's not too surprising as the Nook Colour is aiming at a market where Amazon doesn't have a competing device', but that's the point of the article.

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Old 07-09-2011, 02:00 PM   #5
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but also folks that want a good quality yet adorable tablet.
What's an "adorable" tablet?
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Old 07-09-2011, 02:06 PM   #6
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What's an "adorable" tablet?
The size of your hand maybe?
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Old 07-09-2011, 02:08 PM   #7
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What even more interesting is while sales stall for tablets(iPad, Android, Playbook) ...
It would a nice theory if the facts were not completely at odds....

"Based on numbers shared during Apple's WWDC keynote this morning, the company is on track to sell 8 million iPads this quarter (2011, 2nd quarter)
Gene Munster of Piper Jaffray noticed that Apple said it had sold 25 million iPads to date. That's a rate of about 87,000 per day, which amounts to almost 8 million for the quarter.

Munster previously expected quarterly sales around 7 million.
Last quarter, Apple only sold 4.69 million iPads. But that was because of supply constraints, not lack of demand."


http://www.businessinsider.com/new-e...quarter-2011-6
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Old 07-09-2011, 02:08 PM   #8
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"The Barnes & Noble (NYSE: BKS) Nook, with both color and black-and-white versions, now leads e-reader sales for the first time, according to research firm IDC."

Ah, I see what happened. Tech journalists/analysts, who are notoriously ignorant regarding ereaders, thought they were the same device because the names were kinda similar, as if my graphing calculator is a black and white version of my netbook. B&N should start calling more products the "Nook X" in order to boost sales appearance. Nook Candy, Nook Bottled Water, Nook T-shirt etc..

Last edited by OtterBooks; 07-09-2011 at 02:12 PM.
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Old 07-09-2011, 02:13 PM   #9
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What's an "adorable" tablet?
percocet.
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Old 07-09-2011, 02:20 PM   #10
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These are analysts who combine the sales of two different products, compare that to the sales to another company's single product (who's numbers are not released publicly) and can't understand released sales numbers from a third company. Yep... Thats marketing research for you...

Last edited by jgaiser; 07-09-2011 at 02:22 PM. Reason: added parans
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Old 07-09-2011, 03:28 PM   #11
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It wasn't clear whether the quoted figures were for the US market or worldwide. A sloppy piece of journalism. Doesn't surprise me. After a colleague of mine spent several days trying to brief a journalist about world population data, she still wrote a major article where she couldn't tell her billions from her millions. Plenty of journalists like that.
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Old 07-09-2011, 04:09 PM   #12
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Yay, more ereaders being sold.
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Old 07-09-2011, 04:48 PM   #13
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percocet.
this made me laugh after a sh**ty day
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Old 07-09-2011, 06:24 PM   #14
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this made me laugh after a sh**ty day
so will percocet. (disclaimer: only under the care of a physician, use as directed.)

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Old 07-10-2011, 09:56 AM   #15
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Given Barnes and Noble reports gross sales for its digital division business separately from the stores, and that its online sales includes everything (such as paperback books) as well as Nook hardware, it's possible to come up with realistic sales ranges for the Nook through end of April (they last reported Feb 1 to Apr 30 quarter).

If they sold about an equal number of Nook B&W and Nook Color, it is really hard to imagine they sold more than 1.5 million units combined. That's a very healthy number but hard to see how that surpassed Amazon.

From the Q4 Analyst call Jun 21: "the overall NOOK revenue, physical and electronic, was $250 million across dotcom and the stores for the quarter". If that was all Nook Color, that's 1 million units; if it's a mix of models, something more than that. They also stated that over a million new Nook accounts were opened during the quarter.

(Kobo, btw, also reported more than 1 million new Kobo accounts in the same period.)

The chief takeaway, however, is that the dedicated e-reader business, despite ongoing consolidation as weaker players fall out of the market (or fail to launch), is growing significantly.

Amazon estimated the US market at around 30 million people -- those who read (buy?) more than 2 books a month. That leaves a pretty healthy number of folks yet to embrace ereaders and, as we know, there appears to be a market for more than one per household ... and even more than one person in active reading households.
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