AllThingsD » Numbers

Microsoft Office on iPad

Walt Mossberg — Wed, 28 Dec 2011 23:37:09 +0000

Which app do you recommend for using on the iPad 2 for opening Microsoft Office files (Word, Excel, PowerPoint?)

If you literally just want to open the documents to read them, you don’t need any apps. The iPad comes with built-in viewers for Microsoft Office files. However, for opening, storing and editing the files, I like two products. One is called Quickoffice Pro HD, which costs $20 and handles all three types of files you cite, and more. The other is the tablet version of Apple’s iWork suite, which is sold as three separate apps for $10 each—Pages for word processing, Numbers for spreadsheets and Keynote for presentations.

This also would be a good place to note that there are reports, unconfirmed by the company, that Microsoft is considering releasing an iPad version of Office itself. I have no evidence this will happen.

Do any of your recommended Ultrabooks run Office?

All Ultrabooks run Microsoft Office. While Ultrabooks are thin and light, they are full-blown Windows laptops running the latest Intel processors, and in my tests, they ran Office very well, just as well as many heavier, thicker laptops I’ve reviewed.

My son was told by an Apple phone representative that the iCloud service cannot handle our full iTunes library of 6,000 songs, and it will only sync with your hand-held, wireless devices.

That’s inaccurate. ITunes Match handles 25,000 songs and syncs with Macs, PCs (if they’re running iTunes), the iPhone, iPad and iPod touch.

Walt is on vacation and his Personal Technology column will return Jan. 5. Email him at mossberg@wsj.com.

For Yahoo (And Me, Too), Time Is Brain

Kara Swisher — Wed, 23 Nov 2011 22:38:45 +0000

I hate to use a personal story to make a professional point — but when I was in the hospital recently, after suffering from a mini-stroke, I got an important piece of health advice that, oddly enough, applies perfectly to Yahoo, the Silicon Valley Internet icon I cover very closely.

I know, I know, but listen up …

When I was close to going home, one of my doctors told me I had to make sure I paid attention to any signs that might indicate a recurrence. The issue around any possible future ischemic attack taking place, he said, is speed in getting critical care once any unusual symptoms become apparent, such as numbness, tingling, confusion and cognitive difficulty.

That’s because every second of delay translates to increased damage to cerebral cells that could badly impact speech, movement and worse.

“Remember,” the doctor intoned with great and very appropriate gravity. “Time is brain.”

Yes, indeed it is — for me, and also very much so for Yahoo these days.

Leaving aside my own mortality, one of the most important issues going forward for Yahoo’s long-hoped-for revival will be how quickly the company moves in the next month, in what has so far been a lugubrious and rumor-heavy process to figure out its strategic plan in the wake of the firing of CEO Carol Bartz in early September.

That means — going into a major holiday season — Yahoo has about 30 working days to make what has to be a complex and multiparty deal. It is likely to include private equity firms, big companies, Asian partners, investment bankers, major shareholders and scrutiny from the media, in an effort that is approximately akin to herding cats.

This from a board that has often moved with snail-like reflexes in the midst of much more minors crises, and has shown a talent for disaster.

So, while speed is sometimes the enemy of reason, in this case, it is now more necessary than ever before.

There are three key reasons why Yahoo’s leaders have to perform quickly now, each of which could spell even more turmoil for the long-troubled company, if botched.

The first is the possibility — actually, the probability — of a proxy fight that might begin informally just after the new year.

That’s when you could start hearing from someone like activist shareholder Daniel Loeb of Third Point — who has been vocal about ousting Yahoo board members, including co-founder Jerry Yang. Yahoo directors are fully aware that he is eyeing this ugly option, which will include readying an alternate slate of directors.

According to a Yahoo spokeswoman, the earliest nominations for directors can be submitted is February 24 for those “shareholder proposals not intended for inclusion in proxy materials and for nomination of director candidates.”

But while there is a formal process, you will hear it coming long before that, unless Yahoo gives Loeb board seats to quiet him down — which is unlikely but possible.

Such a noisy fight is not one Yahoo can afford to have, and it has already shown some cloddish sensibilities in its response to a recent letter by Loeb — who has many more shares than Yang, and should still be accorded a certain amount of respect, no matter what he says.

Given how badly the last Yahoo shareholder tussle with Carl Icahn went, another proxy battle could be deadly, and might drag on through the first half of 2012. In his Yahoo tussle, Icahn ultimately got three seats on the Yahoo board, but eventually went away with everyone the poorer.

Second, Yahoo will report its fourth-quarter earnings in late January, which will likely continue to show weakness in key sectors of its business. While interim CEO Tim Morse is doing a laudable job given the shaky circumstances, drops in advertising revenue growth, engagement and search are not anything Yahoo can keep making excuses for.

While it is likely the company’s beleaguered operating execs will pull out the stops to make the numbers look better — a new game I like to play is “how many homepage ads can they jam in there at the quarter’s end?” — it’s no panacea for the kinds of dramatic and even drastic changes that new ownership will have to make, sooner than later.

And, speaking of beleaguered, perhaps the most important reason that Yahoo has to get the lead out and clarify its situation is due to one consistent thing about the company: Talent attrition and employee fatigue.

Speaking to one exec after another in recent weeks, it is dead clear that Yahoo is increasingly hard-pressed to hold on to the best of its current employees, or to attract any terrific new ones.

The impact on product innovation, morale and more is obvious.

One exec who has long been one of the more cheerleader types for Yahoo — often calling me out in the past for being too negative on the company’s prospects — has recently turned weary, cynical and even depressed about the future — so much so that I now find myself bucking up the worker.

“You can’t hire anyone, since you can’t tell them honestly who their bosses might be in three months,” said the staffer. “And you can’t look anyone who works for you now in the eye and tell them it will turn out right in the end, either, given the track record so far.”

Indeed. And, more than any other factor that could hurt Yahoo in the competitive tech sector, brain drain is what will always get you in the end.

Apple Brings iWork Apps to iPhone and iPod Touch

Ina Fried — Tue, 31 May 2011 16:41:56 +0000

Making more news ahead of its developers conference next week, Apple said on Tuesday that it is bringing its iWork collection of productivity apps to the small screen.

Already available for the iPad, Keynote, Numbers and Pages are now available for the iPhone 3GS, iPhone 4 and the two most recent versions of the iPod touch. Each app sells for $9.99 and is a free update for those that have already purchased the iPad versions.

“The incredible Retina display, revolutionary Multi-Touch interface and our powerful software make it easy to create, edit, organize and share all of your documents from iPhone 4 or iPod touch,” Apple senior VP Phil Schiller said in a statement.

The announcement comes as Apple has also confirmed its plans to detail iCloud and the next versions of the iPhone and Mac operating systems at next week’s Worldwide Developers Conference in San Francisco.

For its part, Microsoft has yet to bring most of Office to the iPhone, though it has released an iPhone version of its OneNote note-taking application. It, of course, does have a mobile version of Office for its own Windows Phone 7 operating system.

Posterous Goes Bare: Shows Us All Its Stats

Liz Gannes — Thu, 17 Feb 2011 07:15:45 +0000

I like to write about actual numbers, but start-ups are usually reluctant to give them up, preferring to blab about growth percentages and fuzzy feel-good milestones.

The lightweight blogging company Posterous volunteered to open its books recently, coughing up every product stat NetworkEffect asked for during a recent visit to the company’s oversized San Francisco Mission District office situated below a yoga studio whose clientele is way more clompy-footed than I might have thought.

The Posterous team, led by CEO Sachin Agarwal, was pimping its new groups product, launched Dec. 15, that’s kind of like a nice-looking Web interface for an email product like Yahoo Groups, turning messages into blog posts and smoothing photos and other attachments into easily viewable form. Used mostly for private communication (like a neighborhood group or a small business team), the groups tool supports users who participate by email without opening a Posterous account.

First of all, Posterous Groups is still quite small: Posterous has 12.3 million total blogs, and only 134,000 of them are groups. About 3,000 groups are created per day, or about 20 percent of total daily sign-ups.

Overall, Posterous has 9.2 million monthly visitors on its own site and on custom domains, according to Quantcast, which measures the service directly with its permission. That’s up from 6 million in September, but still quite a bit less than competitors like Tumblr and WordPress, which have 59.6 million and 517 million people, respectively.

The new groups product sends a ton of email (with user permission, and with the help of SendGrid): 230,000 messages per day. Half of Posterous group distribution is over email rather than the Web, and 30 percent of users are not registered.

As I mentioned earlier, most groups–76 percent–are private. And a quarter are for corporate groups–an alternative to business collaboration tools like Yammer. Business groups have an average of 15 people, while family groups have about 10.

As for revenue numbers? Negligible. The company is only starting Google AdSense revenue sharing and talking about business accounts.

Posterous has raised about $5 million in funding from investors including Redpoint Ventures, Trinity Ventures, SV Angel, Founder Collective, Lowercase Capital and Y Combinator.

AOL's Ad Turnaround Still Isn't Here Yet

Peter Kafka — Wed, 02 Feb 2011 12:42:04 +0000

AOL, which hasn’t always given the Street what it expects, delivered today: It reported Q4 earnings of 61 cents a share on revenue of $596 million. Analysts were expecting $588 million and 42 cents a share (or 52 cents, according to FactSet–AOL EPS estimates are usually all over the map). Wall Street was looking for an EBITDA of $145 million, and Tim Armstrong came through there, as well, with $149 million.

The bigger picture is that Armstrong’s turnaround is still in progress. Ad revenue was down 29 percent in the last quarter, though that number is worse than it looks. A big chunk of the decline comes from moves AOL has intentionally made that will cut revenue in the short run in return for more profitable sales down the road.

A more representative data set for Armstrong are his display ad sales, which are down 14 percent overall and 8 percent in the U.S..

The bad news is that the rest of the Web ad industry is well into rebound mode; the good news is that AOL has trained Wall Street to expect numbers like these. If you’re waiting to see positive sales numbers, Armstrong said during AOL’s earnings call this morning, wait until the second half of this year.

Buyer's Remorse: 16 Percent of Galaxy Tabs Are Returned

John Paczkowski — Tue, 01 Feb 2011 12:15:41 +0000

No wonder sales of Samsung’s Galaxy Tab to date haven’t been what the company expected. Not only are consumers buying fewer of them than previously thought–they’re also returning them more frequently.

ITG Investment Research tracked point-of-sale data from nearly 6,000 wireless stores in the U.S. from the Galaxy Tab’s November debut through Jan. 15 and found the device to have an unusually high return rate. According to its estimates, cumulative return rates for the Galaxy Tab through December of 2010 were about 13 percent. Worse, that percentage is growing as holiday purchases are returned. ITG figures cumulative Galaxy Tab return rates through January 15 were 16 percent. Ugly, considering the return rate for the iPad at Verizon since its debut on the carrier is just 2 percent.

But perhaps to be expected given Google’s own admonishments about Android Froyo’s tablet suitability. As Hugo Barra, director of products for mobile at Google, said last fall: Froyo is not optimised for use on tablets. If you want Android market on that platform, the apps just wouldn’t run, [Froyo] is just not designed for that form factor.”

[Image Credit: David Lyle/Wooster Collective]

Samsung Galaxy Tab Sells Well to Retailers–Consumers, Not So Much

John Paczkowski — Mon, 31 Jan 2011 20:01:15 +0000

Samsung may have shipped two million Galaxy Tabs in its fourth quarter, but that doesn’t necessarily mean it sold them all. Because evidently, it didn’t. In truth, sales to date haven’t been as fast as the company expected, according to Lee Young-hee, senior vice president of the company’s mobile communications business.

“As you heard, our sell-in was quite aggressive and this first quarterly result was quite, you know, fourth-quarter unit [figure] was around two million,” she said during the company’s recent earnings call. “Then, in terms of sell-out, we also believe it was quite smooth*. We believe, as the introduction of new device, it was required to have consumers invest in the device. So therefore, even though sell-out wasn’t as fast as we expected, we still believe sell-out was quite okay.”

A bit of a paper tiger, then, that two million Galaxy Tabs sold in three months. And the true number? Well, Samsung isn’t even willing to disclose that yet. Said Young-hee, “As you know, the tablet is relatively new and we need to see how the market develops before we give any firm numbers.”

Another reason to look askance at recent predictions that Apple will cede a significant portion of the tablet market to Android rivals in the years ahead.

*It was originally reported that Youg-hee described Galaxy Tab sales as “quite small.” She actually described them as “quite smooth,” as you can hear here.

Yahoo Q4 Slide Deck: Find the Momentum

Kara Swisher — Tue, 25 Jan 2011 23:55:40 +0000

For those who love to wallow in financial details, here is the slide deck of a lot of them, courtesy of Yahoo.

The Silicon Valley Internet giant reported its fourth-quarter earnings today, which met Wall Street investor expectations but were not a blowout.

Still, in a call after, its execs declared that signs were “encouraging,” and that Yahoo was “gaining momentum.”

See if you agree by going all junior accountant on the numbers:

YHOO_Q410EarningsPresentation_Final

Google's Latest Assault on Carriers: Number Porting Comes to Google Voice

Ina Fried — Tue, 25 Jan 2011 19:52:15 +0000

Google confirmed on Tuesday that it will start allowing people to bring over their phone number to Google Voice.

The service, known as number porting, costs $20 and takes about 24 hours to do, Google said in a blog post.

“One of the most frequent requests we hear from people who use (or want to use) Google Voice is that they’d like to get all of Google Voice’s features without having to give up their long-time phone numbers,” the company said. “This means you can make the mobile number you’ve always used your Google Voice number, so it can ring any phone you want–or even your computer.”

Like email addresses, phone numbers tend to be a point of stickiness with consumers, tying them to a particular provider. That changed in the mobile world some years back, though, once carriers started allowing customers to move their numbers from one provider to another.

For them, though, that was sort of a zero sum game. They’d get some new customers and lose some old ones. This, on the other hand, makes it easy to leave the traditional system entirely.

Number porting is initially available only in the U.S. to existing Google Voice users. New customers in the States should be able to start bringing over their numbers in the next couple of weeks, Google said.

Once available only by invitation, Google Voice has been available for all since last June.

Online Purchases Helped Boost Strong Retail Sales in 2010

Tricia Duryee — Fri, 14 Jan 2011 17:45:23 +0000

Strong retail sales in December contributed to a huge jump in retail sales for the year, as consumer confidence bounced back and more shopping was conducted online, according to a Commerce Department report released today.

In December, retail sales jumped 0.6 percent as consumers bought more goods from online retailers, drugstores and building-supply companies.

When excluding auto sales, which can vary wildly, sales were up 0.5 percent, which was just shy of the 0.7 percent forecast that economists surveyed by MarketWatch were expecting.

The biggest gains in the retail sector were led by online and catalog companies, such as Amazon and Land’s End. That category witnessed sales jump 2.6 percent, the biggest increase in almost three years.

Earlier reports by comScore hinted that may be the case, with December online sales up almost 12 percent over last year. Many retailers encouraged shoppers to spend online by offering discounts and free-shipping incentives up until the last few days before Christmas.

Overall, the full-year gains were the most impressive numbers from today’s government report. Retail sales jumped 6.6 percent in 2010 compared to the year-ago period. The last time sales rose at a faster clip was 11 years ago during the Internet boom, when sales surged 8.2 percent.

SAP Reports 27 Percent Revenue Increase, Still Owes Oracle

Beth Callaghan — Thu, 13 Jan 2011 18:32:09 +0000

German software vendor SAP reported a 27 percent increase in software sales and maintenance services revenue for its fourth quarter. For the first time, SAP’s numbers include its 2010 acquisition of Sybase, but the company didn’t report a net profit because it has yet to determine how the $1.3 billion dollars it owes Oracle from the rival’s 2010 copyright-infringement case will impact its bottom line.

Microsoft Sells Eight Million Kinects–Well, Not Really, but Close Enough

Tricia Duryee — Thu, 06 Jan 2011 06:37:10 +0000

We were hoping Steve Ballmer would spill the beans on how many Kinects the company has sold to date, and he didn’t disappoint.

During the Microsoft chief’s traditional appearance on the eve of CES, there was really no better consumer electronic to talk about.

The Xbox add-on has been a blockbuster hit for the company.

It sold 2.5 million in the first 25 days at market, and has garnered extended interest in the platform beyond hard-core gaming enthusiasts. It works similarly to the Nintendo Wii by allowing gamers to play beach volleyball or ping-pong or take dance lessons using motion, but this version doesn’t require a controller at all.

Tonight, Ballmer provided an update on just how well it’s selling. In its first 60 days on the market, he said, eight million Kinect sensors were sold, outpacing the five million units the company had forecasted in 2010.

But those figures require a little more explanation than was given:

The 2.5 million sold in 25 days counted the number of devices consumers purchased, whereas the eight million figure reported today represents the number of devices shipped to retailers.

The discrepancy between those two is likely fairly slim. Up until recently, inventories have been really low, and retailers have been sold out in some circumstances. For instance, the Xbox 360 with 250GB, bundled with the Kinect, remains sold out at Walmart.com, but is available at Amazon.com.

A Microsoft spokesperson had a fairly simple explanation for the different reporting methods:

To develop the sell-through numbers when it announced 2.5 million in sales, Microsoft conducted manual checks among retailers to gauge interest during the holidays. Those are very labor intensive, “and are not something we do throughout the year,” the spokesman explained.

“The change back to sell-in reporting aligns our Kinect disclosures to our ongoing worldwide console and financial disclosures, and is what you should expect from us going forward.”

Either way, the spokesperson assures us that Kinect sales far surpassed the five-million unit forecast.

It doesn’t hurt that the Xbox 360 has been the best-selling console in North America for six months running. Another figure revealed tonight was that console sales for the Xbox 360 hit 50 million over the holiday season.

That’s a lot. Nintendo said this week that the Wii system to date has sold more than 34 million consoles in the U.S., and that it sold more than seven million in 2010.

Other milestones:

–8 million: Number of Kinects sold in first 60 days

–50 million: Xbox 360s sold to date

–30 million: Number of Xbox LIVE members

Chartbeat Says the Rise of the Machines Won't Be So Bad if You're a Cyborg

Peter Kafka — Tue, 04 Jan 2011 15:46:17 +0000

Tony Haile has a vision of the future, and it involves turning people like me into cyborgs.

And Haile thinks this is a good thing! It’s part of his pitch for Chartbeat, a Web analytics start-up: He says that very soon “content producers” like yours truly are going to be faced with the choice of becoming robots–that is, replaced with algorithms and machines–or sticking around and injecting ourselves with big helpings of technology and data.

Chartbeat is supposed to help people like me with the cyborg route, by providing real-time information about the way the stuff I make performs on the Web: How many people are looking at a given story, where they’re coming from, how long they’re staying, etc.

Until now, most of Chartbeat’s 3,000 customers have handed that information over to managers and editors. But now Haile is rolling out Newsbeat, a tweaked version of the service that’s supposed to be delivered directly to rank-and-file stuff-makers like me. He’s been working with Web publishers like Gawker Media, Fast Company and Time Warner’s Time Inc. to get the rollout ready.

I’m not entirely opposed to my coming transformation, by the way: Unlike some of my peers–and these tend to be older peers–I like the idea of knowing more about the way people consume the stuff I make.

And it’s inevitable, anyway. On the Web, it’s impossible not to be exposed to performance data. The only question is what kind of data, and how much.

But still. I don’t know exactly what I’m supposed to do with all of this data. The version of Chartbeat that All Things D already uses gives me plenty of personalized information about my stories, and it’s narcotizing to sit around and watch my numbers flick up and down all day.

And if I were running a very big Web site, like, say, the Wall Street Journal, which also uses Chartbeat (and, like this site, is owned by News Corp.), I could put some of that data to work. I could figure out which stories I might want to highlight on the homepage, and try to analyze why others aren’t performing as well as they could, etc.

But from my worm’s-eye view, I don’t know what I’m really supposed to make of my Chartbeat report. Chartbeat tells me that my scooplet this morning on Rock Band is doing well, which is gratifying. But I could also get that information, with a longer delay, via services like Adobe’s Omniture or Google Analytics.

And in any case, then what? That information can’t help me make more scoops, or more interesting stories. And in the end, I’m pretty sure that’s the only way I can I do a better job.

Haile disagrees, of course. So let’s let him make his own case in this interview, which we conducted in the semi-busy hallway outside his office yesterday.

[ See post to watch video ]

Amazon Opens Up on Kindle Sales, Says "Millions" Sold This Holiday Season

Tricia Duryee — Mon, 13 Dec 2010 18:30:43 +0000

Amazon.com has sold “millions” of new Kindles in the first 73 days of the holiday quarter, according to the Kindle team, which was caught thanking customers in an online forum today.

That’s as close as the Seattle-based e-commerce company has come to revealing its sales numbers–ever.

In the past, it’s spoken in broad strokes, claiming that the device was “the fastest selling ever” or that the “Kindle is far and away our bestselling gift item.”

CEO Jeff Bezos also predicted that sales of electronic books will surpass paperback sales by next summer or fall, and sometime after that they will surpass the combination of paperback and hardcover sales.

Truth be told, that’s likely the more important figure for Amazon, rather than hardware sales. With an app virtually on every portable device, including the iPad and several smartphones, its electronic book distribution reaches way beyond the number of Kindles in the wild.

However, with increasing competition from Apple’s iPad and other devices, like the Barnes & Noble’s Nook, there’s still plenty of competition.

For context, the Kindle team says the number of Kindles sold this holiday season is more than the number sold in all of 2009. The sales figures were first mentioned and reported by Daring Fireball.

In September, Barclays’ Douglas Anmuth guessed that Amazon will sell about five million Kindles this year with the help of the latest redesign and more appealing $139 to $189 price points.

Top iOS Apps of 2010: Flipboard, Hipstamatic, Plants Vs. Zombies and Osmos

John Paczkowski — Thu, 09 Dec 2010 23:45:50 +0000

Just nine days into December and the “Best of 2010″ lists are already piling up like early snow. The latest, Apple’s iTunes Rewind, highlights the store’s most popular content of the year and, while its lists of music and movies are certainly worth a look, its breakdown of popular iOS apps is most interesting. Apple’s top selections for the year–Flipboard, Hipstamatic, Plants vs. Zombies and Osmos. Below, the top 10 winners divided up by category.

Top 10 Paid iPad Apps

Pages

GoodReader for iPad

Numbers

Angry Birds HD

Keynote

Glee Karaoke

WolframAlpha

Pinball HD

Friendly for Facebook

Star Walk for iPad

Top 10 Free iPad Apps

iBooks

Pandora Radio

Netflix

Google Mobile App

Solitaire

Movies by Flixster–with Rotten Tomatoes

IMDb Movies & TV

Kindle

Google Earth

Virtuoso Piano Free 2 HD

Top 10 Grossing iPad Apps

Pages

Numbers

Keynote

LogMeIn Ignition

SCRABBLE for iPad

Documents To Go® Premium–Office Suite

Angry Birds HD

Real Racing HD

Plants vs. Zombies HD

Proloquo2Go

Top 10 Paid iPhone Apps

Angry Birds

Doodle Jump

Skee-Ball

Bejeweled 2 + Blitz

Fruit Ninja

Cut the Rope

ALL-IN-1 GAMEBOX

The Moron Test

Plants vs. Zombies

Pocket God

Top 10 Free iPhone Apps

Facebook

Angry Birds Lite

Words With Friends Free

Skype

Tap Tap Revenge 3

The Weather Channel®

Paper Toss

Bing

ROCK BAND FREE

Talking Tom Cat

Top 10 Grossing iPhone Apps

MLB.com At Bat 2010

Angry Birds

Call of Duty: Zombies

Bejeweled 2 + Blitz

FriendCaller 3 Pro

Zombie Farm

TomTom U.S.A.

TETRIS®

Plants vs. Zombies

Doodle Jump

Microsoft "Happy" With Windows Phone 7 Sales

Ina Fried — Wed, 08 Dec 2010 20:26:46 +0000

Windows Phone 7 has been on the market for a month now, but Microsoft has steadfastly refused to give out any concrete sales numbers.

Onstage at D: Dive Into Mobile on Tuesday, Microsoft Vice President Joe Belfiore told Walt Mossberg that it was just too soon to give the numbers. (Mind you, Microsoft hasn’t had a similar problem touting figures for its equally new Kinect product.) In a backstage interview, Belfiore again declined to give specifics, but did say that the company is pleased with the phone sales figures, even if it won’t quantify them.

“We’re very happy with the rate of sales given the fact we’ve taken such a significant reset from Windows Mobile to a brand-new Windows Phone,” Belfiore told Mobilized after his onstage appearance. “We need people to get reacquainted with what we’re offering.”

In the video portion of the backstage interview, embedded below, I tried to pin Belfiore down a little further, asking whether Steve Ballmer smiles or winces when he sees the numbers.

“I think we’re all feeling pretty good,” he replied.

Belfiore also confirmed that a software update early next year (the same one that will bring copy and paste) will pave the way for Sprint and Verizon to also start selling the phone. Microsoft had to make a bunch of trade-offs in order to get the product out this year–one of which was delaying support for CDMA networks. As a result, the phone is only available in the U.S. on AT&T and T-Mobile.

“Having Windows Phone on Verizon and Sprint will be a very important thing,” Belfiore said. “There are a large number of users on those networks that like the service they are getting from their carriers.”

[ See post to watch video ]

Amazon Selling So Many Kindles It Can't Count Them

Peter Kafka — Mon, 25 Oct 2010 16:25:38 +0000

Right? Maybe that’s the reason Amazon doesn’t release sales numbers for its e-reader line–it literally has no idea how many it sold?

Oh. No. That can’t be it, either: Here’s another Amazon press release, which tallies up Kindle sales without actually telling you how many Kindles Amazon has sold.

As usual, Amazon presents a comparison instead of a count: The company says it has moved more third-gen Kindles, which went on sale in August, than its total of older models for the last three months of 2009. Pause. Does the apples-to-pears nature of this one throw you for a loop? Me too.

And another data point: Amazon is now selling more Kindle titles than hardcover and paperback books. That’s a new wrinkle on an old bragging point: In the past, Amazon said that it had sold more Kindle titles than hardcovers.

Not surprisingly, Amazon doesn’t mention the impact of the iPad on its e-book sales, but it’s likely substantial, since iPad owners can read Kindle titles on Apple’s tablet.

Want to read about Kindle sales from a source other than Amazon? No problem. Here’s a discussion of J.P. Morgan’s report on the e-book boom, and one from Citi about the impact of the Kindle on Amazon’s P&L; Mark Mahaney thinks the Kindle will account for seven percent of the company’s revenue this year.

New Generation Kindle Device Sales Already Surpass Fourth Quarter 2009 – The Peak Holiday Shopping Season and Busiest Time of Year on Amazon

Amazon.com Customers Now Buying More Bestsellers on Kindle Than Paperbacks and Hardcovers Combined—At a Rate of 2 to 1

SEATTLE—October 25, 2010—(NASDAQ: AMZN)—The new generation Kindle devices are the fastest-selling Kindles of all time and the bestselling products on Amazon.com and Amazon.co.uk. Today, Amazon.com announced that sales of the new generation Kindle devices since their introduction have already surpassed total Kindle device sales from October through December 2009.

“It’s still October and we’ve already sold more Kindle devices since launch than we did during the entire fourth quarter of last year—astonishing because the fourth quarter is the busiest time of year on Amazon,” said Steve Kessel, Senior Vice President, Amazon Kindle. “Readers continue to choose Kindle for its all-new electronic ink screen with 50 percent higher contrast, readability in bright sunlight, long battery life of up to one month, light 8.5 ounce form, flexibility to read their books across all major LCD devices and platforms, and low $139 price. It’s clear that this is going to be the biggest holiday for Kindle yet—by far.”

In addition, Kindle book unit sales continue to overtake print on Amazon.com, even while print book sales continue to grow. During the past 30 days, Amazon.com customers purchased more Kindle books than print books—hardcover and paperback combined—for the top 10, 25, 100, and 1,000 bestselling books on Amazon.com.

“For the top 10 bestselling books on Amazon.com, customers are choosing Kindle books over hardcover and paperback books combined at a rate of greater than 2 to 1. Kindle books are also outselling print books for the top 25, 100, and 1,000 bestsellers—it’s across the board,” said Kessel. “This is remarkable when you consider that we’ve been selling hardcover and paperback books for 15 years, and Kindle books for just 36 months.”

Other recent milestones for Kindle include:

• In the 12 weeks following the introduction of the new generation Kindles, Kindle devices or Kindle-related items such as Kindle books and covers represented 15 of the top 15 bestselling items on Amazon.com and Amazon.co.uk combined.

• Amazon sold more than 3 times as many Kindle books in the first nine months of 2010 as in the first nine months of 2009.

• The Association of American Publishers’ latest data reports that e-book sales grew 193 percent between January and August 2010. Kindle book sales growth during the same period exceeded this rate.

Android Beats Apple–In One Small Corner of the Mobile Ad Market

Peter Kafka — Tue, 19 Oct 2010 11:00:11 +0000

Steve Jobs spent a lot of time yesterday explaining why Apple will beat Google in the long run. But he also conceded that, at least for a brief period, Google’s Android was running neck and neck with his phones.

Here’s another small data point to back that up. A very small one: Mobile ad network Millennial Media says that last month Android phones on its network generated more ad revenue than Apple’s iPhones did.

That’s the sum total of the information Millennial provides–there are no dollar signs attached, and no numbers of any kind.

So it’s hard to make that much of it. And if you want to raise your eyebrow even higher, you can look at this seemingly contradictory chart from Millennial that shows Apple phones generated significantly more ad impressions than Android phones. (Click to enlarge.)

Again, this is just about ad dollars that Millennial touches. So it has nothing to do with Google’s search ads or Apple’s iAds, or anything else. And recall that Apple has sent mixed messages about non-Apple ads on its platform, period. So you really don’t want to read too deeply into this.

But if you came away from the data thinking that Apple and Google are in a very competitive fight for the smartphone market, that would be okay.

Google's Victory Dance: Check Out Our Go-Go Numbers!

Peter Kafka — Thu, 14 Oct 2010 22:45:28 +0000

After showing off financial numbers that blew away Wall Street’s earnings estimates, what could Google do for an encore? Trot out even more numbers, via a tantalizing but not-that-revealing striptease.

Here are the three data points that the search giant showed off during its earnings call this afternoon. All of them “begin with the letter B,” as product SVP Google Jonathan Rosenberg noted, and all of them come with caveats:

$2.5 billion: Non-text display ad revenue run rate. That number includes ads from its DoubleClick unit as well as YouTube.
2 billion: YouTube monetized views per week.
$1 billion: Mobile annualized revenue run rate.

All of those seem big–and they are! But they’re also deliberately fuzzy enough that it’s hard to tell exactly what they mean.

For instance: As Henry Blodget notes, those display-ad dollars are gross revenue, which means that Google only keeps a portion of them. And while that two billion YouTube views number is up from a billion a year ago, it’s proportionally the same: A year ago YouTube said it was monetizing a billion views a week while serving up a billion views a day; now the video site says two billion views a week and two billion a day.

Meanwhile Google officials, who routinely announce that YouTube is close to profitability, refused to tell analysts whether YouTube is actually profitable.

No matter! The point of b-as-in-big numbers was to impress Wall Street with Google’s ability to create new revenue streams beyond its core search ads. And the data, along with the company’s impressive Q3 performance, seems to have worked: Shares are up nine percent in after-hours trading.

——————

EARLIER

There’s the beat Wall Street was looking for. Google reports earnings of $7.67 a share and net revenues of $5.48 billion. The consensus was for $6.67 and $5.25 billion. GAAP EPS was $6.72.

Google (GOOG) has been plowing money into capital expenditures and people–it now has 23,300 employees, up from 21,800 months ago, a 6.8 percent increase–but it has been able to keep operating income quite healthy, anyway. Adjusted operating income was $2.93 billion, well above the $2.77 billion consensus.

GOOG is up considerably, now seven percent, in after-hours trading. Robot cars for all!

You can listen to (and watch) Google’s 4:30 pm ET earnings call by clicking on this YouTube link. I’ll add updates from the earnings call occasionally starting here:

As in recent quarters, CEO Eric Schmidt is sitting this one out.

CFO Patrick Pichette starts off. Aha! Teases that “we may have” Schmidt available for the first 30 minutes of Q&A before he gets on a GooglePlane.

300 of those new 1,500 employees came from acquisitions.

Discussion of “long-term” growth–”the next 5 to 10 years.” “Simply put, we’re on this growth agenda at full throttle…investing heavily in people and in product.”

There’s a “war for talent” in our industry, which is “out of synch” with the broader economy. Currently exploring how to attract and retain people. Winners and losers determined by this battle.

Re: Product investment, which you’ll hear about from product SVP Jonathan Rosenberg. He’s going to tell you about some numbers, but don’t expect to hear an update on these–they’re merely “proof points” about Google’s success.

Here’s Rosenberg, teasing new previously unreleased numbers.

Here they come. Starting with search and Google Instant:

Impact has been “very minimal” on revenue and “quite expensive” from a resource perspective.

But! “We launched it because we could.”

As search gets better, ads have to keep pace. Great momentum with AdWords.

New ad formats appear on more than 10 percent of query. Some formats show clickthrough rates as much as 10 percent on some, up 30 percent in others.

Big numbers, “which all begin with the letter B.”

$2.5 billion: Non-text display ad revenue run rate. That includes DoubleClick, YouTube.

2 billion: YouTube monetized views per week

$1 billion: Mobile annualized run rate

Mobile search queries up 5 times in the last few years.

Back to Pichette, to tamp down numbers.

In some cases, there is overlap with numbers. For instance, with AdMob, numbers counted in both display and mobile.

Time for Q&A, Schmidt is now on the line.

Schmidt says query growth is pushing click growth, and so are new ad formats. Ads are more compelling, etc.

Pichette notes that AdX numbers are included in the $2.5B display total.

Q: Please talk about YouTube. Of the two billion monetized views, what percent is that of total views? And are you profitable yet?

Pichette: Re: Profitability, “We have not made any comments on it.” [Except of course when they do, over and over.]

Rosenberg: Note that we’ve said we do two billion views per day–that will give you context.

Sorry, missed a Q.

Schmidt says growth of Android is “well past what I had ever hoped for.”

90,000 apps on Android “and growing very fast.”

Question about “proprietary benefits” of Android.

Schmidt: Android is the “largest single platform play” in mobile today.

We’re growing it by giving software away. How does that help us? Well, for starters, people who use Android search two times more than anyone else. Obvious benefit for us there, and search is more lucrative for us there as well, and that makes Android “hugely profitable.”

And we can add other value-added services to Android, but that’s not the focus right now.

Questions on cost: Cost per employee has declined. Can you continue that? And on mobile, will you stay with the “indirect monetization” Android strategy?

Pichette: Wouldn’t read anything into the cost-per-employee numbers. But we’re continuing to be frugal and generous.

Ad boss Nikesh Arora: We’re excited about the revenue model we have. We have no reason to change the model we have with Android.

Schmidt: And display will become a very big component of mobile.

Q: On display, can you break out YouTube and AdX numbers? And what do you think of competitive Android marketplaces?

Pichette: No breakout of numbers. [Duh.]

Schmidt: Goal of the app store is to make money for developers. Not a revenue goal for Google. More stores are a “win for everybody.”

Question about CPC on mobile devices. Rosenberg: They’re lower than desktop, because there aren’t many practical ways to consumate transaction. But on the iPad, activity looks a little bit more like it does on a PC, because there’s more room to enter credit card numbers, etc.

Q: Please discuss cannibalization between smartphone and PC–are iPad and tablet searches incremental or cannibalization? And can you give us color on international 26 percent growth?

Rosenberg: We don’t see cannibalization. We see mobile as complimentary to desktop. Different use patterns–mobile search is on weekends, during lunchtime, etc.

Arora: Generally, trend positive across the board. U.K. a bit weaker, but some of that is FX. Southern Europe way better than Northern. Asian markets robust.

Q: Competitors make $300 profit per handset sold over the lifetime of a device.You’re approaching this with a different model, but do you think that’s an upper limit on that number?

Schmidt: Our model is that handset makers and manufacturers make a lot of money from the phone, and we make money from advertising. So can’t compare the two, and premature for us to guess what we can do. “It should be highly lucrative” and a “very very strong revenue stream compared to a PC.”

Q: On social search. How do you “capture the signal” without access to the data feeds, as you have with Twitter.

Schmidt: “There are some ways we can do that” now, and we’re working on new ways.

Sorry, stepped out. Back now.

Q: TAC rate seems to be lowest since IPO. Sustainable? Growth has been driven by volume, not price. Sustainable, and/or will pricing increase going forward?

Pichette: MySpace deal is now over. That saved us a bunch of money. And mix of our partners will effect our TAC. That’s about it.

Rosenberg: Can’t answer volume/price question without “being forward-looking.” [Heh]

Q: Microsoft/Facebook deal was exclusive. But do you think you’ll see exclusive data deals? And what about Groupon, etc.? Can you compete there?

A: Value of exclusive data is “swamped” by “vastness” of the Web. So no concern there.

Schmidt: Always a concern that large chunks of data are not accessible to search engines….long pause… up to the content owner to decide how much to expose. We believe the world is better off if more information is searchable. “We fundamentally believe that.”

Rosenberg: Daily deals are very exciting. “A lot of small companies doing a fabulous job there.” We participate a little bit via sitelinks. But no question “that’s a very exciting and hot space.”

Q: When will Google Instant be on the BlackBerry or iPhone? What’s Android activation rate? And why not let advertisers bid directly on mobile inventory?

Rosenberg: Instant availability on other platforms “relatively soon”–probably this fall.

Not updating Android activation numbers.

Q: Given that non-core search is more material, do you think you’ll keep allocating resources with your 70-10-10 model? And when do you anticipate mobile overtaking desktop?

Schmidt: On mobile vs. display: Even if we knew I don’t think we’d talk about it.

On core vs. emergent: We talk about this all the time. Depends. Android is very small, and growing fast, so they get all the resources they need. We end up still at 70-10-10, but that’s not really a formula for us.

Pichette: What really matters the most to us is as Eric says, “When you see a hockey stick, pour gasoline on that fire.”

Q: Big-picture data question: What does Google think about leveraging user data to better target ads (see Facebook, Yahoo, etc.)–particularly with search data and display?

Schmidt: “We have a pretty strong opinion that we’re not going to do very much of it.” We’re intensely serious about privacy.

So “we’re not going to do the kinds of things that we could do with it… without your explicit permission. And in many cases we probably won’t do it forever.”

A question on display, which I’ve missed but will have to return to.

Pichette wraps things up. Today’s data points “are not about giving you information” for coming quarters, but to give you confidence that we’re building long-term businesses.

Call ends.

Mark Mahaney’s cheat sheet will help you decipher the numbers:

Numbers Game Keeps Paying Off for Android

John Paczkowski — Tue, 05 Oct 2010 19:28:30 +0000

Well, it was bound to happen sooner or later. Google’s (GOOG) Android operating system is now the top-selling OS among recent cellphone buyers in the States. Nielsen reports that among people who bought smartphones between January and August , 32 percent chose ones running Android, while 26 percent opted for BlackBerries and 25 percent for iPhones. (Notably, Nielsen’s figures include just a single full-month of iPhone 4 availability.)

Not much of a surprise, really, given the proliferation of Android devices at market these days and the number of carriers on which it’s available. Were the iPhone available from all four major wireless carriers and in a multitude of models, I imagine Nielsen’s numbers would be quite a bit different.

Liveblogging Yahoo's First-Quarter Earnings Call: Yahoo Paints by the Numbers!

Kara Swisher — Tue, 20 Apr 2010 20:59:24 +0000

BoomTown liveblogged Yahoo’s first-quarter earnings call with analysts today, which started at 2 pm PT.

Earlier today, Yahoo said its net income spiked to $310 million, or 22 cents a share, in the period.

Revenue, after subtracting what Yahoo (YHOO) pays in advertising commissions, was $1.13 billion.

Wall Street was expecting earnings of nine cents per share and net revenue of $1.17 billion.

Here we go:

2:02 pm PT: Investor lady said stuff. But, yay, Yahoo CEO Carol Bartz was on the call, so–not that I don’t enjoy CFO Tim Morse, also on the call–it promised to be much livelier.

Bartz got on first and called it a “solid” quarter. Nothing fancy, but pretty accurate.

She quickly turned it over to Morse for the numbers.

It’s all in the charts and slides here, but Morse did stress the importance of the search and advertising partnership with moneybags Microsoft (MSFT).

It is like cost-savings manna from heaven–$78 million in this quarter alone–for Yahoo. In fact, it’s the gift that will keep on giving, noted Morse, although not in those words.

Also, advertising, especially display, is back! Search, not so much. Revenue per search down, share down–a true weakness for the No. 2 search player.

More numbers from Morse, who began to lull me into an afternoon nap, so there was joy on my part when he said: “On a final note…”

Overall, Morse said that things are looking up.

2:21 pm: Bartz is back, noting first that the ad market is looking up and that marketers are looking to get creative with Yahoo’s “digital canvas.”

“Science, art and scale,” said Bartz.

I had no idea Yahoo was Rembrandt!

She used examples of work the Silicon Valley Internet giant is doing with retail giant Walmart (WMT).

Search is not so pretty: “I don’t think it is any secret that we have had a hard row to hoe in search,” Bartz said.

The bad crops metaphor is right!

2:27 pm: Microsoft deal stuff, though Bartz gave few details.

Suddenly, she threw a bit of a tantrum about those who focus too much on Yahoo executive talent, or–actually–the departure of executive talent from the company, which she called “borderline” obsessive.

I think she just took a smack at my reporting and called me the Vincent Van Gogh of the Internet, since All Things Digital breaks most of those stories.

Memo to Carol: I have covered both goings and comings. Did you miss the Blake Irving piece just this week?

And, frankly, when you lose your chief ad sales person and CTO in a month, it’s kind of a big story.

I am a bit obsessed with Yahoo, it is true, but I still have both ears. (Unless Judy comes at me with some scissors for giving you a hard time!)

End of my tantrum.

Bartz then moved onto details about programming and other features at Yahoo–sports, mobile, Facebook integration–and the company’s recent content deal with Hollywood producer Ben Silverman.

She called what he makes for Yahoo “video snacks.”

Smacks and snacks!

2:37 pm: Q&A time!

First up, a question about search and display.

Morse answered: Display great, search not.

Next: Flat page views and how do you increase engagement?

Bartz will “take a whack at that,” since she is clearly in a whacking mood.

Engagement is a big focus and Yahoo is working on it: More interactivity, social networking, better targeting.

Bartz said she has been getting a lot of diet recipes in that targeting, although she has no idea why. I think she looks great!

Next: What’s up with search declines again?

Morse: We are working on it!

Bartz: “We’re not a long-tail buy.”

Now, a tax guidance question (which means I headed to the bathroom at this point).

Next: What up with international? Also, another question about search decline trends–there has to be a morning after!

“We’re not fighting comScore (SCOR) on this,” said Bartz. Good idea.

“We have a lot of effort going into this,” she added. Stabilization is apparently the new up.

2:50 pm: I missed the last question because I had been looking at an OMG! story about actress Sandra Bullock not wearing her wedding ring. What can I say, except that Yahoo content is a lot more interesting than this earnings call.

But essentially, Bartz was talking about making Yahoo’s internal operations more consistent, which has been one of her favorite memes.

There was also a China question, but Yahoo is not running the show there.

More about the search alliance with Microsoft and its costs.

“There are a lot of moving pieces on this,” said Morse, which means he does not know yet.

He added that Yahoo might buy back some stock, but did not give specifics.

More search questions, this time about how Yahoo sells it. Bartz sounded weary of the questions about this key arena.

I can almost hear the internal dialogue in her head: “WHY THE #@&%*# ARE THEY SO BORDERLINE OBSESSED!?!”

Face it, Carol, we can’t get enough of your search non-answers.

Bartz moved onto Yahoo’s strength in the content space. She is right about this, which is Yahoo’s major differentiation.

And again she stressed the artistic canvas metaphor, for both content and advertising.

Yahoo is the Da Vinci of Digital! The Michelangelo of Microchips! The Picasso of Pixels!

I am borderline choked up at the thought of it.

Top Three Ways to Get Facebookers to Read Your Story: Post It on the Weekend, Use a Number and Don't Talk About Twitter

Peter Kafka — Wed, 24 Mar 2010 11:00:23 +0000

Facebook may or may not be bigger than Google (GOOG). Actually, it probably isn’t. But it’s certainly big enough, and generates enough traffic, that Web publishers are desperately trying to figure out how to harness it.

Enter Dan Zarrella, a self-described “social media marketing & viral marketing scientist,” who has been doing some interesting research about the way Facebook users share Web links. Some of his findings, in ascending order of usefulness:

Facebook users aren’t interested in sharing stories about Twitter.
They are interested in sharing stories that have numbers in the titles.
They’re most interested in sharing stories when they read them on the weekend.

It’s not surprising that people who use Facebook aren’t terribly interested in stories about Twitter–unlike Twitter-obsessed Twitter users. And there’s not much a publisher can do with that info. The fact that people like numbers and lists is behind a magazine trick the Web has already embraced wholeheartedly.

Zarrella’s research about weekend posts, though, is worth chewing on for a second. He suggests that Facebook users are more likely to share stuff on weekends because they lack time to get on the site during the work week.

But if that were the case, you’d figure Facebook would have a well-documented usage drop from Monday through Friday. And if someone’s reported on that, I haven’t seen it.

Here’s a guess I can’t back up with numbers: Maybe people are more apt to share stuff on the weekends because they’ve got more time to read.

In any event, Zarrella’s advice to post items on the weekend is sensible, but limited–there aren’t a lot of Web publishers who can take a pass on five days each week.

Touch-Up: Apple's iPad Improves Multitouch and Gesture Capabilities

Beth Callaghan — Wed, 27 Jan 2010 20:19:09 +0000

Apple’s iPad, announced this morning, will definitely make waves in the e-reader market. Undoubtedly, much of its appeal will lie in its color display and ease of use. Much like other OS X applications, the user interface looks intuitive and appealing–very book-like. As seen on the big overhead screens at the presentation in Yerba Buena Center this morning, pages look as if they are written on paper.

“We use the e-pub format, the most popular open-book format in the world,” said Steve Jobs. “We think iPad is going to be a very popular e-reader not just for bestsellers, but for textbooks as well.”

Technology developed for the iPad’s e-reader application has already benefited other Apple programs. A new version of iWork, for example, was developed specifically for the iPad. Keynote, Pages and Numbers have all been optimized for multitouch. Numbers, in particular, has been souped-up; it now boasts a data-entry keyboard along with some 250 built-in functions. The software’s gesture capabilities put Excel to shame.

Apple is going to charge $9.99 for each program, and all three are compatible with their Mac versions.

Apple iPad Event Liveblog

John Paczkowski — Wed, 27 Jan 2010 18:00:40 +0000

After months of feverish speculation and as many years of wishful thinking, Apple uncrated its tablet computer–the iPad–at an invitation-only event in San Francisco this morning.

Liveblog

9:13 am PT: Quite a scene here this morning; the queue for media credentials is nearly as long as some of the iPhone 3G launch lines I saw a few years back. Moments ago, an Apple PR rep slipped through the doors of the Yerba Buena Center to ask that the press waiting outside take two big steps back. The last time that happened to me, I was at a Jesus Lizard show.

9:54 am: The doors open and the press enters the event hall. Initially, at least, the scene is pretty crazy. “This is like the subway in New York,” an attendee behind me jokes. More like the subway in Tokyo, I think to myself.

A Bob Dylan soundtrack plays as media and guests file in. It’s momentarily interrupted by a “please take your seats, our event is about to begin” announcement.

10:00 am: Interesting stage set-up today: Instead of an empty stage or a simple table, there are a black leather chair and side-table. Lights are dimming….

And Steve Jobs takes the stage to a standing ovation.

“We want to kick off 2010 by introducing a truly magical product, but first a few updates….A few weeks ago we sold our 250 millionth iPod…I didn’t want to let that moment pass without recognizing it.”

10:05 am: Jobs offers a quick overview of Apple’s retail operations and some of the new stores it has opened recently before moving on to the iTunes App Store. “A few weeks ago we announced that three billion applications had been downloaded from the App Store–that’s in 18 months…amazing.”
He notes, as he did in the company’s earnings release the other day, that Apple is now a $50 billion company.

Apple is a mobile devices company, says Jobs, “the largest mobile devices company in the world now. Larger than Sony’s mobile device business, larger than Samsung’s and, astonishingly, Nokia’s as well.”

10:07 am: A quick historical overview now. Jobs touches on the first PowerBook, introduced in 1991. He moves on to the MacBook and then the iPhone.

“All of us use laptops and smartphones, now. And the question has arisen lately: Is there room for a device in the middle?…We’ve pondered this question as well.”

This “middle” device, says Jobs, must be better at doing certain tasks than either the laptop or smartphone. If there’s going to be a third-device category, it must be better at browsing the Web, video, photos, music, etc.

“Some folks say this device is a netbook…. The problem is, netbooks aren’t better at anything.”

10:10 am: But we have something that is, says Jobs, “and it’s called the iPad.”

Photos of the device appear on the giant screens. Very thin. Very slick. “IPad offers the best Web browsing experience there is–way better than laptops.” There is no camera that I can see. That’s not going to go over well with folks hoping for a device that supports video iChat.

10:13 am: Further details: The “iPad is a dream to type on,” Jobs says, pointing out its life-sized onscreen keyboard. It’s also an awesome way to enjoy media. iTunes, iTunes University and YouTube HD support are built in.

10:14 am: Jobs sits down to demo the device: “Using this thing is remarkable. It’s so much more intimate and capable than the laptop.” He loads Safari and surfs over to the New York Times (NYT). The iPad loads quickly and Jobs is able to easily navigate the page, loading stories and zooming in on articles.

10:15 am: Demonstrating landscape and portrait now. “This device adapts to the way I want to use it.”

Definitely an impressive browsing experience. Fast and elegant.

Now, an overview of Mail. Also elegant. Nice split-screen presentation. Hit compose, and a nice onscreen keyboard pops up. Jobs types out a message to his colleagues at Apple. Seems relatively easy.

10:19 am: Moving on to iPad’s photo capabilities. It supports iPhoto’s Events, Faces and Places features. It also offers built-in slideshows complete with soundtracks and transitions.

Running a slideshow demo, Jobs pauses and looks out at the audience with a Chesire Cat-wide grin. He’s clearly relishing this moment.

10:22 am:: The iTunes experience on iPad is much as you would expect. Similar, if not identical, to what the software currently offers. Calendar and Contacts apps are also nice and, again, similar to what you’d find on a MacBook or iPhone.

10:24 am: Demoing Google Maps now. The iPad supports Google Street View and the implementation is very slick.

10:25 am: Moving on to video. Jobs calls up an HD clip from Google’s (GOOG) YouTube and displays it in both portrait and landscape. That finished, he fires up iTunes and loads “Star Trek” to demo the device’s video features, scrubbing, etc. Then he shows us a clip from Pixar’s “Up.” Tap to go full-screen. “Isn’t that wonderful?”

10:27 am: Watching that is nothing like actually having one in your hands, says Jobs.

iPad is one-half-inch thick, weighs 1.5 pounds, and comes with 9.7 inch IPS display–“very high-quality display”
Full capacitive multitouch
16GB-64GB flash storage
iPad is powered by our Apple’s custom silicon–“We did it inhouse and it just screams,” says Jobs.
Wi-Fi, Bluetooth, accelerometer, compass.
Battery life: 10 hours.

“And in addition to 10 hours of battery life, iPad offers a full month of standby time,” Jobs notes. “It’s also a good environmental citizen,” he adds, noting that it’s a very green device.

10:31 am: Jobs invites Scott Forestall to the stage to talk about apps on the device.

“We built the iPad to run virtually every app in the App Store right out of the box,” Forestall says.

Evidently, a built-in pixel-doubling feature automatically scales iPhone apps to full-screen iPad apps.

10:35 am: Forestall runs an unmodified racing game from the App Store. He first demos it in the screen size of an iPhone. Then, using the pixel-doubling feature, he blows it out to full screen. Very slick.

“So you can buy the iPad, take it home, hook it up and download all your iPhone apps and run them with no problem at all,” he says.

Forestall announces a new iPhone software development kit specifically geared to the iPad. He notes that iPad-specific applications will be featured “front and center” in the App Store.
He then invites Gameloft’s Mark Hickey to the stage to demo some new games the company has developed using the new SDK.

Hickey notes that the iPad’s additional screen space is a boon for developers, particularly those building games. He demos a first-person shooter that showcases this. “We’re now able to interact with the game world in ways that we weren’t able to before.”

10:40 am: Next up, the New York Times. Martin Nisenholtz takes the stage to talk about its iPad effort.

After talking up the Times iPhone app, Nisenholtz segues to the the paper’s new iPad app: “We think we’ve captured the experience and essence of reading the newspaper.”

The app is largely what you’d expect. Tap to resize text, zoom, breaking news updates, video. “This is everything you love about the paper and everything you love about the Web.”

10:44 am: Now, a painting application called Brushes that was famously used to create a New Yorker cover.
The app is impressive enough on iPhone; it’s even more so on the iPad. It supports “playback” of paintings, and as the presenter notes, brings us one step closer to a real virtual painting studio.

10:46 am: EA’s Travis Boatman take’s the stage. The topic of his presentation: Need For Speed.

“Building for the iPad is a little bit like holding a high-def TV screen a few inches from your face,” he says.

The iPad version of Need for Speed boasts a number of touch-activated enhancements: Tap on the car to view its interior, tap on the rear-view mirror to look behind you.

10:52 am: Up next: MLB.com’s Chad Evans. He demos the outfit’s iPad-optimized app, which uses the device’s additional screen space to display video excerpts and MLB TV.

MLB TV can be streamed like and enhanced with onscreen stats and data. “This big display really allows us to create a much more immersive experience,” Evans says.

10:52 am: Forestall returns to the stage to make another brief plug for the SDK before Jobs takes over for him.
“Let me show you another one of our apps that we’re very excited about,” Jobs says. “An e-book reader.”

Behind him a photo of Amazon’s (AMZN) Kindle appears. “Amazon did a great job with their reader and we’re standing on their shoulders here….Today we’re announcing the iBooks store,” says Jobs, adding that it will be supported initially by Penguin, Simon & Schuster and a number of other big publishers.

The iBooks Store interface begins with a simple bookshelf view. Tap the screen and it loads a more iTunes-like view. Purchase a book and it’s added to your bookshelf with a slick little animation.

The reading experience seems very appealing. Much more book-like. From where I sit, the pages look like they’re written on paper.

“We use the e-pub format, the most popular open-book format in the world,” says Jobs. “We think iPad is going to be a very popular e-reader not just for bestsellers, but for textbooks as well.”

10:58 am: And here’s another new product announcement: A new version of iWork tweaked for use on the iPad. Jobs invites Phil Schiller on stage to demo it.

“We have a completely new version of Keynote, a completely new version of Pages and a completely new version of Numbers–all optimized for multitouch.

Schiller demos Keynote first. Creating presentations appears intuitive and simple–a slide navigator on the left, tap to load individual slides in the main window, drag to rearrange.

Nice use of multitouch gestures to enhance the app. Pinch to resize photos, tap to insert animations and transitions. These are all fairly advanced techniques and the device seems to handle them well.

11:05 am: Moving on to Pages now. Also impressive, though creating a written document on a tablet device like the iPad seems like it might be a drag. A nice tool for editing, though. Simple controls.

11:07 am: Moving on to Numbers. This application also makes good use of multitouch gestures and boasts a data-entry keyboard along with some 250 built-in functions. The software’s gesture capabilities makes Excel look antediluvian.
Powerful and fast.

So what’s Apple going to charge for iWork? $9.99 each, says Schiller, who notes that all three applications are compatible with their Mac versions.

Jobs returns to the stage, grinning. “Isn’t that great?” he asks for what’s easily the 10th time. iPad, he says, will synch to Mac or PC via USB.

11:14 am: Evidently, there will be two iPad models–one with Wi-Fi-only and one with Wi-Fi and 3G. The 3G device will come with two plans: 250 MB per month for $14.99, unlimited data for $29.99.

And who’s the carrier? AT&T.

A small groan ripples through the audience.

Jobs allows that AT&T is also throwing in free Wi-Fi at its hotspots. He follows that up by noting that there are no contracts for the iPad. You can cancel at anytime.

All iPad 3G models are unlocked and they use new GSM micro SIMS, so chances are they will just work, Jobs says, after noting that Apple hasn’t yet worked out international carrier deals.

11:16 am: Now a quick overview as a wrap-up. Jobs touts the overall tablet experience along with the new iBook app and iBook Store. “This is an amazing product with tremendous breadth. What should we charge for it?…When we set out to develop the iPad we not only had aggressive UI goals, we had aggressive price goals, because we wanted to put this in the hands of as many people as possible….IPad pricing starts not at $999, but $499,” Jobs says to a huge round of applause.

$499 for 16GB base model.
32GB for $599.
64GB for $699.
Adding 3G requires an additional fee.

Apple will ship Wi-Fi models in 60 days and 3G models in 90.

11:20 am: Apple has created new accessories for the iPad: A standard dock and a second dock with a keyboard attached to it. “Keep one of these in your den and you can write the next “War and Peace” on it.” The final accessory, a new case that doubles as a stand.

Running a video now. It features a number of Apple execs enthusiastically talking up the iPad.

11:25 am: Let me circle back here for a moment to pricing. Adding 3G to iPad requires an additional $130. So we’re talking $629 for the 16GB model, $729 for the 32GB and $829 for the 64GB version.

Designer Jon Ives on the iPad: “In many ways iPad defines our vision, our sense of what’s next.”

11:32 am: Jobs returns to the stage and recalls the “middle device” scenario he mentioned earlier today. “Can we create this new category? The bar is set pretty high, but we think we’ve got the goods.”

“This is our most advanced technology in a magical and revolutionary device at an unbelievable price,” he adds. “The reason the iPad is going to be so great is because Apple has always strived to be at the junction of technology and liberal arts.”

And with that he concludes. Lights go up and Dylan begins playing over the speakers again.

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iFugly

Macworld ’09: iWork '09, iWork.com

John Paczkowski — Tue, 06 Jan 2009 17:54:11 +0000

Number two on Phil Schiller’s list of three announcements: iWork ’09. The next iteration of Keynote, Apple’s presentation application, offers some new object transition features: object zoom, a swing transition (Schiller demos it with a Bush-to-Obama slide that gets a laugh from the audience). There are also some new text transitions and chart animations. Finally, Apple’s offering a Keynote Remote application. It’s an iPhone app, of course. Cost: 99 cents.

Pages, Apple’s word processing application, is also getting a bit of an update. Pages ’09 offers a full-screen view for the easily distracted writer, dynamic outlining, mail merge with Numbers–Apple’s spreadsheet program–and 40 new templates. Not the most exciting stuff, here, but decent additions nonetheless.

In Numbers, Apple (AAPL) has added some new categorization features–Table Categories, and, answering user requests, some 250 new formulas and functions. New charts, trend lines and other advance reporting options as well.

iWork is also migrating from the desktop to the cloud–in a sense. Via iWork.com, users can easily upload documents and share them with collaborators. Docs are viewable online. They can be downloaded. And collaborators can comment on them online. iWork.com is cross-platform (Mac and PC) and cross-browser. The online suite looks very much like the Mac-based suite.

iWork will run you $79, $49 if you purchase a new Mac. “This is the beginning of a new service,” Schiller noted, adding that it’s a beta and launches today, solo and as part of a $169 box set that includes iLife and Leopard.

MacWorld 2009 Keynote Photos

View photos at SmugMug