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RIM Dominates Corporate Smartphone Market
Research In Motion (RIMM) has been the dominant manufacturer in ChangeWave corporate smartphone surveys dating back to February 2007.
At that time, we reported: "Among respondents whose companies currently provide smartphones, RIM (61%) remains the clear industry leader. Thirty-four percent of their users reported that their company is very satisfied with their BlackBerrys -- with an 89% satisfaction rating overall."
We've continued to track RIM's momentum since that time. Below is a chart comparing our ChangeWave RIM survey data from February 2007 through June 2008 and actual revenue as reported by the company.
In an upcoming ChangeWave report, we'll take an up-close look at the potential consumer demand for RIM's three new phones -- the Bold, the Thunder and the KickStart -- as they aim to counterattack the new Apple (AAPL) iPhone 3G among consumers.
Palm Gets Pinched
While RIM's market share is on the rise, Palm's (PALM) has been in the midst of a multi-year freefall.
In February 2007, we wrote: "Our current results look particularly troublesome for Palm (22%), which is facing a shrinking corporate buying environment. Palm also doesn't fare as well regarding corporate satisfaction … only 22% of Palm users said their company is very satisfied with its Treos."
ChangeWave surveys have continued to track Palm's demise. Below is a chart of our survey data on Palm from February 2007 through June 2008 compared with revenue as reported by the company.
As you can see, our ChangeWave survey data has been a wonderful early indicator of RIM's market share ascent and Palm's collapse.
And here's a look at the change in RIM and Palm's stock prices during the same time period:
