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Day June 9, 2010

AdMob chief confirms they're getting kicked off the iPhone

Apropos Google’s excellent Android adventure.

AdMob founder and CEO Omar Hamoui today responded on the company’s blog, acknowledging that the terms as written would prohibit developers from using AdMob and Google advertising products on the iPhone.

via AdMob Chief Responds to Apple’s New Developer Terms for Analytics Data Collection – Mac Rumors.

Steve Jobs forecasts iPhone sales to grow at least 50% y/y

Well, not exactly.

During the WWDC keynote Steve Jobs announced that “we will ship 10′s of millions of FaceTime devices in 2010″.  Since only iPhone 4 currently runs FaceTime(*) then it stands to reason that there will be “10′s of millions” of iPhone 4 devices sold.  And since the year is half over, it means we can divide “10′s of millions” over two quarters.  That puts sales in the 10+ million range per quarter.

My current forecast shows 11 million in Q3 and 13 million in Q4 corresponding to 50% y/y growth.

Steve Jobs seems to be indicating this is well within reason.

(*) one exception to this assumption is that he’s including a future iPod touch running FaceTime.  This may very well be the case when the iPod line-up will be released probably in October.