Shadow aka Nexus Two

Motorola CEO Sanjay Jha has confirmed that his company has in the works "at least one direct-to-consumer device with Google." Sure sounds like the rumored Google Nexus Two to us, and again solidifies the relationship between the Android developer and hardware manufacturers. (Remember that Jha was on stage with Android and HTC execs at the launch of the Nexus One.)

As for the earnings call and Motorola's recent resurgence in the mobile space, Jha seemed upbeat, though cognizant of the road ahead. "We are just at the beginning of our transition to a smartphone company, and we have a lot of work ahead of us," he said. A couple of other points:

  • 2 million Android-based smartphones sold in the fourth quarter. They expect lower sales in the first quarter.
  • The Motorola Backflip is coming before the end of the first quarter.
  • "Cliq, Backflip and the majority of our new smartphones this year will feature MotoBLUR," Jha said.

As for the numbers end of things, Motorola sold 2 million Android-based smartphones in the fourth quarter. Sales hit $1.82 billion in Q4, up from $1.69 billion in the third quarter. Operating loss was $114 million, down from $183 million the previous quarter, and down from $476 million in Q4 2008.  More on that after the break. [Motorola (pdf link)]

 
There are 7 comments

Anonymous says:

Wow, the DROID was an epic flop. If 69% of sales were in North America and only 2 million Android devices shipped (and not necessarily sold by the carrier), than around 1.4 million Android devices by Moto made it to North America.

Considering that CLIQ/DEXT sales are apart of that, DROID shipments could be anywhere between 1-1.25 million. Further, their 4Q09 sales are actually 22% lower than 4Q08 (it doesnt make a lot of sense to compare 4Q to 3Q because it is holiday [peak] season vs the slow season).

And they are supposed to be lower sales in 1Q '10? Ouch. I think AT&T activated 3.1 million iPhones during the same quarter--potentially 3x as many, and they didn't have a $100 million VZW ad campaign for them.

Mark S says:

The important number for Financial health is the operating margin. That has drastically improved since Q4 '08. As far as the Droid being an epic flop, no, it was very successful. A million units in one Quater is still great.

Anonymous says:

@Anonymous 1

You fail to realize what the Droid had to go through. Motorola had a very bad record to the masses and hardly anybody know what Android is. In other words, they had to move up from nothing. But take a look at the iPhone. It has a lot of appeal just for be related to the iPod. The iPhone 3GS is a third gen to an already popular phone, so of course its going to sale. And not to mention that huge App Store. But take all those things off until everything fairs out with the Droid. And then would the Droid easily outsell the iPhone due to its superior specs and open software.

NookSurfer says:

I'd be interested to get my hands on one and play around with it just to see if it performs better than the iPhone.

Anonymous says:

I wouldnt mind a motorola nexus 2, but i hate the screen size motorola uses. Its a 3.7 inch screen but not really. Its skinnier than other 3.7 inch screens measured horizontally when standing up. I need as much real estate as i can get.

Anonymous says:

@Anonymous 1:
You make a very retarded argument. The iPhone sales are definitely better than the Droid's; however, you fail to recognize two things:
1. DROID when on sale in November (Milestone didn't launch till December); therefore, half a quarter.
2. DROID was the first commercial Android hit.

Why don't you compare Droid's 4Q sales to iPhone lifetime sales?

They shouldn't call that thing a Nexus 2; they should call it a Droid 2, since it looks more like a Droid. And they need to get rid of that thing sticking out on the side, whatever it is.