Apple’s CEO used Monday’s earnings call with analysts to rip into Android
Steve Jobs is usually content to let COO Tim Cook and CFO Peter Oppenheimer handle the hour-long Q&A with analysts at the end of each quarter. But he turned up on Monday afternoon for Apple’s (AAPL) Q4 2010 earnings call, and he clearly had a lot on his mind.
After briefly dismissing Research in Motion’s (RIMM) BlackBerry as a serious competitor (“We’ve now passed RIM, and I don’t see them catching up with us in the foreseeable future”) he lit into the company that bothers him most: Google (GOOG).
In a five-minute prepared statement that by the Q&A had turned into a rant, he ripped into Google and Android on multiple fronts. The full text is attached below the fold. The gist of his attack:
- Google’s numbers: “Unfortunately, there is no solid data on how many Android phones are shipped each quarter.”
- Google’s claim that iOS closed: “We find this a bit disingenuous and clouding the real difference between our two approaches.”
- The fragmentation of the Android OS: “Twitter Deck … recently reported that they had to contend with more than 100 different versions of Android software on 244 different handsets.”
- The competing Android app stores (Jobs counts at least four): “This is going to be a mess for both users and developers.”
- The virtues of Apple’s “integrated” approach: “When selling to users who want their devices to just work, we believe Integrated will triumph Fragmented every time.”
- The problem with 7-inch tablets: “It is meaningless, unless your tablet also includes sandpaper, so that the user can sand down their fingers to around one quarter of the present size.”
- The problem with Android as a tablet OS: “What does it mean when your software suppliers says not to use their software in your tablet? And what does it mean when you ignore them and use it anyway?”
- Bottom line: “We think the current crop of seven-inch tablets are going to be DOA, Dead on Arrival. Their manufacturers will learn the painful lesson that their tablets are too small and increase the size next year, thereby abandoning both customers and developers who jumped on the seven-inch bandwagon with an orphan product. Sounds like lots of fun ahead.”
The full text below, courtesy of Seeking Alpha:
In the Q&A, the exchange with Bernstein’s Toni Sacconaghi was the sharpest:
[Follow Philip Elmer-DeWitt on Twitter @philiped]