Google Has a "Generational Lead" Over Microsoft, Research In Motion

By Roger Baettig | December 10 2012 6:21 PM

With an estimated 1.3 million Android activations per day, Google (NASDAQ: GOOG [FREE Stock Trend Analysis]) is believed to have a "generational lead" over its competitors -- except Apple (NASDAQ: AAPL).

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A digital publisher says Google Inc. unfairly yanked his website from Google News following a crackdown on sponsored content.

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Trip Chowdhry, the Managing Director of Equity Research at Global Equities Research, sent a note to investors outlining the impressive growth that Google has experienced:

April 2011 – 350K activations per day
June 2011 – 550K activations per day
December 2011 – 700K activations per day
February 2012 – 850K activations per day
June 2012 – 900K activations per day
September 2012 – 1,300K activation per day

"Presently, there are more than 500 million phones in the market and more than 700,000 applications in Google [Play]," Chowdhry wrote. "Apple iOS has more than 200 million phones in the market and have more than 740,000 applications in Apple App Store. These numbers (devices and applications) from Google and Apple are so huge, that it will make the Android and Apple devices very sustainable and enduring in their respective ecosystems."

Chowdhry also said that in just three years, "both Google and Apple have shifted the center of mobile innovation from Europe to USA."

"Both Google and Apple's mobile strategies have been centered on users and developers," he added. "Both Google and Apple give developers the freedom to write Applications and distribute applications without any friction and in a democratic manner though Application Stores. The user has many choices to select the application that best fits their need."

Finally, Chowdhry detailed the potential for iOS, Android, Windows Phone 8 and BlackBerry 10: