Dear The Verge: don't trust everything analysts say
Only a few days ago, IDC released their latest report on the state of the smartphone market. (Not the one about Android getting 75%, but the one about the top 5). Their conclusions were pretty clear: only Apple and Samsung managed to increase shipments from Q2, and all others in the top 5 actually sold less than in the previous quarter.
This already sounded odd to me, because in Q2 Sony had sold 7.4 million Xperias, more than double the year-before amount. If HTC was number 5 and they only sold 7.3 million, then Sony must have suffered a sequential quarterly drop. Again, just odd because they seem to be on a steep growth trajectory.
Well, Xperia sales didn't drop at all. Sony's earnings statement came out a couple of days ago, and they sold 8.8 million Xperias. IDC wasn't even close. If they make this kind of mistakes with a publicly-traded company, and one of the few that actually releases sales numbers, then what mistakes do the make with others? (By the way, Sony is now probably the third-biggest smartphone maker, but the mid-tier segment is so crowded, and the 2nd spot is so far, that it isn't a really meaningful position).
I know, I know: nobody cares. Bloggers and readers have 3-second memory span and just want to make some snarky comment. But there is a reason why The Verge calls itself a site, not a blog - and Topolsky himself talks about his team as journalists, not bloggers. If they want to do accurate reporting, please, remind readers that all of these "reports" are just analyst estimates.
PS: Asymco is a lot worse. Their "profit charts" simply ignore most of the world's phone makers. It's true that Huawei, Lenovo, etc. don't disclose a lot of their mobile businesses, but what does Asymco do in response? They assume their profits are zero! And they don't disclose this absurd practice.