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Numbers, Volume 43

iPad email

While we “don’t do numbers” here at RedMonk, I come across many interesting numbers each week. Here are some:

Official iPad Sales Numbers

Apple today announced that it sold over 300,000 iPads in the US as of midnight Saturday, April 3. These sales included deliveries of pre-ordered iPads to customers, deliveries to channel partners and sales at Apple Retail Stores. Apple also announced that iPad users downloaded over one million apps from Apple’s App Store and over 250,000 ebooks from its iBookstore during the first day.

“It feels great to have the iPad launched into the world — it’s going to be a game changer,” said Steve Jobs, Apple’s CEO. “iPad users, on average, downloaded more than three apps and close to one book within hours of unpacking their new iPad.”

More numbers commentary from Joseph Tartakoff.

iPad Interest

Of the [“more than 1,000”] developers who were polled, 53% said they were “very interested” in the iPad as a development platform, down from 58% in January. That put the tablet in third place, behind the iPhone, with 87%, and Google‘s Android operating system, with 81%, but significantly ahead of others, such as the Blackberry, at 43% and Windows Phone 7, at 34%.

The first $10 billion is the hardest

No doubt, Red Hat is in solid financial shape. And The VAR Guy even owns a few shares in Red Hat. But let’s not lose sight of the facts:

  • Red Hat is growing nicely, and is poised to become the first $1 billion open source company.
  • Microsoft’s annual revenues for 2009 were $59 billion.

Translation: Microsoft is still 60X to 100X the size of the world’s most successful open source company, depending on which financial quarter you’re tracking. That’s rather amazing.

IPv6 Still Small

Geoff Huston, chief scientist at APNIC and an expert on Internet infrastructure issues, says IPv6 now represents 1 percent of all Internet traffic.

“The good news is that from 2008 to 2010, in terms of routing IPv6, we were growing faster than we thought,” Huston said, pointing out that the number of IPv6 entries in the core routing tables grew from 1,000 to 3,000 in that timeframe. However, the number of IPv4 routing table entries now tops 300,000.

Tales from the “Little 4”

  • Zenoss generated roughly 150% year-over-year revenue growth in 2009 vs. 2008;
  • the Zenoss customer base grew roughly 40% in 2009 vs. 2008
  • for every $1 customers initially spent with Zenoss, the same customer typically spent an additional 40 cents in order to expand their use of Zenoss;
  • major service providers and consulting firms embracing Zenoss include Accenture, CSC, Perot and Verizon; and
  • VMware itself uses Zenoss to manage virtualized data centers.

Paperless at the IRS

General Electric used to deliver their [US tax] return in an 18-wheeler truck,” recalls Tony McMahon, the director of Enterprise Computing Centers for the IRS. Instead, GE’s return is now sent electronically using the XML format, as is mandatory for corporations with more than $10 million in assets.

A total of 94 million returns were filed electronically in 2009, up from 79 million in 2007 and 88 million in 2008. About 45 million paper returns were filed last year.

The console that launched a million servers

Cloud broker RightScale has launched more than 1 million servers on the cloud through its RightScale Cloud Management Platform, the company announced today. RightScale, a three-year old cloud specialist, has helped deploy cloud installations for clients ranging from social gaming company Zynga to entertainment conglomerate Sony Music.

Adobe Q1 2010 Revenue Breakout

Summarized & extracted from the transcript of their recent earnings call:

  • Creative Solutions: $432.0 million, compared to $460.7 million in Q1 fiscal 2009, and $429.3 million last quarter.
  • Business Productivity Solutions revenue was $245.8 million, compared to $227.0 million in Q1 fiscal 2009, and $211.8 million last quarter. Within Business Productivity, Knowledge Worker revenue was $165.9 million, compared to $149.9 million in Q1 fiscal 2009, and $131.8 million last quarter.
  • Enterprise revenue was $79.9 million, compared to $77.1 million in Q1 fiscal 2009, and $80.0 million last quarter.
  • Omniture segment revenue in Q1 was $87.7 million. This did not include $14.9 million of deferred revenue which was excluded due to purchase accounting.
  • Platform [Flash, Coldfusion, etc.] revenue in Q1 was $46.6 million, compared to $52.3 million in Q1 fiscal 2009, and $47 million last quarter.
  • Print and Publishing segment revenue was $46.6 million, compared to $46.4 million in Q1 fiscal 2009, and $42.9 million last quarter.

Smartphone OS Wars

Gartner today released similar results taking a slightly different look at its data by opting to rank smartphone sales by operating system rather than handset manufacturer. Gartner’s data for Apple is consistent with IDC’s for 2009, showing the iPhone OS holding third place with a 14.4% share, but Gartner’s data more clearly shows the significant-but-slipping lead held by Symbian OS, as well as the iPhone’s surge past a slumping Windows Mobile. The data also reveals tremendous growth from Android in 2009, surging more than tenfold in unit sales to grab nearly 4% of the smartphone market.

C.R.E.A.M. rises to the top

The Wall Street Journal reported Wednesday that the 10 richest technology titans amassed $68.5 billion in new cash despite the recession in the past two years, compared with just $13.5 billion for the other 65 tech companies in the S&P 500 Index combined.

Disclosure: Adobe, Microsoft, and Zenoss are RedMonk clients.

Categories: Numbers.