Did Amazon’s Kindle Fire cost Apple some holiday iPad sales? Only Amazon knows. However, reports coming in over the last days indicate that Kindle Fire sales outpaced most analysts’ forecasts. What’s more, the new tablets device is seeing ad impressions grow at an average double-digit daily rate since its launch in the U.S. market in November, a data point that could mean the imminent release of the Kindle Fire in Europe could do more than burn up iPad sales. It may mark a seismic shift in how brands and sellers approach marketing in the mobile channel.
A raft of recent developments supports the observation that this device is indeed a game-changer, starting with buoyant sales numbers that have exceeded everyone’s expectations. Barclays analyst Anthony DiClemente (via All Things Digital) has upped his original estimate of 4.5 million units sold last quarter to 5.5 million. Piper Jaffray is convinced Amazon is on track to sell 10-12 million Kindle devices (Kindle and Kindle Fire), up from the initial estimate of 9 million units. Meanwhile, analyst Tavis McCourt at Morgan Keegan has downgraded his iPad sales forecasts for the quarter from 16 million units to 13 million. (Again, sales lost to Kindle Fire.)
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Who are the big-spenders in mobile advertising? In Q3 2011 the financial services sector jumped from third place in Q2 2011 to become the leading vertical in the U.S., ranked by mobile ad spend, followed by Entertainment, Retail & Restaurants, Telecoms and CPG (consumer packaged goods). Globally, finance placed number four.
People are increasingly relying on mobile for assistance to make a wide variety of product and purchase decisions, a seismic shift in behavior that spells opportunity for brands across all industry verticals, including automotive, retail, travel, finance, entertainment, pharmaceuticals and telecoms.










