HTC 8X and 8S Windows Phone 8 sales are doing OK, 23% jump in November sales shows
Finally. Some hard(ish) numbers showing that the new Windows Phone 8 devices might be doing OK this time.
HTC has just reported its revenues for November. It seems Taiwanese smartphone maker has managed to halt its 4 month long sales decline, and even show quite an impressive month to month growth. Their sales came in at $NT 21.2 billion last month, up 23% compared to $NT 17.21B in October.
Of course, that only brings HTC’s revenues to September levels. But, given the rapid clips sales were dropping each month for almost half a year now, this is a cause for celebration for the company. Especially if they can continue the reverse trend until Christmas and then into the Chinese New Year gift giving seasons.
HTC 8X and 8S Windows Phones must have played significant role in the November turn-around. Consider:
- HTCs One Android phone portfolio was not able to turn things around for them when it launched. And little has changed about it for the better. If One X couldn’t do it in April/May, before Galaxy S3 launched, why would the new One X+ do any better today?
- The only other significant Android launch for HTC was its 5” Butterfly J/Droid DNA smartphone. But it’s only available on Verizon and only since Nov.21 – so whatever the numbers, HTC DNA’s contribution to HTC’s November revenues couldn’t be that big.
- Black Friday, the start of the Holiday Shopping season or not – during the comparable period last year, from October to November 2011, HTC sales fell 18%. Now they increased 23%
Given all of the above, the only significant new product that could have turned things around for HTC in November – should be the new Windows Phones. Which should be selling in pretty good numbers to add $NT 4 billion (US $ 137M) to the bottom line, even if Android sales didn’t decline any further.
I know there are too many moving parts here to be absolutely sure that November sales boost came from HTC 8x and 8S . But it does seem like the most likely reason to me. And may be a sign that Windows Phone 8 does have a chance, after all.