Telmap provides white-label, fully hosted and managed location-based services, serving 7.5 million end users around the world. As such, Telmap has a broad perspective and vast knowledge that when viewed collectively can be beneficial to the LBS industry as it represents a large chunk of mobile search, mapping and navigation sessions conducted in the market today.
Looking at the fourth quarter of 2010 and the fourth quarter of 2011, we noticed an interesting pattern with relatively high numbers of kilometers driven in October and December, and a relative decline in such activity in November.
In addition, in Q4, 2011 we see a significant increase in searches for shopping and fun related places, which may be indicative of holiday shopping thats typical to that time of year. In addition, we see a significant increase in search for specific cities, which again may be related to family visits out of town during the holiday season.
Q2, 2011 was the first quarter where Telmap saw the number of new activations on Android devices surpassing the number of new activations on iOS. This trend continued into Q3, 2011 and in Q4 this trend has flipped and Android fell second to the iOS. Most likely, this is due to the launch of the popular iPhone 4S which happened during the 4th quarter. We anticipate a close race between Android and iOS in 2012 for the top two leading platforms for Telmap users.
