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Christmas 2012: 17M iOS and Android device activated, 87% jump in App Store downloads

post #1 of 33
Thread Starter 
Christmas Day turned out to be a huge boost to the mobile device market, according to two analytics firms, as iOS and Android devices saw over 17 million combined activations while Apple's iOS App Store enjoyed a 70 percent boost in revenue boost as downloads increased 87 percent.

Flurry
Source: Flurry Analytics


On Thursday, mobile app analytics firm Flurry reported (via Venture Beat) that more than 17.4 million iOS and Android devices were activated on Christmas Day, a 332 percent increase over the December baseline average of 4 million activations per day. The number is more than 2.5 times larger than Christmas 2011, the previous one-day activation record holder which itself tripled that year's baseline.

Digging deeper into the data, Flurry found that smartphones accounted for the bulk of activations leading up to Dec. 25 with a four-to-one ratio, but tablets took the lead on Christmas Day and netted 51 percent of all activations. The firm noted that Amazon's Kindle Fire HD saw the highest single-day growth, skyrocketing several thousand percent compared to the December baseline.

App downloads were consequently affected by the mass increase of newly-activated devices, with Flurry charting a 112 percent increase in downloads on Christmas compared to the previous 20 days. Overall, a reported 328 million iOS and Android apps were downloaded.

Building on Flurry's numbers, analytics firm Distimo broke down app downloads by platform and found those from Apple's App Store to have increased 87 percent on Christmas Day compared to the December 2012 average. While not as substantial an increase as Christmas 2011's single-day performance that tripled the baseline, this year's jump resulted in a 70 percent increase in revenue.

Distimo
Source: Distimo


As for device growth, app download data suggests that the iPad was a popular gift as downloads and revenues rose 140 percent and 83 percent, respectively.

The firm also tracked the most downloaded non-Apple apps, with Google's YouTube and Maps topping the list, followed by perennial favorites like Skype and Instagram.
post #2 of 33

Why do we care about the numbers together? We already know that these two combined have killed all other companies in the industry.

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post #3 of 33
Quote:
Originally Posted by Tallest Skil View Post

Why do we care about the numbers together? We already know that these two combined have killed all other companies in the industry.

Agreed! The number people want to know on this site is the relative share of iOS vs Android! What was it?
post #4 of 33
Quote:
Originally Posted by Tallest Skil View Post

Why do we care about the numbers together? We already know that these two combined have killed all other companies in the industry.

 

I previously said something to the effect of "the only ones that will be left will be Android and iOS" eventually... (not an exact quote).

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post #5 of 33

My Article:

 

 

Quote:

There were millions of smart phones sold... sometime.... somewhere...

 

Lots of them are Apple and Android...

 

Same goes for tablets!

 

 

Some are some...  and some are not!

 

 

Now, who pays me for my analytics and writing this article?

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post #6 of 33

Useless study. I like how Flurry says the big winners were the iPad and iPad Mini, but don't give us the numbers (which they clearly know). And they throw in the tidbit about the Kindle seeing a thousand percent increase (I guess nobody bought them and the few who got them on Christmas all activated them together).

 

I guess you have to purchase the full report from Flurry to see just how many of each type were activated. Then again, we don't. It's obvious what every kid wants for Christmas is an iPad, iPod or iPhone and that's probably what they got.

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post #7 of 33

This shows how it important it is to be at the front of the app store come Christmas if you're an app developer. Plenty of money to be made if you're app of the week or even just new & noteworthy.

post #8 of 33
iPad and iPhone, and sometimes iPod trended on Christmas day, worldwide.
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post #9 of 33
Originally Posted by Dick Applebaum View Post
Some are some… and some are not!

 

That's deep, man. That's real deep.

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post #10 of 33
Quote:
Originally Posted by Tallest Skil View Post

Why do we care about the numbers together? We already know that these two combined have killed all other companies in the industry.

Together they show that tablets were more likely to be wrapped Christmas gifts than phones. It's not unexpected, in fact I'd be shocked if it's the other way around because smartphones typically cost more outright or come with contracts that make them more difficult to have as gifts.

If we add that to a previous article that pulled "first" messages from social media for tablets we can assume that the iPad line was a huge gift this year and/or non-iPad tablet users don't use social media. I'm guessing the iPad line, especially the iPad mini*, was a huge success. Again, not unexpected.


* We say huge phenomenal growth with the iPod, but the iPhone trounced it. Then we saw the iPad trounce the iPhone's phenomenal growth. I'm going to wager that the iPad mini will trounce the iPad (maxi)'s growth.

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

 

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post #11 of 33
Quote:
Originally Posted by Tallest Skil View Post

Originally Posted by Dick Applebaum View Post
Some are some… and some are not!

 

That's deep, man. That's real deep.

 

Maybe this'll help:

 

1000

 

...Video at 11:00


Edited by Dick Applebaum - 12/27/12 at 4:34pm
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post #12 of 33
Quote:
Originally Posted by Dick Applebaum View Post

Maybe this'll help:

1000


...Video at 11:00

Both more or less doubled in sales.
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post #13 of 33
Quote:
Originally Posted by dasanman69 View Post

Quote:
Originally Posted by Dick Applebaum View Post

Maybe this'll help:

1000


...Video at 11:00

Both more or less doubled in sales.

Those aren't sales... They're trash pickups in Fresno, CA for the years 1964-1966... Some are recyclable...
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post #14 of 33
good one, Dick!

you should be an "Analyst."
post #15 of 33
Quote:
Originally Posted by Alfiejr View Post

good one, Dick!
you should be an "Analyst."

He should have a show or a website or blog or something. The problem is naming it. Getting Anal with Dick just sounds so very wrong.

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post #16 of 33

a not-too-wild guess based on other reports is about 50% of the smartphones are iPhones - this is US data only i assume - and 80% of the tablets are iPads. which would give Apple 65% of the combined Christmas Day total. that is a market crusher. if Android were strong, you know Flurry would hype that instead, because their business is data-mining, which Apple tries hard to obstruct and Google loves.

 

http://imgur.com/cg6O5

 

of course we will get the true Apple sales numbers in late January as usual for the reality check. we will never get honest Android numbers (except in court) from anyone, and nothing but bullshit numbers from Amazon.


Edited by Alfiejr - 12/27/12 at 6:38pm
post #17 of 33

i just want to give a special Shout Out to the Microsoft Surface. based on other reports it's in a tight race with the Nook!

 

way to go, MS. like, Real Gone.

post #18 of 33
Quote:
Originally Posted by Alfiejr View Post

a not-too-wild guess based on other reports is about 50% of the smartphones are iPhones - this is US data only i assume - and 80% of the tablets are iPads. which would give Apple 65% of the combined Christmas Day total. that is a market crusher. if Android were strong, you know Flurry would hype that instead, because their business is data-mining, which Apple tries hard to obstruct and Google loves.

http://imgur.com/cg6O5

of course we will get the true Apple sales numbers in late January as usual for the reality check. we will never get honest Android numbers (except in court) from anyone, and nothing but bullshit numbers from Amazon.

I was thinking the same thing.

And that link you posted is astonishing. Pretty sure the iPad stole this Christmas.

The introduction of the Mini came at just the right time. The competition won't recover from the one two punch that is the iPad and iPad Mini.
post #19 of 33
Quote:
Originally Posted by blackbook View Post

The introduction of the Mini came at just the right time. The competition won't recover from the one two punch that is the iPad and iPad Mini.

But it's too expensive¡ But i's not Retina¡ But the competition offers so much more for less¡

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post #20 of 33

aren't ipads cannbalizing each other and sales not as high as expected by analysts??
 

post #21 of 33
Quote:
Originally Posted by NormM View Post

Agreed! The number people want to know on this site is the relative share of iOS vs Android! What was it?

Who cares? We already know the important part - Apple is doomed and the stock will fall further.
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post #22 of 33
Quote:
Originally Posted by KingChael View Post

aren't ipads cannbalizing each other and sales not as high as expected by analysts??

 
I don't think cannibalization is as bad as analyst say. I would assume Retina iPad sales are flat and Mini sales are driving the major growth in iPad sales overall.
post #23 of 33
Quote:
Originally Posted by blackbook View Post

I don't think cannibalization is as bad as analyst say. I would assume Retina iPad sales are flat and Mini sales are driving the major growth in iPad sales overall.

I wouldn't think so. Just ballparking a figure for every one person that bought an iPad mini instead of an iPad there were 5 to 10 that bought that iPad instead of some other smaller and cheaper tablet, or wouldn't have bought any tablet at all. I expect we hear about this holiday season breaking massive records and the iPad mini being the fastest growing Apple device in history.

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post #24 of 33
Quote:
Originally Posted by blackbook View Post


I don't think cannibalization is as bad as analyst say. I would assume Retina iPad sales are flat and Mini sales are driving the major growth in iPad sales overall.

what is happening is many families are buying second and third iPads - mini's - for the kids, spouses, grandparents, etc. that's not "cannibalization" - it's market expansion. that's why ALL the iPad ads show both sizes side by side - and being used together. Apple is being very slick here, but it goes way over the head of the "analysts." every household will still want one full size iPad for the times the large screen serves significantly better.

 

i bet some families put multiple mini's for all the kids under the tree on Tuesday. gotta keep the peace.

post #25 of 33

An Android?! Daaaadd I wanted an IPad!

post #26 of 33
Quote:
Originally Posted by Alfiejr View Post

a not-too-wild guess based on other reports is about 50% of the smartphones are iPhones - this is US data only i assume - and 80% of the tablets are iPads. which would give Apple 65% of the combined Christmas Day total. that is a market crusher. if Android were strong, you know Flurry would hype that instead, because their business is data-mining, which Apple tries hard to obstruct and Google loves.

 

http://imgur.com/cg6O5

 

of course we will get the true Apple sales numbers in late January as usual for the reality check. we will never get honest Android numbers (except in court) from anyone, and nothing but bullshit numbers from Amazon.

 

Quote:
Originally Posted by blackbook View Post


I was thinking the same thing.
And that link you posted is astonishing. Pretty sure the iPad stole this Christmas.
The introduction of the Mini came at just the right time. The competition won't recover from the one two punch that is the iPad and iPad Mini.

 

Yes and yes.  That link about number of initial tweets for devices is especially telling (and tells a truly sad story MS Surface, btw).  And, with that we do have a few more facts to help read between the line on breaking out the iPad from the pack. 

 

The main one is all the years of data that Apple users are consistently much more likely to to purchase apps than Android users (with Amazon's Fire a fork of Android) - and that's corroboration of the link above as Apple users trend at least a bit more sophisticated on the whole and are therefore more likely to be on Twitter, while more Android users will be comfy with just facebook as their social ecosystem. 

 

So with the simultaneous peaks in tablet activation and app sales, logically the great majority are tablet apps, and that would imply that Apple likely at least mostly held their share of the tab market (and certainly the metric they care most about, their profit share) against a much wider array of competitors than last year. 

 

It is reasonable to speculate that bottom feeders will in time do at least some of what they've done in the phone space in terms of sheer units shipped, e.g., flooding low-priced, poorly specced very basic units into poorer countries, and the press will run with that, but sounds here like "Apple done good." - and will continue to for a good while as they define "doing good."

 

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post #27 of 33

These numbers are world-wide activations, not US-only!

 

1-20th of December, each day 4 Mio = 80 Mio.

Plus christmas = 97.4 Mio

Plus 20-31th of December = ca. 120 Mio.

 

120 Mio activated devices in US only in December 2012? Never...

 

World-wide the market share of Apple is far below 50% for smartphones and 80% for tablets.
This data indicates for massive sales numbers of cheap android devices, as the app downloads growth is far below the device sales growth!  ;- )

post #28 of 33
Quote:
Originally Posted by ascii View Post

An Android?! Daaaadd I wanted an IPad!

 

Yeah, sort of like back in the old days, if you found a Zune under the tree with your name on it. A lot of crying, and wives saying, "I told you they weren't the same." Nobody wants to be the goat on Christmas morning.

post #29 of 33
Quote:
Originally Posted by Tallest Skil View Post

Why do we care about the numbers together? We already know that these two combined have killed all other companies in the industry.

Ha Ha yeah looks like there was some side-stepping of a *ahem* ugly issue some people would like to ~not~ face. 1biggrin.gif
Quote:
Originally Posted by anonymouse View Post

Yeah, sort of like back in the old days, if you found a Zune under the tree with your name on it. A lot of crying, and wives saying, "I told you they weren't the same." Nobody wants to be the goat on Christmas morning.

That's why this Christmas I donated my Xperia S to toys-for-tots/what nots and got myself a HTC One X. Absolutely lovin' it. Nothing smells better than white plastic you paid for with your own sweat and tears.
post #30 of 33
Quote:
Originally Posted by tom43 View Post

These numbers are world-wide activations, not US-only!

1-20th of December, each day 4 Mio = 80 Mio.
Plus christmas = 97.4 Mio
Plus 20-31th of December = ca. 120 Mio.

120 Mio activated devices in US only in December 2012? Never...

World-wide the market share of Apple is far below 50% for smartphones and 80% for tablets.

This data indicates for massive sales numbers of cheap android devices, as the app downloads growth is far below the device sales growth!  ;- )

First post....
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Can't wait for the second.
post #31 of 33
ahem - Well as a small part of the worldwide numbers - I would like to report to all who are somewhat interested that I coughed up for iPad 4's for my two kids + the Logitech solar keyboards.

They were over the moon - my 11.5 year old son says, " I can't believe it. I'm spoiled fcuken rotten !"
I immediately rotflmao. At least he knows he is ....

iPad mini wasn't an option in this case due to educational requirements - we're a bit backward in these here parts, jeez the tech firm advising the school is recommending net books ! (yet another money grubbing M$ clone IT advisory pack of leeches fantasising about on-going virus clean-ups.) lol
Edited by RobM - 12/29/12 at 9:04pm
post #32 of 33
Quote:
Originally Posted by Tallest Skil View Post

Why do we care about the numbers together? We already know that these two combined have killed all other companies in the industry.

There were only 14 iOS devices activated over this time frame¡

The rest were Android¡

post #33 of 33
What is wrong with the following analysis, relying heavily on the accuracy of Flurry's #s:

1) There were 4 million iOS/ Android devices activated per day from Dec 1-20
2) Of these, 80% were phones, or 3.2 million
3) Liberally, Android is activating 2 million devices per day. Why liberally? Because in Sept, they were only activating 1.3 million.
4) This would imply 1.2 million iPhone activations per day
5) ignoring the spike on Christmas Day/ post Christmas, this would imply 1.2 x 31 = 37.2 million iPhones sold in Dec alone
6) For Oct and Nov, if activations were half the rate observed in Dec, this would imply ~75 million iPhones activated in the Q

Sources of conservatism:
- Flurry claims to capture "over 90% of activations"
- the assumption of 2 million Android phones per day is likely generous and represents a 50% growth rate versus the last announced activation figures
- I give no incremental credit for Christmas Day/ Eve/ New Years

Open questions:
- How do iPod touches get counted-- hopefully not as phones.
- Are Flurry's #s good?

Please tear into my assumptions/ analysis.
Edited by Arjuna - 1/5/13 at 3:26pm
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