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Activations of Apple devices grew by 2.3 times on Christmas Day

post #1 of 36
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The rate of device activations for Apple more than doubled on Christmas Day this year, though the real winner was Amazon, whose low-margin Kindle devices saw a 24-fold surge in new devices for the single day.

Flurry


The figures were published on Friday by mobile analytics firm Flurry, which showed that Amazon once again saw the biggest gains by far on Christmas Day. The figures suggest that Amazon's Kindle products are exceptionally popular Christmas gifts, allowing the number of activations to surge from their normal levels on a single holiday.

But while Kindles continue to be the gifts of choice, Amazon's activations are not increasing as significantly as they were in years past. While 2011 activations increased by a factor of more than 40 in 2011, they grew 24 times this year.

Apple, meanwhile, saw its device activations grow 2.3 times on Christmas Day, edging rival Samsung which saw activations of its hardware grow 1.9 times on Dec. 25.

Both companies trailed Acer, which saw about a fivefold increase in device activations after Christmas gift giving began.

The popularity of Acer and Amazon products on Christmas Day suggests that those companies' affordable pricing strategies make their products ideal for gift giving. However, devices made by more premium electronics companies, such as Apple and Samsung, may be less popular for gifts, as individuals are more likely to buy themselves an iPhone or iPad.

Flurry speculates that overall activation bumps are decreasing for everyone, including Amazon, because of the modern ubiquity of smartphones and tablets.

Flurry


"With more people having smartphones and tablets, there are fewer new users to give them to, and giving to existing users is more challenging since existing users are already tied into carrier contract renewal cycles, app ecosystems, etc.," Flurry's Mary Ellen Gordon wrote.

The data released Friday also shows that Wi-Fi-only tablets continue to be the most gifted devices for Christmas, as they have been since 2011. These are the least expensive options, when compared to cellular-capable tablets and smartphones, and they also have the benefit of working out of the box without the need for carrier service.
post #2 of 36
Where does Flurry get their data from? The only numbers I tried once Apple reports on their earnings call.
post #3 of 36
Hardly news. Most toys see a huge uptake from normal sales on Christmas day. And in January, just as every other year, sales will fall off a cliff.
Disclaimer: The things I say are merely my own personal opinion and may or may not be based on facts. At certain points in any discussion, sarcasm may ensue.
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Disclaimer: The things I say are merely my own personal opinion and may or may not be based on facts. At certain points in any discussion, sarcasm may ensue.
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post #4 of 36
Who cares. It's the profits stupid!
post #5 of 36
Flurry is getting exceptional at creating meaningless stat PR. Comparing the intensity of seasonality across disparate products without any data on actual sales volumes? What horseshit.
post #6 of 36
The simplest Kindle is a success because what it does, it does very well. There is no better way to read for someone who doesn't care about losing the paper book feeling.
post #7 of 36

I feel sorry for those millions of children who received a Kindle instead of an iPad for Christmas.

 

I shed a tear for you this afternoon. 

 

Sent from my iPad Air

post #8 of 36
The wife and I both got new iPhones this month - but not activated on Christmas day.
The wife also got a new Kindle - but also activated prior to Christmas day.

I wonder how our old iPhones will be counted - if at all - when reactivated - one was a Christmas gift but has yet to be activated and the other will be for a birthday in Feb.
post #9 of 36

Everyone in South Korea liked Android a lot,

But the Apple who lived south of Korea did not…

 

*lot of book*

 

And the Apple’s activations grew 2.3 times that day!

Originally Posted by helia

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post #10 of 36
Quote:
Originally Posted by AppleInsider View Post


The data released Friday also shows that Wi-Fi-only tablets continue to be the most gifted devices for Christmas, as they have been since 2011. These are the least expensive options, when compared to cellular-capable tablets and smartphones, and they also have the benefit of working out of the box without the need for carrier service.

All cellulair tablets come with WiFi as well, making this last sentence quite ...stupid. Perhaps it was aimed at Kindle givers?
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post #11 of 36

Amazon never publishes sales figures, so maybe they normally sell 100 per day, and sold 2400 that day.  Who knows?  Idiot reporting.

post #12 of 36
Quote:
Originally Posted by NormM View Post
 

Amazon never publishes sales figures, so maybe they normally sell 100 per day, and sold 2400 that day.  Who knows?  Idiot reporting.

 

exactly.  It just shows that Kindle has very weak demand during the rest of the year.

 

I've owned a KindleFire and its a POS if you want to do anything besides buying stuff on Amazon or using Amazon services.

post #13 of 36
You can't compare percentages! If Amz sold 1 kindle last year and two this year, that's 100% increase. Percentages can't compare. It's easier to obtain high pct change with small numbers than with large numbers.
post #14 of 36
Worthless reporting. It doesn't account for devices being activated over time (getting gifts on Christmas Eve, December 26th) and it doesn't account for any volume. As another poster mentioned, Amazon could activate 100 Kindles a day and Apple could activate a million. This stat would indicate that Apple activated 2.3 million on Christmas and Amazon 2,400. Which is better?

In addition, how does Flurry even know of activations? The only way would be if a user installed and opened an app that includes the Flurry SDK. I'm really not sure how else they would get that data and would be interested in their measurement methods.
post #15 of 36
Quote:
Originally Posted by jkichline View Post

Worthless reporting. It doesn't account for devices being activated over time (getting gifts on Christmas Eve, December 26th) and it doesn't account for any volume. As another poster mentioned, Amazon could activate 100 Kindles a day and Apple could activate a million. This stat would indicate that Apple activated 2.3 million on Christmas and Amazon 2,400. Which is better?

In addition, how does Flurry even know of activations? The only way would be if a user installed and opened an app that includes the Flurry SDK. I'm really not sure how else they would get that data and would be interested in their measurement methods.


Flurry says that their SDK is in apps on over a billion devices. So I'm guessing that they have a pretty good sense of "activations" (which probably means just what you indicated).

 

But it is very interesting that they chose to not list raw "activation" numbers, which of course they could have easily done, but instead chose to compare platforms to themselves. Flurry intentionally created and published a report that is very friendly to Amazon (and Acer), but not so much to Apple and Samsung.

 

I wonder who paid for that report? Hmmm, does Amazon themselves use Flurry's advertising service?

post #16 of 36
Quote:
Activations of Apple devices grew by 2.3 times on Christmas Day
and Android device activations grew 500% on Christmas day showing how far more people prefer Android devices.

/S
post #17 of 36
In my household - we were two families) we activated one 27" iMac, two iPad Airs, one iPhone 5c, and one 13 MBA.
post #18 of 36

Kindle holiday sales deconstructed:

 

 

Kindles are like digital picture frames a few years ago:  Nobody wants one, everyone thinks its the perfect gift.

 

Hence the outsized sales jump during the gift-giving season.  Then they sit in the drawer and shit electrons for the rest of their useless lives.

post #19 of 36

Problem with this is they don't state numbers.  They could be selling 100 kindles a day, and on christmas day they sell 2400.  Apple meanwhile is selling 200000 a day and jumped to 400000.  Just meaningless click bait.

post #20 of 36
I took a dump or two on Christmas Day, so Google counts that as 12 Android activations 1wink.gif

"Apple should pull the plug on the iPhone."

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post #21 of 36
Quote:
Originally Posted by NormM View Post

Amazon never publishes sales figures, so maybe they normally sell 100 per day, and sold 2400 that day.  Who knows?  Idiot reporting.

Quote:
Originally Posted by jungmark View Post

You can't compare percentages! If Amz sold 1 kindle last year and two this year, that's 100% increase. Percentages can't compare. It's easier to obtain high pct change with small numbers than with large numbers.

Quote:
Originally Posted by Mechanic View Post

Problem with this is they don't state numbers.  They could be selling 100 kindles a day, and on christmas day they sell 2400.  Apple meanwhile is selling 200000 a day and jumped to 400000.  Just meaningless click bait.

What a bunch of illiterate idiots -- Read the frickin' article. It's about ACTIVATIONS not sales!

Activation spikes on Christmas will most likely indicate a device given as a gift and not so much devices people bought for a gift to themselves. Since the B&N Nook wasn't tracked, one can't see any comparison between devices that are fundamentally eReader gifts. The same problem applies to comparing tablets that are good for other applications. I'd say that the information one can glean from this date is:

1. It's best read as a comparison of one brand to it's performance on prior years
2. Many of the people commenting on the data can not distinguish between activation and sales being two different things.
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post #22 of 36
I think most people get the difference - activations on Christmas Day are the cumulative Christmas sales of a device given as a gift. The iPhone is not really cheap enough off contract to be a major seller in the gift "wars". The iPod touch is though.
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post #23 of 36

So many people here only believe numbers when they show Apple devices to be selling well. But if it is about another company doing well, the numbers must be wrong or meaningless. Anything wrong with this picture?

post #24 of 36
Quote:
Originally Posted by StruckPaper View Post

So many people here only believe numbers when they show Apple devices to be selling well. But if it is about another company doing well, the numbers must be wrong or meaningless. Anything wrong with this picture?

Apple reports actual numbers. No one else does.
post #25 of 36
Shipped =/= Sold
Activated =/= Sold
Sold = Sold

And there's only one major player that releases their sales data, the one that never looks any good in any of these "non-sales-based comparison charts". Coincidence?
post #26 of 36
Quote:
Originally Posted by jungmark View Post


Apple reports actual numbers. No one else does.

Actually, very few people here understand what Apple reports. But this is moot because the this article isn't about what Apple or Samsung reports.

 

I admire your blind and ignorant loyalty. But it is restricting you from realizing that (a) it is possible to enjoy products without believing Apple is good and everyone else is evil; (b) defending Apple at every turn is unnecessary and doesn't confer intelligence onto anyone.

post #27 of 36
Quote:
Originally Posted by michaeloftroy View Post

Shipped =/= Sold
Activated =/= Sold
Sold = Sold

And there's only one major player that releases their sales data, the one that never looks any good in any of these "non-sales-based comparison charts". Coincidence?

Apple doesn't report pure shipped or sold data. Although they do report more numbers than others, they have the advantage of controlling its channels (and not just because they have their own stores). When are people going to understand this?

post #28 of 36
Quote:
Originally Posted by jungmark View Post


Apple reports actual numbers. No one else does.


In common with the vast majority of manufacturers, Apple also include units shipped to carriers that have not neccessarilly been sold on to end customers.

 

Outside of major American cities (and perhaps even including them) I would imagine that the majority of Apple products (especially phones) are sold via 3rd party channels.

 

It is simply incorrect to state that Apple report actual numbers.

post #29 of 36
Quote:
Originally Posted by hungover View Post

In common with the vast majority of manufacturers, Apple also include units shipped to carriers that have not neccessarilly been sold on to end customers.

As they should; they are getting paid for them as well. Shows up in quarterly earnings.
Quote:
Outside of major American cities (and perhaps even including them) I would imagine that the majority of Apple products (especially phones) are sold via 3rd party channels.

That's true, for iPhones, which Tim doesn't like:

http://forums.appleinsider.com/t/158522/selling-50-of-iphones-through-apples-retail-stores-viewed-as-an-unrealistic-lofty-goal
Quote:
It is simply incorrect to state that Apple report actual numbers.

Link?
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post #30 of 36
Quote:
Originally Posted by PhilBoogie View Post

Link?

what do you expect me to link to? ALL OEMs sell to channels, none know exactly when those channels have sold a device.

 

Apple can report sales through their own outlets, they can report orders placed by resellers but they cannot say how many units have been sold to end users.

 

if you want to believe otherwise then go ahead, also feel free to believe that the earth is flat and that fairies live at the foot of your garden .

post #31 of 36
Quote:
Originally Posted by hungover View Post

what do you expect me to link to? ALL OEMs sell to channels, none know exactly when those channels have sold a device.

Apple can report sales through their own outlets, they can report orders placed by resellers but they cannot say how many units have been sold to end users.

if you want to believe otherwise then go ahead, also feel free to believe that the earth is flat and that fairies live at the foot of your garden .


Apple should know when an iPhone is activated because an unique ID is generated, so Apple would know that an end-user sale has been transacted through a reseller. In addition, when I set up my iPhone, the telephone answering feature is operated by Apple. Again they know a iPhone sale has occurred. I'm not certain how plugged in Apple may be with the iPads, but they do know that another iDevice has been added to an iTunes account, so they may be able to track iPad and iPod (as well as iMac) sales through that method as well. Then there's the iCloud, but you get my drift...

Apple knows more about its users than Santa Clase... Ho ho ho...
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post #32 of 36
Quote:
Originally Posted by Macky the Macky View Post

Apple should know when an iPhone is activated because an unique ID is generated, so Apple would know that an end-user sale has been transacted through a reseller. In addition, when I set up my iPhone, the telephone answering feature is operated by Apple. Again they know a iPhone sale has occurred. I'm not certain how plugged in Apple may be with the iPads, but they do know that another iDevice has been added to an iTunes account, so they may be able to track iPad and iPod (as well as iMac) sales through that method as well. Then there's the iCloud, but you get my drift...

Apple knows more about its users than Santa Clase... Ho ho ho...

But they don't report activations but sales to channel and online sales.
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post #33 of 36
Quote:
Originally Posted by asdasd View Post

But they don't report activations but sales to channel and online sales.

Apple also estimates inventory as well.
post #34 of 36
Quote:
Originally Posted by Macky the Macky View Post


Apple should know when an iPhone is activated because an unique ID is generated, so Apple would know that an end-user sale has been transacted through a reseller. In addition, when I set up my iPhone, the telephone answering feature is operated by Apple. Again they know a iPhone sale has occurred. I'm not certain how plugged in Apple may be with the iPads, but they do know that another iDevice has been added to an iTunes account, so they may be able to track iPad and iPod (as well as iMac) sales through that method as well. Then there's the iCloud, but you get my drift...

Apple knows more about its users than Santa Clase... Ho ho ho...

 

TBH I don't know if the unique ID is permanently tagged to a device or if, for example, it changes when a device is reset or the OS is wiped and a new OS installed.

 

I do know that the danger is that that it cannot discriminate between new purchases and warranty replacement devices.

 

Never-the-less, whilst Apple's sales figures may (or may not be) more accurate than anyone else's it remains the case that no firm is able to accurately report sales to the public. TBF to Apple I think this is another example where the overly "enthusiastic" have over egged the situation and "imagined" things that aren't quite the case because it suits their agenda.

post #35 of 36
Apple does not give out activation data, so I have no idea where the numbers used came from. I get an entirely different read on iPad "activations" from Fiksu http://www.fiksu.com/iOS-7-iPhone-5s-5c-Usage-Tracker , who track millions of iOS device usage events hourly and filter to identify the number of unique devices being used on line. Let us confuse the fiction with facts:

In the 53 days of iPad Air sales up to and including December 24th, iPad Air tablets in use was up to 4.38% of all iPads. That shows up as a steady 0.08% increase per day since release. On Dec 25, Fiksu reports that iPad Air jumped to 6.2% of all iPads in use. I calculate that as a 1.82% jump in one day, or 23.75 times the daily rate for the previous 53 days. DATA = 24x, not 2.5x.

Apple is also selling the new iPad Retina Mini. Fiksu's numbers are as follows: in the 43 days of selling up to Dec 24, a fairly straight line of adoptions shows an increase of 0.028% per day. On Dec 25th, Fiksu's data shows a jump for Retina iPad Minis to 1.9% of all iPads in use. That calculates out as a jump of 0.69% in one day, or 24.64 times the average daily rate for the previous 43 days. DATA = 24 x, not 2.5x

And, of course, Apple is still selling the iPad 2 and original iPad Mini, but those numbers are not available on the page linked above. Someone must have given those for Christmas....
post #36 of 36
Apple will have activated a millionios devices a day this qtr. Amazon, probably 10k a day, so 400k on Christmas. That's 1/5 of Apple's activation.

Numbers don't add up. What are Fire's being used for? Every study that comes out make it seems like they don't exist when calculating internet traffid per OS.

Hard to believe Apple only activated 2 million plus on Christmas.
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