I guess a 4 inch screen WAS the sweet spot and there ISN'T a mass exodus because Apple doesn't offer 5 inch screens.
I mean I'm open to Apple expanding the iPhone lineup but let's not get asinine and think Apple NEEDS to for their survival.
They're doing just fine. If they expanded the iPhone brand it would be to provide a new unique experience for customers not because the competition is eating their lunch.
Its difficult for apple to release a cheaper phone to expand market but a bigger phone with the same resolution should be easier. Its not for 'survival' but to gain market share without even hurting margins.
not sure I would agree with that statement. Look at the details for Verizon. The ~10% increase for iOS devices at Verizon appears to have come as a result of ~10% decrease from Android.
You can't really disagree with my statement as I stated the numbers from the tables in the article and gave no opinion. Regarding your second sentence, you're trying to argue against me using a different set of numbers. I was referring to the aggregate numbers. Your numbers are absolutely right with regards to Verizon.
Jan 22: Verizon Earnings
Jan 23 Apple Earnings
Jan 24 ATT Earnings
I will rather wait for the real figures than pay attention to some analysts estimates.
Interesting that Apple is reporting before AT&T this quarter. Isn't it usually the other way around?I remember last year at this time all the analysts on CNBC were "worried" because the numbers from AT&T and Verizon weren't as good as they expected and then Apple comes out and blows everyone away with a record quarter.
You can't really disagree with my statement as I stated the numbers from the tables in the article and gave no opinion. Regarding your second sentence, you're trying to argue against me using a different set of numbers. I was referring to the aggregate numbers. Your numbers are absolutely right with regards to Verizon.
It is correct that you stated no opinion but your stated analysis is incorrect because you stated an unconditional 'not' as opposed to using 'mostly' or some other conditional statement. You note the differences in total percentage but note that it would take the gain from RiM, Android and at least one other mobile OS to equal 6.3%. You were more correct in your previous reply to me.
I guess a 4 inch screen WAS the sweet spot and there ISN'T a mass exodus because Apple doesn't offer 5 inch screens.
I mean I'm open to Apple expanding the iPhone lineup but let's not get asinine and think Apple NEEDS to for their survival.
They're doing just fine. If they expanded the iPhone brand it would be to provide a new unique experience for customers not because the competition is eating their lunch.
I think they would do well with a variety of screen sizes. I would go so far as to say they should offer voice/data cellular capabilities to all of their iPads as an option as well as laptops. ESPECIALLY if the carriers to program them to use the same phone number. I don't know if that's possible. I would love to be able to have a variety of mobile devices that all had cell phone/data capabilities if they all could share the same phone number because we can then just one of many devices with us and always have access to the internet and phone without having to carry two devices. Sometimes I would like to just carry a tablet and use earpiece for phone calls, or a laptop or just a phone depending on what I am doing.
Interesting that Apple is reporting before AT&T this quarter. Isn't it usually the other way around?I remember last year at this time all the analysts on CNBC were "worried" because the numbers from AT&T and Verizon weren't as good as they expected and then Apple comes out and blows everyone away with a record quarter.
I don't remember the dates but I just looked up and Apple had reported on 24th and AT&T on 26th.
not sure I am following your logic. could you elaborate? Are you implying there is an instantaneous 1:1 relationship between new activation and marketshare?
not sure I following your logic. could you elaborate? Are you implying there is an instantaneous 1:1 relationship between new activation and marketshare?
I am not implying that. Both the article here and myself are talking about new sales over a 3 month period
I am not implying that. Both the article here and myself are talking about new sales over a 3 month period
I think you are on to something. Going to source of the article it says the data is for the 12 weeks ending Nov 25. NOT end of December.
"of the market for the 12 week period ending November 25th, 2012"
edit: ok.. I don't know where this dec 25th announcement is at that this data came from. I cant find it on the web site. But comparing 12 weeks ending Nov 25th, vs this 12 weeks period ending Dec 25th, 2012 it would have to mean that Android got spanked hard over the 4 weeks before Christmas to cause the massive change in numbers between Nov 25th and Dec 25th to cause such shift in the overall 12 week window.
It seems from these data that android lost share at AT&T and Verizon but made up for the loss on the smaller carriers. RIM though has cratered. And isn't windows8 doing well?
Nope. Read it again. The article specifically mentions "smartphone OS" every time it needs said. That means ALL iOS, not just phones.
The data anyway is rather "questionable", not to mention that "who's that analyst exactly?"
It's a bit ridiculous that Ai readers will pounce on questionable data that might shed a bad light on Apple, but accept blindingly questionable data that shines a good light on Apple.
Questionable is questionable, end of story, in my humble opinion.
I'd be more interested in the percentage of currently active iPhones (all models). I see a lot of old iPhones (by the way, I hate the iPhone and iPhone 3G, I find the Playskool-design reminiscent of Microsoft XP, and if anyone disagrees, their own fault for having horrible design taste. Yes, I know, I could work at Fox News, I have all the capacity to allow others to have their own tastes of a Republican voter. I do love iPhone 4 that looks so industrial... but I always loved steel and glass. Anyway, back to my point. ) and these iPhones are obviously taking market share from Android phones or other brands, even though they're old.
Sales is not the most appropriate metric here, because it disregards "market retention", by which I mean that an Android user might change smartphones every year/24 months while an iPhone user will probably keep his phone several years. Happy customers don't feel the need to change, unless they're too rich (gimme ya money pleez, I needz cheezburga) or they're working in the media/art world. Or they're hipsters.
It seems from these data that android lost share at AT&T and Verizon but made up for the loss on the smaller carriers. RIM though has cratered. And isn't windows8 doing well?
RiM has pushed any new models out in the last year? Not that I ever bought anything from them, but I don't remember seeing any announcement. If they haven't, it might stand to reason that they're not selling much.
Comments
Quote:
Originally Posted by wakefinance
Looks like iOS gained marketshare at the expense of RIM, not Android. Apple gained 6.3%. Android lost 0.6%. RIM lost 5%.
Quote:
Originally Posted by Cash907
Exactly what I was going to say. This was a loss for RIM, not Android.
That is a mistake but indirectly android did lose share. When those RIM customers left - they chose apple not android
Android..... stagnating.
Quote:
Originally Posted by blackbook
I guess a 4 inch screen WAS the sweet spot and there ISN'T a mass exodus because Apple doesn't offer 5 inch screens.
I mean I'm open to Apple expanding the iPhone lineup but let's not get asinine and think Apple NEEDS to for their survival.
They're doing just fine. If they expanded the iPhone brand it would be to provide a new unique experience for customers not because the competition is eating their lunch.
Its difficult for apple to release a cheaper phone to expand market but a bigger phone with the same resolution should be easier. Its not for 'survival' but to gain market share without even hurting margins.
Quote:
Originally Posted by snova
not sure I would agree with that statement. Look at the details for Verizon. The ~10% increase for iOS devices at Verizon appears to have come as a result of ~10% decrease from Android.
You can't really disagree with my statement as I stated the numbers from the tables in the article and gave no opinion. Regarding your second sentence, you're trying to argue against me using a different set of numbers. I was referring to the aggregate numbers. Your numbers are absolutely right with regards to Verizon.
Quote:
Originally Posted by arch
That is a mistake but indirectly android did lose share. When those RIM customers left - they chose apple not android
Are you dizzy yet (from all that spinning)? Ba doom chhhh
It is correct that you stated no opinion but your stated analysis is incorrect because you stated an unconditional 'not' as opposed to using 'mostly' or some other conditional statement. You note the differences in total percentage but note that it would take the gain from RiM, Android and at least one other mobile OS to equal 6.3%. You were more correct in your previous reply to me.
So much for all of the Android hype. hahahahahahahahahahahahahahahaha.
Quote:
Originally Posted by AppleInsider
These figures in the article seem to be totally crap.
December quarter 2011: iPhone activation share at att= 81%
December quarter 2011: iPhone activation share at verizon = 55%
http://appleinsider.com/articles/12/01/26/more_than_80_of_smartphones_activated_at_att_were_apples_iphone_.html
http://appleinsider.com/articles/12/01/24/verizons_42m_q4_iphone_activations_were_more_than_half_of_its_smartphones_.html
Quote:
Originally Posted by blackbook
I guess a 4 inch screen WAS the sweet spot and there ISN'T a mass exodus because Apple doesn't offer 5 inch screens.
I mean I'm open to Apple expanding the iPhone lineup but let's not get asinine and think Apple NEEDS to for their survival.
They're doing just fine. If they expanded the iPhone brand it would be to provide a new unique experience for customers not because the competition is eating their lunch.
I think they would do well with a variety of screen sizes. I would go so far as to say they should offer voice/data cellular capabilities to all of their iPads as an option as well as laptops. ESPECIALLY if the carriers to program them to use the same phone number. I don't know if that's possible. I would love to be able to have a variety of mobile devices that all had cell phone/data capabilities if they all could share the same phone number because we can then just one of many devices with us and always have access to the internet and phone without having to carry two devices. Sometimes I would like to just carry a tablet and use earpiece for phone calls, or a laptop or just a phone depending on what I am doing.
Quote:
Originally Posted by Rogifan
Interesting that Apple is reporting before AT&T this quarter. Isn't it usually the other way around?I remember last year at this time all the analysts on CNBC were "worried" because the numbers from AT&T and Verizon weren't as good as they expected and then Apple comes out and blows everyone away with a record quarter.
I don't remember the dates but I just looked up and Apple had reported on 24th and AT&T on 26th.
http://www.apple.com/pr/library/2012/01/24Apple-Reports-First-Quarter-Results.html
http://www.att.com/gen/press-room?pid=22304&cdvn=news&newsarticleid=33762
Quote:
Originally Posted by arch
These figures in the article seem to be totally crap.
December quarter 2011: iPhone activation share at att= 81%
December quarter 2011: iPhone activation share at verizon = 55%
http://appleinsider.com/articles/12/01/26/more_than_80_of_smartphones_activated_at_att_were_apples_iphone_.html
http://appleinsider.com/articles/12/01/24/verizons_42m_q4_iphone_activations_were_more_than_half_of_its_smartphones_.html
not sure I am following your logic. could you elaborate? Are you implying there is an instantaneous 1:1 relationship between new activation and marketshare?
Quote:
Originally Posted by snova
not sure I following your logic. could you elaborate? Are you implying there is an instantaneous 1:1 relationship between new activation and marketshare?
I am not implying that. Both the article here and myself are talking about new sales over a 3 month period
Quote:
Originally Posted by arch
I am not implying that. Both the article here and myself are talking about new sales over a 3 month period
I think you are on to something. Going to source of the article it says the data is for the 12 weeks ending Nov 25. NOT end of December.
"of the market for the 12 week period ending November 25th, 2012"
edit: ok.. I don't know where this dec 25th announcement is at that this data came from. I cant find it on the web site. But comparing 12 weeks ending Nov 25th, vs this 12 weeks period ending Dec 25th, 2012 it would have to mean that Android got spanked hard over the 4 weeks before Christmas to cause the massive change in numbers between Nov 25th and Dec 25th to cause such shift in the overall 12 week window.
check out these trends. It include the US data.
http://www.tech-thoughts.net/2012/12/smartphone-market-share-trends-by-country.html
the most comical one is Brazil, scroll down to the very bottom. Symbian market share sky rocketing, iOS almost nil. WTH?
The Brazilian market is totally corrupted by high import tariffs. Nobody can afford an iPhone 5. So they accept crappy old Symbian instead.
Quote:
Originally Posted by Tallest Skil
Nope. Read it again. The article specifically mentions "smartphone OS" every time it needs said. That means ALL iOS, not just phones.
The data anyway is rather "questionable", not to mention that "who's that analyst exactly?"
It's a bit ridiculous that Ai readers will pounce on questionable data that might shed a bad light on Apple, but accept blindingly questionable data that shines a good light on Apple.
Questionable is questionable, end of story, in my humble opinion.
I'd be more interested in the percentage of currently active iPhones (all models). I see a lot of old iPhones (by the way, I hate the iPhone and iPhone 3G, I find the Playskool-design reminiscent of Microsoft XP, and if anyone disagrees, their own fault for having horrible design taste. Yes, I know, I could work at Fox News, I have all the capacity to allow others to have their own tastes of a Republican voter. I do love iPhone 4 that looks so industrial... but I always loved steel and glass. Anyway, back to my point. ) and these iPhones are obviously taking market share from Android phones or other brands, even though they're old.
Sales is not the most appropriate metric here, because it disregards "market retention", by which I mean that an Android user might change smartphones every year/24 months while an iPhone user will probably keep his phone several years. Happy customers don't feel the need to change, unless they're too rich (gimme ya money pleez, I needz cheezburga) or they're working in the media/art world. Or they're hipsters.
At least, from what I see.
Quote:
Originally Posted by Entropys
It seems from these data that android lost share at AT&T and Verizon but made up for the loss on the smaller carriers. RIM though has cratered. And isn't windows8 doing well?
RiM has pushed any new models out in the last year? Not that I ever bought anything from them, but I don't remember seeing any announcement. If they haven't, it might stand to reason that they're not selling much.