Dominant mobile traffic share of Apple's iOS continues to grow against Android
The iPhone's position as America's best-selling smartphone and Apple's dominance of the tablet segment have led to a big lead iOS in mobile web traffic generation in the United States, and that lead continues to grow.
A new report from Piper Jaffray's Gene Munster features an independent analysis of traffic for 10 of the top 100 mobile websites. The data led Munster to conclude that iOS users are "generally more engaged with their mobile devices."
Piper Jaffray looked at Answers.com, Tumblr, ChaCha, Examiner, LinkedIn, Bleacher Report, Hubpages, White Pages, Squidoo, and Dictionary.com. Among those sites, Apple's iOS platform averaged better than 65 percent of all traffic across February and March, while Android was under 30 percent.
Also of note was the fact that iOS gained share from February to March, increasing from 65.3 percent to 66.4 percent. That gain came largely at the expense of Google's Android platform, which saw its traffic share dropping from 29.7 percent in February to 28.7 percent in March.
The analysis found the iPhone responsible for most iOS traffic, at roughly 60 percent. The iPad, though, gained on its smaller counterpart from February to March, with Apple's tablet now responsible for 39.7 percent of iOS web traffic.
Munster attributes the wide traffic disparity first to the iPhone's No. 1 spot in smartphone sales at the nation's top two carriers, Verizon and AT&T. The iPhone accounted for some 80 percent of AT&T smartphone sales in the fourth quarter and more than 60 percent at Verizon.
iOS users, the report posits, are also likely more engaged with their phones on a daily basis than the average Android user. Munster also believes that Apple's lead in tablets pushes its overall mobile lead, as tablets tend to generate more traffic than smartphones.
The report concludes that iOS is likely to continue to lead in mobile traffic generation in the US for at least the remainder of 2013. Piper Jaffray maintains its Overweight rating on AAPL, with a target price of $767.
A new report from Piper Jaffray's Gene Munster features an independent analysis of traffic for 10 of the top 100 mobile websites. The data led Munster to conclude that iOS users are "generally more engaged with their mobile devices."
Piper Jaffray looked at Answers.com, Tumblr, ChaCha, Examiner, LinkedIn, Bleacher Report, Hubpages, White Pages, Squidoo, and Dictionary.com. Among those sites, Apple's iOS platform averaged better than 65 percent of all traffic across February and March, while Android was under 30 percent.
Also of note was the fact that iOS gained share from February to March, increasing from 65.3 percent to 66.4 percent. That gain came largely at the expense of Google's Android platform, which saw its traffic share dropping from 29.7 percent in February to 28.7 percent in March.
The analysis found the iPhone responsible for most iOS traffic, at roughly 60 percent. The iPad, though, gained on its smaller counterpart from February to March, with Apple's tablet now responsible for 39.7 percent of iOS web traffic.
Munster attributes the wide traffic disparity first to the iPhone's No. 1 spot in smartphone sales at the nation's top two carriers, Verizon and AT&T. The iPhone accounted for some 80 percent of AT&T smartphone sales in the fourth quarter and more than 60 percent at Verizon.
iOS users, the report posits, are also likely more engaged with their phones on a daily basis than the average Android user. Munster also believes that Apple's lead in tablets pushes its overall mobile lead, as tablets tend to generate more traffic than smartphones.
The report concludes that iOS is likely to continue to lead in mobile traffic generation in the US for at least the remainder of 2013. Piper Jaffray maintains its Overweight rating on AAPL, with a target price of $767.
Comments
That's an incredibly stupid analysis.
They're going to project the entire market based on TEN sites? And ten distinctly non-average sites? Sounds pretty clueless.
Not to mention, of course, that they're making a big deal out of changes in the numbers that are less than the likely error.
I get what you are saying, but they lay it all out there. These are 10 of the top 100 websites. I would like to see a larger sample, but the group (top 100) is a decent one. Have you ever looked at how unemployment numbers are reported here in the States? Something with a far more important outcome, and a very similar approach.
I would like to know if this includes traffic from custom apps or just from a browser.
Quote:
Originally Posted by scotty321
Piper Jaffray does more harm than good to AAPL stock... I don't think that AAPL stock has EVER hit one of PJ's target prices. Yet PJ constantly touts these pie-in-the-sky numbers.
Nonsense. Remember this guy was about when AAPL was under $10, and he was pretty much alone with Wu Shaw in seeing the potential in Apple.
I don't care if it's 10 from the top 100 or 10 from the bottom 100. It's not representative - for several reasons:
1. They don't state how they selected the 10 so we don't know if the 10 are representative of the top 100 or not. (for example, one of their sites is 'answers.com'. It is quite possible that Android users are more likely to simply use Google than iOS users, so the result would be biased. Or, perhaps the Android LinkedIn app is more advanced than the iOS one, so Android users are more likely to bypass the web site by using the app instead (or vice versa).
2. Apple may have a larger percentage of the top 100 than for all apps as a whole (for example, articles about Apple are more likely to make the top 100 sites than articles about HTC), so the top 100 may or may not be representative of the entire population.
3. The 'differences' being reported are likely within experimental error, so there's really no different to speak of, anyway.
There's nothing here that even remotely suggests that the results of this 'study' have any validity.
Quote:
Originally Posted by Steven N.
Imagine that. Using real data and not some warped logic baseded on an unnamed source at an unnamed supplier to a supplier of Apple saying an unknown customer decreased orders so Apple must be failing.
Want to know the typical troll response to this kind of data? "Most Android users change their browser IDs to IE Windows or some other browser. That's why they don't show up as Android users. Ha, ha, ha, Android is winning, Apple is doomed."
No, really, that's actually the reasoning the dumb asses use. Go to C|net and see for yourself.
Quote:
Originally Posted by Constable Odo
I thought the whole purpose of the Samsung Galaxy S series was that the larger the display the more likely consumers would surf the web. I'm guessing that most of the Android-using consumers are still running Android smartphones with smaller displays and are less likely to go web surfing. I hear so many conflicting stories about Android vs iOS, it's really hard to believe who's telling the truth. I just figured that with Apple's share price steadily decreasing, Android is taking everything away from Apple. Nearly everyone is in agreement that Apple is finished as a company since Steve Jobs has died. I sure hope it isn't so but all of Apple's dropping sales numbers points to it being that way.
Sales are growing, not dropping. The rate of growth may be slowing down but sales are growing, not declining. Apple is growing, not shrinking. Where DO you get your faulty information from anyway? Or just wishful thinking? It's FUD like yours that make people's blood boil. Utter nonsense.
That was m
Quote:
Originally Posted by jragosta
And ten distinctly non-average sites?
That was my first reaction, too. I'd like to know the reasoning behind that choice. I can see how linkedIn can be a good choice of site (as a part of many) to get a look at a certain type of business user, but other than LinkedIn and perhaps the whitepages, the selection borders on the obscure for me.
Even Linkedin may be non-representative. It will have more business users than the population as a whole and is therefore biased. In addition, assuming that the LinkedIn app bypasses the web site, if there's a difference between the platforms in how many people use the app, that would also distort results.
Quote:
Originally Posted by Constable Odo
I thought the whole purpose of the Samsung Galaxy S series was that the larger the display the more likely consumers would surf the web. I'm guessing that most of the Android-using consumers are still running Android smartphones with smaller displays and are less likely to go web surfing. I hear so many conflicting stories about Android vs iOS, it's really hard to believe who's telling the truth. I just figured that with Apple's share price steadily decreasing, Android is taking everything away from Apple. Nearly everyone is in agreement that Apple is finished as a company since Steve Jobs has died. I sure hope it isn't so but all of Apple's dropping sales numbers points to it being that way.
Who's this everyone saying that Apple is finished?
A few silly pundits that just scour the web and take everything at face value with no critical analysis?
Or are you talking about the dozens upon dozens of posters on CNet/ZDNet and the like, that get into shouting matches with their "Apple sucks" rants?
What Apple's dropping sales numbers are you referring to?
Quote:
Originally Posted by Constable Odo
I thought the whole purpose of the Samsung Galaxy S series was that the larger the display the more likely consumers would surf the web. I'm guessing that most of the Android-using consumers are still running Android smartphones with smaller displays and are less likely to go web surfing. I hear so many conflicting stories about Android vs iOS, it's really hard to believe who's telling the truth. I just figured that with Apple's share price steadily decreasing, Android is taking everything away from Apple. Nearly everyone is in agreement that Apple is finished as a company since Steve Jobs has died. I sure hope it isn't so but all of Apple's dropping sales numbers points to it being that way.
And yet even looking just at the stock prices (which is completely nonsense IMHO) AAPL is today 15-20% higher than at the time before SJ's resignation.
Apples overall gain in revenue is worldwide top ranking. To speak of Apple as a finished company, is at this time, one of the most ignorant statements I have ever read in this forum.
Try to make in future better choices as to where you get your informations from.
Quote:
Originally Posted by scotty321
Piper Jaffray does more harm than good to AAPL stock... I don't think that AAPL stock has EVER hit one of PJ's target prices. Yet PJ constantly touts these pie-in-the-sky numbers.
$767 is less than 10% over where it was a half a year ago. It would have to be an unusually bad year to not beat the previous year's high by at least that much. I'm not saying they are guaranteed to beat it or even voicing an opinion, but it's the most likely scenario if history is any indication. Granted, the first 9 months of last year were better than average, but $767 is hardly "pie-in-the-sky."
Quote:
Originally Posted by jragosta
Even Linkedin may be non-representative. It will have more business users than the population as a whole and is therefore biased. In addition, assuming that the LinkedIn app bypasses the web site, if there's a difference between the platforms in how many people use the app, that would also distort results.
The business user aspect would help segment the traffic into categories - LinkedIn being part of a business category. But yes, most frequent LinkedIn users will no doubt use the App.
Quote:
Originally Posted by Constable Odo
I thought the whole purpose of the Samsung Galaxy S series was that the larger the display the more likely consumers would surf the web. I'm guessing that most of the Android-using consumers are still running Android smartphones with smaller displays and are less likely to go web surfing. I hear so many conflicting stories about Android vs iOS, it's really hard to believe who's telling the truth. I just figured that with Apple's share price steadily decreasing, Android is taking everything away from Apple. Nearly everyone is in agreement that Apple is finished as a company since Steve Jobs has died. I sure hope it isn't so but all of Apple's dropping sales numbers points to it being that way.
Hear that everyone? A company that just posted the highest sales, profits, revenue in it's entire record breaking history is "finished" as a company. You know, because those things don't really matter. It's how people "feel", you know, the gut feeling anonymous people like the joker I quoted have that determines the fate of a company, not their sales numbers, not their revenue, not their customer satisfaction, none of that. Dropping sales numbers? What the **** are you talking about? Apple's sales are constantly rising, and rising significantly. How does someone who spouts such bald faced untruths have 625 posts on this forum? You're either a massive liar and a troll, or grotesquely ignorant, and I'm not sure which is worse.
Quote:
Originally Posted by starbird73
I would like to know if this includes traffic from custom apps or just from a browser.
I believe the answer to that question is both yes and no. If the app uses the native webkit browser such as Chrome does then yes. If the app uses REST, SOAP, JSON, XML or other web service calls then no. I have not seen any reports as to what the percentages are.
I would like to see some measure of how much data is being sent to the web from my mobile device.
I often post to forums like AI from my iPad. I would probably not do so from my iPhone -- except for very short posts.
Siri helps, but it is difficult to intermingle comments in a quoted post on any screen smaller than an iPad Mini.
For example, I am making this post from the throne – with both my iPhone and iPad handy. Likely, I wouldn't post if I only had the iPhone.
Poo poo pee doo!
Google BQ!
Ha! The previous line was returned by Siri when I dictated "Poo poo pee doo exclamation point".
Gotta' talk to that girl about her choice of search engines!
... Well, back to business…
Quote:
Originally Posted by lkrupp
Want to know the typical troll response to this kind of data? "Most Android users change their browser IDs to IE Windows or some other browser. That's why they don't show up as Android users. Ha, ha, ha, Android is winning, Apple is doomed."
No, really, that's actually the reasoning the dumb asses use. Go to C|net and see for yourself.
And you are saying this is NOT true (about the browser ID)?