growth October 27

AAPL: 114.55

Stock Chart

During a call with investors for its Q4 2015 earnings report today, Apple CEO Tim Cook said the company saw its highest rate ever of Android switchers last quarter with a record 30% of new iPhone buyers coming from the rival platform. expand full story

growth October 23

AAPL: 119.08

Stock Chart

Eddy Cue and Jimmy Iovine at Code Conference via Re/code

Pandora is announcing its Q2 2015 financial results today and as expected blamed the launch of Apple Music in June for low growth in listeners and an overall loss vs last quarter. While the company confirmed that it did indeed witness lower than normal growth numbers for the quarter, it described the overall impact of Apple Music as “muted”: expand full story

growth October 22

AAPL: 115.50

Stock Chart

An investment note by KGI predicts that Apple will next week report year-on-year iPhone sales up 23.6% to 48.5M, but says that that holiday quarter sales will be down on last year, and that the decline will continue into the first quarter of next year.

KGI says that China is the big factor, included as a launch country this year, and hence contributing to calendar Q3/fiscal Q4 sales, while last year’s China sales fell into the holiday quarter. It estimates that 22M of the iPhones sold last quarter were the new iPhone 6s/Plus. Apple sold 47M iPhones in the previous quarter.

Despite the launch of the iPad Pro next month, both iPad and Mac sales will fall across all three quarters, predicts the report …  expand full story


growth August 26

AAPL: 109.69

Stock Chart

IDC today published an updated forecast for worldwide tablet shipments this year, predicting the segment will experience a “notable slowdown” with both iOS and Android expected to record a year over year decline in growth. While IDC notes that the majority of the 212 million tablets it expects to ship this year will be “pure slate tablets”, it does anticipate growth in the 2-in-1 hybrid tablet/laptop category, of which it’s apparently including the larger 12-inch+ iPad that Apple is expected to introduce later this year: expand full story

growth June 8

Apple CEO Tim Cook kicked off the company’s WWDC keynote presentation today with its usual update on numbers and growth since last checking in. The big numbers so far from today’s event: Siri is now 40% faster and more accurate, the company now supports 2500 banks for Apple Pay, and iOS and OS X adoption continues to outpace the competition. 

Head below for a full roundup of notable numbers and company stats announced during today’s event (we’ll be updating as more come up): expand full story

growth May 6

New data from Kantar Worldpanel ComTech shows that smartphone users ditching Android devices in recent months helped drive iOS growth across the EU. The data tracked the EU’s biggest markets in 1Q15— Great Britain, Germany, France, Italy, and Spain— and shows iOS grew 1.8 percentage points from last year to 20.3% market share this year. That includes around 32.4% of new Apple customers switching from an Android device, according to the report, while Android lost 3.1 percentage points during the quarter: expand full story


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