Q1 October 27

AAPL: 114.55

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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

Q1 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

Q1 January 9

Apple is preparing to expand its new Apple Pay payments service internationally with at least the Canadian launch currently scheduled for early 2015, according to sources close to the situation. expand full story


Q1 May 1, 2014

Research firm IDC is out today with new data on the state of the tablet and 2-in-1 market in the first quarter of 2014. As you might expect after Apple’s most recent earnings report, Q1 unit shipments of iPad were down by 3 million from 19.5 million to 16.4 million between 2013 and 2014. For its part, Apple attributes its Q1 2013 iPad sales as inflated due to demand for iPad mini in Q4 2012 being fulfilled in the following quarter when supply was less constrained.

That may be, but the iPad also saw a drop in tablet market share between the first quarter of 2013 and the first quarter of 2014. According to IDC’s data, Apple dropped from 40.2% market share in Q1 2013 to 32.5% market share in Q1 2014 while Samsung saw unit shipments increase as well as marketshare. Despite Samsung’s gains, though, Apple still dominates the tablet market more than any other one company leading Samsung by 10 percentage points in market share. expand full story

Q1 January 27, 2014

During today’s earnings call, Apple CEO Tim Cook noted that the iPhone 5c was the most popular choice among new iPhone users. However, the colorful new lower-end device did not meet the company’s expectations in sales. Despite the fact that iPhone 5s sales came in above Apple’s target, the iPhone category overall significantly missed analysts’ projected sales mark of 55 million units.

It’s likely that Apple misjudged the low-end smartphone market here, believing that users would jump at the chance for a “new” iPhone at a lower price than usual. Smartphone shoppers don’t seem to be taking the bait, instead opting for the more expensive, more “premium” 5s or going elsewhere. It’s hard to say they’re making the wrong call, considering that the iPhone 5c is actually much closer in specs to the previous generation than it is to the latest model, which seems to be more than worth its $100 premium.

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