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.
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Updated quote with WSJ correction:
https://twitter.com/daiwaka/status/560882525854121984
While few would expect the record-breaking surge in iPhone sales generated by the larger-screened models to continue into subsequent quarters, Tim Cook argued in a WSJ interview that the potential is there.
In an interview, Apple Chief Executive Tim Cook, not surprisingly, argued that the demand is more than temporary. He said fewer than 15% of older iPhone owners upgraded to the iPhone 6 and 6 Plus and that the majority of switchers to iPhone came from smartphones running Google Inc.’s Android operating system.
“We certainly believe there are legs to it,” said Mr. Cook of the iPhone sales surge.
Cook noted during the Q1 earnings call that the current iPhone lineup had experienced “the highest Android switcher rate in any of the last three launches.” With CIRP data suggesting that the US rate of switching from Android to iOS has remained broadly constant, that suggests the bulk of switchers have been outside the US–China in particular …
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