Q1 Stories July 24, 2013

EA-iconAs noted by VentureBeat, EA revealed today during its earnings call with investors that for the first time, Apple has become “EA’s biggest retail partner as measured by sales” as a result of the App Store. It’s a big announcement for the publisher that previously sold the majority of its content through retail channels for console games, and it could be a sign that EA will be investing more in iOS and other mobile titles in the months to come. In its earnings release, the company noted that it was “the #1 global publisher in the iOS game market in the June quarter,” and also highlighted a few of its more successful iOS titles, including: The Simpsons: Tapped Out, Real Racing 3, and The Sims: expand full story

Q1 Stories May 16, 2013

Research firm IDC is out with its latest numbers for Q1 2013 today tracking worldwide smartphone shipments by OS and OEM noting Android and iOS combined accounted for 92.3% of all shipments during the quarter.

IDC noted that Apple and Android  shipments combined increased year over year approximately 59.1% with a total of 199.5 million units shipped worldwide during Q1. That’s up from just 125.4 million a year ago. Apple is clearly a large driver of the growth with the report pointing out that iPhone had its “largest ever first quarter volume.” However, despite that, Apple also saw a decline among usage of iOS compared to growth of the industry as a whole, allowing Android to keep its top spot by OS and Samsung to remain number 1 by OEM.

How far is iOS behind Android? According to IDC it accounted for 17.3% of the market in Q1 compared to 75% for Android. Of course this is likely taking shipments (not sales) into account and also doesn’t represent tablet usage that we know iOS continues to dominate.  expand full story

Q1 Stories May 16, 2012

Samsung & Apple take half of global smartphone market, Android & iOS hit 80 percent

Research firm Gartner released its numbers today for “Worldwide Mobile Device Sales” during Q1 2012. There are not many surprises in the report when it comes to Apple, but Gartner estimated Samsung sold 38 smartphones during the quarter, which is less than the 42.2 million estimated by IDC earlier this month and more than the 32 million by IHS iSuppli. With Apple confirming 35.1 million iPhones sold during the quarter, Gartner’s numbers put Samsung as the both the No. 1 smartphone and overall mobile device vendor. The report also noted Samsung and Apple together accounted for 49.3-percent of the global smartphone sales, which is up from just 29.3 percent in Q1 of last year:

“The continued roll-out of third generation (3G)-based smartphones by local and regional manufacturers such as Huawei, ZTE, Lenovo, Yulong and TCL Communication should help spur demand in China. In addition, the arrival of new products in mature markets based on new versions of the Android and Windows Phone operating systems (OSs), and the launch of the Apple iPhone 5 will help drive a stronger second half in Western Europe and North America. However, as we are starting to update our market forecast we feel a downward adjustment to our 2012 figures, in the range of 20 million units, is unavoidable.”

On the platform side, Gartner’s report estimated both Android and iOS accounted for 79 percent of global smartphone sales—up from just 53.3-percent in Q1 2011. Of that 80 percent, Android grabbed 56.1-percent, which is slightly higher than the 51 percent of the United States market, according to estimates from comScore earlier this month. Apple took in the remaining 22.9-percent, which is less than the 30.7-percent comScore estimated for the U.S. market:

Gartner analysts said the smartphone market has become highly commoditized and differentiation is becoming a challenge for manufacturers. “At the high end, hardware features coupled with applications and services are helping differentiation, but this is restricted to major players with intellectual property assets. However, in the mid to low-end segment, price is increasingly becoming the sole differentiator. This will only worsen with the entry of new players and the dominance of Chinese manufacturers, leading to increased competition, low profitability and scattered market share.”

Q1 Stories May 1, 2012

Following IDC’s report this morning that highlighted Apple’s continued growth among mobile phone marketshare worldwide, while coming second to Samsung in global smartphone marketshare, research firm comScore just released its numbers for United States mobile subscribers for the three-month period ending March 2012.

According to comScore, Apple posted impressive growth during the quarter with 30.7-percent marketshare among smartphone platforms in the U.S (up from 29.6-percent). Increasing from 47.3-percent in December 2011 to 51 percent in March 2012, Android was able to grab the top position for platforms during the quarter. Growth for Android and iOS continues to come at the expense of RIM. The company grabbed just 12.3-percent of the platform market in March, which is down from 16 percent in December 2011. Microsoft also lost marketshare with 3.9-percent, which is down from 4.7-percent… expand full story

Q1 Stories April 3, 2012

Following Nielsen’s latest survey that showed over 90 percent of United States smartphone buyers are choosing iOS or Android, research firm comScore today released its data of the top smartphone platforms and OEMs in the U.S. The survey included more than 30,000 people over a three-month period ending February 2012. It found Android was up 17 percentage points from a year ago with 50.1-percent of the U.S. smartphone market. In comparison, Apple’s 30.2-percent accounted for an increase of 5 percentage points from the same period a year ago.

According to comScore, Google passed the 50 percent milestone for the first time during February 2012. The numbers represent a 3.2-percentage point increase over previous three-month period for Google, and a 1.5-percentage point increase for Apple.

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Q1 Stories January 23, 2012

Apple will report its fiscal first quarter results tomorrow for the October to December 2011 period during which the Cupertino, Calif.-based company saw the death of its cofounder and the record-breaking sales of its latest iPhone.

Apple passed the $400 billion market cap briefly last week, and it is the world’s second most valuable company after Exxon Mobil Corp. Its 2007-debut of the iPhone effectively piloted the touchscreen smartphone market, meanwhile the iPad carved a new consumer electronics category for the industry, as well.

Analysts expect earnings of $10.04 per share and revenue of $38.92 billion, according to FactSet, compared to Q1 FY11 where Apple earned $6.43 per share on $26.74 billion in revenue. Apple said it reckons earnings of $9.30 per share and revenue of $37 billion for Q1 FY12, but the technology giant usually underestimates its forecasts, and analysts generally ignore such predictions…

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